Core Viewpoint - The snack retail industry, particularly the bulk snack stores, continues to thrive despite a wave of store closures, with significant revenue growth reported by leading companies in the sector [3][5][24]. Group 1: Industry Trends - The bulk snack industry is experiencing a "violent rise," with major players like Mingming Hen Mang and Wancheng Group achieving nearly 200% compound annual growth rate in revenue from 2022 to 2024 [3][5]. - In the first quarter of this year, 1,094 snack stores closed, while 1,400 new stores opened, indicating a dynamic and competitive market [5][24]. - The average annual revenue for successful snack stores can reach 6 million, with some owners reportedly making their first million [3][10]. Group 2: Business Model and Consumer Behavior - The business model of bulk snack stores relies heavily on low pricing and high SKU variety, with many stores offering private label products that do not carry brand premiums [10][11]. - The strategy of offering low prices is supported by economies of scale, allowing larger brands to negotiate better prices with suppliers [10][11]. - High customer retention is evident, with Mingming Hen Mang reporting 16 billion transactions in 2024 and a repurchase rate of 75% [10][11]. Group 3: Challenges and Competition - The market is becoming increasingly saturated, with reports of aggressive competition leading to price wars among stores [18][20]. - Franchisees face pressure from brand headquarters to lower prices and increase product variety, which can lead to diminishing returns for individual store owners [20][22]. - The rapid expansion of stores in close proximity has resulted in a zero-sum game, where one store's gain is another's loss, leading to significant revenue declines for many [18][20]. Group 4: Location and Market Dynamics - The success of snack stores is often linked to their location, with rural areas showing stronger consumer demand compared to urban settings, where competition and costs are higher [16][24]. - Store owners have reported that poor location choices can lead to significant financial losses, emphasizing the importance of market research before opening a new store [16][24]. - The trend of opening stores in lower-income areas is seen as a strategy to capture a more engaged customer base, as these consumers are less likely to shop online [16][24].

专家(折扣零食专家)-线上小范围 20250520 摘要 • 不同城市加盟成本和回本周期存在差异：深圳投资 80-100 万，回本两年 以上；下沉市场投资 50-60 万，回本一年半左右。 • 门店营收受城市级别影响显著：四五线城市日均营收约 1 万元，年营收 360-400 万；一线城市日均营收 2 万元以上，年营收 800 万元左右。广 州 150 平米门店净利润约 40-50 万，两年内可回本。 • 加盟商筛选侧重经验和经济实力，有美甲或便利店经验者优先，以缩短培 养期并确保盈利能力。 • 2025 年计划新增门店 2000 家，较去年保守，因区域保护政策。1-4 月广 州新增近 200 家，预计旺季可再开 700-800 家，年底达 1,700-1,800 家。 • 单店模型显示，日均销售额约 2 万元，月销售额 60 万元，毛利率约 7%， 每月毛利 4 万多元（已扣除租金和人工）。公司通过活动预算和区域保护 政策稳定销售额。 • 公司通过增加高单价 SKU 和自主研发新品提升竞争力，SKU 数量已从 3-4 千个增至 6 千多个。省钱超市模式尚在尝试阶段，投入成本更高，回本周 期更长，但日销可增长 ...