导语：投资百万开烟酒店，为啥连空调都舍不得开？老板：这5个原因！ 昨天去楼下点酒店买东西，一进门一股热气迎面而来，这几天北京酷暑难耐，世外温度37度，而这家烟酒店竟然没有开空调，我还以为空调坏了，老板却说 舍不得开，我说你这大的烟酒店老板不至于吧，毕竟经营这家烟酒店投入都要百万，老板说现在做生意太难了，根本没有以前赚钱容易。 随后老板还解释了为啥不开空调的5个原因，大家一起看看他说得对吗？ 1、竞争激烈 老板说我国目前拥烟酒店900多万家，几乎每个小区附近都会好几家，街边、商业区、人口密集的地方更是多，而且每年烟酒店的数量还在增长，但是消费 群体却在减少，因为人口数量是下跌的，如此竞争激烈的市场，让很多没有固定渠道的烟酒店很难支撑。 老板还说到，以前钱好赚，消费能力都强，大家买酒都是认品牌，名酒销量非常火，以至于很多名酒酒厂没事就要涨价，但是销量依旧。如今不同了，消费 降级让很多人购买力下降，名酒卖不动，一些廉价酒成为消费主力，就比如我以前爱喝大品牌名酒，现在喝酒只要品质好价格实惠就行。 5、实体太难 最后老板说最受影响的是电商的竞争，网上各种白酒价格要比实体店还便宜，实体店都是代理商供货，而网上很多都是酒厂 ...

Core Viewpoint - The article discusses the significant impact of the newly implemented "strictest alcohol ban" on the liquor retail industry, particularly focusing on the survival crisis faced by smoke shops, which are heavily reliant on B2B sales to government and enterprise clients [5][6][22]. Group 1: Impact of the Alcohol Ban - The "strictest alcohol ban" has led to a drastic decline in sales for smoke shops, with some regions reporting a year-on-year drop of up to 80% in white liquor sales [8][20]. - Smoke shops, which previously relied on government and enterprise orders for about 50% of their sales, are now facing a collapse in this segment due to the ban on alcohol at work-related meals [10][34]. - The overall revenue of the liquor industry in Shandong decreased by 18.7% in the first month of the ban, which is significantly better than the 40%-80% drop experienced by smoke shops [23]. Group 2: Business Model of Smoke Shops - Smoke shops operate under a unique business model that is heavily dependent on B2B sales, with government and enterprise orders constituting a large portion of their revenue [10][29]. - The article highlights that the commercial logic of smoke shops is fundamentally different from traditional retail, as they rely more on client relationships and less on retail sales [26][30]. - The shift in the market dynamics due to the ban has forced smoke shops to transition from a client-resource-based model to a market-competitive model, leading to a significant transformation in their operations [38][41]. Group 3: Future of Smoke Shops - The future of smoke shops is uncertain, with many facing the possibility of closure or a shift to different business models as they adapt to the new market conditions [45]. - Some smoke shops are exploring new avenues such as instant retail and gift card sales to mitigate the impact of the ban on their traditional business [41][42]. - Despite efforts to adapt, smoke shops face stiff competition from larger retail chains and convenience stores, which have advantages in pricing and product variety [43].

Group 1 - The "limit on alcohol" policy is significantly impacting the alcohol retail market in Chengdu, leading to a reduction in revenue for many businesses, with some smoke shops experiencing over 70% decline in sales [1][5] - Chain smoke shops, despite their brand strength and bargaining power, are struggling to maintain operations as orders sharply decrease, prompting layoffs and salary cuts [3][5] - High-end restaurants are also facing challenges, with many closing locations or reducing staff hours, resulting in an 80% drop in alcohol orders from their usual levels [6][9] Group 2 - Some smoke shops are adapting by extending operating hours and collaborating with local food vendors to boost sales, while larger chains are exploring "alcohol + other" business models [3][5] - High-end dining establishments are adjusting their menus to offer more affordable options, with some restaurants introducing lower-priced meal packages to attract customers [6][9] - The overall market is experiencing a shift in consumer behavior, with a notable decline in traditional alcohol consumption patterns, leading to increased competition among businesses for limited customer spending [7][9]

Core Viewpoint - The summer has been particularly challenging for liquor store owners, with a significant decline in customer traffic and sales, primarily driven by a cooling white liquor market and changing consumer habits [1][3]. Group 1: Market Conditions - The price of the benchmark liquor brand, Moutai, has plummeted from a peak of 3000 yuan to below 1800 yuan, with expectations that it may soon return to the 1499 yuan guide price [3]. - The "buy high, sell low" mentality has led to a strong wait-and-see sentiment among consumers, resulting in fewer inquiries about Moutai [3]. - The demand for white liquor has been directly suppressed due to a significant reduction in dining out and social drinking occasions, exacerbated by the ban on alcohol [3][5]. Group 2: Consumer Trends - There is a noticeable trend among young people to reject smoking and drinking, leading to a gradual decrease in the number of smokers in China, which is impacting the core customer base of traditional liquor stores [3][5]. - The demand for alcohol at celebratory events, such as weddings, has also declined due to a decrease in marriage intentions among young people, further straining sales for liquor stores [5]. Group 3: Business Viability - Many liquor store owners are facing a dire situation, with some expressing that they may have to close their businesses after the summer due to mounting pressures [7]. - The traditional revenue streams that once supported small liquor stores, such as large corporate orders and event catering, have significantly diminished [5][7]. - The current market conditions reflect a combination of changing consumer habits, policy adjustments, and market cycles, indicating that relying solely on liquor sales is no longer sustainable for these businesses [7].

Core Viewpoint - The article discusses the significant impact of recent alcohol bans on the retail liquor industry, highlighting a drastic decline in sales and a shift in business models for liquor stores and convenience stores due to changing consumer behavior and regulatory pressures [2][3][4]. Group 1: Impact of Alcohol Ban - The ban has led to a sales decline of over 80% for many liquor stores, with more than 90% of stores experiencing severe damage [2]. - The core business model of liquor stores, which relied heavily on corporate bulk orders (50-70% of sales), has been disrupted, forcing them to operate as regular retail stores [3]. - High-end liquor brands like Moutai and Wuliangye are particularly affected, with inventory turnover days increasing from 45 to over 70 days [4]. Group 2: Decline in Convenience Stores - Convenience stores are facing a "chronic consumption battle," with average daily customer traffic down by about 15% compared to the previous year [7]. - The average number of items purchased per customer has decreased from 3.9 to 2.8, indicating a shift towards more targeted shopping behavior [8]. - The decline in customer traffic and average purchase quantity is leading to a continuous drop in the average transaction value [8][10]. Group 3: Industry Transformation - The retail landscape is shifting from a focus on information asymmetry and channel advantages to a more competitive environment where operational efficiency is crucial [10]. - Convenience stores must adapt by either reducing physical space or diversifying their service offerings to attract more customers [12][15]. - The transition to a "community service node" model is essential for survival, as traditional liquor sales are no longer sufficient [15]. Group 4: Strategic Adjustments - The article emphasizes the need for convenience stores to embrace a "small but refined" strategy, focusing on cost reduction and efficiency [12]. - In high-density urban areas, convenience stores must evolve into brand-oriented establishments that offer not just products but also experiences and social interactions [14]. - The survival of retail businesses now hinges on continuous operational refinement, market sensitivity, and the willingness to adapt to changing consumer demands [15].

Core Insights - Following a strong sales performance in April, food store sales in May experienced a decline, indicating a potential shift in consumer behavior [1] - Feedback suggests that customers are reducing their purchases of tobacco and alcohol products [1] - Clothing and home goods retailers reported a slowdown in transactions due to decreased foot traffic [1]