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从一棵西兰苔看消费升级骗局:我们花三倍价钱买的到底是什么?
Sou Hu Cai Jing· 2025-11-28 10:26
在盒马鲜生的冷柜里,被塑封在精致包装中的西兰苔总与"有机""轻食""低卡"等标签捆绑出现。武汉亚 非种业的数据显示,这种由西兰花与芥兰杂交的品种确实富含维生素A(含量达花椰菜100倍),但普 通西兰花的维生素C含量反而是它的1.7倍。更讽刺的是,部分商家为了制造差异化,竟用食品级染色剂 将其染成淡紫色,贴上"花青素爆棚"的标签。 回归理性的方式其实很简单。查看冷链包装上的采收日期,当季本地蔬菜的营养流失往往比长途运输 的"高端菜"更少;比较货架阴影处的平价品种,同样产地的芹菜只因品相差异可能便宜40%;最重要的 是记住:任何需要讲故事才能卖出去的食材,本质上都是营销产物。 类似套路在生鲜区比比皆是。拇指胡萝卜其实是未成熟品,冰草所谓的"天然咸味"来自栽培时喷洒的盐 水,而超市里论克卖的"水果玉米",在产地整车收购价不过每斤1.2元。这些被重新包装的普通农产 品,通过冷链物流、分级筛选和故事营销,最终以奢侈品姿态出现在都市人的餐桌。 中产阶层正在为虚幻的"健康溢价"买单。某电商平台数据显示,标有"婴幼儿专用""健身人群推荐"字样 的蔬菜价格平均高出238%,但营养成分表差异普遍在5%以内。更吊诡的是,被掰断丢弃 ...
盒马鲜生4店同开,“下沉”“近郊”成零售增量空间
Xin Jing Bao· 2025-11-28 07:57
据介绍,此次新开业的4家门店覆盖北京西南部、深圳西部、杭州东北部等多个高潜力居住板块。其中 在北京房山,良乡、长阳等区域首次被纳入盒马服务网络,填补了京西南高端生鲜零售空白。杭州上城 天街店与城北招商花园城店同步开业后,盒马鲜生在杭门店总数正式突破50家。新开4家门店的营业情 况显示,高端进口商品表现亮眼。进口水果、帝王蟹、波士顿龙虾、多款进口奶酪、葡萄酒也进入热销 榜前列。 新京报讯(记者王萍)11月28日,盒马鲜生北京房山龙湖天街店、深圳怀德万象汇店、杭州上城天街店、 杭州城北招商花园城店同步开业。目前,在全国已有近500家盒马鲜生门店,以及超350家超盒算NB门 店。 盒马相关负责人同时介绍,盒马鲜生房山店位于良乡核心商圈,标志着盒马在北京的门店网络进一步向 城市外围延伸,形成"中心城区+近郊新城"的布局。新京报记者注意到,近年来,盒马的"下沉"战略进 一步凸显。今年9月12日,其在山东临沂开启首店。官方数据显示,在盒马去年新开的72家门店中,有 近三分之一位于二、三、四线城市,集中在山东、江苏、安徽、河南等区域。有业内人士认为,近年 来,传统商超的利润和门店数量都在收缩,二、三线城市的市场空白给了盒马 ...
叮咚买菜“蛰伏”
Sou Hu Cai Jing· 2025-11-25 08:31
该季度,叮咚买菜收入层面的增长乏力可能显示:1、前置仓到家竞争日趋激烈,行业对流量、对订单 的争夺日趋激烈。 叮咚买菜发布的2025年第三季度财报显示,前置仓生鲜赛道竞争日趋激烈,但叮咚买菜寻求差异化,生 鲜零售的未来机会则可能是农业品牌化潮流。 业绩 2025年第三季度,叮咚买菜实现GMV72.7亿元,去年同期为72.67亿元;营收66.6亿元,去年同期为 65.38亿元。 2、三季度菜价乏力。从三季度华东 一 ...
当盒马开始卖鲜草药:一场“食材革命”背后的养生焦虑与商业博弈
新消费智库· 2025-11-24 13:04
Core Insights - The article discusses the increasing availability of unconventional fresh ingredients in supermarkets, indicating a shift in consumer preferences towards traditional and medicinal foods [2][4] - It highlights the challenges consumers face in utilizing these new ingredients, leading to a disconnect between purchase and practical use [9][13] - The piece emphasizes the need for retailers to provide comprehensive guidance and solutions to facilitate the integration of these ingredients into everyday cooking [21][29] Group 1: Market Trends - The rise of fresh medicinal ingredients like fresh Tianma and Huangjing in supermarkets reflects a growing consumer interest in health and wellness [5][12] - Despite initial excitement, sales data suggests that many consumers are unsure how to incorporate these ingredients into their diets, resulting in limited repeat purchases [9][13] - Retailers are beginning to rationalize their inventory based on actual sales performance, indicating that the novelty of these products may not translate into sustained demand [12][13] Group 2: Consumer Behavior - Consumers are motivated by the perceived health benefits and freshness of these ingredients, which provide a sense of control over their health [16][18] - The emotional appeal of cooking with fresh ingredients is contrasted with the practical challenges of preparation and knowledge [13][18] - There is a growing anxiety among consumers regarding their health, leading them to seek out these products as a form of self-care [18][19] Group 3: Retail Strategies - Retailers are encouraged to shift from merely selling ingredients to offering comprehensive solutions that include recipes and cooking guidance [29][30] - The article suggests bundling ingredients with complementary items and clear cooking instructions to lower the barrier for consumer engagement [24][25] - Establishing community platforms for sharing cooking experiences can enhance consumer education and foster brand loyalty [26] Group 4: Industry Opportunities - The exploration of fresh medicinal ingredients presents a strategic opportunity for brands to differentiate themselves in a saturated market [28][29] - Companies should focus on delivering not just products but also educational content and services that empower consumers to use these ingredients effectively [30][31] - Leveraging the trust associated with physical retail environments can enhance brand credibility and consumer confidence in new products [31]
发力“心零售” 盒马启动“合盒共生”成长计划打造商品力共创共同体
Cai Jing Wang· 2025-11-24 08:50
Core Insights - Hema has launched the "Co-creation and Symbiosis" partner growth plan, aiming to support 10 partners with annual sales exceeding 1 billion yuan and assist 100 suppliers to triple their sales in three years [1] - The initiative focuses on leveraging Hema's user insights, supply chain infrastructure, and AI decision-making platform to co-create products that cater to consumer demands for a better life [1] Group 1 - Hema's CEO emphasized the importance of technology and model innovation in reshaping the retail market over the past decade, aiming to build a community of suppliers that share similar values and complementary capabilities [2] - The company has established a three-tiered supply chain network, enabling rapid nationwide coverage of products [1][2] - Hema's user-centric product development and efficient supply chain capabilities are foundational for advancing towards "heart retail" [2] Group 2 - Successful partnerships have emerged, such as with Weigaoqing, which has transformed HPP juice availability through Hema's cold chain logistics, achieving sales exceeding 100 million yuan [2] - Chengdu Yuanqi has grown from a regional supplier to a national enterprise with seven factories, maintaining an annual growth rate of over 100% through collaboration with Hema [2] - Hema has expanded rapidly, with nearly 500 Hema Fresh stores and over 350 Super Hema stores nationwide [2] Group 3 - Hema has upgraded its "Cloud Sharing" brand, providing a new online shopping channel for consumers outside its service areas, achieving near nationwide coverage [3]
盒马启动合作伙伴成长计划 将扶植10个年销售额超10亿元的合作伙伴
Ge Long Hui· 2025-11-24 06:41
Core Insights - Hema has launched the "Co-creation and Symbiosis" partner growth plan, aiming to support 10 partners to achieve annual sales exceeding 1 billion yuan and assist 100 suppliers to triple their sales within three years [1] - The initiative focuses on creating products around the themes of "health, convenience, and self-satisfaction" to meet consumer demands for a better life [1] - Hema's CEO emphasized the importance of building a long-term value-creating community with partners through shared values and complementary capabilities [2] Company Strategy - Hema has established a user-centered product development capability, an efficient and stable supply chain, and intelligent decision-making technology as foundational elements for advancing towards "heart retail" [2] - The company aims to foster a new type of supplier relationship that emphasizes value creation and mutual benefit rather than a simple transactional relationship [2] - Hema's rapid expansion includes nearly 500 Hema Fresh stores and over 350 Super Hema stores nationwide [2] Technological Integration - Hema has integrated Alibaba's leading AI model technology to develop exclusive applications for retail, which are applied in product selection, testing, and operations [1] - The company has built a three-tiered supply chain network consisting of national central warehouses, regional hub warehouses, and city warehouses to support rapid nationwide product coverage [1] Brand Development - Hema has upgraded its "Cloud Sharing" brand, providing a new online shopping channel for consumers outside the Hema service areas, achieving near nationwide coverage [3]
这届年轻人,背着山姆购物袋重返大集
虎嗅APP· 2025-11-23 23:56
以下文章来源于豹变 ,作者詹方歌 豹变 . 直抵核心。做最具穿透力、洞察力的商业观察,深度影响未来。 本文来自微信公众号: 豹变 ,作者:詹方歌,编辑:邢昀,题图来自:AI生成 周日早上 9点,北京沙河,人群簇拥着涌向大集。在这里,青椒和西红柿躺在同一辆小卡车上,红红 绿绿地供人挑选。这里有最传统的烟丝和市面上已经不太常见的老式饼干,也有经营新式甜品 的年 轻摊主把"安佳奶酪"的宣传语写在招牌上。 酥香滚烫的耳朵眼炸糕刚刚起锅,摊位招牌上不止介绍产品,还印着老板的"收徒热线"——这生意, to C也to B。 随着传统大集在社交平台上越来越火,越来越多年轻人开始光临大集,也有越来越多年轻人决定来这 里摆摊试试身手。于是,年轻人和社交平台一起,把传统集市的买卖模式重新解构升级。 虽然电商对于消费的改造痕迹同样挥之不去,但那些充满市井气息的,不曾被宏大叙事记录的灵光乍 现还在发生。有心人仍然可能在任何角落赚到一笔小钱。 在这里,你能看到宏观经济、巨头游戏之外的另一种"商业"。 一、大集的新功能,烟火气的新 定义 拥挤的小路上,有人拉着露营车,露营车里坐着孩子和各式瓜果蔬菜。还有人干脆背上山姆的巨大购 物袋,用大集 ...
朴朴超市线下开店:做流量、温度、密度与生活方式
Sou Hu Cai Jing· 2025-11-22 11:45
继叮咚买菜、小象超市后,前置仓生鲜赛道的另一大玩家,朴朴超市也确定要进入线下开实体超市店。 多位市场人士向《商业观察家》确认,朴朴超市线下首店会开在福州,中型超市业态,目前首店场址的 商务推进还在过程中,未最终落定,因此,开业时间、门店具体面积、SKU品项数,也不能最终确定。 "现在离开业还早,但肯定是福州,面积、SKU要等开业才知道,开业之前都还会反反复复变化的。" 有市场人士则对《商业观察家》称,朴朴 ...
对话未来商业丨 从盒马到派特鲜生,侯毅的二次创业:我在宠物食品赛道“交学费”
Sou Hu Cai Jing· 2025-11-21 10:07
每经入物 | FUTON | ** * * 每日经济新闻 | 出品 对语未来商 第17季 记 录 锁 巩 让未来发 u 侯 第 鲜生创始人 " 盘后副 t 次台NV 我在宠物食品赛道 單點 FEE " ■ 行业属性:宠物食品零售 ■ 估值/融资轮次:2025年5月,"派特鲜生"宣布完成2500万美元天使轮融资。 ■ 核心竞争力:鲜食、新零售 ■ 未来关键词:保留线上业务 纵然开局不顺,侯毅斗志未减,也并没有外界想象中的沮丧。单看外表,61岁的他状态依旧,精气神与执掌盒马时期并无二致,言谈风格上也不减锋芒。 自盒马退休一年有余,今年2月,侯毅宣布进军宠物食品零售领域,创立了"派特鲜生"品牌。根据当时的计划,2025年"派特鲜生"拟先在上海市场布局, 开出100家门店。 令人意外的是,开局不到9个月,就在11月,"派特鲜生"接连传出闭店消息。一时间,外界的非议全部袭向了这位零售业的老将。 身处舆论风口浪尖,近日,侯毅接受了《每日经济新闻》(以下简称NBD)"对话未来商业"栏目(更多内容,详见专题|对话未来商业记录、预见、让未 来发生)的独家专访,坦然回应了关于"派特鲜生"的争议和决策:关闭全部线下门店,仅保留少量 ...
入驻三座新城 盒马鲜生同日四店齐开
Zhong Guo Jing Ji Wang· 2025-11-21 07:46
中国经济网北京11月21日讯(记者王惠绵)11月21日,盒马鲜生在安徽蚌埠、河南南阳与濮阳迎来首店开业,北京西单店也于同日正式营业,实现四店同开, 进一步拓展"盒区房"覆盖范围。其中盒马蚌埠首店入驻蚌山万达广场,南阳首店落子高新吾悦广场,成为盒马布局豫南地区的首个据点;濮阳新店则进驻濮 阳经开万达广场,为当地消费者带来全新的购物体验。 盒马的入驻,不仅为市民带来更丰富、更高品质的消费选择,也进一步丰富了地区的商业形态,助力区域商业能级与消费吸引力的整体提升。此次四店同 开,也标志着盒马2025年50新城、百家新店计划的稳步推进。 南阳新店熟食区提供色香味俱全的热菜美食 今年以来,盒马持续强化生鲜供应链建设,为新城新区消费者提供丰富多样的时令商品。新店中,霜打青菜、鲜黄精等冬季滋补食材新鲜上架;水产区汇聚 帝王蟹、深海大黄鱼、挪威三文鱼等全球鲜活海产;红颜草莓、云南超大蓝莓、海南芒果凤梨等高品质水果琳琅满目。此外,首批空运抵华的智利4J车厘子 也已同步上架,满足消费者对高端水果的尝鲜需求。 除了丰富的商品选择,盒马新店的周边居民还可以享受周边3-5公里范围"最快30分钟送达"的即时配送服务。数据显示,蚌埠店线上 ...