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双11 战场再扩容,闪购首次参战,其他平台跟还是不跟?
Di Yi Cai Jing· 2025-10-13 11:44
而天猫超市则将双11的"闪购化"明确卷到了近场四小时。天猫超市运营中心总经理循进表示,今年双11,天猫超市主站店和淘宝闪购店将双店运营,目前全 国已有31个城市用户能在淘宝闪购下单天猫超市的商品,随着供应链服务能力的升级,天猫超市要在原本半日达的基础之上,通过闪购前置仓和一日三配, 实现商品最快4小时送达。 外卖预计将在本届双11占有更多戏份。 "史上最长双11"的纪录正被不断刷新。尽管十一假期刚过,电商平台们已纷纷进入双11时间。在一个夏天的外卖激战后,今年双11有何新变化值得关注。 多家电商平台已开启了双11。10月7日,快手启动双11预售,抖音电商在10月9日开启双11好物节,同样在10月9日,京东也宣布双11开启,"现货开卖不用 等"。而淘宝尽管还未正式公布双11的整体节奏,但天猫超市已在9月底率先开启双11,并将走向近场闪购定为今年双11的目标。 越拉越长的双11背后,如何在这个新鲜感渐失的大促节找到新增量是电商平台的共同焦虑,一个值得关注的变化是,外卖预计将在本届双11占有更多戏份。 近场零售要如何改变电商乃至大消费?电商平台们开始答题。 此前,阿里妈妈市场部及商业化运营中心品牌业务负责人虎豹(花 ...
武汉市泓千林电商商行(个人独资)成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-10-12 05:15
天眼查App显示,近日,武汉市泓千林电商商行(个人独资)成立,法定代表人为刘添斌,注册资本1 万人民币,经营范围为一般项目 : 互联网销售(除销售需要许可的商品);日用百货销售;电子产品 销售;电子专用设备销售;电子元器件零售;通讯设备销售;计算机软硬件及辅助设备零售;通信设备 销售;办公设备耗材销售;音响设备销售。(除许可业务外,可自主依法经营法律法规非禁止或限制的 项目)。 ...
雷军密友,扶不起的阿斗?
Hu Xiu· 2025-10-10 02:51
雷军的榜一大哥陈年,曾怒怼周杰伦垃圾,也靠一己之力捧红《大话西游》。从编辑到商人,他在卓越 网创下电商图书奇迹,后创立凡客诚品,鼎盛期年销售近40亿。后凡客从巅峰跌落,库存积压、IPO搁 浅。雷军两度雪中送炭,但凡客已难回主流。 ...
淘宝上几块钱的东西还免运费,商家是怎么赚钱的?内行人道出实情
Sou Hu Cai Jing· 2025-10-08 18:44
Core Insights - The article discusses the business model behind low-priced products on e-commerce platforms, highlighting how merchants manage to sell items at prices as low as 3.8 yuan while still making a profit [1][11]. Group 1: Pricing Strategies - Low-priced items, such as those under 10 yuan, accounted for 35.7% of total transactions on e-commerce platforms in 2025, indicating their growing importance [1]. - Merchants often utilize a "consolidated shipping" model to reduce logistics costs, allowing them to lower the per-item shipping cost to 1-2 yuan [1][3]. - Some merchants employ a "freeloading" strategy, where they include their small items in larger shipments from other sellers, reducing their shipping costs to as low as 0.5 yuan [3]. Group 2: Cost Structure - The production cost for simple items like phone cases can be as low as 0.5-1 yuan, especially when purchased in bulk from manufacturing hubs [3]. - The average profit margin for low-priced items was approximately 15% in the first three quarters of 2025, meaning a 3.8 yuan item might yield a profit of around 0.7-0.8 yuan [3][11]. - Many low-priced products serve as "loss leaders" to attract customers, with some merchants willing to sell at a loss to increase foot traffic [6]. Group 3: Customer Acquisition and Retention - Low-priced items act as a draw for customers, with data showing that stores offering such products see a 30% increase in overall visitor traffic [4]. - Approximately 25% of customers who enter a store to buy low-priced items end up purchasing additional higher-margin products [4]. - Stores with low-priced items have a 20% higher repurchase rate compared to those without [11]. Group 4: Additional Revenue Streams - Many low-priced products offer upsell options, where customers can pay extra for better quality or customization, with 40% of consumers opting for these add-ons [6]. - Merchants often implement minimum purchase requirements to encourage bulk buying, increasing the average transaction value by 35% [7]. - The use of "shared logistics" and optimized packaging for small items can save 0.5-0.8 yuan per shipment, further enhancing profitability [9]. Group 5: Consumer Behavior and Satisfaction - Despite lower prices, consumer satisfaction for items under 10 yuan remains relatively high, averaging 4.1 out of 5, indicating that many low-priced products meet basic expectations [10]. - E-commerce platforms often provide subsidies for low-priced items, which can account for about 5% of the product price, making these items more attractive to consumers [10].
亚马逊(AMZN.US)启动秋季Prime促销活动 零售业“提前黑五”竞争升温
智通财经网· 2025-10-07 14:39
亚马逊于2022年首次推出10月Prime Deal Days活动,作为Prime会员专属的秋季促销,已逐渐成为公司 年度销售活动的重要一环,被视为7月"Prime Day"的秋季版。该活动旨在通过提前开启折扣季,为亚马 逊及其合作伙伴在黑色星期五前抢占消费热潮,同时让Prime会员提前享受科技、家居、服饰、玩具等 热门品类的低价优惠。 业内人士指出,亚马逊10月的促销节正逐渐改变传统零售业的销售节奏。由于大规模折扣提前释放,越 来越多消费者选择在10月进行节前采购,这也促使沃尔玛(WMT.US)、塔吉特(TGT.US)与好市多 (COST.US)等零售商加大同期促销力度,以应对"提前启动的购物季"竞争。 智通财经APP获悉,美国电商巨头亚马逊(AMZN.US)正式启动为期两天的"Prime Big Deal Days"大型促 销活动,被视为今年假日购物季的提前开场。公司表示,Prime会员将在活动中享受多品牌深度折扣, 涵盖玩具、电子产品、家居用品与服饰等多个热门品类。 在玩具类别中,亚马逊推出费雪、MAGNA-TILES与Tonies等深受欢迎品牌的优惠;电子产品方面包括 三星、LG、Bose及Sonos ...
淘抖快摩拳擦掌,这届双11 有什么变化?
Sou Hu Cai Jing· 2025-10-07 06:19
Core Insights - The "Double Eleven" shopping festival, originating in 2009, has evolved into a significant commercial event in China, with total sales reaching 14,418 billion yuan in 2024, marking an increase of approximately 27,725.92 times since its inception [2][3] Group 1: E-commerce Platforms' Preparations - E-commerce platforms are notably proactive this year, with early preparations for the "Double Eleven" sales event [2] - Douyin began its promotional activities on September 8, 2024, with a campaign running until November 11 [2] - Major platforms like JD.com and Tmall have also announced their promotional timelines, with JD.com starting on October 9 and Tmall on October 15 [6][7] Group 2: Changes in Sales Strategies - The duration of the "Double Eleven" event has been extended, with this year's activities expected to last between 31 to 57 days, compared to 26 to 34 days in 2024 [7] - The promotional strategies have shifted towards simpler discount rules, moving away from complex cross-store discounts to direct price reductions on individual items [9] - Platforms like Tmall and Douyin are focusing on direct discounts, allowing consumers to benefit from immediate price reductions without needing to meet minimum purchase requirements [9] Group 3: Market Expansion and New Opportunities - E-commerce platforms are increasingly looking beyond domestic markets, with Taobao planning to invest 1 billion yuan in overseas marketing during "Double Eleven" to boost international sales [11] - Instant retail is emerging as a new growth opportunity, with Alibaba's "Taobao Flash Purchase" driving a 25% increase in monthly active users [12] - Platforms are collaborating more than ever, breaking down silos to enhance sales conversion through partnerships and integrated marketing strategies [13]
多平台抢跑“双11”
Core Insights - This year's "Double 11" shopping festival is starting earlier than in previous years, with JD.com launching sales on October 9, marking the earliest start in history [2][3][4] - The trend of advancing the start date of "Double 11" has been evident over the years, evolving from a single-day event to a nearly month-long shopping festival [4][5][6] Timeline Evolution - The first "Double 11" in 2009 was a one-day promotion, which expanded to three days in 2014, and in 2019, JD.com began pre-sales on October 18, ahead of Tmall's October 21 [6][7] - In 2023, JD.com shifted to a "real-time sale" model, while in 2024, both JD.com and Tmall announced a start date of October 14, pushing the competition into mid-October [7][8] Promotional Strategy Changes - The promotional mechanisms are undergoing a "reduction revolution," simplifying the previously complex rules that consumers faced during "Double 11" [9][10] - The focus has shifted from maximizing transaction volume through complicated rules to enhancing consumer experience and certainty [10][12] Consumer-Centric Approach - The changes reflect a transition to a consumer-centric model, emphasizing shopping experience and efficiency rather than just price competition [10][12] - JD.com emphasizes "no waiting" for consumers, while Tmall is reintroducing pre-sales for high-ticket items, indicating different strategies based on user psychology and supply chain capabilities [11][12] Market Dynamics - By starting earlier and simplifying the shopping experience, platforms aim to smooth out consumer demand over a longer period, reducing logistical and after-sales pressure [13] - Future shopping festivals are expected to focus on supply chain efficiency, user experience, service assurance, and emotional value, rather than solely on price wars [14]
FILA新帅江艳,“押注”网球市场丨消费参考
21世纪经济报道记者贺泓源、实习生李音桦 上任FILA大中华区总裁不久的江艳,正把网球市场放到了战略高度。 "主要是因为线上折扣同比略有变化,同时线上占比提高。线下正价店还是维持了同期的折扣水平。另 外我们主动FILA提升鞋类产品的占比。"安踏集团CFO毕明伟如此解释。 由此,在当下大力投资网球市场,是需要勇气的。 而网球受众的快速增长,或许给了江艳勇气。《中国网球事业发展基础数据》显示,2024年,中国网球 市场规模预计达到367.5亿元,参与人数达到2518万人,比2021年增长了551万人。 还需看到,FILA销售也在起伏。在2024年三季度,FILA销售额同比下降低单位数,主要是潮牌和儿童 表现偏弱。当年,FILA营收同比增长6.1%至266亿元。 近日,FILA宣布,正式续约中国网球公开赛并升级为中网独家官方运动鞋服赞助商,并签约中国男子 网球单打排名榜首的布云朝克特为FILA中国首位网球代言人。 需要注意的是,眼下,运动市场充满着种种挑战。 在2025财年下半年(2024年12月-2025年5月),耐克大中华区营收同比下滑18.7%至32.09亿美元(约合 人民币230亿元)。 在上半年,李宁营收 ...
光明乳业,如何保卫上海市场?丨消费参考
21世纪经济报道记者贺泓源、实习生李音桦 光明乳业在大本营上海越来越被动了。 该公司财报显示,在2025年上半年,光明营收同比下滑1.9%至124.7亿元;归母净利润同比下滑22.5%至 2.2亿元。 其中,液态奶、其他乳制品、牧业产品的营收分别为66.1亿元、44.5亿元、5.2亿元,同比增速分别为下 滑8.6%、增长8.8%、下滑13.8%。 分地区看,上半年光明在上海、外地、境外区域营收分别为 34.9亿元、49.9亿元、39.4 亿元,同比增速 分别为下滑6.9%、下滑1.5%、增长1.9% 。 甚至,光明在上海的营收下滑幅度大于其总体营收下滑幅度。 背后是,乳业需求整体性收缩。 尼尔森IQ数据披露显示,在2025年6月,乳品全渠道销售额同比下滑9.6%。具体到乳业巨头,在上半 年,蒙牛营收同比下滑6.9%至 415.7亿元;伊利关键的液体乳收入同比下滑2.1%至361.3亿元。 回到巨头必争之地的上海,伊利、蒙牛乃至新乳业,都投入颇多。比如,在2024年,新乳业靠着"唯 品"等品牌,在华东区域营收同比增长1.52%至30.66亿元。 作为对比,新乳业在大本营成都就要主动得多。据21世纪经济报道记者了 ...
蜜雪冰城,如何度过柠檬水危机?丨消费参考
Group 1 - The core issue is a supply crisis of lemons affecting the flagship product, lemon water, of the company Mixue Ice City [1][7] - The shortage of lemons has been reported in multiple cities including Zhengzhou, Shanghai, and Changsha [2] - The internal discussions regarding the lemon supply issue began as early as May this year [4] Group 2 - Climate change has led to significant fluctuations in lemon production, with major production areas like Sichuan experiencing a reduction of 30%-60% due to adverse weather conditions [5] - The wholesale price of lemons has surged to 14.98 yuan per kilogram, nearly double the price of 7.87 yuan per kilogram from the previous year [6] - The demand for lemons has increased by 200% due to rising summer temperatures, further exacerbating the supply issue [5] Group 3 - The lemon shortage is expected to persist due to limited domestic production areas [8] - The company remains optimistic about overcoming the lemon water crisis, with expectations of imported lemons arriving soon [9] - Some leading tea brands are considering using concentrated lemon juice as a substitute during the supply crisis [10][11]