以下文章来源于每日人物 ，作者每人作者 每日人物 . 轻商业，懂生活。 来源丨 每日人物（ID：meirirenwu） 作者丨宋春光 编辑丨 亚利 图源丨摄图网 林远 是 一位 生活在 山西 县城的 职业加盟商 ， 从 2021年开始，前后加盟了5家赵一鸣零食，1家 瑞幸咖啡 。 他 曾经在 北京大厂 积累了 第一桶金， 又 踩在 加盟的 " 风口 " 拥有了 目前的 加盟 版图 。 调查 和分析 品牌 加盟 数据， 总结 方法论 ， 寻找新 标的 是他的 日常 ， 也是 兴趣。 去年 ， 我们 曾和 他 首次 交流， 在 《 第一批县城加盟商，开始闭店了 》 这篇文章里， 他 表示 加盟已经 很 卷， 自己 要放慢加盟脚步，等待新风口 。 一年过去， 我们 再次 和 林 远 聊了聊 ， 发现 他的新增加盟店铺还是 0个。他不是没有积极寻找新 的项目，但 最终 认为 " 热闹都是表面的，加盟群里 真正的好项目根本看不到几个 " ， 三年前 横空 出世的 零食店 那样的 好项目 ， 再难涌现 。 今年 热门 的 硬折扣超市 算 是 切中 了 他眼里 的 " 刚需场景 " ， 但 动辄 需要 三四百万元 开店 成 ...

▲这是灵兽第1721篇原创文章 生鲜传奇超大店是在购物中心的"食品生活馆"，满足情绪性消费。 在灵兽传媒和超采会于2025年10月30-31日联合主办的2025中国零售创新峰会暨小业态发展大会与中国零售供应链展览会上，王卫做了以《吃着玩儿》为 主题的演讲。 下为演讲全文（有删改）： 要看懂消费降级下"精致的贫穷"的社会心态，并围绕"情绪消费"和"吃着玩"彻底重构商品逻辑。 作者/楚勿留香编辑整理 ID/lingshouke 有关"大店好还是小店好"的争论，在零售行业一直都未停止。 当然，这也与经济周期相关，二者互有"胜负"。在推崇小店、"小而美"的当下，被视为小业态引领者的乐城超市＆生鲜传奇董事长王卫，再一次将目光聚 焦"大店"。 他认为，重整开业的乐城超市，既不是传统超市的升级，更不是大卖场的回光，而是购物中心中，餐饮、奶茶店、咖啡店、化妆品店的降维消费。 比如，我们最早做的零食店，100平方米一天能做3万多元，毛利率高，一个月就能回本。尽管数据很好，但当时做大店出身的人，内心还是瞧不起小店 的，觉得太简单、不值一提。 1 从大卖场衰落到小业态崛起 各位来宾，大家早上好。感谢岳峰再次邀请我参加这个小业态论坛 ...

Core Insights - The rise of youth-oriented shops is driven by a shift in consumer expectations, where experiences and emotional connections are prioritized over mere products [1] - The challenge for these shops lies in converting transient emotional resonance into lasting consumer loyalty [1] Group 1: Characteristics of Youth Shops - Youth shops differentiate themselves through unique scene creation, offering tailored environments that resonate with young consumers' needs [1] - Understanding specific consumer demographics allows these shops to transform niche demands into broader market appeal, avoiding homogenization [1] Group 2: Impact of the Internet - The internet accelerates the popularity of youth shops by leveraging social media for rapid outreach, creating a cycle of online attention leading to in-store visits and further sharing [2] Group 3: Challenges Faced - Many youth shops face the "flash in the pan" dilemma, struggling with issues such as homogenization and concept imitation, which stifles innovation [3] - The tension between long-term product development and the fast-paced market environment complicates the ability to maintain originality [3] - Over-reliance on social media for traffic can lead to a decline in product quality and customer retention, making shops vulnerable to algorithm changes [3] Group 4: Consumer Sentiment - There is a growing fatigue among young consumers towards overused marketing terms like "healing" and "niche," leading to a desire for genuine understanding rather than superficial branding [4] Group 5: Strategies for Longevity - To transition from "viral" to "sustainable," youth shops must focus on product uniqueness and establish irreplaceable core advantages [5] - Balancing slow product refinement with quick market responsiveness is essential, allowing for both quality assurance and adaptability [5] - Building a community-centric ecosystem can enhance customer loyalty, emphasizing emotional connections and local engagement [6] - Understanding the true needs of young consumers and moving away from superficial branding can foster deeper emotional connections [6] - The future of youth shops lies in balancing innovation with authenticity, focusing on quality and genuine consumer engagement [6]

Group 1 - The rise of snack stores is a significant consumer trend in China, comparable to the popularity of milk tea shops [1][2] - Snack stores primarily cater to consumers outside of first-tier cities, tapping into a vast market [2][3] - The appeal of snack stores lies in their variety and affordability, allowing consumers to purchase multiple flavors at a low cost [3][5] Group 2 - Snack stores fulfill two consumer desires: the craving for variety and the need for affordable indulgence [5][6] - The low investment and operational requirements make snack stores attractive for franchisees, contributing to their rapid expansion [10][11] - The uniform demand for snacks across different regions facilitates quicker establishment of snack stores compared to restaurants [12][13] Group 3 - Despite their growth, snack stores face challenges, particularly low profit margins, with "Mingming Hen Mang" reporting a gross margin of 7.5% and a net profit margin of 2% [14][15] - The average gross margin for franchisees in the snack industry is around 20%, while the parent company retains a lower margin [16] Group 4 - The entry of new players, such as "Chayan Yuesheng," a well-known milk tea brand, into the snack market indicates the sector's attractiveness [21][22] - Chayan Yuesheng's strategy involves developing its own snack products, differentiating itself from typical snack stores that rely on existing brands [24][26] - The brand's expertise in flavor development from its milk tea business enhances its ability to create appealing snack products [27][28] Group 5 - Chayan Yuesheng's expansion into snacks is a response to local market saturation and aims to attract repeat customers [30][31] - The integration of snack offerings at milk tea locations allows for cross-selling opportunities, enhancing customer experience [34][36] - The ability to sell self-branded snacks through e-commerce platforms broadens market reach beyond local areas [37][38] Group 6 - Chayan Yuesheng's approach of combining high-margin milk tea with low-margin snacks can improve overall profitability [41]

以下文章来源于新经销 ，作者赵胜男 新经销 . 专注于中国消费品领域新媒体，对通路营销、渠道数字化及新零售领域进行专业研究及媒体报道。 国家统计局日前公布的数据显示，2024年，中国社会消费品零售总额487895亿元，比上年增长 3.5%，但这一数字背后却难掩行业的深层裂变。 传统零售业态持续承压，线上线下融合加速、新兴模式冲击加剧，一场关于生存与转型的战役悄然打 响。 图片来源：walmart 据「新经销」统计的31家零售上市企业中，仅10家实现营收增长，13家利润增长，分化格局进一步凸 显。 全球化企业凭借全渠道布局逆势突围，而依赖传统模式的企业则在成本高企与消费疲软中艰难挣 扎。 从沃尔玛全球电商销售额突破300亿美元，到名创优品海外营收占比近40%；从苏宁易购扣非净利润亏 损超10亿元，到国美零售营收同比骤降26.76%—— 财报数据的冰火两重天，折射出零售行业剧变期 的残酷真相。 电商渗透率攀升、即时消费需求爆发、低价折扣业态崛起，正在重塑消费者行为与行业竞争逻辑。 | | | | | 2024年上市零售企业财报 | | | | --- | --- | --- | --- | --- | --- | ...

Investment Rating - The report indicates a favorable investment outlook for the volume snack store industry in China, highlighting significant growth potential and market opportunities [4]. Core Insights - The volume snack store industry in China has experienced rapid growth, with market size increasing from 1.81 billion to 41.47 billion from 2018 to 2022, achieving a CAGR of 87.0%. It is projected to reach 217.29 billion by 2027 [5][26][29]. - The competitive landscape is characterized by frequent mergers and acquisitions among leading brands, indicating a shift towards consolidation in the industry [4][7]. - The industry is transitioning towards community-based consumption, with volume snack stores emerging as a preferred retail channel due to their cost-effectiveness and convenience [6][35]. Market Overview - The volume snack store industry is defined as a new retail format that focuses on offering a wide variety of snacks at competitive prices, primarily targeting lower-tier markets [16][17]. - The market has seen a significant increase in the number of stores, with estimates suggesting over 60,000 stores by 2027 [6]. - The industry is benefiting from a shift in consumer preferences towards affordable and diverse snack options, particularly among younger demographics [42]. Industry Chain - The industry chain consists of upstream snack suppliers, midstream volume snack stores, and downstream consumers who prioritize cost-effectiveness and quality assurance [40][42]. - Major suppliers include well-known snack manufacturers that provide a mix of branded and private-label products, with a significant portion of sales coming from bulk private-label snacks [42]. Competitive Landscape - The competitive landscape is described as fragmented, with no single dominant player, but notable brands like "Snack Busy" and "Wancheng Biological" are rapidly expanding their market presence through acquisitions [7][29]. - The report highlights the strategic mergers between leading brands, such as "Snack Busy" and "Zhao Yiming," as a key trend in the industry [7][29]. Growth Drivers - The growth of the volume snack store industry is driven by the increasing demand for snacks, with the overall snack market in China reaching 1,535.97 billion in 2022 and expected to grow further [31][34]. - Continuous capital investment is facilitating the rapid expansion of volume snack stores, with significant funding rounds reported in recent years [36][38].