零食连锁零售

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帝卡姆环球严选,全面升级,正式推出省钱超市
Sou Hu Cai Jing· 2025-10-09 11:48
近年来,随着消费者对性价比需求的持续攀升,一种融合量贩式采购与社区便利的新型零售模式正在悄然兴起。近日,国内量贩零食连锁零售品牌帝卡姆宣 布全面升级旗下门店业态,推出以"省钱超市"为核心定位的全新门店形态,主打"量贩零食+日用百货"组合,通过供应链优化与场景创新,为消费者提供更 具价格竞争力的购物选择。这一战略转型不仅折射出当前零售行业的变革趋势,更反映出企业应对消费分级时代的精准洞察。 社区化服务增强用户黏性 帝卡姆将每家门店视为社区服务中心的延伸,推出多项接地气的增值服务。所有门店配备便民药箱、充电插座、热水供应等设施;部分试点店铺开设"闲置 交换角",鼓励居民用二手物品兑换积分。每周三设为"银发关爱日",60岁以上顾客可参加免费健康检测。这些举措使门店周边1公里范围内的家庭渗透率达 到47%,远超行业平均水平。某位经常光顾的李阿姨表示:"除了价格实惠,能代收快递、提供休息区这些细节才真正打动我们。" 行业观察:零售业进入精算时代 中国连锁经营协会数据显示,2024年上半年主打高性价比的社区零售业态增速达14.2%,显著高于大卖场3.5%的增长率。帝卡姆的模式创新实质是对"人货 场"关系的重新定义——通过 ...
“好想来”母公司万辰集团董事长解除留置,量贩零食“双雄”竞争白热化
Guan Cha Zhe Wang· 2025-05-27 05:59
Group 1 - The chairman of Wancheng Group, Wang Jiankun, has had his detention lifted, allowing him to resume his duties, which is expected to stabilize the company's operations [1] - During Wang's detention, Wancheng Group's stock price increased significantly, rising from 94.99 yuan per share to a peak of 156.85 yuan per share, marking a gain of over 65% [1] - Wancheng Group reported a total of over 15,000 signed stores by the end of Q1, with a rapid opening pace, particularly in its "Haoxianglai" brand, which has over 10,000 stores [2][3] Group 2 - Despite the rapid expansion, Wancheng Group's revenue for the last year was 32.3 billion yuan, significantly lower than its main competitor, Mingming Hen Mang, which reported 39.3 billion yuan [2] - Wancheng Group's net profit for the last year was approximately 294 million yuan, while Mingming Hen Mang's adjusted net profit reached 913 million yuan, highlighting a substantial profitability gap [2] - In Q1, Wancheng Group achieved a revenue of 10.82 billion yuan, a year-on-year increase of 124.02%, and a net profit of approximately 215 million yuan, reflecting a staggering growth of 3344.13% [5] Group 3 - The company aims to enhance its supply chain efficiency and profitability through a value chain restructuring mechanism that includes direct procurement and centralized pricing [6] - Wancheng Group plans to continue investing in its supply chain, logistics, brand development, and digital capabilities to improve profit margins and operational efficiency [6] - The company acknowledges the need to maintain growth momentum in the face of a slowing store opening pace and is focused on optimizing its operational strategies [5][6]
下沉市场的零食革命者:解码鸣鸣很忙港股IPO背后的商业密码
Sou Hu Cai Jing· 2025-05-03 20:23
Group 1: Company Overview - The company "Mingming Hen Mang" was formed through the strategic merger of "Snacks Busy" and "Zhao Yiming Snacks," establishing a network of 14,394 stores across 28 provinces in China within 8 years [1] - The company's GMV is projected to exceed 55.5 billion yuan in 2024, with an average of 21 new stores opening daily and over 1.6 billion transactions throughout the year [1] - Revenue surged from 4.286 billion yuan in 2022 to 39.344 billion yuan in 2024, demonstrating the effectiveness of its "low-margin, high-volume" business model [1] Group 2: Market Strategy - The company's success is attributed to its deep integration with China's urbanization process, particularly in capturing the county-level economic benefits [3] - By placing 58% of its stores in county and town areas, the company fills the gap between international brands and local small shops, addressing the high demand and low supply in these markets [3] - The company employs a pricing strategy that is 25% lower than traditional supermarkets, promoting consumption equality and offering products like sugar-free yogurt and imported snacks at urban-rural parity [3] Group 3: Business Model Innovation - Unlike traditional snack companies, the company has created a unique value chain by collaborating with 50% of the top food companies in China to reduce costs and enhance quality control [5] - The company utilizes a bulk sales model, with over 40% of sales coming from loose items, allowing for flexible packaging and a lower barrier to trial [5] - The revenue model is primarily based on product sales (99.5%), disrupting the traditional franchise model by leveraging scale to benefit franchisees [5] Group 4: Challenges Ahead - Despite its leading position in the snack retail sector, the company faces risks related to category expansion, as the introduction of new product lines in 2025 may dilute its core snack business [7] - The saturation of the county-level market is a concern, with the average population served per store dropping to 23,000, leading to increased internal competition among franchisees [7] - The company must balance the direct supply from manufacturers with the need for product differentiation, especially given its annual procurement volume exceeding 30 billion yuan [7] Group 5: Market Implications - The company's IPO journey reflects the capitalized demand for consumption upgrades in the lower-tier markets, as "quality-price ratio" becomes a key decision-making factor [8] - The company's approach to supply chain reconstruction is reshaping the landscape of China's fast-moving consumer goods market [8] - Maintaining a 25% price advantage at a large scale will be crucial for the company's long-term value assessment in the Hong Kong stock market [8]
年销555亿,1.5万家门店,平价零食霸主要IPO了
创业邦· 2025-04-29 23:47
从 40 ㎡小店起步,到 1.5 万家门店、年销 555 亿,占据全国量贩零食市场 28.6% ,零食巨头 " 鸣鸣很忙 " 正冲刺港股 IPO 。 今天带大家看看这匹零食界的黑马。 详情请戳视频 以上就是本期全部内容,如果您想了解更多 最新 企业 动态, 欢迎登录 睿兽分析 查看,解锁 赛道 图谱 以及 行业报告 。 4月28日,湖南鸣鸣很忙商业连锁股份有限公司向港交所递交招股书,计划以"零食很忙"和"赵一鸣零 食"双品牌登陆资本市场。 招股书显示,公司2024年实现门店零售额555亿元,全年交易超16亿笔,已是中国最大休闲零食连锁零售 商。 ...