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淘宝闪购上线“到店团购” 前有美团、后有抖音,阿里如何啃下这块硬骨头?
Mei Ri Jing Ji Xin Wen· 2025-09-21 13:15
每经记者|陈 婷 每经编辑|张益铭 9月20日,在将定位设为上海的前提下,《每日经济新闻》记者在淘宝闪购页面发现了"到店团购"的身 影。 不同于高德声势浩大地上线"高德扫街榜","到店团购"的上线被处理得极为低调。 同日,记者从淘宝闪购方面了解到,上线消息属实,"到店团购"业务已启动,首批覆盖上海、深圳、嘉 兴三个城市的核心商业区域,品类涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个餐饮品类。 淘宝闪购方面称,这是"水到渠成"的业务发展。与此同时,记者在"高德扫街榜"进入部分商家的页面 后,也看到了"团购"身影。此外在支付宝"卡包"界面下的"神券"页面,记者发现了"到店团购"选项。 对于淘宝闪购而言,上线"到店团购"业务不但补全了其在本地生活板块的重要拼图,也给淘宝App(应 用程序)赋予了更多功能。对早已陷入激烈角逐的本地生活赛道而言,阿里系这一动作,无疑给本就焦 灼的战局又添了一把火。 集结"三大军团" 《每日经济新闻》记者在淘宝闪购页面看到,本次上线的团购主要包括饮品面包、小吃快餐等高频消费 品类。 "团购本质就是以量换价,一方面可以吸引顾客达到引流效果,另一方面也能促成淘宝闪购和更多线下 店合作。" ...
这个时代最大的红利是什么?
Hu Xiu· 2025-09-11 00:12
近期印象最深刻的一句话,是"当前最大的时代红利,是如今是普通人躺平成本最低的年代。" 从理性上来说,我没法否认这句话。此时此刻,我正喝着淘宝闪送的 3 块钱奶茶,吃着美团满 28 减 18 的炸鸡敲键盘,这样的时代上下五千年确实是头一遭。 在我叫了一位家政阿姨,发现她化着好看的妆,得知她曾经开了5家美容院时; 在我前几天和网约车司机聊天,得知他是在裁员后开车出门假装上班时; 在我楼下摆摊的摊主38度还戴着口罩,意识到他们可能不只是为了食品卫生,更是因为害怕被以前的同 事和朋友认出来时; 这些瞬间似乎总在提醒我:躺平成本低,既可以说是最大的红利,也可以说是其他所有红利消失的原 因。 二 就拿便宜外卖来说,背后是很多人的不高兴。 骑手不高兴。《晚点LatePost》的报道里,一组数据让我印象深刻:中国外卖业务人力成本低至约 1 美 元(美国:5 美元);送餐速度平均每单仅需 35 分钟(美国:75 分钟,俄罗斯:数小时)。同时拥有 但从感性来说,我没法称赞这句话。 因为我知道,我付出的成本,就是其他人的收入。 总有很多瞬间,让我没办法为自己占了便宜沾沾自喜: 在我开门发现给我送奶茶的是一位孕妇外卖员时; 一 最严 ...
县城消费,靠的不是“婆罗门”
Sou Hu Cai Jing· 2025-06-24 11:17
Core Insights - The article discusses the transformation of county towns in China, highlighting the contrast between urban and rural consumption patterns and the impact of new consumer brands on these areas [2][3][11]. Group 1: County Towns and Consumption - County towns were historically viewed as symbols of poverty and backwardness compared to major cities like Beijing and Shanghai [2][3]. - The rise of new consumer brands in county towns reflects a desire among local youth to emulate urban lifestyles, leading to a rapid adoption of trendy products [7][9]. - The average number of tea shops in a county town exceeds that of major cities, indicating a shift in consumer behavior and preferences [10]. Group 2: Impact of Short Video Platforms - Short video platforms have significantly altered the consumption landscape in county towns, allowing local businesses to reach consumers more effectively [13][19]. - The integration of short video marketing has enabled new business ecosystems to emerge, with local restaurants and shops leveraging these platforms for promotion [19][20]. - The competition landscape in county towns differs from that in larger cities, as local businesses rely more on word-of-mouth and community ties rather than traditional review platforms [14][19]. Group 3: Cultural Perception and Aesthetics - The aesthetic appeal of county towns has gained attention on social media, reflecting a complex relationship between urban and rural identities [21][22]. - The perception of county towns as "others" continues to shape consumer behavior and brand strategies, with urban consumers often romanticizing rural life [21][22]. - The competition in the market hinges on understanding both the internet landscape and the unique characteristics of county towns [22].