白酒淡季卖爆，本地零售底层逻辑正在被重塑 作者：尚羊、金森 编辑：金森 这次美团闪购618，酒水、3C数码、家电等品类都在即时零售模式的"改造"下实现大幅增长，尤其是酒水品类，突破配送延迟、传统酒水渠道售价偏高的 劣势后，更是呈现爆发式增长。酒食酒市618大促首日，店铺卖了300多瓶五粮液，半个月内GMV同比翻了十倍。 这些数据的背后，是美团闪购以平台流量、广泛的配送网络等核心能力，推动线下商家从单一线下销售向线上线下融合的全域经营转变，从依赖经验的粗 放管理向数据驱动的精准决策转变，最终实现经营全链路的效率提升。 公开信息显示，今年618，近百万实体店在美团闪购上迎来超过1亿名顾客。美团闪购联合近百万家实体门店，为本地商品零售带来新增长空间。6月23 日，美团还宣布将全面拓展即时零售，推动零售新业态提质升级，包括闪购业务将继续拓展品类等。 当即时零售从新兴业态迈向主流模式，当本地零售的底层逻辑完全被重塑，线下商家们正在以美团闪购为代表的即时零售平台，找到确定性的增长路径。 "这半个月，我们GMV同比翻了十倍。"梅江川向《号外工作室》透露其品牌在美团闪购618中的战绩。 梅江川表示，白酒品类存在堆库存、压货的 ...

Core Viewpoint - The implementation of the strict "ban on alcohol" has led to a dramatic decline in sales for liquor stores, with an 80% drop in sales reported nationwide, indicating a significant shift in the Chinese consumption market and exposing the unsustainable reliance on public funds for the liquor industry [1][3][14] Group 1: Impact on Liquor Stores - Liquor store owners have experienced a drastic change in their business, with some reporting daily losses after the new regulations took effect, leading to a 90% drop in sales for many [3][6] - The reliance on government and corporate orders for high-end liquor has been highlighted, with 60% of high-end liquor sales previously depending on public funds, which has now been severely impacted [6][7] - Some liquor store owners are pivoting to selling lower-priced items like bottled water and beer, as high-end liquor sales have plummeted [3][8] Group 2: Industry Dynamics - The liquor industry has been characterized by a reliance on relationships and public procurement, creating a distorted market where prices were inflated due to artificial demand [7][10] - Major liquor companies are now struggling to maintain sales, with reports of a 70% drop in high-end liquor sales and excess inventory piling up [10][11] - Smaller regional liquor companies are adapting more quickly by eliminating sales targets and allowing flexibility for distributors, indicating a shift in strategy to survive the current market conditions [10][11] Group 3: Adaptation Strategies - Liquor store owners are employing various strategies to survive, including live streaming sales and focusing on community-based retail to cater to individual consumers rather than corporate clients [11][12] - Some owners are innovating by selling gift cards for high-end liquor, allowing customers to purchase discreetly without violating the new regulations [12] - The overall sentiment is that the industry will undergo a significant transformation, with predictions that 50% of liquor stores may close, and those that survive will need to adapt to a consumer-driven market [13][14]