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酒水与饮料的“双向奔赴”:一场边界模糊的集体突围
Sou Hu Cai Jing· 2025-06-03 14:02
这些双向的跨界行为,打破了饮料与酒业之间原本泾渭分明的界限,构建起一幅全新的行业竞争图景。这些跨界混战不仅重构了行业竞争图景,更折射出 存量时代消费产业的集体焦虑与突围。 日前,三只松鼠亮出三张酒牌:"孙猴王"精酿、"呼息"果酒、"橘猫"红酒。休闲零食巨头如此高调"喝"酒,为整个消费产业边界模糊的混战添上浓墨重彩 的一笔。 此前,疑似蜜雪冰城跨界酒业的"福鹿家"以奶茶模式经营鲜啤生意,元气森林也早已推出气泡酒,在预调酒领域悄然布局。而另一侧,酒业巨头们正反向 入侵饮料世界:重庆啤酒推出"苍洱橙味汽水",乌苏啤酒推出低糖能量饮料"电持",燕京啤酒将区域汽水品牌"倍斯特嘉槟"升级为全国单品,青岛啤酒则 通过并购整合崂山系饮料…… 跨界烽烟:饮料与酒业的双向渗透 三只松鼠以三大酒类品牌高调跨界,产品线覆盖精酿、果酒、红酒,试图以多元化产品矩阵覆盖不同人群的饮酒场景。元气森林则延续其气泡基因,推出 低度气泡酒,试图以熟悉的味觉体验降低消费者尝试门槛。这些自带庞大流量与年轻基因的品牌,正以闪电战姿态切入酒类市场腹地。 另一边,传统酒业亦不甘示弱。茅台推出悠蜜蓝莓果汁,泸州老窖推出全新醋饮品牌"柚吃醋",古井推出能量饮料 ...
跨界卫生巾、啤酒!三只松鼠是不务正业吗,章燎原回应质疑
Nan Fang Du Shi Bao· 2025-05-23 09:52
Core Viewpoint - The company is expanding its product offerings beyond snacks to include personal care and household items, with a focus on high-frequency necessities and a goal to open 20 new stores this year [1][4][9] Product Expansion - The company plans to launch a new brand of sanitary napkins called "她至美" (She is Beautiful), along with 30 other personal care products including wipes, trash bags, and laundry detergent [1][3] - In the beverage sector, the company aims for a sales target of 100 million yuan for its alcoholic beverages this year, introducing three new brands including "呼息" (Breath) and "橘猫" (Orange Cat) [1][4] Sales and Revenue Goals - The company has set ambitious sales targets for various product categories: 250 million yuan for convenience foods, 100 million yuan for personal care products, and 50 million yuan for coffee [4][8] - The company reported a revenue growth of 49.30% year-on-year to 10.623 billion yuan in 2024, with a net profit increase of 24.17% to 408 million yuan [9] Market Strategy - The company is adopting a multi-channel approach, including the opening of a new type of store called "全品类生活馆" (All-Category Lifestyle Store) and expanding its convenience store model [1][9] - The company is focusing on supply chain efficiency and product standardization to enhance its market competitiveness [8] Brand Development - The company is incubating 33 sub-brands, with a strong emphasis on innovation and rapid market entry [4][6] - The founder emphasized the importance of seizing market opportunities and the flexibility of the company's operational structure to support multiple brand launches [6][8]