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一杯饮品里的下沉市场变革:古茗的“价值共生”实践
Cai Jing Wang· 2025-12-29 10:12
截至2025年中,古茗门店总数已达11179家,同比增长17.5%。更值得关注的结构是:81%的门店位于二 线及以下城市,乡镇市场的脉络持续深入。 这组数据勾勒出的,不是一个单纯追求数字的狂飙故事,而是一幅基于强大系统性支撑的稳健拓张图。 古茗的影响力,首先根植于对"核心价值"的坚守——即"每天一杯喝不腻"的产品承诺。实现这一承诺, 靠的是背后强大的自主研发体系。 2025年上半年,古茗推出52款新品,其研发框架牢牢建立在食品科学的持续研究之上。同时,品牌敏锐 捕捉消费趋势,在咖啡赛道取得关键进展,超8000家门店配备咖啡机,上新16款咖啡饮品,展现了其产 品矩阵的进化能力。 古茗主要通过加盟模式实现万店规模,但其对加盟商的理解远超传统的"授权-管理"关系。作为业内首 个成立加盟商委员会的茶饮公司,古茗将加盟商视为重要的战略共谋者,在重大商业决策前主动听取意 见。这种尊重与开放,构建了独特的信任基础。 从东南小镇"大溪"出发的一杯茶,何以穿越山河,成为万千城乡消费者每日的熟悉味道,并在此过程中 重塑一个行业的竞争逻辑? 在财经网主办的2025年度创新经济评选中,古茗茶饮以其深厚扎实的体系能力与广泛深入的市场影 ...
星巴克回应顾客喝竞品被要求遮挡杯子
Xin Lang Ke Ji· 2025-12-28 07:03
对此,星巴克客服表示,星巴克从关怀所有顾客的角度出发,一般不建议顾客在门店内食用气味较大的 食品。 【#客服回应星巴克喝竞品被要求挡杯子#】据媒体报道,近日有网友称,在星巴克喝竞品被要求尽快 喝。 对于网友反映的情况,客服称将记录并向内部相关部门反馈,同时强调"我们完全尊重顾客的选择"。 网友发布的一张聊天截图显示,涉事消费者表示自己被"星巴克恶心到了"。 因他在店内饮用竞品品牌饮品时,被工作人员告知尽快喝或使用星巴克杯套遮挡杯子。 该消费者表示,自己是星巴克"金星会员",并指出门店并未标明"禁止外带食品",因而对工作人员的处 理方式感到不适。 ...
面包市场分化:桃李下滑,宾堡扩张丨消费参考
此外,21世纪经济报道记者还了解到,宾堡在B端毛利率相对不错。"B端省去大量渠道成本、营销费用,C端品牌也为打开B端市场起到背书 作用。"宾堡相关业务负责人称。 21世纪经济报道记者贺泓源、实习生李音桦 面包市场继续分化。 桃李面包披露的财报显示,在2025年前三季度,该公司营收同比下滑12.88%至40.49亿元;归母净利润同比下滑31.49%至2.98亿元。其中,三 季度营收同比下滑11.64%至14.37亿元;归母净利润同比下滑35.05%至0.94亿元。 背后是,桃李面包面临全国性销售下滑。三季度,该公司分华北/东北/华东区域分别实现营业收入3.21/6.43/4.70亿元,分别同比下滑10.14%/下 滑14.24%/下滑8.25%。仅华中区域营收同比增长7.78%至0.60亿元。经销商数量上,前三季度,桃李面包净减少1个至974个。 作为对比,宾堡集团在华处于扩张期。 该公司披露,截至2025年第四季度,宾堡在中国的有效销售点数较去年同期取得明显提升。2025年至今,宾堡中国在电商、O2O、会员商店等 渠道生意增速显著。另据21世纪经济报道记者了解,宾堡在华营收大概率处于增长区间。 需要注意的是, ...
东方甄选线下开店:直播巨头的零售突围与未知挑战
Xin Lang Cai Jing· 2025-12-11 02:21
东方甄选从直播间走向实体店,表面是新店开业,实质是战略重构。这场转型背后是线上红利见顶与内 部震荡的双重压力。 2025财年财报显示,公司来自抖音、淘宝及自有应用程序等所有销售渠道的已付GMV已从143亿元降至 87亿元。在头部主播董宇辉离职后,东方甄选粉丝量与流量深受影响。与辉同行的抖音粉丝在一年内迅 速超过3000万,而东方甄选主账号当前粉丝量为2805万。 据公开报道,东方甄选正以1.5万—3万元薪资招聘北京首家旗舰店的店长,要求具有"餐饮+零售"复合 业态管理经验。这家位于北京中关村、面积约400平方米的店铺将不仅销售生鲜、零食和日用品,还设 有简餐和咖啡饮品区。 2025财年,东方甄选来自所有销售渠道的已付GMV从去年同期的143亿元降至87亿元,其中占大头的抖 音渠道订单数从1.8亿单下降至9160万单。 战略转向:从线上流量场到线下体验场 线下零售的核心逻辑与线上完全不同。从选址、选品、供应链到店面布局、顾客动线、货架陈列,都是 积累了百年的核心技术。东方甄选的线下扩张也与其供应链建设成果密切相关。截至2025年5月31日, 公司已推出732款自营产品,同比增加50%。自营产品在GMV中的占比从 ...
3万月薪急寻店长,东方甄选对标胖东来
Sou Hu Cai Jing· 2025-12-06 12:50
Core Insights - The article discusses the shift of leading players in live-streaming e-commerce towards offline retail as the online traffic dividend reaches its peak. Oriental Selection is initiating a nationwide expansion with a flagship store in Beijing, combining dining and retail in a 400 square meter space to enhance online and offline integration [1][7]. Group 1: Company Strategy - Oriental Selection is actively recruiting for store managers with high expectations for offline operations, emphasizing the need for extensive retail experience and management skills, particularly from candidates with backgrounds in chain brands like Convenience Bee and 7-11 [1]. - The flagship store's design includes a dining and coffee area, reflecting a strategic pivot towards food services and delivery, aiming to control the entire supply chain from warehousing to delivery, thus improving fulfillment efficiency [2]. - The company aims to replicate the success of "Fat Donglai," known for its high-quality products and customer loyalty, as a strategy to differentiate itself in a competitive e-commerce landscape [2]. Group 2: Market Trends - The trend of offline expansion is becoming essential for e-commerce players as competition intensifies online, with companies like "Jiao Ge Peng You" and "Mei Wan" also increasing their offline presence to leverage the experiential advantages of physical retail [4]. - The successful case of a merchant who transitioned from a high-return online store to a hybrid model of online and offline sales illustrates the potential of integrating both channels [4]. Group 3: Operational Challenges - The complexity of offline retail operations, including inventory management and service standards, poses significant challenges for Oriental Selection, which must develop a replicable standard operating procedure (SOP) for nationwide expansion [5]. - Balancing online traffic generation with offline customer acquisition while maintaining quality will be a core challenge for the company as it transitions from live-streaming to physical retail [6].
东方甄选首店将开,400平米门店月薪3万招店长
3 6 Ke· 2025-12-05 03:55
高薪招聘店长只是第一步,后续能否补齐零售基因短板、在激烈竞争中找到差异化定位,才是决定其线下布局成败的关键。 东方甄选,不平静。 自东方甄选前CEO孙东旭离职后,俞敏洪亲自接任法定代表人、经理及董事职务,公司股价在震荡中度过了一个月的适应期。 就在市场揣测这家直播电商巨头下一步动作时,其经营范围新增餐饮管理、外卖递送服务、餐饮服务业务的工商信息变更,率先释放出"探索多元可能"的 市场信号。 紧接着,《北京商报》12月3日披露的一则招聘启事引发行业聚焦:东方甄选正以1.5万至3万元月薪,为北京首家旗舰店寻觅店长,优先锁定"餐饮+零 售"复合业态管理人才。 图:东方甄选旗舰店招聘 「零售商业财经」查询发现,目前东方甄选"店长"招聘已悄然下架,但"储备店长"的招聘已更新,虽然东方甄选尚未公开回应实体店布局的具体规划,但 可以确定的是,俞敏洪念叨了一年多的"全国百家门店"构想,终于迈出了实质性的一步。 野心 从东方甄选首家旗舰店的规划细节来看,这家位于中关村核心商圈的门店面积约400平方米,涵盖生鲜、零食、日百等便利店商品,同时设置简餐和咖啡 饮品区,走"餐饮+零售"的复合业态路线。 在业态组合上,东方甄选对标的是便 ...
瑞幸被曝克扣员工工时,每天白干3小时,官方暂未正面回应
Xin Lang Cai Jing· 2025-12-04 08:16
来源:BUG 《BUG》栏目 闫妍 近日,瑞幸咖啡陷入"压榨员工"争议。在社交网络上,有大量自称瑞幸员工的人士曝料公司存在"克扣 工时"等问题,引发广泛关注。 其中,有自称是瑞幸的员工曝料称,自己每天工作12小时,但公司系统仅登记9小时工时,被无偿压榨3 小时。还有前员工透露,工时制度简直是文字游戏:"排班表上写着休息,但员工必须在店内待命,不 能离开,还得随时帮忙接单、打包,可这几小时的待命时间,一分钱工资都没有。" 更有网友呼吁,"请瑞幸的领导和老板听听员工的心声,想要长久做好,还是要对自己的员工好一点。" 对于网友普遍反应的瑞幸"克扣工时、压榨员工"等问题,《BUG》栏目向瑞幸方面进行求证,截至发稿 官方暂无回应。此外,瑞幸客服人员被问及此事时,回避了核心问题,仅表示:"非常抱歉,我们确实 没有收到相关通知。" 被曝克扣员工工时,每天白干3小时? 近日,在社交网络上,有不少自称是瑞幸的员工集体控诉公司"克扣员工工时",他们表示,每日实际工 作12小时,公司系统仅登记9小时,相当于无偿加班3小时。还有前员工透露,排班表标注的"休息时 间"实则是店内待命,需随时协助接单、打包,却无任何报酬,堪称文字游戏式压 ...
东方甄选向线下求增量,月薪3万招聘首店店长
Xin Lang Cai Jing· 2025-12-04 01:33
Core Insights - Oriental Selection, led by CEO Yu Minhong, is taking steps to open its first flagship store in Beijing, with a focus on hiring experienced managers in the "food and retail" sector [1][2] - The company aims to leverage its existing educational resources and customer flow from New Oriental's teaching points to establish a low-cost offline presence [5] - Recent financial reports indicate a significant revenue decline, attributed to increased competition in the live e-commerce sector and strategic business adjustments [6][7] Recruitment and Store Details - The flagship store will be located in a prime area of Beijing, covering approximately 400 square meters and offering a mix of convenience store products, fresh food, and a dining area [2] - The recruitment for the store manager position offers a salary range of 15,000 to 30,000 yuan, with specific experience requirements in retail and new retail management [1] Financial Performance - For the fiscal year ending May 31, 2025, Oriental Selection reported total revenue of 4.4 billion yuan, a year-on-year decrease of 32.7% [6] - The company achieved a net profit of 6.2 million yuan, a drastic drop of 97.5% compared to the previous year's profit of 249 million yuan, indicating ongoing challenges following strategic shifts [6][7] Strategic Developments - The recent appointment of Yu Minhong as the legal representative and manager of the company reflects a strategic shift, with an expansion into food service and delivery sectors [8] - The opening of the flagship store is seen as a critical move for Oriental Selection to enhance its offline presence and attract new customer traffic [7]
东方甄选将在北京开首店,直播机构扩张线下
Xin Jing Bao· 2025-12-03 13:57
Core Viewpoint - Dongfang Zhenxuan is expanding its offline presence by opening its first flagship store in Beijing, with a focus on hiring a store manager with a salary range of 15,000 to 30,000 yuan, indicating a strategic shift towards physical retail to capture new growth opportunities in a competitive online environment [1][1][1] Group 1: Company Expansion - Dongfang Zhenxuan plans to open its first flagship store in Beijing, located in Zhongguancun, covering an area of approximately 400 square meters [1][1][1] - The flagship store will offer a variety of products, including fresh food, snacks, daily necessities, as well as a casual dining and coffee area [1][1][1] Group 2: Industry Context - The company is responding to the challenges of intense competition in online live streaming, where profit margins are declining due to high traffic acquisition costs [1][1][1] - Other live streaming organizations, such as San Zhi Yang, Jiao Ge Peng You, and Mei Wan, are also exploring offline scenarios to enhance brand recognition and capture additional market share [1][1][1]
东方甄选首店落户中关村,俞敏洪启动百家门店计划
Xin Lang Ke Ji· 2025-12-03 13:37
Core Insights - Dongfang Zhenxuan, led by CEO Yu Minhong, plans to open its first offline flagship store in Beijing as part of a broader strategy to establish a nationwide presence with 100 stores [1] Group 1: Store Details - The flagship store will be located in Zhongguancun, Beijing, covering an area of approximately 400 square meters [1] - The store will offer a variety of products including fresh food, snacks, daily necessities, as well as a casual dining and coffee beverage area [1] Group 2: Recruitment Strategy - Dongfang Zhenxuan is looking to hire a store manager with a salary range of 15,000 to 30,000 yuan, prioritizing candidates with experience in both the restaurant and retail sectors [1]