你有没有觉得，这些年的网红层出不穷，画风越来越难以预测？ 曾经，记忆中的烘焙，是这样子的： 现在的烘焙变成了馅料满溢，不停膨胀，看上去已经要溢出屏幕的样子了。 ▲ 小 红书截图 | 侵删 各种流行元素，让产品的名称变得越来越长，看上去像是一个网红关键词大全…… 网红越来越多，价格也也没得越来越贵，有些网红店铺，还需要消费者排队、等待、限购等各种苛刻的规则。 自上世纪8 0年代起，烘焙业开始在大陆地区崭露头角。以现在的审美眼光来看，这个时期的烘焙食品 堪称"朴素" 。 在大街小巷中，夫妻老婆店比比皆是，两人携手打造出一片小天地，而 蜂蜜蛋糕、小面包 等是当时的美味佳肴。 随着9 0年代的到来，好利来引领了第一批连锁店铺的崛起。 克莉丝汀、可颂坊、味多美等连锁品牌如雨后春笋般在各地开设分店。 然而 ， 店内所售的产品大体相同 ， 无论是吐司、蛋挞、麦芬还是蛋糕卷，都给人一种似曾相识的感觉，还算不上网红。 我们的烘焙怎么了？这种多b u ff叠加的网红烘焙，变得更美味了吗？ 今天，我们就来聊聊网红烘焙的进化史， 看烘焙是如何一步步变成今天的模样？ 让小编第一个想到的网红款，那一定是 徹思叔叔， 我曾经也是排队的一员 ...

Core Viewpoint - The article discusses the rising trend of baked goods in supermarkets, highlighting their increasing sales and popularity as a response to the challenges faced by traditional fresh food categories [3][10][19]. Group 1: Sales Performance of Baked Goods - Sam's Club's Swiss roll became a phenomenon, contributing 8%-10% to monthly sales in some stores, with annual sales exceeding 1 billion yuan [6]. - Hema's strawberry box sales approached 200 million yuan during the recent sales season, with four baked goods surpassing 100 million yuan in sales since 2020 [6][10]. - The "big mooncake" from Pang Donglai reportedly exceeded 200 million yuan in annual sales [7]. Group 2: Shift in Supermarket Strategy - Supermarkets are shifting focus from fresh produce to baked goods due to the inability to differentiate in the fresh food market, which has been impacted by e-commerce and community group buying [9][10]. - Dazhonghua's new brands "Runfa Workshop" and "Good Wheat" emphasize fresh and healthy baked goods, with products like potato bread selling out on launch day [11][13]. - The bakery segment has significantly boosted sales for stores like Yonghui, with some locations seeing over 520% year-on-year growth in bakery sales after adjustments [13]. Group 3: Competitive Pricing and Quality - Supermarket baked goods are gaining popularity due to their high cost-performance ratio, with prices significantly lower than specialty bakeries [19][21]. - For example, Sam's cranberry bagels are priced at 23.8 yuan for seven, while Costco's cinnamon raisin bagels are 19.5 yuan for six [19]. - Supermarkets maintain quality by using premium ingredients, such as 100% animal cream and imported New Zealand milk powder, while also employing longer fermentation processes for better flavor [23][24]. Group 4: Marketing and Consumer Engagement - Supermarkets leverage social media platforms like Xiaohongshu to promote new products and engage consumers, creating a buzz around popular items [27][31]. - Special promotions and limited-time offers during holidays further drive consumer interest and foot traffic to stores [29][30]. - The combination of competitive pricing, quality ingredients, and effective marketing strategies has positioned supermarket baked goods as attractive options for consumers [24][27]. Group 5: Industry Trends and Future Outlook - The traditional bakery sector is facing challenges, with notable brands like Christine and Huan Niu Cake House shutting down due to financial difficulties [15][17]. - The market share of traditional bakeries is declining as supermarkets capture a larger portion of the baked goods market, with offline supermarkets accounting for 37.7% of the main consumption channels in 2024 [17]. - The competition in the baking sector is expected to intensify, with supermarkets increasingly focusing on product innovation and consumer trends to differentiate themselves [41].

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 近年来在贸易摩擦背景下，提振内需、刺激消费成为市场中长期主线，不过形成鲜明对比的是，随着消费者结构和消费观念的改变， 美妆、 IP 潮玩、宠物经济等为代表的"新消费"逐渐成为消费新趋势，而白酒、餐饮、消费电子等传统消费依然承压。 2024年以来"新消费"行情已走出多只翻倍股、十倍股，如港股的老铺黄金(2782.21%)、泡泡玛特(1126.12%)、蜜雪冰城(124.81%)、毛戈平 (144.91%)、古茗(175.65%)等；A股的万辰集团(405%)、中宠宠物(160.10%)、会稽山(130.77%)、东鹏饮料(139.08%)等。 目前我国居民消费占GDP比重为38-40%，对比美国、日本的68-70%、55-60%，中长期仍有巨大提升空间。 在后发展阶段， "新消费"赛道有望 成为促消费的重要抓手，当前市场关注度较高的"新消费"赛道包括： 潮玩、茶饮、宠物、新型烟草、黄金珠宝等 ， 其中哪些 "新消费"领域有 望穿越经济周期？（ 点此查看名单 ） 01 从"生存型"向"悦己型"消费！"新消费"或仍处于中早期阶段！ 2024年有关部门主 ...