以下文章来源于晓芳聊财经 ，作者王晓芳团队 晓芳聊财经 . 说商业奇闻、讲品牌故事、人话解读行业内幕。王晓芳，壹创新商学创始人，20年企业管理咨询经验， 链接赋能16万家企业。聚景资本管理合伙人，投资中信建设、喜马拉雅、金维制药等众多项目。 那时候的驿站，真的是"10平米小店，月入3万不是梦"。 但如今，正如一位大V所说： 作者： 王晓芳团队 来源： 晓芳聊财经 谁能想到，就在几年前，快递驿站还是普通人，挤破头想进的"低门槛造富赛道"。 ------------------------------ 据2025年上半年，行业实测数据显示： 甚至有网友调侃："如果和谁有仇，就一定要推荐他做快递驿站"。 当一个行业靠"低门槛"野蛮生长，神话的崩塌只是时间问题。 于是，这两年，你会发现一个扎心的现象： 全国各地的快递驿站，转让信息铺了满屏。 "急转"、"低价"、"接手即做"的字眼随处可见，转让费低到一两万，都难寻接盘侠。 从曾经被捧为 "社区印钞机"的快递驿站，到如今走到了无人接盘的地步，这中间到底发生了什 么？ 全国18.7万家快递驿站里，超半数都在亏损； 且平均存活周期，从2.3年直接暴跌到11个月； 开店半年倒 ...

Core Viewpoint - The express delivery station business, once perceived as a low-cost and low-barrier entrepreneurial opportunity, is now facing significant challenges, leading many operators to exit the market despite previous profitability [5][27]. Group 1: Business Challenges - Many express station owners are experiencing financial losses despite high package volumes, with one owner reporting an average monthly delivery volume of 80,000 but still operating at a loss [5][27]. - The competitive landscape has intensified, with new entrants and aggressive tactics among existing operators, including price wars and complaints to regulatory bodies [10][16][27]. - The introduction of new regulations has increased operational burdens, forcing some owners to handle deliveries themselves, which raises costs and complicates operations [25][27]. Group 2: Financial Dynamics - The average income from delivery fees has decreased, with one operator noting a drop from 4,500 to around 1,500 monthly due to increased competition and reduced package volumes [27]. - Penalties from delivery companies are a significant financial drain, with one operator reporting that over 70% of their income was deducted due to fines [18][22]. - The overall trend in the express delivery industry shows a decline in service prices, with a reported 8.2% decrease in average delivery fees in early 2025 [28]. Group 3: Market Trends - The express delivery market is projected to grow, with an estimated 175.08 billion packages expected in 2024, reflecting a 21.5% year-on-year increase [27][28]. - Despite the growth in package volume, the profitability for individual stations is declining due to increased competition and reduced fees, leading to a challenging environment for operators [27][28]. - The rise of alternative delivery models, such as automated delivery vehicles, is changing the operational landscape, further complicating the situation for traditional express stations [27]. Group 4: Survival Strategies - Many station owners are diversifying their business models by incorporating additional services, such as community group buying or retail, to supplement their income [29]. - Some operators are actively seeking to transfer their stations to new owners, often advertising them as "profitable immediately," despite the underlying challenges [6][29]. - The survival of express stations often hinges on the owner's ability to manage costs effectively and adapt to the rapidly changing market dynamics [29].

Core Insights - 7-Eleven is undergoing self-rescue efforts after the withdrawal of a takeover bid by Canadian convenience store giant ACT, which marked a loss of a quick transformation opportunity for 7&i Holdings [5] - The convenience store industry is actively exploring new store models to seek breakthroughs amid challenges of sluggish growth and profit pressure [1][5] New Store Formats - 7-Eleven has launched a new store format in Tongzhou District, featuring a 24-hour service window, redesigned employee uniforms, and new product offerings including self-service coffee machines and a relaxation area on the second floor [3] - Lawson has also accelerated service innovation with its first new store in Qingdao, offering 24-hour services such as package collection and self-service charging [3] - Both companies are focusing on unique products as a standard feature of their new store formats, with Lawson emphasizing the need to develop specific products based on consumer characteristics [4] Industry Challenges - 7-Eleven is experiencing a slowdown in franchise growth, with a reported 0.7% decline in revenue and an 11.0% drop in operating profit for the first quarter of fiscal year 2025, marking five consecutive quarters of negative growth [5] - In comparison, competitors like FamilyMart and Lawson have maintained an 8% growth rate in daily sales [5] - The number of 7-Eleven stores in China has been surpassed by Lawson, with 6,652 and 4,639 stores respectively [5] Competitive Landscape - Domestic convenience store brands such as Meiyijia, Yijie, and Kunlun Haokai are dominating the top three positions, prompting foreign brands like Lawson and 7-Eleven to innovate and localize their strategies [6] - New entrants like Three Squirrels and Kudi Coffee are also entering the convenience store market, indicating a trend of cross-industry competition [7] - The convenience store sector is increasingly focusing on young consumers, with a need for precise channel and customer matching [7] Market Trends - The China Chain Store & Franchise Association's report indicates that the number of convenience stores will continue to grow in 2024, with 24-hour and community-based stores becoming increasingly important [8] - Convenience stores are encouraged to enhance product cost-effectiveness and adopt a strategy of "market demand + differentiated value" to develop proprietary brand products [8]