Core Viewpoint - Meituan has launched a "free return shipping" service for apparel and footwear, enhancing the shopping experience for consumers by allowing quick returns within 30 minutes, thus addressing common size-related return issues [1][3][4] Group 1: Service Overview - The new service allows Meituan's black gold and black diamond members to return items without shipping costs, with a maximum return time of 30 minutes [3][4] - Over 50 brands and more than 20,000 stores have adopted this service, including major brands like Nike, Adidas, and Anta [3][4] - This initiative marks the first free return shipping service for apparel and footwear in the instant retail sector [4] Group 2: Consumer Insights - Research indicates that functional apparel, particularly sportswear, is popular among consumers for various activities, and they prefer a "buy now, wear now" experience [4][5] - The return rate for these items is generally low, primarily due to size issues, and consumers desire a quick return process to maintain their immediate usage [4][5] Group 3: Business Impact - The service is fully funded by Meituan, alleviating the financial burden on brands while enhancing customer satisfaction and potentially increasing repurchase rates [4][5] - Brands participating in the service have reported improved sales and customer feedback, indicating a positive impact on their business [5][6] - During the recent Double 11 shopping festival, Meituan's sales for over 800 brands doubled, with sportswear becoming a significant growth area [6]

Core Insights - The report by Accenture titled "New Propositions for a Better Life - Insights into Chinese Consumers" analyzes the structural changes occurring in the Chinese consumer market, highlighting two main themes: "Rational Upgrade" and "Demand Restructuring" [2][10]. Group 1: Rational Consumption and Brand Loyalty - Chinese consumers are becoming increasingly rational, with over 55% frequently comparing multiple brands even if they have a preferred one, indicating a dilution of brand loyalty [3][25]. - Domestic brands are rising across various categories, with consumer preference for domestic products surpassing that for international brands in beauty, 3C electronics, home appliances, and apparel [3][14]. - The preference for domestic brands is driven not only by price but also by cultural recognition and emotional value, with 85% of consumers prioritizing cost-effectiveness and 70% valuing product quality [15][25]. Group 2: New Priorities and Consumer Behavior - Consumers are reordering their life priorities, with a significant increase in focus on health and wealth, while aspirations related to career, love, and personal growth are being suppressed [4][40]. - Nearly 90% of consumers actively focus on physical and mental health, with 70% choosing to save money to enhance financial resilience, and 60% engaging in skill development or side jobs, forming a "safety triangle" of health, wealth, and learning [4][47]. - The shopping experience is evolving, with 85% of consumers preferring online browsing while still valuing in-store experiences, indicating a desire for a blend of efficiency and emotional interaction [4][39]. Group 3: AI Integration in Daily Life - AI is rapidly becoming integrated into daily life, with 77% of consumers frequently using AI tools, viewing them as advisors (65%) or assistants (63%), and even as partners (46%) [5][26]. - AI lowers the barriers to information access, enabling consumers to make more autonomous and efficient decisions in shopping, learning, and other areas [5][39]. Group 4: Brand Response Strategies - In the era of rational consumption, brands must provide "justifiable premiums" through solid product quality and clear value propositions to gain consumer trust [6][11]. - Emotional connections are crucial, with brands needing to engage deeply with consumers in real-life scenarios, such as creating immersive experiences or enhancing consumer confidence through integrated online and offline services [6][11]. - Leveraging AI to understand consumer needs and optimize experiences is becoming a core competitive advantage for brands [6][11].

Core Insights - The "new silver-haired population" aged 45 and above has grown from 460 million in 2020 to 660 million in 2023, becoming a significant driver of the consumption market, shifting from "basic elderly care" to "quality living" [1] - The report by iResearch and Kuaishou reveals that the consumption needs of this demographic are evolving from basic utility to a pursuit of quality and comfort, aligning well with Kuaishou's content and e-commerce ecosystem [1][2] Industry Trends - The consumption scale of the 45 and above demographic in China has exceeded 14 trillion yuan in 2023, with a continuous increase in consumption proportion [2] - Policies such as the "Silver Economy 26 Articles" and an increase in average life expectancy to 79 years are driving the expansion of the new silver-haired market, making it a key force in boosting domestic demand [2] Digital Empowerment - Digital platforms like Kuaishou are becoming central to the lifestyle consumption of the new silver-haired population, which is actively embracing online life [4][5] Demographic Breakdown - The new silver-haired population can be categorized into four groups: Practical, Vitality, Calm, and Zen, each with distinct attitudes and consumption preferences [7][10] - The Vitality group (45% of the population) is the main driver of "self-satisfying consumption," while the Practical group (18.6%) balances family and self, and the Calm group (22.8%) focuses on basic consumption [10] Core Consumption Scenes - Health, travel, and fashion are identified as the three core scenes for the new silver-haired population's "comfortable" lifestyle, with a shift from basic functionality to quality experience [11][13][15][18] Kuaishou's Ecological Advantages - Kuaishou leverages a diverse content ecosystem, including short videos and live streaming, to meet the varied needs of the new silver-haired population [20][21] - The platform's trust mechanisms, such as official certifications and user reviews, help alleviate consumer concerns [21][28] Future Trends - The market is expected to evolve towards "comfort, ease, and satisfaction," with products and services increasingly focusing on user experience [24][25][26] - A multi-dimensional trust system is being established to ensure consumer confidence, addressing concerns about product authenticity and service reliability [27][28] Conclusion - The pursuit of a "comfortable" lifestyle is driving the transformation of the silver economy from survival to quality living, with Kuaishou playing a pivotal role in this transition by creating a comprehensive ecosystem that meets the needs of the new silver-haired population [29]

Core Viewpoint - The article discusses the contrasting approaches of two prominent livestreaming hosts, Dong Yuhui and Li Jiaqi, during the Double Eleven shopping festival, highlighting Dong's proactive strategy and Li's more subdued presence this year [2][4][18]. Group 1: Dong Yuhui's Strategy - Dong Yuhui created a large-scale livestreaming event for Double Eleven, attracting nearly 70 million viewers and generating over 300 million yuan in sales from October 9 to 11 [4][13]. - This year, Dong Yuhui demonstrated greater focus and commitment compared to last year, where he was less involved in livestreaming during the same period [9][10]. - Dong Yuhui's team has adopted a more professional approach, including pre-announcing products and extending livestream hours, which aligns with strategies used by other successful hosts [14][15]. Group 2: Li Jiaqi's Shift - Li Jiaqi's marketing for Double Eleven has been notably less aggressive this year, particularly regarding the "red envelope rain" promotions that previously generated significant buzz [19][22]. - Despite still being a leading figure in sales, Li Jiaqi's livestreaming performance has not returned to previous peak levels, with his sales figures showing a decline compared to past years [23][29]. - Li Jiaqi's change in mindset reflects a more relaxed approach to expectations, indicating a shift in his overall strategy and engagement with the audience [24]. Group 3: Market Dynamics - The competition between Dong Yuhui and Li Jiaqi is intensifying as both target similar demographics, with Dong Yuhui's audience primarily consisting of middle-class consumers in high-tier cities [26][28]. - The livestreaming e-commerce market is experiencing slower growth, with projections indicating a decline from 197% growth in 2020 to around 18% from 2024 to 2026 [26][31]. - Dong Yuhui is benefiting from the growth of Douyin's e-commerce platform, which has seen a 34% increase in growth, contrasting with the slower growth of Taobao's livestreaming segment [31][32].

在一众大主播几乎"失声"的双11，董宇辉搞出了个大动静。 他搭建了一个双11"大卖场"，偌大的场馆内，沙发、床、冰箱等家纺家电产品依次摆放着，灯光架起，摄像机就位。 这是董宇辉为特地为双十一准备的直播现场。 连续三天，董宇辉在这里带货。据飞瓜数据显示，10月9日至11日，与辉同行累计吸引近7000万人次观看，卖出了超3 亿元销售额。 "才十月份，大家说怎么就双11了？"董宇辉对着镜头解释，"平台节奏就是这样，各家也都这么跟。"自10月9日抖音双 11启动，董宇辉就进入连播三天的节奏。每一天，他的直播时间都比预告中多出两到三小时，直到次日下播。 1 和去年双十一相比，今年的董宇辉明显更专注和投入。 这与去年形成鲜明对比。去年双11大促刚开始时，董宇辉并不怎么在直播间，反而是忙于出差。根据当时排班表显 示，他在关键一周仅直播四小时，还错开两场双十一专场。 今年3月，在接受新浪采访时，董宇辉说要向李佳琦、罗永浩学习，"我得向他们学习，他们确实都非常优秀。" 如今，董宇辉正在强化自己的带货和主播人设。而董宇辉的学习对象李佳琦，却在这个双11显得有些冷清。 以往，李佳琦是双十一的绝对C位。就比如去年，李佳琦直播间下"红 ...