Core Insights - In 2025, October Rice experienced rapid growth, with total revenue reaching 3.064 billion yuan, a year-on-year increase of 16.9%, and adjusted net profit soaring by 97.7% to 294 million yuan, resulting in an adjusted net profit margin increase from 5.7% to 9.6% [1] Group 1: Brand Strategy and Market Positioning - October Rice utilized a dual strategy of "new generation celebrity endorsement + media authority empowerment" to effectively convert "traffic—trust—sales" during the new rice season, addressing the core pain point of "brand voice not landing" in new consumer brands [3] - The brand targeted the "Z generation emotional consumption" demand by appointing popular actor Ke Chun as the "Chunxiang Recommendation Officer," launching a limited edition of Wuchang rice, which significantly enhanced brand recognition among young consumers [3][5] - October Rice reinforced its brand barrier by leveraging media resources, including a dialogue with the president of the China Agricultural Risk Management Research Association, showcasing its innovations in the supply chain and enhancing consumer trust in its "farm-to-table" model [5] Group 2: Channel Development and Product Innovation - The company constructed a comprehensive channel network of "e-commerce + supermarkets + instant retail," achieving breakthroughs in immediate retail and segmented product offerings to meet the trend of "instantaneous and scenario-based" household food consumption [6] - October Rice launched differentiated product matrices focusing on three major scenarios: small vacuum-packed rice for single-person meals, limited edition collaborative products for young consumers, and upgraded corn products for diverse leisure scenarios [8] - The brand's strategy emphasizes capturing the "last mile" of consumer entry through partnerships with instant retail platforms, reducing delivery times to 30 minutes, which aligns with the fresh and emergency consumption attributes of household food [6] Group 3: Supply Chain and Long-term Growth - October Rice ensures quality and cost advantages through "direct sourcing + intelligent warehousing + order-based production," maintaining a stable market share in the Northeast rice category [9] - The brand has conducted traceability for new rice seasons for four consecutive years, ensuring high-quality raw materials from core production areas, and has cumulatively procured over 14 billion yuan of raw grain from 2020 to 2024 [9] - The growth logic of October Rice during the 2025 new rice season represents a breakthrough in "new consumption internal competition," focusing on "precise traffic conversion, channel efficiency enhancement, and deep supply chain integration" rather than relying solely on price or marketing wars [9]