淘宝闪购年货节负责人表示："我们发现年货消费正逐步走向即时化、场景化。此次围绕四大情感场景布局商品与服务，正是为了更贴近年轻人的真实生 活需求。" 行业分析指出，年货节的即时零售模式，精准契合了年轻人"悦己"与"自我关怀"的情感需求。在新年节点，优质年货不再只是计划性采购，更成为随时随 地可实现的即时犒赏与社交互动。 晓风 近日，淘宝闪购正式启动2026年货节，以"淘宝闪购买年货，30分钟送到家"为核心主张，围绕团聚、出行、礼赠、装扮玩乐四大高频场景推出年货购物解 决方案。 随着年轻用户成为消费主力，年货采购正从过往以家庭为单位的"集中囤货"，转向更个人化、场景化的"即时满足"。如今的年货不再是节前统一备货 的"库存商品"，而成为融入日常、随时可得的品质选择。 基于这一洞察，淘宝闪购年货节于12月底提前开启，通过整合盒马鲜生、天猫超市的优质商品供给，并联合大润发、沃尔玛等大型连锁商超，百果园、酒 小二、吉列等知名品牌，共同推出多款新年节日爆款及冬季时令大单品。智利车厘子、红颜草莓礼盒、鲜活波士顿龙虾、澳洲和牛肥牛卷、榴莲千层等品 质食材，以及"马上有钱"银柳福桶、新年玫瑰花束等节庆好物悉数上线，覆盖送礼、聚会 ...

Core Viewpoint - Yonghui Supermarket is implementing the "Pang Donglai model" in its new store in Yancheng, focusing on high-quality retail and affordable pricing to enhance customer experience and drive sales growth [2][4]. Group 1: Store Opening and Performance - The new store at Baolong City Square in Yancheng opened for trial operation on December 11, following the successful launch of the first store on July 31, which saw sales increase by over 150% and customer traffic grow by over 100% in the first week [2]. - The dual-store strategy aims to cover the core business district of Yingbin South Road, providing residents with convenient and high-quality shopping options [2]. Group 2: Product Structure Optimization - The store has optimized its product structure by removing 6,919 items and adding 4,394 high-quality products, achieving a 48.3% increase in new offerings [4]. - The product mix now aligns with 80% of the Pang Donglai system, with imported goods increasing to 11% and fresh food items rising from 5% to 23% [4]. Group 3: Seasonal Promotions and Thematic Activities - The store launched a winter-themed "Yonghui Hot Pot" campaign, featuring a variety of hot pot bases and high-quality ingredients, enhancing the shopping experience through interactive displays [6]. - The bakery section offers popular items like durian mille-feuille and matcha red bean soufflé, with personalized services available [6]. Group 4: Environmental and Service Upgrades - The store layout has been optimized for a more comfortable shopping environment, with wider main aisles and reduced shelf heights [8]. - Over 40 customer-friendly services have been introduced, including rest areas and customized food processing options [10]. Group 5: Employee Welfare Improvements - The number of employees increased from 103 to 150, with average salaries rising and additional benefits such as paid leave and improved facilities being provided [12]. - The store's trial operation signifies the deepening of Yonghui's "quality retail" strategy in Yancheng, aiming to create a supermarket that enhances customer satisfaction [12].

文｜窄播 麻花 一家购物中心可以容纳下多少家面包店？5个？10个？现在看来，这个数字可能太少了。 网红品牌云集的北京朝阳合生汇目前一共有23家烘焙店，其中包括总是在排队的B&C黄油与面包、UH祐禾、石头先生的烤炉和JOJO丹麦下午茶。而人流 量极高的上海龙之梦，眼下同时开着17家烘焙店，离它500米范围内，还有同样不缺客流的DRUNK BAKER和gluglu。 有业内人士将2024年看作是现制烘焙的元年，因为不少新兴连锁品牌都是在这一年开始大规模的全国连锁化和品牌化。人均消费在30元-40元的HOT CRUSH趁热集合、石头先生的烤炉、祐禾、RollING BEANS手作瑞士卷都从这一年开始大举开店，消费者一边喊着「月薪两万买不起面包」，一边仍然 蜂拥而至排在了店门口。 但紧接着，又有餐饮从业者将2025年总结为烘焙的内卷元年，因为狂飙一年后，烘焙的潮水正在逐渐褪去，行业也进入了优胜劣汰阶段：曾经需要靠黄牛 才能买上的RollING BEANS橱窗前已经很少再需要排长队；在全国开出了250家店的热气饼店在南京、无锡和绍兴的门店先后关店；趁热集合2024年在南 京开出首店时曾经创下了排队两小时的盛况，却在开业 ...

Core Viewpoint - Yantai, a traditional industrial city, is leveraging new consumption models and scenarios to upgrade its consumption landscape, successfully becoming a pilot city for new consumption formats with a national subsidy of 300 million yuan [1][2]. Economic Development - In 2023, Yantai became the 25th city in China to achieve a GDP of over 1 trillion yuan, with a projected GDP of 10,782.83 million yuan for 2024, indicating strong economic growth [2]. - The city has a permanent population of 7.03 million and an urbanization rate of 70.11%, providing a substantial consumer base with a per capita disposable income of 50,858 yuan [2]. Industrial Layout - Yantai's industrial strength is highlighted by its leading agricultural products, such as "Yantai Apple" and sea cucumbers, with the industrial output value expected to exceed 1 trillion yuan in 2024 [2]. - The city has over 6,000 accommodation and catering enterprises and more than 7,000 cultural, sports, and entertainment businesses, indicating significant potential for the integration of culture and consumption [2]. Commercial Space Development - Yantai is developing a commercial space framework consisting of six core business districts and twelve characteristic streets, which collectively support a retail sales total exceeding 370 billion yuan [3]. - The city aims to achieve a retail sales total of 375.75 billion yuan in 2024, with a growth rate of 6%, surpassing national and provincial averages [3]. Government Initiatives - The city has established a coordinated mechanism for promoting consumption and has implemented a comprehensive consumption promotion system involving policies, activities, carriers, and industries [4]. - Plans include over 200 themed events and a budget of 50 million yuan for distributing consumption vouchers annually, fostering a continuous consumption trend [4]. New Consumption Scenarios - The opening of Hema Fresh in Yantai has generated significant consumer interest, with daily foot traffic exceeding 40,000 and online orders increasing by 50% post-opening [5]. - The shift in consumer behavior towards experiential shopping is evident, with Yantai focusing on the "first store economy" and new consumption scenarios to invigorate the market [5][6]. Cross-Industry Integration - Yantai is developing new tourism and consumption products, including various themed tours, and enhancing night-time economy initiatives, which have increased night-time revenue share to over 35% [7]. - The city is leveraging popular IPs from media and culture to enhance its tourism and consumption landscape, successfully integrating local resources with national media [8][9]. Future Plans - Yantai aims to establish 15 first-store centers and support 200 new first-store introductions, alongside creating 30 service consumption gathering areas by 2025 [9]. - The city plans to cultivate 50 local IPs and open 150 themed stores, promoting a new consumption landscape through innovative collaborations [9].

Core Viewpoint - The bakery industry is experiencing a contrasting trend compared to the competitive "9.9 yuan price war" in the tea and coffee sectors, with high-priced products becoming increasingly common in popular bakery stores [1][2] Pricing and Consumer Perception - High prices for bakery items, such as 30 yuan for egg tarts and 50 yuan for loaves of bread, are prevalent, with most products priced between 20 yuan and 60 yuan [1] - Consumers express mixed feelings about the high prices, with some willing to pay occasionally while others find the quality lacking compared to cheaper supermarket options [1] - Long queues at popular bakery stores have become a hallmark, with consumers often waiting hours to purchase trendy items [1] Cost Factors - Rising raw material costs are a significant factor driving up prices, as many brands are competing for quality ingredients [1] - High labor costs are also a concern, as training skilled bakers takes months, and the industry faces a high spoilage rate due to short product shelf life [1][2] - The operational costs, including rent and labor, contribute to the overall pricing strategy of bakery products [2] Marketing and Consumer Engagement - To maintain brand relevance, trendy bakeries are continuously launching limited products and engaging in marketing activities, which are reflected in their pricing [2] - Social media plays a crucial role in promoting bakery products, with topics related to "must-try bakery items" gaining millions of views [2] - The appeal of trendy bakeries lies in their ability to meet the emotional and experiential needs of younger consumers [2] Industry Challenges - Product homogeneity is a significant issue, with many new offerings lacking true innovation, leading to consumer fatigue [3] - The presence of counterfeit products and negative experiences, such as long wait times, are eroding brand loyalty [3] - The decline in the number of registered bakery-related businesses over the past five years indicates potential challenges in the industry [2] Future Directions - Experts suggest that brands should invest in research and development to create healthier products and innovate in ingredients and processes [3] - Operational improvements, such as centralizing production and adopting smart technology, could help reduce costs and waste [3] - Shifting marketing strategies from attracting new customers to retaining existing ones through transparency and trust-building is recommended [3]

Core Insights - Sam's Club, a warehouse membership supermarket under Walmart, has shown impressive performance in Guangzhou, with its Meilin Tiandi store achieving annual sales exceeding 3 billion yuan, establishing itself as a national benchmark [1] - The company continues to expand, planning to open a third store in Liwan and a green building store in Baiyun District, while enhancing its delivery network through "Express Cloud Warehouse" [1] - However, Sam's Club faces a trust crisis due to controversies surrounding its app redesign, executive changes, and product selection standards, leading to increased consumer scrutiny [1][4] Expansion and Performance - The first Sam's Club in Zhongshan opened in September this year, indicating ongoing expansion efforts [3] - The Meilin Tiandi store's sales performance highlights the brand's strong market presence in Guangzhou [1] Consumer Sentiment and Competition - Consumer sentiment is shifting, with discussions on social media about the diminishing value of Sam's membership, as customers reassess the quality and pricing of products [4] - Competitors like Hema X and Costco are intensifying the price competition, leading to a reduction in Sam's perceived advantages in pricing and product quality [5][6] Challenges in Product Innovation - Sam's Club is experiencing a lack of innovative products, with members expressing fatigue over the limited variety of popular items [9][10] - The rapid replication of Sam's popular products by competitors has diminished the uniqueness and appeal of its offerings [10][11] Shopping Experience and Operational Issues - The shopping experience at Sam's Club is reportedly declining due to overcrowding and longer wait times for services, which undermines the premium experience that members expect [6][13] - The rapid expansion has led to inconsistencies in product quality and customer service across different locations, raising concerns about operational management [13] Future Directions - Experts suggest that Sam's Club must focus on balancing supply chain efficiency, digital member management, localized product innovation, and enhanced shopping experiences to remain competitive [13]

Core Insights - Yonghui Supermarket has reopened its Shuimu Tiandi store in Chongqing, enhancing its urban layout and providing a better shopping experience for local residents [1] Group 1: Store Upgrade and Product Offering - The store's product system has been completely restructured, with a total of 8,500 items, 70% of which are newly introduced products, and the proportion of imported goods has increased to 12% [3] - The overall product structure now exceeds 80% of the product system of the well-known brand Pang Donglai, significantly improving product variety and quality [3] - A notable highlight of the upgrade is the increased proportion of freshly prepared items, enhancing the food experience for customers, with the bakery section introducing 95 new products and the deli section increasing to 356 items [3] Group 2: Local Market Commitment - The upgraded store has made significant improvements in shopping environment, personalized services, and employee benefits, reflecting the company's commitment to the local market [5] - The company aims to deepen its understanding of local consumer needs and continue to strengthen its brand presence in the southwestern market of China [5]

Group 1 - The core viewpoint of the article highlights the rise of "supermarket baking" as a new growth engine for retail brands, moving from a marginal presence to a central focus in the industry [1] - Major retail brands like Sam's Club and Hema are leveraging innovative products like mochi and durian mille-feuille to enhance their performance, while others like Yonghui and Wumart are exploring self-operated baking and factory collaborations [1] - The article raises questions about the transformation of the baking supply chain in new retail and the need for stable, standardized, yet innovative products for supermarkets [1] Group 2 - The "2025 Fresh Produce Grand Class" aims to address the challenges faced by the baking supply chain and provide new answers for the industry [1] - The event will feature discussions on various topics, including the operational strategies for baking areas, supply chain construction, and cost control, focusing on practical solutions rather than theoretical discussions [14] - The baking category is identified as a key area for structural growth within supermarkets, combining fresh attributes, ready-to-eat qualities, and emotional value [11][14] Group 3 - The event will host over 30 industry experts who are practical operators and creators of new models, providing insights into the growth potential of frozen baking in retail [10] - The forum is positioned as a resource connection platform, facilitating direct communication between baking factories and potential clients, which is crucial for business growth [8][17] - The discussions will emphasize the need to return to product fundamentals and reconstruct growth strategies, moving away from outdated retail models [9]

Core Insights - Hefei's consumer capacity has been continuously improving, with significant progress in cultivating regional consumption centers and stimulating market vitality [1] - The opening of the Yonghui Supermarket's new store in Hefei marks the company's eleventh store in the city and the third in the Yao Hai District, indicating a strategic expansion into lower-tier markets [1] Product Structure Optimization - Yonghui has implemented a "product-first" strategy, restructuring its product offerings into three main pillars: "Top Brands," "Yonghui Custom," and "Quality Yonghui" [2] - The store has reduced its product range from 13,883 items to 10,978, with a new addition of 4,539 items, resulting in a 41.3% increase in new products [2] - The proportion of fresh food items has increased from 4.8% to 13%, with a simultaneous rise in imported goods to meet consumer demands for quality and variety [2] Own Brand Expansion - Yonghui plans to develop 500 own-brand products over the next five years, with several items already available in the new store, including orange juice, laundry detergent, and organic vegetables [4] - The fresh food section features a variety of high-quality products, including organic vegetables and premium fruits, alongside a selection of meats and seafood [4] Enhanced Environment and Services - The store has improved its shopping environment by removing mandatory pathways and standardizing shelf heights to create a more open layout [6] - Various customer services have been introduced, including meat processing, seafood cleaning, and additional amenities like health measurement tools and mobile charging stations [6] Pricing Strategy - The store employs a pricing mechanism for fresh-cut fruits and juices, offering discounts based on the time since production, with a focus on selling fresh items only [8] Community Life Center Development - The external rental area of approximately 2,500 square meters includes 25 merchants across various categories, aiming to create a community service platform [9] - Partnerships with well-known brands such as KFC and Luckin Coffee have been established to enhance the dining and entertainment options available in the store [10] Market Strategy and Future Plans - The new store represents Yonghui's commitment to deepening its presence in the Anhui market and supporting local consumption upgrades [11] - The CEO of Yonghui has reported an average customer traffic increase of 80% in remodeled stores, with over 60% of stabilized stores achieving higher profitability than in the past five years [11]

Core Viewpoint - The article discusses the evolution of the new Chinese baking industry over the past decade, highlighting the challenges in creating new "blockbuster" products like the "Meat Floss Little Cake" that once captivated the market. It emphasizes the need for a shift from short-lived trends to sustainable, long-term products that resonate with consumers' memories and experiences [5][38]. Group 1: Historical Context and Market Dynamics - The "Meat Floss Little Cake," developed by Bao Caisheng in 2004, became a nationwide sensation in 2014, marking a significant moment in the Chinese baking industry [3][4]. - This product represented a fusion of Chinese and Western flavors, breaking traditional boundaries and creating a new taste experience that appealed to consumers [6][11]. - The rapid expansion of bakery stores and the maturation of supply chain logistics in 2015 facilitated the widespread distribution of the "Meat Floss Little Cake," which was easy to standardize and replicate [8][9]. Group 2: Evolution of Product Categories - The new Chinese baking industry has undergone a transformation from "blockbuster" products to "evergreen" and "daily" products over the past decade [14]. - The "blockbuster phase" (2016-2018) was characterized by products that gained popularity through novelty and rapid social media sharing, such as salted egg yolk pastries and mochi [15]. - The "evergreen phase" saw products like egg yolk pastries become stable choices for consumers, focusing on long-term repeat purchases rather than short-term spikes in sales [17][20]. - The "daily phase" post-2020 integrated new Chinese baked goods into everyday consumer life, making them standard offerings in bakeries [22][23]. Group 3: Challenges and Market Saturation - The article notes that the market for new Chinese baked goods has become saturated, with the emergence of numerous similar products leading to intense competition and reduced profit margins [31][32]. - The rise of short video platforms has changed consumer behavior, making it difficult for any single product to achieve the same level of widespread attention as the "Meat Floss Little Cake" did in its heyday [26][29]. - Consumers are experiencing "taste fatigue," as the novelty of new flavors diminishes, leading to higher expectations for unique and memorable taste experiences [35][37]. Group 4: Future Directions - The industry must transition from a focus on one-time blockbusters to creating products that foster long-term consumer loyalty and repeat purchases [38]. - Emphasizing "scene economy" will be crucial, integrating baked goods into everyday life scenarios such as breakfast and celebrations to build consumer attachment [39]. - Establishing a "taste memory" rather than relying solely on trendy symbols will be essential for creating enduring products that resonate with consumers [42]. - A shift from "single product logic" to a "systematic logic" that combines product matrices and brand value is necessary for sustainable growth [44]. - Brands must develop self-sustaining cycles that focus on community engagement and long-term reputation rather than short-term viral marketing [45].