以下文章来源于剁椒Spicy ，作者剁椒团队 剁椒Spicy . 专注于电商、营销、流量生态，以及消费者洞察的全新商业自媒体 本文来自微信公众号： 剁椒Spicy ，作者：Mia，原文标题：《谁杀死了面包第一股？一场由山姆、 711、三只松鼠们发动的绞杀》，头图来自：AI生成 2025年第一季度财报犹如一记重锤。数据显示，桃李面包营收同比暴跌14.2%至12.01亿元，归母净 利润更是雪崩式下滑27.07%，仅剩8403.72万元，毛利率与净利率也双双跳水，创下上市以来最惨烈 单季表现。 | 单位: | | --- | | 元 币种: | | 人民币 | | 项目 | 本报告期 | 上年同期 | 本报告期比上年同期 增减变动幅度(%) | | --- | --- | --- | --- | | 营业收入 | 1, 201, 171, 488. 40 | 1, 400, 002, 318. 86 | -14. 20 | | 归属于上市公司股东的净利润 | 84, 037, 214. 32 | 115, 230, 925. 14 | -27.07 | | 归属于上市公司股东的扣除非 经常性损益的净利润 | 79, ...

Group 1 - Competitive analysis is crucial for product selection and store optimization on 1688, focusing on three types of competitors: super competitors, recent competitors, and direct competitors [1] - Super competitors are the top 3-5 players in the industry, serving as long-term learning benchmarks [1] - Recent competitors are those with outstanding sales performance in the last 30 days, allowing sellers to quickly capture market changes [1] Group 2 - Direct competitors are products with similar user demographics, pricing, and features, where sellers can identify differentiation advantages and shortcomings [1] - Sellers can monitor competitors' daily sales data, including sales volume, estimated sales revenue, and turnover rates, using tools like store radar [1][2] Group 3 - Analyzing pricing strategies of competitors, including price changes, promotional activities, and pricing tiers based on specifications, is essential for maintaining competitive pricing [6] - Understanding SKU combinations and sales performance of different variants helps optimize inventory and improve sales efficiency [8] Group 4 - Tracking competitors' promotional strategies during holidays and major sales events can provide insights into effective sales tactics [10] - Observing the frequency and timing of new product launches in relation to market trends can help adjust sellers' own launch plans [10] Group 5 - Analyzing customer feedback on competitors' product detail pages, including reviews and ratings, can reveal strengths and weaknesses, guiding product optimization [13] - Utilizing comment analysis and SKU performance data can help identify market demands and improve service offerings [14][18]

十三岁的三只松鼠2024年营收重回百亿、净利润增85%。其正在通过全品类与多品牌布局，在努力守住 下沉市场规模优势的同时，加入仓储店、即时零售等新战场。 编辑｜苗正卿 题图｜视觉中国 3月27日晚间，三只松鼠披露公告称，公司计划发行H股股票并申请在香港联交所主板挂牌上市。 出品｜虎嗅商业消费组 作者｜李佳琪 同时，年销售额过亿单品达20款，其中瓜子、花生等籽坚果品类均突破亿元，肉制品增速60.2%领跑全 品类。新品孵化周期缩短至3个月，水牛乳千层吐司、黑猪午餐肉等新品贴合消费者对高蛋白、低添加 的需求，上市半年即成千万级单品。 副线的表现也值得关注：儿童零食品牌小鹿蓝蓝销售额达7.94亿元，贡献总营收7.48%，并实现盈利。 财报显示，三只松鼠在2024年同时加快布局和孵化如超大腕（方便速食）、东方颜究生（中式滋补）、 巧可果（巧克力）、围裙阿姨（预制菜）等新品牌，多品牌矩阵布局初步形成。 财报中的2025 年度发展规划显示，三只松鼠将试点仓储式会员店，计划在长三角开设3-5家门店，主打 大包装、高复购单品，对标Costco模式。并引入自有品牌饮料、预制菜等品类。此举既可提升客单价 （目标200元以上），又能 ...