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良品铺子:2025年上半年营收28.29亿元,门店业务核心品销售占比及店均销售额增长
Cai Jing Wang· 2025-08-26 13:02
2025年上半年,在平台电商渠道,公司把握机会赛道,以产品定制化策略开辟零食新品种,针对消费者 从饱腹型产品需求向解馋型产品的转变,公司通过扩充产品口味、调整产品规格等措施,以更好地满足 线上消费者需求;同时,公司积极通过短视频引流,加持内容种草,促进平台电商渠道爆款产品占比提 升。 在社交电商渠道,公司延续并深化了以新品驱动增长的策略,紧密围绕用户对食品高品质与健康营养的 需求,聚焦核心单品进行深度内容打造与价值传递,持续优化并力推包括"拇指风干牛肉""益生元西 梅""低脂鸡胸肉""香酥龙虾尾"等在内的单品矩阵。 (企业公告) 利润总额及归属于上市公司股东的净利润下降,除前述原因外,还受报告期利息收入及理财收益较上年 同期相比下降约1100万元,且公司收到的政府补助较上年同期相比下降约1900万元两个因素影响。 针对不同渠道变革调整,公告提到,上半年,公司深化"线下门店+本地生活+私域运营"全域生态协 同,通过美团、抖音等平台精准引流反哺重点品曝光,升级"小时达"即时履约能力(官号自播+达播双 轨驱动)捕捉消费者即兴需求;店圈团购端创新推出"产品+礼品卡"双轨方案,满足客户多元需求;并 通过企业微信社群与直 ...
食品饮料行业2025年中期策略报告:悦己需求焕新颜,传统消费激活力-20250627
Ping An Securities· 2025-06-27 13:11
Group 1 - The core viewpoint of the report emphasizes the transformation of consumer demand from "pleasing others" to "self-pleasing," indicating a structural change in consumption patterns that favors new consumption trends over traditional ones [4][9] - The report identifies three main lines of investment focus: new demand, new products, and new channels, suggesting that companies that can quickly adapt to these changes will outperform in the market [4][6] - The report highlights the government's ongoing efforts to stimulate consumption through various policies, which are expected to enhance consumer confidence and income, leading to a gradual recovery in the consumption market [7][8] Group 2 - New demand is characterized by a focus on cost-effectiveness, emotional value, and health consciousness among consumers, driven by generational differences in spending intentions [4][14][23] - The report notes that health-oriented products are gaining traction, with companies innovating in healthy snacks and beverages to meet rising consumer expectations for health benefits [28][36] - The emergence of new sales channels, such as bulk snack stores and membership-based supermarkets, is reshaping the retail landscape, allowing companies to better meet consumer demands for quality and convenience [57][63] Group 3 - The report discusses the rapid growth of the bulk snack store sector, which has become the leading channel for snack sales in China, reflecting a shift in consumer shopping habits [57][59] - Membership-based supermarkets are also highlighted as a growing trend, providing high-quality products at competitive prices, which appeals to consumers seeking value [63][66] - Traditional supermarkets are undergoing significant transformations to adapt to the competitive landscape, with successful case studies demonstrating substantial sales increases following strategic adjustments [69][70]