过去几年，烘焙行业看起来异常繁荣。 门店越来越好看，风味越来越国际化，商场店越开越多，面包节越办越大，人流如织。 在一线城市，这是一种进化；但当这套叙事被完整复制到三四线城市时，问题开始悄悄显形。 动辄百元以上的客单价，在社交平台上依然成立，在开业初期也往往不缺排队——但这可能并不意味着行业真的在扩张。 恰恰相反，抬高的门槛可能也是卡住的喉咙。 茶饮战争的终局启示早已写下：在喜茶、奈雪完成茶饮审美教育后，真正统摄全民味觉与购买习惯的，是那个将价格与心智门槛一并踏平的蜜雪冰 城。 而今，烘焙行业站在了相似的十字路口，一边是通往更精致、更小众、更昂贵的悬崖花园，另一边，则是一片被忽略的、广阔无垠的日常市场。 如果只看品牌结构，今天的国内烘焙市场并不粗糙，甚至可以说已经高度分化： 有绝对的贵价端，用极致工艺与审美提供情绪价值——例如好利来的"黑天鹅"，烘焙在这里更像奢侈品，是对于顶奢生活的表达。 有中产舒适区，例如B＆C，石头先生的烤炉，佑禾等品牌，稳定，克制，不浮夸，略带格调的标准化产出，偶尔打造一些出圈的小惊喜，精准狙击 中产对"品质生活"的确定性想象。 也有性价比取向、社区型门店、区域风味派系——无数社区老店 ...

Core Insights - The opening of Yonghui Supermarket's Jiading Baolong store marks the sixth location in Shanghai adopting the "Pang Donglai" model, resulting in a significant increase in customer traffic and sales [1][5][35] - The store experienced a 318% year-on-year increase in customer flow and a 716% increase in sales during the first three days of operation [5][34] - The transformation of traditional supermarkets in Shanghai, such as the Century Lianhua Luban store, has also led to a resurgence in customer interest, indicating a broader trend in the retail sector [34][40] Group 1 - Yonghui's Jiading Baolong store has implemented a product structure that aligns with the "Pang Donglai" model, reducing the number of standard products from over 10,000 to around 8,000, with over 80% of the product structure now reflecting the "Pang Donglai" model [14][35] - The store introduced 67 self-owned brand products from "Pang Donglai," with a total of 8,868 items available after restructuring [11][14] - The bakery and ready-to-eat food sections have become particularly popular, with significant customer engagement observed in these areas [17][31] Group 2 - The store has adopted a limit purchase policy for certain "Pang Donglai" products, requiring customers to show an electronic membership code from the Yonghui app to make purchases [11][13] - The service quality at the Jiading store has been noted as a strong point, with various customer-friendly features implemented, although some staff members are still in training [24][28] - The store's layout has been optimized to enhance customer flow, separating high-traffic areas like the bakery and ready-to-eat food sections to improve shopping experience [14][31] Group 3 - The success of Yonghui's transformation is part of a larger trend in Shanghai's retail landscape, with other stores like Century Lianhua also reporting increased customer traffic following similar renovations [34][40] - The focus on community engagement and tailored services, such as the "潮银俱乐部" (潮银 Club) for the elderly, reflects a strategic shift towards meeting specific consumer needs [40][42] - The overall strategy involves reducing the number of low-efficiency, homogeneous products while enhancing the quality and variety of offerings, aiming to create a more engaging shopping experience [34][40]