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足力健卖水饺,吃干榨净老年人?
商业洞察· 2025-09-22 09:26
斑马消费 . 寻找泛消费领域的斑马企业 以下文章来源于斑马消费 ,作者沈庹 作者: 沈庹 来源: 斑马消费 如果看到足力健牌水饺,千万别吃惊,这是"老人鞋一哥"足力健,为自己开辟的新赛道。 ---------------------------------- 按照足力健的业务规划,今后公司 不仅聚焦老年人的双脚,还要关注他们的饮食,最终形成覆盖老 年人鞋、服、用、食四大需求的业务生态 。 01 赛道新玩家 足力健做到国内老人鞋领域头部企业后,会构建怎样的业务生态? 在掌门人张京康看来,不会困在老人鞋里,围绕庞大的老年消费群体,他锚定了有机食品赛道。 和 10 年前卖老人鞋一样,足力健入局有机食品赛道,仍然选择熟悉的郑州市场展开。 今年 6 月开始,绿底白字的"足力健有机食品会员店",陆续出现在郑州街头。高德地图显示, 郑 州市内门店就已开出 32 家左右,市外门店已拓展到漯河、许昌等地。 上述门店的产品结构,主要为有机食品、五谷食品、健康食品和健康用品四大品类。无论是产品结 构、价格还是宣传理念,都充分贴合老年消费群体和消费心理。 门店开立至今,仍处于引流阶段, 4.9 元一包的水饺、 9.9 元 8 支糯玉 ...
足力健水饺是什么鬼?
远川研究所· 2025-09-17 13:20
Core Viewpoint - The emergence of "Zulijian Dumplings" signifies a significant shift in the company's strategy, moving from its traditional focus on elderly shoes to the food retail sector, aiming to address financial challenges and debt repayment [2][4][25]. Group 1: Company Background and Evolution - Zulijian, founded by Zhang Jingkang, initially gained fame through the "Liuchao Elderly Shoes" in collaboration with Qingdao Double Star in 2014, which became a successful product [6]. - By 2018, Zulijian's revenue reached 1.8 billion RMB, and by 2019, it peaked at 4 billion RMB with over 5,000 stores nationwide, but this rapid expansion led to significant debt and inventory issues [11][12]. - The COVID-19 pandemic exacerbated these issues, resulting in a revenue drop back to 1.8 billion RMB in 2020, marking a significant decline in the company's fortunes [11][12]. Group 2: Current Business Strategy - In May 2023, Zulijian opened its first organic food store in Zhengzhou, offering affordable products like frozen dumplings priced at 4.9 RMB, aiming to attract a broad customer base [2][25]. - The company has adopted a light-asset operation model, focusing on brand management and reducing direct store operations, which has led to a strategy of zero inventory through a made-to-order approach [24]. - Zulijian's new product line includes organic foods and health products, with a focus on low-GI and short shelf-life items, appealing to health-conscious consumers [27][28]. Group 3: Market Position and Future Outlook - The brand has successfully established itself in a niche market with limited competition, but faces challenges from established sports brands that are expanding their product lines to cover broader consumer needs [20][21]. - The company aims to open 600 organic food stores in the next two years, while also planning to develop a leisure shoe brand targeting younger consumers [28][33]. - Zhang Jingkang's proactive approach to adapt to market trends and consumer preferences reflects a commitment to revitalize the brand and ensure its sustainability in a competitive landscape [33].