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这届零食,越贵越高端?
投中网· 2025-10-11 09:08
以下文章来源于惊蛰研究所 ,作者惊蛰研究所消费组 探索发现新经济。 将投中网设为"星标⭐",第一时间收获最新推送 为何零食反而掀起一场反逻辑的价格热潮? 作者丨 娅沁 来源丨 惊蛰研究所 如今在商场里面,"最贵"的不一定是奢侈品,而是炒货和蜜饯。 被网友调侃为"薛记珠宝店"的 薛记炒货,百元大钞仅能购得一份270克的蘑菇脆与不足200克的腰 果;香港蜜饯品牌"么凤士多"更为极致,其"贡品级"话梅单颗售价竟达70元,网友不禁反问:"封 建帝国早都亡了,何来'贡品'之说?" 惊蛰研究所 . 人们猛然发现,曾经触手可及的、承载着平民快乐的日常零食,正在被包装成一种需要反复掂量 的"轻奢体验"。越来越多人直呼"吃不起零食了"。 在消费趋于理性的今天,为何零食反而掀起一场反逻辑的价格热潮?当一款零食"贵"的理由,只剩 下品牌方的自我定位,这种缺乏价值支撑的高价,便不再是健康的消费升级,而成为了需要被正视、 被治愈的"行业病"。 消失的"零食自由" 早年间,消费者挑选零食的理由很简单,也几乎没有什么"品牌"概念,好吃、划算就是复购的全部 理由。人们的购物篮里总是混杂着不同品牌,既有洽洽、徐福记这样家喻户晓的名字,更多则是 ...
这届零食,越贵越高端?
3 6 Ke· 2025-10-10 04:06
如今在商场里面,"最贵"的不一定是奢侈品,而是炒货和蜜饯。 被网友调侃为"薛记珠宝店"的薛记炒货,百元大钞仅能购得一份270克的蘑菇脆与不足200克的腰果;香港蜜饯品牌"么凤士多"更为极致,其"贡品级"话梅 单颗售价竟达70元,网友不禁反问:"封建帝国早都亡了,何来'贡品'之说?" 人们猛然发现,曾经触手可及的、承载着平民快乐的日常零食,正在被包装成一种需要反复掂量的"轻奢体验"。越来越多人直呼"吃不起零食了"。 在消费趋于理性的今天,为何零食反而掀起一场反逻辑的价格热潮?当一款零食"贵"的理由,只剩下品牌方的自我定位,这种缺乏价值支撑的高价,便不 再是健康的消费升级,而成为了需要被正视、被治愈的"行业病"。 消失的"零食自由" 早年间,消费者挑选零食的理由很简单,也几乎没有什么"品牌"概念,好吃、划算就是复购的全部理由。人们的购物篮里总是混杂着不同品牌,既有洽 洽、徐福记这样家喻户晓的名字,更多则是只被地方消费者所熟知的区域小牌,或是超市里散装称重的无牌炒货与蜜饯。那时买零食,"认口味不认牌 子"是普遍心态,随手挑选,也不必担心会被"刺"。 直到2010年前后,良品铺子、三只松鼠、百草味等零食巨头的崛起,才 ...
宁都县辣得很鸭脖店(个体工商户)成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-10-01 01:58
天眼查App显示,近日,宁都县辣得很鸭脖店(个体工商户)成立,法定代表人为谢竹英,注册资本1 万人民币,经营范围为许可项目:小餐饮、小食杂、食品小作坊经营(依法须经批准的项目,经相关部 门批准后在许可有效期内方可开展经营活动,具体经营项目和许可期限以相关部门批准文件或许可证件 为准)一般项目:食品销售(仅销售预包装食品)(除依法须经批准的项目外,凭营业执照依法自主开 展经营活动)。 ...
中新网评:餐饮连锁企业不能只数钱不担责
Zhong Guo Xin Wen Wang· 2025-09-30 02:01
《规定》的出台,意味着对连锁餐饮的监管从过去的"事后处罚"转变为"事前预防、事中控制、事后追 责"的全链条治理。企业总部成为食品安全管理的"第一责任人",过去连锁餐饮品牌对食品安全问题"事 前不管理,事后闭店道歉"的处理方式将受到有效监管。 在监管落实的同时,连锁餐饮品牌也应认识到,食品安全问题不能仅依赖被动整改。在新闻发布会上, 市场监管总局相关负责人指出,通过实施《规定》,市场监管部门就是要告诫广大餐饮连锁企业:不能 只开店、不管店!不能只收费,不担责! 纵观全球成功的餐饮连锁巨头,无一不是将标准化、安全性与品牌信誉视为企业的生命线。如今,中国 餐饮业正经历从"量"到"质"的转型,餐饮企业的核心竞争力已不再是单纯的门店数量扩张,而是过硬的 内控产品质量。唯有将"舌尖上的安全"真正置于利润之上的企业,才能在激烈的市场竞争中稳健前行, 赢得消费者长久的信任。(完) 中新网北京9月30日电(记者 左雨晴) 近年来,我国餐饮服务连锁经营发展迅猛,直营、合营、加盟、内 部合伙、有限城市加盟、特定店型加盟等多种模式不断涌现。随之而来的食品安全问题,也引发了民众 的广泛关注。 今年3月,多家连锁餐饮品牌的食品安全问题相 ...
关店,关店,关店,行业寒意平等地传递给卤味三巨头
3 6 Ke· 2025-09-29 07:26
从万店竞赛到集体瘦身,标志着卤味行业告别规模至上的时代。 你多久没啃过鸭脖了?街边的卤味店越开越多,曾风光无限的"卤味三巨头"——绝味食品、周黑鸭、煌上煌,日子却越来越不好过。 近日,绝味食品因信披违规被冠上"ST"的帽子,并遭强制停牌。据披露,2017年至2021年间,公司未按规定确认加盟门店装修业务收入,导致年度报告 少计营业收入,少计金额占对应年度公开披露营业收入的比例分别为5.48%、3.79%、2.20%、2.39%、1.64%。 外界对绝味隐瞒收入的原因猜测不少,可以确定的是,该事件不仅暴露出公司内部控制的漏洞,也暴露出整个卤味行业的困局。 5年前,煌上煌提出"用五年时间开出1万家门店",4年前周黑鸭也提出"万家规模"计划,而绝味食品更是早在2019年达成万店规模。 但在今年上半年,三巨头营收集体下滑,批量关店成了自救的统一手段。传统增长模式的失灵,是比"监管帽子"更致命的存在。 加盟和直营,都逃不过寒冬 这次让绝味食品陷入危机的加盟模式,曾是其迅速崛起的利器。 2005年,绝味食品创始人戴文军辞去医药公司市场部的经理职务,投身卤制品行业。此时,煌上煌与周黑鸭已初步实现连锁化、标准化,在各自省份拥 ...
卤味生意,真的不好做了
虎嗅APP· 2025-09-26 14:56
Core Viewpoint - The article discusses the challenges faced by the braised food industry, highlighting a significant decline in sales and store numbers, leading to a competitive and cost-pressured environment for both small shop owners and major brands [5][11]. Group 1: Challenges Faced by Small Shop Owners - Small shop owners like Wang Lei are experiencing increased operational costs, with rent rising from 5,500 yuan to 8,000 yuan and monthly profits dropping to around 3,000 yuan [6][9]. - Consumer sensitivity to prices has heightened, leading to reduced foot traffic and sales, with daily revenues dropping to 800 yuan [7][9]. - The market is saturated with over 20 competing braised food shops within a 500-meter radius, intensifying competition and forcing some shops to offer discounts that franchise owners cannot match [9][10]. Group 2: Performance of Major Brands - Major brands like Juewei, Zhou Hei Ya, and Huang Shang Huang reported significant revenue declines in 2024, with Juewei's revenue down 13.84% to 6.257 billion yuan and net profit down 34.04% to 227 million yuan [7][8][13]. - Despite revenue drops, some brands managed to maintain or even increase profit margins through cost-cutting measures, with Huang Shang Huang's net profit increasing by 26.9% despite a revenue decline [14][15]. - The number of stores for these major brands has decreased significantly, with Juewei closing 5,112 stores (32% reduction) and Huang Shang Huang reducing its store count by nearly 30% [15][16]. Group 3: Pricing and Consumer Sentiment - The pricing strategy of major brands has led to consumer backlash, with products priced significantly higher than traditional food items, causing many to perceive them as overpriced [17][19]. - A survey indicated that 47.2% of consumers would reduce purchases if prices increased by over 10%, reflecting a shift in consumer behavior towards seeking better value [18][24]. - The perception of braised food as a luxury item rather than an affordable snack has emerged, with social media discussions highlighting the disconnect between price and consumer expectations [17][20]. Group 4: Industry Trends and Future Outlook - The braised food industry is undergoing structural adjustments, with rising costs, intense competition, and changing consumer preferences posing significant challenges [26][25]. - The article suggests that brands need to focus on improving cost-effectiveness and product diversity to meet evolving consumer demands, particularly in the context of online shopping trends [27][28]. - The future of the industry may depend on the ability of brands to redefine their relationship with consumers and adapt to a market that increasingly values affordability and quality [29].
卤味行业困境:“卖得少、店变少”
3 6 Ke· 2025-09-26 03:04
Core Insights - The article highlights the significant challenges faced by the snack food industry, particularly the braised food segment, as consumer preferences shift and competition intensifies [1][3][20] Group 1: Industry Performance - The revenue of major braised food companies has declined, with companies like Juewei reporting a 13.84% drop in revenue to 6.257 billion yuan and a 34.04% decrease in net profit to 227 million yuan in 2024 [3][7] - The overall market is experiencing a downturn, with consumer traffic visibly decreasing and price sensitivity increasing among customers [3][4] - The number of stores for major brands has significantly reduced, with Juewei closing over 5,000 stores from 2024, marking a 32% decrease [9][11] Group 2: Cost and Competition - Rising operational costs, including rent and labor, have pressured profit margins, with average monthly profits for small store owners dropping to around 3,000 yuan [4][22] - Intense competition has led to price wars, with some stores offering discounts that smaller franchisees cannot match [6][22] - The industry is facing severe homogenization, with over 70% similarity in product offerings, leading to a decline in profit margins [22] Group 3: Consumer Behavior - Consumer preferences are shifting towards more affordable options, with nearly 60% of consumers indicating they would reduce their purchase frequency due to high prices [20][24] - The perception of braised food as overpriced has become prevalent, with social media discussions highlighting the lack of value for money [12][14] - The trend of DIY cooking at home is gaining traction, as consumers seek to save money and control flavors, further impacting traditional sales [22][24] Group 4: Strategic Adjustments - Industry experts suggest that companies need to refocus on value for money to regain consumer trust and market share [24] - There is a call for innovation in product offerings to meet the evolving tastes of younger consumers while maintaining classic product advantages [24] - The future of the industry may depend on how well companies can redefine their relationship with consumers in a changing market landscape [24]
卤味生意,真的不好做了
Hu Xiu· 2025-09-26 02:48
一、小店老板的艰难时刻 "现在真的不好做了,房租一个月8000元,人工成本3000多元,原材料还在涨价,利润被压得越来越 薄。"王磊(化名)对"灵兽"感慨道。 王磊在北京经营着一家30平方米的加盟卤味店。2018年开店时,他满怀信心地投入了15万元启动资金。 彼时,卤味正值风口,煌上煌、绝味、周黑鸭等品牌门店如雨后春笋般涌现,生意红火得让人眼红。 那时的王磊,每天早上6点半就到店里准备当日的卤制品,忙到晚上10点才能收工。即便如此辛苦,他 也甘之如饴——日均营业额能达到1500元,毛利率保持在45%左右,扣除各项成本后,每月净利润稳定 在8000元以上。 然而,好景不长。从2023年下半年开始,王磊明显感受到了变化。 "客流量肉眼可见地在减少。"王磊称,更让他头疼的是,消费者对价格的敏感度越来越高。"消费者看 到鸭脖的价格,很多人摇摇头就走了,说太贵了。" 一些卤味公司的经营数据,也在一定程度上印证了王磊的感受。数据显示,2024年,绝味营收为62.57 亿元,同比减少13.84%,净利润大幅缩水34.04%至2.27亿元;周黑鸭收入同比下滑10.7%,至24.51亿 元,净利润下降15.03%,至9820万 ...
「藏富」5年,绝味食品突遭ST
3 6 Ke· 2025-09-23 11:12
Core Viewpoint - The company, Juewei Foods, has been penalized for failing to recognize revenue from franchise store renovation, leading to understated annual reports from 2017 to 2021, resulting in a significant financial and reputational crisis [1][3][5]. Financial Violations - Juewei Foods did not include revenue from franchise store renovations in its financial statements from 2017 to 2021, leading to an understatement of revenue by approximately 724 million yuan [4][5]. - The revenue understatement represented 5.48%, 3.79%, 2.20%, 2.39%, and 1.64% of the reported annual revenue for the respective years [4]. Regulatory Actions - The company received an administrative penalty notice from the Hunan Securities Regulatory Bureau, resulting in a fine of 4 million yuan for the company and additional fines for key executives [5][11]. - Following the penalty, Juewei Foods' stock will be marked with a risk warning, changing its name to "ST Juewei" starting September 23, 2025 [1][5]. Operational Challenges - Juewei Foods is experiencing a significant decline in performance, with a 15.57% drop in revenue to 2.82 billion yuan in the first half of 2025 and a 40.71% decrease in net profit [7]. - The company has also seen a reduction in the number of operational stores, dropping from 15,950 at the end of 2023 to approximately 10,838 by September 3, 2025, indicating a closure of over 5,000 stores [8]. Industry Context - The broader snack food industry, particularly the marinated food sector, is facing intensified competition and a slowdown in market growth, with companies adopting aggressive pricing strategies to maintain market share [10][11]. - Consumer preferences are shifting towards healthier options, putting additional pressure on traditional marinated food products, which are often high in salt and oil [10]. Lessons for the Industry - The situation with Juewei Foods serves as a cautionary tale for the industry, emphasizing the importance of compliance and transparent financial practices to maintain investor trust and navigate competitive pressures [11][15]. - Companies in the marinated food sector must focus on operational integrity and adapt to changing consumer trends to ensure sustainable growth [15].
“鸭脖大王”陷入至暗时刻
3 6 Ke· 2025-09-23 03:05
Core Viewpoint - The company, known as the "king of duck necks," is facing an unprecedented survival crisis due to consumption downgrade and intensified industry competition, highlighted by regulatory penalties for financial misreporting [1][2]. Financial Misreporting - The company failed to recognize revenue from franchise store renovations from 2017 to 2021, resulting in an underreporting of approximately 724 million yuan in total revenue over five years [2][4]. - The underreported revenue accounted for 5.48%, 3.79%, 2.20%, 2.39%, and 1.64% of the publicly disclosed annual revenue for the respective years [2]. - Regulatory actions included a fine of 4 million yuan and penalties for key executives, reflecting a zero-tolerance stance on financial fraud [2][4]. Operational Challenges - The company's revenue for the first half of 2025 was 2.82 billion yuan, a decline of 15.57% year-on-year, with net profit dropping by 40.71% [5]. - The ambitious target of achieving 10 billion yuan in revenue by 2025 appears increasingly unattainable, requiring a significant revenue increase in the latter half of the year [5]. - The rapid expansion strategy led to a decline in store profitability, with a net closure of nearly 1,000 stores in the first half of 2024 [5]. Industry Context - The overall industry is experiencing a downturn, with major players like the company, Huang Shang Huang, and Zhou Hei Ya all reporting revenue declines [11]. - The market for the marinated food category is projected to grow slowly, with a mere 3.7% increase expected in 2024 [12]. - New emerging brands are gaining market share, posing a direct threat to traditional players by offering fresh and innovative products [12][13]. Consumer Behavior Changes - The shift in consumer preferences, particularly among younger generations, is leading to decreased spending on traditional marinated foods, with many opting for more affordable options [10][12]. - The company's pricing strategy has been criticized, with high prices driving customers towards lower-cost alternatives [10][12]. - The rise of instant retail and community group buying is further challenging traditional business models that rely heavily on physical store presence [13]. Future Outlook - The company is attempting to innovate through new store formats and product offerings, but these efforts have had limited success in reversing the downward trend [8][15]. - The company’s stock price has significantly declined, losing approximately 85% of its market value since early 2021 [15]. - The industry is expected to undergo a new round of reshuffling as consumer demands evolve and market dynamics change, presenting both challenges and opportunities for the company [15].