中秋节快到了，除了中秋必不可少的月饼，螃蟹之外，其实各地还有很多饮食习俗。全国各地除了赏 月、吃月饼的习俗，家家都要隆重的置办一桌佳肴美酒，家人团圆庆祝的同时表达对中秋时节丰收的喜 悦，我国地大物博，不同的地方会有不同的中秋庆祝方式，各地中秋饮食习俗也不尽相同，下面就为大 家介绍我国各地中秋节饮食习俗，一起去看看各个地方的人们中秋节都怎么吃的。 一、广东 潮汕中秋美食品种 颇多，主要可分为三大类：一是糕饼类，潮汕各地月饼，甜的、咸的、荤的、什料 的、多味的各式各样种类繁多。还有面饼、软糕、云片糕均为中秋节糕饼，为潮人送亲戚之佳品，可说 潮人送月饼是睦亲的习俗;二是潮地中秋节季，天高气爽正是水果成熟之时，柚、柿、杨桃、菠萝、石 榴、橄榄、香蕉等也是潮人中秋的另一类美食;三是农产的芋头、南瓜，潮人用其制作芋泥、瓜浆也是 潮人喜欢的。芋头、糍粑等也是潮人中秋必吃的。 二、浙江 杭州的莼菜鲈鱼烩之所以成为中秋家宴上的菜肴，不仅仅是因为这一时节的莼菜鲈鱼 好吃，更是因为 晋代张翰借思乡的"莼菜、鲈鱼"，弃官返回故里的史实，这一故事不仅成为千古美谈，并使莼菜成为思 乡的象征。莼菜是中秋家宴和八月时令菜羹。莼菜又称马蹄草、 ...

Core Viewpoint - Lihigh Food, a leading player in the frozen baking industry, has shown significant performance growth despite a general downturn in the baking sector, with major shareholders recently completing a share reduction plan after a substantial increase in stock price [1][4]. Group 1: Company Performance - In the first half of 2025, Lihigh Food achieved a revenue of 2.07 billion yuan, representing a year-on-year growth of 16.20%, and a net profit of 171 million yuan, up 26.24% [4]. - The company’s core profit, excluding non-recurring items, reached 167 million yuan, marking a 33.28% increase compared to the previous year [4]. - Lihigh Food's stock price increased significantly, with a maximum rise of 163% from its lowest point in 2024 [5]. Group 2: Strategic Initiatives - The company has implemented a strategy focused on "precise operations and efficiency enhancement," leading to improved operational quality and core indicators [4]. - Key initiatives include enhancing production line management, improving R&D efficiency, and optimizing cost control mechanisms, resulting in a decrease of approximately 1.5% in both sales and management expense ratios [5]. Group 3: Shareholder Actions - Major shareholders began reducing their stakes in June 2025, with significant transactions reported, including a total cash-out of approximately 119 million yuan by shareholder Bai Baokun and 11.52 million yuan by shareholder Chen Hejun [8][10]. - Employee shareholding platforms also participated in the reduction, with plans to continue selling shares, indicating ongoing liquidity needs among shareholders [10][11].

Group 1 - The core viewpoint of the article highlights the intense competition in the baking sector driven by new retail giants, leading to significantly lower prices for baked goods [2][7][9] - New retail supermarkets are focusing on providing high-quality baked products at low prices, with examples like 6.9 yuan for toast and 9.9 yuan for cakes, which has never been seen before in the industry [2][7][10] - The rapid iteration of products in the baking sector includes high-quality ingredients such as New Zealand butter and Belgian chocolate, which are now offered at competitive prices [10][14][41] Group 2 - The article discusses how supermarkets are leveraging data-driven approaches to create popular products, contrasting with traditional baking methods that rely on chefs and location [29][41] - Supermarkets are increasingly building their own production facilities or controlling capacity, enhancing their supply chain capabilities [38][41] - The article emphasizes that the efficiency and optimization of cost structures in supermarket baking are more critical than merely cutting costs [47][49] Group 3 - The competitive landscape has shifted, with traditional chain bakeries losing pricing power and facing pressure from both discount supermarkets and boutique bakeries [49][51] - Consumers are now more likely to perceive the price difference as an "intelligence tax," leading to a re-evaluation of value in baked goods [51][52] - The article suggests that traditional bakeries should focus on creating unique experiences and emotional connections with customers to justify higher prices [52][56]

Core Viewpoint - The article discusses the decline of the bakery industry, particularly focusing on the failures of several well-known brands and the underlying reasons for their struggles in a competitive market [4][5][9]. Group 1: Brand Failures - Several prominent bakery brands, including Huan Niu Cake House and BreadTalk, have recently closed stores or declared bankruptcy, highlighting a troubling trend in the industry [4][5][7]. - Huan Niu Cake House, founded in 2013, announced its closure in June 2025, with debts to suppliers amounting to 1.11 million USD and unredeemable membership funds [7]. - Tiger Head Bureau, once valued at 2 billion CNY, is undergoing bankruptcy liquidation due to aggressive expansion leading to a cash flow crisis [7]. - Other brands like Panda Not Going and Christine have also faced significant operational challenges, leading to widespread store closures [7][8]. Group 2: Market Challenges - The bakery market is experiencing a downturn due to three main factors: homogenized competition, pressure from retail channels, and the shortening lifecycle of popular products [9][10][12]. - Homogenized competition has made it easy for new entrants to replicate successful products, leading to a saturation of similar offerings in the market [10][11]. - Retail giants like Hema and Costco have begun to dominate the bakery segment, offering a wide range of products that compete directly with traditional bakery brands [12][13]. - The lifecycle of bakery products has decreased significantly, with popular items now only maintaining consumer interest for a month or less, compared to previous years where they lasted for 6-8 months [14][15]. Group 3: Consumer Behavior - The trend of consumer downgrading has led to a polarization in the bakery market, with high-end brands struggling while budget-friendly options thrive [18][19]. - Consumers are increasingly prioritizing affordability over luxury, as seen with new entrants like Haidilao's bakery brand, which focuses on low-priced offerings [20][21]. - Brands that fail to establish a unique product identity or quality are at risk of losing market share, as consumers gravitate towards more reliable and affordable options [22][23]. Group 4: Future Opportunities - Despite the challenges, there are opportunities for growth in the bakery sector, particularly as the market becomes more accessible and everyday [21]. - Brands that focus on creating long-lasting, high-quality products with clear consumer engagement can still succeed in this evolving landscape [24][25].

Core Insights - The article discusses the challenges faced by Sam's Club in maintaining its unique product offerings amidst increasing competition in the membership store sector [1][3][6] - It highlights the need for Sam's Club to enhance its supply chain capabilities and product differentiation to attract and retain customers [4][6][7] Group 1: Product Differentiation - Sam's Club has faced backlash for offering mainstream products that can be found in regular supermarkets, leading to customer dissatisfaction and product removals [1][3] - Historically, about 70% of Sam's Club's products were differentiated, appealing to consumers seeking unique and high-value items [3][4] - The increasing competition from other retailers has led to a dilution of product uniqueness, as many competitors replicate successful items from Sam's Club [6][7] Group 2: Supply Chain and Operational Efficiency - Membership stores like Sam's Club and Costco benefit from a streamlined SKU count, maintaining around 4,000 SKUs, which allows for better management and higher sales efficiency compared to traditional supermarkets [4] - The ability to innovate and source unique products is critical for membership stores, as those with weaker supply chains struggle to compete effectively [3][4] Group 3: Market Dynamics and Competition - The rise of membership stores has been fueled by consumer demand for unique and cost-effective products, especially as traditional supermarkets and e-commerce platforms have become more homogenized [3][6] - The competitive landscape has intensified, with various brands entering the membership store space, leading to a battle for supply chain dominance [6][7] - Sam's Club must adapt to these market changes by accelerating product iteration and enhancing online sales capabilities to capture a broader customer base [7]

Core Viewpoint - The recent controversy surrounding Sam's Club's product selection adjustments highlights the shift from exclusive brands to more commonly found brands, raising questions about the perceived value of membership privileges [1][2]. Group 1: Product Selection and Branding - Sam's Club has faced criticism for introducing products with unfamiliar English names, such as "PANPAN" French puff, which are actually from well-known domestic brands [2][5]. - The "PANPAN" trademark was registered in 2017, indicating that it was not created specifically for Sam's Club [3][5]. - The "Sweet Hour" brand, associated with the product "益生元岩烧海苔," was registered by Guangdong Xizhilang Group in 2000, long before Sam's Club entered the Chinese market [5][6]. Group 2: Supplier Relationships and Product Quality - Sam's Club maintains high standards for its suppliers, requiring certifications for products, which limits the number of eligible suppliers [10]. - The self-branded products, such as Member's Mark, are primarily produced by well-known Chinese manufacturers, ensuring quality and local sourcing [10][11]. - The company relies heavily on local suppliers for popular items, such as frozen baked goods, which are produced by companies like Lihigh Foods [11]. Group 3: Market Positioning and Consumer Perception - The introduction of products with foreign-sounding names has led to consumer confusion regarding the origin of these products, prompting discussions about transparency in branding [15]. - Industry experts suggest that the quality of products should not be judged solely based on their branding, advocating for a better understanding of the value of domestic manufacturing [15].

Core Viewpoint - The once-thriving chain bakery industry is facing significant challenges, with numerous brands shutting down due to overexpansion, lack of differentiation, and changing consumer preferences [1][2][11]. Brand Analysis - **Huan Niu Cake House**: Founded in 2013, received nearly 10 million USD in A-round financing in 2022, announced closure in June 2025, with debts to suppliers amounting to 1.11 million USD and unredeemable member prepaid cards [3]. - **Tiger Head Bureau**: Established in 2019, valued at 2 billion CNY at its peak, went into bankruptcy in January 2024 due to aggressive expansion leading to a cash flow crisis [3]. - **Panda Doesn't Go Cake**: Founded in 2017, faced a nationwide closure in March 2024, with over two months of unpaid wages [3]. - **Christine**: Founded in 1993, listed in 2012, delisted in December 2024, with debts to suppliers of 57 million CNY and 250 million CNY in consumer prepaid cards, resulting in the closure of over a thousand stores [3]. - **Duo Le Zhi Ri (China)**: Established in 2005, exited the Zhengzhou market in August 2024, closing multiple stores [3]. - **Slow City Cake**: Founded around 2012, closed all direct stores in Tianjin and Chongqing by November 2024, leaving only four franchise stores in Dezhou, Shandong [3]. - **Wu Li Tang**: Founded in 2021, all stores in Guangzhou closed by October 2024 due to cash flow issues [3]. - **ABC Cooking Studio**: Established in 2010 in China, closed 12 stores in mainland China by July 2024 [3]. - **Bread New Language**: Founded in 2000 in Singapore, closed 11 stores in Chengdu by July 2025 [3]. Industry Challenges - **Homogeneous Competition**: Many bakery brands have products that are easily replicated, leading to a saturated market where consumers opt for cheaper alternatives [4][5]. - **Retail Channel Pressure**: Supermarkets and retail chains have begun to dominate the bakery market, offering a wide range of products that compete directly with chain bakeries [6][7][8]. - **Shortened Product Lifecycles**: The lifespan of popular bakery items has decreased significantly, with trends shifting rapidly and leading to low repeat purchases [9][10]. Consumer Trends - **Consumption Downgrade**: The bakery market is experiencing polarization, with high-end brands struggling while affordable options gain popularity, reflecting a shift in consumer spending habits [11][12]. - **Emergence of Affordable Brands**: New brands targeting lower-tier cities with low-price strategies are becoming popular, catering to consumers seeking value [12]. Conclusion - The decline of many bakery brands can be attributed to a lack of product differentiation and quality, with successful brands focusing on long-term consumer engagement and product excellence [13][14][15].

Core Viewpoint - The article discusses the phenomenon of "discount supermarkets" that have become popular among working-class individuals, highlighting their strategies for attracting customers through late-night discounts and the cultural shift in consumer behavior towards seeking value in food purchases [6][29]. Group 1: Consumer Behavior - Working-class individuals have adapted to shopping at supermarkets after hours to take advantage of discounts on perishable goods, transforming their shopping experience into a form of entertainment [6][8]. - Social media challenges related to late-night shopping have emerged, showcasing the excitement of finding bargains and the community aspect of this shopping behavior [8][27]. - The types of products being purchased have shifted from traditional staples to more gourmet items like sushi and baked goods, indicating a change in consumer preferences [23][25]. Group 2: Supermarket Strategies - Supermarkets like Hema, Yonghui, and Walmart are implementing strategies to manage food waste and ensure freshness by offering discounts on items nearing their expiration dates [34][41]. - The article notes that these supermarkets are not only responding to consumer demand for lower prices but are also addressing food safety concerns by promoting fresh and safe food options [29][30]. - The "discount supermarket" model is not a new concept but has been adapted from smaller businesses that have long utilized similar strategies to minimize waste and attract price-sensitive customers [42][45]. Group 3: Market Trends - The market for near-expiry food products is growing, with the industry expected to reach a scale of 401 billion yuan by 2025, reflecting a significant shift in consumer attitudes towards food waste and value [50][51]. - The rise of online platforms and apps for purchasing discounted food items indicates a trend towards digital solutions in the food retail sector, catering to the needs of budget-conscious consumers [48][49].

Core Insights - The rise of "county-level Sam's Club" stores in China reflects a significant shift in consumer behavior, with a growing demand for quality products in lower-tier cities [1][3][13] - The current market for purchasing Sam's Club products through agents has evolved, with physical stores emerging as a new business model to meet local consumer needs [1][5][12] Group 1: Market Dynamics - The emergence of agent-operated physical stores is driven by the increasing purchasing power in county-level markets, with retail sales in these areas rising from 36.8% to 38.8% from 2019 to 2024 [3][4] - Consumers in lower-tier cities are increasingly interested in premium products previously exclusive to first-tier cities, such as lululemon and Xiaomi SU7 [3][4] Group 2: Business Model and Profitability - Agent-operated stores offer advantages such as eliminating membership fees, providing a wider selection of products, and offering personalized services like repackaging [5][11] - Profitability for these stores relies on multiple revenue streams, including markup on products, rebates from Sam's Club, and membership fees [6][11] Group 3: Challenges and Risks - Despite the perceived success of agent-operated stores, many face challenges such as high competition from online platforms and the need to cover fixed costs like rent and utilities [9][11] - Legal risks are present, as operating under the Sam's Club name may lead to trademark infringement and regulatory compliance issues [12][15] Group 4: Strategic Considerations - The existence of agent-operated stores raises questions about why Sam's Club has not directly entered the county-level market, suggesting a strategic decision to allow agents to fill the gap [15][17] - The current trend indicates a shift from large warehouse retail models to more curated shopping experiences, which may not align with the operational costs of traditional membership stores in lower-density areas [17][18]

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, ...