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Brands Shift in Droves, Making 'Tmall and Its Peers' Suddenly More Attractive
Ahead of this year's 618 shopping festival—an event originated by shelf-based e-commerce—merchants are once again voting with their feet, shifting their operational focus toward shelf platforms. A leading domestic channel distributor told reporters that brands have been signaling a clear pivot back to shelf-based e-commerce since the start of the year, with some profit-strained brands even publicly endorsing this shift.
侃见财经Plunging 75%! The 'First Stock of Pre-made Dishes' Crashes!
The 'pre-made dishes' sector is collapsing. This year, the A-share 'first stock of pre-made dishes' has faced a double whammy of declining performance and falling stock price. Weizhixiang's financial report revealed a 43.37% year-on-year drop in net profit for the first half, and its stock price hit a low of 16.38 yuan per share on September 18. From its peak, the cumulative decline exceeds 75%, with market value evaporating over 10.8 billion yuan, leaving only 2.793 billion yuan. As the pre-made dishes trend cools, other giants in the sector are also struggling.
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