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Articles by 开菠萝财经团队
Browse 13 New Distribution articles by 开菠萝财经团队.
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Helen's Bar: When Will Its Wine 'Wake Up' After Losing 1.6 Billion in a Year and Closing a Hundred Stores?
Helen's, the first listed mini-bar chain, reported a net loss of 1.601 billion yuan in 2022, its first year after listing, with revenue down 15.05% to 1.559 billion yuan. The company's strategies of further market下沉 and franchising have yet to show significant results, as competition intensifies.
开菠萝财经团队A Million Small Stores Embrace Instant Retail: Who Will Strike Gold First?
On a Friday night, Wu Di invites colleagues over for dinner and discovers he can buy board game cards via food delivery apps, reflecting the rise of instant retail. This trend is offering new opportunities for small stores, supermarkets, and convenience stores to expand their reach and increase revenue, though success requires adapting to digital operations and local service.
开菠萝财经团队New Consumption Mid-2022 Review: Who's Hot, Who's Not?
In 2022, new consumption seems to have no new stories, but the ebb of the tide doesn't mean the industry's decline. In the capital winter after the cooling of new consumption, some trends have disappeared, but others have heated up. This article summarizes the new trends in the first half of the year, including the shift from tea drinks to coffee, the cooling of plant-based products, the rise of pre-made dishes, the divergence between color cosmetics and skincare, and the opportunities in pet and outdoor sectors.
开菠萝财经团队The Aftermath of Community Group Buying Withdrawals
Community group buying platforms are withdrawing from cities, leaving tens of thousands of group leaders, suppliers, and warehouse operators to deal with the fallout. As the industry consolidates, these stakeholders face reduced income, unpaid debts, and the need to find new business models.
开菠萝财经团队Canned Food Boosted by Pandemic Struggles to Turn the Tide
The pandemic has given canned food a temporary boost in China, as consumers stock up on items like luncheon meat and fruit cans. However, the industry remains dominated by old companies and faces challenges from fresh food markets, delivery services, and other convenience foods, making a lasting comeback difficult.
开菠萝财经团队Youbao IPO: Lost 1.4 Billion in Two Years, the Vending Machine Leader Struggles
Vending machines may be out of fashion, but Youbao, the industry leader, is rushing to list on the Hong Kong Stock Exchange. On the evening of May 27, Beijing Youbao Online Technology Co., Ltd. (hereinafter referred to as "Youbao") disclosed its prospectus, planning to list on the Hong Kong Stock Exchange. This is the first time Youbao has publicly released financial data since it was listed on the New Third Board in February 2016 and delisted in March 2019. According to the prospectus, Youbao's revenue from 2019 to 2021 was 2.727 billion yuan, 1.902 billion yuan, and 2.676 billion yuan respectively; it had a small profit in 2019, but entered a loss state in 2020-2021, with net losses of 1.184 billion yuan and 188 million yuan respectively.
开菠萝财经团队Stockpiling Saved Supermarkets
In April, overall consumption was weak, but supermarkets drew the 'winning lot'. Stockpiling during the pandemic drove people to supermarkets. Retail industry practitioner Zhang Jing revealed that some supermarket stores in first- and second-tier cities saw sales double in the past two months. Since March, logistics in many areas have stalled and cross-regional fulfillment has been restricted, so instead of waiting for uncertain deliveries from Alibaba, JD, and Pinduoduo, people prefer to buy fresh produce, grain, oil, and other daily necessities directly from supermarket shelves. Meanwhile, supermarket competitors have paused their attacks, giving supermarkets a 'window of opportunity'. 202...
开菠萝财经团队New Consumption One Year After Listing: Who Is the Biggest Loser? Who Is the Money-Making Machine?
New consumption is a gorgeous robe, but in the annual reports one year after listing, it reveals a thin lining. A year ago, new consumption companies saw a wave of listings; now, with the disclosure of annual reports, it's time to see who is truly capable. Recently, five 'first stocks' of new consumption have released their 2021 results: Yixian E-commerce (Perfect Diary), Pop Mart, Betaini (Winona), Naixue's Tea, and Helens.
开菠萝财经团队Dingdong Maicai and MissFresh: Neither Can Claim the Top Spot
Nine months ago, MissFresh and Dingdong Maicai raced to become the 'first listed fresh food e-commerce company,' with Shanghai as a key battleground. Now, amid Shanghai's COVID outbreak and surging demand, both companies, which rely on the front-warehouse model, are struggling with issues like stockouts, delivery delays, and food safety concerns, raising questions about the viability of their business model and financial health.
开菠萝财经团队This Generation of Young People Still Has a Headache Over Buying Shampoo
Young Chinese consumers are increasingly frustrated with traditional shampoo brands, leading to a rise in new domestic brands that focus on specific ingredients and efficacy. The article traces the history of the shampoo market in China, from the dominance of P&G and Unilever to the emergence of new brands like Spes, which use data-driven research to address local hair concerns.
开菠萝财经团队This Generation of Young People: Quitting Sugar and Eating Sugar at the Same Time
Young people who constantly talk about "sugar-free" are starting to eat sugar again. The most eye-catching are "goodnight gummies" containing GABA, which claim to help you "sleep soundly all night" with one gummy before bed; the same ingredient, renamed as "stress-relief gummies," is said to help "shed fatigue and anxiety." For those who want to look beautiful, fear gaining weight, or even worry about gut issues, there are also gummies: "glow gummies," touted as "edible hyaluronic acid"; "probiotic gummies," claiming to prevent suboptimal intestinal health; and for those who love eating but fear fat, there are "white kidney bean chewable gummies" that can "block oil and sugar"...
开菠萝财经团队Viya's Bread 'Flip-Flop': Another Yuanqi Forest-style Scam?
A low-fat whole wheat bread promoted by top livestreamer Viya and recommended by Dingxiang Doctor was found by Shanghai Consumer Council to have higher carbohydrate and energy content than labeled, sparking controversy. The brand, Pastoralism, backed by Yuanqi Forest, faces accusations of misleading consumers, highlighting issues in influencer marketing and product quality.
开菠萝财经团队If It's Not Expensive, It Doesn't Deserve to Be Called 'New Consumption'
New consumption brands are increasingly pricing products at premium levels, from 30-40 yuan cups of tea to 40 yuan bowls of noodles, sparking consumer complaints about affordability. While some argue this reflects consumption upgrades and brand storytelling, others question whether it's a trap or a result of intense market competition, with capital still pouring into these high-priced brands despite their struggles.
开菠萝财经团队