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Articles by 李丰
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Breaking the Involution in the Consumer Industry: The Secret Is to 'Price High'?
This article discusses a shift in investment philosophy from a 'value-for-money only' mindset to recognizing the trend of 'pricing high' in consumer brands. It argues that changes in market, supply chain, and demand, along with severe industry involution, make it necessary for brands to enhance product aesthetics, quality, and emotional value to justify higher prices.
李丰Speculating on the Endgame of China's New Retail
We have already discussed the profound changes taking place in China's retail industry: for the first time, 'same products, same quality, same price online and offline' has become possible in China. When we extend the timeline to look at innovation, repetition, and the endgame of retail, one thing is unavoidable: regardless of 'new' or 'old,' retail is a competition in efficiency across the entire chain, as well as a competition for high-quality supply chain resources. China possesses unimaginable industrial chain technology, with nearly 70% of global production capacity for major consumer goods located in China. In the coming years, China has the opportunity to produce countless world-class consumer brands, but the prerequisite is that retail companies must approach, control, and even create the best supply chains.
李丰