#精品长文创作季#
Maintain skepticism, broaden the horizon, be logical, and eliminate the false and retain the true, so that authors who focus on financial reports can get more attention, and influential content can play its value and significance.
Author: RBF Content Group Arranger: Jiaxin
出品：零售商业财经 ID：Retail-Finance
In the era of information overload, the more content creators should return to the real essence as if they were doing scientific research, and create real content with a rigorous attitude.
"Retail Business Finance" combines the professionalism of the content, the amount of reading, the reading completion rate, the average reading time and other dimensions to comprehensively evaluate, and specially releases the platform's high-quality content list in April, so as to motivate outstanding creators to better create content and let in-depth content get more rewards. While adhering to the platform concept of "thinkers of new retail, participants of new business, and witnesses of new finance", we present more professional and interesting hard-core content for readers.
A quick look at the masterpieces, the creator's experience
Colorful News April 22 information;Colorful News April 23 information
Colorful News April 24 information;Colorful News April 25 information
Author: Yu Yingying, Li Mengran
The "Daily News, Colorful News" column was officially launched by "Retail Business Finance" in March 2024, aiming to present serious industry information in an interesting, novel and fancy way.
Look at business information with color spectrum, explore the pace of the industry with a young rhythm, step on the waves in the turmoil, observe very much in daily life, and the most important thing in life is to be happy.
Author: Yin Yadan
The article "Why Wal-Mart Zhu Xiaojing Can Break the "Short-Lifed" Curse of the First Leader" mainly starts from the experience of the characters, pointing out that the combination of Wal-Mart and Zhu Xiaojing is a quick decision between the two sides in a special period.
During her tenure at Wal-Mart, Zhu Xiaojing still came up with the same management ideas as she used to do at Fonterra, and of course, it is undeniable that the transformation ideas left by Wal-Mart's predecessors were left behind.
Looking at Zhu Xiaojing, the focus may not be on growth, but on stability and not out, the frequent change of leadership in the special environment is not a big company of Wal-Mart, Zhu Xiaojing may be sitting on the empty side, completely falling into the membership store model, and will eventually squeeze out the last bit of surplus value of the supply chain, but also for Wal-Mart users to cultivate a new consumption mind. In the special period when Carrefour went bankrupt, Yonghui lost hundreds of millions, and Hema was difficult to make a profit, it was difficult for anyone to do it.
Authors: Zhang Yunqing, Lin Ziqun
The article "Wanchen Group Increases Income but Does Not Increase Profits: I Want to Bring Short-term Highlights to "Bubble Growth" Through the analysis of the 2023 performance express report and the first quarter of 2024 performance forecast released by Wanchen Group, it is concluded that Wanchen Group has achieved a sharp increase in revenue in the field of mass sales snacks because of the track outlet, but due to lack of experience, it has fallen into the dilemma of "increasing revenue without increasing profits", and the highlight period of this bubble growth is short-lived.
Through the financial report, it can be seen that Wanchen has invested more in the field of mass sales snacks, but the operating conditions have not improved, and the profitability has not been released. At the same time, there is a tight cash flow, which may have a negative impact on Wanchen.
The predecessors of several brands merged by Wanchen have a poor reputation in food safety and after-sales service, and Wanchen, which makes snacks across borders, also has many problems in brand management and supply chain. Therefore, at present, Wanchen's cost reduction and efficiency improvement have not yet met expectations.
Finally, the article pointed out that innovation in the field of mass sales snacks is the key, and Wanchen still has a long way to go if it wants to turn around gorgeously.
Author: Fan Peng, He Xiang
"Sam: Whoever is handsome, there is no secret" went from everyone talking about "new retail" to everyone avoiding talking about "new retail", which only took 7 years. Nowadays, new retail is retreating, but traditional retail is advancing in another way.
Based on the content controversy of "Why Can Wal-Mart Zhu Xiaojing Break the "Short-lived" Curse?", this article analyzes Sam's business method of creating proud performance in the new retail era. With accurate user portraits, unique super products, and omni-channel transformation with Chinese characteristics as the entry point for the reconstruction of "people, goods and yards", the superiority of Sam's business model is analyzed with the theory of "impossible triangle".
There are many people who study Sam's in the industry and learn from Sam's, and Sam's success is nothing more than three points: membership fees to bundle high-value users, strict selection of goods to control SKUs, and establishment of supply chains to build its own brand. Of course, companies are able to go through cycles, and these also require strong strategic determination from leaders.
Author: Zhang Yunqing
The article "China Resources Vanguard "Forty Still Confused": How to Break the "Followers" Who Open High and Go Low?", commented on China Resources Vanguard's upgrading and transformation of traditional hypermarkets, arguing that China Resources Vanguard has only started to carry out reforms at this time, which is already a step slow.
Through the analysis of its development process, it can be seen that in several changes in the supermarket format, CR Vanguard has not taken the lead, always following the pace of the pioneer, and lacks the courage and courage to become a pioneer. It is precisely because of this that China Resources Vanguard has gradually been surpassed by its friends, and the former "first brother" is now unable to hide its decline.
Finally, the article puts forward thoughts on the concept of "new quality productivity", and believes that only enterprises that are truly innovative and high-quality are qualified to be named "new quality productivity". He also pointed out that in the ever-changing trend of the times, blindly picking up people's teeth and wisdom is tantamount to drinking water to quench thirst, and enterprises can only lead the way by becoming innovators and playing personal characteristics.
Author: Liao Huiwen
The article "Haidilao Leakage" analyzes the benchmark of the domestic hot pot industry, Haidilao, under uncertain market factors and financial pressure, its series of measures such as announcing the closure of some stores and the opening of the "Woodpecker Plan" to reduce costs and increase efficiency, or trying to cross-format "micro-entrepreneurship" and re-creating the "Haidilao Reduced Version" of Hi Lao Hot Pot to consolidate its market position, and even opening up franchises in March this year...... or all of them are Haidilao's anxiety "self-help".
In addition, the 2023 performance report released by Haidilao shows that the revenue has increased significantly, the turnover rate has increased, but the customer unit price has fallen below 100 yuan;
The advantages of Haidilao's innovative services have not been maintained, but due to "excessive service", the pressure on employees has increased and public opinion has been frequently generated, which has had an indelible impact on the brand image. "New handsome" Yang Lijuan seems to have handed over a good answer sheet since she took office in 2022, but Yu does not hide her flaws, and after opening up to join, she will inevitably face the dilemma of quality control doubts and damage to high-end. How to find a new business story under the bottleneck of enterprise growth is a difficult problem that Haidilao needs to solve urgently.
Author: Lv Xinyi
The article "Listing, Can't Solve the Problem of Overlord Tea Ji" observed that in the battle for the "second share of new tea drink", Bawang Tea Ji was belated, and in April 2024, it was revealed that it was preparing to go public in the United States.
Bawang Chaji has been quite controversial since its birth, and it has buried potential safety hazards of lack of originality in many dimensions such as brand design and packaging style. From this point of view, although the listing is a phased victory, it cannot solve all the problems of Overlord Chaji.
Overall, Bawang Chaji is a company with great research value, whether it is its growth rate, brand tonality or the personality of the founder, it has been widely discussed by the public. This article mainly discusses the brand style dimension, which in the author's opinion may become an unsettling factor for its listing, and the risk of brand public opinion is quite prominent. When there is substantial progress in listing, after the disclosure of the prospectus, further analysis can be carried out from the operational dimension in combination with the prospectus data.
Author: Wang Zhen
The article "7-Eleven Convenience Store Opens the 'Airdrop Era' of Retail" introduces the cooperation between Meituan UAV and 7-Eleven convenience stores to jointly promote the innovation of instant retail services. This cooperation marks the retail industry's move towards the "airdrop era", and has achieved a "multiplier effect" of commodity power and fulfillment power by combining the merchandising power of 7-Eleven and the fulfillment capability of Meituan drones, and has become a typical case of cooperation in the local business field.
7-Eleven's competitiveness in the field of fresh food, Meituan's significant improvement in delivery efficiency, and Shenzhen's support for the low-altitude economy provide a good environment for the development of this new retail model. The potential of this combination of technology and retail has enabled Meituan to move towards the ultimate goal of instant retail, and also made 7-Eleven fresh food delivery "fresher and fresher", and even more so that local life competition has "elevated" from the disorderly price war to the sea of stars in the application of technology.
Author: Luo Wenbin
"Sephora's Misconduct and Frustration" analyzes that Sephora's "frustration" comes from the decline in performance and the retreat of the market, while Sephora's "disappointment" comes from its desire to achieve "one dominance" through crowding. As one of the first beauty retail giants, Sephora can be regarded as a household name, and the news point of withdrawing from the Korean beauty market is more eye-catching.
Tracing the development of Sephora in recent years, it can be found that the brand has successively withdrawn from Russia, Japan, Taiwan and other markets. In addition to frequent retreats, its development in the Chinese mainland market is also worrying. Therefore, in order to analyze the causes of this phenomenon, it is also necessary to combine internal and external troubles. From the external environment, the beauty market is unpredictable. With the rise of the national trend, domestic beauty brands and beauty retail stores have become strong competitors of Sephora, and rational consumers are also paying more attention to cost-effectiveness. If the interior is unstable, the chassis is unstable. Sephora's internal changes and corporate strategy are the core reasons for the poor development. From the analysis of the three dimensions of personnel transfer, product quality, and service reputation, it is found that there are problems to varying degrees.
While it is important to identify the problem, it is more urgent to solve it and the way forward. Combined with the overall beauty market environment, Sephora also needs to respond to consumers with higher-quality products and services, and also needs to cultivate consumers' minds with a more youthful and fashionable brand positioning. After all, if it runs counter to consumers and the market, Sephora's exclusionary methods will eventually be squeezed out.
Author: Li Mengran
The article "IKEA's Lost: Burning Money Towards Discounting" starts with the "IKEA boutique" and analyzes the business reasons for the move from the new dynamics of IKEA. Looking at the development of IKEA, in order not to be abandoned by the inland market, this is not the first time that IKEA has made an attempt to create a new business format under the impact of internal and external troubles. Although the store model has been tried this time, the "discount" gimmick is another innovation, implying that IKEA wants to transform or open up a new path.
IKEA turned around and walked towards the discount market, but there was no sincerity. It is not difficult to see from the location selection and momentum that IKEA is just using this drainage promotion, which is very similar to its usual marketing methods.
However, it can be seen from the statement of François Brontë, senior vice president of IKEA China, on April 16 that the Chinese market is very important for IKEA. If IKEA wants to return to the top of its game in China, it will not be a long-term solution to rely on the methods of decades ago or on virtual traffic.
Author: Lin Ziqun
The article "Tea Baidao broke on the first day of listing and closed down 26.86%" mainly starts from the capital performance of the stock on the first day of listing of Tea Baidao, involving the decline in stock price, market value decline and grey market decline, and combined with the market performance of the first stock of tea Nai Xue's tea, the first stock of tea drinks, the market performance of the first day of the sharp fall in tea, and looks forward to the future development direction of tea stocks including tea Baidao.
Combined with the description of the use of raised funds and the performance data of the prospectus, the three major sectors of strengthening the supply chain, developing digitalization and marketing, and deepening R&D and innovation are used to focus on the analysis of the current business status and future development points of Tea Baidao. Tea Baidao, which seems to have a firm foothold and got the admission ticket for Hong Kong stocks, still needs to make steady progress in supply chain, product innovation, marketing and other aspects.
Finally, as far as the tea industry is concerned, the capital market is only a means for enterprises and not a focus. As a new tea drink in the consumption track, it is more important to polish the internal strength and consolidate the ability to have a truly promising development prospect.