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2009 1210 2023 3 1 21 2-3 1 25-30%5-8%23 22 2k+2-3 25 3 30-40%/23 24-25 UE+5k+&SKU 22 23 4 A,&22 23 sku&S0360520070001 S0360520090001 021-20572598 S0360518040001%()26 0.00()2,522.90 0.27()1,827.50 0.26%1M 6M 12M 1.9%14.1%3.4%4.4%18.4%16.2%-23%-13%-2%9%22/02 22/05 22/07 22/10 22/12 23/022022-02-282023-02-27 300 2009 1210 1 2 8k 2025 3 6 3 22 23 2-3&23 0YCXxOrMoNqRtNoNrMtMmN9PdN7NnPpPoMnOiNmMsRjMnNmP7NqRnQxNnMsQuOrRoN 2009 1210 3.6.6.7.8 1 0 1.8 2 1 100.9 3W.10 1 2-3.10 2 25 3w.11+.13.13.14.16.17.17.18 1.18 2.20 3.21 4.23 5.23.24.24 2009 1210 4 1.6 2.6 3.7 4.7 5.7 6.7 7&.8 8.9 9&.9 10.9 11.9 12.10 13.10 14.10 15&.11 16.11 17.11 18.12 19.12 20.12 21.13 22 sku.14 23.14 24.15 25 21.15 26.15 27.16 28.16 29.17 30.17 31.17 32.18 33.18 2009 1210 5 34.18 35 17.19 36/.20 37.20 38.20 39.21 40.21 41 22.21 42 23.21 43.22 44.22 45.22 46.23 47.23 48.24 49 4.24 50.24 2009 1210 6 21 1 UE 2-3 3w 2 3 2000 90 2000 2012 2020 20 5 2000 1 2 IT 2009 1210 7 sku 25-30%3 4 Bilibili 230204/500-1000 40%5 6 IQ 8.1%7.6%10.5%11.2%11.0%10.9%2.7%2.8%7.9%7.8%28.9%28.4%MAT LY MAT TY线 下市场销 售额滚 动三年变 化大卖场 超市 小超市 便利店 母婴店 其它280070060030010026050010001500200025003000服饰 便利店 美妆 餐饮 超市 百货2022H1 部分业态闭店数量+0.7pcts 2009 1210 8 1 0 1 SKU。1/2 9-10 2 1.5-2 10%-20%eg 15 vs 4-5 sku 1600 25%1.2 5%50%30-35%7&2009 1210 9 8 9&1 2 1 100 3 95 6 IT 10%1.53 5-7%8%10%7-8%10%+70-80%3 10 11 36 pro 2009 1210 10 12 13 5-7%2.23 600+5-6 8%-10-15%-10%10-12%45 7%10%40+7-8%5+10%+1.1+5%2+/3W 1 2-3 60-70%2k+60 60-70%,22 1.3w 23/24 100/1000 23 14 2009 1210 11 15&16 36 Pro 2 25 3w 25 3w 25 cagr 6 6k 8k 1.25 cagr 3.3%25 50%/30%/20%/5%/3%2025 3 6 17 2021 39 2.3w 20 20%49%/32%1/2 5+70.0%72.7%60.0%62.5%68.6%50.0%30.0%27.3%40.0%37.5%31.4%50.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%零食很忙糖巢量贩 零食零食有鸣零食优选好想来赵一鸣基地 门店占比 其他 区域占比湖南四川福建湖南江苏江西 2009 1210 12/8k 3w 18 39w 1.3w+23631 6.06%8.38 2000+15.38%39.35 6778 1.74%15.35 1100+8.46%51.5 6581 1.69%13.12 1000+7.69%40.57 6459 1.66%15.79 800+6.15%27.7 5564 1.43%14.86 800+6.15%20-30 4432 1.14%9.72 700+5.38%69.0 3220 0.83%14.88 700+5.38%-3493 0.90%8.82 600+4.62%-1108 0.28%24.48 420+3.23%15.64 864 0.22%22.28 3258-54.88 538 0.14%16.98 3771-61.86 327332 83.93%-780-62.20 2023 2 11 19 20 Top100 2009 1210 13+500m,&sku 2000,10-20%/&20-21 21+2000+7+1100+7 8“”7.8 1000+800+/800+,7 8 88 700+-8 88+700+ERP 420+20+网 批码头 200+sku 4540+2009 1210 14 邻 食魔珐 40+5 10-15%7-10 FOODAiLY 36 Pro 22 sku 23 36 Pro&sku 23 24-25 1-2 21 5-8k,/sku,/&20w&2009 1210 15 24 Sku 358w 29637 15.65 20-30 sku 25w/2.8/2.2/2w 10-20 1k-4k CR3 28%39w 23681 8.38 80 Cr3=9.5%15w 20115 18.89 100 CR5=23.6%13w 13538 28.51 20 CR4=20%10w 12383 14.11 26-15w 9556 35.84 100 CR5=23.6%12w 8339 19.25 20-30 CR2=22.7%1.3w 2000+22 1k-2k CR3=30%&sku 25 21 26 7-800 48049050051052053054055056057058059005001000150020002500坪效(元/平方米）店铺数 2009 1210 16 27 28/4-6 50 1 271 UE 90%1.5-2 1 1.25w 8%4.1/10%18%2.2 15%3 00.20.40.60.811.21.4长沙市内 长沙市外 其他较远 地区 2009 1210 17 29 30 31 23 24 2-3 sku A 2009 1210 18 BCD OEM 32 33 2018.3.15-2023.2.4 19 34 1 2005 21 22.82 06 2017 22101959132152118715774 5744.0 20.1 14.2 12.5 8.2 2.6 6.7 4.5 0.5 0.05.010.015.020.025.030.035.040.045.050.00500100015002000投诉量（条）每亿 元对 应 的投 诉量 2009 1210 19 20 27%21 KA 20 3088 21 2131 2014 14 21 22 H1 331.1%SKU 19 21 35 17 2009 1210 20 36/37 2021 38 2 2006 16 21 22 21 12.9 60%40%22 20H2 22H2 22Q2 5-10 17 23 22 23 FUDI 74.14 41.37 33.55 27.66 22.68 21.24 01020304050607080洽洽 盐津铺子 甘源 劲仔 桃李 有友17.5%10.3%14.1%11.5%12.3%21.0%20.6%19.4%17.9%20.2%19.1%21.7%22.1%0.9%10.1%18.0%18.5%18.8%19.8%11.3%4.9%6.0%4.4%8.3%12.7%6.9%9.2%12.3%15.1%12.0%10.2%13.9%-7.1%5.1%11.2%10.7%10.6%11.8%-10%0%10%20%30%毛销差 净利率 2009 1210 21 23 39 40 41 22 125.58 1.35%25.66/12 30%30%40%2021 2022/20%/20%2021 2023/56%/56%2021 2024/103%/103%42 23&22 22 Costco sku 30 17 22 21&2300w 3 2010 2009 1210 22 10 4 21 SKU 22 30%23 43 2 5-10 23 OEM 44 45 2021 2009 1210 23 4 50%25-30%&46 47 5 1 2006-2015 2 2015-2019 3 2019 2020 3000+22 9 4 23 23 1.5 800 23 22 23+2009 1210 24 48 49 4 2-3 25 3w sku 22Q2 22 23 50 1 0.5 23 12631358 13881698195120672200835 705775718750907963-20%-15%-10%-5%0%5%10%15%20%25%0500100015002000250030003500加盟 直营 加盟yoy 直营yoy 2009 1210 25 6 2020 2021 2018 2019 4 2020 2020 2020 2020 2021 14 2013 2021 2022 2022 2009 1210 26 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82871425 0755-83024576 0755-82756804 0755-82756803 0755-82871425 021-20572536 021-20572551 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 27(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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