Retail is an eternal topic after humans enter the commercial society, what chips, new energy, and what is the ultimate goal? It is not just for people to fill their stomachs with three meals a day, otherwise everything is meaningless. Recently, I saw Brazilian President Lula saying with tears in my eyes that everyone in the new term should drink coffee and eat. We have to say that although we have entered a highly technological society, people are just separated from the food crisis and whether they can fill their stomachs.
Commercial retail seems simple to humans, but it is a major event that affects people's livelihood. Fujian is a land of eight mountains, one river and one branch. Since ancient times, merchants have been popular. Fujian people go overseas to do business. Overseas Chinese hometowns in various places have accumulated rich capital for the construction of New China. Fujian will have three retail business cards in the next ten years.
The first picture: Luckin Coffee . Right, that's right, Luckin Coffee, which was delisted in the United States due to financial fraud. Luckin Coffee did not fall in a crisis, but instead fought steadily and was reborn. Like cigarettes, coffee is highly addictive and has strong attraction and control over Chinese white-collar workers and middle-class people. We originally thought that Luckin had fallen, but Luckin's stock has quietly risen from $0.95 to $19 in the fan order market. Luckin's recent financial report shows that in the second quarter of 2022, Luckin Coffee's total net income was 3.2987 billion yuan, and increased by 72.4% year-on-year. In the second quarter, 615 new stores were added, with the total number of stores reaching 7,195. In 2023, Luckin Coffee is still expanding wildly, and the franchise situation is good. It is inevitable to win if it exceeds 10,000 stores. Addictive retail is the most profitable industry. Once scaled up, Luckin will become China's most promising coffee industry giant, surpassing Starbucks and being close to you.
Second picture: Pu Pu. Pupu Supermarket is one of the pioneers focusing on instant retail in home category. Originated from Fuzhou, it is deeply rooted in Xiamen , and developed in Shenzhen. It is one of the most competitive instant retailers in first- and second-tier cities. Its own model of building forward warehouses and distribution teams crushes physical retail supermarkets, making the industry panic. Pu Pu delivered 18 yuan in the early stage. The crazy coupon subsidy money-burning model has made physical retail sales full of weapons, but its revenue in Xiamen is nearly 4 billion. Pu Pu’s success lies in making young consumers addicted to shopping. 6-8,000 sku, a rich online celebrity product, half an hour, good quality and low price, making consumers unable to stop shopping. At the same time, it provides accurate push for long-term and repurchased products. Pu Pu is currently in a loss mode, but once it reaches a breakeven, Pu Pu will be the most competitive instant retail leader.
The third picture: Yonghui Supermarket . Yonghui Supermarket is one of the oldest retail players. It is an excellent demonstration enterprise for the national agricultural reform super market. It is regarded as a model by seven ministries and commissions of the State Council. It has more than 1,050 stores nationwide and has revenue of over 100 billion yuan. Yonghui Supermarket is the number one local retailer with both in-store and home delivery characteristics, and has a strong supply chain and high technology. In-store, it caters to the needs of group buying, corporate procurement, and the needs of what you see is what you get in the elderly user group; in-home, it meets the needs of a large number of young users cultivated by Pupu, , JD.com, and Meituan. Yonghui is the most competitive one, which has a strong supply chain company like Caishixian with high industry barriers. Yonghui is developing addictiveness. Once a breakthrough is made, Yonghui's complete layout in 29 provinces and cities across the country will quickly expand its tentacles and form expansion. Yonghui Supermarket, when you go to the store, you must grasp both hands and be strong both hands!
Fujian Retail’s three business cards, which do you agree with? Welcome to comment in the comment area!
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