{"id":963,"date":"2024-09-22T03:31:27","date_gmt":"2024-09-21T19:31:27","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=963"},"modified":"2024-09-22T03:31:27","modified_gmt":"2024-09-21T19:31:27","slug":"%e9%9c%b2%e5%8f%8b%e8%89%af%e3%80%81%e5%98%89%e5%90%89%e3%80%81%e5%b1%b1%e5%a7%86%e4%bc%9a%e5%91%98%e5%ba%97%e4%b8%ad%e5%9b%bd%e5%b8%82%e5%9c%ba%e5%a2%9e%e9%95%bf%ef%bc%8c%e6%8a%b5%e6%b6%88%e7%bb%8f","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=963","title":{"rendered":"\u9732\u53cb\u826f\u3001\u5609\u5409\u3001\u5c71\u59c6\u4f1a\u5458\u5e97\u4e2d\u56fd\u5e02\u573a\u589e\u957f\uff0c\u62b5\u6d88\u7ecf\u6d4e\u653e\u7f13\u5f71\u54cd"},"content":{"rendered":"

\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>Lululemon, Chagee, Sam's Club Records Growth in China, Defying Economic Slowdown<\/a><\/font>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-12<\/p>\n

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\nChagee\u8336\u996e\u8fde\u9501\u5e97\u5728\u77ed\u77ed\u4e24\u5e74\u5185\u5c06\u95e8\u5e97\u6570\u91cf\u7ffb\u4e86\u4e09\u500d\uff0c\u76ee\u524d\u603b\u6570\u5df2\u8d85\u8fc74500\u5bb6\u3002MINISO\u901a\u8fc7\u6253\u9020\u201c\u975e\u4e8b\u52a1\u5316\u201d\u8d2d\u7269\u4f53\u9a8c\u6765\u9500\u552e\u5bb6\u5c45\u7528\u54c1\u3001\u73a9\u5177\u3001\u7535\u5b50\u4ea7\u54c1\u548c\u6587\u5177\u7b49\u65e5\u5e38\u751f\u6d3b\u6240\u9700\u7269\u54c1\u3002\u4f46\u662f\uff0c\u5e76\u4e0d\u662f\u6240\u6709\u7684\u8d62\u5bb6\u90fd\u9075\u5faa\u76f8\u540c\u7684\u516c\u5f0f\u3002<\/p>\n

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Amid anemic consumer demand in , some brands are still seeing double-digit sales growth in signs that it\u2019s not all gloom and doom in the world\u2019s no. 2 economy.While top luxury brands and discount retailers alike are struggling with sluggish demand, a select few consumer companies have managed to deliver astronomical gains reminiscent of times when China\u2019s economy was booming.\u201cChinese consumers are becoming more mature and rational amid the challenging macro environment,\u201d , managing director at Kearney China, said, pointing to how they are increasingly looking for value and feel-good factor. \u201cRetailers have a chance at winning only when they cater to those needs well.\u201dHere\u2019s a closer look at what\u2019s setting the winners apart from the others:, Walmart Inc.\u2019s members-only warehouse division that caters to bulk shoppers, is defying the supermarket in China. Sam\u2019s has customers hooked with products ranging from fresh produce to baked foods and beverages to household supplies. That shoppers frequently share their favorite Sam\u2019s picks on social media reflects the cult-like following it enjoys among middle-class consumers.One of the factors that\u2019s worked for Sam\u2019s is its less-is-more approach \u2014 instead of overwhelming customers with multiple brands of the same product at various price points and in differing quality. Sam\u2019s Club only sells the best of its kind, either from a brand already on the market or under its private label Member\u2019s Mark that it\u2019s developed with suppliers picked from across the country.\u201cIt\u2019s like they have already done the selection for you,\u201d said Xiaomai Zhang, a Sam\u2019s member since 2014 in Shanghai. \u201cYou can simply buy what you need without having to compare multiple brands, making the shopping experience more straightforward and stress-free.\u201dDelivering that kind of customer experience has helped boost Walmart\u2019s comparable sales in China by 13.8% on-year in the quarter ended July 31, while Sam\u2019s China membership income jumped by 26% during the period.The appeal of athleisure and casual wear, which gained traction during the stay-at-home era of the Covid-19 pandemic, appears to be growing on the back of China\u2019s middle class increasingly embracing an active lifestyle. That has bolstered \u2019s growth in the country this year, despite facing competition from a sea of cheaper alternatives. In the latest quarter ended July 28, the company\u2019s net revenue and comparable sales in mainland China increased by 34% and 23%, respectively.Companies are learning to tap this evolving cohort of shoppers by leveraging peer influence. These days, owning activewear is being touted on social media as one of the \u201cmust-haves of the middle class.\u201dHence it\u2019s no surprise why some signature outdoor jackets from get snapped up on Tmall, \u2019s online marketplace, despite similar offerings from local brands at a fraction of the price. The brand\u2019s owner \u2014 which was bought by a consortium-led by China\u2019s in 2019 \u2014 reported a 54% year-over-year increase in sales in greater China, with the western brand outperforming the Anta label in this part of Asia.China\u2019s millennials now account for the bulk of the middle class, and they are now more discerning and look beyond the mass-market offerings from the likes of Nike Inc. and Adidas AG, according to Ernan Cui, China consumer analyst at .That explains the growth of relatively smaller athletics brands such as and Hoka, most of whose running shoes carry a price tag of more than 1,000 yuan ($141) in China.Tennis great -backed Onsaid its second-quarter net sales grew 74% in the Asia-Pacific, primarily driven by strong sales in Japan and China. Hoka has been on an expansion spree after Chinese consumers developed a kind of obsession with the brand. Case in point: Hoka\u2019s hot-selling product that sold out instantly upon launch. While the shoes don\u2019t exactly look out of the ordinary, its main draw has been the excellent cushioning and shock absorption features that make them the comfort footwear of choice not just for running, but also for work and as everyday wear for Chinese shoppers looking for value.Homegrown outsold global rivals from L\u2019Oreal, Lancome and Estee Lauder in the first half this year on Tmall, a key retail platform for cosmetics in China. The company reported a stunning 38% revenue growth in this period when global rivals saw their business in China either stay flat or shrink. Much of the credit goes to the company\u2019s 2.34 billion yuan marketing campaign featuring 24-7 non-stop livestreaming across multiple stores on Douyin, the Chinese cousin of TikTok, that aimed to make its Ruby facial cream just as iconic as the Lancome Absolute soft cream and Estee Lauder anti-aging one.The Ruby facial cream retails for less than 300 yuan, and Chinese social media is teeming with posts on how consumers are replacing foreign brands in their daily skincare routine. Another company that\u2019s thrived through the slowdown is , the smartphones-to-electric vehicles maker. Xiaomi\u2019s customers count on it to make a cheaper version of a high-end product from other brands that they can\u2019t afford. As a result, it\u2019s built an ecosystem of home appliances that can be controlled remotely, at costs that are affordable. Xiaomi\u2019s second-quarter smartphone revenue increased 27.1% on-year to 46.5 billion yuan, while white goods such as air conditioners, refrigerators and washing machines also registered strong growth.Chengdu-based tea beverage chain has been on an spree in China, opening stores that boast a lounge vibe similar to Starbucks stores. Selling traditional Chinese green, black and Oolong tea blended with milk-based creamer for a little more than $2, Chagee has seen the number of its storefronts more than triple to 4,500 in less than two years. That came as health conscious consumers increasingly shun traditional high-calorie milk tea with tapioca pearls and fat- and sugar-laden creamers for beverages infused with quality tea leaves and natural ingredients sold by Chagee and peers.Lifestyle retailer , which had another stellar quarter ended June, owes its success to making the purchase of home goods, toys, electronics and stationery feel less transactional and more fun. Its customers don\u2019t make a secret of when walking into a MINISO store \u2014 making it one of the rare brick-and-mortar stores where young Chinese are still willing to open their wallets. The cheer factor has kept the retailer on track to deliver guidance of 350 to 450 net new stores this year in the mainland, on top of the more than 4,100 outlets it had as of June 30.But not all winners follow the same formula. , the operator of KFC and Pizza Hut in China, has stayed resilient by appealing to thriftier diners with its frequent promotions and cheap-meal deals. KFC\u2019s bargain 9.90 yuan ($1.40) chicken sandwich and 29.90 yuan weekend combo meal, together with Pizza Hut\u2019s buy one get one for free promotions helped Yum report a higher-than-expected in the second quarter. The performance amid a brutal price war is due in part to the company\u2019s cost strategy of sourcing produce directly from farmers and automating inventory management. Yum China opened 13% more stores than the same period last year, and plans to build a 20,000-store network in the mainland by 2026.\u201cWhether it\u2019s general merchandise, supermarkets, cosmetics, chain restaurants, or even electronics from brands like Xiaomi,\u201d according to Dragonomics\u2019 Cui, It\u2019s \u201cthose which offer better cost-effectiveness that are generally more at advantage.\u201d<\/p>\n

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