In less than 3 days, sales in the live broadcast room plummeted by more than 90%. After the “Sarcastic Day” incident, Xiang Piaopiao set up a marketing company
① According to Feigua data, the sales volume on May 8 was 10,000 yuan - 25,000 yuan. ② Financial reports show that Xiang Piaopiao's sales expenses in 2023 hit a four-year high, reaching 860 million yuan, an increase of 53.42% over the previous year; the sales expenses rate rose to 23.73%.
Anti-nuclear sewage discharge, CEO airborne live broadcast room... Xiang Piaopiao floated on popular “unpopular” products suddenly became popular
① The stock price of Xiang Piaopiao, which became a hot search due to anti-nuclear sewage discharge, rose and stopped today; ② What is popular on the list is the company's unpopular product, juice tea. Currently, the peak sales season for this product is approaching; ③ Including Japan, Xiang Piaopiao accounts for less than 1% of overseas revenue.
What signals did the dairy industry release in Document No. 1? “Improving standards and promoting consumption” has become the key word
Currently, the domestic dairy market is undergoing a transition period from room temperature milk to low temperature milk, and low temperature milk has become a new competitive arena for dairy companies. On February 3, Xinhua News Agency was authorized to issue “Opinions of the CPC Central Committee and the State Council on Studying and Using the Experience of the “Thousand Villages Demonstration, Ten Thousand Villages Remediation” project to effectively promote comprehensive rural revitalization. “Improving standards and promoting fresh milk consumption” became the key word for the 2024 dairy industry.
Zhu Like, Chairman of Yiming Foods: The focus of this year's work is to open a store, and the store is expected to double in the next three years|Head of TheOne
① The current focus is on “opening stores”, and the plan is to increase the net number of stores by 800 in 2024 and make a breakthrough in central China; ② direct-run stores are used to build brand awareness and optimize the store structure. After the model matures, the main focus is on franchise store expansion; ③ the company's current production capacity can support 6,600 stores, and the future will start new production.
Raw material prices fall, gross margin increases, Panda Dairy's net profit doubles in 2023 to develop beverage and condiment series
① Expected net profit of 100 million yuan to 110 million yuan in 2023, a year-on-year increase of 89.11%-105.96% ② Prices of main raw materials have declined, and the gross margin of the company's products has increased ③ The company plans to use the capital raised to develop a series of beverages and condiment products in Shandong
Yiming Foods: There are no plans to open a store outside of East China, and the Jiangsu factory will be profitable next year | Direct impact on the performance meeting
① The company's main expansion areas in 2024 are the five major urban areas of Zhejiang, Fujian, Jiangxi, Jiangsu, and Anhui ② The company's store opening strategy is “mainly franchising, assisted by direct management”, with 1,432 franchise stores and 618 direct-run stores in the first three quarters ③ The company's goal of opening 6,600 stores in East China has not changed