是千億商機還是「虛胖」? 遍地開花量販零食店「混戰」廈門

<p style=”color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;”>&nbsp;</p>

<p><img alt=”" class=”syl-page-img” data-src=”https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/887bed559a094392943102cefa6a1737~tplv-tt-origin-web:gif.jpeg?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1762244562&amp;x-signature=TGnE4%2BkwuNmAcISTdozG%2F6gzv20%3D” image_type=”1″ img_height=”233″ img_width=”350″ mime_type=”image/jpeg” src=”https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/887bed559a094392943102cefa6a1737~tplv-tt-origin-web:gif.jpeg?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1762244562&amp;x-signature=TGnE4%2BkwuNmAcISTdozG%2F6gzv20%3D” style=”cursor: zoom-in; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; border: 0px; margin: 0px auto 8px; padding: 0px; max-width: 100%; display: block; border-radius: 4px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255); height: auto;” title=”" web_uri=”tos-cn-i-tjoges91tu/a74a6eee152d9842dd082a8557679c1e” /></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>台海網10月28日訊(導報記者孫春燕)1.9元的柳橙汁、4.2元的百威啤酒、6.5元的達利園小麵包、7.2元一排的娃哈哈AD鈣奶&hellip;&hellip;這不是零食批發市場,而是一家量販式零食店。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>導報記者近日調查發現,近兩年量販零食店在廈門越開越多,幾乎遍布廈門每個街角。糖巢、好想來、趙一鳴、零食艙等本土和外來品牌在各大商圈展開了一場「貼身肉搏」。不過,在遍地開花的背後,靠低價爭市的量販式零食店正經受考驗,是真的賺錢還是&ldquo;虛胖&rdquo;,一場行業淘汰賽正悄然上演。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><strong style=”border:0px; box-sizing:border-box; font-weight:700; margin:0px; padding:0px”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>數量「狂飆」 有這麼多人愛買零食?</font></strong></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>「剛在糖巢買了兩袋堅果,沒走幾步就看到一家新開的趙一鳴零食,再走沒幾步又來了一家零食大大。」昨日,市民林女士在後埔驚訝地發現,這裡量販零食店扎堆。 &ldquo;好像都是這一兩年冒出來的,現在有那麼多人愛買零食嗎?&rdquo;</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>量販零食店也叫零食折扣店,是一種以工廠直採或貼牌生產為核心,透過精簡供應鏈環節實現低價銷售的休閒食品零售業態。近兩年來,量販零食店以「大牌低價」為旗幟,在廈門掀起開店熱潮。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>2011年,廈門坤旺達商貿有限公司在泰和花園開出廈門首個本土零食品牌店-糖巢零食,初期以福建地區為主,後逐步擴及其他省份。目前糖巢門市已涵蓋廣東、江西、浙江等地區,全國佈置超2000家門市,廈門約300家。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>外來品牌的攻勢更為快速。 2023年5月,趙一鳴零食安兜店開業,正式進入廈門市場,兩年時間趙一鳴零食已經遍布廈門島內外。同時看上廈門的還有廣東頭品牌零食艙、萬辰集團旗下的好想來等,再加上a1零食研究所、舌尖趣等本土品牌紛紛入局,目前廈門市場已聚集十餘個主流零食品牌。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>企查數據顯示,廈門零食相關企業註冊量近年來成長迅速,其中2022年註冊量比增加166.7%至16家;2024年廈門共註冊50家零食相關企業,比增138.1%。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>不只廈門,數據顯示,我國量販零食店數量自2022年以來便開啟「狂飆」模式,至今年全國量販零食門店數量已接近4.5萬家。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><strong style=”border:0px; box-sizing:border-box; font-weight:700; margin:0px; padding:0px”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>競爭激烈同質化下的微薄利潤</font></strong></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>導報記者發現,廈門多數門市的選品普遍超過1000種,在糖巢後埔店的貨架上,既有香飄飄奶茶、衛龍辣條等國民零食,也有網紅果脯、進口餅乾等特色產品。 「超市追求大而全,我們是小而精的零食專場。」一家品牌零食店負責人表示,量販零食店的消費主力集中在18歲至45歲的年輕群體,豐富選品覆蓋家庭、辦公、出遊等全場景需求,精準捕捉消費者的非目的性購物慾。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>不過,隨著競爭加劇,想要賺錢並不是件容易的事。曾開了一家零食加盟店的徐女士坦言,量販零食店的核心競爭力在於低價,它的利潤非常薄,有些引流的飲料一瓶只有幾毛錢的利潤,還要扣除不低的租金、人工成本等。 &ldquo;我的店開了一年多,基本上沒賺錢。&rdquo;</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>還有加盟商告訴導報記者,量販零食店以「大牌低價」引流,靠白牌商品獲利,知名品牌零食價格比超市低10%至30%,而自有品牌產品則能帶來更高毛利。但這種模式的弊端在於高頻上新造成庫存壓力陡增,滯銷品損耗率有時高達5%。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>儘管營收規模驚人,但量販零食產業的獲利能力卻十分有限。 2022年至2024年,鳴鳴很忙的毛利率分別為7.45%、7.50%、7.62%。萬辰集團(好想來)零食採購成本佔銷售成本的97%,全產業淨利率普遍僅2%出頭。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><strong style=”border:0px; box-sizing:border-box; font-weight:700; margin:0px; padding:0px”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>暗藏隱憂擴張潮下的閉店暗流</font></strong></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>毫無疑問,量販式零食市場的巨大蛋糕很誘人&mdash;&mdash;根據歐睿公司新測算,到2025年,量販零食行業的銷售額預計將突破2000億元大關。但火熱的數據背後,一股閉店暗潮也漸漸湧動。 「熱鬧的表象之下,閉店的勢頭正在加劇。」曾在廈門經營商業地產的郭先生表示,在供應鏈與同質化的雙重製約之下,擴張與閉店的「雙高」已成為量販式零食店的現狀。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>公開資料顯示,今年上半年,萬辰集團在新開1467家門市的同時,關閉了290家,閉店率1.9%;好想來2025年上半年閉店更是達259家,超去年全年總量,擴張速度同比下降85%。廈門市場雖未揭露具體閉店數據,但部分社區門市「開幕三月即轉讓」的現像已不鮮見。</font></p>

<p style=”font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: border-box; margin: 20px 0px; padding: 0px; border: 0px; color: rgb(34, 34, 34); font-family: &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, &quot;WenQuanYi Micro Hei&quot;, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 18px; text-align: justify; background-color: rgb(255, 255, 255);”><font dir=”auto” style=”box-sizing: border-box; vertical-align: inherit;”>郭先生認為,量販零食店在廈門乃至全國的經歷,令人聯想到曾經遍布街頭卻最終曇花一現的俄羅斯零食店。在零售業的歷史長河中,無數案例證明,低價、噱頭和炒作只能打開市場,但只有高質價比才能守住市場。</font></p>

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