虎嗅

The suddenly popular new snack shop has taken away business from the food and beverage industry.

原文:爆火的新鲜零食店,抢了餐饮人的饭碗

Summary in One Sentence

The Wuyi business district in Changsha, which has given birth to popular food brands such as Chayan Yuese and Hei Se Jing Di, has recently seen an unusual trend: new stores opening are not traditional food businesses, but rather "fresh snack shops" that focus on short shelf life, minimal additives, and fresh production. This trend has quickly spread to cities like Beijing and Shenyang. Not only are new brands like Jin Li Men and Ji Duo Quan expanding rapidly, but established food giants like Chayan, Jue Wei, and Haidilao are also entering the market. This surge of new businesses is not just a small trend driven by "healthy consumption"; it represents a complete blurring of the boundaries between food services and retail. These new businesses have found a high-profit niche that avoids the traditional food industry's challenges and solves the problems inherent in traditional snack stores, potentially reshaping the entire business district's traffic distribution.

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Detailed Analysis

1. Don't Be Deceived by the Term "Healthy": The Success of Fresh Snacks Lies in Their Appeal to Consumers

Many people think the popularity of fresh snacks is due to young people's interest in checking ingredient lists and a desire for healthier options. However, "clean ingredients and minimal additives" are more of a entry barrier. If a snack shop offers long-shelf-life products with lots of additives, no one will be interested. The real secret to their success lies in their ability to separate "attracting customers" from "making money." Upon entering, customers are immediately attracted by the aroma of freshly baked bread or marinated duck, and the sight of staff preparing drinks on the spot. What might have been just a quick stop to rest turns into a shopping experience where they end up buying several items for several times the original cost.

2. How Profitable Is This Business?

The claim that fresh snack shops earn as much in a month as traditional snack stores do in a year is not an exaggeration. Consider this: Traditional food businesses, such as milk tea or marinated food shops, face the problem of having more idle time than busy hours. With 12 hours of operation, only a few hours see actual customers, leaving much of the space unused. High rent and labor costs result in low per-square-meter profits. In contrast, fresh snack shops cover multiple categories (marinated food, baked goods, nuts, drinks, etc.) and focus on the best-selling items. This allows them to attract both shoppers looking for a snack and those looking for a treat, potentially capturing the traffic from several specialized stores.

3. Traditional Industries Are Being Displaced

The impact on traditional industries is significant. Baked goods, tea shops, and marinated food shops are all being impacted. Fresh snack shops not only compete with them for customers but also offer a wider range of products at higher margins. For example, while traditional marinated food shops sell only marinated goods, fresh snack shops offer a variety of baked goods and snacks at competitive prices. With over 90% of their products being proprietary, they can achieve higher profit margins (35%-40%). This means they can generate much more revenue in a month.

4. The Blurring of Boundaries Between Food Services and Retail

The emergence of fresh snack shops represents a complete merging of the food and retail sectors. The cost increases in the core business districts and the advancement of supply chains have forced industries to adapt. Traditional models are no longer viable. Fresh snack shops have become a new model that offers a more comprehensive experience, attracting customers from various scenarios and increasing overall profits.

In summary, the rise of fresh snack shops is a natural response to market changes, driven by rising costs and advancements in supply chains. These shops have created a new niche that combines the best aspects of both food and retail services, offering consumers a more convenient and attractive experience.