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The epidemic gave birth to the "home economy" to make up for the situation. How to break the retail industry segmentation?
An epidemic, a test! COVID-19's damage to the economy is four times that of the global financial crisis in 2008: in only half a year, 94% of Fortune Global 1000 enterprises experienced supply chain interruption. How can the fish in the pond be safe when the gate is on fire? Uncertain risks spread through the industrial chain, and 96% of the top 500 enterprises in China are affected to varying degrees. During the period of isolation, many offline shops were "shut down", and tourism, catering, film and television industries were hit hard. About 75% of consumers canceled the relevant consumption, and 17% of consumers reduced their expenses.

At the same time, the "home economy" has risen, and the goods of fresh e-commerce and online celebrities have taken advantage of the situation. According to Fastdata, the transaction volume of fresh e-commerce in the first half of 2020 reached18210.20 billion, up by 137.6% year-on-year, exceeding 20 19 years.

The epidemic is like a time machine, pulling 2030 to 2020! What should have been achieved in 2030 has now pressed the "fast forward button", forcing global enterprises to accelerate into the digital age. This is an "era of open-book exams", knowing the answers in advance and laying out new formats in advance.

Health preserving tide: health "resurgence" awakens the health care product market.

Zhao Mingyi, a Black Panther band drummer who was very popular in 1990s, became an "iron man in a thermos" in the hot search of Weibo in 20 17. For a time, "medlar+thermos cup" eased the embarrassment of middle-aged crisis. After a lapse of three years, the epidemic has awakened the healthy memory of the whole people sleeping.

But before, China's health industry was tepid: the population of the United States was 300 million+,and the health industry accounted for18.2% of GDP; Japan's population 1 billion+,accounting for13% of GDP; In China, it is 654.38+04 billion+,accounting for only 6.2%. At present, the scale of China's big health industry is 654.38+00 trillion.

The epidemic accelerated the opening of the "valve" of health demand, and the long-dormant health care industry ushered in a bright moment: in February 2020, the State Pharmaceutical Products Administration announced the approval information of 86 new blue hat products, releasing the signal of recovery and new development of the whole industry.

Time also! Potential also! Under the two-wheel drive of "policy blessing+consumption upgrading", the health care product market has gradually revived. Meiyun Internet Big Data found that in the second quarter and the third quarter of 2020, online sales in the health care industry increased by 47% and 67% respectively.

At the same time, health care products have become the standard for young "health-preserving people", "post-90s" and "post-00s" have become the main consumers, and the "stocking craze" has been unexpectedly set off by Shuang1/kloc-0: Suning started at 0: 00 am165438, and JD.COM Shuang/kloc. Tmall's health food list shows that vitamin sales have increased by more than 1600%, which is equivalent to an increase of 15 times.

It is predicted that the scale of big health industry in China will reach 30 trillion in 2030. The future market space is gestating a blue ocean: under the demographic dividend of 654.38+0.4 billion, who will unlock the trillion-dollar market first?

Weight loss tide: enzymes, melatonin, etc. Become a "dark horse"

This is an era of "talking about fat and changing color"! A few days ago, the "Report on Nutrition and Chronic Diseases of China Residents (2020)" issued by the State Council Information Office showed that the average weight of men and women aged 0/8 and above in China was 69.6 kg and 59 kg respectively; The overweight rate and obesity rate of residents aged 18 and above were 34.3% and 16.4% respectively. The overweight and obesity rates of children and adolescents aged 6- 17 were 1 1. 1% and 7.9% respectively. The overweight and obesity rates of children under 6 years old were 6.8% and 3.6% respectively.

More than half of adults are obese and overweight! According to the statistics of China Health Planning Commission, the number of obese and overweight people in China in 20 19 exceeded 200 million. The "three highs" population is rising, and obesity has become a threat to the health of Chinese people. Everyone has a "dream of losing weight", and "small goals" have spawned a big market for losing weight, with a scale exceeding 1000 billion yuan.

The annual physical examination is coming, and the fat house is at home. How can I solve my worries? Only dietary enzymes and probiotics can enhance immunity, supplement calcium and protein. Meiyun Internet Big Data found that in 2020, the sales of bacteria/mushrooms/enzymes continued to "accelerate" and won the health care products market, reaching 5 billion yuan, a year-on-year increase of 69%; At the same time, melatonin "suddenly emerged", increasing by 70. 1% year-on-year.

Why does melatonin become the "dark horse" in the incremental market? The answer is not difficult to understand: eating well does not mean sleeping well! According to the survey, more than 300 million people in China have sleep disorders, and more than 3/4 of them fall asleep after 1 1 at night, and stay up until the early morning after 1/. The epidemic situation delayed the overall sleep time by 2-3 hours, the search volume of sleep problems increased by 43%, and the business opportunities of melatonin were unlimited.

"Apply the most expensive mask and stay up the deepest night!" This seems to be the helpless life realism of overtime workers. Melatonin, like our "workers" trying to whiten the last "stubbornness". Meiyun Internet Big Data found that since 20 19, the sales of melatonin in each quarter showed a significant upward trend; In 2020, the sales of e-commerce platforms reached 473.672 million yuan, a year-on-year increase of 77.5%.

The weight-loss consumer market in China exceeds 1000 billion yuan, and the scale of sleep industry is expected to exceed one trillion yuan in 2030. Under the double superposition of "slimming economy" and "sleeping economy", who will "circle" C?

Snack fever: jelly, dried fruit preserves and so on are sought after.

China on the Tip of the Tongue really angered Chinese people's stomachs, and the "gourmet economy" ushered in an outbreak: the retail sales of the snack food market in China has exceeded one trillion yuan, and it is expected to increase to1.71.70 billion US dollars in 2023. The trend of "snack replacement, dinner snack" is gradually emerging, and 73% of millennials said that "it is impossible to imagine life without snacks". According to the Research Report on Global Consumers' Snacks Trends in 2020, 88% of consumers in the world buy snacks in a flat and growing trend.

How can it be called "thorough" during the epidemic? Happiness is nothing more than "holding snacks in your left hand and candied fruit in your right hand, and your mouth is full of sweetness". Meiyun Internet Big Data found that snack foods represented by dim sum cakes, biscuits, bacon and candied dried fruits continued to be popular, and the sales of candied dried fruits reached its peak in March.

Among the explosive candied fruits, which are "shoulder-loaded dried fruits"? Meiyun Internet Big Data found that dried mangoes, dried betel nuts, dried strawberries, potato products and dried cranberries are highly sought after. Even the sales in June and 165438+ 10 are far behind the sales in March during the quarantine period.

You don't have to know much about the world of eating goods, but health and health care can always shake their sensitive nerves. According to statistics, 54% of adults in the world rely on snacks for nutrition. Only by grasping the stomach and heart of consumers can we occupy the minds of consumers.

Meiyun Internet Big Data found that health care products such as enzymes and probiotics with "healthy endorsement" are breaking through the circle and embarking on a "snack" journey. The sales of jelly and oral liquid dosage forms increased several times year-on-year, and the growth of soft candy was 20 1 time, which was amazing.

Consumption is the "ballast stone" for stable economic operation. According to the statistics of the Ministry of Commerce, the total retail sales of consumer goods in China will be 39.2 trillion yuan in 2020, accounting for 54.3% of GDP. At the same time, according to the data given by the National Bureau of Statistics, the per capita disposable income of urban residents nationwide reached 42,359 yuan in 2065, and in 2009 it was 438+0,60,21yuan. The country is rich and the people are strong, where will the money flow? Retail industry may be the "alchemy field" of new forces! The future can be expected ~