社会服务行业双周报:东方甄选及江豚会员店“山姆范式”引关注

国信证券股份有...
Aug 11

周观点:当前消费市场供给多元、信息透明、需求理性,竞争中具备高性价比产品与成熟会员体系的企业优势凸显。一方面供应链是核心基础,成熟的供应链保障高性价比产品持续输出,另一方面,公域流量红利消退推高获客成本,私域会员体系通过转化低频用户为高粘性客群,摊薄获客成本并挖掘用户全生命周期价值。近期东方甄选GMV 边际改善印证此逻辑,一方面公司持续打造自营品类,截至2024 年11 月推出600 款SKU,...

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