cover of episode EP1810【吳淡如】好品質的平民開始替代貴族?消費習慣大轉彎,補助也不行了!

EP1810【吳淡如】好品質的平民開始替代貴族?消費習慣大轉彎,補助也不行了!

2024/12/26
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吳淡如人生實用商學院

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吴淡如
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吴淡如:本期节目讨论传统行业,特别是零售业,在2025年的发展趋势。首先,她认为规模扩张不如留下深刻的品牌印象重要,以优衣库为例,说明其策略从大规模开店转向注重门店质量和选址,以及打造独特的顾客体验。她认为,千篇一律的门店难以吸引顾客,而星巴克和Zara等品牌通过差异化门店策略保持了竞争力。她还指出,品牌需要在消费者心中建立存在感,电商并非唯一途径,SHEIN等线上品牌也能够建立强大的存在感。 其次,节目讨论了道德时尚和二手衣市场。吴淡如指出,Zara和H&M等品牌开始关注二手衣市场,顺应环保和可持续发展的趋势。然而,她同时也指出,二手衣市场的盈利并非易事,清洗、消毒和物流成本高,且消费者的心理成本也影响了二手衣的交易价格。在台湾,由于消费者的心理成本较高,二手衣市场发展面临挑战。 最后,节目探讨了消费降级和“平替”文化。吴淡如指出,全球范围内,消费降级和“平替”文化盛行,许多消费者更倾向于选择性价比高的平替产品,即使是奢侈品牌也面临着来自平替产品的竞争。她认为,传统大品牌需要重视性价比,才能在通货膨胀的背景下保持竞争力。消费者追求性价比和满足感之间的平衡,而‘平替’产品的出现,满足了消费者对高性价比和品牌体验的需求。

Deep Dive

Key Insights

What is the '平替文化' (pingti culture) mentioned in the podcast, and why is it gaining popularity?

平替文化 refers to the trend where consumers opt for affordable, high-value alternatives to expensive luxury goods. This shift is driven by economic pressures like inflation, leading to a '消费降级' (consumption downgrade). Around 70% of Gen Z prefers buying these affordable substitutes, which offer similar quality to luxury items without the high price tag.

How is Uniqlo adapting its retail strategy to stay competitive?

Uniqlo is shifting from mass store openings to focusing on meaningful, flagship stores in prime locations. Founder Tadashi Yanai emphasizes creating a strong brand presence through unique, impactful stores rather than cookie-cutter outlets. This strategy aims to attract customers by offering a memorable shopping experience, especially in high-profile areas like Paris and London.

Why are brands like Zara and H&M expanding into the second-hand clothing market?

Zara and H&M are entering the second-hand market to align with sustainable fashion trends and consumer demand for eco-friendly options. This move helps reduce waste, extend clothing lifespans, and appeal to environmentally conscious shoppers. However, challenges like high operational costs and reduced demand for new products make profitability difficult.

What challenges do second-hand clothing businesses face despite their environmental benefits?

Second-hand clothing businesses struggle with profitability due to high costs for cleaning, disinfecting, and logistics. Additionally, extending the lifespan of clothing reduces demand for new products, which conflicts with fast fashion's business model. Balancing sustainability and profitability remains a significant challenge for these businesses.

How does the concept of 'CP值' (cost-performance ratio) influence consumer behavior in the current economic climate?

Inflation has made consumers more price-sensitive, leading them to prioritize cost-performance ratio (CP值) over brand prestige. People are seeking affordable yet high-quality alternatives to luxury goods, reflecting a shift towards practicality and value. This trend is evident in the rise of 平替文化, where consumers opt for budget-friendly substitutes without compromising on quality.

What is the significance of flagship stores in Uniqlo's strategy?

Uniqlo's flagship stores are designed to create a strong brand presence and attract customers through unique, impactful experiences. By focusing on prime locations and distinctive store designs, Uniqlo aims to differentiate itself from competitors and leave a lasting impression on shoppers, which is crucial for building brand loyalty and attracting new customers.

Chapters
探討傳統產業的未來趨勢,以優衣庫為例,說明品牌如何透過創造獨特的顧客體驗和存在感,來克服連鎖店發展的極限,並非單純追求規模擴張。
  • 優衣庫放棄大量展店模式,轉而專注於開設有意義的旗艦店。
  • 品牌存在感的重要性:留下深刻印象比追求數量更重要。
  • 電商發展的重要性不如品牌存在感。

Shownotes Transcript

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