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疯投圈

疯投圈

94 Episodes • By 黄海、Rio • crazy.capital
与你一起探索好玩的商业世界
Business
疯投圈
疯投圈
@rio
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94. 国潮退去，李宁应否固守「李宁」？
2008年北京奥运会的高光时刻把李宁公司直接送上了发展的快车道，但库存管理问题随之而来，年轻化营销战役也... more
Apr 1 2024 1h 5m
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93. 出海电商大杀四方
近来拼多多市值曾一度突破2000亿美元关口，短暂超越阿里巴巴成为美股市值最高的中概股。在国内电商渗透率几... more
Mar 22 2024 1h 18m
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92. 酒店逆势涨价的商业逻辑
在2023年低迷的宏观环境下，各项消费品价格持续走低、甚至呈现通缩的趋势。但也有例外——酒店间夜价格大幅... more
Mar 11 2024 1h 19m
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91. 日本游学考察见闻录
几年前探讨日本消费升级启示录时的一个想法到今年终于落地成为现实，疯投圈首期日本游学考察团吸引了众多朋友报... more
Feb 26 2024 1h 8m
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90. 奶茶争霸2024（下）
上期节目中我们重点分析了奶茶行业的后起之秀「霸王茶姬」，本期节目我们则重点围绕刚刚递表港交所的「蜜雪冰城... more
Feb 7 2024 59m
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89. 奶茶争霸2024（上）
相比「咖啡战争」中瑞幸、星巴克、库迪的短兵相接，奶茶市场更像战国时期群雄争霸，入局者众、战线绵长。近期最... more
Jan 31 2024 1h 6m
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88. 盒马的两难：既要「移山」、又要下沉
生鲜市场同时具备高损耗、低毛利、非标品三大特征，多年前「新零售」概念火热之际我们曾讨论过模式创新能否解决... more
Dec 25 2023 1h 7m
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87. 经济动能切换，普通人何去何从？
过去几年，中国经济发展的动能切换与各种意想不到的「黑天鹅」事件同时发生，期间的阵痛让几乎所有经济参与者或... more
Dec 14 2023 1h
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86. 健康红利引爆无糖茶与户外风潮
疯投圈第62期我们讨论过「健康饮食到底是真需求还是伪需求」。后疫情时代，健康消费成为名副其实的全民刚需。... more
Nov 22 2023 59m
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85. 体验型品牌如何跨越周期成长？
疯投圈73期《城市漫游、灵感与创造的故事》中我们和「三顿半」创始人吴骏聊了他创业十年的个人成长历程。这次... more
Nov 10 2023 1h 22m
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84. 逆风狂飙二十年——优衣库的启示
优衣库在日本经济「失去的三十年」中逆势增长：1990～2010年期间，营业额增加了150多倍，净利润更是... more
Oct 22 2023 1h 13m
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83. 心理健身：焦虑时代的新刚需
中国有近亿人处于心理亚健康状态，而传统的心理干预手段成本高昂，无法为大众提供普惠的心理健康服务。通过产品... more
Sep 24 2023 1h 19m
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82. 香奈儿涨价、特斯拉降价——消费品如何定价？
产品力决定竞争力，而价格是产品力最核心的因素之一。早年进入中国市场的海外品牌，通过远高于其本土市场的定价... more
Sep 6 2023 1h 14m
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81. 从互联网产品经理到消费品产品经理——访谈「躺岛」联合创始人Koji
移动互联网的高潮已成为过去式。许多人已经从这个行业离开，许多人还在默默坚持。无论是去是留，一个心照不宣的... more
Aug 22 2023 1h 8m
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80. 咖啡战争2023
时至今日，咖啡依然是中国增长最快的消费赛道之一。瑞幸咖啡用惊人的速度成为了全球最先开出一万家门店的咖啡品... more
Aug 6 2023 1h 7m
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79. 在不确定的时代思考投资的确定性
【直播预告：7月27日周四晚8点疯投圈视频号公开直播，我们邀请到「心念冥想」创始人宅宇一起探讨「疗愈经济... more
Jul 19 2023 1h 17m
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78. 创作者的小时代——聊聊小红书与视频号
【通告：疯投圈直播首秀暂定于6月29日周四晚8点在微信视频号内进行。本次直播首秀仅对会员开放，加入方式请... more
Jun 21 2023 1h 9m
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77. 卷王的大航海时代——中国企业出海新范式
过去几年间中国企业掀起了新一轮的出海浪潮，深度影响着全球商业竞争格局。东南亚是值得下重注的海外市场吗？以... more
May 14 2023 1h 10m
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76. 广度 vs 深度：产品战略的抉择
投资人最爱问创始人的问题之一是「从这个点切入之后，你的企业未来如何向外延伸？」这个问题背后隐含的假设是只... more
Apr 20 2023 1h 3m
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75. 黑天鹅盛行，实体商业如何管理风险？
往期节目中我们曾分别探讨过名创优品、文和友、喜茶、海底捞等消费品牌。本期节目我们以「直营 vs 加盟」为... more
Mar 20 2023 1h 7m
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74. 新消费背后的真趋势
本期节目我们一起回顾新消费浪潮的发展历程，从行业和流量的视角探讨新消费从边缘到疯狂再到沉寂背后的真正趋势... more
Feb 21 2023 1h 24m
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73. 三顿半吴骏：城市漫游、灵感与创造的故事
三顿半创始人吴骏作客疯投圈，与我们分享过去十几年的创业历程，以及那些散落在城市各处的信息碎片如何成为灵感... more
Jan 15 2023 1h 10m
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72. 从直播到商城：兴趣电商的迭代与演化
在第63期节目中我们曾经聊过，直播电商是当下中国电商行业增长的核心动力，而抖音是重要的驱动引擎。从202... more
Dec 30 2022 52m
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71. 每日优鲜落幕、山姆店崛起
2022年生鲜电商行业洗牌，「生鲜电商第一股」每日优鲜黯然离场。前置仓模式对人口密度要求较高，或许只能形... more
Dec 8 2022 1h 11m
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70. 从得物到阿那亚：再谈情感价值
上一次聊消费的情感价值引起不少听众共鸣。本期我们继续探讨消费中的情感属性，也是未来消费行业的重要发展方向... more
Nov 21 2022 1h 8m
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