零食不赚钱了!好特卖、赵一鸣集体卖菜,是自救还是盲赌? episode artwork

EPISODE · Jun 11, 2026 · 8 MIN

零食不赚钱了!好特卖、赵一鸣集体卖菜,是自救还是盲赌?

from AI 费电讯, 一份报告不同模型解读,用爱发电

曾经疯狂开店、遍地收割的量贩零食赛道,彻底摸到增长天花板!行业开店增速暴跌、闭店暴涨、单店营收下滑,内卷内耗严重。危急时刻,好特卖、赵一鸣、好想来、三只松鼠等头部零食品牌集体转型,跨界杀入生鲜赛道,开生鲜超市、上架果蔬肉粮,从卖零食转向卖三餐刚需。看似完美的第二增长曲线,实则暗藏重重难题:生鲜高损耗、重冷链、供应链极难把控,还要直面盒马、美团、京东的激烈竞争。本期深度拆解:零食巨头集体跨界卖菜,是绝境求生的正确出路,还是一场高风险豪赌?

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零食不赚钱了!好特卖、赵一鸣集体卖菜,是自救还是盲赌?

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