三只松鼠又活过来了 episode artwork

EPISODE · Jul 10, 2025 · 16 MIN

三只松鼠又活过来了

from 虎嗅·商业有味道

2019年,三只松鼠在深交所上市,年营收达到120亿元,所有人都认为这将是未来持续增长周期的起点。但在接下来的四年里,三只松鼠陷入寒冬,2022年的净利润更是回到了2016年前的水平。直到2024年底,三只松鼠的年度业绩单上年营收重新回到120亿元。而这几年恰恰是休闲零食赛道格局剧变的时期。三只松鼠为了这次“回归”,都做出了哪些调整?它对品牌、战略与渠道布局,有着怎样的思考?它又如何在此前不重视的战场上,与试图模仿它路径的白牌激烈竞争?创始人章燎原,究竟想做一家怎样的企业?【时间轴】02:56 从什么都“做不了”的内部崩塌中,找到三只松鼠的症结所在08:27 平均年龄27.5岁的“Mini CEO”,成了支撑变革的主力军12:34 “三只松鼠要成为一家超级供应链公司”

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