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钟薛高落水,雪糕刺客时代结束了?

数见消费 2024-03-26
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近日,钟薛高及其创始人被限制消费的新闻在网上传得沸沸扬扬。一时间,关于钟薛高的负面新闻像雪花铺天盖地落下,大众对这个品牌的好奇心也被引爆。


钟薛高是不是凉了?


钟薛高销量一落千丈


2018年,钟薛高凭借一款售价高达66元的雪糕,一举成为天猫冰品类销售第一。2019年,钟薛高全渠道销售GMV过亿元;2020年上半年,钟薛高在淘宝、天猫销售额合计达1.28亿元,销量90.5万单,均价高达141.82元;2021年,又成为天猫、京东两大平台S级活动的冰品类目销冠王。


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然而时至今日,曾经在各大平台上的大热品牌,销售额正在极限跳水。这一点在抖音平台尤为明显。


对比2022年与2023年冰淇淋销售高峰期数据可发现,钟薛高销量及销售额双双下滑。到了今年,钟薛高抖音直播带货以低价产品为主,1-3月销量最高的是139元24支装的雪糕大礼包,单支价格不到6元;甚至还卖起了15片85元的临期商品。2月仅卖出539件商品,销量一落千丈。


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雪糕刺客们的境况不尽相同

眼看钟薛高落水,曾经同被称为“雪糕刺客”的品牌们,如今境况却各不相同。


历来以价格贵出名的哈根达斯,这两年在抖音的销售情况也不容乐观,2023年销售额同比下降57%,钟薛高则下降73%。相反,中街1946店铺销售额却同比上涨2107%,獭祭冰淇淋销售额同比上涨5867%。但观察发现,中街1946在2023年直播带货的商品价格区间多为单支5-20元区间的商品,大多数单品已然脱离“刺客”范畴。


从大批网红品牌主推低价产品可见如今的消费风向,平价的商品似乎更好卖。


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亡羊补牢,为时已晚


2022年,“雪糕刺客”在网上引起轩然大波后,钟薛高被当成炮灰,吸引了大量的火力。随着负面舆论的发酵,钟薛高很快就从高价“网红”跌入了泥潭。


数据显示,2022年,钟薛高总销量年复合增长率约为50%,远不及此前三年超100%的表现。


主要问题还是出在产品价格上。一项调查数据显示,消费者对雪糕的单价预期多数集中在3-5元,占比为 37%;能接受10-20元单价的人群占16.3%;20 元以上接受度仅为1.8%。


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于是,意识到定价问题的钟薛高为了自救,在2023年卖起了3.5一支的冰淇淋,但为时已晚。一向标榜品牌的高端定位,不得已向市场低头后,发现消费者依然不买账——2023年钟薛高区域终端销量同比大降70%~80%。


在“2024全国经销商大会”上钟薛高宣布了减产计划,“2024年就做3个亿的生意”,这与2021年达成的8亿元营收相比,已经大幅缩减。


雪糕市场大洗牌,钟薛高消失


这几年众多网红品牌与雪糕老品牌的较量渐渐落下帷幕。


2022年,伊利品牌一骑绝尘,以27.7%的市场占有率位列第一;和路雪及蒙牛紧随其后,分别占比11.6%、11.1%;而网红品牌代表钟薛高在面对突如其来的“刺客”风波后,还是做到了排名第6,市占率2.1%,但今年的重大变故也许将成为压垮骆驼的最后一根稻草。


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在抖音上,曾经风光无限的钟薛高从2021年登顶之后,节节败退。2022年销售额伊利反超,排到第二名;2023年就已经掉到了第7名,尽显颓势;到了2024年,销售额排行榜TOP10已然不见钟薛高的身影,第一名被伊利旗下的徐某某品牌占领。


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目前看来,钟薛高的没落似乎已成定局,雪糕市场也正在经历重新洗牌。夏天降至,今年还会有新的“钟薛高”诞生吗?

关联公司: 暂无
标签: 雪糕刺客 热点 爆款 电商
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