Recently, I participated in many activities, had in-depth exchanges with colleagues in the industry, and summed up five main points about the changes in current tourism modes to share with you.

The first change lies in the change of travel mode, and more people prefer free travel, small group and family travel. Compared with traditional OTA and e-commerce platforms, it tends to focus on short videos and pay attention to word-of-mouth communication. With the rapid rise of Tik Tok, it has put some pressure on Meituan and Ctrip.

Secondly, the travel radius is polarized. Short-distance travel mainly focuses on the range of half an hour to one hour, while long-distance travel covers Xinjiang, Qinghai, Tibet and other places, and even extends to foreign countries.

The third aspect focuses on two groups of tourists who have attracted much attention. One is family travel driven by the needs of parents and children, and the other is group tours or free travel for the elderly.

Fourthly, it involves the evolution of travel themes. Many traditional themes have been re-hyped this year. Outdoor, hiking and cycling are obviously popular, and the explosion of jackets is one of the manifestations.

Finally, the travel budget, air tickets generally rose by 50%, and the price increase at the resource end led to an increase in the overall travel cost. There were significant differences in class differentiation and consumption classification, and the middle class consumption was degraded. Travel colleagues need to adjust their business strategies and respond flexibly according to market trends to ensure their competitiveness in the current market environment.

Less than two years after becoming the darling of capital, the beauty collection store seems to have ushered in a collective retreat. Recently, it is reported that the beauty collection store brands THE COLORIST Colorist, WOW COLOR and Black Hole have all closed their stores to varying degrees in the near future, and some brands even reported that the proportion of closed stores was as high as one third. Although none of the above three brands have any formal response to this, the reporter from Nanduwan Finance Society learned from the insiders that since the beginning of this year, the three major beauty collection stores have indeed been related to store actions, but some of them were temporarily closed due to the epidemic, and some were permanently closed. At the moment when the epidemic situation is repeated, the beauty collection store is no longer considering scale expansion, but stopping losses in time and optimizing costs.

In addition, many beauty collection stores began to increase the proportion of skin care products, in order to counter the situation that the overall sales of cosmetics have slowed down since the epidemic. The beauty collection store, once thought to be a business model that can break the ceiling of a single-brand beauty store, seems to have reached a somewhat embarrassing situation in less than two years. After the industry "tide" fades, does the collective store model really work?

The early mode was too "heavy", and the store was closed in time to reduce the burden.

Compared with the blitzkrieg when the store opened in the second half of 2020, the closing behavior of beauty collection stores is more like a "quiet" protracted war. At the beginning of July, many consumers suddenly found that THE COLORIST had closed most of the stores in Beijing, and the only one left was in a state of suspension. In fact, in the past year or so, WOW COLOUR and Black Hole, two major collective store brands, have also closed a number of stores and withdrawn from some cities.

The reporter from Nandu Bay Finance Society learned from various brand owners and industry investors that the overall proportion of colorists who were told to close stores in a large area was around 10% ~ 15%. Affected by the epidemic prevention and control policy, Beijing is indeed a city with more closed stores, while others are closed to a small extent. On the whole, some closed stores were completely withdrawn due to the influence of the passenger flow in their shopping malls, but some closed stores were reopened after the local epidemic situation improved and the passenger flow resumed, and some closed stores were adjusted and upgraded.

In addition, according to franchisees, WOW COLOUR has actually been adjusting its store opening strategy since 2021. At present, dozens of stores have been closed, and there are still more than 100 stores that are still open. "It is mainly to close the shops that have problems in the return on investment due to the unsatisfactory site selection in the early stage. Some of them are closed by several shops that a franchisee is responsible for, and they will be closed together." The franchisee said that WOW COLOUR has now reduced the area of the main store to about 150-200 square meters, and is no longer blindly "seeking the big and the perfect" as before.

Black hole, which has a small shop base and focuses on "one city, one store", issued a notice to temporarily close five stores in early April this year, including Harbin, Chengdu, Hangzhou and Shanghai, and Chengdu Chunxi Road Store resumed business. Nanduwan Caishe reporter learned that some of the five closed stores were business adjustments, while others were permanently closed.

But at the same time, the black hole has recently landed new stores in Xi ‘an and Guangzhou. On the whole, the number of black hole stores maintains a relative dynamic balance. At present, there are 11 stores in official website, including 9 cities including Chengdu, Guangzhou, Harbin, Hohhot and Nanjing.

Some investors told Nanduwan Caishe reporter that since the beginning of this year, similar new consumer brands have closed their stores to a certain extent, in order to reduce costs and increase efficiency to the greatest extent, and stop the unprofitable stores in time, thus improving the overall resilience and risk resistance of the business. "Especially this kind of offline beauty collection store, in the early days, in order to pursue high face value, the decoration cost was very high, and it also pursued a large area, which became a common problem in the industry. Now it seems that it is not necessarily the right path."

BA return, the service is to increase the repurchase rate first.

As early as 2020, when the beauty collection store model was the hottest, almost all brands were overweight the layout of offline stores. At that time, the colorist set a goal of opening 500 new stores throughout the year, and WOW COLOUR set a goal of opening 600 stores throughout the year and breaking a thousand in the next year. Many brands are "enclosure" in the core business district of the core city regardless of cost. However, at present, most beauty collection stores have not achieved the original goal of opening stores.

Some investors said that the influencing factor that can’t be ignored at present is that the passenger flow of offline stores is almost halved, especially in the first-tier cities with serious epidemics. Because most of the collective stores are imported brands, the gross profit is not high. In such a big environment, it is particularly important to control the cost, so we can only stop the store in time or slow down. At the same time, in the early period of fierce competition, this model also buried hidden dangers. "In the early stage, in order to pay attention to the external appearance of the store, this led to the lack of’ internal strength’ in this rapidly expanding track, and did not run out of a good service model."

For the collective contraction of beauty collection stores, Wang Qinglin, a senior analyst of Ai Media Consulting, also said that in 2020, most beauty collection stores adopted an expansion strategy. Under this strategy, according to incomplete statistics, more than 80% of comprehensive shopping malls or business districts in large and medium-sized cities have at least one beauty collection store, which dilutes the coverage of single-room collection stores. At the same time, although the styles of beauty collection stores are not exactly the same, most of them adopt large-scale and warehouse layout mode. Too dense collection stores weaken the "online celebrity" scarcity attribute of the original beauty collection stores and reduce consumers’ curiosity about brand stores.

The superposition of various external factors leads to the collective store having to start to explore inward and change its management mode. Nanduwan Caishe reporter found that WOW COLOUR began to gradually abandon the most iconic "light BA (beauty shopping guide)" service model of the original collection store. According to the analysis of some brands, the target groups of collective stores are mostly young, and many of these consumers are still in a state of little knowledge about beauty. In fact, they need BA’s advice and services to help them find products that are more suitable for them. "Up to now, collective stores have begun to find that BA with professional knowledge can be the key to inciting business, which can better enhance customer stickiness and even be more conducive to the construction of a complete membership system."

In addition, collective stores began to pay more attention to the precipitation of private domain traffic, establish more channels for interaction with consumers, and shift more focus to the "service" link of stores. It is understood that the black hole, which has been focusing on big-name products, will hold offline salons, electronic music parties and other activities from time to time in combination with the characteristics of shops in various cities. In order to strengthen consumers’ genuine mind, an independent beauty testing laboratory has been built.

On the whole, a group of beauty shops seem to realize the "thunder" that this business model buried in the early stage of staking, and the actions such as pulling new products and expanding are no longer the key. How to ensure the product strength while maximizing the repurchase rate of consumers and leaving high-value users in limited resources is the focus they need to think about in the next stage.

Increase the proportion of skin care products to increase profits

For this reason, beauty collection stores began to adjust the category structure and increase the proportion of skin care products. Nanduwan Caishe learned from the brand merchants who have cooperated with the colorist that the stores are not only changing new brands, but also generally increasing the proportion of skin care products for stores located in community-based commercial bodies. Because there are many skin care brands in comprehensive large-scale commercial bodies and most of them are international brands, the competitiveness of the stores located in them in the skin care sector will be relatively weak, while the community-based commercial bodies are just the opposite. Therefore, in the eyes of brand owners, colorists can compete differently by adding skin care products to community-based commercial sports stores.

On the other hand, the positioning of WOW COLOUR has gradually changed from the early emphasis on "make-up" to more emphasis on "beauty", and the proportion of skin care categories in stores has increased to 30%. Some insiders told the reporter of Nanduwan Caishe that as early as the end of 2020, the brands of major beauty collection stores began to realize that the skin care products track will usher in higher growth. For collection stores, skin care products are an important part of enhancing the integrity of consumer experience.

According to the relevant data obtained by the reporter of Nanduwan Caishe, from the perspective of cosmetics and Tmall sales since 2020, the sales growth rate of the whole industry has shown a sharp downward trend since the first quarter of 2021. According to the "Beauty and Commercial Industry Tracking Report" issued by CITIC Securities, the total retail sales of Taobao cosmetics in March and April 2022 decreased by 20.3% and 22.5% year-on-year, of which cosmetics decreased by 24.8% and 35.1% respectively. At the same time, the data represented by Tmall makeup and skin care show that the growth rate of skin care products has been much faster than makeup since 2020, and it was not until the first quarter of 2022 that there was a slight overtaking phenomenon.

In fact, whether it is a beauty collection store or a single brand, in the past year, it has become an industry consensus to increase investment in skin care tracks. Take the perfect diary of domestic beauty head brand as an example. In the first quarter of this year, the financial report revealed that the total revenue of skin care brands increased by 68.5% year-on-year to about 180 million yuan, and the proportion of total revenue increased significantly from 7.5% last year to 20.5%. Huang Jinfeng, the founder, chairman and CEO of Yixian E-commerce, once stressed at an internal meeting that the strategic significance of skin care business is to help the company achieve profitability and drive the company’s next stage of growth, which is driven by real brand power and product power.

Generally speaking, the model of beauty collection shop has not reached the end of the road, but it is indeed experiencing a painful period in the industry. Wang Qinglin believes that in the past few years, collective stores have developed too fast and the degree of homogenization is too high, and the industry has quickly entered a relatively saturated state. Coupled with the impact of the epidemic on offline and the rise of live e-commerce, it is promoting the self-adjustment, iteration and elimination of the beauty collection store industry. However, after a period of adjustment, it is expected that some brands that can further explore and enlarge their own advantages and find new profitability will have new room for growth.

Written by Xu Bingqian, reporter of Nandu Bay Finance Society

Cao Moumou, a male, male, born in 1995 ** 被 被 被, citizenship number: 4290041995 **********, Han nationality, junior high school culture, before the incident, online car driver, household registration in Hubei Group of Xian Tao City ** Village, temporarily lived in Room **, ** Road ** Road ** of Yangpu District, Shanghai. On March 31, 2021, the Chongming Branch of the Shanghai Public Security Bureau was criminally detained in accordance with the law for suspected traffic accidents.

The case was ended by the investigation of the Chongming Branch of the Shanghai Public Security Bureau and was transferred to the court on January 17, 2022 to the court for review and prosecution by the non -prosecutor Cao Moumou. After the acceptance of this court, the next day, it was informed that the non -prosecutor had the right to entrust the defender and the legal consequences that the penalty could be caused. The close relatives of the victim had the right to entrust the lawsuit to the lawsuit, and questioned the non -prosecutor in accordance with the law and listened to it. The opinions of the victim’s family reviewed all case materials.

After review by law:

At 5:35 on March 31, 2021, the brand that was not leased by Cao Moumou was Shanghai AF **** small sedan.时，因其驾驶机动车未靠道路右侧通行且违反文明驾驶规定而分别与对方向在道路东侧由南向北被害人沈某甲骑驶的号牌为上海67****电动自行车及The victim Huang Moumou’s number plate was a collision of Shanghai 38 **** electric bicycles, causing damage to the vehicle, Huang Moumou’s injury, Shen Moujia died on the spot. After determining the accident of the traffic police detachment of the Chongming Branch of the Shanghai Public Security Bureau, Cao Moumou’s total responsibility for the accident, Shen Moujia and Huang Moumou did not bear the responsibility of the accident.

After the accident, Cao Moumou’s initiative to report to the police, waiting for the scene and actively rescued the wounded. After the case, the above -mentioned criminal facts were truthfully confessed. A few days ago, the victim Huang Moumou had received Cao Moumou’s compensation RMB 55,000 (the following currencies are RMB); 38.6668 million yuan and Cao Moumou compensated 49,000 yuan (the remaining 60,000 yuan has been negotiated with Cao Moumou and the victim Shen Moujia’s family membership payment). Cao Moumou has been understood in writing by the above -mentioned victims and family members of the victims.

The evidence of identifying the above facts is as follows:

1. The one -click search for super search information, ID card copy, and criminal suspect’s illegal crime information verification form from the Shanghai Public Security Bureau confirmed that the non -prosecutor Cao Moumou had reached legal and completely criminal responsibility age when he committed the crime. Identity information and no prevalence.

2. The Shanghai Public Security Bureau’s case (event) issued by the public security organs receiving a report, the registration form, the case of the case, the 110 incident registration form, and the call for details. A traffic accident occurred near the Panlong Highway and the intersection of the construction of the North Road and the electric bicycle. Cao Moumou, who was not prosecuted, took the initiative to call the police, waited for the scene and truthfully confessed the above criminal facts.

3. The results of the test form of the drug driving (urine test) and the exhalation alcohol tester confirmed that Cao Moumou was not toxic and drunk driving.

4. Driving license information, motor vehicle driving license, photocopy of driver’s license, vehicle detailed information, motor vehicle traffic accident liability for compulsory insurance policy, commercial insurance policy, Shanghai taxi operating license confirmed, Cao Moumou’s driving license and rental car Related conditions such as the driving card is complete.

5. Shanghai Public Security Bureau’s population business inquiry management system information, ID card copy, a copy of the temporary resident ID card, and basic information of the vehicle have confirmed that the victim Shen Moujia, Huang Moumou’s identity information and two electric bicycles are related.

6. The first aid case, the medical certificate of the resident death, the guarantee, the cremation of the remains, the thermalization certificate of the body of the residents, and the thermalization of the body, and the Judicial Appraisal Opinions of the Judicial Appraisal Center of the Shanghai Medical College of Fudan University confirmed that on March 31, 2021, the victim Shen Moujia was on the spot due to a traffic accident on the spot. Death, the cause of death is in line with road traffic accidents, causing injuries to the whole body. In addition, ethanol composition was found in the blood.

7. Notice of injury testing and the outpatient medical records of the Chongming Branch of Xinhua Hospital affiliated to Shanghai Jiaotong University School of Medicine confirmed that the victim Huang Moumou had eyeballs due to the accident.

8. Household registration copy, copy of ID cards, civil judgments, civil jets, civil mediation letters, receipt, understanding, and Didi company transfer vouchers confirmed that Cao Moumou has conducted with the victim Shen Moujia’s family on the economic compensation of the accident. Civil litigation and later reached a mediation agreement. A few days ago, the victim Shen Moujia had received a compensation of 1.182 million yuan in insurance companies, 386.668 million yuan paid by Didi Company and 49,000 yuan for Cao Moumou. Payment). The family members of the victims have been understood by Cao Moumou.

9. Transportation accident understanding, people’s mediation agreement, and road traffic accident economic compensation voucher confirmed that it has been compensated by the victim Huang Moumou for the victim of the victim, and was written in writing.

10. The "Road Traffic Accident Confix" issued by the Transportation Police Detachment of the Shanghai Public Security Bureau and the situation of Shen Moujia’s electric bicycle after being drunk, which is confirmed by the situation of the responsibility of the accident. Cao Moumou’s responsibility for the accident; Shen Moujia drunk riding electric bicycles does not work on traffic accidents and the consequences of damage. The two victims had no fault in the accident. Responsibility for the accident.

11. Shanghai Fenglin Judicial Appraisal Co., Ltd.’s judicial appraisal opinions confirmed that the safety technical status of the car involved in the case is in line with the relevant provisions of GB7258-2017 "Technical Conditions for Motor Vehicle Operation Safety"; the safety technical status of the two electric bicycles involved in the case meets GB17761-2018 " The requirements of the Safety Technical Specifications of Electric Bicycles; at the time of the accident, the license plate is "Shanghai 67 ****" electric bicycle carried by people to carry people’s traffic behavior. A collision of electric bicycles can be established.

12. On -site pictures of road traffic accidents, surveys of road traffic accidents, photos, photos, CD -ROM confirmations, car accidents and other related situations.

13. The statement of the victim Huang Moumou confirmed that at 5:35 on March 31, 2021, when the electric bicycle was driving along the east side of the Pinglong Highway from south to north to the south side of the south side of the river bridge, about 200 meters, It was suitable for a sedan to drive quickly from the middle to southeast along the middle road to the southeast, and it avoided it westward. Later, it felt like a electric bicycle or a car colliding.

14. Witnesses Shen Mou’s testimony confirmed that it was the son of Shen Moujia. On March 31, 2021, Shen Moujia drove an electric bicycle and collided with a small sedan on the way along the Pinglong Highway. His mother said that Shen Moujia went to the construction site from his home when he was at the time of the incident.

15. The confirmation of the confession of the non -prosecutor Cao Moumou was confirmed that at 5:35 on March 31, 2021, the driving number was Shanghai AF **** small sedan, and it was driving north to south along the Dragon Highway in this area to the south to the shoulder. The road milestone hit two electric bicycles at 6.7 kilometers, resulting in related facts such as one death and one injury.

The court believes that Cao Moumou, who was not prosecuted, implemented the behavior stipulated in Article 133 of the Criminal Law of the People’s Republic of China, but the circumstances of the crime were mild. And its close relatives made financial compensation and obtained written understanding, according to the provisions of Article 67, paragraph 1 and 37 of the Criminal Law of the People’s Republic of China, can be exempted from criminal punishment. According to the provisions of Article 177 of the Criminal Procedure Law of the People’s Republic of China, it was decided not to prosecute Cao Moumou.

Three seized CD -ROM returned to the Chongming Branch of the Shanghai Public Security Bureau.

If the non -prosecutor’s decision, if he does not accept the decision, he can appeal to the court within seven days after receiving the decision.

If the victim’s close relatives do not accept the decision, they can appeal to the Second Branch of the Shanghai People’s Procuratorate within seven days after receiving this decision, and ask for a public prosecution; they can also filed a self -prosecution directly to the Shanghai Chongming District People’s Court of Shanghai.