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Looking back at 2023, many brands and companies we are familiar with have said goodbye to us.
01 Once-exquisite snacks and snacksHave you ever eaten a snack from Tiger Head Bureau?
In 2019, Hutou opened its first store in Changsha. It's not uncommon to stand in line for an hour or two during rush hour.
In 2021, it was announced that it had received $50 million in Series A financing, which was in the limelight at all.
So Hutou Bureau took advantage of the situation to expand, starting from Changsha, all the way to Shanghai, and vowed to open more stores across the country, and must open in the core commercial body of the core city.
Then in April 2023, the news came out again from the Tiger Head Bureau, which was already the news of a comprehensive collapse of employees, ** businessmen defending their rights and collecting debts online.
Now, with its exquisitely packaged stores and dim sum, Hutou Bureau has withdrawn from the shops and counters of high-end shopping malls and disappeared into the sea of people.
What has to fight with the Tiger Head Bureau is Zhong Xuegao.
Zhongxue was registered in 2018 and is positioned for the rise of a new generation of consumer middle class.
Within 16 months of its establishment, Zhongxuegao's revenue exceeded 100 million yuan, and then until 2022, its annual turnover has maintained a 300% growth rate, and in only 4 years, Zhongxuegao has become the fifth largest company in China's ice cream track.
But by the summer of 2023, even if the "Ice Cream Assassin" puts down its body and launches a single price of 35 yuan of the sub-brand SA'SAA has not been able to stop the decline of being abandoned.
The so-called new generation of middle-class consumers are rushing to cheaper ice products without looking back.
Even if Zhong Xuegao also started the "explosive big **" ice cream from the original price of more than a dozen yuan to a few yuan, it could not be sold, and it was finally cleared out of the freezer by countless mom-and-pop stores and convenience stores.
02 Huajia, Sanskrit, La ChapelleMei JimGymboree.
In addition to Hutou Bureau and Zhong Xuegao, everyone is familiar with Huajia, Sanskrit, and La Chapelle.
These brands, without exception, are targeting the once rising middle class who are willing to pay for a better life experience.
For example, the first users of Huajia were executives from banks and Internet companies. In 2017, the revenue was as high as 800 million.
And now Huajia is infinitely close to the loser . As a legal person, Wang Ke was frozen in the last few million cash on his account, and users, businessmen and employees came to the door to ask for wages and debts, and he was restricted from spending. And Sanskrit Yoga is also positioned at the high-end. If there is no member discount, a class of Sanskrit Yoga is as high as about 700-800 yuan, known as Hermes in the yoga world.
At that time, almost every member felt that "it was worth the money." And it is a metropolis like Beijing, but it has stood for nearly 21 years and has 82 directly operated stores across the country. But starting in February 2023, Fanyin Yoga announced the closure of stores nationwide.
The picture below shows the store with the closed gate in Hangzhou.
If it is understandable that these flowers, which are only responsible for providing emotional experience value, are the first to wither, then La Chapelle's wave of store closures, as well as the closure or disappearance of businesses related to children, cars, and houses, are even more heralds the dawn of the era of low prices.
La Chapelle was the champion six years ago, ranking third in the country in terms of market share in 2017, accounting for 5%.
Since the top two brands in La Chapelle are all international brands, it actually ranks first among domestic clothing brands and has the name of China's first share.
At that time, many women who were just starting out in the workforce mentioned that La Chapelle was their first formal outfit.
But when the slap of the times comes over, even if the aura of the past is flourishing, it is impossible to escape the fate of being slapped in the face. Just this past December 26, La Chapelle issued an announcement, announcing that it would enter the bankruptcy reorganization procedure, and the relevant assets would be auctioned in accordance with the law.
Along with La Chapelle, there are also former pedestrian street giants such as Meterse Bonwe and Baleno, all of which have become the tears of the times and disappeared from the sight of consumers.
If you say that snacks and flowers can be quit, clothes and daily necessities can also be replaced. But if something goes wrong with a company related to a child, a car, or a house, it's more than anything else. Unfortunately, such a thing still happened. In 2016, when the two-child policy was introduced, the early education industry used to be fragrant. But the industry is now an investment minefield. In 2022, the head of early education institutions, Gymboree, announced the suspension of operations, and Nanata Shin closed 11 stores in the Beijing areaIn July 2023, Meijim, the first stock of early childhood education, which focuses on high customer orders, was exposed to arrears of employee salaries and closed classes, so that students' parents had no way to ask for tuition fees.
In October 2023, WM car owners suddenly found that the smart car they bought in a hurry became a mentally retarded car - the Bluetooth key of the mobile phone and the remote control function could not be used due to abnormal network.
There are also a large number of victim car owners who have nowhere to after-sales, such as driving a scratch and going through the insurance process, but because the parts that need to be replaced are always out of stock, they have not been replaced.
This new car-making company, which once stood at the forefront of the trend, officially filed for bankruptcy reorganization. Also suffering is Reading Motors, which was founded in 2008, was once the domestic old man music overlord, and the new energy transformation failed, and in May 2023, the court announcement showed that Reading Motors had filed for bankruptcy. The joint venture car will inevitably be eliminated, and GAC Acura, the former Japanese luxury brand GAC Acura, will sell only 5,762 vehicles in 2021. In 2023, GAC Acura will withdraw from the market. What's even more worrying is that the house that entrusts the foundation of ordinary people's happy life is unfinished. This year, Country Garden, Evergrande, Tahoe, Sunac and other once famous developers have all exploded - no matter how loud their names are, they are no longer synonymous with stability and trust, and they have also made the hearts of countless ordinary buyers fall into anxiety and despair. 03 An uncertain future The certainty of the common manThere may be a variety of different reasons for these disappearing companies, but there is one common reason: the disappearance of the customer base - the disappearance of the middle class.
In fact, a large part of the rise of the domestic middle class comes from the above-mentioned industries.
A large amount of money flows from investment institutions to tuyere industries and enterprises, so a large number of start-ups take advantage of the situation. New giants have emerged, competing for talent, raising salaries, and giving ordinary people the opportunity to jump.
This round after round of opportunities, from the Internet, real estate, finance, to education and training, the game industry, and now new energy, chips, and AI, while creating batches of unicorns, technology upstarts, and enterprises of the times, has created batches of middle-class groups.
Until the Compo cycle entered a downward phase, the epidemic arrived and the world situation suddenly deteriorated. The wind has fallen, the industry is **, and the middle class between the ages of 35 and 45 has become the hardest hit group of unemployed.
And on their bodies, the three mountains of children, houses, and cars are getting heavier and heavier, and maybe any incident can become the last straw that breaks the camel's back.
And the college students who have just graduated are unemployed after graduation, and the beautiful life has not had time to unfold their imagination, just like the stamens that have not yet unfolded, they are frozen off the buds in the cold winter.
The life path of "studying hard - finding a job - promoting to retirement well" suddenly collapsed.
And all the previous education was only prepared for this road.
If this path fails, how to make a living becomes a problem – this is a big reason why most people feel uncertainty.
And if you have the ability to make money independently, regardless of any conditions, then it is just a matter of changing places and products and starting again.
Therefore, the ability to make money independently is the greatest certainty that an individual can fight against the times.
is like Luo Yuzhu and Chen Jianghe in "Chicken Feathers Fly to the Sky", even if there is nothing and is forced into a desperate situation, as long as there are still people, they can always turn over.
What's more, today, with the blessing of technology, it is easiest for individuals to possess the means of production, and a one-person company is the most friendly gift for individuals in the times.
Just like the nearly 50 friends on Uncle Qi's platform, through the help of copying and handling, they have achieved their own products, services, models and systems, consolidated their personal IP identity, and achieved an average annual income target of 30-1 million.
One by one, they have no anxiety, only certainty and confidence.
As 2024 approaches, create your own one-man company and use your independent earning power to achieve maximum certainty in uncertain times.