FORWARDLIKEHELL Telegram 2816
关于缩没缩的问题,宏观面不好讲,但近期确实是,体感物价在跌。

特别是快消品,标价或许还坚挺着,但只要稍微动动手指,就能找到一堆 deal,特别明显。

比如从元气森林时代开始,新品无糖饮料都是 5 块一瓶,今年百事新出的生可乐,deal 干到 2 块多一瓶;
Calbee 的 Jagabee 薯条,以前一般是 20 左右一盒,最低 15 且很难碰到,近期 13 块,乐事旗下的,动不动就发券直接干到半价;
牛奶,以前看到 23 块买 2L 觉得便宜,现在新鲜牧场单瓶 11 块,已经是定番了;
就连西瓜,去年初上市 8 块一斤,今年上来没几天就是 5 块了;
Nike、Adidas 什么的,以前是商场没什么折扣,淘宝经销商有折扣但码数少,很多单品还要炒。今年炒不上价了,商场有折扣了,经销商码数全了。

相比之下,原装进口的东西全在涨。
Oral-B 的牙刷头,从 25 左右一个干到了 50;
当年预购典藏版 BotW 我记得是 700,这次 TotK 直接全款 1550;
以前买 TNF JP,冲锋衣一般千元出头,今年千元只能衬衫、裤子,外套全是 2000 起;

服务业的体感会比较复杂,一方面涉及的因素多了,另一方面过去几年也存在降质保价的情况,真正体感比较明显的,除了海底捞疯狂涨价,其他的好像都没怎么变。



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关于缩没缩的问题,宏观面不好讲,但近期确实是,体感物价在跌。

特别是快消品,标价或许还坚挺着,但只要稍微动动手指,就能找到一堆 deal,特别明显。

比如从元气森林时代开始,新品无糖饮料都是 5 块一瓶,今年百事新出的生可乐,deal 干到 2 块多一瓶;
Calbee 的 Jagabee 薯条,以前一般是 20 左右一盒,最低 15 且很难碰到,近期 13 块,乐事旗下的,动不动就发券直接干到半价;
牛奶,以前看到 23 块买 2L 觉得便宜,现在新鲜牧场单瓶 11 块,已经是定番了;
就连西瓜,去年初上市 8 块一斤,今年上来没几天就是 5 块了;
Nike、Adidas 什么的,以前是商场没什么折扣,淘宝经销商有折扣但码数少,很多单品还要炒。今年炒不上价了,商场有折扣了,经销商码数全了。

相比之下,原装进口的东西全在涨。
Oral-B 的牙刷头,从 25 左右一个干到了 50;
当年预购典藏版 BotW 我记得是 700,这次 TotK 直接全款 1550;
以前买 TNF JP,冲锋衣一般千元出头,今年千元只能衬衫、裤子,外套全是 2000 起;

服务业的体感会比较复杂,一方面涉及的因素多了,另一方面过去几年也存在降质保价的情况,真正体感比较明显的,除了海底捞疯狂涨价,其他的好像都没怎么变。

BY 小破不入渠🌏


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