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打不过元气森林 好望水押宝康普茶

王晴 2026-06-18 22:07
王晴 2026/06/18 22:07

邦小白快读

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本文介绍了新锐饮料品牌好望水的发展历程、产品现状与最新突围布局,核心干货如下:

1.好望水从烤串店自有饮品起步,在元气森林创始人建议下独立成品牌,靠主打解腻的望山楂打开市场,之后推出主打养生的薏米水,目前薏米水销量已经突破1亿瓶,和望山楂贡献的营收基本持平。

2.好望水目前发展遇到瓶颈:望山楂在县域市场因为单价高、容量小、玻璃瓶运输存储成本高,缺乏竞争力;薏米水市占率仅次于元气森林,没有定价权,渠道沉淀不足,线下动销慢,利润低,销量增速已经放缓。

3.好望水今年3月推出新品康普茶,瞄准暂时没有头部品牌的康普茶小众赛道,计划打造为下一个销量过亿的爆品,测试自身复刻爆款的能力,目前已经开始铺设线下渠道,不过仍面临心智教育成本高、巨头可能入场等挑战。

本文梳理了好望水的品牌发展路径与现存问题,为饮料品牌的产品布局、渠道运营提供了参考干货,核心内容如下:

1.产品与赛道布局思路:好望水在成熟赛道遭遇头部挤压后,转向尚未出现头部品牌的小众康普茶赛道,目标抢占垂直品类第一,这种方式可以避开和头部品牌的直接竞争,降低初期突围难度。同时新品复用原有爆品的工艺、场景、渠道资源,能有效降低研发和渠道成本。

2.值得警惕的品牌运营问题:望山楂因为定位中高端、采用玻璃瓶包装,下沉市场渗透率很低;薏米水虽然做到品类第二,但没有定价权,消费者心智没有和同类无糖茶做区分,渠道沉淀不足,导致利润微薄、增速放缓。

3.行业趋势参考:健康饮品是当前饮料市场的核心增长方向,中式养生水目前还处于市场培育期,完成大众普及预计需要5-10年,品牌布局需要做好长期投入的准备。

本文梳理了即饮饮料赛道的市场现状、不同产品的动销情况,给饮料经销卖家提供了机会与风险参考,核心内容如下:

1.市场机会方面:当前健康饮料是核心增长趋势,无糖茶已经达到千亿市场规模,中式养生水预计2028年突破百亿,仍处于爆发增长阶段;康普茶目前属于小众蓝海赛道,竞争格局分散,还没有头部品牌,增长潜力较大,好望水新推的康普茶目前线下渠道反馈良好,正在逐步拓展多家连锁终端。

2.选品风险提示:不同区域不同渠道动销差异大,望山楂在一二线城市餐饮渠道动销良好,但在县域市场因为价格偏高、容量偏小,竞争力远不如大瓶平价饮料;薏米水线下动销很慢,很容易压货,且因为没有定价权,利润空间非常有限。

3.需要注意的行业变化:现在不少渠道平台都推出了自有品牌的同品类饮料,会优先上架头部品牌做比价,第三方非头部品牌的市场空间会被进一步挤压,选品时要优先关注赛道占位。

本文介绍了当前即饮饮料市场的产品需求变化与新锐品牌的布局,给饮料生产工厂带来多方面启示,核心干货如下:

1.产品生产设计的需求方向:当前消费者对饮料的健康属性要求越来越高,无糖、草本养生、发酵型饮品的需求持续增长,工厂可以提前布局相关原料产能;包装方面,玻璃瓶相较于罐装存在存储运输风险高、成本高的劣势,但高端细分佐餐场景仍有需求;定价和容量设计需要匹配不同市场,一二线市场可做中高端小容量,县域市场消费者更偏好量大实惠的产品。

2.商业机会:当前小众细分赛道兴起,康普茶等新品类逐步起步,好望水已经因为康普茶销量反馈好追加了生产线,未来随着更多品牌布局小众赛道,代加工产能需求会逐步提升,工厂可以提前对接相关品牌需求。

3.能力建设启示:新锐品牌要求快速迭代产品,早期好望水能做到30天内完成从用户反馈到研发调整的全流程,工厂需要提升快速响应的能力,才能更好适配新品牌的需求。

本文梳理了新锐饮料品牌发展过程中的痛点与行业发展趋势,给饮料行业相关服务商提供了参考干货,核心内容如下:

1.行业发展趋势:当前国内即饮饮料市场的增长核心动力是健康化,赛道细分程度不断提升,头部品牌已经占据了大众成熟赛道,新锐品牌纷纷转向尚未有头部占位的小众垂直赛道,以此实现突围,细分赛道的品牌布局需求在不断增长。

2.品牌客户的核心痛点:当前新锐饮料品牌普遍存在三大核心痛点,一是线下渠道沉淀不足,在连锁便利店、下沉市场的铺市率远低于头部品牌,很难获得优质渠道资源;二是新品类的消费者心智培育难度大,教育成本高,用户很难将自有产品和同类竞品形成差异化认知;三是赛道非头部品牌没有定价权,利润空间被头部品牌严重压缩。

3.服务商的可发力方向:可以针对新锐品牌的这些痛点,开发针对性的服务产品,比如下沉市场渠道拓展服务、新品类心智营销服务,帮助新锐品牌降低拓市和教育成本,抓住细分赛道增长红利。

本文披露了当前饮料品牌发展和终端动销的实际情况,给各类销售平台的饮料品类招商、运营提供了参考,核心内容如下:

1.不同品类饮料的动销特点可以指导平台备货:主打解腻的气泡果汁适配一二线城市餐饮渠道,动销表现好;草本养生饮料的受众偏窄,线下动销慢,只有少量固定养生客群购买,很容易压货;无糖茶的消费者认知已经成熟,动销速度远快于草本养生饮料,运营压货风险更低。

2.品牌端对平台的核心需求:新锐饮料品牌最大的需求就是进入优质线下连锁终端渠道,头部品牌已经完成布局的核心渠道,新锐品牌很难进入,平台可以针对这一需求挖掘合作机会。

3.平台运营的注意事项:平台布局自有饮料产品时,会挤压第三方非头部品牌的市场空间;平台可以抓住小众细分赛道的增长趋势,针对性引入康普茶这类新品类丰富品类结构,同时要控制小众新品的备货量,避免因为动销慢带来库存压力。

本文详细记录了新锐即饮饮料品牌好望水的发展历程与突围尝试,反映了国内新消费饮品产业的最新发展状态,对产业研究有较高的资料价值,核心内容如下:

1.产业发展新动向:当前新锐饮料品牌的突围逻辑发生变化,不再扎堆竞争激烈的大众成熟赛道,转而选择没有头部品牌的小众垂直赛道,抢先占位做品类第一,以此避开头部品牌的直接竞争;健康化是产业的核心发展方向,饮品概念从无糖到草本养生再到发酵茶饮不断升级,契合消费者需求变化。

2.产业发展面临的新问题:多数新锐饮料品牌都是靠偶然爆品起家,目前普遍缺乏标准化的爆款孵化方法论,无法稳定持续推出爆品;细分赛道的非头部品牌没有定价权,渠道资源也远落后于头部,利润空间被压缩,增长很快碰到瓶颈;新品类的消费者教育周期长达5-10年,多数品牌难以支撑到市场成熟。

3.商业模式研究观察:从餐饮场景切入打磨产品,再扩展到全渠道的模式,对初代爆品的孵化效果较好,但当品牌餐饮渠道占比下降后,这套模式对新品的有效性还需要市场进一步验证。

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Quick Summary

This article introduces the development journey, current product portfolio, and latest strategic moves of emerging Chinese beverage brand Hope Water. Key takeaways are as follows:

1. Starting as an in-house beverage for a kebab restaurant chain, Hope Water became an independent brand on the suggestion of the founder of Genki Forest. It first broke into the market with its star product Wang Shanzha, a hawthorn drink positioned for cutting grease from heavy meals. It later launched a coix seed drink targeting the health and wellness trend, which has now sold over 100 million bottles and contributes roughly the same amount of revenue as Wang Shanzha.

2. Hope Water is currently facing growth bottlenecks: Wang Shanzha lacks competitiveness in county-level markets due to its high price point, small bottle size, and high transportation and storage costs for its glass packaging. Although Hope Water's coix seed drink ranks second in market share only behind Genki Forest, it has no pricing power, lacks deep channel penetration, suffers from slow in-store sales, has low margins, and has seen its sales growth slow.

3. In March this year, Hope Water launched a new kombucha product, targeting the niche kombucha segment that has not yet been dominated by any leading brand. The company aims to turn it into another 100 million-bottle hit product to test its ability to replicate past success. The new product has already started rolling out to offline channels, but it still faces challenges including high consumer education costs and the risk of major established players entering the segment.

This article梳理 is wrong, this article sorts out Hope Water's brand development path and existing challenges, offering actionable insights for product positioning and channel operation for other beverage brands. Key takeaways are as follows:

1. Product and category positioning strategy: After facing pressure from leading players in mainstream categories, Hope Water pivoted to the niche kombucha segment, which has not yet produced a clear market leader, with the goal of claiming the top position in this vertical category. This approach allows emerging brands to avoid direct competition with industry giants and lowers the barrier to initial growth. Additionally, the new product leverages existing production technology, consumption scenarios, and channel resources from previous hit products, effectively cutting R&D and distribution costs.

2. Common brand operation pitfalls to avoid: Wang Shanzha's positioning as a mid-to-high-end product with glass packaging has resulted in very low penetration in下沉 markets. Although Hope Water's coix seed drink has captured the second position in its category, it lacks pricing power, has not built differentiated consumer perception from other unsweetened teas, and has insufficient channel penetration, leading to thin margins and slowing growth.

3. Industry trend takeaway: Healthy beverages are the core growth driver of today's beverage market. Chinese-style herbal wellness beverages are still in the market cultivation stage, and it is expected to take 5 to 10 years to achieve mass popularization. Brands planning to enter this space need to prepare for long-term investment.

This article sorts out the current market status and in-store sales performance of different ready-to-drink beverage categories, offering insights on opportunities and risks for beverage distributors. Key takeaways are as follows:

1. Market opportunities: Healthy beverages are the core growth trend today. The unsweetened tea market has already reached 100 billion yuan in size, and the Chinese herbal wellness beverage segment is expected to exceed 10 billion yuan by 2028, still in a phase of rapid growth. Kombucha is currently a niche blue ocean market with a fragmented competitive landscape and no dominant leading brands, leaving large room for growth. Hope Water's new kombucha product has received positive feedback from offline channels and is gradually expanding to multiple chain terminals.

2. Product selection risk warnings: Sales performance varies widely across regions and channels. Wang Shanzha sells well in food service channels in first- and second-tier cities, but is far less competitive than low-priced large-bottled alternatives in county-level markets due to its higher price and smaller size. Hope Water's coix seed drink has very slow offline turnover, is prone to overstocking, and offers very limited profit margins due to its lack of pricing power.

3. Key industry changes to note: Many platforms and channels have now launched their own private-label beverages in popular categories, and prioritize placing leading brands for price comparison. This is further squeezing the market space for third-party non-leading brands, making category positioning a top priority when selecting products.

This article introduces changing product demand in the ready-to-drink beverage market and the strategic layout of emerging brands, offering multiple insights for beverage manufacturing factories. Key takeaways are as follows:

1. Product design and production direction: Consumers are increasingly demanding healthier beverage options, and demand for sugar-free, herbal wellness, and fermented beverages continues to grow. Factories can pre-position production capacity for relevant raw materials. In terms of packaging, glass bottles carry higher storage and transportation risks and costs than cans, but still have demand in high-end niche meal pairing scenarios. Pricing and size design need to match different markets: mid-to-high-end small-sized products work for first- and second-tier cities, while consumers in county-level markets prefer large, affordable options.

2. Business opportunities: Niche segmented categories are on the rise, and new categories such as kombucha are gradually gaining traction. Hope Water has already added additional production lines for its kombucha due to strong initial sales. As more brands布局 into niche segments, demand for OEM production capacity will gradually increase, and factories can proactively connect with relevant brands to capture demand.

3. Capability building insights: Emerging brands require rapid product iteration. In its early days, Hope Water was able to complete the entire process from collecting user feedback to adjusting R&D within 30 days. Factories need to improve their rapid response capabilities to better meet the needs of emerging brands.

This article sorts out the pain points in the growth of emerging beverage brands and current industry development trends, offering insights for service providers serving the beverage industry. Key takeaways are as follows:

1. Industry development trends: The core growth driver of China's ready-to-drink beverage market is healthification, and the market is becoming increasingly segmented. Leading brands already dominate mainstream mature categories, so emerging brands are increasingly turning to niche vertical segments that have not yet been claimed by top players to achieve breakout growth. Demand for support in布局 these segmented categories is growing steadily.

2. Core pain points of brand clients: Emerging beverage brands generally share three core pain points. First, they lack sufficient offline channel penetration, with much lower distribution rates in chain convenience stores and下沉 markets than leading brands, making it difficult to access high-quality channel resources. Second, building consumer awareness for new categories is extremely difficult and costly, and brands struggle to create differentiated perception for their products against existing competitors. Third, non-leading players in any segment lack pricing power, and their profit margins are severely compressed by leading brands.

3. Opportunity areas for service providers: Service providers can develop targeted service products to address these pain points, such as channel expansion services for下沉 markets and positioning and marketing services for new categories, helping emerging brands lower market entry and consumer education costs and capture growth opportunities in segmented niches.

This article presents on-the-ground data on beverage brand development and in-store sales performance, offering reference for category sourcing and operations for all types of sales platforms. Key takeaways are as follows:

1. Category-specific sales characteristics can guide platform inventory planning: Grease-cutting sparkling fruit juices are well suited to food service channels in first- and second-tier cities and deliver strong sales performance. Herbal wellness beverages have a narrower audience, slow offline turnover, and only sell to a small fixed base of wellness-focused consumers, making them prone to overstocking. Consumers are already familiar with unsweetened teas, which turn over much faster than herbal wellness beverages and carry lower inventory risk for operators.

2. Core demand from brands: The biggest demand from emerging beverage brands is access to high-quality offline chain terminal channels. Leading brands have already locked up core channels, making it extremely difficult for emerging players to enter, creating partnership opportunities for platforms to address this unmet need.

3. Key notes for platform operations: When platforms launch their own private-label beverage products, they will squeeze the market share of third-party non-leading brands. Platforms can capitalize on the growth trend of niche segmented categories by introducing new categories such as kombucha to enrich their product mix, but should control inventory levels for new niche products to avoid inventory pressure from slow turnover.

This article documents in detail the development journey and breakout attempts of emerging ready-to-drink brand Hope Water, reflecting the latest development status of China's new consumption beverage industry and offering high value for industry research. Key content is as follows:

1. New industry development trends: The breakout logic for emerging beverage brands has shifted. Instead of crowding into highly competitive mainstream mature categories, they now choose to enter niche vertical segments without dominant leading players to claim the top position early, avoiding direct competition with industry giants. Healthification remains the core development direction of the industry, and beverage concepts have continuously upgraded from sugar-free to Chinese herbal wellness to fermented tea, aligning with changing consumer demand.

2. New challenges facing the industry: Most emerging beverage brands built their business on one accidental hit product, and currently lack a standardized methodology for consistently incubating new hits. Non-leading players in segmented categories lack pricing power, have far fewer channel resources than leading brands, face compressed profit margins, and hit growth bottlenecks very quickly. The consumer education cycle for new categories can last 5 to 10 years, which most brands cannot sustain until the market matures.

3. Observations for business model research: The approach of refining products starting from the restaurant scenario before expanding to full channels works well for incubating an initial hit product. But as the share of revenue from restaurant channels declines for growing brands, whether this model remains effective for launching new products still requires further market validation.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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“我们还是想做品类第一。”6月9日,好望水创始人孙梦鸽向「创业最前线」袒露这一目标,但所指的对象并非销量已突破1亿瓶的薏米水。

水面之上,好望水近期依然保持一定的营销声量,主打温和无负担的薏米水正通过绑定同样主打柔和动作的瑜伽,传递到更多都市人群手中。

水面之下,薏米水市占率第二的名次让好望水不具备相应的产品定价权,利润压缩、渠道受限,导致销量增速已经放缓。

权衡之下,好望水于今年3月推出康普茶,计划将其打造成下一个产品“尖子生”,在一个小众但尚未有头部品牌占位的赛道,当垂直品类的第一,继续冲击销量过亿的目标。

如今,正在不同细分赛道布局落子的好望水,手握3款重点产品——望山楂、薏米水和康普茶,有了前两款成熟爆品的经验,潜力新品康普茶的品类桂冠能否顺利收入囊中?好望水又能否在竞争白热化的即饮饮料市场中突出重围?

对于靠餐饮渠道起家的好望水而言,消费者心智培养和经销网络沉淀显得尤为重要。

1

望山楂火了之后,卖了1亿瓶的薏米水

好望水的开山之作“望山楂”是一款从餐饮渠道切入的饮料,诞生之初它只被视为烤串店里适配的“撸串搭子”。

2016年,好望水创始人孙梦鸽在上海经营一家名为“大肆撸串”的烤串店,作为区别传统烤串的品牌,店内需要一款年轻化的饮品,不仅有助消化功能,还能解决食客撸串时需解腻解辣的痛点。

于是,孙梦鸽团队开发出一款山楂气泡饮,取名为“望山楂”,以山楂为主要原料,同时搭配洛神花和陈皮,而加入的气泡会让饮料入口有“沙口感”。

以烤串店为起点的望山楂不仅在初期拥有了稳定的销售渠道,还获得了周期更短、更直接的消费者反馈。

孙梦鸽在接受此前媒体采访时表示,2016年产品在门店反馈到研发调整周期控制在30天内。随后的两年,望山楂不断调整配方比例,换了4款瓶型。

2018年,这款饮料迎来了从烤串店的一款SKU到独立饮料品牌的跨越。据界面新闻此前报道,元气森林创始人唐彬森看好气泡饮料在中国市场的前景,而好望水产品的差异化口味也能够在市场竞争中占据优势,他建议孙梦鸽把望山楂作为独立品牌运营。

2018年6月,上海肆望饮料有限公司成立,好望水品牌诞生。

从餐饮品牌剥离后,望山楂开始涉猎零售商超及电商渠道,但餐饮渠道依然占据大头,占比50%。有长期与食客磨合的基础,好望水取得了不错的销售成绩。

2020年,好望水产品出厂营收达5000万元人民币,全年交易额约为1.2亿元人民币,并且已实现盈利。

一餐饮从业者向「创业最前线」表示,望山楂酸甜味的山楂口感主要对应火锅、烧烤、小龙虾等需要解腻爽口的餐饮场景,尤其适配一、二线城市中女性客群居多的餐厅,这也是好望水最初对这款饮品的布局思路。

但是慢慢地,他们发现了这套打法的局限性。

当镜头转到了县域市场,白领客群变成了撸串的“糙汉子”,一瓶市场售价近9元的望山楂就卖不动了。

上述餐饮从业者表示:“县域市场不同于一、二线的精致叙事,比起小巧精致,消费者更追求量大实惠。比如消费者就餐感到很辣很烫需要饮料‘救场’时,一瓶300ml的望山楂男的两三口就喝完了。而它的价格又比较贵,县域市场一顿火锅均价不过50元,一瓶饮料的价格就占上1/5,对比大瓶装的可乐、大窑,望山楂缺乏竞争力。”

此外,他还指出,望山楂采用的玻璃瓶也正在被饮料市场淘汰,因为这种材质较罐装饮料而言,会增加存储和运输的风险。

好望水联合创始人夏明升在接受浪潮新消费采访时也表示,线下餐饮渠道的消费力有限,因为望山楂玻璃瓶包装、偏高的价格,导致线下的渗透率不足。

认识到爆款产品局限性的好望水,开始拓展产品矩阵,先后推出主打草本养生水的照顾系列和主打无糖茶的舒心系列。其中,照顾系列的薏米水产品表现尤为亮眼。

截至2025年11月,好望水旗下薏米水系列产品销量已超1亿瓶,与望山楂的营收贡献基本持平。

薏米水,已经成功接棒望山楂了吗?

2

销量光环下的薏米水,渠道与定价双受限

与主打开胃解腻的望山楂不同,薏米水主打的卖点是天然健康,配料干净。因此,这款产品首先要面临的就是不再依赖餐饮输送后的渠道挑战。

「创业最前线」梳理发现,受平台营销侧重不同,线上望山楂与薏米水的销量没有绝对的差距。

例如在小红书电商平台,薏米水的销售情况优于望山楂所属的“望系列”气泡果汁;而在淘宝、京东“望系列”则销量更多。

但在线下,部分便利店经营者向「创业最前线」表示,“望系列”和“照顾系列”的销售呈现“冰火两重天”。

“养生概念虽然网上看着火,但来便利店的客人,大多都是图解渴解馋。大部分人临时想买饮料,首先考虑的还是顺口好喝的。草本薏米水味道偏淡,没什么口感记忆点。只有少数固定养生的熟客会拿。大部分人看完,转头还是选果味汽水。”四川一家便利店店主向「创业最前线」表示,在夏天,望山楂每月可以卖出去七八箱,但薏米水补货一次就要卖好久,稍有不慎就会压货。

另一江西南昌便利店店主也表述了相似的情况,“薏米水和望山楂不一样,草本饮料受众偏窄,比不上望山楂的市场接受度,因为不好卖也赚不到多少利润,压货了只能打折或者自己消化。”

一位好望水销售员也向「创业最前线」证实,薏米水的销售渠道没有“望系列”稳定,因为产品推出的时间较晚,渠道布局还有待沉淀。

除此之外,消费者心智培养也成为了好望水薏米水产品的另一个难题。

好望水品牌主打的是中式草本植物概念,这一概念真的有效传递到消费者心中了吗?尤其与同属养生赛道的无糖茶相比,它是否拥有了较为稳定的消费客群?

消费者梁龙龙向「创业最前线」表示,从口味上来说,自己并不觉得薏米水有多好喝,主要胜在无糖比较健康。

“白水喝不下去,奶茶太‘罪恶’,需要点带味儿的,就喝薏米水和东方树叶。”梁龙龙说,薏米水打出的草本植物招牌确实会吸引自己购买,但本质上还是把它归为无糖饮料的大类,觉得无糖茶和薏米水在满足自己健康需求方面没什么区别。

作为广东人的Vicky就对这款饮料的口味接受程度更高,“我们那边会喝凉茶,所以对于这种草本植物饮料也比较喝得惯。”

Vicky回忆说,自己最近一次喝薏米水是在“撸铁”结束,作为自己的健身搭子,现在每周要喝2-3回薏米水。

“尽管饮用频率高,但我并不觉得它和无糖茶有什么区别,两个品类的饮品我都喝,也没有固定的牌子,感觉产品区别不大。只不过晚上锻炼喝无糖茶怕睡不着,所以选择薏米水代替。”Vicky说。

数据显示,目前无糖茶和中式养生水赛道的市场规模差距较为明显。据勤策《2026年中国茶饮料行业研究报告》,无糖茶作为草本植物饮料上一轮火起来的养生概念,市场规模已经超过1000亿元。

前瞻产业研究院预测,2024-2028年,中式养生水将呈现爆发式增长,随后增速放缓,预计到2028年市场规模突破100亿元,这意味着中式养生水的消费习惯和心智还在逐步培养阶段。

多位便利店店主对「创业最前线」谈道,无糖茶品类的动销要比草本植物饮料快很多,市场接受度更高,基本不会压货。

上海严究营销咨询总经理严究也向「创业最前线」表示,相较于无糖茶,中式草本植物饮料的教育成本更高,市场上无糖茶“0糖0卡”的认知已基本普及,但中式草本植物饮料“药食同源、养生功效”的概念还需要持续向消费者输出。

此外,草本饮料原料小众、产能有限,难以像无糖茶一样进入三、四线城市或全面布局便利店、自动贩卖机等销售渠道,大众普及难度也更大。

严究预测道,如果中式草本饮料要成功复制无糖茶的路径从小众走到大众,至少需要5-10年的时间。

而聚焦薏米水这一赛道,好望水薏米水的市场占额仅次于元气森林,位列第二。这似乎是个不错的市场占位,但背后的渠道深度差距,是好望水短时间内难以追平的短板。

「创业最前线」发现,好望水薏米水并未上线北京地区711、便利蜂连锁便利店渠道,但在熊本便利店有售,而元气森林的薏米水产品在上述渠道均有销售。

且伴随着“中式养生水”赛道的持续火热,渠道平台也上线了自有品牌的薏米水,如盒马推出红豆薏米水和白芸豆薏米水,这种渠道自制的情况进一步挤压了好望水薏米水的市场空间。

孙梦鸽向「创业最前线」表示:“渠道上线自己生产的薏米水后,通常会选择品类第一的产品同时销售形成价格参考对照,也就是他们会选择上线元气森林的产品方便消费者比价,而并非我们的。”

换而言之,一个品类的定价权由龙头决定,而薏米水这个赛道的定价权在元气森林手中。

「创业最前线」在电商平台搜索发现,元气森林与好望水的薏米水价格接近,部分规格产品售价仅相差5毛钱。

这对于没有定价主动权的好望水而言,在不愿意压低原料品质成本的情况下,毛利率并不乐观。

孙梦鸽也向「创业最前线」证实,目前好望水薏米水的销量增速已经放缓,由于利润不高该产品对营收的贡献也很有限。

因此,好望水将部分精力转移到薏米水以外的战场,以寻求突围。

3

开辟康普茶,欲冲刺品类第一

今年3月,好望水推出康普茶产品,作为一种发酵型酸性茶饮料,打出“慢发酵,不勾兑”的卖点,适配居家调饮、用餐等场景,重回玻璃瓶灌装,定价约10元/瓶(一瓶300ml)。

“近两年,无糖茶品类高速增长,印证了市场对健康饮品的需求。部分云贵餐厅也开始推出自酿康普茶,我们认为现在是一个推出康普茶的好时机。”孙梦鸽向「创业最前线」透露,此前好望水也试水过几轮无糖茶品类,但并未在市场长期推出,而今年推出的康普茶被视为茶品类的升级,将被重点打造。

据悉,好望水康普茶计划覆盖5000个线下终端,正逐步分区域完成对永辉、比优特、711、KKV等渠道的上架。目前,线下渠道销售反馈良好,好望水已经追加开设生产线。

从行业来看,康普茶赛道的竞争格局较为分散,暂未形成头部品牌。除小象超市、Ole精品超市等渠道售卖自有品牌的康普茶外,「创业最前线」还注意到,喜茶、霸王茶姬多个茶饮品牌推出现制康普茶饮品。

严究向「创业最前线」分析道,尽管现制与即饮的消费场景是错位的,但现制康普茶会分走部分尝鲜的客流。此外,长期来看,茶饮品牌在培育康普茶品类心智、拓宽市场方面也更有优势。

目前,康普茶在海外尤其是欧美市场较为流行,在国内仍属于小众饮品。「创业最前线」通过天眼查检索发现,康普茶相关企业信息只有70条左右,较为蓝海的市场意味着消费者对品类的认知较为有限,想要开拓市场的好望水需要花较长的时间进行心智培育。

而这款康普茶除身负“成为品类龙头”的任务外,还是测试好望水能否完成一个企业从0-1阶段的实验品。

孙梦鸽向「创业最前线」表示,好望水仍是一家处于初创阶段的公司,原因之一就是还未有标准化的孵化爆款的方法论。

“如果我们能在望山楂、薏米水之后再造一个销量过亿的产品,可以稳定保证较高毛利率的输送,这才代表我们有了复刻爆款的能力,现在我们把宝押在了康普茶身上。”孙梦鸽说。

因此,外界可以看到这款康普茶身上隐约有望山楂的影子:同样使用发酵工艺和玻璃瓶灌装,同样是从用餐场景汲取的灵感并与餐饮场景适配,这些条件都能提高好望水品牌的渠道复用率,还可以降低研发难度。

不过,一款过亿体量的爆款诞生需要天时地利人和,复制望山楂的路数真能带火康普茶吗?

「创业最前线」认为,首先望山楂中使用的山楂原料与健胃消食的绑定已是固有认知,而康普茶则多出教育消费者的成本。

其次从渠道而言,望山楂的销量有餐饮渠道的输送托举,而如今好望水的餐饮渠道占比已降至30%左右,这意味着同样适配佐餐的康普茶需要从更多其他渠道场景寻求增量空间,而餐饮之外的渠道端并非好望水的长板。

再次,尽管暂未有巨头入局康普茶赛道,但未来也存在加入战场的可能。例如,元气森林就曾在2021年注册过“康普茶”商标,但并未成功。

如果后续有巨头入场,凭借成熟的经销商网络和终端谈判能力,能够快速将产品铺到好望水尚未覆盖的终端,这意味着好望水康普茶的渠道份额或将被进一步挤压。

因此,做回玻璃瓶的好望水能否再加冕一顶品类皇冠,还需等待市场的进一步反馈。而是否拥有持续复制爆款的能力,则是好望水能否好好活下去的前提。

注:文/王晴,文章来源:创业最前线(公众号ID:chuangyezuiqianxian),本文为作者独立观点,不代表亿邦动力立场。

文章来源:创业最前线

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