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小杨哥兄弟玩砸了 三只羊网红课紧急下架

李松月 2026-06-30 12:03
李松月 2026/06/30 12:03

邦小白快读

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本文核心梳理了三只羊网红卖课翻车事件的完整脉络,同时给想入行直播电商的普通用户整理了避坑干货。

1. 事件经过:停播近600天的大杨哥推出线下直播电商培训,小白创业营收费1980元,高阶万羊计划收费19800元,课程已举办30余期,累计收入近200万元,因宣传用大杨哥讲课画面引流却未标注他仅偶尔到场,涉嫌虚假宣传,目前所有课程已紧急下架。

2. 避坑提醒:普通人报网红开的直播培训课,一定要提前明确讲师阵容,不要单纯冲IP报名,注意留存宣传凭证,若遇到虚假宣传误导消费,可依据消费者权益保护法主张退一赔三,维护自身权益。

3. 行业现状:当前国内知识付费市场持续增长,2026年预计规模突破3000亿元,但市场鱼龙混杂,多个头部网红的培训业务都曾引发投诉,需谨慎辨别。

本次三只羊卖课事件,给直播电商领域品牌的营销运营、转型布局带来了多方面的启示。

1. 品牌营销启示:IP信任是直播电商品牌的核心资产,宣传内容必须与实际交付保持一致,模糊化的暗示性宣传一旦不符合实际,不仅会消耗品牌口碑,还会触碰法律红线,引发监管处罚和消费者索赔。

2. 合规要求:品牌所有宣传都要符合《广告法》《反不正当竞争法》《直播电商监督管理办法》的要求,涉及核心IP引流的场景,必须明确标注IP的实际参与程度,不能误导消费者。

3. 行业趋势:当前直播电商增速放缓,红利消退,品牌需要提前布局多元变现渠道,三只羊除培训外,还推出了自营品牌APP、布局海外MCN业务,这种多元化转型思路值得品牌参考。

4. 需求观察:大量零基础群体想进入直播电商行业,对头部网红的经验课程有明确需求,这个细分市场存在开发空间。

本次事件结合行业背景,给直播电商卖家传递了明确的政策信号、机会提示和风险提醒。

1. 合规风险提示:当前监管对虚假宣传查处严格,已经有虚假人设引流卖课被查处的先例,卖家做任何产品服务宣传,都必须保证内容与实际一致,涉及师资、服务承诺等信息必须明确标注,避免引人误解,否则不仅要下架产品,还面临退一赔三的民事索赔和监管处罚。

2. 市场机会:直播电商虽然增速放缓,但整体市场规模已经突破6万亿元,用户规模达6.6亿,知识付费赛道增长快速,2026年市场规模预计突破3000亿元,大量零基础想入行直播的用户有明确需求,主业增长遇困的卖家可以合规布局培训赛道,开辟新的收入来源。

3. 转型参考:当原有主业发展受限,可以通过布局自营供应链、出海电商等方式分散经营风险,拓展增长空间。

本次事件和直播电商行业变化,给工厂推进电商转型、寻找商业机会带来了多方面启示。

1. 行业变化启示:当前直播电商已经从爆发式增长进入增速放缓的下半场,流量成本不断飙升,85%的头部美妆TOP20品牌都在缩减达人推广预算,工厂做直播电商要控制达人合作成本,提前布局自有渠道和自有品牌,降低对外部网红IP的依赖。

2. 潜在商业机会:目前市场上有大量零基础群体想进入直播电商行业,对落地的直播运营、选品供应链相关培训有旺盛需求,如果工厂自身有成熟的直播电商运营经验,可以将经验打包成培训服务,额外开辟新的收入渠道。

3. 转型方向参考:头部直播机构都在从依赖个人IP,转向做供应链、自营品牌、出海业务,工厂也可以依托自身生产优势,打造确定性的自营品牌,布局出海业务,获得更稳定的增长。

本次事件折射出直播电商和知识付费行业的发展趋势,也暴露了当前行业痛点,给服务商带来了新的业务机会。

1. 行业发展趋势:直播电商红利消退后,大量头部MCN、网红都在转型做知识付费培训,卖课已经成为头部IP拓展变现渠道的核心选择,知识付费市场规模持续扩张,2026年预计突破3000亿元,用户规模超6.4亿,市场空间广阔,给面向直播行业的服务商带来了大量新增需求。

2. 核心客户痛点:想入行的用户痛点是容易遇到虚假宣传、交付与宣传不符的问题,而网红IP做培训的痛点是缺乏合规运营经验,容易触碰法律红线,引发舆情危机。

3. 解决方案方向:服务商可以对接网红IP,提供合规宣传方案设计、课程交付运营、用户权益保障等服务,帮网红规避合规风险,同时保障用户权益,解决供需两端的痛点。

本次三只羊卖课事件,给平台的招商运营、风险管控带来了多方面启示。

1. 业务拓展机会:当前大量头部MCN、网红有转型卖课的需求,同时也有大量零基础用户有直播电商培训的需求,平台可以针对性开放知识付费类商家的招商入口,引入合规经营的培训商家,拓展平台的业务边界,创造新的收入增长点。

2. 运营管理要点:卖课属于体验型服务产品,交付效果难审核,容易出现虚假宣传、退费纠纷,此前交个朋友的培训课程就引发了超过180条投诉,平台需要建立事前审核机制,要求商家明确公示讲师信息、服务内容、退费规则,避免误导消费者。

3. 风险规避要点:平台要建立舆情响应机制,对涉嫌虚假宣传的课程及时要求商家下架整改,完善用户投诉处理通道,明确商家的合规责任,降低平台自身的合规风险,维护平台用户权益。

本次三只羊卖课事件,反映了当前直播电商行业的多个新动向、新问题,对研究产业转型、商业模式有较高的参考价值。

1. 产业新动向:直播电商经过多年爆发式增长后,已经进入增速放缓的下半场,目前行业增速已回落至16.48%,企业数量从2020年的0.8万家激增至13.2万家,红利消退、监管加码、流量成本上升,头部MCN机构纷纷开启多元化转型,卖课成为头部IP主业停摆后最主流的变现转型方式,同时头部机构也开始布局自营品牌、海外MCN业务,整体行业从依赖个人IP向构建机构化能力转型。

2. 行业新问题:网红IP卖课普遍存在虚假宣传、交付不符的问题,触碰广告法、消费者权益保护法等多重合规红线,已经引发多起消费者投诉事件,是知识付费赛道发展过程中凸显的新监管和行业问题。

3. 商业模式研究:头部IP卖课的核心逻辑是将过往直播经验包装变现,利润远高于普通直播带货,但商业模式可持续的核心是信任交付,合规经营是这个模式发展的前提。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

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Quick Summary

This article outlines the full context of the "course-selling scandal" involving Chinese influencer network Three Goats, and shares practical pitfalls-avoiding tips for ordinary people looking to enter the live-stream e-commerce industry.

1. Event timeline: After being off-stream for nearly 600 days, top influencer Da Yang Ge launched offline live-stream e-commerce training courses. The entry-level "Startup Camp for New Entrepreneurs" is priced at 1,980 yuan, and the advanced "Wan Yang Program" costs 19,800 yuan. The courses have been held for more than 30 sessions, generating nearly 2 million yuan in total revenue. The program was accused of false advertising: it used footage of Da Yang Ge to attract sign-ups, but failed to disclose that he only makes occasional guest appearances. All courses have since been urgently taken offline.

2. Pitfall-avoiding tips: For ordinary people signing up for influencer-led live-stream training courses, always confirm the full instructor lineup in advance. Do not register solely based on the influencer's name recognition, and keep all promotional materials as proof. If you are misled by false advertising, you can claim a refund plus three times the compensation under China's Consumer Rights Protection Law to protect your rights.

3. Industry overview: China's online knowledge payment market continues growing, and is projected to exceed 300 billion yuan by 2026. However, the market is highly fragmented and unregulated, with multiple top influencers facing consumer complaints over their training businesses. Participants are advised to vet opportunities carefully.

The Three Goats course-selling scandal offers multiple key takeaways for brand marketing operations and transformation planning in the live-stream e-commerce industry.

1. Marketing takeaways: IP trust is the core asset of a live-stream e-commerce brand. Promotional content must align exactly with actual delivered offerings. Vague suggestive advertising that misleads consumers will not only erode brand reputation, but also cross legal lines, leading to regulatory penalties and consumer compensation claims.

2. Compliance requirements: All brand promotions must comply with China's Advertising Law, Anti-Unfair Competition Law, and Measures for the Supervision and Administration of Live-Stream E-commerce. When using a core IP to attract customers, brands must clearly disclose the IP's actual level of participation, and avoid misleading consumers.

3. Industry trend: Live-stream e-commerce growth is slowing and the initial golden-age rush is over, so brands need to diversify their revenue streams early. Beyond training, Three Goats has also launched a self-operated brand app and expanded into overseas MCN (multi-channel network) business. This diversified transformation approach is a valuable reference for other brands.

4. Demand insight: A large number of zero-base aspiring entrants want to join the live-stream e-commerce industry, and have clear demand for experience-based courses from top influencers. This niche market has meaningful development space.

Combined with broader industry context, this incident sends clear policy signals, opportunity alerts and risk reminders for live-stream e-commerce sellers.

1. Compliance risk reminder: Regulators are cracking down heavily on false advertising, with multiple previous cases of illegal course-selling via fake personas resulting in penalties. All sellers must ensure that promotional content for products and services matches reality, and clearly disclose information related to instructors and service commitments to avoid misleading consumers. Failing to do so will not only result in product removal, but also leave sellers exposed to "refund plus three times compensation" claims and regulatory penalties.

2. Market opportunity: While live-stream e-commerce growth is slowing, the total market size has already exceeded 6 trillion yuan, with 660 million monthly active users. The knowledge payment segment is growing rapidly, projected to exceed 300 billion yuan by 2026, with strong unmet demand from zero-base aspiring live-stream creators. Sellers facing stagnant growth in their core business can enter the training track compliantly to unlock new revenue streams.

3. Transformation reference: When core business growth stalls, sellers can diversify operational risks and expand growth space by building self-operated supply chains and expanding into cross-border e-commerce.

This incident and broader shifts in the live-stream e-commerce industry offer key insights for factories pursuing e-commerce transformation and new business opportunities.

1. Industry shift takeaways: Live-stream e-commerce has transitioned from explosive growth to a slower-growth "second half," with steadily rising traffic costs. 85% of China's top 20 beauty brands are cutting influencer marketing budgets. Factories entering live-stream e-commerce should control influencer collaboration costs, build out self-operated channels and private brands early, and reduce reliance on external influencer IPs.

2. Potential business opportunity: A large number of zero-base aspiring entrants are seeking hands-on training in live-stream operations and product supply chain management. If a factory already has mature, proven live-stream e-commerce operating experience, it can package this expertise into training services to unlock an additional revenue stream.

3. Transformation direction reference: Top live-stream organizations are shifting from relying on individual influencers to building supply chain capabilities, self-owned brands, and cross-border business. Factories can also leverage their production advantages to build a reliable self-owned brand and expand into overseas markets for more stable long-term growth.

This incident reflects broader development trends in live-stream e-commerce and knowledge payment, exposes key industry pain points, and opens new business opportunities for service providers.

1. Industry trend: As live-stream e-commerce growth slows, a large number of top MCNs and influencers are pivoting into knowledge payment training. Course-selling has become a core revenue diversification strategy for top IPs. The knowledge payment market continues expanding, projected to exceed 300 billion yuan with more than 640 million users by 2026. This large untapped market creates substantial new demand for service providers focused on the live-stream industry.

2. Core customer pain points: Aspiring entrants face the risk of false advertising and misaligned delivery, while influencer-led training programs often lack compliance operational experience, leaving them exposed to legal risks and public relations crises.

3. Solution opportunity: Service providers can partner with influencer IPs to offer compliant promotional design, course delivery operations, and user rights protection services. This helps influencers avoid compliance risks while protecting consumer interests, solving pain points on both the supply and demand sides.

The Three Goats course-selling incident offers multiple insights for platform merchant recruitment, operations, and risk management.

1. Business expansion opportunity: Today, a large number of top MCNs and influencers want to pivot into course-selling, while a large group of zero-base users demand high-quality live-stream e-commerce training. Platforms can open dedicated merchant recruitment portals for compliant knowledge payment providers, expand their business scope, and unlock new revenue growth.

2. Operational management priorities: Courses are experiential services, where delivery quality is hard to audit in advance, making them prone to false advertising and refund disputes. For example, training courses from another leading influencer organization "Make Friends" previously received more than 180 consumer complaints. Platforms need to build pre-listing review mechanisms that require merchants to clearly disclose instructor information, service terms, and refund policies to avoid misleading consumers.

3. Risk mitigation: Platforms should build a rapid public opinion response mechanism, require prompt removal and correction of courses accused of false advertising, improve consumer complaint channels, and clearly outline merchant compliance obligations to reduce the platform's own compliance risk and protect user rights.

The Three Goats course-selling incident reveals multiple new trends and emerging issues in China's live-stream e-commerce industry, offering valuable insights for research on industrial transformation and business model innovation.

1. New industrial trends: After years of explosive growth, live-stream e-commerce has entered a slower-growth second half, with industry growth falling to 16.48% annually, and the number of industry players surging from 8,000 in 2020 to 132,000 today. Amid fading growth dividends, stricter regulation, and rising traffic costs, top MCNs are increasingly pursuing diversified transformation. Course-selling has become the most popular transformation option for top IPs whose core content business has stalled. Top organizations are also expanding into self-owned brands and overseas MCN business, representing a broader industry shift from reliance on individual IPs to building institutional operational capabilities.

2. Emerging industry issues: Influencer-led course-selling is widely plagued by false advertising and delivery discrepancies, crossing multiple compliance lines under advertising and consumer protection laws, and has led to numerous consumer complaints. This is a new regulatory and industry challenge that has emerged amid the growth of the knowledge payment track.

3. Business model insight: The core logic of top IP course-selling is monetizing packaged past live-stream operational experience, which delivers far higher margins than conventional live-stream e-commerce product sales. However, the long-term sustainability of this model depends on trust-aligned delivery, and compliant operations are a prerequisite for the healthy development of this business model.

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 .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

偷鸡不成蚀把米。

出品 | 首席电商观察 作者 | 李松月

大杨哥又杀回来了。

停播近600天后,他第一次以公开身份出现在公众视野里。

不过不是重返直播间,而是拿起话筒卖起了课。

近日,抖音账号“三只羊大课堂”连续放出多条视频,内容是大杨哥现身线下训练营,手持话筒讲授直播电商课程。

视频关联着一门叫“小白抖音创业蜕变营”的课程,线下授课,时长3天2晚,收费1980元,在合肥三只羊总部开课,目标人群是零基础、想入行直播电商的人。

消息一发酵,质疑的声音也越来越多,“三只羊大课堂”账号火速删掉了相关视频,同期售价19980元的高阶课程“万羊计划”等课程也从团购下架。三只羊教育客服回复称,大杨哥的课程目前已经下架,可能有调整。

据媒体爆料,花费1980元也不一定能上到大杨哥亲身到场的线下课。虽然课程推广视频大量使用大杨哥讲课画面当核心引流素材,却没有标注他是否每期到场。媒体爆料称,该课程日常由内部实战老师授课,大杨哥本人只是偶尔现身分享。客服也说明,他更多是做内容策划和品牌方向,较少开班。

迄今为止,该训练营已举办30余期课程,很多人冲着大小杨哥的IP报了名,到场才发现不一定能见到本人。这门课有没有价值另说,但如果把大杨哥讲课的画面当成课程的引流素材,就涉嫌“虚假宣传”,舆论一旦发酵,就会再次被推上风口浪尖。

曾经的副业,如今撑起了门面

经过一番调查可以发现,这次卖课不是临时起意。

三只羊教育科技有限公司早在2023年2月就已经成立,由三只羊(合肥)控股集团有限公司全资持股。

早在2024年6月,三只羊网络CEO杜刚就发布视频,宣布即将启动“三人行直播大课堂”项目。同年8月,培训业务正式开班,进阶课收费9980元,小白课程收费3980元。

只不过当时三只羊还在巅峰期,卖课只是副业,没人当回事。如今直播主业停摆近两年,卖课就从副业变成了门面。

那么问题来了,一门已经办了30多期、累计收入近200万元的课程,为什么突然就下架了?

从法律角度审视三只羊这次卖课风波,问题出在宣传上。

课程推广视频把大杨哥讲课的画面当作核心引流素材反复使用,却没有显著标注他并非每期到场。客服自己也承认,大杨哥本人较少开班,更多是做内容策划和品牌方向。学员冲着大杨哥的IP报了名,到场才发现不一定能见到他本人,这种心理落差,不只是体验问题,而是可能触碰了法律红线。

按照《广告法》第二十八条的规定,广告以虚假或者引人误解的内容欺骗、误导消费者的,构成虚假广告。课程推广视频里反复出现大杨哥讲课的画面,却没有告诉学员这只是偶尔的飞行嘉宾模式,这种暗示性宣传与实际情况不符,对购买行为存在误导。

《反不正当竞争法》第八条也指出,经营者不得对商品作虚假或者引人误解的商业宣传。三只羊对课程师资的宣传方式,让学员产生了大杨哥会亲自授课的合理期待,实际交付的却是另外一回事,这就已经进入了虚假宣传的认定范围。

因此面对舆论的发酵,三只羊选择紧急下架课程和相关视频,暂避风头。

若不这样做,整件事还可能撞上今年施行的《直播电商监督管理办法》的枪口。管理办法明确要求,直播间运营者和直播营销人员不得进行虚假宣传,MCN机构需要规范直播营销人员的管理。大小杨哥既是直播间运营者,又是直播营销人员服务机构核心人员,对旗下主播和直播内容的合规性负有双重审核义务。

市场监管总局发布的典型案例里,就有佛山某公司通过打造虚假人设在私域直播间售卖网课的案例,被点名查处。用虚假人设引流卖课,已经有了明确的执法先例。

还有一个角度容易被忽略,就是消费者的退赔权利,这属于民事法的范畴。如果学员因为大杨哥亲自授课的宣传而产生误解并付费,到了现场才发现他并不在场,按照《消费者权益保护法》第五十五条,经营者提供商品或者服务有欺诈行为的,消费者有权主张退一赔三。

这意味着三只羊面临的不仅是口碑危机和监管风险,还有来自消费者的民事索赔压力。卖课这门生意,宣传上每走错一步,法律风险就多叠好几层。

教别人赚钱,成了一门更赚钱的生意

直播带货转战卖课这件事,早已在行业内屡见不鲜,是一个被反复验证过的捞金公式。当一个头部IP的直播带货之路被切断,卖课几乎成了最顺手的转型出口。其实逻辑很自洽,做过的事就是经验,经验包装一下就是课程,课程卖给想入行的人就是收入。

卖课比卖货利润高很多,MCN机构也希望把头部IP的变现可能性彻底挖掘出来。但卖课不同于卖货的点在于,卖课的重点在交付和服务,用户会更加看重课程的含金量。

而且卖课的交付链条更长,学员花了钱是来学本事的,如果到场发现宣传里反复出现的那个讲师只是偶尔露个面,核心内容由内部实战老师来讲,这对消费者的体验必定造成影响。

三只羊不是第一个蹚这趟混水的。“交个朋友电商学苑”此前就因为2980元课程获免费切片授权的宣传模式引发集中投诉,黑猫投诉平台上的相关纠纷超过180条,投诉集中在付费课程与免费授权绑定、承诺服务未兑现、退费遭拒等问题。

媒体评论说,一些网红借机精准拿捏用户需求,通过夸大宣传、虚假包装等手段高价售卖缺少实质内容的课程,让许多粉丝在跟风付费后并未获得等价的知识或服务。从罗永浩到大杨哥,头部主播的培训生意似乎都走在一条相似的钢丝绳上。

当然,知识付费市场遍地黄金,只是鱼龙混杂。艾媒咨询数据显示,2026年中国知识付费市场规模预计突破3000亿元,用户规模超6.4亿人。这是一个持续膨胀的池子,关键在于往里倒的是干货还是水货。

直播机构正在进行一场转型

跳出卖课这个具体动作,三只羊的转型其实是整个行业从人转向货的一个注脚。

受月饼事件影响,大小杨哥的带货人设被打上了一个巨大的问号。当个人IP失去价值,转向服务就成了必然选择。2025年4月,小杨臻选APP上线,会员年费99元,主打供应链与自营产品,试图用自营品牌的确定性替代网红带货的不确定性。

三只羊的海外MCN机构Three Sheep Network已在新加坡、马来西亚、越南开展业务,今年1月还与TikTok现象级网红无语哥Khaby Lame达成合作,拿下了其全球电商运营权。

这些动作放在一起看,卖课只是三只羊延长IP价值、开辟新增收出口的其中一步棋。

回望整个行业,直播电商的黄金时代正在退潮。2026年中国直播电商行业发展报告显示,2025年中国直播电商交易规模突破6万亿元(第三方机构为5.26亿元),但增速已经从几年前的爆发式增长逐年放缓至16.48%。行业用户规模达6.6亿,企业数量从2020年的0.8万家激增至13.2万家,增长近16倍。

今年第一季度,头部平台美妆TOP20品牌中有85%都在缩减达人推广预算。增速放缓、监管加码、流量成本飙升,直播电商正在从遍地捡钱的好时候进入精打细算的下半场。这或许就是头部MCN扎堆卖课的大背景,当行业红利消退,教别人怎么在这个行业里赚钱,反而成了一门更赚钱的生意。

客观来说,从直播间转战线下培训,三只羊的转型方向本身没有对错可言。当直播带货的主业因合规问题停摆近两年,选择卖课是商业逻辑下的自然延伸。这门生意已有30多期、近200万元的收入,说明市场上确实有人在为此买单。

但卖课和卖货不同。货可以退,课上了就上了,传授的是真本事还是空话,平台没法进行审核,但每位学员的心里都有一杆秤,公道自在人心,公道只在人心。

信任是直播电商最基础的资产,也是一旦失去最难偿还的负债。三只羊想要通过卖课找到新的出路,前提是宣传和交付之间“说到做到”。

站在讲台上的人,面对的不再是屏幕那端的粉丝,而是坐在教室里付了费的学员,不可同日而语。卖课的本质是信任的交付,而这恰恰是任何商业模式的基石。

期待三只羊能在这条路上找到属于自己的解法。

注:文/李松月,文章来源:首席电商观察(公众号ID:EC-guancha),本文为作者独立观点,不代表亿邦动力立场。

文章来源:首席电商观察

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