广告
加载中

沃尔玛 把药食同源装进一日五餐

罗拉? 2026-07-21 10:14
罗拉? 2026/07/21 10:14

邦小白快读

EN
全文速览

本文围绕沃尔玛自有品牌沃集鲜推出药食同源系列商品一事,梳理了当前药食同源赛道的发展现状与消费趋势,普通读者可得到以下核心干货:

1. 当前国内消费者的健康饮食需求已经发生变化,从早年关注低糖、零添加转向现在追求精准营养、药食同源养生,药食同源已经不再只是中药铺的小众养生概念,开始大规模融入日常饮食的各个场景,相关商品选择越来越丰富。

2. 沃集鲜此次推出的药食同源系列覆盖了一日三餐、加班宵夜、节日送礼等多种细分场景,年内将有百余款商品陆续上架,消费者可以根据自身需求,选择对应场景的产品,比如适合早餐的猴头菇四珍吐司、适合熬夜党和火锅爱好者的双拼龟苓膏等。

3. 该系列并非纯营销噱头,而是联合百年老字号基于经典古方开发,会精准核定原料添加量,遵循双重品控标准,产品专业度和安全性更有保障。

本文梳理了药食同源赛道的最新消费趋势,以及产品开发、品牌打造的可借鉴经验,可供品牌商参考:

1. 消费趋势变化明显,2025年消费者健康需求已经转向精准营养、科学背书、药食同源方向,当前市场上药食同源商品扎堆布局水饮赛道,多数仅停留在尝鲜层面,日常多场景开发仍有较大蓝海空间。

2. 产品研发可参考体系化开发思路,打破品类限制,依据细分消费场景反向开发商品,覆盖用户一日五餐各类需求,采用一方多配思路,一个经典配方衍生多类形态产品,遵循不时不食的理念规划推新节奏,提升开发效率。

3. 可借鉴专业度打造方法,和有资质的老字号药企合作,依托老字号的原料溯源和炮制工艺优势,建立双重品控体系,精准控制原料用量,避免药食同源沦为纯营销概念,提升品牌信任度。

本文梳理了药食同源赛道的政策风向、市场机会与实操经验,可供卖家参考:

1. 政策层面,商务部等九部门发文鼓励零售业发展自有品牌,目前纳入国家目录的药食同源物质已有106种,赛道发展有明确的政策支持。

2. 市场机会方面,当前消费者对药食同源的需求已经从尝鲜转向日常化养生,原有市场集中在水饮等少数品类,多场景日常化产品供给不足,存在明显的市场空白,是新的增长机会。

3. 实操层面,不要盲目跟风热门品类,要先基于自身核心用户画像做需求洞察,再匹配产品方向;走场景化体系化开发路线,覆盖用户多元需求;和专业老字号合作把控品控,跳出概念营销误区,打造差异化竞争力,同时要注意规避同质化扎堆的风险。

本文梳理了药食同源产品的生产需求变化与新商业机会,可供布局健康食品赛道的工厂参考:

1. 产品生产与设计需求已经发生变化,下游品牌和零售商不再只需求单一大单品,更要求按照不同消费场景开发多形态产品,对原料品质、炮制工艺、原料添加精准度的要求大幅提升,需要符合经典古方和专业品控标准。

2. 商业机会明显,头部零售平台沃尔玛正在加速布局自有品牌药食同源商品,计划年内上架百余款产品,对优质生产端和供应链合作的需求大幅提升,能够给工厂带来稳定的订单与合作机会。

3. 发展启示方面,工厂可强化自身在原料溯源、炮制工艺、标准化生产上的优势,主动对接零售商、老字号的合作需求,深度参与全链路品控环节,打造自身生产壁垒,切入药食同源这一增长赛道,借助零售端的渠道优势实现增长。

本文梳理了健康食品与零售自有品牌领域的行业趋势,以及客户痛点与可行的服务方向,可供服务商参考:

1. 行业发展趋势方面,药食同源已经从小众养生概念转向日常化饮食方向,成为食品行业的重要增长赛道;同时零售端普遍需要打造差异化商品力,发展自有品牌成为行业共识,对第三方专业服务的需求持续提升。

2. 客户核心痛点方面,多数品牌做药食同源受自身品类限制,只能开发少数单品,容易跟风同质化,同时多数品牌缺乏药食同源相关的专业能力,难以把控原料品质与配方合规性,很容易让药食同源沦为概念营销,得不到消费者信任。

3. 解决方案方向,服务商可围绕细分场景产品开发、药食同源供应链品控、经典古方合规转化、自有品牌全链路开发等方向打造服务,帮助客户完成体系化创新,满足消费者日常化的药食同源需求。

本文给出了零售平台打造差异化商品力、发展自有品牌的新思路,可供平台商参考:

1. 当前零售行业转型的核心命题是打造差异化商品力,摆脱同质化价格竞争,国家政策明确鼓励零售平台发展自有品牌,发展自有品牌是平台实现差异化竞争的重要路径。

2. 平台发展自有品牌可借鉴沃集鲜的做法,不要走简单贴牌做大牌平替的旧路线,要先基于平台自身核心用户画像做深度需求洞察,找到匹配的商品主题,再进行开发,避免盲目跟风热门品类。

3. 运营与供应链管理方面,可走体系化规模化创新路线,按细分消费场景开发全品类产品,采用一方多配思路提升开发效率;同时可对接百年老字号等专业机构合作,建立双重品控体系,把控原料品质与生产工艺,规避产品概念化、不专业的风险,构建真正的竞争壁垒。

本文梳理了当前食品零售产业的新动向,提出了自有品牌创新的新样本,对产业研究有较高参考价值:

1. 产业新动向方面,药食同源正在从营销概念转向日常化饮食方式,消费需求升级推动零售自有品牌的竞争逻辑发生转变,过去简单贴牌做大牌平替的模式已经不再适用,当前行业比拼的是零售商全链路系统化运营能力。

2. 行业存在的新问题,此前药食同源商品开发扎堆水饮等少数品类,难以融入日常消费,难以成为长期的饮食方式;同时零售自有开发普遍存在跟风同质化问题,缺乏核心竞争壁垒,难以形成差异化优势。

3. 新商业模式参考,沃尔玛沃集鲜推出的“顾客需求洞察+体系化商品开发+供应链资源整合”的三合一模式,为零售自有品牌创新提供了新样本,印证了围绕消费趋势做颗粒度化场景创新,是未来零售商品力竞争的核心方向,对研究零售行业转型有重要启示。

返回默认

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 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article examines the current development status and consumer trends of the "medicine-food homology" (MFH) category against the backdrop of Walmart's private label, Wuji Xian, launching a new line of MFH products. General readers will gain the following key insights:

1. Chinese consumers' demand for healthy eating has evolved: from prioritizing low sugar and zero additives in the past, they now seek targeted nutrition and MFH-based wellness. MFH is no longer a niche wellness concept limited to traditional Chinese medicine pharmacies—it has entered mass adoption across all daily eating scenarios, with a rapidly expanding selection of related products.

2. Wuji Xian's new MFH series covers multiple segmented scenarios including three main meals, late-night snacks for overtime workers, and holiday gifting. Over 100 products will roll out this year, allowing consumers to choose options tailored to their specific needs, such as Hericium erinaceus four-mushroom toast for breakfast, and double-flavor turtle jelly for night owls and hot pot lovers.

3. Far from being a pure marketing gimmick, the series was co-developed with century-old time-honored brands based on classic ancient prescriptions. It features strictly verified ingredient dosages and adheres to double quality control standards, offering greater assurance of product professionalism and safety.

This article outlines the latest consumer trends in the MFH category, as well as actionable insights for product development and brand building that brand owners can reference:

1. Consumer trends have shifted clearly: by 2025, consumer demand for health has pivoted to targeted nutrition, third-party scientific validation, and MFH-infused products. Currently, most MFH products are concentrated in the beverage category, with most offerings only catering to casual trial use, leaving significant untapped potential in multi-scenario daily product development.

2. Brands can adopt a systematic development approach: break through category boundaries, develop products based on segmented consumer scenarios, cover all needs across five daily meals, use the "one prescription, multiple product formats" strategy to derive multiple product types from a single classic formula, and plan new product launch cadence around the traditional Chinese principle of "eating seasonal food" to improve development efficiency.

3. Brands can learn from Wuji Xian's approach to building professional credibility: partner with qualified time-honored pharmaceutical enterprises to leverage their advantages in ingredient traceability and processing techniques, establish a dual quality control system, and strictly control ingredient dosages. This prevents MFH from becoming a hollow marketing concept and boosts consumer trust in the brand.

This article summarizes policy direction, market opportunities and practical experience in the MFH track for sellers' reference:

1. On the policy front, nine government departments including the Ministry of Commerce have explicitly encouraged the development of private labels in the retail industry. Currently, 106 substances are included in China's official catalog of MFH materials, giving the track clear policy support.

2. In terms of market opportunities, consumer demand for MFH products has shifted from casual trial use to daily wellness. The existing market is concentrated in a small number of categories such as beverages, with insufficient supply of multi-scenario daily products, creating clear market gaps and new growth opportunities.

3. For practical operations: avoid blindly following hot categories. First conduct demand insight based on your core user profile, then align product development with identified needs; adopt a scenario-based and systematic development route to cover diverse consumer needs; partner with professional time-honored brands to control quality, avoid the trap of concept-only marketing, build differentiated competitiveness, and mitigate the risk of homogenized competition.

This article outlines changing production demands and new business opportunities for MFH products, for reference by factories targeting the healthy food track:

1. Production and design demands have changed: downstream brands and retailers no longer only need large single SKUs. Instead, they require multi-format products developed for different consumption scenarios, with significantly higher requirements for ingredient quality, processing techniques, and ingredient dosage accuracy that align with classic ancient prescriptions and professional quality control standards.

2. Clear business opportunities have emerged: leading retail platform Walmart is accelerating the layout of private-label MFH products, planning to launch more than 100 SKUs this year. This has sharply increased demand for cooperation with high-quality producers and supply chains, bringing stable orders and partnership opportunities for factories.

3. Key takeaways for growth: factories can strengthen their advantages in ingredient traceability, processing techniques, and standardized production, actively pursue cooperation opportunities with retailers and time-honored brands, participate deeply in full-link quality control, build production barriers to enter the high-growth MFH track, and leverage the channel advantages of retail partners to drive growth.

This article sorts out industry trends in healthy food and retail private labels, as well as client pain points and viable service directions, for service providers' reference:

1. Industry development trends: MFH has transitioned from a niche wellness concept to a daily dietary staple, becoming a major growth track for the food industry. Meanwhile, retail players are broadly seeking to build differentiated product capabilities, and developing private labels has become an industry consensus, driving continuous growth in demand for third-party professional services.

2. Core client pain points: Most brands developing MFH products are limited by their existing category portfolios, can only launch a small number of SKUs, and easily fall into homogenized competition by following trends. Additionally, most brands lack professional MFH expertise, making it difficult to control ingredient quality and formula compliance, which often leaves MFH as nothing more than a hollow marketing concept that fails to earn consumer trust.

3. Potential service directions: Service providers can build out offerings around segmented scenario product development, MFH supply chain quality control, compliant conversion of classic ancient prescriptions, and end-to-end private label development. These services help clients deliver systematic innovation to meet consumers' demand for daily MFH-integrated diets.

This article presents new ideas for retail platforms to build differentiated product capabilities and develop private labels, for platform operators' reference:

1. The core task of today's retail industry transformation is building differentiated product capabilities to escape homogenized price competition. National policy explicitly encourages retail platforms to develop private labels, making private labels a key pathway for platforms to achieve differentiated competition.

2. When developing private labels, platforms can learn from Wuji Xian's approach: avoid the old route of simple white-labeling to sell cheaper alternatives to name brands. Instead, conduct in-depth demand insight based on the platform's own core user profile, identify a matching product theme, and develop products accordingly to avoid blindly following popular categories.

3. For operations and supply chain management: adopt a systematic and large-scale innovation approach, develop full-category products for segmented consumption scenarios, and use the "one prescription, multiple formats" strategy to improve development efficiency. At the same time, partner with professional institutions such as century-old time-honored brands to establish a dual quality control system that oversees ingredient quality and production processes, mitigates the risk of hollow concept-only unprofessional products, and builds real competitive barriers.

This article sorts out new trends in the current food retail industry and presents a new case study for private label innovation, offering high reference value for industry research:

1. New industry trends: MFH is transitioning from a marketing concept to a daily dietary pattern. Consumer demand upgrade has reshaped the competitive logic of retail private labels: the old model of simple white-labeling for cheaper alternatives to established brands is no longer viable. Today, the industry competes on retailers' end-to-end systematic operation capabilities.

2. New emerging industry problems: Past MFH product development has been heavily concentrated in a small number of categories such as beverages, making it difficult for MFH to integrate into daily consumption and become a long-term dietary pattern. Meanwhile, most private label development has followed trends and suffered from homogenization, lacking core competitive barriers and failing to build clear differentiated advantages.

3. Reference for a new business model: Walmart Wuji Xian's integrated "customer demand insight + systematic product development + supply chain resource integration" model provides a new benchmark for retail private label innovation. It confirms that granular scenario-based innovation aligned with consumer trends is the core of future retail product competition, offering important insights for research on retail industry transformation.

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.

「药食同源」正在经历一次身份变化。

过去,它是被国家卫健委收录在《按照传统既是食品又是中药材的物质目录》中的食材,是中药铺里的养生理念。它最常见的代表是保温杯里的几粒枸杞。但现在,药食同源作为一种新的食品开发思路,越来越多地走进咖啡茶饮零食和家庭餐桌。这也造就了近两年「中药咖啡」「养生水」「熬夜水」等商品的持续走红。

但热闹之外,一个问题始终没有答案:药食同源究竟是一种营销概念,还是能够真正成为一种日常饮食方式?

一位长期参与零售商品研发的人士曾告诉《降噪NoNoise》,开发药食同源商品,真正的考验不是「药」而是「食」,即如何让它自然而高频地融入一日三餐,而不是停留在尝鲜消费。

沃尔玛自有品牌沃集鲜近日推出的「药食同源」系列,正试图回答这个问题。

01 药食同源走出刻板印象

近年来,消费者对健康饮食的期待持续变化。

弗若斯特沙利文大中华区合伙人及董事总经理张葛建在FBIF2025食品饮料创新论坛上表示:2020年,消费者关注的是低卡路里、无糖、低糖、天然成分、功能性成分、非油炸、零添加防腐剂;到了2025年,消费者希望精准营养、科学背书、药食同源、控糖低GI、轻量化等。

以「顾客第一」为战略原点的沃尔玛,自然也关注到了消费需求的变迁。他们有针对性地梳理了核心群体在「药食同源」方面的常见诉求,在此基础之上规划和设计商品。

此前,市面上的「药食同源」商品主要聚焦于水饮,尤其前两年,中式养生水、草本茶饮在年轻人中风靡,市场上还跑出了元气森林「好自在」这类销售额破10亿元的大单品。

但聚焦有时也意味着扎堆。药食同源商品如果只局限于某几类单品、某几种元素,很难变成一种日常的饮食选择。而沃集鲜开发该系列商品时,所面临的一个核心命题便是「要药食同源,但更要能天天吃」。

这意味着团队必须要找到高频、多元的消费场景,让药食同源走出刻板印象。

基于今春试水「抹茶季」的经验,沃集鲜选择基于经典古方,将「药食同源」分为了日常系列与衍生系列两个产品梯队:日常系列将古方融入高频刚需饮食形态,如乳制品、冲泡茶、水饮、吐司、果蔬饮料、粥料、调味品等;衍生系列则延展至更多形态,如酥性饼干、蛋糕、果冻类等。

这两类产品共同覆盖了核心消费群体的一日三餐以及加班宵夜、睡前等场景,其场景「颗粒度」之细,让人印象深刻。

比如针对早餐场景的猴头菇四珍吐司,搭配了山药粉、茯苓粉、芡实粉、莲子粉四种药食同源食材;在下午茶场景里,四神姜黄饼干、玫瑰阿胶蜂蜜蛋糕、酸枣仁核桃蛋糕、人参黄芪粉等数十款商品可供选择;针对熬夜党以及火锅爱好者的需求,亦有含13种草本原料的双拼龟苓膏与之匹配……

依据细分消费场景反向开发商品,勾勒出了沃集鲜做「药食同源」的最大特点——商品创新体系化。

普通消费品牌开发「药食同源」系列,或多或少会受品类限制,只能聚焦于几个单品;但沃集鲜没有这个「包袱」,顾客的需求在哪儿,「药食同源」就会到落到哪儿。例如,部分家庭除了餐食,还有厨房烹饪需求,那沃集鲜就开发黄精五黑醋、灵芝茯苓醋;顾客中秋送礼需要新意,那就在月饼中植入药食同源元素……

沃尔玛方面预计,年内将有百余款药食同源商品陆续上架,具体推新节奏将遵循「不时不食」的传统饮食理念,每个季节主推商品特色各不相同。

通过这套「商品SKU数X场景覆盖广度X时间」的组合,药食同源有可能满足更多的日常生活需求,走入消费者的每一餐。

从商品开发思路来看,沃集鲜「药食同源」系列的第二个特色是「专业化」。

在将消费需求分类后,沃集鲜通过与多家百年老字号合作,共同推出几大经典配方——如四神茯湿方、人参黄芪方、阿胶五红方、酸枣仁晚安方、银雪琼玉方、黄精五黑方、逍遥佛手方等,将其融入商品配料表,以保证商品药食同源思路不走样、生产依古法、商品有据可依。

例如当前正值盛夏,围绕「四神茯湿方」的核心思路,沃集鲜开发了生牛乳茯苓薏仁奶。在这款乳制品的研发测试中,沃集鲜会根据经方中的建议食用周期和每日饮食摄入量,精准核定原料添加量,最终每瓶茯苓薏仁膏的含量确定为10.5g。

药食同源系列商品的推出也让外界看到,沃集鲜不只有「鲜」,还有「专」。

如果结合今年推出的沃集鲜抹茶季、联名迪士尼IP《玩具总动员》、药食同源系列等动作来看,沃尔玛正在通过为顾客带来更多元的餐食选择,创造更细分的消费场景,持续凸显自身的差异化商品力。

02 沃集鲜提供了一个做自有品牌的新思路

从零售行业转型的整体趋势来看,打造差异化商品力正成为零售商当前最重要的命题之一。做自有品牌,被认为是实现商品差异化的重要途径。

在商务部等9部门近日印发的《关于加快零售业创新发展的意见》中也提到,在「优化供给」层面,鼓励发展自有品牌。

但做自有品牌并不等同于找代工简单贴牌、做「大牌平替」,这曾是零售行业黄金时代打造自有品牌的主流思路。如今的自有品牌,比拼的是零售商的全链路能力。

未来零售商应该靠什么做出真正有壁垒的自有品牌?沃集鲜的「药食同源」系列正好提供了零售创新的一个样本。

这个创新样本,是顾客需求洞察、商品开发能力和供应链资源的三合一。

在需求端,沃尔玛聚焦的城市大众中产家庭和单身人群向往健康、品质生活,对顺时而食的传统理念感兴趣,这是「药食同源」系列的出发点。

换言之,开发自有品牌的起点,是基于零售商核心用户画像做需求洞察,再找到与之匹配的商品「主题」,而不是看到市场上哪类商品热销,就跟风开发同类商品。因为各零售渠道的用户未必重合。

在商品开发上,沃尔玛把药食同源做成了一整套解决方案,让相同概念的商品在货架上无孔不入,以规模化创新为顾客提供更加多元的选择。例如,年轻上班族可以在办公室囤药食同源的饮品、零食,家庭采购人也能在一瓶醋、一袋吐司中激发一场「事出有方」的积极体验。

截至2024年8月,纳入《药食同源目录》的物质多达106种,但沃集鲜的体系化开发并没有分散「弹药」,毕竟药食同源只是众多商品创新方向之一。沃集鲜采用的是「一方多配」思路,比如一个「酸枣仁方」,可以衍生出酸枣仁桂圆燕麦粥料、酸枣仁核桃蛋糕、酸枣仁乌梅蜜液等一系列产品。

在供应链环节,药食同源商品的门槛要远高于普通商品,因为药食同源原料的品质和安全性、炮制手法,都有可能影响食材的最终呈现效果。

对此,沃尔玛选择与百年老字号合作,遵循老字号的原料验收标准,对产地、等级进行严格分级,由老字号深度参与配料确认、原料验收以及生产关键环节品控。

一位老字号传承人告诉《降噪NoNoise》,中药材讲究一个「道地性」,老字号的优势之一便是长期积累下来的原料溯源能力,这种溯源从田间地头就开始,种植环境、品种、等级都已形成严苛标准。另一个优势是炮制工艺。

这意味着沃集鲜的药食同源系统要遵循双重品控体系——既有沃集鲜「配料简单、原料鲜、产地鲜、体验鲜」的四原则把关,也遵循百年老字号的全链路标准。

只有同时满足这两点,药食同源才能为顾客带来商品上的新鲜体验,而不只是一个概念性的点缀。

药食同源只是一个主题,真正值得关注的是沃尔玛在这个主题上的处理方式。它没有把「药食同源」当作一个标签,而是把它拆解成不同人群、不同餐食场景、不同商品形态,再用研发和供应链把这些需求重新组织起来。

这背后反映的是零售自有品牌竞争逻辑的一次变化。当商品越来越容易复制,真正的竞争壁垒正变成围绕消费趋势持续组织商品、整合供应链、完成规模化创新的系统性能力。

谁拥有把一个消费趋势做出「颗粒度」的能力,谁就有可能在商品力的命题中交出高分答卷。

从这个意义上说,沃集鲜提供的不只是一个药食同源样本,更是一种零售商品创新的新思路。

注:文/罗拉 ,文章来源:降噪NoNoise,本文为作者独立观点,不代表亿邦动力立场。

文章来源:降噪NoNoise

广告
微信
朋友圈

FAQ回顾

药食同源商品可以覆盖哪些日常消费场景?

药食同源商品可覆盖早餐、下午茶、加班宵夜、睡前、家庭烹饪、节日礼赠等多类日常场景,对应可开发吐司、饼干、水饮、粥料、调味品、节日食品等多元品类,高频融入消费者饮食生活。

沃集新药食同源系列商品有什么核心特点?

沃集新药食同源系列核心特点有二:一是商品创新体系化,基于细分消费场景反向开发,覆盖多品类全时段需求;二是研发专业化,联合百年老字号依据经典古方开发,遵循双重品控标准保障品质。

当前零售企业打造自有品牌的核心壁垒是什么?

当前零售企业打造自有品牌的核心壁垒是围绕消费趋势持续组织商品、整合供应链、完成规模化创新的系统性能力,需基于自身核心用户画像做需求洞察,而非跟风开发热销品走大牌平替路线。

近年消费者对健康饮食的需求发生了哪些变化?

2020年消费者健康饮食重点关注低卡路里、无糖、天然功能性成分、零添加等方向;2025年消费者健康饮食需求转向精准营养、科学背书、药食同源、控糖低GI、轻量化等方向。

这么好看,分享一下?

朋友圈 分享

APP内打开

+1
+1
微信好友 朋友圈 新浪微博 QQ空间
关闭
收藏成功
发送
/140 0