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酒吧88元一杯 盒马9.9元一套:一杯冰如何抹平了调酒的门槛

木鱼 2026-07-29 11:23
木鱼 2026/07/29 11:23

邦小白快读

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本文核心披露了被主流零售业长期忽视的冰品类正在快速崛起,给想尝试在家调酒的普通消费者带来了新的便捷选择,核心干货如下

1. 目前一线城市人均年消费冰杯已经达到48杯,远超咖啡人均20杯的消费量,在家调酒已经成为大众化日常消费新趋势

2. 盒马推出的9.9元三合一调酒冰组合,搭配整合陈列的特调迷你Bar,把基酒、饮料、冰整合在一起,不需要自己凑材料,解决了新手不会搭配、嫌麻烦的痛点,拿来就能调

3. 盒马冰品采用符合国标的高品质生产标准,比餐饮店自制和小厂冰更干净卫生,融化速度慢,基础冰杯价格仅2.5元,性价比非常高

本文给酒水、零售类品牌提供了小品类破局、大品类增量的参考,核心干货如下

1. 消费趋势层面,国内洋酒渗透率仅约2%,存在巨大增量空间,消费者已经产生在家调酒的尝试需求,但被知识门槛、配方门槛、操作门槛卡住,尚未释放需求

2. 营销渠道层面,可以借鉴盒马以场景替代品类的思路,将跨品类、跨温层的商品整合为场景解决方案,降低用户决策成本,可通过低客单价小品类做引流,带动高价值大品类增长,案例中冰杯组合首月带动伏特加销量提升250%,效果显著

3. 定价竞争层面,不要靠牺牲品质打价格战,要通过工艺优化、规模效应摊薄成本,靠品质加价格的双重优势挤压竞争对手空间

本文挖掘了零售赛道中小品类的新增量机会,给各类线上线下零售卖家提供了可借鉴经验与风险提示,核心干货如下

1. 机会层面,原本被主流渠道忽略的冰品类已经进入高速增长期,盒马慢融冰月环比增速超50%,世界杯期间冰杯类目同比增长超30%,一线城市人均年消费达48杯,同时在家调酒场景兴起带动小规格洋酒同比增长30%以上,增量空间明确

2. 可学习的经验:打破传统按品类分区陈列的规则,针对具体消费场景做跨品类整合陈列,推出组合套装降低用户决策门槛,能有效带动全品类销售增长

3. 风险提示:冰品类对冷链储存运输、品控管理要求较高,单纯靠低价竞争没有竞争优势,入场需要提前布局供应链和品控体系

本文给食用冰及相关快消生产工厂指明了新的商业机会与发展方向,核心干货如下

1. 产品生产设计需求层面,终端消费市场对冰品的需求已经从合格可食用,升级为符合专业调酒场景的高品质需求,要求冰品干净无杂质、融化慢、不易碎裂,对生产工艺和品控提出了更高要求

2. 商业机会层面,国内共有6100多家食用冰工厂,但拿到FSSC 22000或BRCGS双认证的仅4家,大部分工厂只满足基础国标要求,不重视体验指标,高品质冰品供给缺口大,头部零售平台有稳定的大规模高品质冰需求

3. 发展启示:要主动升级生产工艺,建立完善的全流程品控体系,绑定头部零售平台打开销路,靠规模效应摊薄成本,建立竞争优势

本文梳理了零售和冰品行业的新发展趋势,暴露了行业现存痛点,给相关服务商指明了新的业务方向,核心干货如下

1. 行业发展趋势:当前零售行业已经从品类竞争转向场景竞争,用场景整合旧商品成为新的创新方向,冰品类的崛起也带动了对高品质生产、品控、冷链物流的新需求

2. 客户痛点:生产端多数冰品工厂缺乏完善的品控管理体系和合规认证能力,难以满足头部零售平台的高品质要求;零售端多数卖家缺乏场景化整合运营、跨品类陈列设计的能力,无法匹配用户降决策成本的需求

3. 解决方案方向:服务商可以针对生产端提供品控体系搭建、认证咨询、生产工艺升级服务,针对零售端提供场景化设计、跨品类运营方案服务,还可以针对冰品类运输特性升级冷链物流相关产品

本文通过盒马冰杯案例,给零售平台的运营发展提供了新的思路,核心干货如下

1. 用户需求变化:当前商品供给极度充裕,用户需要的不是更多选择,而是更少决策,零售平台需要从提供多品类商品,转向为用户提供完整的场景化解决方案

2. 运营管理新思路:可以打破传统按品类划分货架的逻辑,针对具体消费场景整合跨品类、跨温层商品做组合陈列与销售,发掘小品类的战略价值,低客单价小品类可以作为引流入口,带动高价值大品类的增长,案例中试点门店调酒吧品类环比增长200%,效果突出

3. 风向提示:选品不能只看单品类GMV与利润,还要关注品类的生态撬动价值,对和新生活方式强关联的小品类可以提前布局,同时要注意建立完善的供应链品控体系,保障商品品质稳定,才能建立长期竞争力

本文通过盒马冰杯的实操案例,展现了中国零售产业的新动向,为零售产业研究提供了鲜活的研究样本,核心干货如下

1. 产业新动向:当前零售竞争逻辑已经发生改变,传统零售选品优先高周转、高客单、低损耗商品,现在已经转向以场景作为竞争单元,用场景重新组织原有商品,就能发掘出原本被忽视小品类的商业价值

2. 新商业模式总结:当前品类创新不需要创造新商品,核心是重新梳理商品和用户的关系,把分散的商品整合成解决用户具体需求的场景方案,低客单价小品类可以作为流量入口,撬动大品类增长获得战略价值,这是值得研究的新商业模式

3. 竞争壁垒新逻辑:单点生产工艺没有秘密,系统性品控体系、长期积累的用户心智、规模带来的成本优势三者叠加才是真正的不可替代的壁垒,丰富了零售产业竞争的研究结论

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Quick Summary

This article reveals that ice products, a category long overlooked by mainstream retail, are growing rapidly, bringing new convenient options for consumers who want to mix cocktails at home. Key takeaways are as follows:

1. Per capita annual consumption of ice cups in China's first-tier cities has reached 48 cups, far exceeding the 20-cup per capita consumption of coffee, making at-home cocktail mixing a new mass-market daily consumption trend.

2. Hema has launched a 9.9-yuan three-in-one cocktail ice set, paired with a specially-displayed mini at-home bar. It integrates base spirit, mixer and ice together, eliminating the need for users to source separate ingredients. This solves the pain points for new cocktail makers who lack matching knowledge and find the process too much hassle—users can mix a drink straight away.

3. Hema's ice products are produced under high-quality national standards, making them cleaner and more hygienic than self-made ice from food service outlets or ice from small manufacturers. They also melt slower, and basic ice cups cost only 2.5 yuan each, delivering very strong value for money.

This article offers insights for breaking into new categories and driving incremental growth for alcohol and retail brands. Key takeaways are as follows:

1. In terms of consumption trends: Imported spirits have a penetration rate of only around 2% in China, leaving enormous room for growth. Consumers are already interested in trying to mix cocktails at home, but demand has not yet been released, constrained by knowledge barriers, formulation barriers and operational barriers.

2. In terms of marketing and distribution: Brands can learn from Hema's "scene over category" approach, integrating cross-category, cross-temperature products into complete scene-based solutions to reduce user decision costs. Low-price small categories can be used as a traffic driver to boost sales of high-value large categories. In Hema's case, the cocktail ice set drove a 250% month-over-month increase in vodka sales in its first month, delivering significant results.

3. In terms of pricing and competition: Brands should not cut prices at the expense of quality. Instead, they can lower costs through process optimization and economies of scale, and squeeze competitors out of the market with a dual advantage of quality and price.

This article explores new incremental opportunities for small categories in the retail track, offering actionable insights and risk warnings for both online and offline retail sellers. Key takeaways are as follows:

1. In terms of opportunities: The ice category, once ignored by mainstream channels, has entered a period of rapid growth. Hema's slow-melt ice has recorded a month-over-month growth rate of over 50%, and ice cup category sales grew more than 30% year-over-year during the World Cup. Per capita annual consumption in first-tier cities reaches 48 cups, and the rise of the at-home cocktail trend has driven more than 30% year-over-year growth in small-size spirits, with clear room for incremental growth.

2. Actionable insights: Sellers can break the traditional rule of categorizing in-store displays by product category, instead creating cross-category integrated displays for specific consumption scenarios, and launching bundled sets to lower user decision thresholds. This can effectively drive overall category sales growth.

3. Risk warnings: The ice category has high requirements for cold chain storage, transportation and quality control. Competing purely on price does not build a sustainable competitive advantage, so players must lay out supply chain and quality control systems in advance before entering the market.

This article points out new business opportunities and development directions for edible ice and related fast-moving consumer goods manufacturers. Key takeaways are as follows:

1. In terms of product design and manufacturing requirements: Terminal consumer demand for ice products has upgraded from "safe for consumption" to high-quality products that meet the requirements of professional cocktail-making scenarios, calling for ice that is clean, impurity-free, slow-melting and resistant to breaking, which raises higher requirements for production processes and quality control.

2. In terms of business opportunities: There are more than 6,100 edible ice manufacturers in China, but only 4 hold both FSSC 22000 and BRCGS certifications. Most manufacturers only meet basic national standards and do not prioritize user experience indicators, leaving a large supply gap for high-quality ice products. Leading retail platforms have stable, large-scale demand for high-quality ice.

3. Development insights: Manufacturers should actively upgrade production processes, build complete full-process quality control systems, partner with leading retail platforms to open up sales channels, lower costs through economies of scale, and build sustainable competitive advantages.

This article sorts out new development trends in the retail and ice industries, identifies existing industry pain points, and points out new business directions for relevant service providers. Key takeaways are as follows:

1. Industry development trends: The retail industry has shifted from category-based competition to scene-based competition, and integrating existing products around specific scenarios has become a new direction for innovation. The rise of the ice category has also driven new demand for high-quality production, quality control and cold chain logistics services.

2. Client pain points: On the production side, most ice manufacturers lack complete quality control management systems and compliance certification capabilities, making it hard for them to meet the high-quality requirements of leading retail platforms. On the retail side, most sellers lack capabilities in scenario-based integrated operation and cross-category display design, and cannot meet users' demand for lower decision costs.

3. Directions for solutions: Service providers can offer quality control system building, certification consulting and production process upgrading services to producers, and scenario design and cross-category operation solution services to retailers. They can also upgrade cold chain logistics products tailored to the transportation requirements of ice products.

This article draws new operational and development insights for retail platforms through the case of Hema's ice cups. Key takeaways are as follows:

1. Changing user demand: With current product supply already extremely abundant, what users need is not more choices, but less decision-making. Retail platforms need to shift from offering a wide range of products to providing users with complete scenario-based solutions.

2. New ideas for operation and management: Platforms can break the traditional logic of dividing shelves by category, instead integrating cross-category, cross-temperature products into bundled displays and sales for specific consumption scenarios, and tapping the strategic value of small categories. Low-price small categories can act as traffic entry points to drive growth of high-value large categories. In Hema's pilot stores, the cocktail bar category recorded 200% month-over-month growth, delivering outstanding results.

3. Trend hints: When selecting products, platforms should not only look at single-category GMV and profit, but also the ecosystem leverage value of the category. They can lay out small categories strongly associated with new lifestyles in advance. At the same time, they need to build a complete supply chain and quality control system to guarantee stable product quality to build long-term competitiveness.

This article showcases new trends in China's retail industry through the practical case of Hema's ice cups, providing a vivid research sample for retail industry research. Key takeaways are as follows:

1. New industry trends: The competitive logic of retail has changed. Traditional retail prioritizes high-turnover, high-margin, low-loss products for assortment, but competition now centers on scenarios. Reorganizing existing products around specific scenarios can unlock the commercial value of small categories that were previously overlooked.

2. Summary of a new business model: Current category innovation does not require creating entirely new products. The core is to re-frame the relationship between products and users, integrating scattered products into scenario-based solutions that address specific user needs. Low-price small categories can act as traffic entry points to drive growth of large categories and deliver strategic value, which is a new business model worthy of in-depth research.

3. New logic for competitive moats: Individual production processes hold no secrets. The combination of a systematic quality control system, long-built user mindshare, and cost advantages from scale forms a truly irreplaceable competitive moat, which enriches research conclusions on competition in the retail industry.

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.

过去二十年,中国零售业有一条不成文的选品铁律:优先做高周转、高客单、低损耗的商品。

冰块恰恰踩了所有红线——储存需要零下18度冷链,运输途中容易碎裂融化,单价只有几块钱,还得花大量精力教育消费者“为什么要花钱买冰”。行业对这个品类有一个精准的概括:“大厂不屑于做,小厂做不好。”导致,这个品类在主流零售渠道一直缺席。

但最近几年,壹览商业观察到冰这个品类在盒马增速引人注目。从2021年上线至今,盒马冰杯五年迭代三次,基础冰杯单价从4.9元降至2.5元,慢融系列自今年3月上架后保持月环比50%以上增速。一线城市人均年消费冰杯已达48杯——作为参照,咖啡人均消费量为20杯。

特别是今年世界杯期间,正在“慢融足球冰”销售周环比增长220%,冰杯类目同比去年增长超30%。

这些数字直指一个核心问题:一个被主流零售业集体忽视的小品类,客单价不过几块钱,盒马为什么要投入五年。壹览商业在深度调研之后,发现,答案不在冰里,在冰之外。

01

一个被误判的消费场景

调酒长期被视为“小众”需求,行业普遍判断是“中国人只会在酒吧喝调酒,没有在家喝调酒的习惯”。但盒马的数据提供了另一套叙事。

2023年,盒马发现冰杯销量暴增的同时,小瓶装洋酒(50ml-200ml)也在以同比30%以上的速度增长。酒水采购张天宇去门店调研,一位消费者说:“我不太懂酒,但刷到帖子说伏特加兑橙汁就是螺丝起子,觉得很简单就想试试。”

这个反馈指向一个事实:消费者不是不想调酒,而是被三重门槛卡住了——不知道买什么酒(知识门槛),不知道怎么搭配(配方门槛),嫌凑齐所有东西太麻烦(操作门槛)。传统商超按品类分区陈列——洋酒区、软饮区、冰柜分散在不同位置——把本该连贯的决策流程切得稀碎。

盒马的做法是推出“特调迷你Bar”,把三个品类的“分散购买”整合为一次“调酒套装”决策,用户不需要懂配比、不需要东奔西跑,拿来就调。2026年3月线上推出调酒组合,这套产品包含足球冰、方冰和长条冰,售价9.9元,是罕见的三合一组合。4月在部分门店试点,把基酒、饮料和冰杯组合陈列,覆盖30余种搭配方案和60余款商品。

目前的数据是:“绝对橙意伏特加冰冰杯组合”上线首月带动绝对伏特加销量提升250%,连续三个月霸榜TOP1。试点门店调酒吧品类环比增长200%,5月全国铺开后,小规格酒增速高于整个洋酒品类。7月底,“特调迷你Bar”将覆盖全国400家门店。

请注意这组数据的结构重点:冰杯成为意想不到的“引流品”而后“转化”到洋酒的销售。

参与盒马门店设计装修迷你Bar的保乐力加中国区零售总裁杜松阳告诉壹览商业,洋酒在中国市场的渗透率仅约2%——“100杯酒被饮用,可能只有2杯是洋酒。”2%意味着巨大的增量空间,但前提是找到降低消费门槛的路径。迷你Bar提供的恰好是这条路径:把洋酒消费从需要专业知识储备的行为,变成“打开就能调”的日常体验。

02

慢融是结果,供应链才是壁垒

在壹览商业看来,盒马用迷你Bar把基酒、饮料和冰杯组合成“调酒套装”,本质上是在降低消费者的决策成本。但有一个容易被忽略的前提:如果冰块融化太快、杂质多、易碎裂,用户在家调酒的体验会大打折扣,因为酒被稀释、风味失衡、那所谓的仪式感就全无。所以,迷你Bar的场景价值,依赖于冰本身先做到“专业级”。因此盒马特别强调他们冰品的“慢融”卖点。

事实上,制冰这件事的门槛,在于它不是“冻成块就行”。食用冰是食品,国标要求菌落总数≤20 CFU/g、大肠菌群0检出。

很多餐饮店自制冷饮达不到这个标准,问题不在技术,在缺乏每日消杀制冰机的执行纪律。

工厂端的情况更值得玩味:中国6100多家食用冰工厂,通过FSSC 22000或BRCGS双体系认证的仅4家。为什么这么少?因为大部分工厂选择“够用就行”——微生物不超标、成本最低。至于透明度、气泡含量、融化速度这些体验指标,国标不要求,自然没人愿意额外花钱。

盒马在这件事上选择了拿双认证的供应商,并做出了明确要求:水处理用RO膜二级反渗透(家用净水机通常只有一级),制冰用20小时以上的缓冻工艺(行业普遍是15分钟到2小时),包装用三层共挤结构解决冷冻脆裂。

盒马告诉壹览商业,认证的意义不在于证书本身,而在于它倒逼出来的一整套管理流程——每天的水质监测、生产环境洁净度监控、出厂前的第三方全项检验——确保每一批冰的品质一致,而不是靠“今天状态好就做得好一点”。

但单点工艺并无秘密。RO膜、缓冻、三层共挤,设备买得到,工艺学得会。随着近两年冰杯市场扩大,新工厂崛起,工艺水平也在快速迭代。盒马自己也承认:“近两年工厂和工艺快速迭代,也有标准且设备很新的工厂,水平也可以达到像盒马这个梯度的标准水平。”

但这件事,真正的壁垒是三件事叠加:

第一,三点工艺形成的品质一致性和配套品控体系——臭氧和紫外双重消杀、洁净车间环境监控、第三方实验室全项检测——这些是系统性能力,不是单点突破;

第二,五年两次迭代积累的用户心智:消费者知道盒马的冰化得慢、干净、不碎裂,这种信任不是竞品降价就能短期瓦解的;

第三,规模效应正在摊薄成本。基础冰杯从4.9元降至2.5元,调酒冰组合9.9元。

盒马冰杯采购董园园强调:“不是牺牲品质带来的价格下降,而是包材工艺优化、自动化产线效率提升和供应链物流成本摊薄。”当“品质冰”的价格逼近“普通冰”的价位带时,那些靠低价竞争的对手会被双重挤压——既没有品质优势,成本优势也在消失。

03

零售竞争的逻辑变了

把冰杯案例放在更大的零售框架里看,壹览商业可以得出两个判断。

第一,盒马在用“场景”替代“品类”作为竞争单元。传统零售按品类划分货架,消费者自行完成跨品类搭配。迷你Bar本质上是一个微型场景解决方案,把冷冻(冰杯)、冷藏(饮料)、常温(酒)三个温层的商品整合为一次购买决策。这个能力依赖多温层供应链和即时配送网络——不是每个玩家都有。小红书上有用户说“这个货架治好了我的调酒焦虑”,这正是场景陈列降低认知成本的直接反馈。当商品极度充裕时,消费者需要的不是更多选择,而是更少决策。

第二,品类的战略价值不能只看GMV贡献,要看生态撬动能力。冰杯本身低客单价,年增速300%的绝对体量在零售大盘中仍有限。但它的战略价值在于“入口”属性——把渗透率仅2%的洋酒品类拉进大众日常消费场景。这才是盒马愿意花五年时间、做三次迭代、在包材上死磕近十次的真实原因:冰杯不是利润中心,而是连接器,连接的是“想喝点好的但又不想太麻烦”的用户和盒马整个微醺品类的消费场景。

这套逻辑的行业启示在于:商品极度充裕的时代,品类创新的机会不在创造新商品,而在用场景重新组织旧商品。一块冰做了几十年,零售业长期视其为运输损耗高、储存难度大的边缘品类。盒马用五年迭代回答了一个问题:用户需要的不是一块冰,而是一个“在家喝到一杯好酒”的完整解决方案。当这个答案被找到时,一个原本“太小”的品类就长出了超出自身体量的商业价值。

壹览商业认为,这对于那些长期被零售业忽视、却与特定生活方式场景强关联的小品类,类似的迭代逻辑或许同样适用:每个小商品都可以重新做一遍,重新做的不是商品,是商品与用户之间的关系。

End

注:文/木鱼,文章来源:壹览商业(公众号ID:yilanshangye ),本文为作者独立观点,不代表亿邦动力立场。

文章来源:壹览商业

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FAQ回顾

家庭调酒主要有哪些门槛?

家庭调酒主要存在三重门槛,分别是不知道选购什么酒的知识门槛、不清楚搭配方法的配方门槛、凑齐所有材料太繁琐的操作门槛,传统商超按品类分区陈列的模式也会割裂消费决策流程,进一步提升调酒难度。

盒马的特调迷你Bar能解决什么问题?

盒马特调迷你Bar将基酒、饮料、冰杯整合为调酒套装售卖,覆盖30余种搭配方案和60余款商品,用户无需了解配比、跨区域找货即可轻松调酒,上线后试点门店调酒吧品类环比增长200%,小规格洋酒增速远超行业平均。

符合食品安全标准的食用冰有什么要求?

食用冰属于食品范畴,国标要求其菌落总数≤20 CFU/g、大肠菌群0检出。高品质慢融冰还需通过FSSC 22000或BRCGS双体系认证,采用RO膜二级反渗透水处理、20小时以上缓冻工艺,保障纯净慢融无杂质。

盒马布局冰品品类的核心原因是什么?

冰品虽客单价低,但具备极强的入口属性,盒马可依托冰品撬动渗透率仅2%的洋酒品类进入大众日常消费场景,串联起想便捷饮用高品质酒饮的用户和整个微醺消费场景,具备远超自身体量的商业价值。

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