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东方甄选2026财年年度业绩:自营产品GMV占比达52.6% APP付费会员人数创新高

亿邦动力 2026-08-24 09:21
亿邦动力 2026/08/24 09:21

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本文公布了东方甄选2026财年的核心业绩,干货信息总结如下

本财年东方甄选整体业绩表现亮眼,核心要点如下:

1. 整体营收利润:总营收57亿元,剔除分拆影响同比增长36.3%,毛利20亿元同比增长45.2%,成功实现扭亏为盈;下半年增长提速,营收、净利润同比分别增长53.7%、196.8%。

2. 核心业务进展:自营产品GMV占总GMV的52.6%,累计推出1009款自营产品,坚持“三高”原则,全链路建立高标准品控,每年投入数千万元用于质量检测。

3. 渠道与未来规划:东方甄选APP付费会员达35.3万创历史新高,抖音直播矩阵扩展到18个账号,线下已经布局多家门店和百台自动售货机,未来将加速自营研发,扩充团队,搭建全域会员生态。

东方甄选的发展经验,对品牌商布局业务有诸多参考,核心干货如下

当前东方甄选的业务已经跑通新增长模式,可参考的方向如下:

1. 产品研发层面,围绕家庭全场景拓展品类,从生鲜延伸到多个日用品类,坚持高安全度、高品位、高质价比的三高原则,建立全链路标准化品控体系,执行高于行业的检测标准,靠高品质打造爆品,多款新品首发GMV破千万。

2. 渠道布局层面,搭建自有APP私域+抖音公域矩阵+线下多场景的全域渠道,通过长效会员运营兼顾购物与内容需求,线下联动原有资源拓展合作门店,打通线上线下会员双向导流,提升用户粘性。

3. 长期战略层面,坚持长期主义,重视用户信任,持续投入人才团队建设,为业务扩张提供保障,接下来将升级自营开发模式,布局全球化产品,增长空间清晰。

东方甄选的最新动态,给广大电商卖家提供了机会参考和可借鉴经验,核心干货如下

从东方甄选的业绩和战略来看,行业当前的增长方向和可学习内容如下:

1. 模式验证:东方甄选通过主打自营产品实现扭亏为盈,本财年自营GMV占比超五成,下半年营收增速超过五成,说明高品质自营模式已经跑通,是值得卖家尝试的增长方向。

2. 渠道机会:单纯依赖公域流量的模式增长受限,卖家可尝试布局自有私域,通过会员长效运营提升复购,同时可结合自身资源拓展线下门店、自动售货机等场景,打开新增长空间。

3. 可学习的运营经验:要重视品控投入,建立高于行业标准的质检机制获取用户信任,通过爆品策略拉动增长,同时要搭建有竞争力的薪酬体系吸纳核心人才,为长期增长打好基础。

东方甄选的业务扩张,给工厂带来了新的商业机会和转型启示,核心干货如下

东方甄选的战略调整,对供应链端的工厂有这些影响和启示:

1. 产品生产要求:东方甄选对产品品质要求远高于行业标准,从原料到履约全环节都有标准化管控,要求工厂匹配更高的品控能力,才能获得合作资格,产品设计需要围绕家庭全场景需求开发,符合三高原则才能获得市场认可。

2. 商业合作机会:东方甄选下一财年将加速自营产品研发上新,产品和品控团队规模计划翻倍,还将推进全球化双向产品布局,对优质供应链的需求会持续提升,符合品质要求的工厂将获得更多稳定的合作订单。

3. 转型启示:工厂可以和东方甄选这类品牌深度合作,直接对接C端消费需求,快速调整生产和设计,依托品牌的流量和品控体系打造爆品,提升自身的盈利能力和抗风险能力。

从东方甄选的动态可以看出直播电商行业的新需求,给服务商带来了这些机会,核心干货如下

行业发展进入新阶段,服务商可把握以下新趋势和客户需求

1. 行业发展趋势:当前直播电商已经从流量竞争转向产品和私域竞争,越来越多品牌开始发力自营产品、全域布局和会员运营,对品控、人才、渠道配套服务的需求大幅提升。

2. 品牌客户核心痛点:品牌扩张过程中,需要解决全链路品控检测、核心人才招聘、全域会员体系搭建、线下场景落地等多个问题,自身很难独立完成所有环节,对专业服务商的需求旺盛。

3. 服务商机会:品控检测服务商可把握品牌增加质检投入的趋势,拓展业务;人才服务商可针对主播、产品研发、品控等核心岗位提供精准服务;线下零售服务商可对接品牌线下扩张需求,提供场地、运营等相关支持。

东方甄选的战略布局,反映了商家对平台的新需求,给平台商运营带来了这些参考,核心干货如下

从东方甄选的布局来看,平台商可关注这些信息调整运营策略

1. 商家的最新需求:当前品牌商家不再满足于单一平台流量,越来越多头部品牌开始布局自有私域,搭建自己的会员体系沉淀用户,同时也需要和公域平台保持深度合作获取流量,对多平台布局的需求提升。

2. 可参考的运营做法:公域平台可参考抖音和东方甄选的合作模式,支持品牌搭建直播矩阵,开放资源助力品牌多账号增长,实现平台和品牌的共赢;线下场景平台可对接品牌线下扩张需求,打通线上线下会员体系,实现双向导流增长。

3. 需要关注的风向:品牌自有私域布局会带来一定的用户分流,平台需要优化自身的商家服务体系,提升对品牌的吸引力,同时可针对性招商优质自营品牌,丰富平台的商家结构。

东方甄选的最新业绩和战略,反映了直播电商产业的新动向,对产业研究有较高参考价值,核心干货如下

当前直播电商产业出现了这些新变化,可作为研究基础

1. 商业模式升级:早期直播电商以代销带货为主,东方甄选本财年自营GMV占比达到52.6%,并且依靠自营实现扭亏为盈,证明自营模式已经成为直播电商新的成熟商业模式,行业升级趋势明显。

2. 渠道布局变革:行业已经从单一公域线上布局,转向“自有私域APP+公域直播矩阵+线下多场景”的全域布局,品牌开始搭建线上线下一体化的全域会员生态,通过内容加购物的模式提升用户认同感。

3. 竞争核心转移:行业竞争已经从流量价格竞争转向产品品质和品牌壁垒竞争,头部品牌纷纷加大产品研发、品控和人才投入,坚持长期主义,这是当前直播电商产业发展的核心新动向。

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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 releases the key performance results of East Buy for its 2026 fiscal year, with key takeaways summarized below:

East Buy delivered strong overall performance this fiscal year, with core highlights as follows:

1. Overall revenue and profit: The company posted total revenue of 5.7 billion yuan, representing a 36.3% year-over-year increase after excluding the impact of business spin-offs. Gross profit reached 2 billion yuan, up 45.2% year-over-year, and the company successfully returned to profitability. Growth accelerated in the second half of the fiscal year, with revenue and net profit rising 53.7% and 196.8% year-over-year respectively.

2. Core business progress: Private-label products accounted for 52.6% of the company’s total GMV. East Buy has launched a cumulative total of 1,009 private-label products, adhering to its "three highs" principle: high safety, high quality taste and design, and high cost-performance. It has established full-link, high-standard quality control, and invests tens of millions of yuan annually in product quality testing.

3. Channels and future plans: East Buy’s paid membership on its self-operated app reached a record high of 353,000. Its Douyin live streaming matrix has expanded to 18 accounts. The company has already opened multiple offline stores and deployed 100 vending machines. Going forward, it will accelerate private-label product R&D, expand its team, and build a full-channel membership ecosystem.

East Buy’s development experience offers valuable references for brands looking to expand their business, with key insights summarized below:

East Buy has validated a new sustainable growth model, with key takeaways for brands as follows:

1. Product R&D: Expand product categories across all household scenarios, extending from fresh produce to multiple daily consumer goods categories. Adhere to the "three highs" principle of high safety, high taste/design, and high cost-performance. Build a full-link standardized quality control system with testing standards higher than industry averages, and leverage high quality to develop hit products. Multiple of East Buy’s new products have generated over 10 million yuan in GMV on their launch day.

2. Channel layout: Build a full-channel ecosystem combining a self-owned app for private domain operations, a public domain matrix on Douyin, and multi-scenario offline presence. Use long-term membership operations to meet both users’ content consumption and shopping needs. Expand offline partner stores by leveraging existing resources, connect two-way traffic between online and offline membership systems, and improve user retention.

3. Long-term strategy: Stick to long-term thinking, prioritize building user trust, and continuously invest in team development to support business expansion. East Buy will next upgrade its private-label development model and expand into global product sourcing and sales, leaving clear room for future growth.

East Buy’s latest updates provide opportunity references and actionable insights for e-commerce sellers, with key takeaways summarized below:

Based on East Buy’s performance and strategy, the following are the current industry growth directions and key lessons for sellers:

1. Model validation: East Buy achieved profitability by focusing on private-label products, which accounted for over half of its total GMV this fiscal year. Its revenue growth exceeded 50% in the second half of the fiscal year, proving that the high-quality private-label model is viable and a promising growth direction worth exploring for sellers.

2. Channel opportunities: Growth from relying solely on public domain traffic is increasingly limited. Sellers can explore building their own private domain, increase repeat purchases through long-term membership operations, and expand into new growth scenarios such as offline stores and vending machines based on their own available resources.

3. Actionable operational insights: Prioritize investment in quality control, establish a quality inspection mechanism that exceeds industry standards to earn user trust, and drive growth through a hit product strategy. In addition, build a competitive compensation framework to attract core talent, laying a solid foundation for long-term growth.

East Buy’s business expansion brings new commercial opportunities and transformation insights for factories, with key takeaways summarized below:

East Buy’s strategic adjustments have the following implications and insights for factories on the supply side:

1. Production requirements: East Buy enforces far stricter product quality standards than the industry average, with standardized control across all links from raw materials to order fulfillment. Factories must match higher quality control capabilities to qualify for cooperation. Product design needs to cater to all household scenarios and align with the "three highs" principle to win market recognition.

2. Business cooperation opportunities: East Buy will accelerate the R&D and launch of new private-label products in the next fiscal year, planning to double the size of its product and quality control teams, and advance its two-way global product layout. This will continuously boost demand for high-quality supply chains, and factories that meet quality requirements will secure more stable cooperation orders.

3. Transformation insights: Factories can deepen cooperation with brands like East Buy to directly access C-end consumer demand, adjust production and design quickly, and develop hit products leveraging the brand’s traffic and quality control system. This helps improve factories’ own profitability and risk resilience.

East Buy’s latest moves reveal new demand emerging in the live-streaming e-commerce industry, bringing new opportunities for service providers, with key takeaways summarized below:

As the industry enters a new development stage, service providers can capitalize on the following new trends and customer demands:

1. Industry development trend: Live-streaming e-commerce has shifted from competing for traffic to competing on products and private domain operations. A growing number of brands are focusing on developing private-label products, building full-channel layouts, and scaling membership operations, leading to a sharp increase in demand for supporting services in quality control, talent recruitment, and channel development.

2. Core pain points for brand clients: During expansion, brands need to address multiple challenges including full-link quality control testing, core talent recruitment, full-channel membership system construction, and offline scenario implementation. It is difficult for brands to complete all these links independently, creating strong demand for professional third-party service providers.

3. Opportunities for service providers: Quality control and testing service providers can capitalize on brands’ increasing investment in quality inspection to grow their business; talent service providers can offer targeted services for core positions including streamers, product R&D specialists, and quality control staff; offline retail service providers can meet brands’ offline expansion demand by providing support for site acquisition, operations and other related services.

East Buy’s strategic layout reflects brands’ new demand for platforms, providing references for platform operators, with key takeaways summarized below:

Based on East Buy’s layout, platforms can adjust their operational strategies with the following insights:

1. Latest demand from brands: Today’s brand merchants are no longer satisfied with relying on a single platform for traffic. A growing number of leading brands are building their own private domains and membership systems to retain users, while still needing deep cooperation with public domain platforms to acquire new traffic. Demand for multi-platform layout is rising.

2. Reference operational practices: Public domain platforms can learn from the cooperation model between Douyin and East Buy: support brands to build live streaming matrices, open up platform resources to help brands grow across multiple accounts, and achieve win-win growth for both the platform and brands. Offline scenario platforms can meet brands’ offline expansion demand, connect online and offline membership systems, and unlock two-way traffic growth.

3. Key industry trends to watch: Brands’ private domain布局 will lead to some user分流 away from public platforms. Platforms need to optimize their merchant service system to improve attractiveness to brands, and proactively source high-quality private-label brands to enrich their merchant structure.

East Buy’s latest performance and strategy reveal new trends in the live-streaming e-commerce industry, offering high reference value for industry research, with key takeaways summarized below:

The following new changes have emerged in the live-streaming e-commerce industry, which can serve as a foundation for research:

1. Business model upgrade: Early live-streaming e-commerce focused mainly on agency-based sales. In this fiscal year, private-label products accounted for 52.6% of East Buy’s total GMV, and the company returned to profitability relying on its private-label business. This proves that the private-label model has become a new mature business model for live-streaming e-commerce, and the industry is clearly trending upward in structural upgrade.

2. Channel layout transformation: The industry has shifted from single-channel online public domain layout to a full-channel "private-label app + public domain live streaming matrix + multi-scenario offline presence" model. Brands are now building integrated online-offline full-channel membership ecosystems, and increasing user identification through a combined content-commerce model.

3. Shift in core competitive focus: Industry competition has shifted from competing on traffic pricing to competing on product quality and brand moats. Leading brands are increasingly increasing investment in product R&D, quality control and talent development, and embracing long-term thinking. This is the core new trend in the current development of the live-streaming e-commerce 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.

日前,东方甄选(1797.HK)公布2026财年业绩。2025年6月1日至2026年5月31日,公司总营收为57亿元,若剔除分拆产生的影响,公司财年总营收同比增长36.3%。

本财年,东方甄选毛利为20亿元,同比增加45.2%,经营利润为6.6亿元人民币,相比去年同期,公司实现扭亏为盈。在2026财年下半年,东方甄选同比增长速度显著提升,公司营收和净利润同比分别增长53.7%和196.8%。

自营产品GMV占总GMV约52.6%

截至2026年5月31日,东方甄选总体GMV达102亿元,其中,自营产品带来的GMV为54亿元,占总GMV约52.6%。

报告期内,东方甄选已累计推出1009款自营产品,秉持“高安全度、高品位、高质价比”的“三高”原则,东方甄选围绕家庭场景,研发更多新品,产品品类由最初的生鲜零食,逐步拓展至营养保健、纸品、个护清洁、家居家纺、服饰内衣等。

财报会上,东方甄选执行总裁孙进介绍,在自营产品数量不断增加的同时,爆品数量也在不断涌现,多款自营产品在上新首日就已售罄或爆卖。

例如,今年7月,东方甄选推出精炖燕窝,全网首发当天GMV近2000万元,东方甄选自营“胶原蛋白肽”于日前首发,截至8月19日GMV已超过2000万元。

孙进表示,下一财年,东方甄选自营品的研发和上新都会不断加速,公司计划持续扩充产品团队,并加大投入品控。据公开信息显示,东方甄选的产品人员、品控人员规模有望翻倍。

针对自营品的品质,东方甄选从原料溯源、生产加工、出厂检测到仓储履约全环节,均设立标准化管控机制,对全品类自营产品执行高于行业的安全检测要求。

财报显示,目前,东方甄选自营产品已有超过2.6万份质量检验报告,公司每年投入数千万元用于产品检测。据孙进介绍,除自营产品外,公司每年将额外投入1000万元用于外链(代销)产品的质检中。

APP付费会员数达35.3万 创历史新高

渠道方面,在线上渠道,东方甄选APP累计注册用户数超1000万,已付费会员数量达35.3万人,创下历史新高。

在自有APP,东方甄选建立标准化会员长效运营机制,稳定输出专属消费福利,例如,东方甄选APP每月固定开设会员折扣专场、定向发放会员优惠券包,持续迭代会员开卡礼遇,推出续费优惠及会员任务体系,提升用户活跃度,全方位提升会员续费率与消费频次。

在内容上,东方甄选APP也为会员提供更多专属服务,例如专属直播、多项免费知识权益,兼顾了消费者的购物消费需求与精神价值供给。对于抖音平台,东方甄选也在加大投入力度,高度重视发展抖音直播矩阵。

本财年,东方甄选在抖音平台新开、升级了11个直播账号,总体抖音直播矩阵号已达18个。财报会上,东方甄选公布,与抖音平台高频、密切保持合作,后续计划开设更多抖音直播间。

对于线下渠道,东方甄选也在本财年启动、加快全国布局速度。

2026年5月,东方甄选在北京中关村开设首家线下体验店。2026年 7月,东方甄选已与新东方集团旗下校区开展合作,分别于西安、郑州开设门店,将线下体验由标杆直营店向“合作经营”模式延伸。下半年,东方甄选计划在新东方在读人数前十的城市,继续开设线下店。

同时,东方甄选还在全国26个城市,布局100多台自动售货机,后续将进一步扩大 布局范围,覆盖写字楼、社区、学校、企业等场景。

未来将升级自营产品开发模式 大力投入人才团队建设

东方甄选执行总裁孙进在财报会上表示:“进入27财年,我们继续保持了较为强劲的增长势头,各个指标都是非常健康的。我们坚持长期主义,永远做难的事情,有壁垒的事情,我们不只看几个月、一两年,而是看三年以后公司能不能持续得到用户信任。”

针对自营产品,东方甄选在财报中表示,自营产品的开发模式将全面升级,转型为体系化、矩阵化、周期性长效产品运营,搭建完整自营产品矩阵,完善围绕家庭所需的全场景供给。公司将全球化前瞻布局作为中长期核心战略,并将分阶段落地海内外双向产品布局。

针对会员服务及渠道布局,东方甄选正在搭建“线上+线下”一体化全域会员生态,围绕权益运营、全渠道互通、内容增值及线下协同落地系统化运营动作,持续提升会员粘性、复购与品牌认同感。

财报显示,东方甄选将联动新东方全国线下教学网点,落地会员开卡、线下体验模式,开辟线下专属开会员通路,线下门店持续沉淀会员,线上、线下会员双向导流,从而整体持续吸引更多消费群体。

与此同时,为保障战略落地,东方甄选表示,将大力投入人才团队建设。

截至2026年5月31日,东方甄选自营产品及直播电商团队人员总数达1812人。目前,东方甄选已开发专业人才库,重点吸纳主播、产品研发、品控质检等核心人才。

财报会上,东方甄选公布,高度重视吸纳优秀主播人才,以推出更多更好的直播活动和内容。据孙进介绍,东方甄选已由去年12月份的20余位主播,发展到目前80余人的上播团队,并将在27财年继续扩充至超百人。

同时,为了开发更多自营产品、把控品控质量,东方甄选对于产品经理团队、品控团队,均计划翻倍扩充优秀人才。公司也已搭建体系完善、具备竞争力的薪酬与考核机制,让更多付出的员工能有更好的回报。

亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

本文首发于 亿邦动力 官方网站

文章来源:亿邦动力

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东方甄选2026财年的经营业绩如何?

2025年6月1日至2026年5月31日,东方甄选总营收57亿元,剔除分拆影响同比增长36.3%;毛利20亿元,同比增长45.2%;经营利润6.6亿元,实现扭亏为盈,总GMV达102亿元,自营产品GMV占比约52.6%。

东方甄选APP付费会员有哪些权益?

东方甄选APP为付费会员提供每月会员折扣专场、定向发放优惠券包、开卡续费优惠等专属消费福利,还提供专属直播、多项免费知识权益,兼顾用户的购物消费需求与精神价值供给。

东方甄选自营产品有什么品控保障?

东方甄选自营产品从原料溯源、生产加工、出厂检测到仓储履约全环节设立标准化管控机制,执行高于行业的安全检测要求,目前已有超2.6万份质量检验报告,年投入数千万元用于产品检测。

东方甄选线下渠道布局规划是什么?

东方甄选已在北京、西安、郑州开设线下门店,在全国26个城市布局100多台自动售货机,后续计划在新东方在读人数前十的城市继续开设线下店,进一步扩大自动售货机布局范围。

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