As if overnight, new consumption has fallen from the altar of "stars supporting the moon" and has become "the target of public criticism". Obviously, the first second is still the "sweet pastry" that the investment circle is scrambling for, and the next second seems to be the "poison" that everyone shuns away. But "fire and not fire" are just phenomena, and phenomena are never important: a thing will never become valuable because it is "fire"; Therefore, it loses its value; what is really important is to understand the essence behind the phenomenon.
However, no matter it was before the new consumption or the darling of capital, or now that the temperature is rapidly cooling down; in the noisy carnival, the Phone Number List vast majority of people have never understood consumption at all. The market is in a state of confusion: a group of analysts who do not understand consumption comment on a startup company invested by a group of investors who do not understand consumption and made by a group of entrepreneurs who do not understand consumption.
And the most shocking thing about all of this is: consumption is obviously an extremely old industry, which occupies an extremely important position in the business history of hundreds of years, and has countless great companies as models ; however, a group of new consumers Many entrepreneurs and investors still show great ignorance and arrogance. Even in the recent analysis of why the temperature has cooled, few people have really explained what the problems of new consumption are: it has nothing to do with the disappearance of traffic dividends; Doing a private domain; it is not even a return to making products and supply chains with heart.