记者 郑明珠
7月21日，叮咚买菜创始人兼CEO梁昌霖在叮咚买菜供应链生态峰会上称，该公司会用商品和生态思维，取代主流的流量和平台思维，专注在生鲜、食品赛道，深耕供应链全链路。叮咚买菜方面还介绍，为了系统性地提升商品品质和差异化特色，今年叮咚买菜内部启动组织架构调整，将原有的商品开发中心改为10个独立的事业部，将商品开发、运营、品控等核心部门组织在一起，由公司10位核心高管分别带队。
据悉，这10个独立事业部分别按蔬菜豆制品、水果、水产、肉禽蛋、日配冷冻等10个大品类进行划分。此次策略调整被看作是叮咚买菜在自有品牌方向的进一步探索。
叮咚买菜在2021年提出商品力策略，核心是打造自有品牌，目前已开发出谷类品牌“良芯匠人”“有豆志”“山涧柴火”、快手菜品牌“蔡长青”“拳击虾”、烘焙品牌“保萝工坊”、黑猪肉品牌“黑钻世家”等。今年上半年，叮咚买菜还联合上游合作方成立黑猪养殖基地，服务于其旗下黑猪肉自有品牌“黑钻世家”。
叮咚买菜深入供应链源头的举措并非个例，而是顺应当前零售业“缩短链路、介入传统供应链、强化自有品牌”的转型方向。如永辉计划在未来3-5年内将自有品牌销售占比提升至40%，步步高超市3月份宣布上线自有品牌“BL”，零食量贩行业头部企业鸣鸣很忙也在今年推出自有品牌商品“红标”系列和“金标”系列。
与多数商超自有品牌仅在自有渠道销售不同，叮咚买菜部分自营品牌不仅在自家渠道售卖，而且拓展至淘宝、京东、抖音等线上渠道，并逐步布局线下七鲜、永辉等KA渠道。2024年11月，叮咚买菜旗下“黑钻世家”自有品牌在上海开出独立专卖店。
7月21日，叮咚买菜CFO兼谷雨（叮咚买菜供应链公司）董事长王松在接受经济观察报在内的媒体采访时表示，在自有品牌的外销业务方面，叮咚买菜的米面制品和肉类事业部的外销进展相对较快。不过，并非所有自有品牌从一开始就确定要走外销路线，这还需要结合商品力以及对渠道能力的理解逐步推进。
叮咚买菜今年第一季度GMV（商品交易总额）为59.6亿元，同比增长7.9%；营收为54.8亿元，同比增长9.1%；GAAP（一般公认会计原则）标准下的净利润为801.7万元，净利润率为0.1%。梁昌霖在业绩会上表示，业务数据的改善得益于战略调整和组织结构变化。
.rich_media_content{–news-tabel-th-night-color: #444444;–news-font-day-color: #333;–news-font-night-color: #d9d9d9;–news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(–news-bottom-distance);word-wrap:break-word}.rich_media_content{color:var(–news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(–news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(–news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(–news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content{color:var(–news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content>div:not(.qnt-video),.rich_media_content>section{margin-bottom:var(–news-bottom-distance)}.rich_media_content hr{margin-bottom:var(–news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{–ol-start: 1;–ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(–ol-start,1) – 1);position:relative}.rich_media_content ol[data-ex-list]>li>:first-child::before{content:counter(olCounter,var(–ol-list-style-type)) ‘. ‘;counter-increment:olCounter;font-variant-numeric:tabular-nums;display:inline-block}.rich_media_content ul[data-ex-list]{–ul-list-style-type: circle;list-style-type:none;position:relative}.rich_media_content ul[data-ex-list].nonUnicode-list-style-type>li>:first-child::before{content:var(–ul-list-style-type) ‘ ‘;font-variant-numeric:tabular-nums;display:inline-block;transform:scale(0.5)}.rich_media_content ul[data-ex-list].unicode-list-style-type>li>:first-child::before{content:var(–ul-list-style-type) ‘ ‘;font-variant-numeric:tabular-nums;display:inline-block;transform:scale(0.8)}.rich_media_content ol:not([data-ex-list]){padding-left:revert}.rich_media_content ul:not([data-ex-list]){padding-left:revert}.rich_media_content table{display:table;border-collapse:collapse;margin-bottom:var(–news-bottom-distance)}.rich_media_content table th,.rich_media_content table td{word-wrap:break-word;border:1px solid #ddd;white-space:nowrap;padding:2px 5px}.rich_media_content table th{font-weight:700;background-color:#f0f0f0;text-align:left}.rich_media_content table p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content table th{background:var(–news-tabel-th-night-color)}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content table th{background:var(–news-tabel-th-night-color)}}.rich_media_content .qqnews_image_desc,.rich_media_content p[type=om-image-desc]{line-height:20px!important;text-align:center!important;font-size:14px!important;color:#666!important}.rich_media_content div[data-exeditor-arbitrary-box=wrap]:not([data-exeditor-arbitrary-box-special-style]){max-width:100%}.rich_media_content .qqnews-content{–wmfont: 0;–wmcolor: transparent;font-size:var(–wmfont);color:var(–wmcolor);line-height:var(–wmfont)!important;margin-bottom:var(–wmfont)!important}.rich_media_content .qqnews_sign_emphasis{background:#f7f7f7}.rich_media_content .qqnews_sign_emphasis ol{word-wrap:break-word;border:none;color:#5c5c5c;line-height:28px;list-style:none;margin:14px 0 6px;padding:16px 15px 4px}.rich_media_content .qqnews_sign_emphasis p{margin-bottom:12px!important}.rich_media_content .qqnews_sign_emphasis ol>li>p{padding-left:30px}.rich_media_content .qqnews_sign_emphasis ol>li{list-style:none}.rich_media_content .qqnews_sign_emphasis ol>li>p:first-child::before{margin-left:-30px;content:counter(olCounter,decimal) ”!important;counter-increment:olCounter!important;font-variant-numeric:tabular-nums!important;background:#37f;border-radius:2px;color:#fff;font-size:15px;font-style:normal;text-align:center;line-height:18px;width:18px;height:18px;margin-right:12px;position:relative;top:-1px}.data_color_scheme_dark .rich_media_content .qqnews_sign_emphasis{background:#262626}.data_color_scheme_dark .rich_media_content .qqnews_sign_emphasis ol>li>p{color:#a9a9a9}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qqnews_sign_emphasis{background:#262626}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qqnews_sign_emphasis ol>li>p{color:#a9a9a9}}.rich_media_content h1,.rich_media_content h2,.rich_media_content h3,.rich_media_content h4,.rich_media_content h5,.rich_media_content h6{margin-bottom:var(–news-bottom-distance);font-weight:700}.rich_media_content h1{font-size:20px}.rich_media_content h2,.rich_media_content h3{font-size:19px}.rich_media_content h4,.rich_media_content h5,.rich_media_content h6{font-size:18px}.rich_media_content li:empty{display:none}.rich_media_content ul,.rich_media_content ol{margin-bottom:var(–news-bottom-distance)}.rich_media_content div>p:only-child{margin-bottom:0!important}.rich_media_content .cms-cke-widget-title-wrap p{margin-bottom:0!important}
