1, Carver's beef brisket went up in smoke. This is a play. Carver's differentiation is very good and his brain hole is good.

2. Three squirrels became the Internet and got lost in the physical store. The risk of three squirrels comes from the instability of supply chain, which is fatal.

3. Xiaomi's greatest success is to defeat the cottage and upgrade the low-cost consumption of low-end people. This is a great thing. At the same time, Xiaomi control kidnapped a part of the supply chain, low price and high distribution+fan economy = Xiaomi won in the first half.