Core Viewpoint - Yonghui Supermarket is undergoing a significant transformation by adopting the "Learning from Pang Dong Lai" model, focusing on enhancing product offerings, customer service, and employee welfare to improve overall shopping experience and operational efficiency [1][6]. Group 1: Store Transformation - The newly renovated Yonghui Supermarket in Jinan has reopened after 32 days of upgrades, bringing the total number of transformed stores nationwide to 93, with a target of reaching 150 by the end of July [1]. - The store has introduced over 4,000 new products, with the proportion of fresh food items increasing from 5% to over 20%, aligning closely with the product structure of Pang Dong Lai [2]. Group 2: Product Offerings - The supermarket features a dedicated brand area for Pang Dong Lai products, allowing customers to purchase high-quality goods at competitive prices without leaving Jinan [2]. - The fresh food section includes direct deliveries from local farms, ensuring a rapid supply chain from farm to shelf, and a strict freshness guarantee for perishable items [2]. Group 3: Customer Experience - The store layout has been optimized to enhance customer experience, with wider aisles and lower shelves for better visibility and freedom of movement [4]. - Various customer service enhancements have been implemented, including free amenities like blood pressure monitors, drinking water, and luggage storage for tourists [4]. Group 4: Employee Welfare - The transformation emphasizes employee welfare, with a doubling of staff numbers and a salary increase of over 20%, alongside improved benefits such as paid leave and employee lounges [5]. - The management believes that employee happiness is crucial for delivering quality service to customers, reinforcing the company's commitment to a positive work environment [5]. Group 5: Strategic Direction - Yonghui Supermarket aims to fully align with the Pang Dong Lai model, focusing on high-quality products, excellent service, and differentiated product development to better meet customer needs [6]. - The company is committed to becoming a national supermarket that caters to mainstream families by offering quality retail experiences [6].

新浪科技讯 5月30日上午消息，近日，在广东省农业农村厅、广东省商务厅的指导下，永辉超市启 动"辉映岭南 香约荔枝"2025永辉荔枝季助农活动，广东省农业农村厅二级巡视员陈荣、广东省商务厅 市场处一级调研员欧阳要明、湛江市农业农村局四级调研员刘建忠，以及广州市商务局等相关单位的领 导出席了活动。 据介绍，永辉超市2025年荔枝助农季预计采购广东荔枝达5000吨以上，通过全国超640家门店助力当季 农产品广开销路，以产地直采的形式，精准对接广东湛江当地的合作社与果农，构建最快24小时从田间 到门店的高效流通链路，让全国消费者第一时间品尝到正宗的岭南佳味。 5月28日，永辉联合湛江市廉江市农创优品种养专业合作社开展"荔枝首采直供仪式"，通过产地直播的 形式直击果园现场，呈现荔枝采摘、打包、装车、运输的全过程，为线下助农活动预热造势，吸引了大 量线上用户关注与互动。 据悉，首批从湛江采摘的妃子笑荔枝，最快24小时从粤西果园直达永辉门店，从广东门店到全国门店将 陆续上架。5月30日，花都融创茂店"辉映岭南 香约荔枝"专区将与消费者见面。 5月30日，永辉超市广州市第二家、花都区首家胖东来模式调改店——融创茂店正式开业 ...

据悉，此次永辉超市花都融创茂店调改升级聚焦商品力、服务力和员工力三大核心，在产品和价格上全 面学习与对标胖东来，着力打造高质价比的商品矩阵和更有温度的服务体验，全面践行"国民超市品质 永辉"的理念。 在商品方面，重新规划后的商品总数9017支，新增商品比例超过70%，调整后的商品结构接近胖东来商 品结构的80%，进口商品占比达13.5%。调改后的商品区域布局更清晰、动线更顺畅，设有胖东来自有 品牌专区、永辉优选专区以及"辉映岭南香约荔枝"乡村振兴助农专区。 永辉超市广东大区总经理陈任童表示，未来将继续发挥全链路供应链优势，通过建立"生产合作社+冷 链物流+终端零售"的直采通道，实现应季水果从产地到门店的高效流通。同时，在线下门店设置"乡村 振兴专区"，将地域特色农产品推广给全国消费者，形成"产业升级+消费升级+农民增收"的良性循环。 （文章来源：证券日报） 本报讯 （记者李雯珊）5月29日，在广东省农业农村厅、广东省商务厅的指导下，永辉超市股份有限公 司（以下简称"永辉超市"）启动"辉映岭南香约荔枝"2025永辉荔枝季助农活动。 据介绍，永辉超市2025年荔枝助农季预计采购广东荔枝达5000吨以上，通过全国超 ...

Core Insights - The core viewpoint of the articles revolves around the transformation of Yonghui Supermarket through the "Learning from Pang Donglai" initiative, which aims to enhance customer experience and operational efficiency by adopting successful strategies from the Pang Donglai model [1][4][8]. Group 1: Store Transformation and Customer Experience - Yonghui Supermarket's Tongzhou Wanda store is the first in Beijing to implement the "Learning from Pang Donglai" model, featuring new commercial services such as a dining area and home appliance sections [1][2]. - The store's layout has been significantly improved, with wider aisles (4 meters) and lower shelves (1.6 meters), enhancing visibility and shopping comfort [2][3]. - The store achieved sales of over 7 million yuan within the first four days of opening, with customer foot traffic increasing by over 200% compared to previous periods [3][8]. Group 2: Strategic Goals and Future Plans - Yonghui plans to expand the number of transformed stores to 150 by the end of July and aims for 300 by the Lunar New Year in 2026 [2][3]. - The transformation includes a focus on high-quality products, with 20% of items being freshly made, and a product structure closely resembling that of Pang Donglai [3][4]. Group 3: Industry Trends and Competitive Landscape - Other retailers, such as Wumart and Bubugao, are also adopting the "Learning from Pang Donglai" model, indicating a broader trend in the retail industry towards this transformation [5][6]. - Concerns about homogenization in the retail sector have emerged, with experts emphasizing the need for differentiation in product offerings and services to avoid merely copying the Pang Donglai model [6][9]. Group 4: Financial Performance and Challenges - Despite the positive reception of transformed stores, Yonghui Supermarket reported a decline in overall revenue, with a 14.07% drop in 2024 and a 19.32% decrease in Q1 2025, attributed to ongoing store renovations and strategic shifts [8][9]. - The company faces challenges in achieving profitability from the transformation, as the overall system changes are still in progress [9].

截至目前，永辉超市全国调改门店增至88家。预计到7月底，全国调改门店数量将达150家（含胖东来帮 扶调改门店），2026年春节前将突破300家。 长江证券近日发布研报认为，永辉超市调改后单店营收大幅增长推动盈利能力兑现，未来12至18个月预 计为改革成果集中释放期。今年第一季度，永辉超市41家开业满3个月的"稳态调改店"实现了3月份单月 1470万元利润，一季度累计利润达7472万元。预计至2025年6月底，全国调改店数量将突破124家，2026 年农历春节前目标锁定300家，有望促进2025年显著减亏，引领传统零售业迈入以用户和产品为中心的 品质时代。 （文章来源：新华财经） 作为上海嘉定首家学习"胖东来模式"调改店，嘉定宝龙店对原有11852支商品进行了调整，门店下架了 6846支单品，淘汰率达57.7%，新增3862支商品，新增率为43.5%，调改后商品结构达到胖东来标准的 80%，进口商品占比提升至20%，烘焙、熟食等鲜食比例从3%跃升至11%。除了胖东来的爆款商品，门 店还引入了永辉自有品牌商品。 据介绍，嘉定宝龙店同时还特设外贸商品专区，已经上架4个品牌13款外贸商品。目前上海区域已经有4 家永辉 ...

Group 1 - Recent food safety issues have emerged in supermarkets across China, involving various categories such as vegetables, meat, and packaged foods, with major chains like Yonghui, Metro, Sam's Club, and Walmart being implicated [1] - In January alone, Yonghui Supermarket received 52 new consumer complaints regarding food safety, covering products like fruits, juices, seasonings, and various meat categories [1] - Food safety problems typically stem from issues such as pesticide residue, heavy metal contamination, excessive use of food additives, and microbial pollution, with vegetables, seafood, and meat being the most affected categories [1] Group 2 - China's agricultural sector has a low level of intensification, making it difficult for regulatory oversight to cover all farmers, thus requiring operators to take on a role in quality assurance [2] - The State Council has proposed amendments to the Food Safety Law, emphasizing the need for a more scientific and rigorous food safety standard system, particularly for mandatory standards [2] - Food safety involves a comprehensive approach from farm to table, necessitating enhanced regulation throughout the entire process, from agricultural quality to consumer end [2]

据介绍，永辉超市2025年荔枝助农季预计采购广东荔枝达5000吨以上，通过全国超640家门店助力当季 农产品广开销路，以产地直采的形式，精准对接广东湛江当地的合作社与果农，构建最快24小时从田间 到门店的高效流通链路，让全国消费者第一时间品尝到正宗的岭南佳味。 5月30日，永辉超市广州市第二家、同时也是花都区首家胖东来模式调改店融创茂店将正式开业。该店 作为永辉超市全国首个文旅特色的胖东来模式调改项目，选址花都融创茂商圈，集合农产直采、文旅场 景、特色产品专区等新模式，持续探索"商超+助农+文旅"深度融合发展的创新路径。 活动现场，2025永辉荔枝助农季宣告正式启动，该活动得到广东省农业农村厅、广东省商务厅的高度肯 定。广东省农业农村厅二级巡视员陈荣表示，永辉超市作为全国零售行业领军企业，始终坚持"农企联 动、富农兴业"的合作理念，打造出湛江荔枝"朝采夕至"24小时供应链，这种"基地直采+冷链快运+精准 营销"的创新模式，形成了"品质提升带动产业升级、市场拓展促进荔农增收"的良性循环。 5月29日，在广东省农业农村厅、广东省商务厅的指导下，永辉超市（601933）启动2025永辉荔枝季助 农活动，助力广东省推 ...

Core Viewpoint - Xi'an is enhancing its consumption through the "West Delight Shopping • Fun Chang'an" initiative, marking a new era in commerce as it becomes the first city in Northwest China to surpass 600 billion yuan in retail sales [1] Group 1: Consumption Promotion - Xi'an is implementing various consumption promotion policies, including the cultivation of new consumption scenarios through unique IPs like "International Food City" [1] - The MOMOPARK store by Yonghui Supermarket in Xi'an has been revamped, marking the second store of its kind in Yanta District and the seventh in the city, indicating a new phase of quality retail development [1][3] Group 2: Targeting Young Consumers - The MOMOPARK store is strategically located near three universities, focusing on young student consumers by emphasizing convenient food categories such as baked goods, ready-to-eat meals, and fruit cuts [3][4] - The store has undergone a significant product refresh, with a 65% SKU turnover aimed at addressing the consumption needs of students, introducing 5,531 new products, and aligning with the standards of popular local competitor, Pang Donglai [4] Group 3: Product Offerings - The bakery section features innovative products like the Black Gold Mario bread and various gourmet items, while the ready-to-eat section includes a range of seafood and local delicacies [5] - The fruit section offers fresh fruit cuts and juices, adhering to strict freshness guidelines to ensure quality [7] - The store has introduced a dedicated area for Pang Donglai products, allowing local consumers to access popular items without traveling far [8] Group 4: Service Enhancements - The store layout has been redesigned for a more open and comfortable shopping experience, with various customer service enhancements including free seasonal drinks and facilities for convenience [10][12] - Employee welfare has been improved, with a 50% salary increase and additional benefits to enhance service quality [12] Group 5: Expansion Plans - The scale of Yonghui's revamped stores is set to increase, with plans for additional locations in Xi'an, aiming to reach 150 revamped stores nationwide by the end of July 2023, and over 300 by early 2026 [13] - The MOMOPARK store serves as a local innovation model for quality retail, contributing to the vitality of the city's night economy [15]

Core Insights - The opening of Xuanwu Garden City marks a significant addition to Nanjing's commercial landscape, showcasing themes like cycling-friendly, astronomy, and pet-friendly environments, which inject new vitality into the consumer market [1][2] - Nanjing's retail sales from January to April reached 294.46 billion yuan, reflecting a year-on-year growth of 5.9%, indicating the city's consumption resilience [1] Group 1: New Commercial Developments - Xuanwu Garden City features over 240 brands, with 119 being first stores, highlighting a strong "first store" effect that attracts consumers eager to experience new offerings [3] - The project emphasizes ecological commercial values, integrating cycling and astronomy themes, and aims to create a community around cycling activities [2][3] Group 2: Economic and Policy Support - Nanjing has introduced measures to promote the "first store economy," with over 1,000 new brand stores established in the past three years, including 55 first stores in China [4] - The city has allocated over 10 million yuan in funding to support first store initiatives, benefiting more than 80 brands [4] Group 3: Urban and Cultural Integration - The recent opening of the "Zijin·Chongai Li" street integrates cycling-friendly designs and hosts events to enhance lifestyle consumption, attracting significant foot traffic [5] - Nanjing is actively enhancing its commercial appeal through innovative urban IPs, such as the "Red Mansion Echo" art installation, which merges local culture with modern shopping experiences [5][6] Group 4: Retail Innovation - Nanjing has been recognized as a national pilot city for retail innovation, with local supermarkets exploring new development models, such as the upgraded Yonghui Supermarket [6] - Upcoming commercial projects like Nanjing Jinling Tiandi and the revamped "Hongyue Li" are set to introduce diverse retail experiences, further energizing the local consumer market [6]

Core Viewpoint - The article highlights a significant trend of store closures across various brands and industries, particularly in the food and beverage sector, indicating a potential shift in consumer behavior and market dynamics [4]. Group 1: Store Closures - A total of 13 brands closed at least 81 stores in the fourth week of May [4]. - Notable closures include 4 supermarkets, all belonging to Yonghui Supermarket, and 70 restaurants, with 66 of these in the tea and coffee sector [7]. - Seven Bus is undergoing a large-scale closure, with only 7 stores remaining operational nationwide [7]. Group 2: Industry Adjustments - Heytea is strategically adjusting its operations, having closed at least 3 stores recently, and has reduced its total store count from 4472 to 4371 within three months [7][8]. - The company aims to enhance store quality and customer experience, aligning with its decision to halt franchise expansions [8]. - The luxury market is also experiencing significant changes, with Bottega Veneta closing its store in Shanghai's Daimaru department store, marking a total of 5 closures in six months [8].