Core Insights - The article highlights the vibrant atmosphere of the upcoming Chinese New Year, emphasizing the efforts of retail companies to enhance consumer experience through innovative services and products [1] Group 1: Online Retail Strategies - Online platforms like Dongfang Zhenxuan are actively engaging with consumers to tailor their offerings for the New Year, utilizing live streaming to showcase popular products and meet specific consumer demands [2] - To ensure timely delivery of goods, Dongfang Zhenxuan has established long-term partnerships with core production areas and factories, implementing order agriculture to secure supply capacity and create emergency stock for essential goods [3] Group 2: Offline Retail Experience - In physical stores like Yonghui Supermarket, the festive atmosphere is created through decorations and product offerings, enhancing the shopping experience as a family-oriented emotional ritual [4] - Yonghui has developed a comprehensive supply strategy, planning three months in advance and selecting 30 core products based on historical data, while also adding around 120 additional items to meet diverse consumer needs [4] - The supermarket's operational efficiency is boosted by technology, with smart systems optimizing order picking and staffing adjustments to handle increased online orders during peak times [5] Group 3: Evolving Consumer Trends - The year-end market reflects changing consumer preferences, with companies like Hema Fresh introducing convenient meal options that blend traditional flavors with modern convenience, catering to the evolving demands for health and ease [6] - The article underscores the resilience of the retail market and the potential for domestic consumption, as both online and offline retailers collaborate to create a rich and engaging shopping experience for the New Year [6]

永辉致歉反思扩张偏差，2025关店调改预亏谋深耕。 编排：乐乐 出品：零售商业财经 ID：Retail-Finance 2月11日，王守诚发布致全体永辉人的2026新春寄语。 王守诚表示，2025年作为新永辉首个三年改革转型开局之年，面对行业变化，公司选择沉下心复盘不足、学习先进。"在追求规模的过程中，我们一度偏 离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 王守诚在信中向全体员工致歉。 王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流与销售在2025年迎来双增长。2025年全 年，永辉超市累计向员工发放利润分红近5000万元。 面对2026年，王守诚表示，永辉超市将聚焦三大"深耕"，深耕商品，从采购走向共育，建立品质生态；深耕门店，从交易场走向生活场，创造品质生活； 深耕组织，从管理职能走向服务功能，成就品质人生。 正是在这样"以人为本"的思维引领下,我们 开启了从思想到行动的全面觉醒,毅然启动 了一场深刻的自我革新。这一年:我们坚决 关停低质门店近400家,集中精力全面系统 地调改存量门店超300家。这一场累计超200 万平米的商 ...

Core Viewpoint - Major supermarkets in China are implementing a "no closure" strategy during the Spring Festival, extending service hours and enhancing online delivery options to meet consumer demand during the holiday season [1][4]. Group 1: Supermarket Operations - Supermarkets such as Yonghui, Walmart, Wumart, and RT-Mart are announcing that many of their stores will remain open during the Spring Festival, with some adjusting operating hours on specific dates [1]. - Walmart has stated that it will not increase delivery fees during the holiday period, while extending operating hours from February 7 to February 15 until 22:00 [3]. - Wumart and Metro have also confirmed that their online orders will not incur additional delivery charges during the Spring Festival [3]. Group 2: Online Delivery Adjustments - Due to increased demand and delivery capacity constraints, some supermarkets are raising delivery fees temporarily. For instance, Sam's Club and Yonghui will add a service fee of 2 to 3 yuan per order during the holiday [1]. - RT-Mart is offering next-day delivery services through its app, but will also charge an additional 3 yuan for orders placed during peak delivery times [1]. Group 3: Sales Performance and Trends - Yonghui's online sales have surged, reaching nearly double the usual order volume since February 7, with significant increases in sales of gift boxes and daily essentials [4]. - Specific product categories have seen remarkable growth, including a 300% increase in sales of ambient milk and over 90% for seafood [4]. - The overall trend indicates a strong consumer preference for online shopping, with the potential for further growth in this channel as highlighted by the China Chain Store & Franchise Association [5]. Group 4: Innovations in Online Services - Wumart and Metro have launched a new feature called "Gift Delivery Nationwide" to enhance the online shopping experience for consumers during the festive season [4]. - The introduction of instant delivery services by other supermarkets, such as Bubu Gao, reflects the industry's focus on improving online service capabilities [5].

Core Insights - The article highlights a shift in consumer behavior towards more rational and needs-based purchasing in the grain and oil market during the pre-Spring Festival period, with a notable increase in the popularity of high-quality and health-oriented products [1][2][4]. Group 1: Consumer Behavior - Families are increasingly adopting a "needs-based" purchasing approach rather than stockpiling goods, as evidenced by a twofold increase in rice sales in the month leading up to the festival [2]. - Online sales data from JD.com indicates significant growth in rice and oil products, with small rice sales increasing by 247% and soybean oil by 149% since the start of the New Year festival [2]. - Consumers are seen carefully selecting products, with a focus on quality rather than quantity, as shopping convenience has reduced the need for bulk purchases [2][4]. Group 2: Product Trends - There is a rising demand for regional specialty grain products, such as Wuchang rice and other local brands, which are prominently displayed in supermarkets [2]. - Dry goods, particularly mushrooms and other fungi, are experiencing a peak in sales, with various types being marketed as essential for festive cooking [3][4]. - Gift boxes featuring healthy products like olive oil and organic grains are becoming popular, reflecting a trend towards health-conscious gifting [3][4]. Group 3: Quality and Certification - Consumers are increasingly prioritizing products with "organic certification" and clear origin labeling, indicating a shift towards quality over mere quantity [4][5]. - Products that combine organic certification with traceability are gaining a competitive edge in the market, as seen in the prominent placement of organic rice and specialty grains in stores [5]. - The trend towards health-oriented products is also evident in the popularity of oils with zero trans fats, which are attracting consumer attention [5].

不过，调改的成效也是肉眼可见的。近期，记者在正佳广场负一层全新调改的永辉超市看到，叠加新春 消费，店内人潮涌动，尤其是永辉自有品牌产品、生鲜区、烘焙食品等成为顾客重点消费的焦点。潮汕 鲜切牛肉、有机系列肉禽、帝王蟹等高端海鲜，以及针对年轻一代的消费习惯推出的牛排代煎、海鲜即 烹等服务，不断强化"超市+餐饮"体验。 据了解，随着正佳广场店正式营业，"胖永辉"在广州已落地八家门店。在这家永辉在广州最新的调改店 中，也可以清晰地看到永辉"精细化管理"和"商品力建设"的决心。不过，走品质零售之路意味着要以牺 牲部分消费者追求的优惠为代价，对于永辉多年沉淀的老客户来说，这样大刀阔斧的调改，也让曾经 以"天天平价"为标签的永辉更显陌生。超市毕竟是日常消费的场所，在尝鲜打卡的潮水退去之后，超市 要吸引人的核心，不仅是好不好逛，还是"抵不抵"。 2月11日，永辉超市CEO王守诚发表新年全员信，坦诚反思公司过去"过度追求规模"的战略失误。王守 诚代表公司进行了反思与致歉："回顾过去，我们坦诚，在追求规模的道路上，曾一度偏离了创业初 心，欲望超越了能力，辜负了员工的付出与顾客的信任。我们已深刻意识到自己的问题，在这里向大家 真诚 ...

Core Viewpoint - The CEO of Yonghui Supermarket, Wang Shoucheng, issued a New Year letter reflecting on the company's past mistakes and apologizing for deviating from its original entrepreneurial spirit in pursuit of scale, which led to a loss of trust from employees and customers [2][3]. Group 1: Financial Performance - Yonghui Supermarket announced a projected net loss of 2.14 billion yuan for 2025, representing a 45.6% increase in losses compared to the previous year's net loss of 1.47 billion yuan [3][4]. - The company expects a total net loss of 2.94 billion yuan when excluding non-recurring items for 2025 [3]. Group 2: Strategic Adjustments - In 2025, Yonghui Supermarket closed nearly 400 low-quality stores and undertook systematic renovations of over 300 existing stores, aiming for a dual increase in customer traffic and sales [3]. - The company made significant strategic adjustments, including the deep modification of 315 stores and the closure of 381 stores that did not align with its future strategic positioning [4]. Group 3: Financial Impact of Store Adjustments - The financial impact of store adjustments included approximately 910 million yuan in asset write-off losses and one-time setup costs, along with an estimated gross profit loss of about 300 million yuan due to store closures and renovations [4].

最近，永辉超市可真是"火"了一把！不是因为卖得好，而是因为CEO王守诚突然给全体员工写了一封道 歉信，说自己以前太贪心，"欲望超越了能力"，把公司带偏了。 这么说吧，永辉最近的日子确实不太好过。2025年预计归母净亏损21.4亿元，同比扩大了45.6%。为 了"止损";，去年一年就关了近400家店，还对300多家门店进行了大改造。 王CEO在信里说，以前永辉一门心思扩张，开了太多店，结果呢？"步子迈太大，扯着蛋了"。所以2025 年一口气关了近400家不赚钱的店，又花大力气改造了300多家老店，总面积加起来有200多万平方米。 这么说吧，相当于关了好几个大型购物中心呢！ 他还说，2026年要搞个"深耕之年"，意思就是不瞎扩张了，要好好练内功。具体来说，要干三件事： 一、跟200个农场、工厂合作，搞个"品质共同体"，弄100个能卖1个亿的爆款商品 二、把超市从单纯卖东西的地方，变成啥都有的"生活场"，搞个"社区厨房""邻里客厅"之类的 三、对员工好一点，多培训，少瞎指挥，让大家干活更开心 听起来是不是挺美好？ 但问题来了，永辉说要学胖东来——就是那个因为服务好、员工福利高而火出圈的河南超市。 可网友们不买账啊， ...

Core Insights - The article discusses various significant corporate announcements and developments, including leadership changes, financial results, and strategic initiatives across multiple industries. Group 1: Leadership Changes - The founder of Pang Donglai, Yu Donglai, announced his retirement effective after the Lunar New Year, transitioning to an advisory role with decision-making now handled by a committee [2] - Two co-founders of xAI, Jimmy Ba and Wu Yuhua, have left the company, marking a significant talent drain as six out of twelve co-founders have departed since its inception [6][6] Group 2: Financial Performance - NetEase reported a total revenue of 112.6 billion yuan for 2025, with R&D investment reaching 17.7 billion yuan, marking six consecutive years of over 10 billion yuan in R&D [11] - Heineken announced a global workforce reduction of 5,000 to 6,000 employees and lowered its 2026 operating profit growth forecast to 2% to 6%, down from a previous estimate of 4% to 8% [13] - Yonghui Supermarket's CEO reflected on past mistakes in prioritizing scale over quality, announcing plans to close nearly 400 low-quality stores and distribute nearly 50 million yuan in profit sharing to employees in 2025 [10] Group 3: Strategic Initiatives and Investments - Meta plans to invest over $10 billion in a new data center in Indiana, which will create approximately 4,000 construction jobs and over 300 operational positions [10] - Zhiran Medical completed a 300 million yuan A+ round of financing to advance large-scale clinical trials and product iterations in brain-machine interface technology [14] - Runway, an AI video generation startup, raised $315 million in E round financing, bringing its valuation to approximately $5.3 billion, with plans to accelerate the development of next-generation models [15] Group 4: Market Developments - The global gaming market saw player spending reach $7.1 billion in January, with "Honor of Kings" topping the revenue charts [20] - In January, China's power battery installation volume was 42.0 GWh, showing a year-on-year increase of 8.4% despite a month-on-month decline [20]

王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流 与销售在2025年迎来双增长。2025年全年，永辉超市累计向员工发放利润分红近5000万元。 面对2026年，王守诚表示，永辉超市将聚焦三大"深耕"，深耕商品，从采购走向共育，建立品质生态；深耕门 店，从交易场走向生活场，创造品质生活；深耕组织，从管理职能走向服务功能，成就品质人生。 值得注意的是，1月21日，永辉超市曾发布2025年年度业绩预亏公告，公司预计2025年归母净利润为-21.4亿元， 据计算亏损同比扩大45.6%，上年同期归母净利润为-14.7亿元。归母扣非净亏损29.4亿元。 公告指出，本期业绩预亏的主要原因为，2025年公司进行了重大的经营战略调整。门店布局方面，公司报告期内 深度调改了315家门店，并关闭了381家与公司未来战略定位不相符的门店。 门店调改对公司利润的影响主要包含调改相关的资产报废损失、停业装修营业收入损失、一次性开办费投入等， 其中资产报废及一次性投入合计约9.1亿元。此外，门店因停业装修产生的毛利额损失预估约3亿元。与此同时， 关闭381家门店也产生了较大损失， ...

下班顺路买把青菜 周末囤箱牛奶早已成为日常 但就在今天（2月11日） 这家陪伴深圳人多年的超市 却等来了一封来自总部的道歉信 信里，永辉CEO王守诚坦言 对于许多深圳人来说 永辉超市是家门口 熟悉的"菜篮子" 福田星河店、罗湖金光华店…… 欲望超越了自身能力 辜负了顾客的信任…… 2月11日，南都N视频记者从永辉超市（601933）获悉，永辉超市CEO王守诚发布新年全员信，并在信中进行了反思和致歉。 王守诚表示，"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 南都N视频记者注意到，1月21日， 永辉超市曾发布预亏公告，预计2025年归母净亏损21.4亿元。 2月11日，王守诚发布致全体永辉人的2026新春寄语。王守诚表示，2025年作为新永辉首个三年改革转型开局之年，面对行业变化，公司选择沉下心复盘 不足、学习先进。"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 王守诚在信中向全体员工致 歉。 王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流与销售在2025年 ...