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名创优品叶国富:传统超市不在产品和用户上下功夫,一味追求线上「必死无疑」 | 最前线
09896MNSO(09896) 36氪·2025-03-29 15:50

Core Insights - The essence of retail is to understand consumer needs and develop products that meet those needs, as emphasized by the founder of Yonghui Supermarket, Ye Guofu [1] - Yonghui Supermarket is focusing on product quality and supply chain upgrades, aiming to transform into a manufacturing-oriented retailer [1][5] - The company plans to implement a strategy of focusing on core suppliers, core products, and long-term partnerships, while rejecting the practice of frequently changing suppliers [2] Company Strategy - Yonghui Supermarket will personally select its first 200 core suppliers and establish an annual dialogue mechanism with their chairpersons [2] - The company has already completed the renovation of 47 stores nationwide, with plans to reach 100 by mid-year and 200 by the end of the year [4] - The company aims to incubate 100 products with sales exceeding 1 billion yuan in the next three years, positioning these as quality choices for Yonghui [6] Market Positioning - Yonghui Supermarket's competitors are not other retailers but rather the expectations of consumers regarding quality [5] - The company is adopting the "Pang Donglai" model of quality retail, which has shown significant improvements in customer satisfaction, quality, foot traffic, and sales after store renovations [3][4]