Sou Hu Cai Jing·2025-05-13 11:08Group 1 - Community discount stores have become a new focus in the retail industry, with major retail giants looking to explore this sector for growth opportunities by 2025 [1] - Lianhua Huashang Group opened its first "Lianhua Fude" brand store in Hangzhou, featuring 1,200 SKUs focused on fresh produce and food, marking the launch of a new discount store brand [1] - Dingdong Maicai followed suit by opening a Dingdong Outlet community discount store in Wuxi, emphasizing cost-effective products and addressing low awareness of the front warehouse model [1] Group 2 - Walmart opened a new store in Shenzhen, closely replicating the structure of Hema NB and Aoleqi, which sparked widespread industry discussion [1] - Hema announced its annual profitability, with its "Hema NB" brand, established only two years ago, playing a significant role in this achievement, boasting 234 stores and an annual sales per store of 45 million yuan [1] - Meituan's Xiaoxiang Supermarket and JD's Seven Fresh are re-entering the community supermarket space, with Meituan focusing on online instant retail and JD accelerating warehouse-store construction [1][4] Group 3 - Hema NB is highlighted as a noteworthy case among community discount stores, having evolved from past failures through precise market positioning and unique product selection strategies [2] - Hema NB employs a "self-operated + franchise" dual-track operation model, leveraging community engagement and private domain operations for rapid expansion at low costs [2] - The success of Hema NB is attributed to its strong supply chain advantages and digital operational capabilities, utilizing global sourcing to procure high-quality products while reducing costs and waste [2] Group 4 - The entry of Meituan and JD into the community discount store sector introduces new competition, with Meituan leveraging its local life ecosystem and traffic channels for growth [4] - JD Seven Fresh is accelerating its expansion in the instant retail sector, aiming for comprehensive coverage through its delivery system and Seven Fresh supermarkets [4] - The competitive landscape in community discount stores is evolving, with Hema NB currently leading due to its established product system and brand recognition, while Meituan and JD are striving to catch up [4]