山姆事件背后：中国供应链正从“规模优势”向“标准输出”进阶

Core Viewpoint - Sam's Club is facing criticism over its product selection strategy, with concerns about the introduction of mass-market brands and the removal of high-repurchase-rate items, leading to questions about the perceived decline in quality [1] Group 1: Product Selection and Supply Chain Logic - Sam's Club's product selection is based on a differentiated value creation logic centered around member needs, rather than a simple evaluation of brand prestige [1][4] - The company has a stringent supplier admission system, requiring products to meet high-quality sourcing standards, such as specific beef cuts and traceable cold-chain logistics [2] - Sam's Club emphasizes understanding member needs and trends, often leading the demand by half a step, which translates into high standards for brands regarding product quality and innovation [4][7] Group 2: Customization and Brand Collaboration - The customization process at Sam's Club involves deep supply chain engagement, where products are developed based on member insights and data analysis, pushing suppliers to upgrade their production systems [4][10] - Brands entering Sam's Club must maintain their identity and innovation capabilities, creating a mutually beneficial relationship rather than merely acting as private label producers [7][10] - The successful collaboration with brands like Wei Long demonstrates that market acceptance is driven by the combination of "Sam's standards + brand characteristics," rather than just brand recognition [10][12] Group 3: Consumer Perception and Quality Consensus - The controversy surrounding Sam's Club reflects a shift in consumer understanding of the relationship between customization and quality, indicating that true customized supply chains enhance standards through precise demand matching and rigorous process control [12] - The ability of domestic brands like Wei Long to maintain independence and achieve value output in international retail systems showcases the evolution of Chinese supply chains from scale advantages to standard outputs [12]