下架风波背后，“山姆们”的供应链升级大战｜乐言商业

Core Insights - The article discusses the challenges faced by Sam's Club in maintaining its unique product offerings amidst increasing competition in the membership store sector [1][3][6] - It highlights the need for Sam's Club to enhance its supply chain capabilities and product differentiation to attract and retain customers [4][6][7] Group 1: Product Differentiation - Sam's Club has faced backlash for offering mainstream products that can be found in regular supermarkets, leading to customer dissatisfaction and product removals [1][3] - Historically, about 70% of Sam's Club's products were differentiated, appealing to consumers seeking unique and high-value items [3][4] - The increasing competition from other retailers has led to a dilution of product uniqueness, as many competitors replicate successful items from Sam's Club [6][7] Group 2: Supply Chain and Operational Efficiency - Membership stores like Sam's Club and Costco benefit from a streamlined SKU count, maintaining around 4,000 SKUs, which allows for better management and higher sales efficiency compared to traditional supermarkets [4] - The ability to innovate and source unique products is critical for membership stores, as those with weaker supply chains struggle to compete effectively [3][4] Group 3: Market Dynamics and Competition - The rise of membership stores has been fueled by consumer demand for unique and cost-effective products, especially as traditional supermarkets and e-commerce platforms have become more homogenized [3][6] - The competitive landscape has intensified, with various brands entering the membership store space, leading to a battle for supply chain dominance [6][7] - Sam's Club must adapt to these market changes by accelerating product iteration and enhancing online sales capabilities to capture a broader customer base [7]