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山姆的“大众化”困境:消费者为何不满
WalmartWalmart(US:WMT) Hu Xiu·2025-07-31 06:44

Group 1 - The core issue for Sam's Club is a misunderstanding of consumer psychology and brand positioning, leading to a significant backlash from consumers [4][5][6] - Consumers are frustrated with the presence of common brands in Sam's Club, which they feel do not align with the premium image they expect from a membership-based store [2][3][13] - Sam's Club's partnerships with popular but lower-tier brands have damaged its brand equity, as consumers associate these brands with lower quality [6][13][18] Group 2 - Sam's Club generates over 100 billion yuan in revenue annually in China, indicating its strong market presence [20] - The company has historically relied on its ability to select high-quality products, which has contributed to its positive reputation among consumers [21][22] - The shift towards local partnerships with mainstream brands may be a strategic move to cater to the broader Chinese market, but it risks diluting the brand's premium image [25][30][50] Group 3 - The consumer base for Sam's Club in China is relatively small, with only about 10 million members, representing less than 1% of the population [37][39] - Many consumers who pay for membership expect access to high-quality products, not common brands that are easily available elsewhere [41][43] - The backlash against Sam's Club's partnerships with larger domestic brands highlights a disconnect between consumer expectations and the company's product offerings [44][59] Group 4 - The limited SKU strategy of Sam's Club, which focuses on a smaller number of products, may lead to challenges in meeting diverse consumer preferences in the Chinese market [63][68] - As the company expands, the difficulty of maintaining its model of offering only a few products as "bestsellers" will increase, given the varied tastes of Chinese consumers [68][69] - The need for localization in product offerings is crucial for Sam's Club to remain competitive in the evolving Chinese retail landscape [25][27][28]