盒马X会员店将全面停业

Core Viewpoint - Hema has completely shut down all its membership stores, marking the end of its attempt to establish a membership-based business model that was intended to rival Costco [1] Group 1: Company Actions - Hema's last membership store in Shanghai will close on August 31, following the earlier closures of its stores in Beijing, Suzhou, and Nanjing on July 31 [1] - The decision to close all membership stores is part of a broader strategy by Hema's parent company, Alibaba, to streamline its retail operations by divesting from various retail assets [1] Group 2: Market Context - The competitive landscape for membership stores in China has intensified, leading to a slowdown in overall expansion within this segment [1] - Hema is reallocating resources to focus on its core businesses, including Hema Fresh and Hema Neighbor Business [1] Group 3: Store Conditions - Observations from the Beijing store indicated that the entrance was closed, allowing customers to enter only through the exit without membership verification, and most shelves were nearly empty with only a few discounted items remaining [1] - During a half-hour visit, only five customers were seen in the store, none of whom made purchases, highlighting a lack of consumer interest [1]