盒马将彻底关闭会员店，最后一家8月31日停业

Core Insights - Hema has decided to completely shut down its membership store format, which was previously seen as a "second growth curve" and aimed to compete with Costco [3][5]. Company Summary - Hema's membership store, Hema X, opened its first location in Shanghai in October 2020 and was intended to serve as an independent membership store format alongside Hema Fresh [5]. - The brand expanded rapidly, with a peak in growth between December 2021 and January 2022, reaching a total of 10 stores across major cities like Shanghai, Beijing, Nanjing, and Suzhou by October 2023 [5]. - As of August 31, 2023, all Hema X membership stores will cease operations, marking a significant strategic shift for the company [1][3]. Industry Context - The Chinese supermarket industry is facing considerable pressure, with only 38.2% of surveyed supermarket companies reporting sales growth, while 57.4% experienced a decline [10]. - Consumer shopping habits are evolving, with a noticeable shift towards online grocery shopping, leading to a decline in foot traffic to physical stores [10]. - Hema is adapting by focusing on enhancing its fresh produce supply chain and instant delivery capabilities, aiming to build a more sustainable competitive business model [8].