盒马X会员店将全部关闭？

Core Viewpoint - Hema's membership stores will cease operations entirely, marking the end of its attempt to establish a membership-based retail model in China [2][9][12]. Group 1: Store Closures - Multiple Hema X membership stores across the country have already announced their closure, with the last remaining store in Shanghai set to close on August 31 [4][9]. - As of now, only one Hema X membership store remains operational in Shanghai, which will also shut down soon, leaving no Hema X stores in operation [6][9]. Group 2: Business Strategy and Market Position - Hema X was launched in October 2020 as a separate membership store format, intended to serve as a "second growth curve" for Hema, aiming to compete directly with Costco [10][12]. - The membership model included two tiers: a 258 yuan/year gold membership and a 658 yuan/year diamond membership, targeting middle-class and high-end consumers [12]. - Despite initial expansion, with 10 stores opened by October 2023, the membership store format has struggled to maintain its market presence [10][17]. Group 3: Industry Context - The closure of Hema X comes amid a broader trend where local retailers have attempted to replicate the success of Costco, with various membership-based stores emerging since Costco's entry into the Chinese market in 2019 [14][16]. - Hema's strategic shift focuses on enhancing its core business through Hema Fresh and Hema NB community stores, moving away from the membership store model [17][19].