Group 1 - Hema X membership stores in Beijing, Suzhou, and Nanjing ceased operations on July 31, with the last store in Shanghai set to close on August 31, indicating a strategic shift by the company [1][3] - Hema's CEO, Yan Xiaolei, announced a focus on core business segments, specifically Hema Fresh and Hema NB, leading to the closure of X membership stores [1][3] - The membership store model, initially popularized by Costco and others, has faced challenges in China, with experts noting that the unique supply chain and operational requirements have not been met by new entrants [3] Group 2 - Alibaba has been restructuring its business, merging Ele.me and Fliggy into its China e-commerce division, aiming to enhance its consumer service ecosystem [5] - Hema has integrated with Alibaba's 88VIP program, allowing for a seamless connection of membership benefits, which is expected to attract a significant number of new members [4][5] - The 88VIP membership has surpassed 50 million users, and the integration is anticipated to provide Hema with a substantial influx of quality customers, enhancing its growth potential [6]
盒马放弃X会员店？此前已宣布聚焦盒马鲜生和盒马NB两业态
Nan Fang Du Shi Bao·2025-08-05 10:42