Group 1 - The last remaining Hema X membership store in Shanghai will officially close on August 31, marking a complete withdrawal of Hema X membership stores nationwide [1][3] - Multiple Hema X stores had already announced closures in July, including locations in Beijing, Suzhou, and Nanjing, indicating a significant contraction of the Hema X business [1][3] - Hema's official statement attributes the closures to a proactive business adjustment, despite the ongoing sales at the remaining store [1][3] Group 2 - Hema X membership stores were launched in October 2020 and were initially seen as a second growth curve for Hema, competing with Costco's membership model [3] - The membership system included a 258 yuan/year gold membership and a 658 yuan/year diamond membership, targeting middle-class and high-end consumers [3] - Despite the closure of Hema X stores, the Hema X membership system remains intact, with new membership benefits introduced through Taobao 88VIP to attract more experience members [3] Group 3 - The traditional supermarket industry is experiencing an overall decline, with established chains like Renrenle facing delisting risks due to continuous losses and a significant reduction in store numbers [4] - In contrast, membership-based and warehouse-style supermarkets are gaining popularity, with Sam's Club rapidly expanding in the domestic market [4] - The closure of Hema X stores reflects a broader transformation in the retail market, highlighting the importance of supply chain efficiency and alignment with consumer demand [7]
盒马X会员店全国谢幕,曾被视为增长新引擎今货架清空
Sou Hu Cai Jing·2025-08-05 23:08