盒马宣布：再开近100家

Core Viewpoint - Hema is shifting its focus to its main business formats, Hema Fresh and community discount stores, while closing its membership stores, indicating a strategic realignment to enhance operational efficiency and market presence [1][3][4]. Group 1: Business Strategy - Hema plans to open nearly 100 new Hema Fresh stores and enter over 50 new cities in the upcoming fiscal year, demonstrating confidence in the domestic consumption market [1]. - The company has achieved profitability for the first time in the last fiscal year, with a GMV of 750 billion yuan, ranking third among supermarkets in China [3][4]. - Hema's CEO, Yan Xiaolei, has set a target for the company to reach a GMV of 100 billion yuan within three years [4]. Group 2: Store Operations - As of March 31, 2025, Hema Fresh will have over 420 stores across more than 50 cities in China [3]. - The closure of membership stores is part of a strategic shift to focus on Hema Fresh and Hema Neighbor Business (NB), which are considered the core business formats [3][4]. - The membership store closures were described as a proactive business adjustment, with the company emphasizing that Hema Fresh stores will continue to operate [3][5]. Group 3: Market Positioning - Hema's membership store, which was seen as a second growth curve and aimed to compete with Costco, has been completely shut down [3]. - The integration of Hema's membership system with Alibaba's Taobao 88VIP program has led to a significant increase in membership growth, indicating successful cross-platform collaboration [5][6].