再开近100家新店 盒马CEO严筱磊：看好国内消费市场

Core Insights - Hema has decided to close all membership stores, marking a strategic shift away from its previously touted "second growth curve" that aimed to compete with Costco [2][3] - Hema's CEO, Yan Xiaolei, announced plans to open nearly 100 new Hema Fresh stores in the upcoming fiscal year, expanding into over 50 new cities, and expressed confidence in the domestic consumption market [1][4] - Hema Fresh has achieved profitability for the first time in the last fiscal year, with a GMV of 75 billion yuan, ranking third among Chinese supermarkets [1][4] Store Operations - Hema Fresh currently operates over 420 stores across more than 50 cities in China, focusing on its main formats: Hema Fresh and community discount stores [1][4] - The closure of membership stores is part of a broader strategy to concentrate on core business areas, with the company actively adjusting and shutting down underperforming locations [3][4] Membership and Customer Engagement - Hema is leveraging Alibaba's consumer platform to expand its customer base, including a new initiative where Taobao 88VIP members can receive a 90-day trial membership for Hema X [5] - The integration of Hema into Taobao's platform has led to a significant increase in membership growth, exceeding expectations within just three days of the initiative [5] Market Position and Future Goals - Hema aims to achieve a GMV of 100 billion yuan within three years, focusing on its core business areas to drive growth [4] - The company has been recognized in the 2024 China Chain Store Top 100 list, highlighting its strong market position and growth potential [1]