Core Insights - The CEO of Hema, Yan Xiaolei, announced ambitious plans for the new fiscal year, aiming to open nearly 100 new stores nationwide and expand into over 50 new cities, expressing optimism about the domestic consumption market [1] - Hema has rapidly risen to become one of the top three players in China's retail supermarket industry, with over 420 stores expected by March 31, 2025, and a GMV of 75 billion yuan, ranking third in the national supermarket list [1][2] - The company has significantly contributed to domestic demand, which accounted for 86.4% of economic growth in China over the past four years, with an average annual growth rate of 5.5% [1] Business Strategy - Hema has invested heavily in building a robust supply chain network, including 8 supply chain centers, over 300 direct procurement bases, and 8 logistics hubs, ensuring product quality and supply [4] - The company has established two core business models: Hema Fresh and Hema NB, optimizing store layouts for faster and more stable growth, achieving profitability for the first time in the last fiscal year [4][6] - Hema has integrated its membership system with Alibaba's 88VIP, allowing members to access exclusive benefits, enhancing customer experience and brand recognition [4] Market Performance - Hema's stores have generated significant consumer interest, with notable scenes of long queues during openings and high demand for premium seafood during peak seasons [1][2] - The company continues to leverage technology and innovation to provide high-quality products and convenient services, aiming to enhance the overall shopping experience for consumers [6]
盒马新财年百店计划出炉,国内消费市场持续看好!
Sou Hu Cai Jing·2025-08-07 14:21