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以前不温不火的折扣赛道,如今为啥巨头纷纷加入?
Sou Hu Cai Jing·2025-08-15 17:35

Group 1 - The discount retail business is booming, with major companies like JD and Meituan rapidly expanding their discount supermarket presence, indicating a competitive landscape in this sector [1][3] - The discount market in China was valued at 1.79 trillion yuan in 2023, accounting for only 3.8% of total retail sales, with projections to reach 2.28 trillion yuan by 2025, highlighting significant growth potential [3] - The success of outlet stores, which operate on a "brand direct sales shopping center" model, has attracted attention from competitors, showcasing consumer demand for discounted branded products [3] Group 2 - Companies must focus not only on low prices but also on maintaining quality and enhancing customer experience to succeed in the discount retail space [5] - Online platforms like Vipshop have successfully retained customers through brand-specific sales events, demonstrating consumer acceptance of online discount models [5] - The discount model is expected to become mainstream in the retail market as consumers become more rational in their spending habits, suggesting ongoing potential for growth in this sector [7]