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盒马CEO严筱磊商人一年多大刀阔斧改革 财务出身的她行吗?
Sou Hu Cai Jing·2025-08-19 06:02

Core Insights - Hema announced the closure of its last X membership store in Shanghai by August 31, 2025, marking its exit from the warehouse-style membership store market [1][3] - The decision is part of CEO Yan Xiaolei's strategy to focus resources on core businesses, Hema Fresh and Hema NB [3] Business Strategy - The X membership stores contributed less than 10% to overall sales, with individual store annual rent exceeding 50 million yuan, making it difficult to achieve breakeven [3] - Yan Xiaolei plans to open nearly 100 new Hema Fresh stores in the new fiscal year, expanding into over 50 cities, and accelerate the growth of Hema NB discount stores with a target of reaching 1,000 locations [4] Leadership Changes - The previous CEO, Hou Yi, had high hopes for the X membership stores, aiming to open 50 locations within three years to compete with Sam's Club and Costco [3] - Yan Xiaolei, who took over after Hou Yi's retirement, has shifted the company's development strategy [3][4]