Sou Hu Cai Jing·2025-08-21 09:42Core Insights - The Chinese supermarket industry is facing significant transformation pressures due to diverse consumer demands, e-commerce impacts, and a need for resource optimization [2] - Among the top 100 supermarkets in China, 42 companies experienced year-on-year sales growth, while only 14 achieved both sales and store count growth [2] - Walmart (China) leads the market with a sales scale of approximately 158.84 billion yuan, followed by RT-Mart and Hema [8][9] Industry Overview - The total sales scale of the top 100 supermarkets in China reached about 900 billion yuan, with a slight year-on-year growth of 0.3% [2] - The total number of stores decreased by 9.8% to 25,200 [2] - The industry is witnessing a clear differentiation among companies, with some closing underperforming stores to focus on core operations [2] Company Performance - Hema (China) ranked third with a sales figure of approximately 75 billion yuan and plans to open nearly 100 new stores [9] - Walmart (China) reported a year-on-year sales increase of 19.6% [8] - The top 5 supermarkets include Walmart (China), RT-Mart, Hema, Yonghui Superstores, and Wumart, with varying sales performances [8] Notable Companies - The 19th ranked company, Pang Donglai, emphasizes exceptional customer service, contributing to its sales of approximately 8.09 billion yuan [4] - Lianhua Supermarket, ranked 6th, has a sales scale of about 48.64 billion yuan and focuses on community convenience [6] - The 11th ranked Jibai Holdings experienced a significant sales decline of 40.3% [8]