推新型门店、代收快递 便利店的自救与升级

Core Insights - 7-Eleven is undergoing self-rescue efforts after the withdrawal of a takeover bid by Canadian convenience store giant ACT, which marked a loss of a quick transformation opportunity for 7&i Holdings [5] - The convenience store industry is actively exploring new store models to seek breakthroughs amid challenges of sluggish growth and profit pressure [1][5] New Store Formats - 7-Eleven has launched a new store format in Tongzhou District, featuring a 24-hour service window, redesigned employee uniforms, and new product offerings including self-service coffee machines and a relaxation area on the second floor [3] - Lawson has also accelerated service innovation with its first new store in Qingdao, offering 24-hour services such as package collection and self-service charging [3] - Both companies are focusing on unique products as a standard feature of their new store formats, with Lawson emphasizing the need to develop specific products based on consumer characteristics [4] Industry Challenges - 7-Eleven is experiencing a slowdown in franchise growth, with a reported 0.7% decline in revenue and an 11.0% drop in operating profit for the first quarter of fiscal year 2025, marking five consecutive quarters of negative growth [5] - In comparison, competitors like FamilyMart and Lawson have maintained an 8% growth rate in daily sales [5] - The number of 7-Eleven stores in China has been surpassed by Lawson, with 6,652 and 4,639 stores respectively [5] Competitive Landscape - Domestic convenience store brands such as Meiyijia, Yijie, and Kunlun Haokai are dominating the top three positions, prompting foreign brands like Lawson and 7-Eleven to innovate and localize their strategies [6] - New entrants like Three Squirrels and Kudi Coffee are also entering the convenience store market, indicating a trend of cross-industry competition [7] - The convenience store sector is increasingly focusing on young consumers, with a need for precise channel and customer matching [7] Market Trends - The China Chain Store & Franchise Association's report indicates that the number of convenience stores will continue to grow in 2024, with 24-hour and community-based stores becoming increasingly important [8] - Convenience stores are encouraged to enhance product cost-effectiveness and adopt a strategy of "market demand + differentiated value" to develop proprietary brand products [8]