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北京第12家“胖永辉”明日开业,经营满三个月的“调改店”已开始盈利

Core Viewpoint - Yonghui Supermarket is actively transforming its stores, particularly through the "Fat Transformation" initiative, aiming to enhance profitability and adapt to market demands [1][3][4]. Group 1: Store Transformation - Yonghui Supermarket's 12th "Fat Transformation" store in Beijing is set to open, featuring local snacks and freshly made products, bringing the total number of transformed stores nationwide to nearly 170 [1]. - The company plans to open additional transformed stores in Yanjiao and Daxing, with a total of around 20 "Fat Yonghui" stores expected to be operational in Beijing this year [3]. - Management has indicated that stores that have undergone transformation have shown significant sales improvement compared to pre-transformation levels, with profitability expected to improve in the fourth quarter [3]. Group 2: Financial Strategy - Yonghui Supermarket is pursuing a private placement to raise up to 4 billion yuan for store renovations, working capital, and debt repayment [3]. - The company has reported that transformed stores in Beijing have reached profitability within three months of opening [3]. Group 3: Product Strategy - The company's private label products are being upgraded based on supply chain experiences, with over 80% of the product structure aligned with competitors [4]. - A specific product, a microcapsule fragrance enzyme laundry detergent priced at 19.8 yuan, has been enhanced for better functionality and has gained consumer attention, with over one million units sold in four days [4]. Group 4: Industry Insights - The retail industry is characterized by competition not just in business models but also in financial endurance, product depth, and organizational resilience [5]. - Future retail development is expected to be diversified and differentiated, requiring supermarkets to continuously explore new business models and technology applications to meet evolving consumer demands [5].