产业观察丨砍中间商推自有品牌，价格战转向“价值战” 河南超市都在打造什么样的新势力？

Core Insights - The article highlights the rise of "supermarket tourism" in Henan, particularly focusing on the success of the supermarket chain "胖东来" (Pang Dong Lai), which achieved sales of 820 million yuan during the recent holiday period, surpassing its total sales for the previous year [1] - The overall retail sales in Henan during the holiday reached 3.054 billion yuan, marking a 2.6% year-on-year increase [1] - The article emphasizes a shift in the supermarket industry from price competition to a focus on quality, safety, and customer experience [1][8] Group 1: Industry Trends - The emergence of new supermarket players in Henan, such as "华豫佰佳" (Hua Yu Bai Jia) and "淘小胖" (Tao Xiao Pang), is characterized by their emphasis on quality service and proprietary brand products [1][4] - These new supermarkets are rapidly expanding, with "淘小胖" planning to open new stores and hiring approximately 350 staff for an upcoming location [4][5] - The focus on proprietary brands is becoming a trend, with "淘小胖" offering over 400 proprietary products, aiming for high quality at competitive prices [6][7] Group 2: Consumer Behavior - Consumers are increasingly prioritizing cleanliness and safety over low prices, indicating a shift in purchasing behavior [8][10] - Supermarkets are adapting by enhancing their service offerings, such as free seafood processing services, to attract and retain customers [10] - The integration of dining and entertainment options within supermarkets is becoming a strategy to enhance customer experience and engagement [9][10] Group 3: Competitive Landscape - The competitive landscape is evolving, with a notable decline in traditional price wars as supermarkets focus on value and quality [8] - The industry faces challenges such as declining consumer purchasing power and competition from instant retail platforms [8] - The article notes that while some supermarkets are expanding, others are closing stores, indicating a mixed outlook for the sector [8]