Walmart(US:WMT) Xin Lang Cai Jing·2025-10-27 05:22Core Viewpoint - Walmart China has appointed Liu Peng as the President of Sam's Club in China, aiming to enhance the company's strategic capabilities and digital transformation while focusing on member-centric operations [3][10]. Group 1: Leadership Changes - Liu Peng, with nearly 20 years of retail experience, will oversee Sam's Club operations in China and report directly to Walmart China's President and CEO [3]. - The previous acting president, Jane Ewing, will conclude her term by the end of this year [3]. Group 2: Strategic Focus - Liu Peng's expertise in global supply chain integration and understanding of Chinese consumer needs aligns with Sam's Club's strategy of leveraging global resources while co-creating value in the Chinese market [5]. - His experience at Alibaba, where he held various leadership roles, will contribute to building a robust global procurement system and enhancing logistics efficiency [5]. Group 3: Member Value Enhancement - Liu Peng's insights into Chinese consumer demands will help Sam's Club refine its product strategies and service designs, thereby increasing member loyalty and perceived value [7]. - Walmart China reported a net sales figure of $5.8 billion for Q2 2026, reflecting a 30.1% year-on-year growth, indicating the importance of enhancing member value to sustain high growth [7]. Group 4: Digital Transformation and Growth - Liu Peng's appointment signifies Walmart's commitment to increasing investment in China, with Sam's Club currently operating nearly 60 stores across over 30 cities and planning to open five more by the end of the year [9]. - His background in digital transformation and supply chain management is expected to improve Sam's Club's logistics and operational efficiency, ultimately benefiting member value [9][10].