Walmart(US:WMT) Nan Fang Du Shi Bao·2025-10-27 12:04Core Viewpoint - Walmart China has appointed former Alibaba executive Liu Peng as the president of Sam's Club, marking a significant move in its strategy to enhance investment and upgrade its business in China [1] Group 1: Leadership Changes - Liu Peng has a diverse background in leadership roles across various companies, including Alibaba, where he held multiple senior positions [3] - Jane Ewing, who served as the acting president of Sam's Club, will return to Walmart's international division following Liu's appointment [3] - Andrew Miles, the previous president of Sam's Club, retired after 12 years, during which he oversaw significant expansion and strategic changes [3] Group 2: Strategic Adjustments - Under Jane Ewing's leadership, Sam's Club focused on accelerating expansion, enhancing data-driven decision-making, and improving cost efficiency [4] - Sam's Club plans to increase the number of new store openings from 6 to 8-10 annually and expand into lower-tier cities and county-level markets [4] Group 3: Quality Issues - Sam's Club has faced ongoing quality controversies, with numerous complaints about product quality surfacing during Andrew Miles' tenure and continuing under the new leadership [5] - Recent complaints include issues with food quality and safety, leading to significant public backlash and negative media attention [5] - As of now, there are over 12,000 complaints related to Sam's Club on the Black Cat Complaints website, highlighting ongoing consumer dissatisfaction [5] Group 4: Operational Concerns - There have been criticisms regarding the delivery methods used by Sam's Club, particularly concerning the overloading of delivery vehicles [6] - The company has acknowledged these issues and is implementing measures to improve delivery logistics by introducing appropriate vehicles for different types of cargo [6]