Walmart(US:WMT) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-03 23:20Core Insights - The recent update of the Sam's Club app has sparked controversy among users, highlighting challenges in digital transformation and intense competition in the membership-based supermarket sector [1][2] - The appointment of Liu Peng as the new president of Sam's Club is seen as a strategic move to enhance e-commerce capabilities and maintain a high-end positioning in response to competitive pressures [2][3] Digital Transformation Challenges - Users have criticized the app for overly beautified images, confusing product information, and a complicated interface, which negatively impacts user experience [1] - Sam's Club has acknowledged the feedback and is committed to improving the app based on member suggestions, emphasizing a "member-first" approach [1] Competitive Landscape - The competition among membership-based supermarkets is shifting towards digital capabilities, with a focus on user experience and supply chain integration [4][6] - Companies like Costco leverage brand influence and unique member services, while new platforms like Alibaba and JD.com dominate the instant retail space with strong logistics capabilities [3][5] User Experience and Supply Chain Integration - Key factors for online competition include clear product information, user-friendly interfaces, and efficient delivery services [5] - Sam's Club is piloting "one-hour delivery" services in select cities to compete with instant retail platforms, while Costco is investing in delivery infrastructure to enhance efficiency [5][6] Future Outlook - The future of online competition among membership-based supermarkets will focus on faster and more accurate delivery, with companies needing to optimize their supply chains to meet local demands [6]