山姆、盒马、奥乐齐、叮咚买菜集体下沉“攻击”大卖场

Core Insights - A new competitive and market phenomenon is emerging in the East China county market, with major players like Sam's Club, Hema Fresh, Ole, Super Box, and Dingdong Maicai collectively penetrating this market [2] Group 1 - These companies are covering a wide range of consumer segments, including high-end, mid-high-end, mid-range, and mid-low-end users [2] - The integration of online and offline channels has created a network of large and small stores, as well as centralized business districts and community-based outlets [2] - The collective penetration of these companies is significantly impacting local large retail stores [2]