盒马“硬折扣”，出击！

Core Viewpoint - The launch of the franchise channel for Super Box Calculation NB marks its first official step into franchising, targeting practical consumers with a focus on low prices and essential products [1][5]. Group 1: Franchise Details - The first cities for franchise openings are Shanghai, Hangzhou, Jiaxing, and Huzhou, with an annual franchise fee of 50,000 yuan (excluding store renovation, equipment, and deposit costs) [3]. - The total investment for a standard 600 square meter store is approximately 2.65 million yuan, which includes the franchise fee, a performance and goods deposit of 800,000 yuan, renovation costs of about 900,000 yuan, and equipment costs of around 900,000 yuan [3]. - Franchisees are required to select locations in large residential communities or mature business districts, with store sizes ranging from 500 to 650 square meters [3]. Group 2: Business Model and Strategy - Super Box Calculation NB has been rapidly expanding, opening over 20 stores per month since its brand upgrade in August, indicating a successful single-store model [5]. - The store focuses on over 1,500 essential products across four consumer scenarios, with nearly 60% of its offerings being private label products [5]. - The cautious approach to franchising suggests a trial phase to assess the viability of the franchise model, with potential challenges in maintaining product and service consistency [5][6]. Group 3: Market Context - The opening of the franchise channel adds momentum to the competitive discount retail sector, which is expected to see significant growth by 2025, referred to as the "Year of Hard Discounts" in China [6]. - Other players in the discount retail space include Meituan's Happy Monkey and JD's discount supermarkets, indicating a growing trend in the market [6][7]. - Super Box Calculation NB currently operates over 350 stores, positioning itself as a leader in the industry [7].