“平移”山姆经验，沃尔玛再造沃尔玛

Core Insights - Walmart China is revitalizing its brand by focusing on product offerings and store formats, drawing inspiration from its Sam's Club experience [1][9][10] Group 1: Brand Strategy - Walmart China has upgraded its private label "沃集鲜" (Wojixian), launching nearly 1,000 new products in the past year, covering key categories such as fresh food, groceries, and beverages [1][2] - The company has consolidated its private brands, integrating some products from "惠宜" (Huayi) into the Wojixian brand, while Huayi now focuses on home goods [2][4] - Wojixian products are prominently displayed in stores and online, with significant SKU representation in key categories like snacks and cooking oils [3][4] Group 2: Supply Chain and Partnerships - Walmart is adopting a collaborative approach with suppliers, allowing for various partnership models, including OEM arrangements, to ensure quality and competitive pricing [4][5] - The company has established strict criteria for suppliers, ensuring that only those meeting quality standards can partner with Wojixian [6] Group 3: Store Format Innovation - Walmart is exploring new store formats, including community stores in Shenzhen, which focus on convenience and a curated selection of around 2,000 products [7][8] - The community store model emphasizes a "10-minute walk" concept, catering to high-density urban areas [7] - Walmart is also renovating existing stores to enhance the shopping experience, utilizing data analytics to optimize product offerings and introduce new sections [8] Group 4: Competitive Landscape - Walmart's traditional hypermarket format has faced challenges, leading to store closures, while Sam's Club has seen growth, prompting Walmart to adopt strategies from Sam's [9][10] - The company is differentiating its product offerings from Sam's Club by adjusting pricing and promotional strategies while maintaining a focus on quality [11][12]