破局闭店潮：零售行业在转型中探寻新生

Group 1 - The retail industry in 2025 is experiencing a "two extremes" situation, with a continuous wave of store closures alongside active transformation efforts [1] - In 2024, 782 supermarkets closed nationwide, and in the first half of 2025, 720 stores closed, with an estimated total of over 1500 closures for the year [1] - Major retailers are closing stores aggressively, with one local supermarket giant shutting down 273 stores in just 90 days from January to March [1] Group 2 - The trend of community-oriented and smaller store formats is becoming mainstream, with large retailers downsizing from thousands of square meters to around 3000 square meters for community living centers [1] - The aforementioned local supermarket giant plans to close 200-350 inefficient stores while opening 45 community stores in the western region [1] - These transformed stores are adding convenient services like package collection and housekeeping appointments, leading to a noticeable increase in foot traffic [1] Group 3 - The "store-warehouse integration" model is effectively addressing offline shortcomings, with several retailers converting stores into front warehouses and offering "online ordering, store delivery" services [2] - In the first half of 2025, stores adopting this model saw a significant increase in online sales, countering the decline in offline foot traffic [2] - Retailers are introducing discount and self-pickup store formats to cover diverse consumer needs, stabilizing their operations amid the closure wave [2] Group 4 - Retail transformation is inevitable, and the closure of over 1500 stores is both a release of industry pressure and an opportunity for structural optimization [3] - Companies must abandon the obsession with scale and focus on genuine consumer needs, combining the experiential advantages of physical stores with the convenience of online services [3] - A more efficient and consumer-oriented retail ecosystem is gradually forming, providing direction for the industry to emerge from the closure gloom [3]