今年前十月上海新增首店八百四十八家 外资零售持续“加仓” 到上海开新店 岁末势头不减

Core Insights - Sam's Club is set to open its 62nd store in China, located in the Pudong Tang Town area of Shanghai, marking the seventh store in Shanghai and reflecting a rapid expansion since 2019 [1] Group 1: Expansion of Foreign Retail in Shanghai - The trajectory of Sam's Club exemplifies the ongoing increase of foreign retail investments in Shanghai, with 848 new flagship stores added from January to October 2025, including 275 in retail [2] - High-profile global and Asian flagship stores have been established in Shanghai, with 13 global and Asian first stores and 134 national and mainland first stores, accounting for 17.3% of the total [2] - Notable new entries include HOKA's first global experience center, COACH's first global resort store, and several other international brands opening flagship stores in Shanghai [2] Group 2: Adaptation Strategies of Foreign Retailers - Foreign retailers are focusing on deep adaptation to market changes, emphasizing experiential consumption, as seen with LV's "Louis Voyage" exhibition attracting over 360,000 visitors [3] - The concept of "quality-price ratio" is highlighted, with Sam's Club offering promotional prices on popular products, such as a Spanish-imported avocado oil reduced to 69.9 yuan [3] - The strategy also includes leveraging online channels and expanding into lower-tier markets, with Sam's Club's "Express Delivery" service covering most areas in Shanghai [4]