折扣店洗牌开始？好特卖多地闭店：“高成本选址”与“低价模式”矛盾凸显

Core Viewpoint - The discount retail brand "Hao Te Mai" is facing significant challenges as it slows down its expansion and closes stores in key cities, amidst increasing competition from both internet giants and traditional supermarkets [1][2][4] Group 1: Company Overview - Hao Te Mai was established in 2020, initially focusing on selling near-expiry products, and has since evolved into a chain retail brand specializing in discount goods [2] - The company has received five rounds of financing, with the last round occurring on August 16, 2021, and its parent company, Shanghai Xinguo Technology Co., Ltd., has investors including Wuyuan Capital and Jiayuan Capital [2] - As of now, Hao Te Mai has over 1,000 stores nationwide, which is relatively modest compared to competitors like Mingming Henmang and Wancheng Group, both of which have over 15,000 stores [2] Group 2: Business Model and Challenges - Hao Te Mai's franchise model requires potential franchisees to prove they have over 1 million yuan in liquid assets, with initial investment costs starting at approximately 730,000 yuan [3] - The company's business model faces structural contradictions, as it operates in high-rent shopping centers while offering low-priced products, leading to unsustainable profit margins [3][5] - The brand is experiencing increased competition from major players like Meituan, JD.com, and Hema, which are rapidly expanding their discount retail presence [4][5] Group 3: Market Competition - Internet giants are aggressively opening new stores in the discount sector, with Meituan's "Happy Monkey" and JD.com's discount supermarkets launching multiple locations [4] - Traditional supermarkets are also adapting by launching their own discount formats, such as Wumart's "Wumart Super Value," which adds to the competitive pressure on Hao Te Mai [5] - Experts suggest that the current discount model is under severe challenge, as brands like Hema and Aldi are establishing differentiated advantages through strong private label systems [5]