4年时间门店从0增至960家，好特卖如今陷入闭店争议！官方回应

Core Viewpoint - The discount retail chain Haotemai is facing store closures in multiple cities, with new franchise applications being halted in some areas, indicating a significant slowdown in expansion plans [1][4]. Group 1: Store Closures and Business Strategy - Haotemai is reportedly closing stores in major cities such as Guangzhou, Changsha, Hangzhou, and Beijing, with a projected reduction in new store openings to only a few dozen by 2025 [1][4]. - The company claims that the closures are part of normal operational decisions by franchisees or direct stores, with an overall closure rate of less than 5% for the year [3]. - Internal sources indicate that closures are primarily due to issues like high rental costs, lease expirations, and poor performance of certain stores [3]. Group 2: Company Growth and Competition - Founded in 2020, Haotemai has rapidly expanded, opening nearly 1,000 stores within four years and securing five rounds of financing from various investors [4]. - As of April 2023, the company had over 500 stores across 32 cities, with plans to add approximately 50 new stores monthly and expand to 100 cities by the end of the year [7]. - However, competition has intensified with major players like Meituan, JD.com, and Hema entering the discount snack market, putting pressure on Haotemai's growth [7]. Group 3: Pricing and Quality Issues - Haotemai's pricing for several snack items has been criticized for lacking a competitive edge, with some products priced similarly to regular supermarkets [8]. - Consumer complaints regarding product quality have surfaced, with reports of stale or spoiled items being sold [10]. - To counter competition, Haotemai has increased its beauty product offerings, with the share of beauty SKUs rising from 10% to 14% and revenue from beauty products increasing from 11% to 15% from 2020 to 2024 [14]. Group 4: New Business Ventures - In November 2024, Haotemai opened its first super warehouse in Nanjing, expanding its product range to include clothing, beauty products, and luxury items, although this model is currently a supplement to its main business [15].