盒马CEO严筱磊：2025年盒马营收增速超40%

Core Insights - The CEO of Hema, Yan Xiaolei, announced a target for overall revenue growth exceeding 40% year-on-year by 2025, with Hema Fresh and Super Hema serving over 100 million consumers [1] - Hema Fresh plans to enter 40 new cities by 2025, while Super Hema aims to open over 200 new stores [1] - The company will focus on enhancing supply chain resilience, creating an exceptional user experience, and boosting organizational efficiency to meet consumer upgrade demands [1] Financial Performance - Hema's overall GMV exceeded 75 billion yuan last year, and it achieved positive adjusted EBITA for the first time [1] - It is estimated that Hema's GMV could surpass 100 billion yuan by the end of the 2026 fiscal year [1] Strategic Focus - The strategic focus will be on Hema Fresh and Super Hema, with the former replicating successful models and the latter refining quality models [1] - Currently, Hema operates nearly 500 Hema Fresh stores and 400 Super Hema stores nationwide [1]