盒马CEO严筱磊发全员信:2025年整体营收增速同比超40%
Sou Hu Cai Jing·2026-01-01 05:04

Core Insights - Hema's CEO Yan Xiaolei announced that Hema's overall revenue growth exceeded 40% year-on-year in 2025, with Hema Fresh and Super Hema serving over 100 million consumers [2] - Hema Fresh expanded into 40 new cities in 2025, while Super Hema opened over 200 new stores [2] - 80% of new product development focused on core user needs, leading industry trends in healthy food and innovative fresh solutions [2] - Hema aims to enhance supply chain resilience, create exceptional user experiences, and boost organizational efficiency to meet consumer upgrade demands [2] - By the end of 2024, Hema's strategic focus will be on Hema Fresh and Super Hema, with plans to steadily open new stores based on successful models [2] - Hema has nearly 500 Hema Fresh stores and 400 Super Hema stores nationwide [2] - Alibaba's fiscal report indicated Hema's overall GMV exceeded 75 billion yuan, with a positive adjusted EBITA for the first time [2] - Hema's GMV is projected to exceed 100 billion yuan by the end of March 2026 [2]

盒马CEO严筱磊发全员信:2025年整体营收增速同比超40% - Reportify