山姆499元单品卖爆 多地断货 中产涌入超市抢300元羽绒服

Core Insights - Sam's Club's down jacket priced at 499 yuan has sold out in multiple locations, with many consumers seeking to purchase it on social media and second-hand platforms [1][11] - Walmart's Q3 financial report for FY2026 shows that Walmart China achieved net sales of 6.1 billion USD, a year-on-year increase of 21.8%, and Sam's Club opened 8 new stores in the past 12 months, marking a significant expansion in China [11] Group 1: Product Demand and Supply - The down jackets from Sam's Club, along with other supermarket brands, are experiencing high demand, leading to stock shortages [1][12] - Various models of women's down jackets and vests are currently being restocked, with prices ranging from 100 yuan to 400 yuan [6] - Media inquiries revealed that multiple Sam's Club locations in Shanghai, Beijing, Wuhan, and Shenyang reported that the down jackets are out of stock with no confirmed restock dates [11] Group 2: Product Features and Consumer Perception - The down jacket from Sam's Club features a filling of 400 grams of white duck down with an 80% down content, while Costco's version has a filling of 180 grams [14] - The popularity of supermarket down jackets is attributed not only to their competitive pricing but also to their high filling capacity and value for money, as consumers appreciate the clear specifications provided [14] - The target demographic for Sam's Club's down jackets primarily consists of women aged 30-45, particularly practical white-collar workers [15]