永辉超市:2026年聚焦商品、门店、组织“三大深耕”

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, outlined the company's strategic transformation achievements and plans for 2026 in a New Year letter, highlighting a significant turnaround in core operational metrics with a return to growth in same-store traffic and sales after five years [1] Group 1: Strategic Transformation - In 2025, Yonghui Supermarket initiated a large-scale operational overhaul, closing nearly 400 low-quality stores and focusing on the systematic renovation of over 300 existing stores, covering a total area exceeding 2 million square meters [1] - The transformation is described as a "massive reshaping of operational philosophy and organizational mindset" [1] Group 2: 2026 Focus - For 2026, the company aims to focus on sustainable system capability building, transitioning from scale adjustments to deepening product quality and store experience [1] - Plans include upgrading procurement roles to "quality achievers," establishing a "quality community" with 200 core production areas and factories, and creating "100 billion-level signature products" to enhance brand recognition [1] Group 3: Store Experience - The company intends to transform stores from mere transaction venues to "lifestyle spaces," creating "community kitchens" and "neighborhood living rooms" to serve as trusted community service hubs [1] Group 4: Organizational Development - Yonghui Supermarket aims to shift organizational functions from "management control" to "empowerment," clarifying responsibilities, simplifying processes, increasing training, and investing in AI technology to enhance frontline employee engagement and value perception [2] Group 5: Long-term Commitment - Wang Shoucheng expressed a strong commitment to a long-term quality retail strategy, instilling confidence in the "New Yonghui" for a renewed journey [3]