36氪·2025-03-12 00:12Core Viewpoint - The article discusses the rapid expansion of JD's fresh food supermarket "JD Seven Fresh" and its strategy to enhance its presence through warehouse stores, aiming to compete effectively in the fresh food market amidst ongoing challenges in the industry [2][10]. Group 1: JD Seven Fresh Expansion - JD Seven Fresh plans to open 20 new warehouse stores in Tianjin by the end of June 2024, with additional expansions in Beijing and other cities [2][3]. - The Beijing Songjiazhuang warehouse store, set to open in September 2024, will focus on delivering products within 30 minutes, emphasizing quality, low prices, and high efficiency [2][3]. - Currently, JD Seven Fresh operates 68 stores nationwide, with a significant concentration in Beijing (37 stores) and other major cities [2]. Group 2: Industry Context and Challenges - The fresh food industry has seen a surge in demand for home delivery services, particularly during the pandemic, leading to rapid expansion of warehouse models [5]. - However, the sustainability of the warehouse model has been questioned, with industry leaders like Hema's founder expressing concerns over profitability and operational challenges [5][6]. - The collapse of daily fresh food company "Daily Fresh" in July 2022 due to blind expansion has cast a shadow over the industry, prompting other players to reassess their strategies [6]. Group 3: Competitive Landscape - JD Seven Fresh's strategy includes offering competitive pricing, with some products priced about 10% lower than competitors [9]. - Hema has also adjusted its strategy, focusing on a dual model of large fresh stores and discount stores, indicating a shift in the competitive dynamics of the fresh food market [9]. - Dingdong Maicai has reported profitability for the fiscal year 2024 and plans to continue expanding its warehouse network, indicating a recovery in the sector [8].