Costco(US:COST) 36氪·2025-05-09 12:37Core Viewpoint - Costco's recent launch of its city-wide delivery service has led to disappointment among members due to poor service quality and delivery issues, raising concerns about its competitiveness against rivals like Sam's Club [4][6][9]. Delivery Service Experience - Members have expressed dissatisfaction with the delivery service, citing issues such as lack of ice packs for frozen items and delayed delivery times, which have led to food spoilage [4][6]. - A member's experience highlighted that while Sam's Club offers a more efficient delivery service, Costco's delivery system appears to be underdeveloped and reliant on third-party services [6][7]. Comparison with Competitors - Sam's Club has established a more robust delivery system since entering China earlier, utilizing partnerships with local delivery services to enhance customer experience [7][11]. - Costco's delivery options include various pricing structures, but the overall experience has not met member expectations, especially when compared to competitors who offer free or faster delivery [8][10]. Market Position and Challenges - Costco has only seven stores in China, which contributes to higher delivery costs and limits its ability to compete effectively in the market [10]. - The company is perceived to be lagging in adapting to local market demands and improving its e-commerce capabilities, which could jeopardize its membership retention [9][11].