Core Insights - Hema is shifting away from membership stores and focusing on its core business, Hema Fresh and Hema NB, to drive growth and profitability [1][2] - The company reported a GMV exceeding 75 billion yuan for the fiscal year 2025, achieving adjusted EBITDA profitability for the first time [2] - Hema plans to open nearly 100 new stores within the fiscal year, aiming to exceed 500 total stores and expand into over 50 new cities [2] Group 1 - Hema's CEO, Yan Xiaolei, stated that the company has opened over 60 new stores in about 27 cities in the past year, while closing less than 2% of its total stores [1] - The company has experienced monthly profitability over the past fiscal year, celebrating its 10th anniversary with this achievement [1] - Hema is focusing on the lower-tier markets, particularly in the Yangtze River Delta region, targeting cities with sufficient consumer spending power [2] Group 2 - Hema's membership system has been integrated with Alibaba's Taobao membership, resulting in a 100% increase in membership within a few days [2] - The company aims to replicate its successful business model quickly and leverage community connections through its dual focus on Hema Fresh and Hema NB [1][2]
盒马今年将开100家新店
21世纪经济报道·2025-08-07 15:25