Core Viewpoint - The article discusses the rising trend of private label products in the retail sector, highlighting how retailers are shifting from independent brands to their own branded products to enhance profitability and market differentiation [10][15][18]. Group 1: Market Trends - Retailers are increasingly becoming suppliers for supermarket private labels, which helps stabilize or increase their sales channels [3][4]. - The strategy of "reducing independent brands and increasing channel brands" is gaining traction among retail brands, with some companies reporting significant growth in their private label segments [6][10]. - The market for private label products in China is expected to grow, with the share of innovative private label products increasing from 11% to 26% between 2022 and 2024 [15]. Group 2: Financial Performance - Companies like Sam's Club and other emerging retail formats are seeing substantial membership growth and revenue from their private label products, with Sam's Club's annual membership fees exceeding 1.3 billion yuan [11][12]. - The sales of traditional hypermarkets are declining, with a reported drop of 14.75% year-on-year in Q3 2025, while new retail formats are thriving [14]. Group 3: Collaboration and Development - Retailers are collaborating with suppliers to develop private label products, which involves a shift towards reasonable profits, lower prices, and higher quality [20][21]. - The relationship between retailers and suppliers is evolving, with a focus on transparency in pricing and product development capabilities [24][26]. - Successful partnerships are characterized by long-term commitments that stabilize product quality and allow for product iteration [26][28]. Group 4: Supply Chain Innovation - The article emphasizes the need for retailers to engage deeply with suppliers to co-create products, which can lead to better integration of supply chains and improved product standards [31][34]. - High standards set by retailers are pushing suppliers to enhance their production capabilities, leading to a more standardized and efficient supply chain [35][36]. - The article suggests that the collaboration between retailers and suppliers can ignite innovation within the supply chain, benefiting both parties [46].
他们,挤破头要做山姆、胖东来和奥乐齐的供应商
吴晓波频道·2025-11-01 00:30