GMV将破千亿？盒马CEO内部信说了三个关键信息

Core Viewpoint - Hema is undergoing significant strategic adjustments, focusing on expanding its store formats and improving profitability, with a strong emphasis on community-oriented discount stores and a streamlined product development approach [4][6][8]. Group 1: Store Expansion - Hema has entered 40 new cities in the past year, with over 200 new stores of the discount format "Super Box Calculation NB" [4]. - The total number of Hema stores is approximately 900, with around 500 Hema Fresh stores and 400 Super Box Calculation NB stores [5]. - Hema Fresh's store growth rate is about 19%, while Super Box Calculation NB's growth rate is approximately 87% [5]. Group 2: Revenue and Profitability - Hema's overall revenue growth exceeded 40% in 2025, with over 100 million consumers served [6]. - The projected GMV for Hema by the end of the fiscal year 2026 is expected to surpass 100 billion yuan [6]. - Hema achieved profitability for the first time in the 2025 fiscal year, indicating a strong likelihood of continued profitability in 2026 [6]. Group 3: Product Development Strategy - In 2025, 80% of Hema's new product development focused on core consumer needs, marking a shift towards a more pragmatic and targeted approach [6]. - The company is simplifying processes and breaking down organizational barriers to enhance operational efficiency [7]. Group 4: Competitive Landscape - The offline retail market is becoming increasingly competitive, particularly in the discount store segment, with other brands like Yonghui and Jiajiayue also expanding [8]. - Hema's growth is closely linked to the ongoing battle in online instant retail, where it plays a crucial role as a supply hub [8].