Core Viewpoint - The surge in sales of Sam's Club down jackets, priced at 499 yuan, indicates a growing consumer interest in affordable yet high-quality winter apparel, leading to stock shortages across multiple locations [1][6]. Group 1: Sales Performance - Sam's Club has experienced a rapid expansion in China, with its parent company Walmart reporting a net sales figure of 6.1 billion USD for the third quarter of fiscal year 2026, reflecting a year-on-year growth of 21.8% [6]. - In the past 12 months, Sam's Club has opened 8 new stores, marking the most aggressive expansion year in China [6]. Group 2: Product Details - The popular down jacket features a filling of 80% white duck down, with the M size containing 400 grams and the L size containing 421 grams of down [6]. - Other supermarkets, such as Costco and Pang Donglai, have also seen similar trends with their down jackets, indicating a broader market interest in affordable winter wear [8]. Group 3: Consumer Insights - The target demographic for Sam's Club down jackets primarily consists of women aged 30-45, particularly practical white-collar workers [10]. - The appeal of supermarket down jackets is attributed to their sufficient filling and clear pricing, with consumers valuing product quality over brand recognition [9][10].
山姆499元单品卖爆，多地断货，中产涌入超市抢300元羽绒服
21世纪经济报道·2026-01-10 23:42