出品 | 止戈见闻 只是这抹蓝色大多归属山姆，而非开市客（Costco）。 作者 | 黄沙垢 编辑 | 熊渐黄 2026年春节，新中产的年货清单里，标志性的"会员蓝"依旧占据C位。 这一结果背后，是两大零售巨头在中国市场走出不同的命运轨迹。 山姆入华30年，2026年初门店数量突破60家，成熟的"极速达"配送体系，让爆款瑞士卷、烤鸡几乎覆盖 所有一二线城市的餐桌。 顶着"全球零售之王"光环的开市客，入局国内7年， ...

Core Viewpoint - Recent consumer complaints about a rodent found in a product from Sam's Club highlight ongoing challenges in the membership store sector, emphasizing the need for improved supply chain management and consumer safety measures [1][5][6] Group 1: Consumer Perception and Membership Model - Initially, the membership fee model for stores like Sam's Club was not well accepted by Chinese consumers, making it difficult for these stores to expand in the market [1][2] - Over time, the rise of the middle-income population has led to increased acceptance of membership stores, driven by the appeal of exclusive products and high cost-performance ratios [2][3] Group 2: Competition and Product Differentiation - Membership stores face intense competition as more retailers enter the market, leading to a homogenization of popular products, which diminishes the uniqueness of offerings [2][3] - The pressure to develop market-leading products is significant, as competitors can quickly replicate successful items, creating challenges for established brands [3][6] Group 3: Supply Chain and Logistics Challenges - The recent incident involving a rodent in a product underscores the critical importance of logistics and supply chain management in maintaining product safety and consumer trust [5][6] - Membership stores must ensure that all aspects of the supply chain, from sourcing to delivery, are secure and efficient to prevent safety issues that could harm brand reputation [5][6] Group 4: Future Outlook for Membership Stores - The membership store model has potential for growth, but it requires continuous innovation in product offerings and a focus on safety in e-commerce logistics to meet rising consumer expectations [6]