10 月 27 日，沃尔玛中国宣布，任命刘鹏为山姆会员店业态总裁，直接向沃尔玛中国总裁及首席执行官朱晓静汇报。 刘鹏的职业履历非常丰富。 2015 到 2024 年间，他就职于阿里巴巴集团，先后担任天猫国际总经理、天猫进出口业务总裁、阿里巴巴集团副总裁兼 B2C 零售事业群总裁、淘天集团 品牌业务发展中心总裁等职务。 在此之前，他还曾在好孩子中国、苏宁电器、海尔集团负责采购、市场营销等方面的工作。 这一人事变动迅速引发网友的探索欲，段子手更是抛出"山姆全员都将学会写周报"的互联网大厂梗。 在新闻娱乐化的另一面，我们可以窥见山姆在中国市场下一个 10 年的方向，主要有如下关键三点： 1、会员制商超的竞争，已从"仓储模式"之争，升级为"本土化深度运营"之争 山姆的传统优势是"货"，即全球采购和自有品牌的开发。 天猫国际的成功是刘鹏职业生涯的高光。沃尔玛中国在任命公告中也重点强调，他在阿里巴巴任职期间，展现了对全球品牌本地化战略的深刻理解和对中 国消费者需求的敏锐洞察力，成功地将众多优秀的海外品牌推向中国市场。 在阿里体系下，基于对"人"（消费者）的深度洞察，来驱动"货"的快速反应和精准匹配。 他的任务很可能不仅是 ...

Group 1: Industry Overview - As of April 29, among 144 wholesale and retail companies that have released their 2024 annual reports, 80 companies reported a year-on-year decline in net profit, and 27 companies incurred losses, primarily due to intense industry competition leading to pressure on store sales [1] - Traditional retail companies face challenges such as outdated product presentation, insufficient services, and product homogeneity, which hinder their ability to generate profits [1] - "Store adjustment" has become a consensus in the industry, as highlighted in annual reports from companies like Zhongbai Holdings Group and Nanjing Central Market Group [1] Group 2: Supply Chain Dynamics - The retail industry's supply chain is undergoing challenges such as demand differentiation, pressure from private labels, and efficiency tests, transitioning from a competitive to a collaborative model [2] - The core of traditional supply chain competition has shifted from "cost competition" to "value competition," emphasizing quality upgrades rather than mere differentiation [2] - Companies are focusing on core suppliers to build a supply chain that emphasizes quality, pricing, and long-term relationships [2] Group 3: Future Trends - Flexibility and responsiveness of the supply chain are becoming key competitive factors, with an increasing emphasis on information sharing and digital collaboration [3] - The relationship between retailers and suppliers is evolving from a transactional nature to a value community, moving from cost competition to shared innovation [3] - The retail supply chain transformation is expected to deepen as new retail infrastructure becomes more established [3]