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盒马宣布今年将开100家新店,门店总数预计超过500家
Guan Cha Zhe Wang· 2025-08-07 04:14
Group 1 - The core viewpoint is that Hema plans to open nearly 100 new stores within the fiscal year, aiming to exceed a total of 500 stores, reflecting confidence in the domestic consumer market [1] - Hema's rapid expansion includes nearly 70 new stores opened in the previous fiscal year, with 27 new cities covered, indicating strong consumer interest as evidenced by long queues at openings [1] - Hema's CEO emphasizes that opening more stores will enhance consumer service and leverage technology and innovation to improve product offerings and shopping experiences [2] Group 2 - Hema's GMV for the fiscal year 2025 is projected to exceed 75 billion yuan, marking the first year of adjusted EBITA profitability [2] - Hema has achieved double-digit growth in sales and store numbers, ranking among the top three in the 2024 Chain Top 100 list by the China Chain Store & Franchise Association [2] - The launch of "Cloud Enjoy Club" allows non-members to access nearly 4,000 products online, expanding Hema's service reach nationwide [5]