中国的外卖大战正酣，大洋彼岸也不甘示弱，电商巨头亚马逊计划在年底前将在美国的生鲜当日达服务 范围扩大一倍。供应链和成熟的物流固然是亚马逊的优势，但生鲜电商是一门慢生意，想要盈利，就需 要熬过漫长的培育期。此外，不仅亚马逊、沃尔玛等传统大玩家在长期布局，Instacart和Doordash等"新 星"也渐露头角。在这个过程中，行业的分化会更加明显。 年底扩至全美2300多个城市 当地时间8月13日，亚马逊宣布，公司已在超过1000个美国城市提供生鲜当日达服务，计划在今年年底 前将服务扩大到2300多个城市，并在2026年继续扩展。 亚马逊全球商店业务CEO道格·赫林顿（Doug Herrington）表示："我们不断创新，让顾客的食品杂货购 物体验变得更简单、更快捷、更实惠。" 具体而言，最新服务可以让顾客将海鲜、肉类、冷冻食品等生鲜杂货，与平台上可以同日送达的商品 （例如电子产品、书籍等）一同下单，并在数小时内送到家门口。 运费方面，亚马逊表示，Prime会员将能够在大多数城市享受25美元以上订单免运费服务，如果订单未 达到最低金额则需要额外支付2.99美元，而非Prime会员需要为所有订单支付12.99美元 ...

中新网烟台5月30日电 题：探访"中国大樱桃第一镇"：客商云集成"甜蜜枢纽" 记者 王娇妮 初夏微风掠过山东半岛，饱满的大樱桃果实缀满枝头。走进山东烟台福山区张格庄大樱桃交易市场，电 子秤的报数声、快递员的扫码声、主播的推介声，与空气中弥漫的樱桃果香，交织成热闹非凡的交易图 景。 在市场内分拣大樱桃。曲正扬 摄 图为果农 "现在每天的成交量有50万斤，预计高峰期将达到200万斤，福山大樱桃从这里发往全国各地。"指着市 场内的大数据平台屏幕，张格庄大樱桃交易市场负责人吴鹏称，果农和客商可以通过该平台实时了解大 樱桃采收、成交等各类信息。 "红灯"大樱桃宛如红宝石，酸甜适口；"水晶"大樱桃晶莹剔透，果肉软嫩；"美早"大樱桃甜味浓郁醇 厚……当地大樱桃凭借丰富的品种，上市后迅速成为"生鲜网红"。 图为物流 工作人员在码放大樱桃快递箱。曲正扬 摄 科技与物流的深度结合，为张格庄大樱桃装上"鲜速引擎"：交易市场旁设置冷链仓储中心，打造分拣装 车快速通道；京东无人机化身"空中快递员"，以15公里飞行半径、15公斤载重能力，快速将山地果园的 樱桃直送揽收点；顺丰依托低空经济技术，大大缩短产区至中转场的运输时长。 "一骑红尘 ...

Core Insights - Pupu Supermarket has adopted a unique strategy by focusing on regional operations rather than nationwide expansion, which has allowed it to survive in a challenging market environment [1][10] - The company achieved its first annual profit in 2024, with revenues around 30 billion yuan and a gross margin of 22.5% [2][18] - Pupu Supermarket's approach contrasts with the traditional "burn money for scale" model prevalent in the fresh e-commerce sector, allowing it to thrive during industry downturns [2][10] Company Strategy - Pupu Supermarket operates primarily in Fujian and Guangdong provinces, as well as in nine cities including Chengdu and Wuhan, adhering to a "slow and steady" growth philosophy [1][10] - The company utilizes a front warehouse model, which involves establishing warehouses close to residential areas to ensure rapid delivery within a 1.5 km radius [6][17] - The average size of Pupu's warehouses has increased from 300-500 square meters to 800-1000 square meters, enhancing picking efficiency and reducing fulfillment costs [17][18] Market Context - The fresh e-commerce market in China saw rapid growth around 2015, supported by favorable policies and technological advancements, leading to the establishment of numerous platforms [4][5] - Pupu Supermarket was founded in 2016 and initially struggled to gain visibility compared to larger competitors, but its understanding of local market dynamics allowed it to carve out a niche [5][10] - The company has maintained a cautious expansion strategy, only entering six cities by 2023, which has proven beneficial in a volatile market [10][24] Financial Performance - In 2022, Pupu Supermarket reported a GMV growth of 53% to 23 billion yuan and a revenue increase of 28% to 20.36 billion yuan [11] - The company has successfully transitioned to profitability in 2024, with projected revenues of approximately 30 billion yuan, surpassing competitors like Dingdong Maicai [2][18] - Despite achieving profitability, Pupu Supermarket faces ongoing challenges in balancing operational costs and customer experience, leading to multiple price adjustments for delivery fees [12][15] Competitive Landscape - The fresh e-commerce sector is characterized by a "layered" market, with competitors like Hema focusing on high-end offerings and Dingdong Maicai maintaining a core focus on fresh produce [22][24] - Pupu Supermarket's cautious approach has allowed it to avoid the pitfalls faced by other players who aggressively expanded and subsequently retracted their operations [10][22] - The company is currently exploring opportunities for an IPO, having previously laid the groundwork for a public offering in 2022 [24]