老乡见老乡，两眼泪汪汪。京东和创始人刘强东如此支持宿迁，宿迁人民势必也要支持京东新开的折扣 超市。更何况这次在宿迁新开的四家，比此前的门店都更大，种类更丰富。 8月30日，京东折扣超市在江苏宿迁四店连开。据多家媒体报道，四店开业首日累计涌入超30万人，为 所在的商场吸引客流，超过了日常的3-4倍。而销售额，也同样创下京东折扣业态首日销售新纪录。 值得一提的是，昨日宿迁一直雨水不断，但很多市民依然撑伞在店外排起长队，形成"万人雨中等进 店"的罕见开业场面。 开业当天，折扣超市采用的是"自然闭店"的方式，也就是不设置必须遵守的关店时间，不提前关闭入口 和催促离开，而是"服务完最后一位顾客"再关店。营业首日，京东折扣超市一直到第二天的凌晨0点30 分才闭店。由于人数过多而启动的限流措施，也一直从早上9点开业持续到凌晨自然闭店。 有人可能会说，这是京东创始人刘强东的"老家"，家乡人肯定要去支持一波。更何况刘强东自己这两天 也现身宿迁，又是周五被逛希望城京东折扣超市的市民偶遇，其面带微笑与家乡人亲切互动，又是周六 凌晨现身大排档与路人合影，并被拍到在苏超现场为宿迁队加油助威。 宿迁的"爆火"也许有相互成全、与京东惺惺相 ...

盒马发力硬折扣业态，将盒马NB升级为"超盒算NB"，加速独立发展。在硬折扣赛道竞争愈发激烈之际，此次升级将推动行业迈向新阶段。 编辑：乐乐 超盒算NB提出的"平价社区超市"定位，可以理解为"硬折扣"与"社区商业"的结合，NB意为Neighbor Business，意为"邻里商业"。 出品：零售商业财经 ID：Retail-Finance 8月29日，盒马旗下平价社区超市盒马NB宣布品牌升级,升级后更名为"超盒算NB"，品牌Slogan更迭为"真实惠、够放心"。 图：品牌升级后的超盒算NB新店 作为盒马自2022年开始培育孵化的硬折扣业态，超盒算NB的门店数已经接近300家（含正在陆续更名中的盒马NB门店），渗透进了江浙沪地区大大小小 的城市，甚至开到了镇上。 行业人士认为，此次升级的重要原因是超盒算NB度过孵化期、模式跑通，建立起成熟、独立的运营体系与一定的市场认知度，下一个阶段将快速发展壮 大。品牌升级意味着有独立接受市场检验的自信心。 此外，超盒算NB已经悄然开出了近300家门店，初具规模，此时发力也标志着硬折扣零售到了一个新的发展阶段，市场竞争更加白热化。 图：7点半，杭州超盒算NB新店开业现场 折扣零 ...

来源：新浪科技 美团（HKEX：3690）今日发布了截至6月30日的2025年第二季度财报：营收为918亿元，同比增长 11.7%。净利润为3.653亿元，而2024年同期为114亿元；调整后的净利润为15亿元，而2024年同期为136 亿元。 详见：美团第二季度营收918亿元 经调净利润15亿元 财报发布后，美团董事长兼CEO王兴、高级副总裁兼CFO陈少晖参加了随后举行的分析师电话会议，对 财报进行了解读。 以下为电话会议问答环节实录： 杰富瑞分析师Thomas Chong：我的问题有关行业竞争。目前我们看到，竞争对手持续为用户提供高额 补贴。能否请管理层与我们详细谈一谈，对此美团有哪些应对策略？目前来看策略的有效性如何？当前 的行业竞争是否已经影响了公司的市场份额？管理层如何看待当前"价格战"对行业演化带来的影响？ 王兴：在正式回答你的问题之前，有一个观点需要明确：美团坚决反对行业内卷。相关的监管部门也已 经明确表示，他们并不希望看到行业内卷。话虽如此，如果竞争持续下去，甚至变得更加激烈的话，我 们也将竭尽全力捍卫我们的市场地位。 这并非美团第一次面临如此激烈的行业竞争。在过去的许多年里，我们一直都是在竞 ...

Core Viewpoint - JD.com is making a significant move into the discount supermarket sector with the opening of its first store in Zhuozhou, Hebei, on August 16, marking a strategic expansion into offline large-scale discount retail [5][6]. Group 1: Store Features and Offerings - The Zhuozhou store spans 5000 m² and offers over 5000 high-quality daily necessities, significantly larger than typical discount supermarkets [7][9]. - The store features a wide range of categories including daily goods, fresh food, fast-moving consumer goods, and beverages, with product variety and store size being 3-4 times larger than industry norms [9]. - Freshness and safety are emphasized in the meat and seafood sections, with strict quality control measures in place to ensure customer confidence [23]. - A self-service area is provided for customer convenience, offering items like disposable gloves and microwave services, enhancing the overall shopping experience [28]. Group 2: Strategic Positioning and Consumer Trends - JD.com positions its discount supermarket with a focus on "good products at low prices," responding to a shift in consumer behavior towards value and quality over brand prestige [29][32]. - The store promotes a rational consumption philosophy, encouraging consumers to prioritize essential needs and avoid impulsive purchases [32]. - Competitive pricing is highlighted with examples such as 9.9 yuan for 30 fresh eggs and 19.99 yuan for 10 kg of rice, aligning with consumer demands for both affordability and quality [34]. Group 3: Expansion Plans and Market Context - Following the Zhuozhou opening, JD.com plans to accelerate its expansion with four new stores set to open in Suqian, Jiangsu, on August 30, and a second store in Hebei in September [28]. - The discount retail sector is projected to reach a market size of 2.28 trillion yuan by 2025, indicating a growing trend towards value-oriented shopping [50]. - Competitors in the discount retail space are rapidly increasing, with traditional supermarkets and new retail players like Dingdong Maicai and Hema also entering the market [50][54]. Group 4: Industry Dynamics and Future Outlook - The discount retail sector is experiencing explosive growth, with various players, including both domestic and international brands, actively expanding their presence [50][54]. - The rise of discount retail aligns with a broader consumer trend towards quality and value, as consumers seek to balance cost with product quality [56]. - Industry experts suggest that the trend towards discounting reflects a societal shift, with businesses encouraged to focus on core competencies to thrive in this evolving landscape [56].

京东的折扣超市不仅开到了河北涿州，在千里之外的江苏宿迁，还有4家门店正紧锣密鼓地装修。 宿迁泗洪吾悦广场官方账号发出了京东折扣超市的装修图，并配文"一起云监工，全城都在等"，为该超市8月30日开业造势。 京东在南北两地布局硬折扣超市时，美团亦挥动战旗。 自8月以来，杭州拱墅区大关路小区门口支起了一个帐篷，美团工作人员不断向来往行人介绍美团自营的硬折扣超市快乐猴将在8月29日开业。 美团快乐猴小程序显示，项目门店已落地杭州和北京，杭州有两个门店，全在拱墅区，北京门店位于王四营地区广化大街。 美团一位内部人士透露，美团未来几年将在全国开设千家快乐猴；京东折扣超市在8月"5店同开"后，也表示会向天津、安徽、河南等地拓展。 继外卖和即时零售后，京东和美团在硬折扣超市领域投入重兵。 巨头抢食"硬折扣" 一位深入折扣零售领域寻找标的的投资人介绍，和临期尾货的"软折扣"不同，"硬折扣"是以量换价，通过规模化采购以及供应链优化实现可持续低价。 在中国互联网电商领域，阿里巴巴最先通过盒马涉足硬折扣零售，以上海为据点，推出硬折扣品牌店盒马NB，并逐步向苏杭等华东市场辐射。 目前，杭州拥有50家盒马NB门店，占全国总量的五分之一。 ...

Core Viewpoint - Jingxiaobox, a leading hard discount retail brand in Xi'an, focuses on product strength, extreme cost-effectiveness, community engagement, and operational optimization to establish its market presence, providing a reference for regional retail brands [2][4]. Group 1: Company Overview - Jingxiaobox has over 130 stores in Xi'an, with store sizes typically ranging from 600 to 800 square meters and an overall SKU count of approximately 1,000 to 1,200, covering essential household categories such as grains, fresh produce, beverages, and snacks [2][4]. - The brand originated from "Adir Life Supermarket," which opened its first store in 2015, adopting a simplified product display method and pricing around 70% of other supermarkets, inspired by Germany's ALDI [2][4]. Group 2: Operational Strategy - Jingxiaobox implements a cost-control strategy similar to ALDI's "penny-pinching supermarket" model, focusing on minimizing operational costs through simplified store layouts and direct product displays [6][10]. - The stores primarily cater to daily household needs, with a focus on essential products, and some locations offer basic fresh produce in a simplified display format [6][8]. Group 3: Pricing and Product Strategy - The pricing strategy emphasizes extreme cost-effectiveness, with competitive prices on fresh produce and other essential items, such as pumpkin at 1.99 yuan per jin and bottled water at 3.8 yuan for 500ml [11][13]. - Jingxiaobox aims to enhance its self-owned product capabilities, with a focus on product differentiation and competitive pricing, similar to ALDI's approach [15][20]. Group 4: Market Positioning and Challenges - The brand's strategy is to maximize customer satisfaction by ensuring that every customer leaves with a purchase, focusing on essential household needs [23][24]. - Despite its strengths, Jingxiaobox faces challenges in standardizing operational details across stores, which may affect brand perception [24][25]. - The company needs to enhance its brand building and online presence to support its growth in the competitive hard discount market [25][26].

Core Insights - Meituan's first "Happy Monkey" supermarket is set to open in Hangzhou by the end of August, with plans to establish 10 stores by 2025 and a long-term goal of 1,000 stores in major cities like Hangzhou, Shanghai, Beijing, and Guangzhou [1][3] - The supermarket will focus on "hard discount retail," positioning itself against competitors like Hema NB, with initial store sizes ranging from 800 to 1,000 square meters [1][3] - This marks Meituan's renewed attempt in offline retail after the failure of its previous venture, Xiaoxiang Fresh, which closed all stores in 2020 due to poor site selection and cost control [1][3] Business Strategy - The leadership of Happy Monkey includes experienced personnel from Meituan's previous retail initiatives, ensuring a strong operational foundation [4] - The hard discount model emphasizes high self-owned brand sales, potentially exceeding 50%, which enhances market pricing power and profit margins [5][6] - Happy Monkey aims to leverage Meituan's supply chain advantages, focusing on direct sourcing from farms to offer competitive pricing on fresh produce [10][11] Market Positioning - Happy Monkey differentiates itself by offering a streamlined selection of around 1,200 SKUs, focusing on high-frequency essential items, which allows for cost reduction through centralized purchasing [10][13] - The supermarket targets the lower-tier markets in first and second-tier cities, avoiding high-end shopping districts, thus creating a competitive edge against Hema and Aldi [13][16] - The pricing strategy aims to provide 15%-30% lower prices on fresh products compared to other retail brands, appealing to price-sensitive consumers [10][13] Competitive Landscape - Happy Monkey's entry poses a threat to established players like Hema and Aldi, prompting them to adjust their promotional strategies in response [13][16] - Meituan's extensive delivery network of 8 million riders positions Happy Monkey to offer rapid delivery services, enhancing its competitive advantage in the instant retail space [19][21] - The supermarket's model is designed to complement Meituan's existing online services, creating a dual-channel approach that integrates online and offline retail [17][23] Future Outlook - The success of Happy Monkey will depend on its ability to maintain low prices while ensuring quality, which is critical for capturing market share in the competitive hard discount sector [23] - Meituan's strategy to utilize its existing resources and infrastructure aims to fill gaps in its offline retail presence, potentially reshaping the traditional retail landscape [23]

Core Insights - Wumart Group has launched a new discount store format called Wumart Super Value, opening six stores in Beijing to cater to essential daily shopping needs [1][2] - The store offers a wide range of products, including fresh produce, meat, baked goods, and daily necessities, focusing on high-frequency consumer demands [1] - The bakery section features over 30 high-repurchase rate items, with a unique baking process ensuring fresh products are available throughout the day [1] Product Strategy - The total number of products in Wumart Super Value is limited to 1,300, focusing on six key categories: fruits and vegetables, fresh meat and fish, baked goods, ready-to-eat meals, fresh food, and groceries [1] - Over 60% of the 1,000+ products in the store are private label items, which directly connect with factories to reduce marketing costs [2] - The packaging strategy involves direct-to-store packaging, eliminating the need for secondary repackaging, which translates into visible savings for consumers [2] Pricing and Value Proposition - Wumart Super Value conducts 4 to 6 comprehensive product audits annually and weekly price comparisons across all channels to ensure competitive pricing [1] - The store emphasizes low prices year-round without relying on promotions, aiming to provide consumers with quality products at affordable prices [1]

Core Insights - Meituan, China's largest food delivery and instant retail platform, is facing competition from Alibaba, which plans to invest 50 billion yuan in subsidies to challenge Meituan directly [1] - Meituan announced that its daily orders for food delivery and flash purchase services have surpassed 150 million, indicating strong performance [1] - The company is set to open its first physical store, "Happy Monkey Supermarket," in Hangzhou, which is positioned as a hard discount store similar to Alibaba's Hema [1][2] Group 1: Business Expansion - Meituan plans to open 1,000 Happy Monkey Supermarket locations despite not having opened a single store yet, indicating a serious commitment to physical retail [2] - The company is actively recruiting for various positions in cities like Beijing, Hangzhou, Guangzhou, and Shenzhen, further supporting its expansion plans [2] - The Happy Monkey Supermarket is expected to open in mid to late September, aligning with the upcoming National Day sales peak [1] Group 2: Retail Strategy - The Happy Monkey Supermarket will focus on fresh produce and household goods, utilizing a self-operated model and hard discount pricing strategy [4] - Meituan's previous retail ventures, such as the "Zhangyu Fresh Supermarket," have faced challenges, leading to a rebranding and shift in strategy [3][4] - The company aims to enhance its supply chain and procurement capabilities to improve its competitive edge in the retail sector [4][5] Group 3: Market Positioning - Meituan's retail strategy includes a focus on low-margin, high-turnover sales, with an emphasis on private label products [6][7] - The company is leveraging its experience in managing offline fulfillment to establish a strong presence in the instant retail market [5][8] - Meituan's future plans include the establishment of 1,200 "Raccoon Canteens," which will serve as centralized locations for food delivery, enhancing operational efficiency [9]

Core Viewpoint - Meituan is re-entering the offline retail market with its new hard discount supermarket project "Happy Monkey," aiming to leverage synergies with its existing businesses and align with its long-term strategy in grocery retail [3][4][6]. Group 1: Project Launch and Strategy - The "Happy Monkey" supermarket is set to officially open by the end of August this year, with a target of 20 stores in 2023 and 200 stores in 2024, starting in Beijing and Hangzhou [4]. - The store size will range from 800 to 1000 square meters, with over 50% of the space dedicated to fresh produce and a total of 1200 SKUs [4][12]. - The project is positioned to compete with Hema NB, focusing on high-quality products at competitive prices through optimized supply chains and reduced operational costs [12][16]. Group 2: Market Context and Consumer Trends - The discount retail market in China is rapidly growing, with an estimated market size of approximately 1.79 trillion yuan in 2023, accounting for about 3.8% of total social retail sales [15]. - A significant portion of consumers (33%) are concerned about rising food prices, indicating a demand for high-quality yet affordable products [15]. - The hard discount model is particularly appealing in the context of consumer trends towards quality and value amidst economic pressures [13][15]. Group 3: Competitive Landscape and Supply Chain - Competitors like Aldi and Hema NB have successfully established themselves in the hard discount sector, with Aldi reporting over 500 low-priced products and Hema NB undergoing a brand upgrade [12][13]. - Meituan's strategy includes leveraging its existing supply chain from previous projects like Meituan Preferred and integrating suppliers from its past ventures [18][20]. - The focus on self-operated products will be crucial for maintaining competitive pricing and quality, with Meituan already having a significant number of self-branded products [20][21]. Group 4: Synergies with Existing Operations - The "Happy Monkey" project is expected to enhance Meituan's existing instant retail operations, which currently boast a peak daily order volume of 150 million [23]. - The integration of offline stores will provide a more comprehensive local retail experience, addressing the limitations of purely online models [27][28]. - Meituan aims to create a "big supermarket" model by connecting local demand, supply, and logistics, thereby enhancing its market presence and consumer engagement [27][28].