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阿里、美团、京东、沃尔玛们,抢滩社区店
21世纪经济报道· 2025-09-27 06:06
记者丨唐唯珂 编辑丨高梦阳 实体零售的战场,从来不缺乏新业态的试水。 9月,沃尔玛中国第四家社区店落成深圳。500平方米的门店内,货架上整齐陈列着约2000款 精选商品——从配料表仅含五款原料的特级生抽,到"4.0小绿瓶牛奶"制作的零防腐剂吐司。 这是沃尔玛继山姆会员店后,在中国市场押注的又一关键业态。 这一动作并非个例,随着零售行业业态迭代,社区零售市场规模的持续扩大,这块蛋糕正吸 引阿里、美团、京东、沃尔玛等巨头们展开新一轮贴身肉搏。 传统大卖场要落幕? 日前,苏宁易购的一则公告,为大卖场的落寞添上了注脚。公告显示,经过苏宁国际与家乐 福集团持续的协商,苏宁方与家乐福方达成和解。苏宁方拟一次性支付2.2亿元,终结与家乐 福集团关于16.67%股权收购尾款、知识产权欠费及多项仲裁索赔的所有纠葛。 作为大卖场时代的开创者,家乐福如今几乎全面撤出中国。 时间回拨至1995年,家乐福进入中国,建立起国内第一家真正意义上的特大型综合超市,直 接开启中国零售大卖场模式的先河。 2009年顶峰时期,家乐福中国门店数量达321家,营业额飙升至467亿元。但随后,家乐福逐 步陷入亏损泥潭,最终退出中国市场。对此,首都经济贸 ...
阿里、美团、京东、沃尔玛们 纷纷踏入社区店“洪流”
Core Insights - The retail landscape is evolving with the emergence of community stores, as exemplified by Walmart's recent opening of its fourth community store in Shenzhen, which features a compact layout and a curated selection of around 2,000 products [1][7]. Industry Trends - The community retail market is expanding, attracting major players like Alibaba, Meituan, JD.com, and Walmart, indicating a competitive environment as traditional large-format stores decline [2][6]. - The decline of traditional hypermarkets is highlighted by Carrefour's exit from the Chinese market, marking a significant shift in retail dynamics [3][4]. Market Data - The community retail market in China is projected to reach 4.8 trillion yuan in 2024, with an annual growth rate of 8.5%, and is expected to further grow to approximately 5.2 trillion yuan by 2025 [5]. Competitive Landscape - Walmart's community stores emphasize a "small, refined, and close" model, contrasting with the larger hypermarket format, focusing on high-frequency essential items [7][15]. - Other retailers, such as Zhongbai Group and Alibaba's Hema, are also rapidly expanding their community store formats, with Hema targeting nearly 300 stores by August 2025 [8][11]. Strategic Approaches - Walmart adopts a "full-channel" strategy, integrating community stores into its broader ecosystem to serve urban middle-class families [15]. - In contrast, Aldi and Meituan's "Happy Monkey" focus on hard discount strategies, emphasizing low prices from the outset to attract consumers [16][17]. Policy Support - Government initiatives, such as the "15-minute community living circle" planning guidelines, are facilitating the growth of community stores while constraining the viability of large hypermarkets [12][13].