日前，物美旗下"物美超值" 硬折扣店首批 6 家在北京开业，而美团自营的 "快乐猴" 首店计划 8 月底在杭州开业。同时，盒马 NB 店在华东扩张至超 300 家，奥乐齐也已经走出上海，向苏州、无锡扩展，英国 "Iceland Lab" 则于6月底在北京开出首店，并以创新直播业态亮相。 2025年，社区折扣店已然迎来井喷期。 各大品牌的社区折扣店布局图谱 奥乐齐：百年品牌的本土化深耕 奥乐齐作为一家有着悠久历史的外资企业，其发展历程充满传奇色彩。1913 年，奥乐齐在德国创立，历经百年风雨洗礼，如今在全球 10 余个国家拥有超 过 1 万家门店，成为全球零售行业的知名品牌。 进入中国市场后，奥乐齐起初采取了稳健的发展策略，将重心放在上海，凭借精准的市场定位和优质的商品，逐渐在上海市场站稳脚跟。 随着在上海市场的不断深耕，其门店数量稳步增加，达到 72 家，积累了丰富的本土化运营经验和庞大的忠实客户群体。 今年 4 月，奥乐齐迈出了具有战略意义的一步，开始走出上海，在苏州、无锡同时开店。这一举措不仅是对其自身实力的充分肯定，也显示出其对长三角 地区市场的高度信心。无锡店开业首日业绩突破 100 万元，再次印证了 ...

Core Insights - Major internet companies are rapidly entering new business areas, particularly in the community discount supermarket sector, with Meituan's "Happy Monkey" supermarket set to open soon, despite the company denying the reports [1][4] - The community discount supermarket model, exemplified by Hema NB, is gaining traction, with Hema NB's store count reaching 303 in just two years, indicating a successful expansion strategy [5][7] Community Store Acceleration - The community store model has become a hot investment area in the retail market, with companies like Walmart and JD also exploring similar formats [4] - Despite the buzz, the expansion of community discount stores has been slow historically, with examples like Aoleqi taking four years to grow its store count significantly [4][5] Hema NB's Rapid Growth - Hema NB has successfully expanded through a "1+N" model, focusing on densely populated areas and offering self-pickup points for online orders, which has contributed to its rapid growth [5][7] - Hema NB aims to achieve a profitable model with a target of 150,000 RMB in monthly sales and a 15% gross margin, which, if successful, will lead to nationwide expansion [5][7] Discount Store Model Evolution - The community discount store model is characterized by hard discount strategies, which have become increasingly popular among consumers in China [8][9] - The global discount retail market shows that China has significant room for growth, with only 3.8% of retail sales currently coming from discount retail [8] Supply Chain and Pricing Strategy - Hema NB's pricing strategy includes significant discounts on everyday items, leveraging a streamlined supply chain and a focus on self-branded products to maintain low prices [18][19] - The model emphasizes the importance of supply chain efficiency, allowing for competitive pricing and improved inventory turnover [18][19] Challenges and Market Dynamics - The community supermarket sector is becoming increasingly competitive, with new entrants and established players like Lianhua and Aoleqi intensifying the price competition [21][22] - The franchise model adopted by Hema NB, while enabling rapid expansion, poses risks as profitability heavily relies on consistent sales performance at individual stores [21][22]