Core Viewpoint - Meituan is expanding its offline presence through both community discount supermarkets and larger store formats, indicating a strategic shift in its business model to capture the growing demand in the retail sector [4][10]. Group 1: Meituan's Offline Strategy - Meituan is launching a new large store project under its Xiaoxiang Supermarket brand, with the first store expected to open in December 2023 in Beijing [4]. - The offline strategy is characterized by a dual approach: community discount stores under "Happy Monkey" and larger stores managed by the Xiaoxiang team, targeting different market segments [4][6]. - The "Happy Monkey" stores are set to open five locations in Hangzhou and Beijing, with a focus on achieving a daily sales target of around 100,000 yuan per store to become profitable [6]. Group 2: Competitive Landscape - The community supermarket sector is witnessing increased competition, with players like Hema NB and Aoleqi showing significant growth, indicating a strong market demand [7]. - Aoleqi's sales are projected to reach 2 billion yuan in 2024, with a rapid expansion of its store count, highlighting the competitive dynamics in the community supermarket space [7]. - Hema has achieved profitability for the first time in its fiscal year, showcasing the potential for success in this market segment [7][9]. Group 3: Market Trends and Consumer Behavior - The rise of community supermarkets is driven by changing consumer behavior post-pandemic, with shoppers becoming more price-sensitive and seeking convenience within a 15-minute shopping radius [8]. - The demand for high-quality, cost-effective products is being met by players like Aoleqi and Hema, who are rapidly expanding their offerings [8]. - The competitive landscape is prompting various retail players, including traditional retailers and internet platforms, to enter the community supermarket arena, indicating a significant shift in the retail market [8][10]. Group 4: Challenges Ahead - The community discount store model is heavily reliant on supply chain efficiency, with a need for a high turnover of popular products at low prices, which poses a challenge for Meituan as it develops its private label offerings [9]. - The operational independence of the Happy Monkey and large store projects suggests that Meituan is still in the early stages of establishing a robust supply chain for its new retail formats [9].

如今，我国超市的生存现状出现了分化。一边，大型超市步履维艰，部分有革新精神的走上了调改之 路，其中熟食加工是调改的重中之重；另一边，盯上生鲜生意的社区超市开一家火一家。可以发现，不 论是调改火热的大型超市，还是社区超市，大家都瞄上了生鲜生意，"超市餐厅化、餐厅超市化"趋势逐 渐浮出水面。 对比日本商超发展史，我们会发现，我国超市出现这个趋势也不足为奇。从1956年日本第一家食品超市 成立，到现在数量是大型超市的十几倍，食品超市完全可以说是日本商超的主流业态。 我国大卖场积极向"小"转型、向生鲜、熟食靠拢，这个趋势极其类似日本食品超市的发展。对比之下， 我们可以得出结论，"超市餐厅化、餐厅超市化"的社区超市大有可为，甚至成为零售行业的新风口。在 某种程度上，中国的社区超市发展慢慢向日本食品超市靠拢。借鉴日本食品超市的发展史以及目前的特 点和趋势，可以粗略预测中国社区超市发展的大致方向。 "社区超市"和"食品超市"概念辨析 社区超市是指建在家门口、开在社区内，为居民提供便利、快捷的购物环境和服务的商业场所，其面积 一般在1000平方米以内，服务辐射半径在0.3平方公里左右，并以所在社区居民为主要服务对象。一般 情 ...

Group 1 - Aldi's first store in Kunshan opened on May 10, attracting over 100,000 visitors and achieving sales of 1.1 million yuan in a single day, setting a new record for the company [1] - Kunshan, a county-level city with a GDP of 538 billion yuan and a per capita disposable income exceeding 70,000 yuan, demonstrates significant consumer potential comparable to some provincial capitals [1] - The rise of Aldi in Kunshan reflects a broader trend of retail revolution in county markets, with various supermarket brands increasing their presence in these areas [1] Group 2 - Aldi's transformation in China involved shifting from a high-end boutique supermarket to a budget community supermarket, with a key turning point in 2023 when it reduced its SKU count to 1,600 and increased its private label share to 90% [2] - Aldi has developed 13 private label series in China, including a value series priced at 9.9 yuan, with over 500 low-priced items making up about 25% of its total SKU [2] - Unlike Sam's Club and Costco, Aldi employs a community store strategy with smaller store sizes (500-1,000 square meters) and no membership fees, catering to daily shopping needs within a 3-kilometer radius [2] Group 3 - Aldi's competitive advantage lies in its global supply chain and localization efforts, exemplified by its direct sourcing and cold chain logistics, which significantly reduce costs and enhance efficiency [4] - Over 80% of Aldi's suppliers are local, with major supply bases in the Yangtze River Delta and Shandong, allowing for cost advantages through scale procurement and local sourcing [4] - Aldi's partnerships with local farms and cooperatives in Jiangsu help maintain low fresh product costs, supporting its reputation for "low price without low quality" [4] Group 4 - The rise of Aldi signifies a trend where the perception of "low price does not equal low quality" is becoming possible in a rational consumption era, with vertical supply chain integration and regional closures forming core barriers to entry [6] - The community supermarket sector is experiencing intense competition, with major players like Hema NB rapidly expanding their footprint in the Yangtze River Delta [7] - Hema NB's smaller, more flexible stores have become a key format for penetrating lower-tier markets, with over 200 stores planned by March 2025 [9] Group 5 - The competition in community retail has entered a phase driven by efficiency, with Aldi and Hema NB leveraging their strengths to build competitive moats [10] - The awakening of consumer power in county markets is evident, with retail sales in these areas projected to exceed 22 trillion yuan in 2024, growing at a rate of 8.7% [11] - Aldi's strategies include upgrading fresh supply chains, multi-channel layouts, and differentiated product offerings to enhance customer experience and reduce fulfillment costs [13][14]