3月16日下午，永辉通过旗下自有品牌官方账号"品质永辉"公开喊话山姆，不要让供应 商"二选一"。"品质永辉"称，品质永辉推出不满一年，如同蹒跚学步的幼儿，而山姆自有 品牌MM率先发展，正当壮年。品质永辉和山姆MM应当约束好团队的行事准则，专注好自 身的品质建设， 避免发生"强迫供应商二选一"的不正当竞争行为。 针对此事，3月16日，南都湾财社记者向永辉超市相关负责人了解更多情况，其表示以公开 信为准。 3月17日，对于永辉超市的喊话，尤其是针对供应商"二选一"问题，第一财经记 者联系沃尔玛，沃尔玛方面未有回应。记者多方了解到，这封看似"突如其来"的公开信背 后，是积压已久的供应商大战，零售商对于供应链的争夺日益白热化。 平、开放的市场环境,并提出如下建议: 一、不要让供应商"二选一" 品质永辉推出不满一年,如同瞒珊学步的幼儿，而山姆MM 率先发展,正当壮年。市场竞争讲究公平和公正,无论是海外巨 头,还是本土企业,守法经营是我们共同的底线。 我们应当约束好团队的行事准则,专注好自身的品质建设,避 免发生"迫使供应商二选一"的不正当竞争行为。让供应商多方合作, 是行业发展的必然选择,良性竞争是我们同台竞技中必须共 ...

Core Viewpoint - Yonghui Supermarket's private brand, "Quality Yonghui," issued an open letter to Sam's Club's private brand, "Sam's MM," advocating for fair competition and collaboration in quality improvement, particularly addressing the issue of suppliers being forced into a "choose one" scenario [3][4]. Group 1: Open Letter and Initiatives - The open letter emphasizes a shared commitment to enhancing product quality and providing consumers with better options, urging Sam's MM to avoid practices that pressure suppliers into exclusive agreements [4]. - Yonghui proposed seven collaborative initiatives, including not forcing suppliers into "choose one" situations, improving product quality, ensuring clean formulations, offering fair pricing, empowering employees, promoting ESG (Environmental, Social, and Governance) practices, and fostering continuous innovation [4]. Group 2: Competitive Landscape - Sam's Club has significantly increased the share of its private brand, MM, to over 20% of total sales, which is notably higher than the typical 10% share seen in other local membership stores or supermarkets [5]. - The competition for quality suppliers is intensifying among retailers, as they seek unique and high-quality products to meet consumer demands for value rather than just low prices [5][6]. Group 3: Yonghui's Operational Challenges - Yonghui Supermarket is facing significant operational challenges, with plans to close 225 stores in 2024 and 381 stores in 2025, reducing its total store count to approximately 400 by the end of 2025, which is less than half of its peak number [6]. - The company has reported cumulative losses exceeding 11.6 billion yuan over the past five years, highlighting the pressure it faces in the competitive retail environment [6]. Group 4: Supplier Dynamics - The issue of suppliers being pressured into exclusive agreements is not new, as similar situations have been reported with other retailers like Carrefour and Hema, indicating a broader trend of competitive pressures in the retail sector [8]. - Retailers are increasingly seeking exclusive partnerships with high-performing suppliers to enhance their competitive edge, leading to potential conflicts and exclusivity disputes [9].