好特卖官方对媒体回应称，闭店是加盟商或直营店正常的经营选择，目前好特卖全年整体闭店率不超过 5%。"主动放缓"是好特卖稳步的发展策略，不是叫停加盟。 近日，折扣零售品牌"好特卖"被曝陆续关闭在广州、长沙、杭州、北京等核心城市的门店，并且放缓了 开店节奏，部分城市暂停开放加盟。 这则消息，让好特卖模式的困境，再次被放置在聚光灯下。 01 好特卖的"千店"门槛 在社交媒体平台上，的确有不少用户发帖表示附近商圈的好特卖门店关闭，不过同时也有好特卖门店闭 店是与搬迁有关。根据极海品牌监测，好特卖近90天新关25家，近90天新开49家。 不过从整体数据来看，好特卖门店增长的确已陷入停滞。根据极海品牌监测，好特卖营业中的门店为 954家。好特卖联合创始人张宁曾公开透露，截至2024年6月，好特卖门店数为960家，2024年7月已"逼 近千家"。 也有好特卖招商加盟人员对媒体表示，确实有部分城市关闭了加盟门店，主要因下沉市场反应不好，加 盟商回本不理想。 好特卖的发展路径，可谓国内"软折扣"零售行业的一个缩影。所谓"软折扣"，是指零售商通过销售临期 商品、包装瑕疵品、库存尾货、渠道专供品等特殊货源，来实现比正常市场价格更低 ...

来源丨凤凰网财经《公司研究院》 近日，折扣零售品牌"好特卖"被曝陆续关闭在广州、长沙、杭州、北京等核心城市的门店，并且放缓了开店节奏，部分城市暂停开 放加盟。 这则消息，让好特卖模式的困境，再次被放置在聚光灯下。 好特卖官方对媒体回应称，闭店是加盟商或直营店正常的经营选择，目前好特卖全年整体闭店率不超过5%。"主动放缓"是好特卖稳 步的发展策略，不是叫停加盟。 民生证券研究所的研报显示，"软折扣"的毛利率约在25%-30%，"硬折扣"的毛利率在15%左右。 2020年，好特卖在上海凌空SOHO开出首家门店，首日营业额突破9万元。 好特卖联合创始人张宁 凭借"临期特卖"的商业模式，好特卖一度受到资本青睐。其母公司上海芯果科技有限公司先后完成五轮融资，投资方包括金沙江创 投、日初资本、五源资本等机构，公司估值也一度达到10亿美元，成为行业独角兽。 资本助力下，好特卖开启快速扩张之路。截至2023年4月开放加盟前，其直营门店数量已接近500家。 据中国连锁经营协会（CCFA）发布的《2023年中国连锁TOP100》数据，2023年好特卖营收36.4亿，同比增长51.5%，门店数同 比增长63%至815家。 在社交媒 ...

Core Viewpoint - The article discusses the rise of "hard discount" supermarkets in China, highlighting their competitive pricing strategies and operational efficiencies that differentiate them from traditional retail models [6][17][48]. Group 1: Hard Discount Concept - Hard discount stores, such as JD Discount Supermarket and Happy Monkey, are characterized by their low prices and stable supply of quality products, unlike "soft discount" stores that primarily sell excess inventory [8][16][18]. - The term "hard discount" refers to the ability to significantly reduce costs across production, marketing, distribution, and retail, leading to lower consumer prices [21][32]. Group 2: Cost Reduction Strategies - Hard discount supermarkets achieve cost reductions by minimizing brand marketing expenses, often opting for private label products or lesser-known brands to avoid high brand premiums [24][25]. - By purchasing directly from manufacturers, these stores can bypass multiple layers of distributors, reducing distribution costs significantly [29]. - The operational model of hard discount stores is designed to minimize overhead costs, often featuring simple store layouts and minimalistic displays to save on expenses [30][31]. Group 3: SKU Management - Hard discount retailers utilize a low SKU (Stock Keeping Unit) strategy, focusing on a limited number of high-turnover products to negotiate better prices with suppliers [38][41]. - This approach allows for a concentrated purchasing strategy, enhancing the ability to secure lower prices while still offering a wide variety of product categories [41][42]. Group 4: Market Adaptation - The hard discount model is particularly suited to the Chinese market, where consumers exhibit high price sensitivity, similar to the German market where this model originated [44][46]. - Internet giants are well-positioned to leverage their data analytics capabilities to optimize product selection and pricing strategies in hard discount formats [53][55]. Group 5: Consumer Expectations - Despite low prices, hard discount stores must maintain product quality to meet consumer expectations, ensuring that even inexpensive items perform adequately [58][59].

Core Viewpoint - The article discusses the emergence of "hard discount" supermarkets in China, highlighting their competitive pricing strategies and operational efficiencies compared to traditional supermarkets [4][16][46]. Group 1: Hard Discount Concept - Hard discount stores like JD Discount Supermarket, Super Box NB, and Happy Monkey are characterized by significant price reductions on quality products, aiming to attract price-sensitive consumers [4][16]. - The term "hard discount" refers to a pricing strategy that offers stable supply and quality products without relying on markdowns from unsold inventory [17][18]. - The model contrasts with "soft discount," which typically involves selling off excess inventory at reduced prices, often leading to unstable supply [6][11][12]. Group 2: Supply Chain and Cost Structure - The supply chain for supermarkets consists of manufacturers, distributors, and retail stores, with each stage contributing to the overall cost structure [21][22]. - Hard discount supermarkets manage to reduce costs by sourcing directly from manufacturers, minimizing the role of distributors, and avoiding additional fees typically charged by traditional retailers [30][31]. - The operational model emphasizes low overhead costs, often featuring minimal store decor and simplified product displays to keep prices low [32][33]. Group 3: Competitive Advantages - Hard discount stores leverage large purchasing volumes to negotiate better prices from suppliers, allowing them to offer lower prices to consumers [36][40]. - The strategy of reducing SKU counts enables these stores to focus on high-demand products, enhancing their bargaining power and operational efficiency [40][42]. - The article notes that the success of hard discount models in China is supported by the strong supply chain capabilities of domestic internet giants, which can utilize data analytics for inventory management and consumer preferences [46][52]. Group 4: Market Dynamics and Consumer Behavior - The article suggests that the hard discount model aligns well with the price-sensitive nature of Chinese consumers, similar to the market dynamics in Germany where this model originated [43][44]. - It emphasizes that low prices do not equate to compromised quality, as consumers still expect reliable products even at discounted rates [58][59][60]. - The ongoing competition among major players in the hard discount sector is expected to continue, driven by the need for efficient supply chains and quality product offerings [56][57].

Group 1 - The retail industry is witnessing a fierce competition in the "hard discount" segment, with major players like Zhongbai Group, JD.com, Meituan, Hema, and Wumart rapidly entering the market [1][2] - Hard discount stores focus on significantly lowering costs and improving efficiency to offer lower prices, contrasting with "soft discount" stores that emphasize near-expiry or slightly imperfect products [2][3] - Zhongbai Group plans to open 51 hard discount stores in Hubei, with a SKU range of 800-1500 and substantial price reductions [3] Group 2 - The hard discount sector is emerging as a new growth point in the global retail market, with a projected growth rate of 8.2% in discount retail channels and an increase of $61.1 billion in sales of discount products by 2024 [4] - The Chinese hard discount market is expected to exceed 200 billion yuan by 2024, with current penetration at only 8%, indicating significant growth potential compared to Germany's 42% and Japan's 31% [4] - Aldi's expansion in China exemplifies the potential for growth, as it has steadily increased its store count and is now expanding beyond Shanghai [4] Group 3 - Despite the promising outlook, the hard discount market faces challenges such as supply chain optimization, cost reduction, and intense market competition [6][7] - The core of the hard discount business model is "extreme low prices," achieved through streamlined product categories and efficient supply chains, but this leads to lower profit margins [6][7] - Hard discount stores typically have gross margins of 10%-15%, significantly lower than the 20%-25% margins of traditional supermarkets, highlighting the competitive pressure in this segment [7]