Core Insights - Zhengzhou will become the only city in China to host both Sam's Club and Pang Donglai, marking a significant development in the retail landscape of the region [1][7] - The entry of these two retail giants is expected to enhance the competitive dynamics in Zhengzhou's retail market, potentially leading to an upgrade in the overall retail industry [3][6] Company Developments - Sam's Club has begun construction of its first store in Zhengzhou, which is part of its strategy to penetrate the Central China market, targeting middle-class consumers [1][3] - Pang Donglai plans to open a uniquely artistic supermarket in Zhengzhou, marking its first expansion outside of its home base in Henan after 18 years [1][2] Business Models - Pang Donglai focuses on a localized business model, emphasizing emotional value and customer service, with a commitment to employee welfare, including a plan to distribute 1.5 billion yuan in profits to employees by 2025 [2][4] - Sam's Club operates on a standardized membership model, offering a limited selection of high-quality products at competitive prices, supported by Walmart's global supply chain [2][3] Market Potential - The retail market in Henan has shown steady growth, with a projected retail sales total of 2.76 trillion yuan in 2024, reflecting a 6.1% year-on-year increase [4][5] - Zhengzhou's retail sales exceeded 580 billion yuan, with a per capita disposable income of 48,000 yuan, indicating strong consumer purchasing power [4][5] Competitive Landscape - The competition between Sam's Club and Pang Donglai is expected to drive improvements in service quality and product offerings across the retail sector in Zhengzhou [6][7] - Local retailers are adapting to the competitive environment by enhancing their product lines and service processes to better meet consumer needs [6][7]

记者丨唐唯珂 打法分野 零售江湖从无统一解法，山姆与胖东来的商业模式和打法迥异。 编辑丨张伟贤 郑州将成为全国唯一一座同时拥有山姆会员商店和胖东来的城市。 近日， 郑州郑东山姆会员店正式动工建设，标志着河南省首家山姆会员商店进入实施阶段。 而今年2月23日，胖东来创始人于东来 在社交媒体发文称，公司决定在郑州开设一个具有艺术特色的超市作品，带动郑州商业更加美好。据悉，胖东来郑州首店则将落户 于郑州高铁东站西广场地下商业项目。这也是胖东来自2007年进驻新乡后，时隔18年再次向外拓展，预计2026年元旦前正式亮相。 公开资料显示， 山姆会员商店河南首店总投资约7.2亿元，总占地约44.01亩，预计2026年开业。胖东来郑州首店与山姆郑州首店的 选址仅有6至8公里的车程。 随着山姆郑州门店效果图的公布和胖东来郑州首店进入施工状态，这两家中国零售市场的超市巨头，即将在中原大地同场竞技。 此前有零售供应链从业者向21世纪经济报道记者表示，未来区域性的特色商超必然会持续获得市场话语权，而在这场"贴身肉 搏"中，差异化定位和打法也许是每家零售商超需要持续钻研的课题。 图/21世纪经济报道 胖东来的根基，深扎在河南本土的土 ...