零售行业变革

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帝卡姆环球严选,全面升级,正式推出省钱超市
Sou Hu Cai Jing· 2025-10-09 11:48
近年来,随着消费者对性价比需求的持续攀升,一种融合量贩式采购与社区便利的新型零售模式正在悄然兴起。近日,国内量贩零食连锁零售品牌帝卡姆宣 布全面升级旗下门店业态,推出以"省钱超市"为核心定位的全新门店形态,主打"量贩零食+日用百货"组合,通过供应链优化与场景创新,为消费者提供更 具价格竞争力的购物选择。这一战略转型不仅折射出当前零售行业的变革趋势,更反映出企业应对消费分级时代的精准洞察。 社区化服务增强用户黏性 帝卡姆将每家门店视为社区服务中心的延伸,推出多项接地气的增值服务。所有门店配备便民药箱、充电插座、热水供应等设施;部分试点店铺开设"闲置 交换角",鼓励居民用二手物品兑换积分。每周三设为"银发关爱日",60岁以上顾客可参加免费健康检测。这些举措使门店周边1公里范围内的家庭渗透率达 到47%,远超行业平均水平。某位经常光顾的李阿姨表示:"除了价格实惠,能代收快递、提供休息区这些细节才真正打动我们。" 行业观察:零售业进入精算时代 中国连锁经营协会数据显示,2024年上半年主打高性价比的社区零售业态增速达14.2%,显著高于大卖场3.5%的增长率。帝卡姆的模式创新实质是对"人货 场"关系的重新定义——通过 ...
新店潮涌,商超“复苏”?
创业邦· 2025-06-26 03:26
Core Viewpoint - The retail industry is experiencing a structural differentiation, with resource-based giants making strides while smaller players are gradually fading or being restructured [38][69]. Group 1: Retail Expansion and Strategies - Major players in the "new retail" sector are actively opening new stores, indicating a potential recovery in the supermarket industry [3][35]. - JD's Seven Fresh has transformed from an "online grocery" model to an instant retail platform with physical store experiences and supply chain capabilities [6]. - Hema is expanding aggressively in the Yangtze River Delta, with a focus on county-level markets to tap into consumer potential [9][10]. - Hema's strategy has evolved to include multiple formats, emphasizing community experiences and instant delivery [10][20]. - By early 2025, Hema achieved its first annual profit since its inception, with nearly 430 stores across 50 cities [21][22]. Group 2: Regional Players and Market Dynamics - Regional supermarket leaders like Biyoute are also expanding, with plans to open 14 new stores in 37 days across northeastern provinces [26][30]. - Fresh Legend plans to double its store count, aiming for 500 locations by 2026, indicating a strong regional focus [32]. - The expansion efforts of these companies are not blind but are based on a strategy of integrating warehouses and stores with strong supply chains [34]. Group 3: Industry Challenges and Performance - Despite some positive signals from leading companies, many traditional small and medium-sized supermarkets are still in an adjustment phase, with store closures being common [35][37]. - A survey by CCFA revealed that 57.4% of surveyed supermarket companies experienced a decline in total sales, indicating significant pressure on the industry [42]. - The phenomenon of "increased revenue without increased profit" is prevalent, with 53.2% of supermarkets reporting a decline in net profit [45][46]. - The overall number of stores in the sample decreased by approximately 1.8% in 2024, reflecting a reduction in expansion desires [47]. Group 4: Performance of Listed Retail Companies - Among 10 listed retail companies, 6 reported a decline in revenue in the first quarter of 2025, with notable drops from Yonghui Supermarket and Zhongbai Group [57][58]. - Only two companies, Bubugao and Sanjiang Shopping, achieved both revenue and profit growth in the same period [63]. - The overall performance of the supermarket industry in 2025 does not indicate a full recovery but rather a new phase of intensified differentiation [64][69]. Group 5: Future Outlook - The future retail market is expected to be dominated by strong players, with instant retail, membership stores, and community commerce becoming the main competitive arenas [66][67]. - Companies that can adapt to new consumer trends and leverage supply chain and digital capabilities are likely to survive and seize new opportunities in the industry restructuring [67].