鉴于此，董事会谨此通知股东及潜在投资者，较截至2024年12月31日止年度经审计归属于本公司股东的 净亏损人民币约3.59亿元，本集团预计截至2025年12月31日止年度的业绩取得归属于本公司股东的净亏 损将明显下降，降幅约为35%至55%。 智通财经APP讯，联华超市(00980)发布公告，本集团预计截至2025年12月31日止年度的业绩取得归属于 本公司股东的净亏损将较截至2024年12月31日止年度的净亏损明显下降，主要得益于本集团整体战略规 划调整，出售子公司股权收益，以及优化资源配置，减少亏损。 ...

联华超市(00980)发布公告，本集团预计截至2025年12月31日止年度的业绩取得归属于本公司股东的净 亏损将较截至2024年12月31日止年度的净亏损明显下降，主要得益于本集团整体战略规划调整，出售子 公司股权收益，以及优化资源配置，减少亏损。 鉴于此，董事会谨此通知股东及潜在投资者，较截至2024年12月31日止年度经审计归属于本公司股东的 净亏损人民币约3.59亿元，本集团预计截至2025年12月31日止年度的业绩取得归属于本公司股东的净亏 损将明显下降，降幅约为35%至55%。 ...

其中，新质零售调改超市是落实"以新供给满足新需求"方针的生动实践，从品质与效率层面实现商业全 面升级。这场始于商超门店的智能化改造，不仅让宁夏商业焕发出全新活力，更让当地消费者感受到新 质零售所带来的消费新体验。其具体表现为从商品端全面升级商品力，致力于将生鲜+3R区打造成消费 新需求，通过品类结构重塑、现场体验升级、定价策略调整、供应链优化四个方面引领销售增长，核心 是为客户创造不可替代的价值感与体验感。新质零售调改店坚持品质为先，深耕品牌价值，激活用户长 效增长，以优质服务重塑口碑，让消费者因"离不开的服务"而非"更便宜的价格"复购。同时新质零售调 改更注重服务体验和场景化，提升了环境、生鲜加工、售后等服务标准，是用效率和品质重构价值，为 消费者提供高性价比、高安全感的商品选择，商品变"好"了、标准变"严"了，而非单纯的价格变化。 品质提升新百民生超市引入新质零售店引流品及质美价优基础品赋能传统门店销售，民生品类提质稳 价，低价形象明显感知并突出市场烟火气和平民化。其聚焦知名国民品牌、家庭装、高复购率的民生商 品(如乳品烘焙、调味品、平价粮油)。通过规模化运营和高效的供应链管理，确保在核心品类上拥有无 可 ...

Core Insights - JD Fresh Supermarket is set to open its first store in the Hedong District of Tianjin, located in the Kerry Hui Shopping Center, enhancing the shopping experience for local residents and marking a significant milestone in JD Fresh's eight-year presence in Tianjin [1][3] Group 1: Store Opening and Location - The new store will fill a gap for high-quality fresh supermarkets in the Hedong District, providing affordable shopping options for families [1][3] - The store is strategically located in a prime area with good transportation links, aiming to serve both residential customers and office workers in the vicinity [3][9] Group 2: Consumer Engagement and Anticipation - The store has generated significant buzz on social media, with local consumers expressing excitement about the opening and inquiring about special products and opening promotions [3][9] - The pre-opening interest reflects the strong recognition and reputation JD Fresh has built among Tianjin residents over the past eight years [3][9] Group 3: Supply Chain and Product Offerings - JD Fresh Supermarket emphasizes its supply chain capabilities, including direct sourcing from farms and manufacturers, ensuring freshness and affordability [7] - The new store will continue to offer the brand's signature "24-hour fresh" products, ensuring that items like vegetables and fruits are delivered to shelves within 24 hours of harvest [7] - The store will feature a range of self-branded products that have received positive feedback on social media, catering to diverse and health-conscious consumer needs [7] Group 4: Market Position and Future Outlook - The opening of the new store is seen as a crucial step in optimizing JD Fresh's local service network and expanding its overall store layout in Tianjin [9] - The new store is anticipated to enhance the daily shopping experience for local residents, making fresh and affordable options more accessible [9]

证券日报网讯2月27日，家家悦（603708）在互动平台回答投资者提问时表示，公司致力于完善线下和 线上全渠道建设，努力为消费者提供便利的生活服务。目前公司淄博矿务局店通过美团、京东、闪购三 大平台为消费者提供到家服务，经沟通确认和实际操作查询，京东、闪购两大平台在该店1KM范围内 均可全覆盖正常配送，不存在范围限制，仅美团平台在1KM范围内有部分区域因铁路段影响平台运力 无法配送，公司也希望该限制区域能够提供线上服务，但配送范围的限制是平台行为，非公司行为。 ...

2月27日，沃尔玛同意支付1亿美元，以和解美国联邦贸易委员会和多州提起的诉讼，指控该公司扣留小 费并虚报其Spar计划中送货司机的薪金。 该诉讼称，沃尔玛误导送餐员，隐瞒其基本工资、小费和特殊奖励收入的计算方式，且公司没有告知顾 客小费不会全额支付予实际送餐员。包括亚利桑那州、加州和伊利诺伊州在内的11个州加入联邦贸易委 员会的诉讼及和解。沃尔玛发言人表示，公司已向受影响的司机支付赔偿金，并将继续酌情支付后续款 项。沃尔玛将不断改进流程，以确保公平和透明。 责任编辑：栎树 美股频道更多独家策划、专家专栏，免费查阅>> ...

沃尔玛（Walmart）同意支付1亿美元，以了结美国联邦贸易委员会（FTC）关于其误导送货司机薪酬和 小费的指控。 FTC指控，沃尔玛通过向其送货服务Spark的司机展示虚高的预期收入（包括顾客在结账时选择的预付 小费、基本工资和特殊奖励收入机会），导致司机损失了价值数千万美元的收入。 FTC在提交给加州联邦法院的一份诉状中表示，沃尔玛欺骗了顾客，谎称100%的顾客小费都将归司机 所有，但该公司向顾客收取了司机并未收到的小费。包括北卡罗来纳州、俄克拉何马州和加州在内的11 个州也加入了FTC的诉讼。 FTC消费者保护局局长克里斯托弗·穆法里奇（Christopher Mufarrige）说："如果未就收入和其他重要条 款提供真实且无误导性的信息，劳动力市场就无法有效运作。" 责任编辑：李桐 沃尔玛（Walmart）同意支付1亿美元，以了结美国联邦贸易委员会（FTC）关于其误导送货司机薪酬和 小费的指控。 FTC指控，沃尔玛通过向其送货服务Spark的司机展示虚高的预期收入（包括顾客在结账时选择的预付 小费、基本工资和特殊奖励收入机会），导致司机损失了价值数千万美元的收入。 FTC在提交给加州联邦法院的一份诉状 ...

零售行业正在形成一批新的超级渠道。 2025年发布的中国商超连锁100中，沃尔玛凭借山姆和沃尔玛超市排在了第一，盒马排在第三，七鲜超 市仅仅70家门店（2025年初），整体销售额就排到了40位。 山姆、盒马、七鲜，以及美团的小象线上超市，已经成为了快消品新的超级渠道。 这些渠道有着明显的新消费特征，主要的受众人群是以一二线城市为核心的中产阶层。 这些超级渠道也正在成为超级品牌。 新超级渠道纷纷推出自有品牌，山姆的Member's Mark、美团的小象、京东的七鲜、盒马，形成了渠道 即品牌的局面。 超级渠道的大量自有品牌压缩着传统超级品牌的生存空间，尤其是在多个品类的基本款中，自有品牌凭 借低价和渠道的背书，汹涌袭来。 超级渠道成了超级品牌 自有品牌正在带来前所未有的价格冲击。 在七鲜超市里，一桶2L的鲜牛奶只卖到15.5元。鲜牛奶一般比常温奶更贵，但是换算下来这个单位价格 甚至比常温白奶都要便宜。 （七鲜超市和新希望旗下天香乳业定制的鲜牛奶） 这款牛奶是七鲜和新希望乳业定制，生产厂商为新希望旗下在河北地区的工厂天香乳业。 拥有硬折扣、即时零售的超级渠道，如今成为了新的超级品牌，这可能是快消品牌们未来最大的危机 ...

Core Insights - Yonghui Supermarket reported strong performance during the Spring Festival period, with both same-store sales and customer traffic showing year-on-year growth [1] Group 1: Sales Performance - From the 28th day of the lunar month to the 7th day of the lunar new year, Yonghui's nationwide same-store sales and customer traffic both achieved year-on-year growth [1] - The company implemented a "New Yonghui·New Year Flavor" strategy, introducing a "four-phase" supply strategy that significantly boosted sales in key categories [1] Group 2: Category Growth - The cooked food segment, baked goods, and freshly baked items saw sales growth exceeding 220%, while hot pot series sales increased by over 140% [1] - Sales of landmark and organic vegetables, categorized as "Spring Festival Good Dishes," grew nearly 200%, and seafood sales increased by over 60% [1] - The self-owned brand "Quality Yonghui" saw nearly 60 products experience a sales surge, with a month-on-month increase of over 70% during the Spring Festival [1] Group 3: Gift Box Market - Yonghui's customized nut gift boxes, developed in collaboration with Three Squirrels and Senbao, became two of the top-selling items during the Spring Festival, with the customized series accounting for 50% of overall gift box sales [1] - Key categories in cooked food and baked goods also saw significant growth, with the YHBakery Strawberry Box Cake ranking first in the baking category [1] Group 4: Store Performance - The Fuzhou Olympic Center store achieved daily sales exceeding 1 million yuan during the Spring Festival [1] - The Henan Xinmi Zhongqiangguang store reported nearly a threefold increase in sales compared to the same period last year, with customer traffic growing over 230% [1] - In the northern market, the Tianjin SM Plaza store in the Bohai Bay region achieved an average daily sales of over 1.3 million yuan from January to date [1]

Core Insights - Walmart reported a total revenue of approximately 4.91 trillion RMB for the fiscal year 2026, representing a year-on-year growth of 4.7% [1] - The adjusted operating profit for the fiscal year 2026 was approximately 213.92 billion RMB, showing a year-on-year increase of 5.4% [1] Revenue Performance - In the fourth quarter of fiscal year 2026, Walmart China achieved net sales of approximately 41.93 billion RMB, which is a year-on-year growth of 19.3% [1] - Comparable sales in the fourth quarter increased by 10.7% year-on-year [1] - E-commerce net sales grew by 28% year-on-year during the fourth quarter [1] Membership Business - The Sam's Club membership business showed strong growth in the fourth quarter, particularly in China, with membership fee revenue increasing by over 35% [1] - Overall membership revenue for Walmart in the fourth quarter grew by more than 15% [1] - The transaction volume at Sam's Club stores experienced double-digit growth [1]