8月14日晚间，步步高（002251）披露2025年半年度报告，报告期内，公司实现营业收入21.29亿元，同 比增加24.45%；归属于上市公司股东的净利润2.01亿元，同比扭亏为盈。 步步高表示，公司通过门店优化、商品管理、供应链效率提升等多方面的努力，2025年上半年营收高 增，特别是超市销售额实现大幅增长。净利润大幅增长得益于公司重整举措确认了大额重整收益，同时 持续深化经营策略，聚焦于核心优势区域，提升了整体门店效能和盈利能力。 "胖"化价值显现 2025年上半年，步步高继续深入学习胖东来，超市业态通过逐步关闭低效门店、调改潜力门店，开展自 有品牌战略，整体经营业绩较同期改善，推动经营质量全面升级。 在门店运营层面，8月9日步步高超市永州舜德店恢复营业，至此19家完成调改的门店成为业绩增长引 擎。步步高方面提供的数据显示，春节消费旺季期间，这些门店销售额同比激增3-6倍，客流量提升超 300%，客单价显著高于行业平均水平。 同时，步步高通过关闭低效门店、聚焦优质门店，带动整体营收规模与质量双升。 展望后续，步步高方面表示，在胖东来模式的持续赋能下，公司将聚焦核心区域、深耕零售本质，以经 营革新夯实发展 ...

调改后的永辉旧宫店舍弃了传统超市布局逻辑。具体而言，永辉旧宫店取消强制动线设计，主通道拓宽至3米，货架高度统一降至1.6米，视觉空间更为通透 开放。收银机台数量增至33台，缩短高峰时段排队时长。烘焙、熟食等鲜食类商品占比明显提升。据了解，永辉旧宫店是永辉在北京的第11家门店，也是大 兴区第4家借鉴胖东来模式自主调改的门店。 与此同时，商品体系也进行了调改。北京商报记者了解到，门店商品近半数被汰换，调改后的商品结构达到胖东来商品结构的80%。其中，果切区执行"468 鲜度管理"，切好后超4小时八折、6小时六折、8小时下架，肉禽水产区提供免费切配服务，水产技工现场演示"沥水称重"标准流程。 此外，门店设置胖东来自有品牌专区，包括DL果汁、精酿啤酒、燕麦脆等70余款商品。熟食区新增胖东来同款麻辣牛肉条、小甜肠及现烤披萨、关东煮等 即食品。 北京商报讯（记者 赵述评）8月14日，历经49天调改的永辉超市旧宫店正式营业。永辉全国范围内的调改门店总数已达156家，预计9月30日前达到200家。 据悉，永辉石景山鲁谷店、燕郊上上城店、大兴康庄天键广场店也将陆续完成调改。永辉全国范围内的调改门店总数已达156家，预计9月30 ...

Core Insights - My Basket is emerging as a significant competitor to convenience stores like 7-Eleven due to its focus on fresh produce and lower prices, leading to a noticeable decline in customer traffic for nearby 7-Eleven stores [2][9][24]. Group 1: Market Context - The phenomenon of "shopping refugees" in Japan's urban areas, particularly among the elderly, has created a demand for accessible grocery options, which My Basket effectively addresses [5][7]. - In 2015, the number of shopping refugees in Japan reached 8.25 million, a 20% increase from 2005, highlighting the growing need for convenient shopping solutions in densely populated cities [5][7]. Group 2: My Basket's Business Model - My Basket operates approximately 1,200 stores with plans to expand to 2,500 by 2030 and ultimately 5,000 stores, leveraging its proximity and competitive pricing to attract customers [9][28]. - The store's strategy focuses on high-density urban areas, with a typical store located within a 3-minute walking distance from residential and commercial zones, catering to local consumers [9][10]. Group 3: Competitive Advantages - My Basket's pricing strategy is significantly lower than that of convenience stores and even some discount retailers, with products like instant noodles priced 20% lower than convenience stores [26][28]. - The company benefits from the backing of Aeon, a leading retail group, which allows it to leverage economies of scale for cost-effective product pricing [28][29]. Group 4: Operational Efficiency - My Basket employs a unique staffing model with all stores being company-operated rather than franchised, allowing for streamlined operations and reduced labor costs [13][19]. - The introduction of a flexible "point work" system enables part-time employees to work short shifts, enhancing labor efficiency and reducing overhead costs [17][23]. Group 5: Product Offering - My Basket differentiates itself by offering a wide range of fresh produce, with fresh items making up 44% of its total product offerings, compared to convenience stores that have limited fresh food options [30][32]. - The store's SKU count is strategically focused on essential items for single-person households, ensuring that it meets the daily shopping needs of urban consumers [29][30]. Group 6: Future Outlook - My Basket's growth strategy is centered on maintaining low prices and high product availability, which positions it well against traditional convenience stores and larger supermarkets [35][36]. - The company's ability to adapt to consumer needs and market trends will be crucial for its continued expansion and competitiveness in the retail sector [35][36].

Group 1 - In July 2025, the Yiyuan County Market Supervision Bureau received a total of 388 consumer complaints, with 325 related to goods and 63 related to services, resulting in a total dispute amount of 247,400 yuan, and recovering 49,100 yuan for consumers [1] - The top three companies with the highest number of complaints were Shandong Changrui Building Materials Co., Ltd. (7 complaints), Yiyuan County Shengxi West Network Studio (6 complaints), and Shandong Chenghe Commercial Co., Ltd. (5 complaints), all showing a 0% month-on-month change in complaint volume [2] - The leading categories of goods complaints in July 2025 were "Other Goods" with 141 complaints, followed by "Food" with 117 complaints, and "Clothing and Footwear" with 13 complaints [3][4] Group 2 - In the service category, the highest number of complaints was for "Other Services" with 19 complaints, followed by "Catering and Accommodation Services" with 12 complaints [5] - The report emphasizes the importance of consumer safety during the summer travel season, advising consumers to plan trips carefully and choose reputable travel agencies [6][7] - Consumers are encouraged to retain purchase receipts and records, and to resolve disputes through negotiation or by filing complaints with relevant authorities if necessary [7]

人民财讯8月13日电，武商集团（000501）8月13日在互动平台表示，公司旗下武商超市已与美团、饿了 么等头部生活服务公域平台建立深度合作关系，全面布局即时零售业务。同时，积极开发探索私域平台 即时零售。通过整合线下门店网络与线上流量资源，为消费者提供门店三公里范围"极速达"服务体验。 2025年，公司在超市业态开展即时零售的基础上，重点推进百货业态上线即时零售平台。其中，公司旗 下百货业态于美团闪购520当天销售全国第一、618档期全国前五门店中有三家为公司旗下门店。目前公 司正在推进百货业态上线淘宝闪购(饿了么)，持续优化即时零售业务。 ...

近日，山西省零售商行业协会发布的调查统计显示，今年上半年，全省76家重点零售企业销售额 422.892692亿元，其中，购物中心、汽车、超市板块销售额及占比居前三位，这3个板块的销售占总销 售的五成多。 此次调查的全省76家重点零售企业主营业态分布为14个板块。其中，汽车板块企业数量10家，占比一成 多；购物中心板块、药店板块的数量均为9家，占比均为一成多；超市板块、手机数码板块的数量均为8 家，占比均为一成多。这5个板块的企业共有44家，占本次调查重点零售企业数量的五成多。 从销售额来看，购物中心、汽车、超市板块销售额及占比居前三位。其中，购物中心102.59亿余元，占 比两成多；汽车板块84.52亿余元，占比近两成；超市57.15亿余元，占比一成多。分业态看，网络销售 同比增幅最高。上半年销售额45.83亿余元，同比增长七成多；排名第二的为步行街，上半年销售额9.68 亿余元，同比增长近两成；第三为家电板块，上半年销售额13.09亿余元，同比增长一成多；之后为手 机数码板块、汽车板块，上半年销售额分别为15.89亿余元、84.52万元，同比增长一成多、近一成。 （李 静） ...

Core Viewpoint - Jingxiaobox, a leading hard discount retail brand in Xi'an, focuses on product strength, extreme cost-effectiveness, community engagement, and operational optimization to establish its market presence, providing a reference for regional retail brands [2][4]. Group 1: Company Overview - Jingxiaobox has over 130 stores in Xi'an, with store sizes typically ranging from 600 to 800 square meters and an overall SKU count of approximately 1,000 to 1,200, covering essential household categories such as grains, fresh produce, beverages, and snacks [2][4]. - The brand originated from "Adir Life Supermarket," which opened its first store in 2015, adopting a simplified product display method and pricing around 70% of other supermarkets, inspired by Germany's ALDI [2][4]. Group 2: Operational Strategy - Jingxiaobox implements a cost-control strategy similar to ALDI's "penny-pinching supermarket" model, focusing on minimizing operational costs through simplified store layouts and direct product displays [6][10]. - The stores primarily cater to daily household needs, with a focus on essential products, and some locations offer basic fresh produce in a simplified display format [6][8]. Group 3: Pricing and Product Strategy - The pricing strategy emphasizes extreme cost-effectiveness, with competitive prices on fresh produce and other essential items, such as pumpkin at 1.99 yuan per jin and bottled water at 3.8 yuan for 500ml [11][13]. - Jingxiaobox aims to enhance its self-owned product capabilities, with a focus on product differentiation and competitive pricing, similar to ALDI's approach [15][20]. Group 4: Market Positioning and Challenges - The brand's strategy is to maximize customer satisfaction by ensuring that every customer leaves with a purchase, focusing on essential household needs [23][24]. - Despite its strengths, Jingxiaobox faces challenges in standardizing operational details across stores, which may affect brand perception [24][25]. - The company needs to enhance its brand building and online presence to support its growth in the competitive hard discount market [25][26].

香港人北上消费热潮持续，现在流行北上买一切，周末排队北上送钱，还掀起了香港人反向代购潮，不仅上演了从港货代购热到反向代购热的时代大反 转，背后更有一个超级商业大趋势。 其实，港人北上消费，港人反向代购早已不是什么新鲜话题，每逢周末、节假日、黄金周，香港人流行北上消费。 这次该话题上热搜是因为新浪新闻图数室发表了一篇题为《香港人为何在周末排队北上送钱》的文章，文章以能刺痛香港人敏感神经的住房难话题为切入 点展开。 香港有22万人蜗居不到10平方米的㓥房，普通家庭买一套房需要花掉14.4年的收入。 而现在港人的90平方米的千尺豪宅梦，在广东仅花个首付钱，就能轻松实现。的确，最近一两年，有媒体报道和中介发朋友圈分享，的确有不少香港人来 大湾区置业买房。 报道引述中银香港的调研数据称，在大湾区各个城市中，香港同胞置业首选接壤的深圳，其次是广州、中山、珠海、澳门。 香港人北上置业买房是大宗高价商品消费，背后其实早就掀起了一阵阵香港人北上购物消费热潮。 因为汇率等原因，在香港赚钱，到大湾区花，更有购买力。自从疫情之后，香港人北上消费现象就出现了，香港人到内地购物、吃喝玩乐，应有尽有，还 能享受到比香港本地更好的服务。 比 ...

此前，已有八个欧盟成员国要求欧盟委员会对那些禁止零售商跨国采购的生产商采取干预行动。但时至今日，相关局势几乎没有变化。 穆勒表示，自有品牌的增长也帮助像Ahold Delhaize这样的企业在与A品牌谈判时更具优势，比如与JDE Peet's的谈判。"我们自家也为Perla品牌采 购咖啡，因此有了良好的对比材料。我们也看到这个品牌在门店中的销量在上升，顾客能够感受到它的价值。" 贸易战影响 来源：中荷商报ChinaTimes 除了带来额外的营业额，自有品牌还让超市在了解大品牌商品定价方面获得更多洞察。"在与这些所谓A品牌进行谈判时，这些信息就非常有价 值，"首席执行官弗朗斯·穆勒（Frans Muller）指出。尤其在欧洲，越来越多消费者因对A品牌价格上涨感到不满而转向价格更亲民的自有品牌。 超市与A品牌之间也常有纷争。例如，由于价格谈判僵持不下，Jumbo超市曾长期不销售喜力（Heineken）啤酒；Albert Heijn也一度停售由JDE Peet's供应的Douwe Egberts和Senseo品牌咖啡以及Pickwick品牌茶叶。 联合采购 为应对挑战，Ahold Delhaize正像竞争对手Jum ...

齐鲁晚报·齐鲁壹点记者 管悦 "调改开业至今销售同比增长超400%，成交客流同比提升150%以上。"永辉超市龙湖济南北宸天街店相 关负责人介绍，尤其以烘焙、熟食等鲜食类商品增长明显，精酿啤酒、冰淇淋、西瓜、水蜜桃等夏季时 令商品也备受消费者喜爱。 永辉济南龙湖奥体天街店也已进入闭店调改阶段，近半数商品将被汰换，调整后的商品结构接近胖东来 商品结构的80%。 与此前纯大卖场模式有所不同，新型的零售巨头——盒马鲜生也在场景化体验上做足了文章。当日，记 者在盒马鲜生（印象城店）看到，烤鸭、冷锅串串、现炒小菜等档口前客流不断。店内还设置了海鲜现 场加工区、用餐区等，将"购物+餐饮"场景深度融合，让消费者能享受"即买即食"的"一站式"新鲜体 验。 此前，盒马鲜生印象济南店开业首日仅一个小时就卖出去4条新鲜三文鱼，金枕榴莲销量更是破万元。 从商品结构上来看，盒马鲜生也在向"场景化"倾斜：一方面，大幅提升鲜食比例，如烘焙、熟食、半成 品食材等，满足快节奏都市人群的即食需求；另一方面，强化季节性、区域化选品，如夏季主推精酿啤 酒、冰镇水果切盒，冬季则力推火锅食材套餐。 走访中，不少消费者表示，相比传统商超，现在不少新零售模式 ...