Core Viewpoint - Wumart Huamao Tiandi store has officially opened as the first "Fat Reform Store" in Chaoyang District, significantly enhancing its product offerings and customer experience to attract more foot traffic [1][12]. Group 1: Store Transformation - The store reduced its SKU from 10,000 to 7,000, with 70%-80% of the products replaced, focusing on high-quality items [6][11]. - Fresh produce, ready-to-eat meals, and baked goods have been relocated to the entrance, becoming key attractions for customers [11][19]. - The store's layout has been optimized, including the removal of mandatory traffic flow designs and the widening of aisles to improve shopping comfort [11][12]. Group 2: Customer Engagement - On the opening day, the store recorded a foot traffic of 9,900 visitors, a significant increase from the previous average of 1,000 daily visitors [12][19]. - Over 100 security personnel were coordinated to manage customer flow and reduce congestion during the opening [3][12]. - The store aims to create a stable community commercial environment, emphasizing trust and quality over trendy changes [13][18]. Group 3: Market Positioning - The transformation aligns with the local community's demand for higher quality products, as the area has a strong consumer base with high expectations [19]. - The store incorporates popular products from the "Fat Donglai" brand, but only after careful selection to ensure quality [11][19]. - Future plans include further upgrades to other main stores in the area, enhancing the overall shopping experience for families [18][19].

Core Insights - The opening of Yonghui's Wuqing Zhuzong Daguangming Center store marks a significant addition to the new business district in Wuqing, Tianjin, showcasing the effectiveness of the store's transformation model and responding to the region's strategy for internationalization, high-end development, and smart consumption [1] Sales Performance - The store experienced a remarkable sales increase of over 400% year-on-year within the first week, with customer traffic surging by more than 200% [3] - Popular fresh food items such as shrimp, cucumbers, and dragon fruit have gained high popularity, alongside summer favorites like juices and ice products [3] Best-Selling Products - The newly added baking and prepared food sections have been particularly well-received, with the fresh food area becoming a key traffic driver [5] - Top-selling items include a variety of baked goods, seasonal fruits, and customized dairy products, all praised for their quality [5] Employee Focus - The transformation emphasizes the importance of employees, with a significant increase in frontline staff and salary improvements [7] - Employee benefits include paid annual leave after one year of service, dedicated rest areas, training rooms, and a free cafeteria [7] Skills Development - Yonghui's "Craftsman Plan" has successfully certified over 50 skilled workers in the Tianjin area, promoting a collaborative training system between stores [9] - The plan aims to enhance service quality and customer experience through technical standards and professional recognition [9] Future Plans - The Wuqing New Business District's task force will continue to develop diverse consumption scenarios and foster new business formats to contribute to Tianjin's goal of becoming an international consumption center [11]

Group 1 - The core initiative of Yonghui Supermarket is the launch of the "Xinjiang Good Fruits Yonghui Fresh Delivery" 2025 Xinjiang Fruit Festival, focusing on direct sourcing and rapid nationwide distribution of over 10,000 tons of Xinjiang fruits [1][2] - Yonghui Supermarket plans to procure no less than 3 billion yuan worth of Xinjiang products over the next three years, enhancing the logistics of high-quality fruits from Xinjiang to the Greater Bay Area and nationwide [2] - The newly opened Yonghui Supermarket store in Shenzhen features a significant upgrade in product offerings, with 8,630 items, over 67.5% of which are new, and a focus on high-quality imported goods [2] Group 2 - The company aims to continue its store renovation strategy, targeting to exceed 208 renovated stores by the end of September 2023 and complete 300 by the Lunar New Year in 2026 [3] - The store renovations are part of Yonghui's commitment to establishing itself as a leading quality supermarket for mainstream Chinese families [3]

盒马鲜生近日宣布了其雄心勃勃的扩张计划，计划在财年内新增近100家门店，并将业务覆盖范围扩大至 超过50个新增城市。这一举措预示着盒马鲜生门店总数将突破500大关，进一步巩固其在零售市场的领先 地位。 根据阿里巴巴集团2025财年年报，盒马在2024年4月至2025年3月期间实现了超过750亿元的GMV，并首 次达成全年盈利。其中，盒马鲜生业态运营门店数量超过420家，展现出了强劲的增长势头。 在《2024年中国超市百强榜单》中，盒马成功跻身前三，这不仅标志着盒马进入了一个新的增长阶段， 也进一步确立了其作为中国零售标杆企业的地位。自2016年在上海金桥开设首家门店以来，盒马鲜生以 其独特的海鲜水产、短保生鲜、快手菜、自助结账以及线上线下一体化经营模式，重新定义了新一代超 市的标准，成为行业内的佼佼者。 盒马鲜生目前已在华北、华东、华南、西南等多个区域的50余座城市布局，截至今年3月底，门店数量已 达到420家。以绍兴首店开业为例，现场吸引了大量当地消费者，充分展示了盒马鲜生在市场上的强大吸 引力和品牌影响力。 盒马CEO严筱磊对中国内需消费市场的广阔前景充满信心，他表示，盒马将持续以"满足消费者对美好生 活 ...

Core Viewpoint - Hema is shifting its focus to its main business formats, Hema Fresh and community discount stores, while closing its membership stores, indicating a strategic realignment to enhance growth and profitability [1][3][4]. Group 1: Business Strategy - Hema plans to open nearly 100 new Hema Fresh stores and enter over 50 new cities in the current fiscal year, demonstrating confidence in the domestic consumption market [1]. - The company has achieved profitability for the first time in the last fiscal year, with a GMV of 750 billion yuan, ranking third among supermarkets in China [3][4]. - Hema's CEO, Yan Xiaolei, has set a target for GMV to reach 100 billion yuan within three years, focusing on Hema Fresh and Hema NB as core business formats [4]. Group 2: Membership Store Closure - Hema has decided to close all membership stores, which were previously seen as a secondary growth avenue, to concentrate on its main business lines [3]. - The closure of membership stores is part of a proactive business adjustment strategy that began earlier in the year [3]. - Customer service representatives confirmed that membership benefits will still be available at regular Hema Fresh stores, ensuring continuity for existing members [3]. Group 3: Market Expansion and Collaboration - Hema is leveraging Alibaba's consumer platform to expand its customer base, including a new initiative that allows Taobao 88VIP members to access Hema membership benefits [5]. - The integration with Taobao has led to a significant increase in membership growth, indicating a successful collaboration [5]. - Hema has also appeared prominently on the homepage of Taobao's flash purchase section, enhancing its visibility and customer reach [6].

Core Viewpoint - Hema is shifting its focus to its main business formats, Hema Fresh and Hema Neighbor Business, while closing its membership stores, which were previously seen as a second growth curve. The company aims to open nearly 100 new Hema Fresh stores in the upcoming fiscal year and is optimistic about the domestic consumption market [2][3][5]. Group 1: Business Strategy - Hema Fresh has over 420 stores as of March 31, 2025, and ranks third in China's supermarket sector with a GMV of 75 billion yuan, following Walmart China and RT-Mart [5]. - The company has achieved its first annual profit in the last fiscal year, indicating a more stable and rapid development due to strategic focus [5][6]. - Hema's CEO, Yan Xiaolei, has set a target for the company to reach a GMV of 100 billion yuan within three years [6]. Group 2: Store Operations - Hema is closing its X membership stores, which were intended to compete with Costco, as part of a strategic adjustment to concentrate on its core business formats [3][5]. - The closure of membership stores is a proactive business adjustment that began earlier in the year, with the company emphasizing that Hema Fresh stores will continue to operate [5][6]. Group 3: Market Expansion - Hema is leveraging Alibaba's consumer platform to expand its customer base, including a recent collaboration with Taobao 88VIP to offer Hema X membership experience cards [7]. - Hema has also appeared prominently on Taobao's homepage, enhancing its visibility and driving more traffic to its stores [8].

在今年7月发布的《2024年中国超市百强榜单》中：盒马位列前三。这也标志着盒马已经进入新一轮的增 长周期，成为中国零售名副其实的标杆企业。 自2016年在上海金桥开出第一家盒马鲜生门店以来，盒马鲜生事实上定义了新一代超市的基本形态，海 鲜水产、短保生鲜、快手菜、自助结账，以及线上线下一体化的经营方式，成为了超市行业标配。作为 盒马的主力业态，盒马鲜生目前分布在华北、华东、华南、西南等地区的超过50个城市，截至今年3月底 门店已达420家。 （盒马鲜生绍兴首店开业现场，吸引大量当地消费者） 8月7日，盒马公布了最新开店计划：盒马鲜生计划财年内开出近100家门店，新增超过50个覆盖城市，届 时盒马鲜生门店数将超过500家。 盒马CEO严筱磊表示，看好中国内需消费市场的广阔前景，以"满足消费者日益增长的对美好生活的向 往"为使命，继续坚持用户至上的经营理念，"坚持好商品、好服务是我们过去积累的宝贵经验，也是支 撑未来盒马持续发展的基础。" 过去一年，盒马转向聚焦盒马鲜生和社区折扣店两个主力业态，陆续退出X会员店等探索型项目。与此 同时，盒马鲜生开足马力拓新店，今年上半年先后在泰州、宿州、天津、唐山、遂宁等多城开出首 ...

8月7日，盒马在十周年开放日上公布了最新开店计划：盒马鲜生计划财年内开出近100家门 店，新增超过50个覆盖城市，届时盒马鲜生门店数将超过500家。 盒马CEO严筱磊表示，看 好中国内需消费市场的广阔前景，以"满足消费者日益增长的对美好生活的向往"为使命，继 续坚持用户至上的经营理念，"坚持好商品、好服务是我们过去积累的宝贵经验，也是支撑 未来盒马持续发展的基础。" 盒马鲜生绍兴首店开业现场，吸引大量当地消费者。 过去一年，盒马转向聚焦盒马鲜生和社区折扣店两个主力业态，陆续推出X会员店等探索型项目。与此 同时，盒马鲜生开足马力拓新店，今年上半年先后在泰州、宿州、天津、唐山、遂宁等多城开出首店， 掀起人潮汹涌的"首店效应"，为当地城市注入新消费活力。同时，盒马自身的经营发展也在不断向好。 采写：南都N视频记者 黄培 阿里巴巴集团2025财年年报显示，盒马2024年4月-2025年3月的2025财年GMV（商品交易总额）超750 亿元，首次实现全年盈利，盒马鲜生业态运营超过420家门店。此外，今年7月发布的《2024年中国超市 百强榜单》中，盒马位列前三。 成立于2015年的盒马是阿里新零售的标杆，目前聚焦于盒马 ...

对于盒马会员店将全部停业的具体事项，证券时报记者尝试联系盒马公关部。截至发稿未获得回应。 不过，证券时报记者拨打盒马客服电话，接线人员表示，因为经营策略变化，门店进行调整。"关闭的是会员门店，就是会员可以进 入的门店。现在很多鲜生门店都是继续营业的"。针对会员权益如何保障问题，客服表示："会员权益，比如88折、免费领菜、免运 费等，都可以继续在正常门店享受。" 在盒马告别会员店的消息近日冲上热搜之后，8月7日，盒马CEO严筱磊对外公布了新财年的开店计划：财年内开出近100家盒马鲜生 店，新增进入城市超过50个，并称坚定看好国内消费市场。 据介绍，2016年，盒马鲜生第一家门店开业。近年来，盒马探索了多种业态，2024年起，盒马聚焦盒马鲜生和社区折扣店两个主力 业态，并主动调整和关闭了一些门店。作为盒马的主力业态，盒马鲜生目前分布在华北、华东、华南、西南等地区的超过50个城 市。 截至2025年3月31日，盒马鲜生门店数已超过420家。中国连锁经营协会发布的2024中国连锁百强榜单显示，盒马以750亿GMV位列 国内超市第三名，仅次于沃尔玛中国、大润发。 严筱磊表示，战略聚焦让盒马发展更快速、也更稳健。在上个财 ...

Group 1 - The core viewpoint of the article is that Hema is committed to rapid expansion, aiming to open 100 new stores within the fiscal year, which will bring the total number of Hema stores to over 500 [1] - Hema has refuted rumors regarding store closures, clarifying that it closed 10 experimental X member stores, which account for less than 2% of its total store count [1] - Hema has redefined the domestic retail landscape over the past decade with its unique business model, achieving its first annual profit as reported in Alibaba Group's fiscal year 2025 report [1] Group 2 - Hema Fresh operates over 420 stores, and in July, it ranked among the top three in the "2024 China Supermarket Top 100" list with an annual sales revenue of 75 billion yuan [1]