【环球时报驻美国特约记者 萧达 王逸】在零售业巨头沃尔玛宣布将大幅提价以应对关税后，美国总统 特朗普17日在社交平台上发帖对其猛烈抨击。他威胁沃尔玛"应立即停止将价格上涨归咎于关税"，并要 求该公司"吞下（指自行吸收）这些关税"。实际上，沃尔玛并非率先宣布涨价的公司，许多美国公司都 已经宣布或考虑宣布产品涨价。关税引发的通胀担忧严重打击了民众的消费信心。美国16日公布最新的 消费者信心指数，创下有记录以来的倒数第二低值。同一天，国际信用评级机构穆迪宣布将美国主权信 用评级从最高的Aaa下调至Aa1，标志着三大国际评级机构全部将美国主权信用评级降至3A级以下。美 国人的"信心"和美国的"信用"为何突然下降？许多美国经济学者和媒体认为，这显示出美国普通家庭和 经济界对经济前景的悲观情绪正在加重，根本原因在于美国政府将短期政治利益凌驾于长期经济健康之 上。有美国媒体称，如果连以低价为核心的零售巨头都难以维持低价承诺，号称"全球最大"的美国消费 市场可能面临一场前所未有的风暴。 " 价格上涨幅度和速度将前所未有 " 美国Axios新闻网站称，如果以低价为核心的零售巨头沃尔玛都在提价，这解释了为什么其他厂商将会 跟进。 ...

▲中国和墨西哥是沃尔玛最大的进口来源地（图片来源：纽约时报） 特朗普的做法被认为是对沃尔玛实施恐吓，而现实正如沃尔玛首席执行官道格·麦克米伦所说："我们将 竭尽全力保持尽可能低的价格。但考虑到关税的规模，即使按照本周宣布的（对中国关税）下调幅度， 考虑到零售利润微薄的现实，我们也无法承受所有压力。"这本来就是大实话。在沃尔玛的采购链条 上，很难有某个供应商的利润率高过沃尔玛，因为沃尔玛有"店大欺客"的强势。 特朗普向沃尔玛开炮，原因是沃尔玛上周四表示面临涨价压力，并解释说关税过高，尤其是针对中国商 品。特朗普在社交媒体上发帖回应：沃尔玛应该"吞掉关税"，而不应把涨价"转嫁给尊贵的客户"。他还 说："我会盯着你们的，你们的客户也会！" 中国商务部于3月11日就沃尔玛向中国商户压价的问题约谈了这家美国超级零售商。在5月初中国商务部 宣布考虑与美国谈判之后，沃尔玛被曝出已经向中国江浙等地的商户发出增加发货量请求，那些商户表 示"沃尔玛已告知我们开始增加对美国的发货量，这样我们就不需要承担对中国商品征收新关税带来的 额外成本"。12号中美发表联合声明后，进一步传出的消息称，中国多地厂商收到大量订单，美国采购 商出现报 ...

以下文章来源于每日人物 ，作者每人作者 每日人物 . 轻商业，懂生活。 蜜雪冰城、泡泡玛特、胖东来， 或许是当前的消费赛道里最炙手可热的玩家。 文 ｜ 饶桐语 编辑 ｜ 西打 来源｜ 每日人物（ID：meirirenwu） 封面来源 ｜ 视觉中国 蜜雪冰城、泡泡玛特、胖东来，或许是当前的消费赛道里，最炙手可热的三个玩家。年轻人为泡泡玛特的Labubu充值信仰，全国超市把胖东来当精神图 腾，刚上市的蜜雪冰城则被二级市场追捧，股价一路飙升。 有趣的是，蜜雪冰城的创始人张红超、张红甫兄弟，泡泡玛特的创始人王宁，以及胖东来的创始人于东来，都是地地道道的河南男人。 他们究竟有什么魔力，让中产排队掏钱？ 风口浪尖的四个河南男人 过去半年里，来自河南的三家明星消费公司，轮番上热搜。 最先引爆讨论的是蜜雪冰城。今年3月，蜜雪冰城在港股上市，一时间，大资金、小散户一拥而上，有人连夜坐高铁去香港开户，也有人不惜撬动1.7亿港 元的杠杆，就为赌一把。 三家企业的创始人里，知名度更高的，还得是于东来。和几位商界后辈不一样，他很高调，几年来一直在招收总裁班成员，全国奔走帮扶超市，在抖音上 和粉丝们连线"传道"。也正因如此，他也是被舆论 ...

极目新闻记者 刘黎 刘敏 5月17日，京东MALL光谷店、Olé精品超市武汉恒隆广场店将开门迎客。5月28日，山姆会员商店江岸店也将盛大开业。 三家零售巨头同时在汉扩张，彰显出国际国内商业巨头对湖北消费市场潜力的强劲信心。 5月28日，山姆江岸店将正式开业，山姆江岸店位于武汉市江岸区春兰街星悦城四期的对面，靠近地铁6号线杨汊湖站。这是山姆在全国的第56家门店，也是 武汉第四家门店，武汉因此成为山姆中西部门店最多的城市。 京东MALL光谷店 京东MALL光谷店是继2023年武昌徐家棚店后，京东在武汉布局的第二家全场景科技潮购空间，再过不久，京东MALL在武汉的第三家门店将在汉阳揭开面 纱，武汉因此成为京东MALL门店数最多的城市。 作为武汉第二家京东MALL，光谷店的选址与设计折射出平台对湖北消费趋势的精准洞察。光谷常住人口突破120万，叠加工作人口总量接近200万，35岁以 下青年占比达70%，是武汉最年轻的城区。 从2023年落下首子，到绘就"一城三店"商业版图，京东的布局节奏与湖北消费市场的爆发式增长高度同频。今年一季度全省社零额增长7.3%，增速全国第 2，中部第1。湖北在全国率先启动手机、平板、智能手 ...

Core Viewpoint - The incident involving Pang Donglai and the online criticism from Douyin jade blogger "Chai Dui Dui" has concluded with Pang Donglai emerging victorious, as evidenced by the reopening of their official website after a temporary closure [1]. Company Response - Pang Donglai swiftly responded to the allegations by filing a lawsuit against Chai Dui Dui for "commercial defamation and reputation infringement," seeking compensation of no less than 5 million [1]. - The company publicly disclosed its pricing standards for Hetian jade, revealing that the comprehensive gross profit margin for its jewelry department is only 15% to 16%, and that jade sales account for just 0.34% of the group's total revenue [1]. Industry Context - The retail industry is currently facing significant downward economic pressure, with intense competition among major e-commerce platforms and brick-and-mortar stores [2]. - Despite these challenges, Pang Donglai has achieved remarkable sales success, attributed to its customer-centric philosophy and employee treatment [2]. Social Media and Public Perception - The incident highlights the challenges companies face in the age of social media, where any individual can voice criticism, leading to potential reputational damage [2][3]. - The need for companies to differentiate between malicious, unfounded accusations and constructive criticism is emphasized, advocating for legal action against the former while maintaining composure in the face of the latter [2]. Supply Chain Management - The criticisms raised by Chai Dui Dui, although deemed unfounded, point to broader issues within the jade industry, such as the prevalence of substandard products and the difficulty consumers face in discerning quality [3]. - It is suggested that Pang Donglai should enhance its supply chain management and oversight in the jade sector, potentially involving third-party verification to establish itself as a trustworthy platform for jade transactions [3].

Group 1 - Walmart's Sam's Club will open its 56th store in China at Jiang'an District, Wuhan, by the end of this month, making it the fourth Sam's Club in Wuhan, second only to Shanghai in terms of store count in domestic cities [1] - Sam's Club has rapidly expanded in Wuhan with a "5 years, 3 stores" strategy, having opened its first store in Qiaokou District in 2014, followed by new stores in 2021 and 2023 [4] - Wuhan is considered a strategic city for Walmart in China due to its geographical advantages, including logistics and population, which have driven Sam's Club's continued investment in the area [4] Group 2 - Sam's Club has established two logistics distribution centers in Wuhan, which not only serve the local market but also extend coverage to neighboring provinces such as Henan, Hunan, and Jiangxi [4] - The quality and cost-effectiveness of Sam's Club products have gained popularity among consumers in Wuhan, with membership numbers and overall sales consistently ranking among the top in the country [4] - The primary consumer demographic for Sam's Club is the middle-aged and young population, with stores like the one in Guanggu becoming key destinations for quality consumption [8] Group 3 - Sam's Club has introduced "Express Delivery" services in China to meet the high demand for instant delivery, with many consumers preferring online orders over in-store visits [8] - Other retail giants like JD MALL and CR Vanguard are also increasing their investments in Wuhan, with JD MALL planning to open new stores in the area [8]

消息面上，美联储主席鲍威尔虽然并未评论货币政策，但其认为，未来通胀可能更加波动，美国可能正在进入一个供应冲击更频繁、持续时间也更持久的 时期，这对经济和美联储来说都是一个艰巨的挑战。 中概股大跌 晚间，三大股指集体低开，截至发稿，纳指进一步跳水下跌。 个股方面，沃尔玛跌近5%。沃尔玛第一季度净销售额增长2.5%至1656亿美元，美国可比销售增长4.5%超预期。尽管销售表现强劲，但CFO警告，关税导 致的价格上涨可能从本月开始。 值得注意的是，中概股出现集体下跌走势，其中，纳斯达克中国金龙指数跌3%，个股方面，阿里巴巴跌逾7%，世纪互联跌超6%，京东跌近4%，腾讯音 乐跌超4%，百度跌超3%，爱奇艺跌超3%。 晚间，美股集体低开。 不过，网易美股涨幅扩大至13%，股价逼近历史新高，公司一季度净收入为288亿元好于市场预期。 而黄金则在短时间内突然直线猛涨，截至发稿突破3200美元，今日，黄金一度跌至3120美元。 美国4月PPI公布 美国再度发布重磅数据。 美国4月PPI同比升2.4%，预期升2.5%，前值从升2.7%修正为升3.4%；环比降0.5%，预期升0.2%，前值从降0.4%修正为持平。核心PPI同比升 ...

尽管有关税，但对一些产品保持价格不变。 供应商因关税而转移（到其他地方）采购材料。 沃尔玛ceo：哥斯达黎加、秘鲁、哥伦比亚的关税影响食品。 ...

Core Insights - Iceland has entered the Chinese market with an innovative model through its Iceland Lab, which combines "supply chain + MCN + AI" to create a unique retail experience [1][5][6] - The Iceland Lab has achieved significant online sales, reaching approximately 1 million yuan in daily sales since its online launch on April 29, with peak sales during live broadcasts reaching between 3 million to 5 million yuan [7] Company Overview - Iceland, established in 1972 and headquartered in Wales, UK, holds a 17% market share in the UK, making it the largest frozen food supermarket in the country [5][6] - The company operates around 1,000 stores across approximately 10 countries, including its new entry into the Chinese market [5][6] Operational Model - The Iceland Lab spans 6,800 square meters and features over 20 live streaming rooms, differentiating itself from traditional supermarkets [5] - The operational strategy includes online live streaming during weekdays and promotional activities on weekends and holidays, with plans to start offline operations in early June [5][6] Product Offering - The Iceland Lab offers a mix of products from Iceland and local brands, including traditional Chinese brands and high-quality regional products from Inner Mongolia and Zhejiang [6] - The SKU count is limited to under 1,000 to avoid high inventory costs associated with traditional supermarkets [6] Sales Performance - Since the launch of online operations, the Iceland Lab has generated a total GMV of approximately 13 million yuan in just half a month [7] - The lab's self-operated accounts number 60, with over 30 live broadcasts scheduled daily, and at least five collaborations with influencers each day [6]

美国股指期货在沃尔玛财报公布后略微收窄跌幅。 ...