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“降息100个基点!”特朗普再发声
证券时报· 2025-06-11 14:55
核心通胀因住房和保险、医疗等服务成本高企而持续居高不下。美国劳工统计局称,住房指数在过去一年上涨3.9%,5月环比上涨0.3%,是推升整体CPI月度涨幅的 主要因素。 此外,租金和业主等价租金(OER)指数环比分别上涨0.2%和0.3%。业主等价租金是指房主为同一房产支付的假设租金。不过,住房领域也出现了缓解迹象:例 如,5月外出住宿价格下跌0.1%。除住房外,核心通胀低于预期还受其他品类影响,包括机票价格、二手车和卡车、新车及服装价格的下跌。 与此同时,能源指数5月环比下跌1%,同比下降 3.5%,主要受汽油价格下跌推动。前五个月汽油价格同比下降12%。值得注意的是,食品价格逆转了上月的回落趋 势,5月食品指数上涨0.3%。鸡蛋价格5月环比下跌2.7%,但仍接近历史高位,同比涨幅约41.5%。 特朗普再喊话美联储降息! 北京时间6月11日,美国劳工统计局公布的5月CPI报告显示,物价上涨速度并无预期中的大幅上涨,无论是CPI数据还是核心CPI数据均低于预期。 在数据发布后,美国总统特朗普再次喊话美联储降息,特朗普在社交平台发文称:"CPI数据刚刚公布,数据非常好!美联储应该降息整整1%(100个基点)。这样 ...
去拉美掘金,月入5万只是及格线
凤凰网财经· 2025-06-11 14:11
以下文章来源于表外表里 ,作者洞见数据研究院 表外表里 . 洞见数据研究院 来源|表外表里 文|严贝贝 陈梓洁 编辑|曹宾玲 半年外派生活结束, 大 海拿 着到手的 20 万补贴 , 告别坐落在安第斯山脉上的小国。 候机之际,一阵 熟悉的南方口音 传入他的耳朵,是两位正在打电话的同胞,对着电话输出 "马上 到""见客户"等字眼,一路风尘仆仆往出口走去。 大海早已数不清,这是自己在当地偶遇的第几批淘金客,曾经 魔幻又孤独的 拉美 , 如今 成了世 界的焦点 在巴西 三线城市 长大的翰宇 , 帮家里 开 了 一 个 咖啡店,每月净利润过万, 但比起月入 5万的 外派销售、 开中超年入 300万 的 同龄人,还没够到及格线。 多年来,他亲眼目睹了日本汽车、三星手机风靡大街小巷,i ns、Facebook 入侵本地人生活,又 见证了 Temu 取代亚马逊成为新星, 快手 日活赶超 推特 , Tik T ok shop 、 美团登陆 巴西 …… 无数跨国巨头、创业者,涌入这片有着 6.7亿人口的 大陆,对比竞争白热化的 东南亚、中东, 这 里有太多空白的领域,可以撑起最后 一个 "黄金海岸" 的 想象力。 尤其随着 " ...
胖东来为什么那么成功?
集思录· 2025-06-11 13:13
永辉能不能胖改成功的问题,我想不如直接搞清楚为什么胖东来那么成功?请教大家。 丘丘人炖史莱姆 1、做事厚道 2、打明牌 别看上面区区简单两条,中国95%企业你去看好了,都做不到这两点。 这也是为什么sam受人信任的同样原因: 也是这两条。 1、做事厚道 2、打明牌 可惜在这片土地,不知道为啥,总是有人觉得,做人或者做企业如果做到这两点,好像自己就亏 大发了。 不弄点套路,不弄点"技巧",不吃点"绝户",给你让点利, 浑身难受。 这真是一个好问题啊! 最近一年,我也在思考这个问题,我去了北京的山姆、新乡的胖东来、上海的开市客和奥乐齐, 中国最牛逼的线下零售,就这些了吧。 胖东来成为典型,与之对应的是商超的全行业亏损,电商对线下零售的冲击,经过了后疫情的时 代的严重通货紧缩,把大多数商超逼到了生死线。原来好超市和坏超市的差别在于你的利润率是 10%,我的利润率是5%,后来变成了你的利润率还是10%,销量增加20%,我的利润率 是-10%,销量减少20%。 商超在经济快速发展时期,活得非常滋润,因为:1.人口不断涌入大城市,不缺流量;2.流通渠 道单一,流通成本高,商超掌握了很大的话语权;3.优质供给稀缺,消费者对 ...
现场直击!河北首家“胖东来版”超市→
Sou Hu Cai Jing· 2025-06-11 09:48
Core Viewpoint - The opening of the Yonghui Supermarket at Chang'an Wanda Plaza in Shijiazhuang marks a significant step in the city's retail innovation, modeled after the successful "Fat Donglai" supermarket concept, aiming to enhance consumer experience and meet local demand [1][10]. Group 1: Store Changes and Innovations - The newly opened Yonghui Supermarket has undergone substantial changes, including the removal of nearly half of the low-efficiency products and the addition of nearly 10,000 new product categories, with fresh food items now making up nearly 20% of the offerings [3]. - The product structure of the store is approximately 80% similar to that of "Fat Donglai," with the proportion of food and daily necessities increasing to 47.1%, and imported goods accounting for nearly 20% [3]. - The store features a revamped shopping environment with wider aisles and a more modern aesthetic, enhancing the overall shopping experience [3]. Group 2: Fresh Produce and Local Sourcing - The fresh produce section highlights local specialties, including products like sweet potatoes and leafy vegetables, emphasizing a direct supply chain model that ensures freshness and nutritional value [5]. - The store has implemented a "freshness management" system for its fruit offerings, providing discounts based on the time since the product was displayed, which enhances consumer confidence in product quality [7]. Group 3: Customer Experience Enhancements - The supermarket includes various customer-friendly features, such as gloves for handling durians, fresh-cut services for watermelons, and free meat processing services, which cater to consumer needs [7][8]. - The store's design incorporates hygiene facilities, such as automatic faucets and hand-drying options, particularly in the fresh food area, which has been positively received by customers [8]. Group 4: Broader Retail Trends in Shijiazhuang - The opening of this Yonghui store is part of a larger trend in Shijiazhuang's retail sector, with other chains like Junhong Fresh Supermarket and Hishido also adopting innovative retail practices [10]. - The city is expected to see further retail innovations with the introduction of major players like Sam's Club, Hema Fresh, and JD Seven Fresh, focusing on quality supply, digital empowerment, and supply chain improvements [10].
坚果有虫,山姆又出事
盐财经· 2025-06-11 09:20
本文转载自21世纪经济报道 值班编辑 | 江江 吃出活虫!山姆又被曝光 随后,潘女士找到山姆会员商店协商解决此事。潘女士告诉记者,第一次协商的方案是退货,第二次协 商给出的方案是退一赔一,第三次协商方案是退一赔二,山姆方面表示,如果潘女士不接受的话,就请 潘女士自己找别的地方解决。 据浙江电视台《1818黄金眼》报道,消费者潘女士在山姆超市买了坚果,6月1日倒出来吃的时候,看到 了有条虫子在里面爬,她一直保留着这条虫子直到接受记者采访。山姆超市400客服回应,"之前确实也 有出现过这种问题,我们这边也是帮助反馈处理掉了"。 "太恶心了!"潘女士表示,"家里所有山姆买的吃的东西,我都没有打开,我就不吃了,我不敢动了。" 视觉 | 顾芗 狂奔的山姆超市又出事了。 6月10日晚, #山姆客服称坚果有蠕虫不是个例 # 话题冲上热搜,截至目前阅读量超2000万。 记者询问潘女士,在沟通协商过程中,山姆方面是否认可坚果里出现活虫? 潘女士表示,认可,但是山姆方面需要去检测虫是从哪里来。 潘女士表示,根据相关法律规定自己可以要求退一赔十,所以自己的诉求也是退一赔十。自己花了680 元购买卓越会员是认可山姆的商品品质,但是现 ...
京东拼拼、京东华冠超市助力广东荔枝“鲜”达千家万户
Zhong Jin Zai Xian· 2025-06-11 09:08
近日,京东积极践行助农使命,启动行业规模最大的助销广东荔枝专项行动,旗下京东拼拼与京东华冠 超市作为深入下沉市场的"先锋力量"纷纷发力,将这批由京东深入广东原产地直采、冷链物流运输而来 的岭南荔枝"又好又快又便宜"地新鲜送达各地社区居民手中,以实际行动助力乡村振兴,掀起居民抢购 潮。 "市面上最普通的荔枝要9块多一斤,一些超市、精品水果店要卖到十几块钱一斤,而京东拼拼的荔枝不 仅价格非常实惠,品质也新鲜,希望京东拼拼以后都能常来我们小区卖货。"一位合肥市长丰县御景嘉 苑小区的居民对记者说。 与此同时,京东华冠超市在北京市房山区发起"妃子笑荔枝全域鲜行"专项行动,不仅在线下数十家门店 同步展示荔枝促销专区,搭配"冰鲜氛围"与"低价展示"以及网红探店、直播等多样化活动,还在300多 个本地活跃社群通过生动的视频、图片形式向消费者传递荔枝的鲜美与超高性价比,最快30分钟配送到 家,确保荔枝鲜度与品质。同时,京东华冠超市还深度整合政企资源,快速组建"助农特攻队",发起政 企联动美"荔"助农活动,将荔枝直供房山区政企单位,让公务员、医护工作者等足不出户即可享"清晨 采摘、冷链直达"的枝头鲜荔。 此次京东拼拼与京东华冠超 ...
早报|官方辟谣足协要去指导苏超;喜马拉雅回应腾讯音乐收购;郭明錤评价苹果WWDC;特朗普:洛杉矶骚乱事件是“外国入侵”
虎嗅APP· 2025-06-10 23:59
大家早上好!这里是今天的早报,每天早上,我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【温州大桥车祸19岁摩托车手坠海身亡】 据新京报,6月9日,浙江温州洞头区元觉大桥一汽车与一摩托车相撞,摩托车司机坠海。6月10日,目击者 称,该大桥较窄,只有双向两车道,摩托车司机被撞后飞出桥坠海,小车车主被撞后受伤。记者从元觉街道办 工作人员处获悉,摩托车司机系19岁男性,已不幸身亡。洞头交警大队三中队人员称,正对该事故进行处理。 【专家称韦东奕研究员应不是正高职称】 据大河报,近日,韦东奕因部分牙齿脱落,其健康情况引发网友关切。大河报记者注意到,除关注韦东奕身体 情况外,网友对韦东奕职务职称问题的讨论度也很高。 一位某211院校原教授、博士生导师向大河报记者表 示,韦东奕在北京大学任职的助理教授,并非国家职称体系中的助教,而是北京大学内部设置的岗位。"韦东 奕的'研究员'职称,可能只是一个岗位,而不是正式的职称"。 【足协要去指导苏超系谣言】 据澎湃新闻,近期,网上有人发帖称:"苏超"直接跟中国足协正面杠上了!足协说要派人指导运营,江苏足协 直接搬出"这是文旅项目"当挡箭牌,明摆着不买 ...
实探深耕郑州17年的商超大黑马——华豫佰佳
Sou Hu Cai Jing· 2025-06-10 18:30
Core Viewpoint - Huayu Baijia Supermarket, a well-established supermarket chain in Zhengzhou, has successfully expanded its operations within Henan province, achieving impressive sales figures and adopting a unique business model that emphasizes local consumer preferences and supply chain resilience [3][5][41]. Group 1: Sales Performance - On its opening day, Huayu Baijia's High-tech Zone Wanda store achieved sales of 1.76 million yuan, with a customer flow of 12,000 [3][42]. - Comparatively, the first-day sales of other supermarkets in Zhengzhou, such as Yonghui Supermarket, were lower, with the first store achieving 1.88 million yuan and the second store averaging 1.08 million yuan in daily sales [4]. Group 2: Business Strategy - Huayu Baijia has focused on local market penetration, expanding from Zhengzhou to other cities in Henan, including Kaifeng, Anyang, and Luohe, marking its first year of provincial expansion [5][41]. - The supermarket chain has adopted a "反营销化" (anti-marketing) approach, emphasizing a deep understanding of local consumer habits and supply chain flexibility, distinguishing itself from competitors like Pang Donglai [5][41]. Group 3: Learning from Competitors - Huayu Baijia has actively studied the operational standards and product management of Pang Donglai, sending its team to learn from their practices regularly [6][7]. - The supermarket has incorporated elements from Pang Donglai's model, such as store design and product structure, while also innovating its own service and operational details [8][10]. Group 4: Product Quality and Innovation - The supermarket chain has launched a self-owned brand development plan, producing nearly 90 products, including craft beer and sesame sauce, with an expected annual output value of 200 million yuan [15]. - Huayu Baijia emphasizes product quality, ensuring that potentially harmful foods are not sold in stores, and maintains high standards for fresh produce and meat [17][19]. Group 5: Consumer Experience and Engagement - The supermarket has established a private WeChat group for customer feedback, offering cash rewards for verified complaints, enhancing customer service accountability [10][11]. - Huayu Baijia has introduced a self-service dining area and high-end product sections, such as wine and coffee, to cater to mid-range consumer demands [33][39]. Group 6: Market Position and Future Expansion - As of now, Huayu Baijia operates 23 stores in Henan, with 19 located in Zhengzhou, making it the largest supermarket chain in the region compared to competitors [41][43]. - The company plans to continue its expansion strategy, aiming to replicate its successful model from Zhengzhou across the province while balancing high-end offerings with basic consumer needs [41][43].
永辉大动作,前山姆高管接手了
36氪· 2025-06-10 13:34
以下文章来源于新零售参考 ,作者Sunnyue 新零售参考 . 2002年就加入了山姆中国的采购部,在 山姆一干就是 十三年,从北方区的采购总监一路做到全国生鲜采购总监。 图源:上海三农 中国新零售研究影响力媒体——专注新零售行业分析、消费升级及品牌报道。 永辉请来了在山姆、盒马、大润发都干过的佘咸平。 文 | Sunnyue 来源| 新零售参考(ID:xlsck360) 封面来源 | 永辉超市官方网站 在零售行业竞争日趋白热化的2025年,永辉超市的一则人事任命引发市场关注。 6月3号,这个开了二十多年的连锁超市宣布新设首席采购官职位,还请来了在山姆、盒马、大润发都干过的佘咸平。 也就是在前几天, 大润发M会员店 传出 商品负责人佘咸平已从大润发离职,跳任永辉CMO。 佘咸平曾在山姆会员店供职10余年,担任过全国生鲜采购总监 ,而 CMO是永辉组织变革后新设的岗位,相当于之前永辉的采购总监。 先说说这位新上任的佘咸平 , 作为中国零售业少见的首席采购官岗位首任掌舵者,佘咸平的职业履历 也可以说是一点都不平凡 。 那时候 的 外资会员制超市在中国正是风光的时候,他算是跟着经历了那段黄金期。 后来2016年去了 ...
北京仅剩一家店 大润发“转舵”
Bei Jing Shang Bao· 2025-06-10 12:30
Core Insights - The market share of RT-Mart in Beijing is gradually shrinking, with the recent closure of its Xihongmen store, leaving only one store remaining in the city [1][4] - RT-Mart's parent company, Gao Xin Retail, reported a revenue of 71.552 billion yuan and a net profit of 386 million yuan for the fiscal year 2025, indicating a turnaround from previous losses [1][8] - The company is undergoing significant operational restructuring, including the closure of several stores and a reduction in operational zones from five to four [6][7] Store Closures - The Xihongmen store has officially ceased operations, with its space being replaced by a 7FRESH supermarket, and the remaining RT-Mart store in Beijing is located in Fengtai District [4] - Consumers expressed mixed reactions to the closure, with some noting the outdated environment and average product value [4] - RT-Mart has proactively closed several stores across various regions, including Wuhan and Jiangsu, to adapt to market challenges [4][5] Financial Performance - Gao Xin Retail has closed eight large stores and one medium-sized supermarket, with one large store being converted into a membership store [5] - The company has faced significant losses over the past three fiscal years, totaling 3.45 billion yuan, prompting a need for cost-cutting measures [6][8] - The reported profit turnaround was largely achieved through a reduction in sales and marketing expenses by 2.95 billion yuan, alongside a decrease in personnel costs [8] Management Changes - Following a significant share sale to Dehong Capital, Gao Xin Retail has undergone management changes, including the resignation of its founder from the board [6][7] - The new management is focused on restructuring operational zones and improving efficiency to better adapt to market demands [7] Strategic Shift - RT-Mart is shifting its focus towards the more popular medium-sized supermarket format, RT-Mart Super, which has shown promising sales growth of 5.9% [8][9] - The medium-sized supermarkets are designed to be more flexible and better suited to current consumer preferences, with a smaller footprint and a curated selection of products [9] - The transition to this new format may involve challenges in supply chain management and operational adjustments [9]