Core Insights - The chairman of Miniso, Ye Guofu, has taken on a leadership role in Yonghui Supermarket's reform, announcing a supply chain transformation plan aimed at eliminating intermediaries and establishing direct procurement relationships with suppliers to ensure product quality [1] - Yonghui aims to incubate 100 products with sales exceeding 100 million yuan within three years and plans to launch 60 new private label products by 2025, targeting a 40% contribution from private labels to overall sales [1][5] - Currently, the contribution of Yonghui's private label sales ranges from 5% to 15% depending on the region and store, with a long-term goal to match the private label revenue contributions of international retail giants like Walmart and Costco [1][5] Supply Chain Strategy - Yonghui's private label development began in 2002, with a focus on understanding consumer demand and adapting to market changes [2] - The company has previously set ambitious targets for private label sales, including a goal of 15% to 20% by 2020, but faced challenges in execution [2][3] - Yonghui's acquisition of Dameng, a major retail service provider, was seen as a strategic move to enhance its private label offerings and strengthen its supply chain [2] Operational Changes - In 2023, Yonghui's private label sales reached 3.54 billion yuan, accounting for 5% of total revenue, with an 8.26% year-on-year growth [5] - The company is undergoing a transformation by reducing the number of private label SKUs and restructuring its team to improve efficiency and focus on core products [6][13] - Yonghui is learning from competitors like Pang Donglai, which has successfully developed a high percentage of private label products, and aims to adopt a more customer-centric approach [6][12] Future Directions - Yonghui's supply chain upgrade is intended to enhance bargaining power and cost efficiency while paving the way for private label development [8] - The company emphasizes a shift from being a mere distributor of brands to focusing on product quality and customer needs [8][10] - Yonghui plans to establish deeper collaborations with core suppliers to create differentiated private label products that add value for consumers [12][14]

诚实，才是永远的顶流！ 以下文章来源于品牌头版 ，作者林川 品牌头版 . 200万品牌经理人内参！聚焦头部与标杆，报道品牌背后的营销密码与增长逻辑。+V：qidu286（备注：专访） 文 ｜ 林川 来源｜ 品牌头版（ID： ceozhiku） 封面来源 ｜ IC photo 五月的商圈，热闹得有点离谱，也差点把于东来整emo了。 劳动节当天，浙江嘉兴一家名为"胖都来"的商场开业，门口挂满了明星的祝贺条幅，叶璇亲自到场参加、赵亮、丁勇岱等艺人纷纷出镜送出祝福，那场景热 闹得像一场顶流盛宴。 然而仅仅过去5天，该商场的货架空置、客流锐减，只剩下门口撤下的明星海报在风中凌乱，对此网友一针见血的评价道：与关门无异。 胖都来本想借着"胖X来"的名字讨个好彩头，蹭个流量，结果却将自己和一众明星送上了舆论的风口浪尖。 明星站台，一场廉价诚信的崩塌 胖都来高调开业当天，商场门前人声鼎沸锣鼓喧天，送祝福的明星们比商品更要抢眼。 单从阵容上来说，确实有些分量。有演过"三德子"的赵亮、主持人刘仪伟、演员丁勇岱等多位明星；对比只有祝福视频的其他人，女星叶璇的亲临更是把明 星效应拉到了最大。 微博@唐哲同学 不仅商场外墙挂着十几条明星 ...

不盲目追求规模而注重发展质量，是两人的共性。 魏建军在视频中说道："做生意就应该真诚，胖东来最基础的东西就是诚信、真实。去年 5 月 3 号， 我在胖东来那个超市那，我也录了一个视频，而且我自己解说，胖东来也是我们应该学习的榜样。首 先你做生意应该诚信，所以这个社会应该提倡像胖东来一样的企业。我作为企业界的人士，我应该呼 应他，我应该去支持他这种行为。" 于东来曾多次强调透明经营的理念，并在实践中做到极致。今年 3 月，胖东来在官网全面公开销售数 据与管理制度，以飞书多维表格仪表盘和云文档知识库的形式对外展示，还会公示集团招商信息以及 提交途径。此前，于东来本人曾主动在抖音公示集团整体经营数据。 除了极致、大胆地公布经营数据，胖东来长期坚持 "不满意就退货""商品保真" 等经营方式，用近 30 年的时间从一家小小的烟酒店，发展成为拥有多家大型商场、超市的零售集团，在行业卷低价、卷规 模时，以其独特的经营理念和人性化的服务，被整个零售行业倡导学习。 在长城汽车的发展关键阶段，魏建军始终重视发展质量而非盲目扩张，比起 "看上去很酷"，更愿意做 "用起来更好"。而这种战略定力与于东来在企业经营中的选择相似，体现出两 ...

Core Insights - Hema is focusing on a diverse range of health-oriented beverages rather than just creating viral products, launching nearly 20 new health water products in collaboration with traditional Chinese medicine brand Li Liang Ji [1][3] - The market shows a demand for health-oriented "water substitutes," with mixed consumer feedback on taste, leading Hema to develop a lighter health water series that has already surpassed popular products in sales [3][4] - The collaboration aims to modernize traditional recipes to better suit contemporary consumer preferences, emphasizing the importance of taste alongside health benefits [4][6] Product Development - Hema has introduced various health water products, including sugar-free teas and health waters, to cater to consumers who may not prefer plain water [1][3] - The new products, such as the Five Juice Drink and Summer Vitality Water, are designed to reduce medicinal flavors while enhancing palatability [4][6] - The company is planning seasonal health water products targeting different demographics, with summer offerings focusing on cooling and autumn/winter products aimed at nourishment [6] Consumer Trends - There is a growing consumer awareness and confidence in traditional Chinese medicine, leading to increased interest in health products that incorporate these principles [6] - Consumers are shifting from basic food and medicine supplementation to a more scientific understanding of traditional Chinese health practices, seeking products with cultural significance and professional backing [6] - Social media plays a crucial role in disseminating knowledge about traditional Chinese medicine, influencing consumer perceptions and experiences with health products [6]

Core Insights - The article discusses the initiatives taken by various companies and government policies in Guangzhou to facilitate the transition of foreign trade products to domestic sales, aiming to integrate foreign and domestic markets effectively [1][2][5][6]. Group 1: Government and Policy Initiatives - Guangzhou has organized "foreign trade quality products and domestic buyers matchmaking meetings" and implemented policies to support the integration of foreign and domestic trade [1]. - The city has launched a series of actions called "Yiqi Xing" to provide services for enterprises, promoting foreign trade products to become "national selections" [1]. Group 2: Company Actions and Strategies - Guangbai Co. has initiated the "Foreign Trade Quality Products Chinese Tour" to create a full-chain service platform, introducing a "Ten Quality Products" cultivation plan [2]. - Major retailers like Huaren Wanjia and Xiyaxingan have simplified the entry process for foreign trade products, significantly reducing the time required for product onboarding [6][8]. - Guangbai's online platform "Guangbai Hui" has launched a dedicated section for foreign trade products, featuring around 200 new SKUs, with a focus on products exported to countries along the Belt and Road [5]. Group 3: Market Response and Performance - The introduction of foreign trade products has seen positive market responses, with a specific ceramic product designed for the Middle East achieving a repurchase rate of 28% among young consumers [5]. - The first week sales of Southeast Asian snacks exceeded 1,500 units, indicating strong consumer interest [5]. - A benchmark foreign trade enterprise achieved sales of over 350,000 yuan within the first month after utilizing Guangbai's one-stop service [5]. Group 4: E-commerce and Digital Initiatives - Various e-commerce platforms, including Taobao and Tmall, are actively participating in the "Foreign Trade Quality Products Chinese Tour" series, offering incentives for foreign trade merchants to transition to domestic sales [9]. - Wu Zhaoguo Zhenxuan has implemented a "zero listing fee" policy to support foreign trade enterprises, enabling rapid onboarding and sales [10].

家乐福需要优化其商品结构。在竞争激烈的零售市场中，商品的选择和陈列直接影响到消费者的购买决策。家乐福可以通过 市场调研和数据分析，了解消费者的需求和偏好，从而调整其商品结构。例如，家乐福可以增加健康食品、有机食品和进口 商品的比例，满足消费者对高品质生活的追求。家乐福还可以引入一些本地特色商品，增强其在地化优势，吸引更多的本地 消费者。 第三，家乐福需要提升其服务质量。在零售行业中，服务质量是决定消费者满意度和忠诚度的重要因素。家乐福可以通过培 训员工、优化服务流程和引入先进的技术手段，提升其服务质量。例如，家乐福可以引入自助结账系统，减少消费者排队等 待的时间；家乐福还可以提供更加个性化的服务，如定制化的购物建议和专属的会员优惠，增强消费者的购物体验。 第四，家乐福需要加强其线上业务。随着电商的快速发展，越来越多的消费者选择在网上购物。家乐福可以通过建立自己的 电商平台或与现有的电商平台合作，拓展其线上业务。例如，家乐福可以推出线上购物APP，提供便捷的购物体验和丰富的 商品选择；家乐福还可以通过线上平台进行促销活动，吸引更多的消费者。家乐福还可以利用大数据和人工智能技术，分析 消费者的购物行为，提供更加精 ...

近年来，葡萄酒直采模式在中国市场迅速兴起，这一趋势最早由山姆会员店引领，推出的一系列直采葡萄酒把价格统统打了下来。 作为沃尔玛旗下的高端会员制超市，山姆通过直采模式打造了一系列极具价格竞争力的葡萄酒产品。比如不足200元的纳帕谷葡萄酒、200多元的阿玛罗 尼，以及60多元的普罗塞克与超级波尔多。 而在葡萄酒传统渠道，相同产区或级别的葡萄酒，售价可能比山姆昂贵一倍甚至更高。这也让山姆收获了不少粉丝。 虽然山姆定位为综合性超市，但其葡萄酒业务规模已跻身国内进口商前列。这一成功带来了蝴蝶效应，不止山姆，奥乐齐、盒马鲜生都有自己直采的葡萄 酒，就连酒类垂直领域的电商如歪马送酒，也开始推出直采葡萄酒。 一时间大家都在做直采，让中间商们感到压力山大——从今往后，进口商与经销商的存在感是不是越来越低了？ 直采模式的核心优势在于供应链的极致优化。通过直接对接生产端，零售商不仅能够实现显著的成本优势，更能借助自身品牌背书消除消费者对产品价值 的疑虑。然而，这种模式对运营能力提出了高要求。 首先，规模效应是关键。要实现有竞争力的采购价格，通常需要达到较大的订单量，这对企业的资金实力和库存管理能力都是巨大考验。 其次，选品能力至关 ...

仅剩的盒马X会员店的日子并不好过。5月8日，北京商报记者走访位于大兴王府井奥莱UP TOWN的盒 马X会员店看到，店内多个货架商品空缺，部分区域已被封闭。据一位接近盒马的相关人士透露，该门 店或在不久之后关闭，北京市场将再无盒马X会员店。记者还了解到，位于上海的部分盒马X会员店也 出现了类似的情形。自今年3月盒马宣布关闭上海的3家会员店后，其在全国的会员店仅剩5家，若上述 门店关闭，盒马X会员店的布局将再度缩小。这背后，盒马内部正在对各业态进行梳理，一方面，聚焦 盒马鲜生及盒马NB，不断开出新店；另一方面，通过盒马App的云享会频道，部分会员店的资源、会 员权益正逐步转到线上。而在新一轮调整中，盒马将如何度过阵痛期仍有待观察。 门店艰难维持 北京最后一家盒马X会员店或将关闭。北京商报记者走访看到，盒马X会员店王府井奥莱UP TOWN店的 商品相比此前明显减少，不少货架上商品空缺，店内还将部分已空置的区域封闭起来，视觉上显得 更"满满当当"。 在工作日，这家门店的消费者只有寥寥几人，店内也鲜有试吃区。期间，工作人员忙着整理商品，一位 身着盒马工作服的店员称，将把商品挪到门店的另一个区域，但对于是否将闭店，他表示 ...

外国投资者正转向澳大利亚，选择这个常被忽视的市场作为贸易战的避风港，因为它拥有廉价的货币和 有韧性的经济。 虽然很难量化到底有多少资本流向澳大利亚，因为澳大利亚证券交易所不发布及时的资金流数据，但这 已体现在股票登记数据中。 自美国总统特朗普4月2日宣布"解放日"关税以来，澳大利亚S&P/ASX00指数是发达国家市场基准中表 现最好的指数之一，上涨3.1%，仅次于德国DAX指数。如果考虑同期的美元下跌，以美元计算的涨幅 是该数字的两倍多。 资金流入澳大利亚之际，全球资产配置者正在寻找美国股票的替代品，并显示出一种相对不寻常的对以 国内市场为主导的公司的追捧，而不是离岸买家历来青睐的全球矿业公司。 目前尚不清楚外国投资者具体购买了哪些非金融类股票，但不受关税影响的澳大利亚超市Coles今年迄 今上涨18%，澳大利亚电信公司Telstra上涨14%。 瑞银悉尼分公司负责澳大利亚和新西兰股票的董事总经理Clinton Wong表示："我们看到……全球基金 经理正在增持澳大利亚股票。" 他拒绝量化资金流或详细描述买家，但表示可能的原因是澳大利亚是一个庞大且流动性好的市场，受美 国10%关税的影响相对较低。 他说："我 ...

Group 1 - The Walton family is one of the wealthiest families in the U.S., with Lukas Walton, grandson of Walmart founder Sam Walton, recently appointing Noelle Laing as the sole Chief Investment Officer of his family office, Builders Vision (BV) [1][2] - Lukas Walton has a net worth of $40.2 billion as of May 2025, ranking 36th in the world according to Forbes [1] - Builders Vision, founded by Lukas in 2021, focuses on sustainable philanthropy and impact investing, having donated over $3 billion since its inception [1][8] Group 2 - Noelle Laing, with over 20 years of investment experience, will integrate BV's three main investment strategies: direct investment, asset management, and philanthropy [2][3] - Laing previously served as CIO of Builders Initiative and has collaborated with Lukas for over 12 years [2][3] - BV aims to address significant environmental and sustainability challenges in the oceans, food and agriculture, and energy sectors [8][10] Group 3 - Builders Asset Management, one of BV's teams, has invested billions in public and private markets, focusing on achieving excellent returns while driving systemic change [10][11] - Builders Initiative manages a $1.7 billion donor-advised fund, with 90% of its portfolio aligned with sustainable investments [10][11] - BV has catalyzed over $2.2 billion in investment capital for ocean-related initiatives from 2018 to 2023 [12] Group 4 - Lukas Walton's personal experiences, including a transformative encounter with a trapped whale, have shaped his commitment to ocean conservation and sustainable resource management [13][15] - BV has recently invested in Bluefront Equity, a sustainable seafood fund in Norway [16] - Lukas Walton is also the chairman of the environmental project committee for the Walton Family Foundation [19] Group 5 - The Walton family employs a trust structure to minimize estate taxes, with Lukas inheriting a significant portion of his father's wealth, including a 4% stake in Walmart [22][25] - The estate's valuation was estimated at $6.6 billion, with strategic planning to reduce tax liabilities [26][29] - Lukas's inheritance includes voting rights in Walton Enterprises, which controls 50.2% of Walmart [22][25]