永辉超市公告称，自前次披露至本次公告披露日，公司及下属公司累计新增诉讼、仲裁案件涉及金额约 49,469.82万元，占公司2024年经审计净资产绝对值的11.14%。其中，公司及下属公司作为原告/申请人 的涉案金额为3,811.93万元，作为被告/被申请人的涉案金额为45,657.89万元，截至公告日已结案涉案金 额为5,113.00万元。因案件尚未审理和执行完毕，对公司利润的影响需以法院判决及执行结果为准。 ...

Core Insights - Yonghui Supermarket is expanding its "Learning from Pang Donglai" self-adjustment model in Hebei Province, with the new "Pang Yonghui" store in Zhangjiakou set to open on December 5, marking the sixth city in the province to feature this upgraded retail network [1][22] Store Upgrade and Community Impact - The Zhangjiakou store has been a community fixture for over 13 years, and the upgrade involves a comprehensive transformation focusing on products, environment, service, and staff to meet consumer demand for higher quality community commerce [3][20] - The upgraded store will feature over 100 dedicated parking spaces and a "butler-style service" to assist elderly customers and families with young children, enhancing the overall shopping experience [4][16] Shopping Environment Enhancements - The store layout has been optimized to create a more spacious and user-friendly shopping environment, including the removal of forced pathways and the lowering of shelf heights to facilitate easier navigation [8][11] - New community service areas will offer over 30 free facilities, such as warm water handwashing stations, microwaves, magnifying glasses, and health measurement tools, fostering a sense of community [8][16] Product Offering Improvements - The product matrix has been significantly enhanced, with a focus on high-quality imported goods, ready-to-eat meals, and freshly baked items, allowing local consumers access to products typically found in major urban supermarkets [11][14] - Notable products include the DL craft beer, Free Love liquor, and various fresh produce items, which will be introduced to the Zhangjiakou market for the first time [14][18] Service Upgrades - The store has adopted a service philosophy centered on human care, incorporating various customer-friendly features and services throughout the shopping experience, such as magnifying glasses for elderly customers and free ice bags for transporting frozen goods [16][18] Commitment to Community Supply - As a key supplier in Zhangjiakou, Yonghui Supermarket is committed to ensuring stable supply and pricing for essential goods, while implementing stricter freshness management protocols to enhance customer trust in product quality [18][20]

北京商报讯(记者赵述评)近日，永辉超市（601933）迎来今年度霜打菜的集中上市，汇聚了来自河北、 陕西、浙江、四川、重庆等核心产区。 永辉超市霜打菜系共涵盖30余支SKU，以本地叶菜、高山叶菜、包菜、结球类、甘蓝类及萝卜类为主。 其中，西兰花、白萝卜、红菜苔、娃娃菜、菠菜、甘蓝为本季主推单品。 霜打菜自11月上架以来，永辉在全国销售量超4000吨。为提升购物体验，永辉超市在卖场设置了霜打菜 专属陈列区，并同步在永辉线上超市App端开设专区，方便消费者一键下单。 ...

Core Insights - JD's discount supermarket opened its first store in Anhui, attracting significant consumer interest and setting a new sales record for single-day supermarket openings in the region [1][16] - The store's core philosophy is "Everyday Low Prices, Just Pay for Value," leveraging JD's strong supply chain capabilities to offer competitive pricing [1][10] Customer Engagement - Long queues formed before the store opened, indicating high consumer anticipation, and the store experienced peak customer traffic immediately after opening [3] - The vibrant atmosphere and high foot traffic demonstrated JD's strong brand appeal and market attraction [3] Sales Performance - Key products sold out quickly, including over 38,000 fresh eggs, showcasing consumer demand for high-quality goods [5] - The meat section was particularly popular, with nearly 1,000 pounds of various pork cuts sold, reflecting JD's competitive pricing and supply chain efficiency [8] Supply Chain and Pricing Strategy - The store utilizes a self-built warehouse of 14,000 square meters to ensure efficient replenishment and fresh product availability within a 25-kilometer radius [10] - By adopting a "direct sourcing + factory supply" model, JD reduces intermediary costs, translating to tangible price advantages for consumers [10] Product Range and Local Integration - JD's private label products performed exceptionally well, with top-selling items including affordable noodles and snacks, reinforcing the brand's commitment to quality at low prices [12] - The store also incorporated local specialties, enhancing emotional connection with local consumers and improving customer satisfaction [14] Future Expansion Plans - Following the successful launch in Anhui, JD plans to expand its discount supermarket model to more cities, aiming to drive regional consumption upgrades and healthy retail ecosystem development [16]

Core Viewpoint - The competition among Alibaba, Meituan, and JD.com in the discount supermarket sector is intensifying, with Hema's "Super Box" launching a franchise model to accelerate expansion, indicating a shift from online food delivery battles to offline discount wars [1][4][10]. Group 1: Market Dynamics - Hema's "Super Box" has opened franchise opportunities, with initial fees around 2.65 million yuan, including various costs for branding, deposits, renovations, and equipment [1]. - The discount supermarket model focuses on "extreme cost compression and constant low prices," with a significant emphasis on price sensitivity among consumers [3][6]. - The competition is not just about pricing but also involves product quality and freshness, with a notable focus on private label products to differentiate offerings [5][6]. Group 2: Expansion Strategies - Hema's "Super Box" has rapidly expanded to over 350 stores in the Yangtze River Delta region, while Meituan's "Happy Monkey" and JD's discount supermarkets are also entering the market with their own expansion plans [3][4]. - Meituan is adopting a gradual expansion strategy without opening franchise opportunities, while Hema's franchise model aims for quick scale [4][10]. - The competition is characterized by a race for speed and scale, with all three companies leveraging their existing ecosystems to capture market share [8][9]. Group 3: Pricing and Product Strategy - Hema's "Super Box" emphasizes private label products, with nearly 60% of its offerings being self-branded, which helps in maintaining lower prices [6][7]. - The pricing strategy involves a cost-backward approach, where the actual costs of production and logistics are analyzed to set competitive prices [7]. - The average gross margin for discount supermarkets is around 15%, highlighting the importance of a simplified supply chain and lower margins for operational success [7]. Group 4: Challenges and Risks - The rapid expansion through franchising presents challenges in supply chain management and maintaining product quality and service standards across different locations [10]. - Hema must implement strict franchisee selection and training processes to ensure consistent operational standards and mitigate brand reputation risks [10].

2025年4月，一家永辉超市在闭店清仓期间，发生了一件令人匪夷所思的事情。超市工作人员像往常一样对店内物品进行盘点，当他们来到购物车区域盘点 时，发现竟有500多辆购物车不翼而飞。调查监控发现，是附近居民购物时将购物车推出超市，而未及时归还。 截至2025年9月，该频道视频累计观看量超过9000万次。｜YouTube 心理学家兼行为科学家汉娜·B·沃尔德福格尔对此类话题很感兴趣，在看完戴维斯的564个视频后，采用归纳法统计分析了一下人们被要求归还购物车时的第 一反应以及不归还购物车的理由。 你可能会想，这些购物车除了运货外没有其他功能，车子本身又大又笨重，不太可能被人拿回家，为什么还会丢失呢？大多数情况下，它们并非被偷走，而 是被使用者遗弃在停车场各处，远一点的甚至被遗弃在小区楼道旁。 这些散落的购物车不仅占用车位，还会阻碍交通。｜Unsplash 当超市的管理措施不足以让每辆购物车"回家"时，民间自发的监督力量便出现了。其中最引人注目的便是"购物车警察"（Cart Narcs）"，这个起源于网络、 带有半娱乐性质的"义警"戴维斯在视频中自称"Sebastian探员"。他专门在停车场巡逻，用摄像机记录并当面劝 ...

克罗格（Kroger，KR）周四尾盘下跌4.8%，此前该公司公布了喜忧参半的第三季度业绩：每股收益超 预期幅度收窄，但调整指引。 来源：环球市场播报 ...

如果说十年前逛商场是一种休闲，那么如今逛商场更像是在见证一场工业文明的更替。 走进任何一座城市的商业中心，你会发现一个越来越明显的现象： 曾经占据整层楼、灯火通明、购物车堆满入口的传统大超市正在不断消失，沃尔玛、永辉、世纪华联等熟悉的名字一个接一个撤离。 而与此同时，盒马、奥乐齐、京东七鲜、山姆会员店甚至本土新零售品牌却在快速扩张？ 势头之猛几乎是在用"接盘旧址"的方式宣告时代的主角已经换人了。 最讽刺的是，人们从来没有不需要买菜买肉买零食，但却越来越不愿意走进传统超市消费。 同样的城市、同样的食物需求、同样的家庭结构，却产生了完全不同的流量走向。 这不是一场短期行情，而是一场关于商业逻辑和消费意识全面更新的社会现象。 传统超市的衰退并不是因为"卖东西"，而是因为"卖法不对"。 多数人误以为传统超市衰落是因为消费降级，顾客没钱了，不逛了。 但真正的问题根本不是经济，而是体验。 消费者从未停止购买日用品，只是不愿再接受传统超市的购物模式。 今天的人去超市不是"需要买东西"，而是"希望买得省心、买得划算、买得有意义"。 而传统超市的核心逻辑却仍停留在"货上够多、渠道够全、品牌够大"这一套。 大面积货架、冗余陈列、 ...

12月4日，中百集团公告，公司深化改革关闭亏损门店，2025年上半年已关闭仓储大卖场13家，截至目前，公司共关闭仓储大卖场30家，年内暂无关闭 大卖场计划。 关闭门店将产生一次性损失，主要包括合同解约损失、员工安置补偿支出、装修等长期待摊费用摊余价值的一次性摊销损失、不可转移的固定资产净值损 失、经营租户解约损失等。公司门店关闭预计产生关店损失约1.8亿元。 中百集团表示， 因关店解约在具体实施过程中，存在由此带来的业主和租户赔偿、员工补偿、资产损失以及诉讼等风险，对公司业绩的影响存在一些不 确定性，可能导致关店损失的变化，最终损失金额以会计师事务所审计的数据为准。公司将持续跟进后续进展情况。 截至今日收盘，中百集团跌2.98%，报7.16元。 | < ロ | 中百集团(000759) | | | | | --- | --- | --- | --- | --- | | -0.22 | 當日 | -2.98% 换 5.50% 市值 47.4亿 市净" 3.91 | | | | 叠加 | 均价: 7.25 盘口 资金 | | | | | 7.60 | | | | | | | 7.16 3339 | | | | | ...

Core Viewpoint - The company is undergoing a reform by closing unprofitable stores to optimize its layout and enhance overall operational quality, which is part of its strategic transformation and sustainable development [1] Group 1: Store Closures - The company has closed 13 warehouse hypermarkets in the first half of 2025, bringing the total number of closed stores to 30 [1] - There are currently no plans to close additional hypermarkets within the year [1] Group 2: Financial Impact - The closure of stores is expected to incur a one-time loss of approximately 180 million yuan, which includes costs related to contract termination, employee compensation, and the write-off of long-term expenses [1] - The company has followed necessary internal decision-making procedures and has properly arranged for employee placements during the store closures [1]