这些搞电商的整活是真的没有天花板吗？巨头们不玩电商玩"邪修"，超市价格直接穿越回20年前，9块9 的鸡蛋、1块5的啤酒，连榴莲都便宜得离谱。这场超市价格战才刚刚开始，没有真正的旁观者。 ...

胖东来并非完美，水果、熟食、文具等商品，胖东来价格比普通超市要高。针对贵的质疑，胖东来创始 人于东来有过正面回应，贵是因为质量好，在经营商品时会严格把关，做好性价比。不会"卷"价格，不 打价格战，商品的毛利率不能太低，太低了，不尊重商品。在这个陈述中，我们可以感受到企业的真 诚。第一，承认价格贵，认可网友的意见。第二，表态会以高品质的产品服务消费者，让消费者感受物 有所值。第三，不会"卷"价格，靠压低供应商报价来增加利润。 当直播带货头部主播们因假货风波接连翻车、实体店店主叹息揽客难时，胖东来的门店却因顾客过多不 得不限流。国内零售行业纷纷前来取经。胖东来爆改的多家超市，业绩呈现井喷态势。从过去学习沃尔 玛、家乐福，到现在学习胖东来，一家并非全国连锁、规模也绝非头部的商超企业，何以有如此魅力？ 胖东来现象成为观察消费领域很好的样本。 胖东来的价值，在于其商业哲学，在流量易逝的时代，唯有真诚与品质，才能赢得消费者和市场持久的 信任。 一段时间以来，一家扎根河南的商超企业胖东来，成为消费领域热议的话题。2025年8月18日，同在热 搜榜单的两则新闻有着微妙的联系：一则是胖东来新店招聘，电话被打爆；一则是快手头部主 ...

辛巴已有四次退网言论，直播生涯伴随着多次争议和平台处罚。燕窝成分被检测为糖水、自营卫生巾品 牌陷致癌风波……信任崩盘，头部主播为平息事态不惜再次"退网"。 当直播带货头部主播们因假货风波接连翻车、实体店店主叹息揽客难时，胖东来的门店却因顾客过多不 得不限流。国内零售行业纷纷前来取经。胖东来爆改的多家超市，业绩呈现井喷。从过去学习沃尔玛、 家乐福，到现在学习胖东来，一家并非全国连锁、规模也绝非头部的商超企业，何以有如此魅力？胖东 来现象成为观察消费领域很好的样本。 胖东来的价值，在于其商业哲学，在流量易逝的时代，唯有真诚与品质，才能赢得消费者和市场持久的 信任。 胖东来并非完美，水果、熟食、文具等商品，胖东来价格比普通超市要高。针对贵的质疑，胖东来创始 人于东来有过正面回应，贵是因为质量好，在经营商品时会严格把关，做好性价比。不会"卷"价格，不 打价格战，商品的毛利率不能太低，太低了，不尊重商品。在这个陈述中，我们可以感受到企业的真 诚。第一，承认价格贵，认可网友的意见。第二，表态会以高品质的产品服务消费者，让消费者感受物 有所值。第三，不会"卷"价格，靠压低供应商报价来增加利润。 "胖东来的价值，在于其商业哲 ...

Group 1 - The core concept of the "restaurant-supermarket" model is a complete disruption of traditional retail logic, transforming supermarkets into integrated consumption scenarios that combine shopping, dining, socializing, and experiential elements [4][5] - This model successfully merges the efficiency of online instant retail with the immersive experience of offline spaces, creating a strong traffic loop and enabling rapid delivery services [4][5] - The "restaurant-supermarket" model has changed consumer shopping habits, making supermarkets a place for social interaction and healing rather than just a transactional space [2][4] Group 2 - The target demographic for the "restaurant-supermarket" model primarily consists of young professionals aged 25-35, who represent 53% of users at Hema, indicating a strong demand from this group [8][9] - Consumers are increasingly seeking a combination of efficiency, quality, convenience, and experience, with 26% of consumers prioritizing convenience alongside price [5][8] - The rise of the "restaurant-supermarket" model is a direct response to changing consumer demands and societal trends, such as urbanization and the increasing participation of women in the workforce [9][12] Group 3 - Successful examples of the "restaurant-supermarket" model include the transformation of Yonghui Supermarket's traditional stores into warehouse membership stores, resulting in a 136% increase in daily foot traffic and a 139% increase in sales [11] - Hema has achieved overall profitability in 2024, demonstrating that the "restaurant-supermarket" model can be commercially viable and providing a reference for future entrants [11][12] - The future of the "restaurant-supermarket" sector will likely see intense competition, with only a few dominant players surviving, necessitating a strong brand identity centered around freshness, quality, and convenience [11][12]

Core Insights - JD's strategy of using food delivery to drive traffic is proving effective, with Q2 financial results showing a 20% increase in overall revenue and retail business income despite the impact of food delivery investments [2] - The opening of JD's Qixian Food Mall has quickly become a popular destination in Harbin, with foot traffic increasing over three times and a near 100% shopping rate [2][16] - JD is innovating in the local lifestyle sector, with plans to expand the Qixian Food Mall to over 10 cities, emphasizing a long-term commitment to quality dining and food delivery [4][13] Business Model and Operations - The Qixian Food Mall employs a "dine-in + delivery" model, allowing customers to enjoy meals on-site or order online, focusing on quality, safety, and affordability [6][11] - The implementation of 100% kitchen live streaming addresses trust issues in the food delivery industry, enhancing customer confidence and reducing complaints [3][18] - JD's supply chain strategy is evident in its partnerships with vendors, allowing them to operate with minimal overhead by utilizing JD's logistics for timely ingredient delivery [4][8] Expansion Plans - JD plans to accelerate the rollout of Qixian Food Malls across multiple cities, with a focus on high-consumption areas and strategic partnerships to mitigate risks [5][14] - The introduction of Qixian Kitchen, with lower price points, aims to capture community markets and complement the offerings of Qixian Food Mall [4][15] Consumer Engagement and Experience - The combination of Qixian Food Mall and Qixian Kitchen is designed to enhance customer experience by providing diverse dining options and seamless integration between dine-in and delivery services [11][12] - The "cross-store selection" feature has significantly boosted delivery order volumes, with over half of delivery customers utilizing this function [22] Market Differentiation - Qixian Food Mall distinguishes itself by offering a mix of traditional and trendy dining options, catering to a wide range of consumer preferences and enhancing overall foot traffic [18][20] - The focus on transparency and quality control through live kitchen feeds sets Qixian Food Mall apart from competitors, addressing prevalent issues in the food delivery sector [3][18]

北京商报讯（记者何倩）8月19日，针对京东拼拼在房山开展业务一事，京东拼拼相关负责人向北京商 报记者表示，京东拼拼只是短暂协同华冠超市，配合其在房山业务开展，暂无大兴、密云等地的开店计 划。 上述负责人进一步解释称，京东拼拼在北京房山区域与华冠超市配合，所采取的价格策略是与华冠超市 保持一致的，靠自身供应链优势提供实惠优质商品。双方聚焦用户体验，旨在通过模式结合的尝试，给 到用户"又好又便宜"的体验。 针对门店招商要求，上述负责人称，京东拼拼本身有一套科学严谨、贴合自身战略的选店标准。 （文章来源：北京商报） ...

Core Viewpoint - The long-standing equity dispute between Suning and Carrefour has been resolved, with Suning agreeing to pay 220 million yuan to settle all outstanding issues related to the acquisition of Carrefour's shares and associated debts [1][4]. Group 1: Settlement Details - Suning will pay a one-time cash settlement of 220 million yuan to Carrefour, which will waive all remaining equity payments, intellectual property fees, arbitration costs, and interest [1][4]. - Following the settlement, both parties will withdraw all lawsuits and terminate ongoing arbitration processes, and Carrefour must cease using its brand and related intellectual property in China within a month [4]. Group 2: Historical Context - The dispute originated from a 2019 agreement where Suning acquired 80% of Carrefour China for 4.8 billion yuan, with an option to purchase the remaining 20% two years later [6][8]. - Carrefour's operational decline in China, coupled with Suning's liquidity issues, led to the failure to complete the remaining equity transaction, resulting in escalating tensions and legal actions [8][9]. Group 3: Carrefour's Market Position - Carrefour was once a dominant player in the Chinese retail market, opening its first store in 1995 and rapidly expanding across major cities [9][11]. - However, Carrefour's market share declined significantly due to increased competition from local retailers and the rise of e-commerce, leading to its eventual sale to Suning in 2019 [11][12]. - The brand's presence in China has now officially ended, with remaining stores rebranding and Carrefour's operations in the country ceasing [5][12].

Core Insights - The opening of the first "Pang Dong Lai" guided reform store in Xinjiang by Huijia Times achieved significant sales, with over 2.44 million yuan on the first day, a 286% increase year-on-year [2] - The store's sales reached 4.69 million yuan within the first 48 hours, marking a 275% year-on-year growth [2] - The store features an optimized product structure, focusing on first-line and selected specialty brands, with over 90% of the product structure aligned with Pang Dong Lai's standards [2] Sales Performance - The Urumqi Huijia Times supermarket's opening led to a 126% year-on-year increase in overall foot traffic and a 23.4% increase in sales for the Beijing Road shopping center [3] - The introduction of popular products from the DL brand, such as DL juice and DL cooking oil, contributed to the store's successful launch [2] Employee Welfare - The reform includes enhancements in employee welfare, such as increased salaries, reduced working hours, and additional holiday benefits [3] - The company aims to improve employee satisfaction and service quality through these initiatives [3] Future Outlook - The actual controller of Huijia Times, Pan Jinhai, indicated that the reform is just beginning, with significant room for further optimization [3] - The company's efforts align with national policies aimed at building a better Xinjiang, which is expected to drive new growth and profitability [3]

河南许昌胖东来，一家企业带火一座城，被网友称为"没有淡季的'6A级景区'"。围绕一些热点话题，记 者近日与胖东来商贸集团董事长于东来进行了面对面交流。于东来分享了他对高质量发展的理解和对服 务品质的追求。 ——编 者 "对'人'的重视，是我们成功的关键" 问：面对一些网络上的质疑，您怎么看？恶意谣言给企业发展带来哪些困扰？ 答：这几年关注的人多了，表扬的多、骂的也多，这都正常。网络流量是一把"双刃剑"。它能让更多人 关注胖东来，了解我们的经营理念、服务和产品。但如果过于追求流量，忽视了企业经营的本质，那就 是本末倒置。胖东来能有今天的关注度，不是因为刻意追求流量，而是一直坚守自己，用心服务顾客， 做好产品质量。 有的质疑是有道理的，我们立即整改。有的质疑带着恶意的诋毁，企业发展可能因片面攻击被全盘抹 杀。对此，我们不能置之不理，得采取措施维护自己的合法权益。我希望相关法规能够再完善、再细化 一些，让造谣行为被及时遏制。 "我们不想为了规模，牺牲品质和顾客体验" 答：我年轻的时候，也干了很多工作，赔了很多钱。一直到1995年，才开始摸清做生意的门道。以前， 我做生意亏了钱，就只想着把欠别人的钱给还上。后面有能力 ...

对此，记者再次联系胖东来生活广场店（二胖），客服人员表示，目前保安、保洁的学历的确要求本科 及以上，因为胖东来这边也是希望，无论是什么岗位，都要往更专业、更系统的方向去培养，所以对学 历有要求可能会对工作节奏更适应一些。 8月17日晚，新乡胖东来正式发布招聘公告，计划为"三胖"新店开业招聘900名员工。《新乡胖东来招聘 公告》对新店招聘的基础标准、具体岗位、岗位的要求、报名安排及面试安排等事项做了规定。其中， 在保安、保洁岗位一栏，要求应聘人员具有本科及以上学历，年龄25周岁以下（含25周岁）。 此次招聘，为在新疆、西藏高原艰苦地区服役的退伍边防军人设立专属通道，计划录用200人，同时为 刑释人员开设专属通道，计划录用20人。此外，本次招聘仅限河南地区人员投递。 据极目新闻报道，18日上午，记者多次尝试拨打胖东来新店招聘电话，由于咨询人数过多，电话均显示 占线。随后，记者联系新乡"大胖"也显示正在通话中。 （文章来源：21世纪经济报道） ...