中国消费者报报道（记者张文章）"山姆线上直播间进入直播间不用会员卡""山姆会员超市直采""山姆超市全国配送"……近期，网上出现了不少标称"山 姆"或"山㟂"的购物直播间，其直播展示的商场场地及装修风格、标志、商品都酷似山姆会员商店，直播间宣称不用办卡就可享受商品全国配送。《中国消 费者报》记者近日深入调查发现，网上这些宣称"山姆"的直播间，有的仅是代购山姆会员商店的商品，有的销售的是非山姆会员商店商品，且部分商品在宣 传、价格、质量方面均存在问题。 山寨直播间兜售低价商品 1月3日，记者在网络平台刷到了一则插播视频，视频页面展示了一处大型商场场景，整体布局与陈设风格酷似山姆会员商店。视频页面标称"山㟂线上超市 开通了，无需会员，就播一小时，进口零食10元一箱，每人限一单快来薅"。记者注意到，视频中"山㟂"二字中间嵌入了一个山形小图案。该视频账号名 为"会て员いかまめん的橱窗"，LOGO是红底圆圈，圈内文字标称"购买点击这里"。记者在该账号的另一则引流视频中看到，视频背景也是酷似山姆会员商 店的大型超市，视频页面标称"山姆因特殊原因退出万达，进口零食统统2元起，赶紧进来抢"，账号下方备注"明天清场，进口零食全部 ...

人民财讯1月16日电，合百集团（000417）1月16日在接待机构调研时表示，2025年公司超市业态完成了 合肥区域10家门店调改。其中，肥西百大店销售提升35.98%，客流上升26.89%，客单增长7.16%；四牌 楼店销售提升52.54%，客单增长65.22%；丹霞翠微店、天鹅湖店客流分别增长30.31%和5.94%；高新店 自2025年9月30日调改开业以来，实现销售7860万元，同比提升42%，客流及客单分别提升16.42%、 21.92%。 ...

Core Viewpoint - JD Seven Fresh Supermarket is launching a "Mid-Month Reward Day" event from January 16 to 18, offering significant discounts and promotions to consumers as a New Year initiative [1] Group 1: Promotions and Discounts - During the event, consumers can enjoy a "Spend 99 Get 20 Off" discount on a wide range of products, with some popular items seeing price reductions [1][3] - Customers can access the discount coupons through the Seven Fresh APP, WeChat Mini Program, or JD APP, with each person eligible to receive three coupons during the event [3] - The promotion is applicable both online and offline, making it easy for consumers to benefit from the discounts without complex calculations [3][12] Group 2: Product Offerings - The supermarket is introducing seasonal fresh vegetables, including spring bamboo shoots and red fragrant vegetables, with prices starting at 9.99 yuan per portion [3] - Popular hot pot ingredients, such as domestic sliced beef and spicy lamb spine, are highlighted as part of the "Spend 99 Get 20 Off" promotion, with specific prices provided [5] - New private label products, including a special variety of rice and organic cooking oil gift boxes, are also included in the discount offerings [6] Group 3: Special Offers and Gift Boxes - The supermarket is offering various discounted products across categories, including fresh meat, seasonal fruits, and more, with specific prices for items like pork ribs and blueberries [8] - Special offline exclusive prices are available for a range of products, including fresh seafood and festive gift boxes, catering to different gifting and personal use needs [10] - The event aims to create a festive atmosphere as the New Year approaches, with a focus on providing value to consumers [10][12]

Core Viewpoint - JD Discount Supermarket is launching its 2026 New Year Festival with a focus on providing high-quality products at low prices, aiming to create a one-stop shopping experience for consumers during the festive season [1][10]. Group 1: Promotions and Discounts - The New Year Festival will feature a variety of promotional activities, including a "Golden Draw" event where consumers spending over 168 yuan can win exclusive prizes, ensuring a 100% winning rate [7]. - Special discounts are available for corporate purchases, with a rebate of up to 1% for bulk orders, enhancing the appeal for group gifting [7]. - The Hefei store is offering an exclusive promotion for customers using JD co-branded credit cards, providing a discount of 100 yuan on purchases over 110 yuan [7]. Group 2: Product Offerings - The festival will showcase a wide range of products, including high-value gift boxes such as the "Lucky Snack Box" priced at 49.9 yuan and the "Wealth Box" at 36.9 yuan, catering to various gifting scenarios [5]. - Fresh produce will be highlighted, with prices such as 3.99 yuan per jin for Yaba Gan fruit and 5.99 yuan per jin for pork, ensuring affordability for essential items [3]. - The beverage section will feature well-known brands like Moutai and Wuliangye at competitive prices, meeting diverse consumer needs [5]. Group 3: Supply Chain and Logistics - JD Discount Supermarket is leveraging its supply chain advantages to ensure efficient distribution of agricultural products, enhancing the flow of goods during the festive season [10]. - All nine stores will extend their operating hours to 9 AM to 9 PM to accommodate increased demand, supported by JD's self-built warehouses and efficient replenishment systems [9]. - Online delivery services will remain operational during the festival, with rapid delivery options available, ensuring that consumers receive fresh products quickly [9].

在圆桌对话环节，永辉超市北京大区副总经理、调改总负责人杨子亮表示，永辉超市于2024至2025年间系统性推进"向东来学习"调改，这一动作本身成为一 项"爆品级"体验。调改并非局限于单品，而是围绕商品结构、卖场环境与人文服务展开全方位重塑，实现了从商品到服务、再到顾客认知的整体升级。 杨子亮介绍，调改后，永辉超市门店商品SKU更换率达80%，并保持月均7%的动态调整；同时新增30余项便民服务，覆盖休息区、加工服务等场景。这些 举措精准回应了年轻家庭客群对质价比与情绪价值的双重需求，使门店从传统采购点转型为品质生活社区。 北京商报讯（记者 王维祎）1月16日上午，由北京市商务局指导，北京市商业联合会和北京商报社联合主办的2025年度（第十九届）北京商业论坛在北京国 际饭店成功举办。本届论坛以"潮尚聚变·新需求与新供给"为主题，汇聚政、产、学、研、媒各界代表，围绕时尚消费与潮流趋势展开深度对话，为消费扩 容、商业提质与品牌破局贡献智慧。 截至今年1月，北京区域门店已完成调改。杨子亮透露，2026年，永辉将围绕"新品质"持续深耕，发力自有品牌开发，一方面对标全球顶尖供应链与零售标 杆，提升选品能力；另一方面扎实提升区 ...

管理层透露，受平均销售价格(ASP)下降及每笔订单商品数量减少的影响，集团门店渠道客单价面临巨 大压力，跌幅达两位数。11月客流量总体与去年同期持平，其中门店渠道下降2%-3%，线上渠道增长 3%-5%，抵销部分跌幅。 高鑫零售(06808)跌超3%，截至发稿，跌3.13%，报1.55港元，成交额1402.05万港元。 消息面上，瑞银近日研报指出，维持高鑫零售目标价2.15港元及"买入"评级，高鑫零售管理层表示，尽 管短期内盈利能力仍面临压力，但凭借审慎的资本支出，自由现金流将保持健康，因此对可持续的股息 派发充满信心。展望2027财年，管理层拟派发与2026财年扣除特别股息后水平相当的股息，即全年派息 15亿元人民币，股息率达10%。 ...

Core Viewpoint - A recent incident involving Sam's Club's app has raised concerns among customers regarding the automatic change of delivery options from "Express Delivery" to "Citywide Delivery," resulting in additional fees and delayed delivery times [1][5][6] Delivery Options - Sam's Club app offers four delivery methods: "Express Delivery," "Citywide Delivery," "Global Purchase," and "Sam's Direct Delivery" [3][10] - "Express Delivery" promises delivery within one hour, with free shipping for orders over 99 yuan and additional charges for heavier items [3][10] - "Citywide Delivery" is scheduled for next-day delivery, with free shipping for orders over 299 yuan, and additional fees apply for orders below this threshold [3][10] Customer Feedback - Numerous complaints have surfaced on social media regarding the automatic switch from "Express Delivery" to "Citywide Delivery," with many users expressing dissatisfaction [1][6] - A customer service representative acknowledged that the app's notifications may not be clear enough, leading to confusion among users [5] Company Performance - Walmart, the parent company of Sam's Club, reported a 5.8% year-over-year increase in total revenue for Q3 of fiscal year 2026, reaching 179.5 billion USD [4][11] - The company's adjusted operating profit grew by 8.0% to 7.2 billion USD, with the Chinese market showing a remarkable 21.8% increase in net sales [4][11] - E-commerce sales in China surged by 32%, highlighting its significance as a key growth driver for the company [4][11]

Core Insights - Sam's Club has successfully positioned itself as a leading player in the retail industry, achieving annual sales of 140 billion and surpassing 10 million members, contrasting sharply with the decline of traditional hypermarkets [3][12] - The success of Sam's Club can be attributed to its strategic focus on membership fees, lifestyle branding, and the integration of online and offline channels [14][18][20] Group 1: Membership Strategy - The membership fee of 260 yuan serves as an effective filter to attract quality customers who prioritize product quality over price, allowing Sam's Club to generate substantial revenue even before product sales [14][16] - The increase in membership fees from 150 yuan to 260 yuan in 2012 was a pivotal decision that helped to refine the customer base [14] Group 2: Lifestyle Branding - Sam's Club is not just a supermarket; it represents a lifestyle choice for middle-class consumers, offering a curated selection of around 4,000 products, which simplifies the shopping experience [16][18] - The popularity of certain products, such as the 39.8 yuan roasted chicken and 59.8 yuan Swiss roll, has contributed to brand loyalty and social media visibility, further enhancing its market presence [16][18] Group 3: Online and Offline Integration - The optimization of the Sam's Club app and the introduction of "express delivery" services have transformed the shopping experience, allowing for convenient purchases from home [18][20] - This shift has increased the proportion of e-commerce in Sam's Club's business model, making it a versatile shopping platform [20] Group 4: Long-term Strategy - Sam's Club's success is a testament to long-term commitment, focusing on supply chain refinement and customer trust rather than chasing fleeting market trends [20] - The membership card symbolizes a trust contract, promising high-quality, carefully selected products in a market filled with inferior options [20]

Core Viewpoint - Walmart International CEO Kathryn McLay will step down, with plans to assist in the transition until the end of the first fiscal quarter [1][4]. Group 1: Leadership Changes - Kathryn McLay has served as CEO since 2023 and has been with Walmart for approximately ten years, previously leading the Sam's Club division [2][5]. - The company plans to appoint a successor soon [2][5]. - John Furner is expected to take over as CEO of Walmart next month, succeeding Doug McMillon [3][6].

Core Viewpoint - Wumart's restructuring strategy focuses on "expansion and quality improvement" rather than "reducing staff for efficiency" [2] Group 1: Employee Growth - Since the restructuring began in March 2025, Wumart has seen a significant increase in employee numbers, with an average growth of over 1.5 times per store and a doubling of core store capacity [1] - By November 2025, Wumart had added over 3,000 new positions, with a total expected increase of 4,000 to 6,000 jobs across 100 restructured stores [1][5] Group 2: Restructuring Logic - The restructuring is centered around a comprehensive upgrade of "people, goods, and places," emphasizing the reassessment of employee value and enhancing employee welfare [2] - The strategy aims to create a positive cycle of "employee satisfaction → service improvement → customer repurchase" through reasonable increases in labor costs [2] Group 3: Employee Configuration and Recruitment - Significant increases in staff numbers have been observed, with some stores doubling their workforce due to new service demands and AI technology integration [3] - Wumart has implemented internal job transfers to optimize staff allocation without forced layoffs, ensuring job stability for existing employees [3] - The company has also engaged in multi-channel recruitment to fill various levels of positions, including management roles, to support ongoing operations [4] Group 4: Support for Employee Growth - The increase in employee numbers is supported by a rigid demand for service upgrades, with a shift in product structure aligning closely with successful models [6] - AI technology has restructured labor roles, allowing employees to focus on higher-value tasks rather than repetitive work, thus promoting job expansion and structural optimization [6] Group 5: Employee Satisfaction and Performance - Employee feedback indicates significant improvements in job satisfaction, with salary increases of over 30% and enhanced working conditions leading to better service delivery [7] - Sales performance at restructured stores has seen substantial growth, with daily sales increasing from 200,000 to 700,000, reflecting the positive cycle of expanded staffing leading to service upgrades and sales growth [7] Group 6: Commitment to Employee-Centric Values - Wumart's restructuring not only aims for employee growth but also focuses on optimizing job structures and enhancing salary and benefits, reinforcing the company's commitment to an employee-centric approach [8] - The company plans to continue leveraging restructuring as an opportunity to improve training systems and career advancement pathways, ensuring mutual benefits for employees, customers, and the business [8]