近日，京东在下沉市场又爆出新动作，8月份将在江苏宿迁、河北涿州两地五店同开，落地京东折扣超 市，与目前行业内已有的小店型、SKU少的折扣超市不同，京东折扣超市依靠供应链优势，采取大店 型、多SKU的运营模式，首个涿州京东折扣超市门店面积达5000㎡，精选超5000款高性价比的民生商 品，价格将普遍低于市场常规售价。业内人士认为，京东这一战略之举，或将重塑下沉市场商业格局， 为区域经济高质量发展增添新动力，为消费者带来超丰富以及超高性价比的购物体验。据了解，该模式 已在北京低调试点一年多时间。（智通财经） ...

【#多方回应永辉超市蛋挞上爬蟑螂#：店家已经全面消杀，先整改再进一步调查】 据智通财经此前报道，6月24日，永辉超市宣布，预计在今年9月30日前完成全国200店的调改目标。接 下来的调改聚焦员工与商品两方面，具体包括提升员工技能培训与收入待遇，以及在商品结构达到胖东 来的80%基础上，加强自有品牌爆品打造冲击亿元级大单品。 据荔枝新闻报道，近日，安徽合肥，网曝肥东县撮镇镇永辉超市（东风大道店）售卖的蛋挞上有蟑螂在 爬。事后，店家回应称，同一柜的产品已作下架处理，售卖出去的同一批次产品予以退款。 8月4日，当地市场监管所回应称，店家已经全面消杀，先责令整改，再做进一步调查处理。 ...

Group 1 - The company, Wumart Group, is set to open a new batch of seven "Learning Fat Donglai Modified Stores" starting from August in Beijing, Tianjin, and Hangzhou, with specific openings on August 8 and August 29 for certain locations [1][3] - The product structure in the new stores will closely resemble 80% of the product structure of Fat Donglai, with significant expansions in the baking and ready-to-eat food processing areas, offering a variety of freshly made products daily [3] - The company aims to enhance customer experience by introducing a one-stop convenience service area at store entrances, providing over ten basic services including self-service tea machines and pet storage [3] Group 2 - Following the modifications, the Daxing Huangcun store in Beijing and the Beichen store in Tianjin both achieved an average daily foot traffic exceeding 10,000 in their first month, with the Daxing store experiencing nearly a 20% year-on-year increase in sales [4] - The penetration rate of ready-to-eat food in the modified stores, such as Xueqing Road, Daxing Huangcun, and Beichen, has surpassed 60% [4]

Core Insights - The first special edition Yonghui Supermarket store in Guangzhou's city center is set to open in late September, generating excitement among local residents [1] - This store will adopt the "Fat Donglai" model, with over 80% of its product structure inspired by this model, marking it as the third Yonghui store in the Guangzhou area [3] Product Offering - The store will feature a comprehensive range of essential goods, including fresh produce and staple foods, with highlights such as direct-supply seasonal fruits from regions like Xinjiang and high-quality organic vegetables [3] - An upgrade to the seafood section will include live catch and processing services, catering to the demand for fresh products [3] - The store aims to attract younger consumers by offering a selection of well-known domestic and international brands, along with expanded areas for baked goods, ready-to-eat meals, and snacks [3] Store Design and Services - The store will implement a "daily fresh" policy for certain categories to ensure product freshness and safety, similar to the practices of Fat Donglai [3] - The shopping environment will be enhanced with low shelves and wide aisles, creating a spacious and bright atmosphere, along with an expanded checkout area to improve transaction efficiency [3] - Over 30 convenience services will be provided, including customer rest areas, free tea, and handwashing stations, along with thoughtful amenities like hand dryers and thermal bags [3] Strategic Goals - Yonghui Supermarket aims to align product quality and pricing with the Fat Donglai model, focusing on high-quality, cost-effective products suitable for mainstream Chinese families and young consumers [5] - As of now, Yonghui has completed adjustments for over 150 stores under the Fat Donglai model, with plans to exceed 208 stores by the end of September and reach 300 by the Lunar New Year in 2026 [5]

Core Viewpoint - The first Yonghui Supermarket "Fat Donglai" model reform store in Guangzhou's city center will open in late September, aiming to enhance quality consumption among mainstream Chinese families and the younger generation [1] Group 1: Store Details - The store is located in Haizhu District's Liying Plaza, a central hub with convenient access via Metro Lines 3 and 8, making it easy for consumers to experience the "Fat Donglai" quality [1] - This store is the first "Fat Donglai" model reform store in Guangzhou's city center and the third in the city overall [1] Group 2: Product Offering - Over 80% of the store's product structure will feature "Fat Donglai" products, including a dedicated area for self-owned brands and a specialty brand pavilion covering all essential categories like fresh produce and grains [1] - The fresh produce section will focus on direct sourcing of seasonal fruits from production areas, such as Xinjiang's plums, Hami melons, and grapes, along with high-quality organic vegetables [1] - The seafood section will be upgraded to offer fresh catch and processing services, while the store will also cater to young consumers with a selection of well-known domestic and international brands, enhancing areas for baked goods, ready-to-eat meals, and snacks [1]

Core Viewpoint - The "Fat Donglai Myth" surrounding Zhongbai Group has created a temporary surge in stock prices, but the underlying financial struggles reveal a harsh reality as the initial excitement fades [1][2]. Financial Performance - In the first three quarters of 2024, Zhongbai Group reported a net profit loss of 332 million yuan, a staggering decline of 309.35% year-on-year, marking the worst performance in its history [4]. - For the entire year of 2024, the company achieved a revenue of 10.381 billion yuan, down 10.81% year-on-year, with a net profit loss of 528 million yuan, a 64.01% decrease compared to the previous year [4]. - A forecast for the first half of 2025 indicates an expected loss of 213 million to 290 million yuan, further widening the losses compared to the same period last year [4]. Operational Challenges - The operational strategies learned from Fat Donglai, such as product structure optimization and store layout redesign, are superficial tactics that do not address the deeper issues within Zhongbai [5][7]. - The high-cost, high-investment model of Fat Donglai, which relies on superior employee compensation and loyalty, is not feasible for Zhongbai, which has been struggling with cost-cutting measures [7][9]. Strategic Partnerships and Market Sentiment - The exit of Yonghui Supermarket, a long-time strategic partner, signifies a critical judgment on Zhongbai's future value, as Yonghui incurred a loss of 46 million yuan from its investment [10][12]. - Yonghui's departure reflects a broader industry trend where traditional retail faces significant challenges from e-commerce and discount stores, leading to a strategic retreat [12][14]. Transformation Efforts - Zhongbai is attempting to pivot by launching FOODMART supermarkets and discount stores, but these initiatives expose the company's operational inefficiencies and lack of core competencies [15][17]. - The success of these new formats hinges on operational efficiency, which Zhongbai lacks, making the transformation path fraught with difficulties [19][21].

Core Insights - The first "Fat Yonghui" store in Guangzhou's city center will open in late September, marking a strategic project for Yonghui Supermarket [1] - This store will adopt over 80% of the product structure from the "Fat Donglai" model, featuring a dedicated area for its own brand and specialty products [3] Product Offering - The store will cover all essential categories, particularly fresh produce, with a focus on direct sourcing of seasonal fruits and high-quality organic vegetables [3] - Seafood offerings will include fresh catch and processing services, while the bakery and ready-to-eat sections will cater to younger consumers with popular domestic and international brands [3] Operational Strategy - Yonghui Supermarket will implement a daily freshness policy for perishable items, ensuring product safety and quality [3] - The store design will enhance the shopping experience with low shelves and wide aisles, along with an expanded checkout area to improve efficiency [3] Customer Experience - The store will offer over 30 convenience services, including rest areas, free tea, and handwashing stations, along with thoughtful amenities like wet hand dryers and thermal bags [3] - The focus is on providing high-quality, affordable products and detailed services to meet the needs of mainstream Chinese families [5] Expansion Plans - As of August 1, Yonghui has completed over 150 store transformations to the "Fat Donglai" model, with plans to exceed 208 by the end of September and reach 300 by the Lunar New Year in 2026 [5]

近日，物美集团宣布：新一批共7家"学习胖东来自主调改店"8月起将陆续在北京、天津和杭州开业，其 中北京朝阳华贸店和昌平天通苑店将于8月8日正式开业，西城新街口店将于8月29日对外营业。另外， 物美杭州钱塘下沙、萧山金城和西湖文一的3家门店，以及天津和平的1家门店均已进入调改筹备倒计 时，将于8月15日至9月12日先后焕新启幕。 （物美集团） 综合此前调改店数据，物美集团还称，北京大兴黄村店和天津北辰店在今年调改后，首月日均客流双双 突破万人，北京大兴黄村店也在调改后取得首月日均销售额同比近20%的增长。并且，北京学清路店、 北京大兴黄村店和天津北辰店等胖改店的现制熟食渗透率均超60%。 据物美集团介绍，商品方面，门店商品结构将接近胖东来商品结构的80%，并将大幅扩增烘焙和熟食现 制加工区，每日提供数十种现做烘焙、熟食以及现场试吃。 ...

Core Insights - The first "Pang Yonghui" model store of Yonghui Supermarket in Guangzhou's city center is set to open in late September, marking a strategic project for the company [2] - The store will feature over 80% of its products based on the Pang Yonghui model, including a dedicated area for Pang Yonghui's own brand and specialty products [2] - Yonghui Supermarket aims to enhance product quality control and ensure freshness through strict standards and daily inventory checks [2][3] Group 1 - The new store will focus on fresh produce, including direct-sourced seasonal fruits and high-quality organic vegetables, along with upgraded seafood services [2] - Yonghui Supermarket plans to optimize the shopping experience with low shelves, wide aisles, and an expanded checkout area to improve efficiency [3] - The store will offer over 30 customer convenience services, including a resting area, free tea, and handwashing stations, along with various thoughtful facilities [3] Group 2 - Yonghui Supermarket has completed over 150 store transformations to the Pang Yonghui model and plans to exceed 208 by the end of September, aiming for 300 by the Lunar New Year in 2026 [3]

Core Insights - The first "胖东来模式" reform store of Yonghui Supermarket in Guangzhou's central urban area is set to open at Liying Plaza in Haizhu District by the end of September, targeting high-quality consumption among mainstream Chinese families and the younger generation [1] - The store will feature over 80% of products from the "胖东来" product structure, including a dedicated area for "胖东来" private label and specialty brands, covering essential categories like fresh produce and grains [1][2] - Yonghui Supermarket has completed over 150 store reforms under the "胖东来模式" and plans to exceed 208 by the end of September, aiming for 300 by the Lunar New Year in 2026 [2] Product and Service Enhancements - The store will emphasize fresh produce with direct sourcing of seasonal fruits and high-quality organic vegetables, alongside upgraded seafood sections offering fresh catch and processing services [1] - Yonghui Supermarket is committed to quality control throughout the supply chain, implementing strict product entry standards and daily freshness checks for perishable items [2] - The shopping environment will be enhanced with low shelves and wide aisles for a more transparent shopping experience, along with over 30 customer convenience services including rest areas and free beverages [2] Market Positioning - The store aims to cater to the needs of young consumers by offering small packaging, high quality, and cost-effectiveness without membership fees, aligning with the preferences of mainstream Chinese families [2]