今年初，首发经济被写入四川省政府工作报告。推动首发经济发展，正成为全省各地撬动消费活力的新引擎。 打卡第一家店、逛第一次展、欣赏第一场秀……在四川，一系列充满时尚感、高品质、潮流范的首发产品和创新场景不断涌现。 "遂宁消费者太热情了，满满的烘焙货架，半个小时就被拿空了。"盒马鲜生遂宁万象汇店店长稻里表示，遂宁消费者偏爱盒马全球直采商品，在前期预售 阶段就卖掉了2000只波士顿龙虾。记者在现场看到，泰国金枕榴莲、澳洲安格斯牛肉、挪威三文鱼因为叠加开业优惠，更是引发抢购潮，工作人员不得不 多次紧急补货。 数据显示，2024年，盒马开了72家门店，平均每5天开一家新店，盒马鲜生门店数量超430家。尽管盒马鲜生目前大多数还是开在一线、新一线城市，但是 盒马已经开始了新的扩张。在72家新开店中，其中三分之一位于二三线城市及县城。 盒马区域负责人榕生告诉记者，遂宁是盒马在西南地区进驻的首个非省会城市，遂宁的消费活力和区位优势令人印象深刻。作为成渝地区双城经济圈的核 心城市，遂宁能极大利用盒马在成渝两地布局的供应链优势，形成资源互补，极大提升生鲜物流周转效率，为遂宁市民带来更高品质的商品。 封面新闻记者 易弋力 5月30日 ...

Core Insights - The article discusses the practical application of AI in retail, highlighting successful case studies from various companies that have effectively integrated AI into their operations to enhance efficiency and profitability [1][3][4]. Group 1: AI Implementation Success Stories - "交个朋友" has utilized AI to create over 60 live-streaming e-commerce matrices, achieving a doubling of GMV [1]. - "叮咚买菜" employs AI algorithms to manage a combination of 4 million product categories, keeping end-to-end losses controlled at 1.5% [1]. - "物美" has developed an AI retail model that integrates product selection, replenishment, and clearance, resulting in a fivefold increase in sales [1]. Group 2: Challenges and Observations - While some companies have successfully restructured their businesses using AI, many others remain hesitant, caught in a cycle of observation and trial-and-error, fearing both exploitation and falling behind competitors [2]. - The article emphasizes the need for companies to move beyond theoretical discussions and engage directly with practical applications of AI in real-world scenarios [3][5]. Group 3: AI Learning and Networking Opportunities - The AI implementation workshop offers a hands-on experience, allowing participants to observe AI applications in action, such as AI algorithms reducing loss rates and optimizing live-streaming traffic distribution [6][13]. - The program includes discussions with 16 companies and platforms on various aspects of AI strategy and implementation, providing valuable insights for participants [4][14]. Group 4: Target Audience and Benefits - The workshop is designed for decision-makers in retail and consumption enterprises, digital service providers, and industry observers, aiming to help them navigate the complexities of AI integration [7][25]. - Participants will gain access to a repository of over 20 reusable case studies, networking opportunities with top executives, and ongoing resources post-workshop [11][27].

货架上，两款低脂减糖粽子被特意摆放在C位，分别是羊肚菌、香菇、杏鲍菇和虫草花四种菌菇作为内陷的菌菇粽，和用青稞、黄米、红米等粗粮做成的八 宝杂粮粽。筘子介绍，粽子通常由糯米制作，包裹咸鸭蛋、五花肉等食材，消费者虽然爱吃，但也有不好消化、热量过高的顾虑，"所以我们在做这些节庆 商品时有意识的改造食材、控制热量，减少用户的饮食负担。" 筘子还发现，近几年，消费者对节令食品的偏好正从"猎奇"回归"实在"，以前大家更愿意尝试没见过、没尝过的，但如今消费者更看重健康。对传统时令美 食做健康改造已经成为筘子的课题。她曾先后推出过减糖的重阳糕、少油减糖的八宝饭，今年元宵节还曾推出零蔗糖大黄米汤圆。 （盒马货架上售卖的艾草花束） 端午将至，粽叶飘香。盒马货架上粽子商品多达十余款，咸甜荤素一应俱全，除了传统的鲜肉粽、豆沙粽，盒马今年在粽子研发上"做减法"，推出低糖少油 的八宝杂粮粽和菌菇粽，同时结合端午习俗上线艾草花束、艾草养生锤，满足年轻人对仪式感和健康的双重需求。 每年一到端午，都绕不开"甜咸粽子之争"。从事盒马时令美食研发采购7年后，筘子终于得出了甜咸粽子大战的结论：白米粽子最受欢迎。 筘子表示，在推出白米粽子前，盒马的 ...

壹览商业 . 消费、零售、商业、财经，深度洞察，数据追踪，在这里看到更多的变与不变。 以下文章来源于壹览商业 ，作者李彦 另外，壹览商业发现，部分用户的叮咚买菜 APP 首页出现了一个叫"品质之爱"专区，该专 区设置了七大商品分区，包括"配料干净" "有机汇" "宝妈严选" "低 GI " "减脂" "寻味中 国" "澳洲直达"。 目前，该专区已上线不少 SKU ，或许这一版本目前还处于测试阶段，并非所有用户的手机 上都有。 结合以往的公开信息，壹览商业推测，这一轮改版的核心变化在于商品信息的表达方式上。 以此来帮助消费者降低购买健康相关、高品质高客单商品的决策门槛。 同时，此次改版也同步引入了 AI 指引，叮咚买菜给了非常显著的位置。在叮咚买菜首页底 部中间，新增了一个 AI 饮食管家工具入口。该款 AI 饮食管家工具可以给用户推荐食材并 分析营养成分。 导读： 叮咚 买菜 要 打 一 场 长 期 的 仗。 李彦 丨 作者 木鱼 丨 编辑 壹览商业 丨 出品 近日，壹览商业获悉，叮咚买菜今年 在组织结构上 做了重大调整。 原来的 商品 开发 中心 被 拆解为 1 0 个独立事业部，由高管直接挂帅； APP ...

京东七鲜内部会议要求价格力做到同行业第一 金十数据5月23日讯，在最近的一次会议上，京东七鲜内部明确要求，在商品品质优于其他平台的基础 上，价格竞争力上要做到同行业第一。基于此次会议的要求，今年618期间京东七鲜将全面升级击穿 价，核心击穿价商品在原本便宜10%的基础上，提升到接近便宜20%的水平线。对此，京东七鲜方面未 予正面回应。但称，击穿价不是今年618才开始的，从去年开始就在持续通过供应链优化的方式，来提 升品质和价格的竞争力，目的就是要保证给用户"又好又快又便宜"的购物体验。 （界面） ...

" 野心再现，京东加速重构线下零售业态。 " 作者丨王薇 编辑丨梁辰 京东零售线下布局提速。5月22日，雷峰网查询国家企业信用信息公示系统发现，京东于15日在上海静安 区登记注册成立了一家新公司，名为"上海京东壹零壹家居购物有限公司（以下简称'上海壹零壹家 居'）"，注册资本5000万元人民币。 系统显示，该公司经营范围包括家具销售、家具零配件销售、工艺美术品及礼仪用品销售、票务代理服 务、市场营销策划等。该公司由京东五星电器集团有限公司（以下简称"京东五星"）全资持股，法定代表 人是石永刚。 | 上海京东壹零壹家居购物有限公司 + 存续 (在黄、开业、在册) | | | | 发送报告 | | --- | --- | --- | --- | --- | | 统一社会信用代码: 91310106MAEKCU6810 | | | | | | 注册号: | | | | 信息分享 | | 法定代表人: 石永刚 | | | | | | 静安区市场监督管理局 | 登记机关: | | | 信息打印 | | 成立日期： 2025年05月15日 | | | | | | 其础信息 | | 行政许可信息 行政处罚信息 列入经营异常 ...

一季度，即时零售 赛道正在 陷入了一场" 多快省 "的缠斗，而叮咚买菜却在这场贴身肉搏战中意外 地开辟出第二战场。 先来看看叮咚买菜一季度成绩单： 区域优势再放大 叮咚买菜目前 的目标是吸引和留住对商品品质和服务有更高要求的用户群体。简单来说，就是那些对 生活品质有追求的 "好用户"。 从区域表现来看，上海区域 GMV同比增长5.0%，浙江区域和江苏区域则分别同比增长17.8%和 13.9%。温州、湖州、南通、金华等城市，实现了超过50%的同比增长，此外，值得一提的是广深 区域的惠州和佛山也实现了同比40%以上增长。 叮咚买菜一季度 GMV同比增长7.9%至59.6亿元，收入增长9.1%至54.8亿元，连续5个季度保 持营收正向增长； Non-GAAP标准下实现净利润0.3亿元，连续10个季度盈利的纪录持续刷新，期末现金储备达 42.9亿元。 第一季度 ，平台订单总量同比跃升 12.1%，表明平台的用户活跃度和购买频次持续提升； 日均活跃用户数（ DAU）也实现了稳健增长，超过200万，同比增长4.5% ； 同时，日均下单用户数从 74万升至83万（+11.1%）； 用户转化率从 61.6%跃升至64%，意味 ...

Core Viewpoint - JD Seven Fresh is leveraging the 520 romantic holiday by offering a variety of affordable gifts and experiences, promoting a home-based celebration instead of dining out [1][3]. Group 1: Product Offerings - Single stem roses (10 stems) or multi-head roses (5 stems) are priced at 16.9 yuan, sourced directly from Yunnan, enhancing the romantic gesture [3]. - The 520 limited edition "Aisha Rose" bouquet is designed to convey loyalty in love, appealing to consumers' emotional sentiments [3]. - Popular beauty products like Dior's classic red lip gloss and L'Oreal's collagen-infused skincare set are offered at lower prices than duty-free shops, targeting gifting preferences [3]. - A variety of gourmet food options are available, including Australian M6 Wagyu beef at a 50% discount when purchasing two, and selected wines at 20% off, catering to the romantic dinner experience [3]. Group 2: Delivery and Promotions - JD Seven Fresh promises a fast delivery service, with gifts available for delivery within 30 minutes through various online platforms [5]. - Promotions during the 618 shopping festival include buy-one-get-one-free offers and discounts on purchases over 99 yuan, enhancing customer engagement [5]. - JD Plus members benefit from free shipping, while new users can access a 77 yuan coupon package and additional discounts on their first orders [5].

此外，叮咚买菜App近期进行了改版测试，计划在5月完成全面改版，首页新增集合高品质及差异化商 品的"品质之爱"专区，并上线"AI饮食管家"、AI大模型搜索等新功能。目前，"品质之爱"专区设置了7 大板块：寻味中国、有机汇、低GI、宝妈严选、配料干净、减脂、澳洲直达。针对低GI这一细分的健 康消费趋势，叮咚买菜成立了低GI项目组，深度开发更好吃的低GI健康食品，不仅设立了年内该系列 商品突破100支的目标，还将积极参与低GI标准制定及低GI生活方式的推广，推动行业对该细分领域的 关注与发展。 5月初上线的叮咚买菜AI智能饮食管家构建起健康消费闭环：当用户查询商品时，AI不仅推荐菜谱，还 能根据体检数据提供营养建议；语音交互系统让父母在带娃腾不出手时也能完成健康餐定制；商品过期 提醒功能则将服务链条延伸至售后服务场景。叮咚买菜方面表示，目前新版App相关功能在摸索与测试 阶段，未来还会不断优化更新AI功能的应用细节，推出更多实用性更强的内容。 新京报讯(记者张洁)5月20日，新京报记者获悉，近日叮咚买菜创始人兼CEO梁昌霖在第一季度财报电 话会上表示，公司已启动自内而外的变革，并取得了阶段性成果。 据了解，自20 ...

Core Insights - Pupu Supermarket, a fresh retail brand, is reportedly in talks with top investment banks for a potential IPO in Hong Kong, following its establishment in 2016 and its focus on high-frequency fresh delivery [1][2] - The fresh e-commerce sector, particularly the front warehouse model, has faced significant challenges in profitability, with notable companies like Missfresh and Dingdong Maicai experiencing severe operational difficulties [1][3] - Despite the challenges, Pupu Supermarket has reportedly achieved revenue balance in 2023 and is preparing for an IPO, indicating a potential recovery and sustainable business model [1][2] Company Overview - Founded in June 2016 in Fuzhou, Pupu Supermarket operates as a mobile internet shopping platform offering a wide range of products, including fresh produce, personal care items, and daily necessities [1] - The company initially gained a strong reputation by targeting second-tier cities and emphasizing cost-effectiveness and service experience [1] Market Context - The fresh e-commerce sector has seen over 46.3 billion yuan in total financing from 2010 to 2020, with significant investments in leading companies like Missfresh and Dingdong Maicai [3][4] - The front warehouse model is known for its high operational costs, with fulfillment expenses being three times that of traditional warehouse e-commerce [4] Financial Performance - Pupu Supermarket has undergone multiple financing rounds, with the latest being a strategic investment from IDG Capital in November 2021 [4][6] - As of 2022, approximately 70% of Pupu's front warehouses were reportedly profitable, with the company achieving a sales volume of over 30 billion yuan in 2024 [8][9] Supply Chain Efficiency - Pupu Supermarket has implemented a two-tier supply chain system, reducing the number of distribution stages and improving delivery times, resulting in lower product loss rates [9] - The company has also focused on local sourcing, with 45% of its products coming from local agricultural markets, enhancing its competitive pricing [9] Product Strategy - Pupu Supermarket has begun launching its own brands to differentiate itself in the market, with over 750 SKUs introduced by 2024, achieving significant sales growth [10] - The competitive landscape for private labels is intensifying, with traditional supermarkets and e-commerce platforms also entering the market [10] Future Outlook - If successful in its IPO, Pupu Supermarket could gain significant capital and brand strength, although the challenges faced by other fresh e-commerce companies highlight the risks involved [11]