Core Insights - The report from Hema's 10th anniversary highlights that "fresh, healthy, and self-indulgent" are the three major directions for future consumption trends, with frozen fruits and fresh nuts becoming popular among young consumers [1][12]. Group 1: Frozen Fruits - Frozen fruits have emerged as a new social trend this summer, with various platforms showcasing recipes and tutorials, making bananas, mangoes, and watermelons popular choices [3][6]. - Hema offers a range of specialized frozen fruits, including mixed berries and tropical fruit cups, which are convenient for consumers looking for healthy meal options [3][9]. - The nutritional value of frozen fruits is comparable to fresh fruits, and they are considered healthier than high-sugar ice creams, with industrial freezing techniques preserving their quality better than home methods [6][12]. Group 2: Fresh Nuts - Fresh nuts, particularly fresh walnuts and macadamia nuts, are gaining traction as a new trend, with consumers appreciating their unique flavors when eaten fresh [5][11]. - The supply chain for fresh nuts involves advanced technology, such as low-oxygen storage and rapid processing to maintain freshness [9][11]. Group 3: Consumer Trends - The current consumer demographic favors "no-mess," "single-serving," and "lazy" consumption styles, reflecting a shift towards refined, health-conscious eating habits [11][14]. - The report indicates that young consumers are increasingly interested in DIY food options and are willing to explore new eating methods, which is driving demand for innovative products in retail [11][12]. Group 4: Supply Chain and Innovation - Over the past decade, Hema has established a robust supply chain network with multiple centers and direct sourcing bases, allowing for fresh produce to be delivered nationwide and internationally [12][14]. - The company is continuously updating its standards for freshness and quality across various product categories, including fruits and beverages [12][14].

Core Insights - The closure of the last Hema X membership store in Shanghai by August 31, 2025, signifies the complete exit of this business model from the market, following the shutdown of stores in Beijing, Suzhou, and Nanjing [3] - Hema's new fiscal year strategy focuses on opening nearly 100 Hema Fresh stores across over 50 new cities while completely shutting down all X membership stores, driven by nine months of continuous profitability and double-digit growth in 2024 [3][4] - The decision to abandon the membership store model is attributed to the overlap in product offerings with Hema Fresh and the lack of differentiation in its private label "Hema MAX," leading to consumer perceptions of poor value [3][10] Expansion Plans - As of March 2025, Hema Fresh has over 420 stores, with online transactions contributing over 60% to its GMV, and the company aims to expand its footprint in lower-tier cities, particularly in East China [4] - The expansion strategy is supported by a verified profitability model for new store openings, ensuring a balance between growth and profitability [4] Customer Relations and Refund Issues - The closure of membership stores has led to customer dissatisfaction regarding refund policies, where members feel their rights are compromised due to pro-rata deductions based on used benefits [5][8] - Complaints about the refund process highlight inefficiencies, with members facing difficulties in obtaining refunds through the app or customer service [5][8] Supply Chain Challenges - The closure of membership stores has exposed structural flaws in Hema's supply chain management, including a lack of alignment between product offerings and customer needs, with a high overlap in products between Hema MAX and Hema Fresh [10] - Hema's supply chain heavily relies on domestic suppliers, with only 35% of products sourced globally, limiting its ability to compete on price and variety compared to international membership stores like Sam's Club and Costco [10] - The closure is expected to allow Hema to streamline its supply chain to better serve Hema Fresh and Hema NB, potentially improving procurement efficiency and addressing previous inventory management issues [11]

Core Insights - Hema, Alibaba's new retail experiment, celebrates its 10th anniversary, with CEO Yan Xiaolei announcing plans to open nearly 100 new Hema Fresh stores in the upcoming fiscal year while maintaining a store closure rate of no more than 2% [3][6] - The company achieved profitability every month in the past fiscal year, marking a significant milestone for its 10th birthday [3][7] - Yan Xiaolei's leadership transition comes as Hema aims to refocus its business strategy and address recent public speculation regarding its membership store model [3][6] Company Developments - Hema has experimented with approximately 12 different business formats over the years, including Hema Fresh, Hema Mini, and Hema Pick'n Go [5] - The company has established itself as a lifestyle brand, symbolizing quality living despite facing intense competition and challenges in the market [6] - The shift in leadership to Yan Xiaolei is seen as a strategic move to enhance profitability and adapt to the changing economic landscape [7] Market Position - Hema's innovative delivery model, promising delivery within 30 minutes, has become a significant competitive advantage in the fresh e-commerce sector [6] - The company is now focusing on two core business models, Hema Fresh and Hema NB, to better align with market consumption trends and drive profitability [6] - The transition from a "star company" to a "successful company" reflects Hema's commitment to sustainability and long-term growth rather than short-term hype [7]

Core Insights - Hema, Alibaba's first new retail experiment, celebrates its 10th anniversary and has plans to open nearly 100 new stores in the upcoming fiscal year while maintaining a store closure rate of no more than 2% of its total stores [1][4] - The company has achieved profitability every month in the past fiscal year, marking a significant milestone for its 10th birthday [1][6] - The transition of leadership from founder Hou Yi to CEO Yan Xiaolei is seen as a response to recent challenges and a strategic shift towards profitability [1][5] Company Developments - Hema's initial public perception was shaped by a 2017 store visit from Alibaba's top executives, which was viewed as a public endorsement of the new retail concept [3] - The company has experimented with approximately 12 different business models over the years, including Hema Fresh, Hema Mini, and Hema NB, among others [3][4] - Hema's innovative delivery model, promising delivery within 30 minutes, has become a competitive standard in the fresh e-commerce sector [4] Strategic Focus - The company is now focusing on two core business models, Hema Fresh and Hema NB, to better align with market consumption trends and enhance profitability [4][6] - Yan Xiaolei's background in finance and previous roles within Alibaba are expected to bring a more pragmatic approach to the company's operations [4][5] - The shift in strategy reflects a broader need for Hema to transition from being a "star company" to a "successful company," emphasizing sustainability over mere novelty [6]

Core Viewpoint - JD Seven Fresh has launched its "first catch" of live hairy crabs, marking the beginning of the sea catching season, emphasizing the freshness and quality of the seafood offered to consumers [1][3][5]. Group 1: Product Offering - The first batch of live hairy crabs is now available in JD Seven Fresh stores, showcasing their vibrant and fresh appearance [1]. - The crabs are sourced from the rich nutrient waters of the Lusi fishing ground, known for its high-quality seafood, particularly during the optimal catching period in early August [7]. - During the sea catching season, live hairy crabs are priced at 99 yuan for six, with each crab carefully selected to ensure quality [7]. Group 2: Supply Chain and Logistics - JD Seven Fresh utilizes a "sea catch direct" model to connect directly with high-quality seafood sources, minimizing intermediaries and ensuring freshness [9]. - The logistics process is designed to maintain the crabs' freshness, with rapid transportation and oxygenation methods implemented immediately after catching [9]. - Consumers can track the entire supply chain process, including catching time and logistics, enhancing transparency and trust in the product's freshness [9].

据媒体报道，盒马会员店将全部停业。7月29日，盒马X会员店北京世界之花门店的公告显示，该店将于两天后的7月31日停止营业；同在7月31日，盒马X会 员店的苏州相城店、南京燕子矶店也停止营业。 瑞财经 吴文婷8月7日，盒马CEO严筱磊罕见公开发言，谈及近期的关店风波以及新零售未来的规划。 严筱磊公布了盒马鲜生最新开店计划：预计新财年（2025年4月至2026年3月）内开出近100家门店，新增进入城市超过50个，届时盒马鲜生门店数将超过500 家。 据其指出，战略聚焦让盒马发展更快速、也更稳健。在上个财年，盒马首次实现了全年盈利。此后，盒马鲜生拓店开足马力，今年上半年先后在泰州、宿 州、天津、唐山、遂宁开出首店，并多次掀起"首店效应"，为当地注入了消费活力，也带动自身的经营状况持续向好。 值得注意的是，近日，盒马告别会员店冲上热搜。 在业内人士看来，如今，盒马基于自身资源优势和行业趋势，作出聚焦盒马鲜生及奥特莱斯等业态的战略调整。通过强化高品质生鲜供应链和即时配送能 力，盒马旨在构建更具持续竞争力的业务模式。 而作为盒马鲜生之外的独立会员店业态，X会员店曾被视作盒马的"第二增长曲线"。2020年10月，盒马会员店 ...

南农晨读 | 邂逅 茂名的海_南方 +_南方plus 筒方报业传媒集团主管主办 面方发射器出版 7 万 发 100 类 |友 力量 · 时代 |图 |当 南农晨读 文集:闻 福 美编:莫淑霜 洪水涌进佛冈黄 花村，村干部用 一条牛绳救出受 困老人 茂名,这座粤西滨海小城,以绵延的银滩和澄澈的海水,为你 解锁夏日度假新体验。在西葛沙滩感受浪漫日落;到中国第一 滩12公里白沙与百里防护林交映成画;登晏镜龄俯瞰童子湾渔 舟归港的油画日落:在蛋家坡聆听成水歌谣,感受"以舟为家" 的水上风情。趁盛夏,奔赴茂名的海与自由吧! 8.08 【今日关注】 在广东绿美保护 地，人与自然彼 此治愈 | 寻美南 粤⑥ 从广东象头山国 家级自然保护区 的林间絮语，到 红树林的潮间交 响，这片土地 上，人与自然的 每一次温柔对 话，都在孕育着 生生不息的未来 图景。当保护不 再是强硬的壁 垒，而是以心 意，顺应自然肌 理，用绿意，编 织民生福祉，广 东绿美生态建设 正走出一条独特 路径。 "最后两位老人 救出来后，全村 已经被洪水划分 成13个'孤 将8月5日上午8 时前后那段时间 岛' 。 "清远市佛 冈县石角镇黄花 村党委书记李庚 ...

Core Insights - Hema is shifting away from membership stores and focusing on its core business, Hema Fresh and Hema NB, to drive growth and profitability [1][2] - The company reported a GMV exceeding 75 billion yuan for the fiscal year 2025, achieving adjusted EBITDA profitability for the first time [2] - Hema plans to open nearly 100 new stores within the fiscal year, aiming to exceed 500 total stores and expand into over 50 new cities [2] Group 1 - Hema's CEO, Yan Xiaolei, stated that the company has opened over 60 new stores in about 27 cities in the past year, while closing less than 2% of its total stores [1] - The company has experienced monthly profitability over the past fiscal year, celebrating its 10th anniversary with this achievement [1] - Hema is focusing on the lower-tier markets, particularly in the Yangtze River Delta region, targeting cities with sufficient consumer spending power [2] Group 2 - Hema's membership system has been integrated with Alibaba's Taobao membership, resulting in a 100% increase in membership within a few days [2] - The company aims to replicate its successful business model quickly and leverage community connections through its dual focus on Hema Fresh and Hema NB [1][2]

2024年起，盒马扩张提速，在截至2025年3月的2025财年内新开近70家门店，新增覆盖27座城市。2025 年上半年，盒马先后进入天津、石家庄、唐山、泰州等城市，通过"首店效应"为当地注入消费新活力。 （文章来源：新华财经） 新华财经上海8月7日电（记者周蕊）盒马鲜生7日公布其最新开店计划，预计在截至2026年3月的2026财 年内开出约100家门店，届时盒马门店总数预计会超过500家。 盒马鲜生首席执行官严筱磊介绍，开更多的门店一方面能触达更多消费者，另一方面可以通过科技创新 为消费者提供更便捷的服务和更好的购物体验。创新驱动的商品力、扎实的供应链基础、明确的核心业 态，成为支撑盒马快速发展的基础。 ...

此前已有报道，至8月底，盒马的所有X会员店将全部停业。盒马聚焦方向指向了"盒马鲜生""盒马 NB"（NB指邻里业务）两大核心业态。盒马对此表示，去年开始陆续关闭了10家X会员店，这些调整的 门店占盒马总门店数不到2%。 据了解，盒马在今年上半年，先后在泰州、宿州、天津、唐山、遂宁等多城开出首店。盒马CEO严筱磊 表示，看好中国内需消费市场的广阔前景，将坚持用户至上的经营理念。 凤凰网科技讯 8月7日，据第一财经消息，盒马方面公布了最新开店计划：盒马鲜生财年内目标开出100 家新店，届时盒马门店数将超过500家。 ...