智通财经6月9日电，高盛表示，沃尔玛日用品与食品等多业务齐发力，重申"买入"评级。 ...

这些年，伴随着海淘经济的全面发展，代购已经是非常常见的现象，几乎每个人都有或多或少接触过代购的经历，然而就在最近实体店代购却成为了潮流， 让人不禁想问这到底是怎么回事？为啥实体店还要弄代购？ 一、山姆代购成潮流？ 据自媒体惊蛰研究所的报道，2023年以来，小红书、抖音等社交平台上，大量山姆代购创业者通过图文、视频记录并分享他们的开店经历。小红书上，还形 成了#山姆代购实体店、#山姆代购店的话题。 综合来看，当前市场上的代购实体店主要分为三种类型：专营山姆等单一品牌商品的专卖店，集合多个品牌商品的综合店（如山姆、胖东来、盒马等）以及 水果店等传统店铺兼营的代购业务（有的仅对分装产品收取服务费）。此外还有不设货架、只做自提的提货点。 据每日人物社的报道，截至目前，湖北省开了三家山姆会员商店，全部位于省会武汉市。但打开地图搜索"山姆"，还会发现非常多"山姆甄选小时达""山姆 严选""山姆集合店"，星星点点地分布在不少湖北县城。以京山为例，这个由湖北荆门代管的县级市人口不足60万，却在短短两月内开出了至少5家"县城山 姆"。 它们又被称作山姆"分姆"。像季唯这样的商家，往返于武汉、许昌和京山之间，将山姆、胖东来的网红 ...

以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 来源丨 表外表里（ID：excel-ers） 半年外派生活结束，大 海拿 着到手的 20 万补贴 ， 告别坐落在安第斯山脉上的小国。 候机之际，一阵 熟悉的南方口音 传入他的耳朵，是两位正在打电话的同胞，对着电话输出 "马上 到""见客户"等字眼，一路风尘仆仆往出口走去。 大海早已数不清，这是自己在当地偶遇的第几批淘金客，曾经 魔幻又孤独的 拉美 ， 如今 成了世界 的焦点 。 作者丨严贝贝、陈梓洁 编辑丨曹宾玲 图源丨摄图网 在巴西 三线城市 长大的翰宇 ， 帮家里 开 了 一 个 咖啡店，每月净利润过万， 但比起月入 5万的 外派销售、 开中超年入 300万 的 同龄人，还没够到及格线。 多年来，他亲眼目睹了日本汽车、三星手机风靡大街小巷，i ns、Facebook 入侵本地人生活，又见 证了 Temu 取代亚马逊成为新星， 快手 日活赶超 推特 ， Tik T ok shop 、 美团登陆 巴西 …… 无数跨国巨头、创业者，涌入这片有着 6.7亿人口的 大陆，对比竞争白热化的 东南亚、中东， 这里 有太多空白的领域，可以撑起最后 ...

Core Viewpoint - Latin America is emerging as a new frontier for international business, presenting significant opportunities for investment and growth due to its untapped markets and increasing economic potential [9][10]. Group 1: Market Opportunities - Latin America has a population of 670 million, with many sectors still underdeveloped, making it a "golden coast" for businesses looking to expand [8][10]. - The region is witnessing a surge in interest from multinational companies and entrepreneurs, with examples including Temu overtaking Amazon and TikTok Shop entering the market [8]. - The revival of infrastructure projects like the "Two Oceans Railway" and strengthened ties with China are seen as catalysts for economic growth in Latin America [9]. Group 2: Consumer Behavior - There is a notable demand for imported goods, with local consumers willing to pay significantly higher prices for products that are commonplace in other markets [15][20]. - The middle class in Latin America has reached 250 million, accounting for over 30% of the population, indicating a growing consumer base with purchasing power [55]. Group 3: Challenges and Risks - The region faces significant operational challenges, including complex tax regulations, with corporate tax rates averaging 28.3%, which is higher than in other regions [36]. - Labor litigation culture poses risks for businesses, with a high likelihood of legal disputes arising from employee relations [35][41]. - Political instability and social unrest can lead to unpredictable business environments, as illustrated by incidents of looting and violence affecting retail operations [49]. Group 4: Success Stories - Entrepreneurs like Lin Fu have successfully established businesses in Latin America, achieving significant revenue growth despite challenges, demonstrating the potential for profitability in the region [21][50]. - The automotive sector shows promise, with brands like BYD and Changan gaining traction, indicating a shift in consumer preferences towards more affordable and innovative products [56]. Group 5: Future Prospects - There is a strong belief that as long as businesses can establish a foothold in Latin America, they can enjoy long-term, stable profits [52]. - The market remains open for new entrants, particularly in sectors where competition is still developing, suggesting ongoing opportunities for growth and expansion [60][65].

Core Insights - Yonghui Supermarket has transformed its traditional retail model into a quality retail approach, becoming a new benchmark for retail upgrades in Beijing's western region [2][6] - The store has implemented various customer-friendly services, enhancing the shopping experience and attracting more customers [2][5] Product Structure - The product mix retains first and second-tier brands and essential goods while incorporating local landmark brands and fashionable items, expanding the cooked food and bakery sections [3] - The supermarket has introduced an integrated product area for both domestic and foreign trade, offering consumers more high-cost performance products [6] Service Enhancements - The store has eliminated mandatory shopping routes and added convenience service areas, improving customer service [3] - Various human-centered designs have been implemented, such as wet hand dispensers near fresh food areas and magnifying glasses at checkout for elderly customers [5] Employee Welfare - Employee salaries and benefits have been significantly improved, with profit-sharing opportunities for staff in profitable stores [3][5] - Over the past six months, employee bonuses have exceeded 1.5 million yuan [6] Performance Metrics - The store achieved a sales revenue of 1.7 million yuan on its opening day, with nearly 50,000 customer visits [5] - Daily sales have increased to nearly three times the amount prior to the renovation, with a 65% increase in average customer traffic [5] - The proportion of customers from beyond a 3-kilometer radius has risen to 50%, with family consumption accounting for 60% of total sales [5]

Group 1 - The newly renovated Yonghui Supermarket at Qianxi Street has reopened, becoming the first store in Fengtai District to adopt the "Pang Donglai" model, attracting many residents [2] - The main aisle of the supermarket has been widened to 3 meters, shelf height reduced to 1.6 meters, and the number of cash registers increased to 24 [2] - The product structure has been comprehensively adjusted, with 47.1% of new products in the food and daily necessities category, nearly 20% of imported goods, and around 20% of freshly made products [2] Group 2 - The fresh food section offers more choices through direct supply from farms and seasonal products, with new offerings like freshly squeezed juice and cut fruits [2] - The supermarket implements "freshness management" for cut fruits, providing discounts based on the time since they were displayed, enhancing customer confidence in product freshness [2] - The "Pang reform" has shown positive results, with a 50% increase in customer traffic and an 85% increase in total sales during the Dragon Boat Festival compared to the previous year [3] Group 3 - The Qianxi Street store is the first of 68 chain supermarket locations in Fengtai District to complete the "Pang reform," with another store set to be renovated by the end of June [3] - Over ten other supermarkets have expressed interest in transitioning to quality retail, indicating a trend in the industry towards enhanced customer experience and product offerings [3]

Group 1 - Sam's Club has undergone a major regional organizational adjustment, restructuring its existing six regions into seven, with the addition of Jiangsu and Zhejiang regions [2] - The new regional structure includes South Region, Shenzhen Region, Jiangsu Region, Zhejiang Region, Shanghai Region, North Region, and Central Region, with significant changes in the East Region [2] - The adjustment appears to focus on the East China market, separating Jiangsu, Zhejiang, and Shanghai into distinct regional organizations [2] Group 2 - Walmart's Q1 FY2026 financial report shows global net sales of $165.6 billion, with Walmart China net sales reaching $6.7 billion, a year-on-year increase of 22.5% [3] - Sam's Club, as one of Walmart's three main businesses, reported a same-store sales growth of 6.7%, a transaction volume increase of 4.8%, and a membership income growth of 9.6% in the first quarter [3]

6月13日，永辉超市（601933）第100家胖东来模式调改店即南京江宁万达店将开业！100家调改门店的 完成标志着永辉超市的含胖量持续上升，也意味着胖东来化逐渐成为永辉全国门店的"标配"。据了解， 永辉的胖东来模式调改进入规模化、系统化的阶段。未来，永辉将全面对标胖东来的商品品质和价格， 坚定走品质零售路线。(36氪) ...

Group 1 - Walmart (China) was fined approximately 279,965 yuan for selling substandard food products, specifically salted cashew nuts, highlighting ongoing food safety concerns in the retail sector [1] - The incident may lead to short-term consumer worries regarding Walmart's food safety and management capabilities, while long-term implications could drive improvements in supply chain management and food safety standards across the industry [1] Group 2 - The launch of the first "Lychee Special Train" in the Guangdong-Hong Kong-Macao Greater Bay Area represents a new approach to high-speed logistics for agricultural products, significantly enhancing transportation efficiency [2] - This initiative is expected to benefit the logistics sector and companies involved in cold chain transportation in the short term, while also indicating an upgrade in agricultural product distribution models that could increase value for farmers [2] Group 3 - Wanda Film announced a shareholder reward program, allowing eligible shareholders to purchase movie vouchers at a significantly reduced price, aiming to boost performance and reward investors [3] - The long-term effectiveness of this initiative will depend on the overall recovery of the film market [3] Group 4 - Fuzhou Tastin Catering Management Co., Ltd. increased its registered capital from approximately 1.03 million yuan to about 11.8 million yuan, reflecting rapid company growth and strong capital demand [4] - Future focus should be on how the company utilizes this capital increase to expand market share and enhance profitability in a competitive restaurant industry [4]

继4月1日，盒马X会员店上海宣布大场店、高青店、东虹桥店即将三店齐关后，5月30日盒马放弃了位 于北京的最后一家仓储式会员店；同一时期，永辉超市加速各地门店"胖改"却艰难推进；京东七鲜开出 上海首店后又推出"七鲜美食MALL"模式探索门店新出路。 深耕上海本地鲜食全产业链27年的清美集团，会用何种解法打开未来零售新赛道？ 一、回归生鲜本质，用"本地极鲜"链接消费者 零售行业新旧交替的阵痛下，上海本地生鲜之王清美集团却在此时躬身入局，推出"品上生活"自营超级 市场，强势拿下上海西郊百联购物中心、联洋大拇指广场、南方商城三家大店物业，预计于2025年7月 首店开业。 中国传统大超零售难以跟随消费新周期的重要原因在于缺乏高品控可复制的生鲜食品供应链。 随着百联、家乐福等超市纷纷关店，上海市民也在期待新的商超品牌填补市场空白。其中，清美集团早 已在上海布局以"自种、自养、自产、自销"的全产业链实现健康食品供给的模式： - 上海本地自建11000亩高标准数字化蔬菜种植基地，实现本地市场绿叶菜完全自给； - 浦东8大中央厨房工厂，实现鲜食自主生产，保障品质和安全； - 07:00 西郊百联店首单售出，从田头到顾客手中最快 ...