2月20日，坡子街，游客与"长沙"合影。 2月20日，解放路一机器人便利店吸引游客观看购物。 2月20日，解放路一机器人便利店吸引游客观看购物。 2月20日，正月初四，长沙五一商圈街头巷尾节日氛围浓厚，新兴景点与传统景点皆人气火爆。 2月20日，东茅街茶馆，春节假期人气火爆。 2月20日，白果园巷，游客合影打卡。 2月20日，白果园巷，两位游客在最美街角留影。 ...

JBB BUILDERS(01903)近期公布，于2026年1月29日，该公司拟向厦门见福连锁管理有限公司收购成都 市见福便利店管理有限公司100%股权权益，总代价为人民币1.2亿元。 香港联交所最新资料显示，2月13日，JBB BUILDERS(01903)股东将股票存入中国国际证券，存仓市值 7507.60万港元，占比5.48%。 ...

上海600多家便利店 全面恢复代收水电煤费用 "可的便利"是"光明商业供应链"旗下的便利店品牌之一。解放日报报道刊发后，光明商业供应链第一时间予以了回应，并完成 了收银系统的更新，春节前全面恢复了水电煤费用的代收业务。 2月12日下午，记者回到兰溪路近曹杨路路口的可的便利店回访。便利店门口，一块塑封的卡片纸张贴在玻璃门上抬头所见处。 这是一份"便民告示"，上面写有"本店代收代缴公共事业费"字样，下方则罗列出了电费、水费、燃气费和有线电视4类费用的代 收范围。随着告示的贴出，便利店已经恢复了代收服务，"可的光大代收付"的业务入口也出现在了收银柜台的Pos机上。记者拿 来一张账单测试，Pos机已能正常识别账单，并显示出账单已经缴纳的状态。 收银员用POS机扫描记者手里的账单，页面上提示"哎呦，好像出错了"。 从去年10月起，本市"可的便利"在内的不少便利店因收银系统升级而暂停了水电煤费用代收业务，给一直依赖线下渠道付费的 老人们带来了极大的不便。长时间不能恢复，也让老人们对这项为老服务是否能维持下去感到担忧。 现在 最新消息传来 ↓ 除了"可的便利"之外，"便民告示"上方还罗列出了"好德便利"、"良友便利"、"B ...

Core Viewpoint - JBB Builders International Limited plans to acquire 100% equity of Chengdu Jianfu Convenience Store Management Co., Ltd. from Xiamen Jianfu for 120 million RMB, aiming to diversify its revenue sources and enter the convenience store business [1][4]. Group 1: Acquisition Details - The acquisition will allow JBB Builders to leverage Chengdu Jianfu's existing network, store locations, and supply chain resources [1]. - Chengdu Jianfu will become a wholly-owned subsidiary of JBB Builders, with its financial performance, assets, and liabilities incorporated into JBB Builders' financial statements [1]. - The acquisition price is still subject to negotiation between the parties, indicating a smooth discussion process [1]. Group 2: Xiamen Jianfu's Background - Xiamen Jianfu, founded in 2006, is a leading convenience store brand in China, ranking 11th in the 2024 Convenience Store Industry Top 100 with 3,035 stores, an increase of 514 stores from 2023 [2][4]. - The company operates over 3,000 stores across several provinces, with more than 2,500 in Fujian alone [4]. Group 3: Chengdu Jianfu's Performance - Chengdu Jianfu operates 65 direct stores and 30 franchised stores, offering a wide range of products to meet consumer needs [4]. - The financial performance of Chengdu Jianfu has been underwhelming, with projected revenues of 197 million RMB in 2024 and a net loss of 26.55 million RMB, but a forecasted recovery in 2025 with revenues of 161 million RMB and a net profit of 1.1 million RMB [5][7]. Group 4: Performance Guarantees - The transaction includes a profit guarantee, where Xiamen Jianfu commits to ensuring Chengdu Jianfu achieves a minimum audited net profit of 10 million RMB for the fiscal years 2026 and 2027 [7]. - If the profit targets are not met, Xiamen Jianfu must compensate the difference, with a maximum annual compensation of 10 million RMB [7]. Group 5: Strategic Implications - The sale is seen as a strategic move for Xiamen Jianfu to optimize its financials and focus on core regions, potentially paving the way for an IPO [8][14]. - The convenience store industry is shifting towards regional specialization, with a focus on supply chain efficiency and community services, making smaller, strong regional players more viable than larger, dispersed national brands [8][10].

央视网消息：当春节返乡的列车驶入县城站台，人们发现曾经的"小镇商业"已悄然换上新颜。连锁便利店、智能健身房、品牌餐饮，这些城市 里的消费业态如今正加快向乡镇下沉。消费品质的升级重塑着小镇的生活方式，点亮了乡土年味。 这几天，福渡镇CBD里年味渐浓，停车场里满满当当。琳琅满目的年货大集、烟火升腾的各地美食、精彩纷呈的民俗展演，吸引了周边大量 居民前来消费、体验。联通数智智慧足迹数据显示，这家商场每天约有3500人进出，最远的客流来自10公里之外，原本分散的消费需求被集中 到这个乡镇新地标。 从商场出发，过了马路就是连片的工业园区，很多新的大楼还在生长。最近几年，无为市打造县域富民产业，新能源新材料、食品加工等产业 集群在福渡镇加速形成。看好家乡的新机遇，在外打拼多年的公路村村民陈涛回乡入职这家新材料厂。在他眼里，他的家乡一天一个样。 2021年以来，福渡镇新增了2万多个就业岗位，吸引外来务工人口的同时，7000多名像陈涛这样曾经外出务工的村民选择回到家乡，福渡镇人 均可支配收入5年间增长近50%。消费能力提升了，吸引各类商业主体不断下沉乡镇市场。 美发师张勇表示，现在周边来的人不少，最远到中心小学那边，离这里大 ...

Core Viewpoint - JBB Builders has signed an agreement to acquire Chengdu Jianfu Convenience Store Management Co., Ltd. for RMB 120 million, marking a strategic entry into the retail sector despite its primary focus on construction and engineering [1][3][4]. Group 1: Acquisition Details - The acquisition will allow JBB Builders to integrate Chengdu Jianfu as a wholly-owned subsidiary, bringing its assets, liabilities, and performance into the company's financial statements [1]. - JBB Builders views Chengdu Jianfu as a mature investment opportunity, leveraging its existing store network and supply chain to diversify revenue streams [3][4]. - The purchase price of RMB 120 million effectively buys an operational convenience store business, enabling JBB Builders to start retail operations immediately [4]. Group 2: Strategic Implications for Jianfu - The sale of Chengdu Jianfu represents a strategic retreat for Xiamen Jianfu, which has over 3,000 stores nationwide but is focusing on consolidating its core operations in more profitable regions [6][8]. - The transaction includes a performance compensation agreement, where Xiamen Jianfu guarantees a minimum audited net profit of RMB 10 million for Chengdu Jianfu in 2026 and 2027, indicating a higher profit threshold than historical performance [8][11]. - The sale allows Xiamen Jianfu to liquidate assets in a less profitable region, potentially reallocating resources to strengthen its market position in its home base of Fujian [6][11]. Group 3: Market Context and Future Considerations - The convenience store sector is experiencing a shift towards profitability and operational efficiency, with companies facing pressure to demonstrate sustainable business models rather than just scale [14][16]. - The sale of Chengdu Jianfu may be seen as a strategic move to enhance financial health ahead of a potential IPO, as it removes a significant loss-making entity from the balance sheet [13][17]. - The future operational integration of Chengdu Jianfu under JBB Builders remains uncertain, with questions about branding and management strategies post-acquisition [19][20].

某位在华南某省会城市经营日系便利店的加盟商，最近把店里的咖啡机挪到了仓库最深处。在这之前，他经历了长达两年的"咖啡补贴战争"。在总部的 KPI考核下，他必须配合外卖平台参与"全场9.9元"甚至"8.8元拿铁"的促销。 对无数个"某位加盟商"而言，2026年的春天并没有带来便利店行业预想中的复苏，只有愈发干瘪的钱包和不断缩短的同店增长曲线。 根据中国连锁经营协会（CCFA）在不久前发布的最新摸底调查结果显示，2025年，全国便利店门店净增数量仅为7572家，相比2024年的9570家出现了断 崖式下滑；更残酷的数据是，58.9%的企业净利润率被死死压制在-5%至5%的窄区间内，这一比例比一年前提高了10.6个百分点。 在这场名为"便利"的博弈中，超过半数的店主是在"悬崖边跳舞"。 "9.9元"烧穿账本 便利店曾是抗周期的"现金奶牛"，但在2026年，这头"奶牛"正因为过度参与餐饮价格战而加速失血。 他算出了一笔细账：一杯售价9.9元的拿铁，扣除5.7元的原料成本、1.5元的包材费、1.9元的人工摊销以及0.2元的水电费，毛利仅剩0.6元。而这还没算上 平均每杯1.8元的房租成本。 "每卖出一杯，我其实是在倒贴一 ...

Core Viewpoint - A total of 23 stores from six well-known chain brands in China closed between February 2 and February 8, 2026, indicating a significant trend of store closures across various sectors [4]. Group 1: Store Closure Overview - The restaurant sector experienced the highest number of closures, with 11 stores shutting down, including at least 2 from Awen Soup Dumplings in Beijing and 9 from Shanghai Xiaonan Guo in Shanghai [6]. - The supermarket sector saw 2 closures, specifically from Wumart Supermarket and China Resources Vanguard, with Wumart operating for 8 years and China Resources for 16 years [6]. - In the convenience store sector, FamilyMart closed at least 3 stores, all located in Nantong [6]. - The home goods sector accounted for 7 closures, all from IKEA, with stores in cities like Shanghai, Guangzhou, and Harbin shutting down [6]. Group 2: Reasons for Closures - The closures in the restaurant sector, particularly for Shanghai Xiaonan Guo, were abrupt, with customers unable to retrieve deposits for New Year's Eve dinners and employees reporting unpaid wages for several months [6]. - IKEA's large-scale store closures are attributed to multiple factors, including changing consumer habits favoring online shopping, a downturn in the real estate market reducing home decoration demand, and IKEA's strategy to optimize its business model by closing inefficient large stores and focusing on smaller community outlets and online channels [6]. - IKEA China announced a shift from expansion to targeted development, planning to open over ten small stores in key markets like Beijing and Shenzhen within the next two years, including new stores in Dongguan and Tongzhou [7].

Core Insights - The article highlights the launch of the "免单卡" (Free Order Card) by Qianwen APP, which allows users to purchase New Year goods from various retailers, including Hema and Tmall Supermarket, facilitating one-stop shopping for festive items [1][3] Group 1 - The Qianwen APP enables users to make specific requests like "buy a box of milk" or "get a box of eggs from Hema," and it can select suitable products from a vast inventory for immediate delivery [3] - Qianwen has integrated with Tmall Supermarket and Hema through Taobao Flash Purchase, covering a wide range of high-frequency categories such as grains, snacks, personal care, and household cleaning [3] - Tmall Supermarket is noted as the first nationwide AI supermarket, operating continuously during the Spring Festival, with major chains like RT-Mart, Walmart, and Yonghui maintaining an 80% operational rate during this period [3] Group 2 - The "春节30亿大免单" (Spring Festival 3 Billion Free Order) campaign launched on February 6 has gained significant traction online and has been extended until February 28 [3]

Core Viewpoint - Casey's General Stores, Inc. (NASDAQ:CASY) is recognized as one of the best long-term low-risk stocks to invest in, with positive outlooks from multiple financial institutions [1]. Group 1: Price Target Increases - KeyBanc Capital Markets raised its price target for Casey's General Stores to $680 from $650, maintaining an Overweight rating due to an improving business outlook [2]. - RBC Capital Markets also increased its price target to $662 from $591 while keeping a Sector Perform rating, citing stronger gas margins and stable demand as key factors supporting their positive view [3]. Group 2: Financial Performance - The company's diluted earnings per share reached $5.53, with net income rising to $206 million, reflecting a 14% year-over-year increase for both metrics [4]. - EBITDA for the company was reported at $410 million, marking a 17.5% increase compared to the previous year [4]. Group 3: Business Operations and Strategy - Continued strength in prepared foods and dispensed beverages was noted, with positive customer responses to new menu items and promotional activities [5]. - Improvements in grocery and general merchandise margins were attributed to higher store traffic and effective merchandising strategies [5]. - The disciplined execution of the fuel strategy, along with a strong in-store offering, resulted in a fourth consecutive quarter of growth in fuel gallons sold [5]. Group 4: Company Overview - Casey's General Stores operates approximately 2,900 convenience stores across 19 states, providing self-service fuel, everyday grocery items, and a wide selection of freshly prepared food [6].