来源：中寻网 在行业一度热衷于速度扩张的背景下,好特卖近期的加盟拓展路径却显示出迥异的审慎色彩。通过设立 严格准入门槛与构建精细化运营支持体系,公司正着力于巩固现有规模的质量根基,为加盟商的长期稳定 经营构筑护城河。 同时,好特卖要求意向店铺需位于核心商场或邻近地铁的街铺,并对日均人流量提出了具体量化要求,通常 需达到四五千人次左右,且需进行实地测算。这一基于客观数据的选址模型,从源头上为门店的客流量奠 定了基础。 在加盟模式设计上,好特卖提供了"托管"与"自营"两类路径,但均置于公司统一的管理框架内。托管模式 由公司专业团队负责日常运营;自营模式虽给予加盟商更大的日常管理灵活性,但前提是必须通过总部组 织的系统化培训与考核,以确保核心运营标准得到贯彻。两种模式在适应不同投资需求的同时,致力于维 护品牌服务的整体一致性。 在达到千店规模后,好特卖通过聚焦高线市场、量化选址、强化培训支持等一系列措施,系统性地提升加 盟体系的整体质量与稳定性。这折射出其发展重心正向提升网络韧性与单店健康度方向转移。在竞争激 烈的市场环境中,这种对加盟生态的精细化管理与审慎拓展态度,为其可持续发展注入了更为确定的因 素。 好特卖的 ...

Core Viewpoint - The discount retail chain Haotemai is facing challenges with store closures in major cities and a slowdown in new franchise openings, indicating potential operational difficulties and increased competition in the discount snack market [2][4][11]. Group 1: Store Operations and Expansion - Haotemai has been reported to close stores in key urban areas such as Guangzhou, Changsha, Hangzhou, and Beijing, with a significant reduction in planned new store openings for 2025 [2]. - The company claims that the overall store closure rate remains below 5%, and the closures are part of a strategic decision rather than a halt in franchise opportunities [4]. - As of December 2023, Haotemai has approximately 954 stores, showing a marked slowdown in growth compared to previous years [8]. Group 2: Competitive Landscape - The discount snack sector is becoming increasingly competitive, with major players like Meituan, JD.com, and Hema entering the market, putting pressure on Haotemai's pricing and market share [8][11]. - Many of Haotemai's products are reported to have prices comparable to regular supermarkets, diminishing its competitive edge [11]. Group 3: Product Quality and Consumer Feedback - There have been numerous consumer complaints regarding product quality, including issues with expired or moldy snacks, which could harm the brand's reputation [14]. - The company has been expanding its product categories, particularly in beauty products, with the SKU proportion increasing from 10% to 14% and revenue share from 11% to 15% from 2020 to 2024 [18]. Group 4: New Business Ventures - Haotemai has ventured into the warehouse discount sector, opening its first super warehouse in Nanjing, which offers a wider range of products beyond snacks [19].

近日，知名折扣店好特卖被指全国多地闭店，部分城市的新加盟也被叫停。 据华夏时报报道，多地消费者在社交平台发信息称，好特卖正在陆续关闭其在核心城市的门店，涉及广州、长沙、杭州、北京等城市热门商圈。有消息 称，其2025年新增门店数量大幅回落至几十家规模，且部分城市已不接受新加盟商加入。 图：网友上传的好特卖门店闭店通知 据南方都市报，12月18日，好特卖方面对此表示，闭店是加盟商或直营店正常的经营选择，目前好特卖全年整体闭店率不超过5%。"主动放缓"是好特卖 稳步的发展策略，不是叫停加盟。 另据蓝鲸新闻，12月17日，有好特卖门店内部工作人员回应称，部分关店主要源于"商场租金问题、租约到期后的主动调整，或部分门店因经营不善导致 亏损"。 拿下5轮融资 四年开近千家门店 公开资料显示，好特卖成立于2020年，是一家主营折扣商品的连锁零售品牌。自成立以来，好特卖共获得5轮融资，投资方包括新进创投、魔量资本、金 沙江创投、云久资本、五源资本、嘉远资本等。 2020年4月，好特卖第一家线下门店开张。2021年至2022年间，好特卖全国疯狂拓店，成为"性价比"消费浪潮中的明星企业。 图：好特卖门店，来源：视觉中国 21世 ...

Core Viewpoint - The discount retail chain Haotemai is facing store closures in multiple cities, with new franchise applications being halted in some areas, indicating a significant slowdown in its expansion plans [1][2]. Group 1: Store Closures and Business Strategy - Haotemai is reportedly closing stores in major cities such as Guangzhou, Changsha, Hangzhou, and Beijing, with a projected reduction in new store openings to only a few dozen by 2025 [1][3]. - The company claims that the closure of stores is a normal operational choice by franchisees or direct stores, with an overall closure rate not exceeding 5% for the year [2]. - Internal sources indicate that closures are primarily due to issues like high rental costs, lease expirations, and poor performance of certain stores [2]. Group 2: Company Growth and Competition - Founded in 2020, Haotemai has rapidly expanded, opening nearly 1,000 stores within four years and securing five rounds of financing from various investors [3]. - As of December 18, 2025, the number of Haotemai stores is approximately 954, showing a noticeable slowdown in growth [3]. - The competitive landscape has intensified with major players like Meituan, JD.com, and Hema entering the discount snack market, increasing pressure on Haotemai's survival and growth [3]. Group 3: Product Pricing and Quality Issues - Haotemai's pricing for several snack products has lost its competitive edge, with prices comparable to those in regular supermarkets [4]. - Consumer complaints regarding product quality have surged, with reports of moldy and expired snacks being common on complaint platforms [6][10]. Group 4: Product Line Expansion - In response to competition, Haotemai has increased its focus on beauty products, with the SKU proportion rising from 10% to 14% and revenue share from 11% to 15% between 2020 and 2024 [11]. - The company has also ventured into the warehouse discount sector, opening its first super warehouse in Nanjing, which offers a wider range of products, although this model currently serves as a supplement to its main business [11].

每经编辑｜许绍航 2020年4月，好特卖第一家线下门店开张。2021年至2022年间，好特卖全国疯狂拓店，成为"性价比"消费浪潮中的明星企业。 图：网友上传的好特卖门店闭店通知 近日，知名折扣店好特卖被指全国多地闭店，部分城市的新加盟也被叫停。 据华夏时报报道，多地消费者在社交平台发信息称，好特卖正在陆续关闭其在核心城市的门店，涉及广州、长沙、杭州、北京等城市热门商圈。有消息 称，其2025年新增门店数量大幅回落至几十家规模，且部分城市已不接受新加盟商加入。 据南方都市报，12月18日，好特卖方面对此表示，闭店是加盟商或直营店正常的经营选择，目前好特卖全年整体闭店率不超过5%。"主动放缓"是好特卖 稳步的发展策略，不是叫停加盟。 另据蓝鲸新闻，12月17日，有好特卖门店内部工作人员回应称，部分关店主要源于"商场租金问题、租约到期后的主动调整，或部分门店因经营不善导致 亏损"。 拿下5轮融资 四年开近千家门店 公开资料显示，好特卖成立于2020年，是一家主营折扣商品的连锁零售品牌。自成立以来，好特卖共获得5轮融资，投资方包括新进创投、魔量资本、金 沙江创投、云久资本、五源资本、嘉远资本等。 图：好特卖门店，来源 ...

Core Viewpoint - The discount retailer HotMaxx is reportedly closing stores in several major cities and has halted new franchise agreements in some areas, indicating a significant slowdown in its expansion plans for 2025 [3][9]. Group 1: Store Closures and Franchise Changes - Multiple consumers have reported on social media that HotMaxx is closing stores in key urban areas such as Guangzhou, Changsha, Hangzhou, and Beijing [3]. - HotMaxx's official response states that the closure rate is below 5% for the year, attributing closures to normal business decisions by franchisees or direct stores, including issues related to rental costs and lease expirations [5][6]. - The company has confirmed a deliberate slowdown in franchise openings, focusing on core cities to strengthen brand presence and streamline supply chain management [5][6]. Group 2: Expansion and Market Context - In April 2023, HotMaxx had over 500 stores across 32 cities, with plans to add around 600 new stores that year. However, by mid-2024, the total number of stores reached 960, and projections for 2025 indicate a drastic reduction in new openings to just a few dozen [9]. - The discount retail sector, which saw rapid growth from 2020 to 2022, is now facing intense competition and market saturation, leading to a consolidation phase where many brands are being eliminated [9]. - The shift in the discount retail landscape is characterized by a transition from aggressive expansion to a focus on efficiency and supply chain management, marking a significant change in industry dynamics [9].

2025年，实体零售业态持续快速演变。近日，扎根在一线城市的折扣品牌好特卖被传出在广州、长沙、 杭州、北京等核心城市陆续关店的信息，并且放缓了开店节奏，部分城市不接受新加盟商加入。今年以 来，折扣业态迅速崛起并成为实体零售的焦点。美团、京东、盒马等互联网与零售巨头纷纷入局，物 美、中百集团等传统商超也加速切入赛道。在愈发激烈的市场竞争中，以临期商品起步的好特卖，正面 临多方挤压，增长压力日益凸显。 针对这些消息，好特卖官方回应媒体称，闭店是加盟商或直营店正常的经营选择，目前全年整体闭店率 不超过5%。对于部分城市新加盟叫停，好特卖表示，加盟节奏确有主动放缓，但这是好特卖稳步的发 展策略，而非叫停加盟。 公开资料显示，好特卖成立于2020年，开设初期，主要以售卖临期食品起家，目前已成为一家主营折扣 商品的连锁零售品牌。根据天眼查，其母公司上海芯果科技有限公司已获得5轮融资，投资方包括五源 资本、嘉远资本和云九资本等，不过最近一次融资发生在2021年8月16日。 2023年4月，好特卖正式开放加盟，时至今日，根据官网，其全国门店数量不过1000+。从折扣业态来 看，好特卖这个门店数量在行业内并不出众，具有折扣性质 ...

近年来,中国消费市场呈现出显著的分层与多元化趋势。行业观察指出,消费者对折扣零售的需求不断增 加,市场上随之涌现出众多折扣店品牌。在这条蓬勃却又拥挤的赛道中,好特卖作为较早入局的代表性企 业,其如何在日益激烈的竞争中巩固自身地位、打造差异化优势,成为业界关注的焦点。 面对这一课题,好特卖联合创始人张宁给出的答案,指向了产业链上游的深度耦合。他认为,核心在于深化 与品牌的共生关系,通过服务驱动供应链创新与尾货管理效率的提升。在张宁看来,折扣零售的长期竞争 力,根植于对上游供应商的深度服务能力。只有持续为品牌方解决其在产品创新、市场试水过程中产生 的尾货处理需求,提供高效、可靠的库存消化渠道,才能构建起稳定且优质的货品供给体系。这一"以服务 换货源"的逻辑,正成为好特卖商业模式运转的关键轴心。 这一模式在实践中形成了紧密的正向循环。在服务品牌端,好特卖凭借专业的尾货数据管理与流通能力, 帮助合作品牌降低了创新试错成本,释放了因市场不确定性带来的产能冗余压力。同时,借助其广泛分布 于一线及新一线城市的门店网络,品牌得以高效触达追求性价比的年轻消费群体,实现了在非核心客群中 的市场渗透与品牌曝光。这使好特卖从单纯的采 ...

好特卖官方对媒体回应称，闭店是加盟商或直营店正常的经营选择，目前好特卖全年整体闭店率不超过 5%。"主动放缓"是好特卖稳步的发展策略，不是叫停加盟。 近日，折扣零售品牌"好特卖"被曝陆续关闭在广州、长沙、杭州、北京等核心城市的门店，并且放缓了 开店节奏，部分城市暂停开放加盟。 这则消息，让好特卖模式的困境，再次被放置在聚光灯下。 01 好特卖的"千店"门槛 在社交媒体平台上，的确有不少用户发帖表示附近商圈的好特卖门店关闭，不过同时也有好特卖门店闭 店是与搬迁有关。根据极海品牌监测，好特卖近90天新关25家，近90天新开49家。 不过从整体数据来看，好特卖门店增长的确已陷入停滞。根据极海品牌监测，好特卖营业中的门店为 954家。好特卖联合创始人张宁曾公开透露，截至2024年6月，好特卖门店数为960家，2024年7月已"逼 近千家"。 也有好特卖招商加盟人员对媒体表示，确实有部分城市关闭了加盟门店，主要因下沉市场反应不好，加 盟商回本不理想。 好特卖的发展路径，可谓国内"软折扣"零售行业的一个缩影。所谓"软折扣"，是指零售商通过销售临期 商品、包装瑕疵品、库存尾货、渠道专供品等特殊货源，来实现比正常市场价格更低 ...

Core Viewpoint - The discount retail brand "Hao Te Mai" is facing challenges as it closes stores in major cities and slows down its expansion, with the official response indicating that the closure rate is below 5% and is part of a strategic decision for steady development [1][2]. Group 1: Store Operations and Growth - "Hao Te Mai" has closed 25 stores and opened 49 stores in the last 90 days, indicating a stagnation in overall store growth, with 954 operational stores currently [3]. - The company aims to reach 960 stores by June 2024 and is approaching the milestone of 1,000 stores [3]. - Some franchise stores have closed due to poor performance in lower-tier markets, affecting the return on investment for franchisees [4]. Group 2: Business Model and Financial Performance - The "soft discount" model relies on selling near-expiry goods and excess inventory, achieving higher gross margins of 25%-30% compared to 15% for "hard discount" models [5][4]. - "Hao Te Mai" reported a revenue of 3.64 billion yuan in 2023, a 51.5% year-on-year increase, with a store count growth of 63% to 815 stores [9]. - The projected revenue for 2024 is 4.85 billion yuan, reflecting a slower growth rate of 33.4%, with a store count increase of 15.3% [9]. Group 3: Supply Chain and Quality Control Issues - The supply chain for "Hao Te Mai" heavily relies on low-cost near-expiry goods, with 60% of inventory being excess stock from brand partners [11]. - The reduction in available excess inventory due to improved stock management by brands and increased competition in the "soft discount" sector poses a risk to the business model [12][13]. - Quality control issues have arisen, including complaints about expired products and counterfeit goods, which have led to negative consumer experiences and raised concerns about the company's supply chain management [15][18][20].