7月11日下午，郑州金水区国基路与丰庆路交叉口的信万广场负一层，永辉超市内人头攒动。熟食区飘散着现制美食的香气，顾客休息区里几位市民正用微 波炉加热餐食，收银台前，年轻人推着满满当当的购物车排队等候结账。 这家于2024年6月19日完成"胖东来模式"调改的永辉超市，作为全国首家调改门店，开业当天创下188万元销售额，是调改前日均销售的13.9倍。 如今一年过去，这场始于郑州的商业变革已扩展至全市六家门店，并蔓延至全国。 变革密码：郑州缘何成为调改"主战场" 选择河南郑州作为全国调改首站，背后有着严谨的商业逻辑。 "河南是永辉的核心区域，郑州更是永辉全国布局中极具战略意义的城市。" 永辉超市华中中心标品负责人袁引直言，郑州拥有超千万常住人口和辐射中原 经济区的消费能力。同时，许昌与郑州的"一小时经济圈"区位优势，为胖东来团队的深度指导提供了不可替代的便利性。 郑州的消费动能更是为调改提供了核心支撑。2024年，郑州全市社会消费品零售总额达5884.6亿元，同比增长4.7%，在中部六省省会城市中，位居中部消费 第二城。 值得关注的是，郑州市统计局发布的最新数据显示，今年1月至5月，全市社会消费品零售总额达2763 ...

以下文章来源于晚点LatePost ，作者晚点团队 晚点LatePost . 晚一点，好一点 去年5月，永辉超市创始人张轩松带队一百多人去许昌学习胖东来。到现场，让很多人最意外的不是 胖东来招牌一般的服务、员工福利，而是他们发现胖东来只有十来间超市，拿很多商品的价格却比自 己低——永辉当时还有上千间门店、销售额在全国商超排第一。 一家食品品牌几年前第一次接待胖东来的采购人员，当时它还不太有名，不是后来的商业乌托邦。对 接人根本没听过这个牌子，只是被 "不退不换，裸价采购" 的友好采购条件所打动，同意进许昌试一 来源丨晚点LatePost（ID：postlate） 作者丨 沈方伟 编辑 丨王姗姗 黄俊杰 图源 丨 胖东来官网 下，结果大出意料，自己的产品进了胖东来，销量甚至超过很多一二线的新零售超市。现在他们意识 到，进了胖东来就赢得了一整个城市。 许昌市城镇人口250万，去年当地消费零售总额1160亿元，当中有超过1/10花在胖东来的6家综合商 场和4家中型社区超市。如果排除汽车这样的大消费，当地消费开支可能有近两成在胖东来发生。在 全中国应该再也找不到第二家企业能如此深入而彻底地独霸一个城市的消费。 许昌城 ...

Group 1 - Walmart is piloting a "dark store" model in Dallas and Bentonville to optimize order fulfillment efficiency, focusing on high-frequency items for quicker sorting and dispatch [1] - By Q1 2025, 30% of Walmart's online orders will be eligible for one or three-hour delivery, with a goal to cover 95% of U.S. consumers by the end of 2025 [3] - The CFO noted a 20% increase in order density per vehicle due to the expansion of in-store fulfillment, with expedited services contributing over 30% of online orders [3] Group 2 - The acceleration of local fulfillment network construction by Walmart indicates higher demands on supply chain responsiveness, restocking capabilities, and SKU structure [4] - By June 2024, Walmart's InHome delivery service will cover over 50 markets, reaching 45 million households [5] - New prescription delivery services will be introduced by October 2024, including a 30-minute expedited option [5] - By April 2025, same-day delivery services will be expanded to an additional 12 million households using new mapping technology [5] - Drone delivery will be launched in five cities in the southeastern U.S. by June 2025 [5]

文 | 白杨 2025年7月4日，曾被誉为"民营超市第一股"的人人乐正式从深交所摘牌，结束了其15年的资本市场生 涯。 图 片来源：人人乐官网 停牌前最后一个交易日，其股价定格在0.36元/股，总市值也从巅峰期的约136亿元萎缩至约1.58亿元， 这家老牌零售企业28年的兴衰轨迹在财务数据中清晰可见。 比优特崛起：区域零售探路新模式 与人人乐的落幕形成鲜明对比，黑龙江本土零售企业比优特正加速扩张。自2025年6月18日起，黑龙江 地区的比优特迎来一波开店潮，37天内集中开出14家新店。6月18哈尔滨学府凯德店开业；7月2日大庆 三家门店同开；7月7日进驻哈尔滨松北区的首家门店融创茂店开业；7月10日齐齐哈尔首店落户万达广 场。 这些门店中，大部分为接手永辉超市关闭的门店，此轮扩张后，比优特在东北三省门店布局将迎来新局 面：黑龙江50家、辽宁38家、吉林7家，总数达95家。比优特战略运营部部长刘文亮表示："这波集中开 店结束后，比优特超市'已开+落定'门店数量总和已经达到了100家，在排除闭店和异常因素下，百店目 标即可实现。" 比优特的崛起并非偶然，得益于两大核心策略。面对同样的市场环境，它建立强大供应链体系 ...

Core Viewpoint - The retail industry is increasingly shifting towards hard discount models, with companies like Zhongbai Group and Wumart actively participating in this trend to meet consumer demands for lower prices and essential goods [1][2][6]. Company Developments - Zhongbai Group has opened its first discount store, Zhongbai Warehouse Wuhan Lidu International Xiaobaihui, focusing on community and family needs with a hard discount and livelihood product model [2][4]. - The store covers over 600 square meters and offers more than 2,000 SKUs, with prices 20% to 30% lower than market rates for essential items [2][3]. - Zhongbai plans to replicate this model, aiming to open five similar stores within the year, emphasizing a strategy of centralized procurement and regional adaptation [3][4]. Industry Trends - The hard discount model is gaining traction among various retailers, including Wumart and Jiajiayue, as they adapt to changing consumer preferences and competitive pressures [6][10]. - The model emphasizes simplified supply chains, low-cost operations, and a focus on high-frequency essential items, with stores typically having fewer than 1,000 SKUs and operating in smaller spaces [6][7]. - The shift towards hard discounting is driven by the need for efficiency in operations and supply chains, as traditional supermarkets face challenges in management complexity and cost control [8][9]. Competitive Landscape - Companies are differentiating themselves through unique strategies, such as Zhongbai's focus on hard discount and essential goods, which helps enhance inventory turnover and capital efficiency [3][6]. - The hard discount sector is expected to grow significantly, with potential market space reaching nearly 700 billion yuan if penetration rates align with global averages [10]. - The competitive environment is characterized by both established players leveraging existing supply chains and new entrants with tailored supply models, each bringing distinct advantages to the hard discount market [10].

"哇，这还是我们认识的清美吗？" 今天（7月9日） 清美集团全新打造的 自营超市"品上生活"上海首店 在长宁区百联西郊购物中心B2层 开门迎客 这家占地约5000平方米的超市，不仅是清美集团的全新业态，更依托集团多年的全产业链和本地供应链优势，为上海市民带来 一场聚焦家庭消费的生鲜消费新体验，标志着这一有着27年历史的上海本土品牌迈出高质量发展的关键一步。 昨天是超市探营日，新民晚报记者走进"品上生活"，丰富的商品品类与清晰的区域划分让人眼前一亮。超市涵盖蔬菜、肉品、 水产、豆坊、烘焙、炒货、熟食、零食、果切、鲜花等多个区域，商品数量超6000种。同时，12大明厨档口提供800余种现制商 品。 作为主打生鲜产品的超市，"品上生活"以"自种、自养、自产、自销"为显著特色，80%的生鲜商品实现自营，既保证了产品品 质的稳定，又以亲民价格回馈消费者。这背后，是清美强大的供应链体系在支撑。集团上海数字化高标准绿色农业基地已达 11000亩，定向种植农业基地更是扩展至50万亩，日产各类绿色蔬菜300多吨。超市所售蔬菜在基地完成包装和分拣后，通过自 营冷链车直送，从农田到货架最快仅需2小时，最大程度锁住新鲜。 肉品区的热 ...

电动自行车停车供需矛盾突出，现有停放设施难以满足需求 数量庞大的电动自行车，给市民出行带来了巨大便利，但越来越多的违停电动自行车也给城市治理带来 了巨大挑战。 交通部门研究发现，导致这些问题出现有多方面原因，由于电动自行车停车供需矛盾突出，现有的停放 设施难以满足市民的停车需求，部分产权单位没有开放停放设施并做好秩序管理，主体责任落实不到 位。同时，市民规范停放停车的习惯尚未养成，市民交通安全意识有待加强，对电动自行车停放的法规 不了解或不重视。此外，执法制度不够健全，现有法规对电动自行车违停行为的处罚规定还不够完善， 执法难度较大。 随着市民绿色出行意识的提高，电动自行车以其低成本、高便捷的特点获得了越来越多市民的青睐，北 京市电动自行车的骑行比例也已超过了人力自行车。但电动自行车的乱行、违停问题也给城市治理带来 了巨大挑战。 近年来，交通部门持续拓展电动自行车的停车资源。 对此，北京市交通委、市公安交管局正深入开展电动自行车专项治理行动，持续拓展电动自行车的停车 资源，64个重点点位完成治理，增设非机动车停车位2.35万个，交管部门通过增派警力、图像识别等方 式，严查各类骑行违法行为。 朝阳区交通委会同麦 ...

Core Viewpoint - The recent launch of "Farmer Spring Pure Transparent Edible Ice" by Sam's Club has sparked significant consumer debate over its pricing, with a 2 kg pack priced at 22.8 yuan, leading to discussions about value and cost-effectiveness in the market [1][5]. Group 1: Product Pricing and Consumer Reaction - The 2 kg ice pack priced at 22.8 yuan has been criticized by some consumers as overpriced, with calculations suggesting that the cost equates to approximately 5.7 yuan per 500 ml bottle of water used to make the ice [1][5]. - Some consumers defend the pricing, arguing that the production process adheres to food safety standards and that the price is reasonable given the unique production method [1][5]. - Social media reactions are mixed, with some users questioning the target audience for such a product and others expressing dissatisfaction with its perceived value [9][12]. Group 2: Production and Technology - Sam's Club has stated that the ice product is a custom item made specifically for their stores, with pricing determined through negotiations with suppliers [5]. - The ice is produced using a special slow-freezing technique that takes 24 to 32 hours, resulting in a product that melts 20% slower than standard ice, making it suitable for prolonged cooling in summer [5][9]. Group 3: Market Trends and Competition - The introduction of this ice product has led to a surge in demand, with reports of it selling out quickly [13]. - Other companies, including dairy brands like Yili and Mengniu, as well as retailers like Hema and Lawson, have also entered the ice market, indicating a growing trend in the industry [13]. - The competitive landscape is tightening, with price reductions observed in similar products; for instance, Hema's 160g edible ice cup saw its price drop from 4.9 yuan in July 2022 to 2.5 yuan by June 2025, reflecting a significant decrease in profit margins [15].

2025.07. 08 不仅是农夫山泉在售卖价格并不便宜的冰块。近日，记者通过走访各渠道了解到，目前市面上的冰块 大多数的价格都是相同重量饮用水的1-3倍。 那么，为什么相同重量的冰块比水贵得多呢？ 本文字数：1047，阅读时长大约2分钟 7月7日，据媒体报道，山姆客服中心一名工作人员表示，该产品为农夫山泉专供山姆渠道的定制商 品，定价由采购部门与供应商协商确定。其表示，该冰块制作工艺技术特殊，采用24至32小时超低 速缓慢冻结工艺。相较普通流水制冰工艺，该冰块在相同环境下融化速度可降低20%，因此更适用 于夏季长时间保冷场景。 作者 | 第一财经 揭书宜 近日，有消费者反映山姆会员商店上架的"农夫山泉纯透食用冰"定价过高，2公斤规格售价22.8元。 有消费者计算后发现，冻2公斤冰块需4瓶500毫升的农夫山泉瓶装水，22.8元相当于每瓶水售价约 5.7元。 也有消费者觉得划算，毕竟省去了买水、冻冰块的麻烦。更关键的是，有人做冰咖啡时亲测，这冰块 确实比自制的冰融化得慢。 也就是说，不同的冰块的融化速度可能受里面气泡含量的影响。 《2025中国都市消费行为白皮书》显示，冰杯销量连续两年增速300%，一线城市人均 ...

Group 1 - The price of ice is significantly higher than that of water due to increased costs in labor, electricity, storage, and transportation, along with any special production process fees [1][8] - Consumers have noted that the "Farmer Spring Pure Transparent Edible Ice" sold at Sam's Club is priced at 22.8 yuan for 2 kilograms, which is equivalent to approximately 5.7 yuan per 500ml bottle of water [1] - The ice blocks are marketed as having a slower melting rate compared to homemade ice, which is a selling point for consumers [1][6] Group 2 - The ice blocks are produced using a special freezing technique that takes 24 to 32 hours, resulting in a 20% slower melting rate compared to standard ice [6] - Market research indicates that the price of ice blocks generally ranges from 1 to 3 times the price of the same weight of drinking water [2] - The cost structure of ice production varies, with "bar ice" being more expensive due to higher labor costs, while "machine ice" is cheaper, primarily due to lower electricity and storage costs [8] Group 3 - The demand for ice products is increasing, with a reported 300% growth in ice cup sales over the past two years, and urban consumers in first-tier cities consuming an average of 48 ice cups annually [9]