文 |《BUG》栏目 张俊 学习胖东来模式后，永辉超市 内向胖东来致敬的标语 "满天飞"，但其 依然未能摆脱亏损 的命运。 永辉超市日前发布公告称，预计 2025年净亏损将达21.4亿元，这已经是其连续第5年亏 损。亏损主因是门店调改的资产报废、一次性投入及停业装修损失超12亿元。 在进入超市前，通道两侧就可以看到诸多颇具胖东来风格的口号，比如 "希望每个人都成为 太阳，勇敢地释放温暖和热量"，"让自己的灵魂从束缚中走向光明和个性"。在超市内，这 样的标语也随处可见，"永辉超市从心出发， 坚定 学习胖东来模式走品质零售路线 "，"我 们大多是新员工，技能还不成熟，服务有不周到的地方请您谅解，我们会加快成长"。 据超市工作人员介绍，调改后永辉超市的商品、人员、服务等方面都向胖东来看齐。《 BUG》栏目看到，在超市内有一处推荐区，专门陈列胖东来自有品牌商品，包括饮料、酒 水、食用油、洗衣液、湿纸巾等多个品类。工作人员称，胖东来专区的商品在价格上与胖东 来超市是一样的。 在胖东来自有品牌专区，永辉超市还专门树立了一个告知书，称永辉超市全国调改门店对胖 东来商品实行限购，以打击代购行为，发现有哄抢商品、利用商品牟利、 ...

Core Viewpoint - Albertsons Companies, Inc. is facing challenges in its sales growth and earnings outlook due to external factors such as food disinflation and changes in government benefits, while also experiencing some strengths in its pharmacy business [2][3][5]. Financial Outlook - Albertsons forecasts identical sales growth for the full year to be between 2.2% and 2.5%, slightly lower than its previous guidance of 2.2% to 2.75% [6]. - The company expects adjusted net income to be in the range of $2.08 to $2.16 per Class A share, compared to the earlier range of $2.06 to $2.19 [6]. Market Conditions - Deutsche Bank has resumed coverage of Albertsons with a Hold rating and a price target of $18, indicating a mixed outlook for 2026 influenced by food disinflation and consumer behavior focused on value [2]. - The company noted that disruptions in SNAP benefits during Q3 reduced identical sales by approximately 10 to 20 basis points [4]. Business Performance - Despite challenges, Albertsons' pharmacy business showed strength due to demand for immunizations and GLP-1 therapies, which helped mitigate some negative impacts from SNAP disruptions [5]. - Consumer behavior is shifting towards cheaper products, particularly among low- and middle-income groups, as inflation remains high [5].

Core Points - Innovative Food Holdings, Inc. (IVFH) announced the timing for an investor call to discuss its third quarter 2025 financial results [1] - The financial results will be published on November 14, 2025, and the investor conference call is scheduled for November 17, 2025, at 4:00 PM Eastern Time [2] - Participants can join the call online or by phone, and a Q&A segment will follow the prepared remarks [2] Company Overview - Innovative Food Holdings, Inc. specializes in gourmet specialty foods, connecting artisan food makers with professional chefs across the nation [3] - The company focuses on providing unique food products that are hard to find and are aligned with current food trends [3]

Core Insights - Economic challenges are impacting both businesses and consumers, leading to store closures and job losses [1][2] - The average net profit margin for food retailers is extremely low at 1.7%, making it difficult for supermarkets to remain profitable [3] - United Natural Food, Inc. (UNFI) is closing four Shoppers Food supermarkets in Maryland as part of a strategy to address financial difficulties [4][5] Business Challenges - Many supermarket retailers and convenience store chains have faced declining sales, higher operational costs, and increased tariffs, resulting in closures and bankruptcies [2][3] - Traditional supermarkets are struggling to compete with digital rivals, further exacerbating their financial challenges [3] UNFI's Actions - UNFI is closing a total of eight Shoppers stores this fall to reorganize its business and improve financial stability [4] - The company plans to support employees affected by the closures by facilitating transfers to other locations [6][8] - The recent closures in Maryland follow previous closures of four additional Shoppers stores in the state [9]

Summary of Key Points Core Viewpoint - The recent food safety inspection in Shenyang's Huanggu District revealed that out of 155 batches tested, 150 were compliant while 5 were found to be non-compliant, leading to legal actions against the involved businesses [1]. Group 1: Inspection Results - A total of 155 batches of food products were inspected, covering 20 categories including grain products, canned goods, beverages, condiments, restaurant food, and agricultural products [1]. - 150 batches were deemed compliant, resulting in a compliance rate of approximately 96.77% [1]. - 5 batches were identified as non-compliant, with specific issues related to pesticide residues exceeding the national safety standards [1]. Group 2: Non-Compliant Products - The non-compliant products included: - Bananas with a pesticide residue of 0.037 mg/kg, exceeding the standard of 0.02 mg/kg [1]. - Mangoes with residues of 0.15 mg/kg and 0.23 mg/kg for different pesticides, surpassing the allowable limits of 0.05 mg/kg and 0.1 mg/kg respectively [1]. - Sweet peppers with a residue of 0.15 mg/kg, exceeding the standard of 0.05 mg/kg [1]. - Sweet potatoes with pesticide residues of 0.10 mg/kg, above the limit of 0.01 mg/kg [1]. - Celery with a residue of 0.027 mg/kg, exceeding the permissible level of 0.01 mg/kg [1]. Group 3: Legal Actions - The Shenyang Huanggu District Market Supervision Administration is taking legal actions against the businesses involved in the production and sale of the non-compliant products, in accordance with the Food Safety Law of the People's Republic of China [1].