在美国零售业，有一类超市悄然形成了独特生态，它不靠广告、不搞促销、不做会员体系，却常 年出现在消费者的高频购物清单里。 这种存在方式本身就像一个"反直觉"的商业实验——怎么让一家既不大、SKU 又极精简的商超持 续吸引大量消费者？ 「Trader Joe's」 正是在这样的约束条件下，通过一种非传统的零售模式实现了高坪效、高回访 率和高用户忠诚度。 然后有趣的事情发生了：当其他零售商仍在重库存、铺 SKU、拼折扣时，「Trader Joe's」的玩法 却在消费者心智中构建了另一套评价体系。 烘焙区，就是这套评价体系最具代表性的落地场景之一——它不是靠现场热烘、香气迎客，而是 靠一种更靠近消费者生活、与其行为模式深度契合的产品策略抓住了人们的日常需求。 「Trader Joe's」 的战略基础是"精简和深耕，而不是全面覆盖"。 它每家门店的 SKU 数量只有约3千-4千，远远少于典型超市的3万-5万个。 这种有限的 SKU 不是删除选择，而是把采购力量集中在"高频、高满意度和高周转"的商品上。 更重要的是，它的商品 80% 以上是自有品牌产品，这些产品由商超自己命名、自己定义规格、自己 管理品质。 这一策略的明 ...

Asda is racing to cut costs after its share of the grocery market continues to plunge - Loop Images Asda has put hundreds of jobs at risk in its warehouses as part of a radical plan to cut costs. The struggling supermarket is to outsource jobs handling online deliveries for its George fashion range to DHL, the US parcel giant, with 1,200 roles set to be affected. Asda said warehouse staff would be shifted to DHL under so-called Transfer of Undertakings (Protection of Employment) regulations, known as TUP ...

Goldman Sachs analyst Peter Marks initiated coverage of Woolworths Group (WOLWF) with a Buy rating and A$37 price target The firm says the company’s Australian Supermarket segment is at a “turning point” with improving product and shelf availability. Claim 50% Off TipRanks Premium Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on WOLWF: Disclaimer & DisclosureReport an Issue ...

冬日餐桌，正迎来一场从"吃得饱"到"吃得好"、从"满足味蕾"到"愉悦身心"的全面焕新。1月19日至22 日，京东七鲜超市"超级惊喜日"正式开启，以一场汇集健康品质、情感共鸣与创意灵感的味觉盛宴，回 应消费者对日常饮食的更高期待。本次活动精选多品类特色美味，将创新深度融入烘焙甜品、粮油主 食、时令果蔬等各个领域，旨在为冬日饮食注入新鲜活力与惊喜。 除了意想不到的食材组合和味蕾碰撞，七鲜超市还敏锐捕捉市场潮流，让最新潮与最经典的美食以更便 捷的方式融入生活。例如，采用锁鲜冷冻技术的《疯狂动物城2》联名款芝士蛋糕解冻即享现做口感， 打破传统蛋糕的食用场景限制，朱迪和尼克造型也萌趣可爱。而七鲜石斛烤梨则通过精准配比与慢烤工 艺，将传统中式润养与即食便捷巧妙结合，让养生也变得轻松有趣。 在日常食材领域，同样有多款美食以科技驱动健康升级。如七鲜糯Q胚芽米以科学加工完整保留胚芽营 养，煮后软糯香甜；白象羽衣甘蓝茭白素水饺创新蔬菜入馅，为素食者提供美味选择；舌里全麦杂粮薄 饼与七鲜小米锅巴采用非油炸工艺，兼顾酥脆口感与健康理念，实现"轻盈无负担"。 本次活动中，京东七鲜超市带来多款创意融合产品，打破传统味觉边界，解锁舌尖新可 ...

继上周末"月中回馈日"全品类满减活动后，京东七鲜超市本周持续加码，进一步扩大"击穿价"商品覆盖 范围，推出多款线下专属"击穿价"商品。活动聚焦于日常高频消费的民生品类，涵盖时令鲜果、肉禽蛋 品、鲜活水产等家庭餐桌核心需求，以实实在在的优惠打造一站式、高性价比购物体验。 不仅限于生鲜，京东七鲜更在酒水乳饮、烘焙甜品等品类上对标行业均价实现大幅下探，为消费者提供 超高性价比的选择。9只装酥皮蛋挞店内现烤现卖，个头饱满，仅需16.9元/盒；选用进口动物奶油与真 实猫山王榴莲果肉的千层蛋糕470g，口感绵密细腻，39.9元即可在家享受甜品店级品质；2L装七鲜全家 桶鲜牛奶，新鲜直采自七鲜专属牧场，15.9元/桶大容量满足全家营养所需。此外，生榨鲜椰汁、杨枝 甘露等明星饮品同步击穿行业底价，清爽解腻，适配各类聚餐场景。 在休闲零食与居家日用方面，七鲜的价格同样诚意十足。七鲜专供洽洽香瓜子245g以7.9元击穿底价， 香脆入味，佐餐伴手皆宜；七鲜小米锅巴500g仅售14.9元，五香酥脆，堪称追剧聚会的人气"零食搭 子"；七鲜梨汁黄桃罐头果肉饱满、清甜不腻，712g净重也仅需13.9元。居家日用方面，七鲜柔韧抽取 式纸面巾 ...

Core Viewpoint - Walmart's stock has surged over 30% in the past year, outperforming the S&P 500, but concerns arise regarding its high price-to-earnings ratio in the forties, indicating potential valuation risk [1][8]. Business Performance - Walmart has demonstrated strong performance in its core business, with revenue growth accelerating to 5.8% year-over-year in Q3 of fiscal 2026, up from 4.8% in the previous quarter [4]. - Global e-commerce sales grew by 27% year-over-year, while the global advertising business saw a remarkable 53% increase in the same period [4]. - Membership income also showed significant growth, with a 17% year-over-year increase, driven by a double-digit growth rate in Walmart+ membership income in the U.S. and a 34% increase internationally [5][6]. Valuation Concerns - Walmart's current price-to-earnings ratio stands at 42, with a forward price-to-earnings ratio of 39, which is higher than that of faster-growing tech companies like Meta Platforms and Alphabet [7]. - The high valuation suppresses Walmart's dividend yield, currently at 0.8%, which may affect the stock's return profile [8]. - The debate over Walmart's valuation centers on whether the stock price has appreciated too quickly, despite the company's strengths and growth potential [8][9]. Investment Outlook - While Walmart possesses strengths that justify a valuation premium, such as resilience in uncertain economic conditions and economies of scale, the high price-to-earnings ratio poses a risk if any signs of weakness emerge [9][10]. - Patience is advised for potential investors, as the current valuation risk is significant following the stock's substantial increase over the past year [10].

Core Insights - Asda has initiated redundancy consultations for over 150 roles due to weak Christmas trading, resulting in a record low grocery market share [1][3] - The company plans to eliminate more than 80 managerial positions and several warehouse roles as part of broader cost-cutting measures [1][2] Financial Performance - Asda's market share fell to 11.4% in the 12 weeks ending December 28, with a sales decline of 4.2%, marking it as the only major UK supermarket to experience a drop in Christmas trading [3] - For Q3 2025, Asda reported revenues excluding fuel of £5.1 billion ($6.76 billion), with like-for-like sales decreasing by 2.8% [4] Operational Changes - The company is scaling back staff responsible for delivery handling at larger warehouses and placing logistics employees in Yorkshire at risk due to partial outsourcing of parcel operations to Evri [2] - Asda has undergone restructuring actions over the past 18 months under chairman Allan Leighton, including significant reductions in middle management and IT positions following a failed technology upgrade [3][4] Technology and Management - Asda's trading results were adversely affected by "severe disruption" from a large-scale technology overhaul linked to Project Future [5] - Cal Corcoran was appointed as group chief information officer on January 5, 2026, overseeing technology and data operations as Asda operates independently after separating from Walmart [5]

Core Insights - Walmart and Xiaohongshu have announced a deep collaboration to integrate products and shopping experiences, launching nearly 20 co-branded products and the first "Mashi Store" innovative retail space in China [1][3] - The partnership aims to respond to the shift in consumer shopping decisions towards "high value, interest exploration, and emotional resonance" [1] Group 1: Collaboration Details - The initial product line, "Wojixian × Xiaohongshu | Treasure New Products," includes categories such as baking, dairy, health drinks, and snacks, emphasizing simple ingredients and globally sourced materials [3] - Notable ingredients include New Zealand imported butter, Belgian cocoa butter chocolate, and award-winning coffee beans, along with creative items like cilantro-flavored yogurt and Mahjong-shaped cookies [3] Group 2: Retail Experience Innovation - The "Mashi Store" in Shenzhen breaks traditional shelf display models by creating eight "interest islands" focused on customer interests, such as "Aesthetic Justice Island" and "Ingredient Assurance Island" [3] - This store design aims to extend online "grass planting" content into offline spaces, providing an integrated shopping cycle of "discovering inspiration - immersive experience - convenient purchase" [3] Group 3: Strategic Goals and Market Position - Walmart's senior vice president and chief purchasing officer stated that this collaboration helps the company align more closely with customer lifestyles and continuously create value [3] - Xiaohongshu's CMO noted significant growth in search volume and interest in Walmart within the Xiaohongshu community over the past year, highlighting the success of the partnership [3] - Walmart becomes the first full-channel retail supermarket brand to enter the Xiaohongshu e-commerce platform, with hundreds of stores across over 100 cities in China, while Xiaohongshu's monthly active users are projected to exceed 350 million by the end of 2024 [3]

We recently published 10 Stocks Jim Cramer Talked About.  Walmart Inc. (NASDAQ:WMT) is one of the stocks on Jim Cramer talked about. Supermarket giant Walmart Inc. (NASDAQ:WMT) is one of Jim Cramer’s favorite stocks. Throughout 2025, the CNBC TV host reiterated his opinion that, along with Costco, it had played an important role in keeping prices low for American consumers. Bernstein kicked off the year on a strong note for Walmart Inc. (NASDAQ:WMT) as it increased the share price target to $129 from $122 ...

Segments (EURm)Q4/25Q4/24yoy12m/2512m/24yoySupermarkets157.0164.1-4.3%611.9610.40.3%Department stores32.233.2-3.0%103.0104.2-1.1%Cars41.851.2-18.5%176.9200.8-11.9%Security segment6.4<td style="width:67.74px; ...