Core Insights - Alibaba's Hema has successfully established a profitable and sustainable path after 10 years of exploration, with the closure of its last Hema X membership store in Beijing signaling a strategic focus on its core business [1][2] - Hema is expanding its Hema Fresh and Hema NB formats into new first-tier and lower-tier cities, while enhancing its online and offline integration through the Hema App and the newly launched "Cloud Enjoy Club" [1][3] Group 1: Business Strategy - The closure of Hema X membership stores is part of a broader strategy to align with consumer needs, focusing on Hema Fresh and Hema NB to cater to the demand for fresh, convenient products [2][6] - Hema Fresh targets middle to high-end consumers, while Hema NB focuses on community needs with cost-effective private label products, with plans to open nearly 100 new Hema Fresh stores by March 2025 [3][6] Group 2: Supply Chain and Product Development - Hema's competitive edge lies in its self-operated products that are "safe, delicious, and affordable," supported by strong supply chain management and product development efforts [4][5] - The company has established numerous direct sourcing bases, including over 100 "Hema Villages," and has built a comprehensive logistics network to reduce transportation costs [5][6] Group 3: Market Adaptation - The shift from warehouse membership stores to Hema Fresh and Hema NB reflects changing consumer preferences towards smaller, fresh, and convenient packaging, addressing the issue of waste associated with bulk purchases [6][7] - Hema's transition signifies a broader transformation in the retail industry, adapting to the evolving landscape of consumer behavior and market conditions [7]

仅剩的盒马X会员店的日子并不好过。5月8日，北京商报记者走访位于大兴王府井奥莱UP TOWN的盒 马X会员店看到，店内多个货架商品空缺，部分区域已被封闭。据一位接近盒马的相关人士透露，该门 店或在不久之后关闭，北京市场将再无盒马X会员店。记者还了解到，位于上海的部分盒马X会员店也 出现了类似的情形。自今年3月盒马宣布关闭上海的3家会员店后，其在全国的会员店仅剩5家，若上述 门店关闭，盒马X会员店的布局将再度缩小。这背后，盒马内部正在对各业态进行梳理，一方面，聚焦 盒马鲜生及盒马NB，不断开出新店；另一方面，通过盒马App的云享会频道，部分会员店的资源、会 员权益正逐步转到线上。而在新一轮调整中，盒马将如何度过阵痛期仍有待观察。 门店艰难维持 北京最后一家盒马X会员店或将关闭。北京商报记者走访看到，盒马X会员店王府井奥莱UP TOWN店的 商品相比此前明显减少，不少货架上商品空缺，店内还将部分已空置的区域封闭起来，视觉上显得 更"满满当当"。 在工作日，这家门店的消费者只有寥寥几人，店内也鲜有试吃区。期间，工作人员忙着整理商品，一位 身着盒马工作服的店员称，将把商品挪到门店的另一个区域，但对于是否将闭店，他表示 ...

零售行业的"战火"愈演愈烈。 过去一年间，一边是东方甄选直播间的爆火，山姆、胖东来受到消费者追捧，零售业"四面开花"，另一 边是传统商场"退潮"，大润发、银泰、永辉超市相继易主。由此，坚守传统零售阵地还是拥抱新兴零售 业态，聚焦线上还是发展线下，关注品质还是提升服务，众多"选择题"摆在了相关从业者的面前。 曾被视为新零售"标杆"的盒马也开始主动求变。 2024年3月，盒马原首席财务官严筱磊"临危受命"出任盒马CEO。严筱磊上任后，盒马也在短短一年时 间内实现了扭亏为盈。 盒马"断舍离" 《颠覆性创新》作者威廉·泰勒曾总结：决定品牌地位的，不只有经营利润和规模，更重要的是在行业 变革中所处的地位——"最优秀的品牌往往是每一轮变革的驱动者，而不是跟随者。" 零售行业是我国最古老、最多变，也是竞争最激烈的行业之一。回顾此前零售业发展，传统线下大卖 场、新零售、电商，各种零售业态此消彼长，你方唱罢我方登场，但都保持着微妙的平衡。 不过，过去一年间，偏居一隅的胖东来通过互联网走红，各地传统商超市场空间受到挤占，出现业绩下 滑甚至相继易主，"改变"似乎迫在眉睫。 在这种情况下，该学习山姆的仓储会员店模式，还是进行胖东来式 ...