近期山姆会员商店（以下简称"山姆"）因商品供应问题引发会员不满，并在社交平台直言"山姆，你没事吧？"从买不到西梅只能选购溜溜梅，到 热门商品下架，据不完全统计，近年来，山姆已陆续下架200多款独家爆款产品，其自有商品占比从38%骤降至30%。这不禁让人质疑，独家商品 的比例在下降，是否还能支撑其高昂的会员费？ 更值得关注的是，山姆独家产品比例持续下降的同时，一号会员店、盒马等竞争对手正在积极引进同类爆款商品。在当前零售业激烈竞争供应链 的背景下，山姆这一"自废武功"的举动，是否会为其他品牌创造新的增长空间？ 会员制超市的定位与会员的期待产生了错位。一位曾经的山姆商品供应商负责人向北京商报记者表示，迈过会员门槛后，面对不低的单价、较少 的原料差异的大众商品，消费者一般不会买单，这一行为打破了消费者心中的"会员制契约"。他解释称，"消费者质疑商品若仅为包装差异，未在 原料、工艺上明显提升，则产品难以支撑品牌与渠道的溢价"。 这些数据并非空穴来风。有消费者在社交平台吐槽，曾经经常复购的纸皮烧卖、鱿鱼条、羊肉烩面、蒲烧鳗鱼等均已下架。消费者的吐槽并非个 例。北京商报记者定位山姆大兴店，相关商品确已无法检索到。 一面是 ...

Core Viewpoint - Sam's Club is facing a trust crisis as it introduces common brands like Haoliyou and Weilong, which has led to dissatisfaction among members who expect premium products for their membership fees [1][4][12]. Group 1: Product Controversies - The introduction of "low-sugar" Haoliyou pie has sparked debate, with members questioning the need for such products that are readily available in regular supermarkets [4][12]. - The "special supply" version of Haoliyou pie claims to reduce sugar by 80% and increase cocoa content by 30%, but the differences from the classic version are not significant [4][8]. - The pie's ingredient list includes several artificial sweeteners, leading to consumer feedback that it remains too sweet despite the reduced sugar content [8][9]. Group 2: Brand Positioning and Changes - Brands like Weilong and Xu Fu Ji have altered their product presentations for Sam's Club, with unique packaging and formulations that differ from their standard offerings [12][23]. - The "panpan" branding for products from Panpan Food has been criticized for misleading consumers into thinking they are imported goods due to the upscale packaging [25][27]. - Sam's Club has been noted for its strategy of introducing popular brands with modified packaging, which may not always align with the premium image expected by its members [30][33]. Group 3: Sales and Market Strategy - As of April 2023, Sam's Club has 54 locations in China, with plans to exceed 60 by the end of the year, indicating a strong growth trajectory [33]. - Three stores have already surpassed annual sales of $500 million (approximately 3.67 billion RMB), with expectations for this number to increase significantly by 2025 [33].