Core Insights - Major internet companies are rapidly entering new business areas, particularly in the community discount supermarket sector, with Meituan's "Happy Monkey" supermarket set to open soon, despite the company denying the reports [1][4] - The community discount supermarket model, exemplified by Hema NB, is gaining traction, with Hema NB's store count reaching 303 in just two years, indicating a successful expansion strategy [5][7] Community Store Acceleration - The community store model has become a hot investment area in the retail market, with companies like Walmart and JD also exploring similar formats [4] - Despite the buzz, the expansion of community discount stores has been slow historically, with examples like Aoleqi taking four years to grow its store count significantly [4][5] Hema NB's Rapid Growth - Hema NB has successfully expanded through a "1+N" model, focusing on densely populated areas and offering self-pickup points for online orders, which has contributed to its rapid growth [5][7] - Hema NB aims to achieve a profitable model with a target of 150,000 RMB in monthly sales and a 15% gross margin, which, if successful, will lead to nationwide expansion [5][7] Discount Store Model Evolution - The community discount store model is characterized by hard discount strategies, which have become increasingly popular among consumers in China [8][9] - The global discount retail market shows that China has significant room for growth, with only 3.8% of retail sales currently coming from discount retail [8] Supply Chain and Pricing Strategy - Hema NB's pricing strategy includes significant discounts on everyday items, leveraging a streamlined supply chain and a focus on self-branded products to maintain low prices [18][19] - The model emphasizes the importance of supply chain efficiency, allowing for competitive pricing and improved inventory turnover [18][19] Challenges and Market Dynamics - The community supermarket sector is becoming increasingly competitive, with new entrants and established players like Lianhua and Aoleqi intensifying the price competition [21][22] - The franchise model adopted by Hema NB, while enabling rapid expansion, poses risks as profitability heavily relies on consistent sales performance at individual stores [21][22]

雷峰网从多方获悉 ，小象超市2024年整体 GMV 近 300 亿，规模超叮咚买菜，逼近朴朴超市。 目前， 小象超市在国内开仓超 700 个，处在加速扩张阶段，海外也在同步开仓扩张。 从过去几年的大幅亏损到这两年逐渐实现盈利，生鲜前置仓平台一直在向资本市场证明它们具备活下去的 能力。 而今年，小象超市交易规模正在追赶朴朴超市。（行业新一轮洗牌开启，了解几家平台现状和更多细节欢 迎添加作者微信 zymcfip 交流~） " 小象超市规模正在追赶朴朴超市。 " 作者丨应梅 编辑丨代聪飞 01 美团旗下小象超市正在进行国内外同步扩张。 从0到300亿，发生了什么 多位投资人告诉雷峰网，2024年小象超市GMV接近300亿元。行业规模最大的是山姆云仓，GMV超过 400亿元。已经上市的叮咚买菜2024年实现了255亿元GMV。 朴朴超市最先从福建起步，一直对全国布局较为谨慎，直到现在也没有拓展北京、上海这两个已经被小象 超市和叮咚买菜、盒马占优势的城市。目前朴朴超市全国开了9城，以福建3城和广深4城为主，西南地区 覆盖了成都，还有湖北地区的武汉。 但，考验还在继续。已经上市的叮咚买菜在关了不少城市和前置仓站点后，目前 ...