Core Insights - The article discusses the changing product selection at Sam's Club and its implications for consumer behavior and brand perception [1][8][18] Group 1: Product Selection and Consumer Behavior - The author notes that certain products, once praised by consumers, are often removed from shelves, leading to a more aggressive purchasing behavior among shoppers [2][6] - The introduction of new products, such as a low-sugar snack, has faced backlash due to ingredient concerns and perceived quality issues, highlighting the challenge of meeting middle-class consumer expectations [10][11][13] - The shift towards more familiar domestic brands raises questions about whether these selections align with the expectations of middle-class consumers who pay a premium membership fee [15][18][19] Group 2: Sales Performance and Market Position - Sam's Club in China achieved sales exceeding 100.5 billion yuan in 2024, marking a significant milestone in the retail sector [25] - The company is undergoing organizational changes to improve performance in densely populated areas like East China, where store management has become challenging [28] - Membership loyalty is a strong asset for Sam's Club, with over 5 million effective members and a high renewal rate for premium memberships, contributing significantly to revenue [39][40] Group 3: Strategic Adjustments - The company is adjusting its product offerings by replacing international brands with domestic alternatives to enhance supply chain efficiency and cost-effectiveness [29][30] - The management is aware of the need to cater to the evolving preferences of middle-class consumers, which can be difficult to define and meet [20][21][24] - The article suggests that the recent changes in product selection may be influenced by internal management shifts, although no concrete evidence supports this theory [33][35]

21世纪经济报道记者贺泓源、实习生谭伊亭报道 终于，电影市场恢复同比增长。 6月3日，据灯塔专业版数据，2025年端午档票房4.60亿元，较2024年端午档票房增长2成，好莱坞大片 《碟中谍8：最终清算》档期内票房1.90亿元（截至6月3日晚累计2.44亿元），夺得2025端午档票房冠 军。 但要看到，抛开《碟中谍8：最终清算》，整个端午档期再没有票房过亿元影片。 背后是，短视频冲击，电影市场的刚需性正在被解构。 其中，日本动画片《哆啦A梦：大雄的绘画奇遇记》以6782.2万元票房排名第二，国产动画《时间之 子》以6346.1万元票房排名第三，迪士尼动画《星际宝贝史迪奇》以5166万元票房排名第四。 因为今年端午档连着儿童节，所以动画片占比尤其明显。 还有看到，今年端午档离往年有着明显距离。在2023年，该档期票房达到9.11亿元。在2015年至2019年 间，端午档票房在6.05亿元至9.12元区间。均明显高于今年。 今年电影五一档票房7.47亿元，同比下滑51.1%。具体来看，五一档日均票房1.5亿元，接近10年来最低 （不含2020及2022年）。清明档票房以3.78亿元收官，同比下滑55.1%。 而《 ...