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内外三重包装标签不一致,山姆又“翻车”!
凤凰网财经· 2025-08-26 13:26
近日,有媒体报道了浙江嘉兴一山姆会员商店销售的一款名为"蟹四宝蟹黄面"的商品存在内外三重包装标签不一致的情况,而且配料表也存在加贴行 二重包装。 图源: 大潮网微信 据悉,在山姆会员商店App上,这款"蟹四宝蟹黄面"价格是118.9元/件,商品评价达7000+,好评率达94.1%,不少网友留言称"比外面餐饮店好吃 划算"。 01 市场监管部门已立案 嘉兴山姆会员商店母公司工作人员表示,沃尔玛高度重视商品合规问题,在接到会员反映的情况后,公司迅速联系了"蟹四宝蟹黄面"的供应商——江 苏华秀食品有限公司展开沟通核查。经核查,该款产品的包装标签内容,在上市前已通过当地审核机构的合规审核。经当地监管部门确认,该款产品 目前的产品标签名称未违反相关法律规定。 嘉兴山姆会员商店所在辖区的嘉兴市市场监管局经开分局工作人员表示,对于消费者潘先生投诉的情况,工作人员调查后已立案。按照《食品安全 法》属地管理的原则,该分局还向"蟹四宝蟹黄面"供应商所在地的市场监管部门发出了协查函。 "产品违规不违规,不是按照企业单方面的说法说了算。"分局工作人员表示,接下来,嘉兴市场监管局经开分局将会根据供应商当地市场监管部门依 法调查的结果, ...
山姆塌房了,但会员制仍值得一聊
3 6 Ke· 2025-08-01 03:49
Core Insights - The controversy surrounding Sam's Club's product selection reflects a clash between the evolving consumer psychology of China's middle class and their anxieties regarding domestic products [1][17] - Sam's Club's aggressive expansion strategy has led to significant sales growth, but recent missteps in product selection have jeopardized its core competitive advantage of high-quality offerings [3][4] Group 1: Business Performance - In fiscal year 2024, Sam's Club achieved net sales of $84.4 billion, accounting for approximately 13% of the company's total revenue [3] - As of January 31, 2024, Sam's Club operated over 600 stores globally, with plans to open 8 new stores in China by 2025, marking a record annual opening count [3][4] - Sam's Club's revenue in China surpassed 100 billion yuan in 2024, representing nearly two-thirds of Walmart's performance in the region [4] Group 2: Membership and Product Strategy - Sam's Club's membership model has been a double-edged sword; while it has driven growth, recent product controversies have led to member dissatisfaction [4][21] - The introduction of exclusive products and the Member's Mark brand has been central to Sam's Club's strategy, with Member's Mark accounting for over 20% of total sales in fiscal year 2023 [14][18] - The recent backlash against the low-sugar version of the Holleyou pie highlights a disconnect between the brand's promise of high standards and the reality of its product offerings [10][20] Group 3: Market Competition - Sam's Club faces increasing competition from both domestic and international players, including the German discount supermarket Aldi, which has expanded rapidly in China [23] - The rise of new retail formats, such as Hema, poses additional challenges to Sam's Club's traditional business model [21][23] - Consumer sentiment is shifting, with members expressing concerns over the perceived decline in product quality and exclusivity, leading to hesitations about renewing memberships [21][24]
山姆开始“沃尔玛化”
首席商业评论· 2025-07-31 04:49
Core Viewpoint - Sam's Club China is facing backlash from its members due to the introduction of mass-market brands, which members feel dilutes the value of their membership and undermines the quality promise that distinguishes Sam's from regular supermarkets [6][17][29]. Group 1: Membership and Brand Strategy - Sam's Club China has over 5 million members, generating annual membership fees exceeding 1.3 billion yuan, and aims to maintain its appeal to the middle class by offering high-quality, unique products [9][38]. - The introduction of brands like Holley Friend has led to significant member dissatisfaction, with many feeling that the quality of products has declined and that they are now paying a premium for items available in regular supermarkets [12][18]. - Members have expressed their frustration through social media and have taken actions such as canceling memberships, indicating a strong reaction to perceived changes in product selection and quality [15][39]. Group 2: Product Quality Concerns - Reports indicate that the quality of products has deteriorated, with examples such as organic soybeans being downgraded from first to third grade quality, and changes in ingredient transparency leading to further distrust among members [32][34]. - There have been numerous complaints regarding food safety issues, including contamination in products, which have contributed to a decline in consumer trust [36][38]. - The rapid expansion of Sam's Club China has strained its supply chain management and quality control processes, making it difficult to maintain high standards [35][36]. Group 3: Market Position and Competition - The competitive landscape is changing, with Costco planning to open additional stores in China and local players like Hema and RT-Mart gaining traction, prompting Sam's Club to adjust its strategy to attract a broader customer base [23][29]. - The shift towards including more mass-market brands is seen as a response to changing consumer behavior, where members are increasingly engaging in "smart consumption" by purchasing both premium and budget items [23][27]. - Sam's Club's strategy reflects a broader industry trend of balancing elite offerings with more accessible products, but this has led to internal conflict regarding brand identity and member expectations [29][30].
背刺中产:是山姆变了,还是中产自己变了?
Sou Hu Cai Jing· 2025-07-24 23:38
Core Insights - The core issue revolves around the shift in Sam's Club's product selection strategy and the changing consumer mindset, leading to dissatisfaction among its members [1][5][14] Group 1: Changes in Product Strategy - In 2025, Sam's Club accelerated its localization strategy, with 70% of products sourced from domestic suppliers, reducing the import ratio from 30% to 18%, which resulted in a decline in product quality [3][4] - The introduction of popular but controversial brands like Haoliyou and Weilong has conflicted with Sam's Club's previously established "strict selection" image, leading to consumer complaints [1][4] - Complaints on the Black Cat Complaint platform surged by 65% in 2025, highlighting issues such as spoiled milk and moldy fruits, indicating a significant decline in quality control [1][3] Group 2: Consumer Sentiment and Market Dynamics - Sam's Club's membership base in lower-tier cities has reached 45%, prompting a shift towards more price-sensitive products to capture this demographic [5][10] - The perception of Sam's Club as a high-quality provider is being challenged as consumers now prioritize both quality and lower prices, complicating the company's ability to balance these demands [17][24] - The decline in the willingness of core middle-class members to renew their memberships, with a reported 18% drop in average spending per new member, reflects a broader trend of changing consumer expectations [9][18] Group 3: Strategic Implications - The management's shift from an "expansion-driven" to an "efficiency-driven" approach under new leadership has led to a focus on short-term financial metrics, which has negatively impacted product quality [7][8] - The challenge for Sam's Club lies in navigating the delicate balance between appealing to price-sensitive consumers while maintaining its reputation for quality, as failure to do so could lead to a decline in membership and sales [28][30] - The evolving family structure in China, moving towards smaller households, necessitates a reevaluation of Sam's Club's bulk product offerings, which may not align with the needs of modern consumers [19][22]
山姆选品危机又添新料:有机大豆质量降级再上热搜!持续“降格”引发中产信任危机发酵
Hua Xia Shi Bao· 2025-07-24 13:23
Core Viewpoint - The controversy surrounding Sam's Club, triggered by the introduction of the low-quality Haoliyou pie, has led to a significant trust crisis, raising questions about its product selection strategy and brand positioning [1][2][5]. Group 1: Product Selection and Consumer Reaction - Sam's Club has faced backlash for replacing high-quality products with popular but lower-quality brands like Haoliyou and Pindao, leading to consumer dissatisfaction [2][3]. - Consumers have expressed concerns that the quality of products at Sam's Club is declining, which could jeopardize their loyalty to the store [1][6]. - The introduction of new products has not shown a clear price advantage compared to online platforms, raising further doubts about Sam's product selection strategy [3]. Group 2: Brand Positioning and Market Strategy - Sam's Club, as a membership-based store under Walmart, targets middle to high-income consumers who prioritize quality over price, differentiating itself from regular supermarkets [4][5]. - The store's self-proclaimed "selected" positioning is at risk as it increasingly offers third-party brands, which may not align with consumer expectations for health and quality [4][6]. - The proportion of private label products has decreased from 38% to 30%, indicating a shift away from its original strategy of offering exclusive high-quality items [5]. Group 3: Financial Performance and Growth - Despite the current controversy, Sam's Club has shown strong financial performance, with Walmart China's net sales reaching $19.975 billion in the 2025 fiscal year, a 17.4% increase year-on-year [5]. - The first quarter of the 2026 fiscal year saw a 22.5% year-on-year growth in net sales, indicating continued strong demand for Sam's Club offerings [5]. - The number of Sam's Club locations in China has been steadily increasing, with 55 stores opened as of April this year, showcasing its growth trajectory in a challenging retail environment [5].
山姆”上架好丽友为何“惹众怒
Mei Ri Shang Bao· 2025-07-23 10:49
Group 1 - Sam's Club recently launched a new product, a 49.9 yuan snack containing 48 pieces, which claims to have "80% less sugar" and "30% more cocoa" compared to regular versions, but has faced backlash from members due to perceived lack of ingredient optimization and inclusion of potentially harmful additives [1] - As of June 2025, Sam's Club in China has over 9 million paid members, generating membership fee revenue exceeding 2.34 billion yuan, with a year-on-year increase of over 40% in Q1 2025 [1][2] - The average annual spending of Sam's Club members is over 8,000 yuan, significantly higher than typical supermarket spending, indicating a strong appeal to the middle-class demographic [2] Group 2 - The introduction of common brands like Holley Friend and others has led to a perception shift, as these products are widely available elsewhere, challenging the exclusivity that members expect from Sam's Club [3] - The rapid expansion of Sam's Club in China may have strained its supply chain management, resulting in a decline in product quality control [3] - Consumer dissatisfaction reflects broader concerns about food safety and quality standards in China, pushing for higher food safety regulations and standards [4]
山姆会员店背叛了中产?
36氪· 2025-07-21 13:20
Core Viewpoint - The article discusses the recent backlash against Sam's Club in China due to its product selection changes, highlighting a clash between consumer expectations and the brand's strategy, reflecting broader issues of national identity and consumer trust in domestic brands [4][10][12]. Group 1: Sam's Club's Product Strategy - In July, Sam's Club removed several popular domestic products, replacing them with more common brands, leading to dissatisfaction among its members who felt disrespected [6][10]. - The membership fees for Sam's Club, which amount to at least 1.3 billion RMB annually from over 5 million members, are seen as a ticket to a premium shopping experience that is now perceived as compromised [6][12]. - The backlash is not just about product quality but also about the perceived betrayal of consumer trust and the value proposition of being a member [20][23]. Group 2: Consumer Sentiment and National Identity - The article highlights a growing anxiety among Chinese middle-class consumers regarding their national identity and the quality of domestic products, as they grapple with the perception that local brands are inferior [31][38]. - Despite advancements in product quality and safety in the domestic market, historical trust issues still linger, particularly among older consumers who experienced past quality failures [38][39]. - Younger consumers, however, show increasing trust in domestic brands, indicating a shift in sentiment that could reshape the market landscape [39][40]. Group 3: Industry Dynamics and Competitive Landscape - The success of competitors like Pang Donglai, which emphasizes transparency and high-quality service, has raised consumer expectations and challenged Sam's Club's traditional value proposition [24][25]. - The article suggests that the retail landscape in China is evolving, with a push towards quality and trust that transcends membership models, potentially diminishing the exclusivity of Sam's Club [25][42]. - The need for brands to resonate with consumer values and perceptions is emphasized, suggesting that the future of retail will depend on quality and accessibility rather than exclusivity [42][43].
是山姆背叛了阶级,还是中产背叛了国籍?
虎嗅APP· 2025-07-19 13:48
Core Viewpoint - The article discusses the backlash against Sam's Club in China due to its recent product changes, highlighting a clash between consumer expectations and the brand's strategy, reflecting broader trends in the Chinese consumer market and the evolving perception of domestic brands [3][8][10]. Group 1: Sam's Club's Product Strategy - In July, Sam's Club removed several popular domestic products, replacing them with more common brands like Holley and Liuliumei, leading to dissatisfaction among its members [5][6]. - The membership fees for Sam's Club are significant, with over 5 million members contributing at least 1.3 billion RMB annually, raising expectations for product quality and exclusivity [6][11]. - The backlash is not just about product quality but also about the perceived betrayal of consumer trust and the value proposition of being a member [10][18]. Group 2: Consumer Sentiment and Brand Perception - The article emphasizes a growing sentiment among Chinese consumers that domestic brands like Liuliumei and Weilong are proving their worth on the international stage, challenging the notion that imported goods are inherently superior [6][7]. - There is a notable shift in consumer psychology, where the identity and quality of domestic products are increasingly recognized, despite historical biases against them [27][28]. - The crisis at Sam's Club reflects a broader trend of disillusionment with foreign brands and a push for recognition of domestic quality, as seen in the rise of brands like Luckin Coffee and others [29][32]. Group 3: Industry Trends and Future Implications - The article suggests that the retail landscape in China is undergoing a transformation, with traditional distinctions between high-end and mass-market brands blurring as quality standards rise across the board [19][23]. - The success of companies like Pang Donglai, which emphasize transparency and customer service, is reshaping consumer expectations and challenging the traditional membership model of stores like Sam's Club [19][23]. - The future of membership-based retail may depend on adapting to these changes and focusing on quality and consumer trust rather than exclusivity [32][33].
山姆的好丽友,中产的道心破碎
Xin Lang Cai Jing· 2025-07-18 19:23
Core Viewpoint - The concept of "middle-class poverty" is misleading; instead, it is more accurate to describe it as "middle-class weight loss," indicating a loss of status and emotional value among the middle class [39]. Group 1: Economic Context - The middle class in China is experiencing a decline in their perceived status and emotional well-being due to economic challenges, including the withdrawal of foreign investment and difficulties in various industries such as internet, finance, and pharmaceuticals [12][15][39]. - The number of employees in foreign enterprises in China has decreased from approximately 30 million at its peak to 20 million in 2023, representing a one-third reduction [15]. Group 2: Consumer Behavior - The introduction of low-cost products, such as those from the brand "Hao Li You," in stores like Sam's Club has caused a significant backlash among the middle class, who feel their status is threatened by the presence of what they perceive as "common" goods [20][39]. - The emotional value previously derived from a sense of superiority over lower-income groups is diminishing, leading to a crisis of identity among the middle class [15][39]. Group 3: Market Dynamics - Sam's Club, originally positioned as a mid-range store in the U.S., has been rebranded in China as a symbol of quality living, attracting significant attention from the middle class [12][16]. - The perception of imported goods as superior is declining, with local products increasingly being accepted, reflecting a shift in consumer attitudes [31].
山姆的危机
投资界· 2025-07-18 07:19
Core Viewpoint - The incident involving the temporary listing and quick removal of Haoliyou snacks at Sam's Club highlights a deeper issue regarding the trust and expectations of the middle-class consumer in China, revealing a potential strategic crisis for the brand [3][4][5]. Group 1: Understanding the Incident - The backlash against Haoliyou snacks signifies a breach of trust among Sam's Club members, who associate the brand with a refined and quality-driven shopping experience [3][4]. - The core issue is not the product itself but the social narrative it represents, reflecting how the middle class defines its aesthetic standards and values [4][5]. Group 2: Forces at Play - Businesses today are influenced by two opposing forces: the "efficiency vortex," which prioritizes scale and cost, and the "trust bedrock," which relies on uniqueness and long-term relationships [7][8]. - Sam's Club has traditionally operated within the trust bedrock but is now attempting to expand into the efficiency vortex, creating tension [9]. Group 3: Trust and Membership Model - Sam's Club's business model is built on a membership system that fosters long-term trust through a commitment to quality and service [11][12]. - This trust is crucial for the middle-class consumer's purchasing decisions, as it allows Sam's Club to focus on cost reduction and supply chain optimization rather than short-term profit maximization [13][15]. Group 4: The Impact of Social Media - Social media has transformed customer-brand relationships, amplifying any perceived breaches of trust and turning individual experiences into collective narratives [18][19]. - The "Haoliyou incident" serves as a catalyst for questioning the trust relationship between Sam's Club and its consumers, highlighting the fragility of middle-class narratives [19][20]. Group 5: Expansion Challenges - As Sam's Club seeks to expand, it faces the challenge of maintaining its established standards while increasing store numbers and purchasing volumes [22][23]. - The need for growth may lead to compromises that could erode the trust built with its consumer base, as any deviation from established standards can create cracks in the brand's credibility [23][24]. Group 6: Competitive Landscape - Sam's Club's competitors, such as Hema and traditional supermarkets, are not only vying for market share but are also adopting different operational strategies that emphasize efficiency over curated experiences [25][26]. - The rise of instant shopping platforms poses a potential threat to Sam's Club's business model, as consumers may prioritize immediate availability over the curated shopping experience [27].