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盒马CEO严筱磊首次公开亮相:复盘十年商品力,新零售变了
Nan Fang Du Shi Bao· 2025-08-08 14:23
Core Insights - Hema's CEO Yan Xiaolei announced that the company will achieve profitability for the entire fiscal year 2025 and ensure monthly profits [1][4] - Hema plans to open nearly 100 new stores and expand into over 50 new cities within the fiscal year [4] - The closure rate of stores has remained below 2%, which is considered healthy in the retail industry [3][4] Business Strategy - Hema is focusing on two main business formats: Hema Fresh and Hema NB, aiming for a complementary growth model [3][4] - The company has shifted its strategy to concentrate resources on core operations, leading to rapid growth [4][5] Financial Performance - Hema's GMV is projected to exceed 75 billion yuan for the fiscal year 2024-2025, marking its first year of adjusted EBITDA profitability [4] - Hema has achieved double-digit growth in sales and store numbers, ranking among the top three in the 2024 Chain 100 list by the China Chain Store & Franchise Association [4] Product Development - Hema has significantly increased its membership through integration with the Taobao 88VIP system, reflecting a vibrant consumer market [5] - The company has developed a strong product differentiation capability, which is key to driving profitability and growth [5][8] Supply Chain and Innovation - Hema has established a robust supply chain with over 300 direct sourcing bases and eight logistics centers, enhancing product quality and cost-effectiveness [8][9] - The introduction of HPP juice products has seen exponential growth, with the company leveraging direct sourcing to improve product offerings and reduce costs [6][8]