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山姆代购火爆背后:中国下沉市场的“共享山姆”经济正在成型
Sou Hu Cai Jing· 2025-08-06 08:59
Core Viewpoint - The rise of "Sam's Club purchasing" is reshaping consumer access to quality products in lower-tier cities, driven by a demand for affordable and desirable goods, despite the informal nature of the purchasing channels [1][3][11] Group 1: Market Trends - Sam's Club is transitioning from a "middle-class exclusive" model to a more inclusive approach, allowing broader access to its products through informal purchasing channels [3][4] - The emergence of "Sam's purchasing" has led to the establishment of "Sam's purchasing collection stores" in various urban areas, creating a new retail experience that mimics the Sam's Club model [3][4] - The trend is characterized by a shift from informal purchasing to more systematic operations, with players developing their own supply chains and exploring franchise models [4][9] Group 2: Consumer Demand - Consumers in lower-tier cities exhibit a strong desire for quality products at good prices, similar to their urban counterparts, but face barriers in accessing these goods [7][11] - The success of "Sam's purchasing" stores is evident, as they attract diverse customer demographics, including students and young parents, who previously lacked access to such products [7][11] Group 3: Regulatory and Brand Challenges - As the market for "Sam's purchasing" expands, issues related to trademark use, food safety, and compliance are becoming increasingly important [9] - Leading players are proactively addressing these challenges by establishing their own brands, ensuring compliance, and enhancing supply chain transparency [9] Group 4: Future Outlook - The evolution of "Sam's purchasing" is expected to lead to a new retail model that integrates quality and convenience for consumers in lower-tier markets [9][11] - The potential for these players to transition from mere resellers to brand builders and integrators is significant, positioning them as pioneers in the emerging market landscape [9][11]