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山姆和开市客加速拓店,盒马为何学不来会员制商超模式?
Nan Fang Du Shi Bao· 2025-08-07 23:10
Core Insights - Hema has decided to abandon its membership store format, with the last Hema X membership store in Shanghai set to close on August 31, 2024, following the closure of seven other membership stores this year [4][5][6] - In contrast, Sam's Club and Costco are rapidly expanding their membership store presence in China, with Sam's Club reporting a 40% increase in membership revenue in the latest quarter [4][10] - Hema's shift away from the membership model reflects a strategic focus on its fresh food and discount store formats, aiming for profitability and resource concentration [7][8] Hema's Membership Store Closure - Hema's last X membership store will cease operations, marking the end of its high-end membership store format [6] - The closure of Hema X membership stores has been ongoing, with three stores closed earlier this year and additional closures in June and July [5][6] - Hema's decision to close these stores is part of a broader strategy to focus on Hema Fresh and Hema NB formats, with plans to open nearly 100 new Hema Fresh stores in the coming fiscal year [4][7] Comparison with Competitors - Sam's Club has significantly increased its store count in China, reaching 53 locations by 2024, and has seen strong performance in membership revenue [4][9] - Costco, which opened its first store in mainland China in 2019, is also expanding its footprint, with plans to continue opening new locations [9] - Hema's membership model faced challenges due to insufficient supply chain capabilities and a lack of unique products, leading to its decision to pivot away from this format [8] Financial Performance - Walmart reported a 22.5% year-on-year increase in net sales in China, with Sam's Club contributing to this growth through strong membership performance [10] - The membership fee for Sam's Club is comparable to Hema's, with ordinary and premium memberships priced at 260 yuan and 680 yuan respectively [9] - Hema's membership fees were 258 yuan for gold members and 658 yuan for diamond members, but the value proposition did not meet consumer expectations [7][9]
山姆和开市客继续拓店!盒马为何学不来会员制商超模式?
Nan Fang Du Shi Bao· 2025-08-06 23:49
Core Viewpoint - Hema has decided to abandon its membership store format, with the last remaining Hema X membership store set to close on August 31, 2023, indicating a strategic shift away from high-investment, low-profit membership models towards focusing on its fresh food and discount store formats [1][2][3]. Summary by Sections Hema's Membership Store Closure - Hema's last X membership store in Shanghai will cease operations, following the closure of seven other membership stores across major cities like Beijing, Nanjing, and Suzhou this year [1][3]. - The closure of these stores reflects Hema's strategic pivot to focus on its Hema Fresh and Hema NB formats, with plans to open nearly 100 new Hema Fresh stores in the upcoming fiscal year [2][3]. Comparison with Competitors - In contrast, competitors like Sam's Club and Costco are rapidly expanding their presence in China, with Sam's Club reporting a 40% increase in membership revenue in its latest financial quarter [1][12][14]. - Sam's Club has significantly increased its store count in China, reaching 53 locations by 2024, compared to only 15 stores in the first 20 years of operation [12][14]. Strategic Insights - Analysts suggest that Hema's decision to close its membership stores is a necessary move to refocus on profitable segments, as the membership model has been characterized by high investment and ongoing losses [11]. - Hema's previous attempts to compete with international giants like Sam's Club have been hampered by insufficient supply chain capabilities and a lack of unique products, leading to a decline in market performance [11]. Membership Fee Structure - Hema's membership fees are structured with two tiers: Gold members pay 258 yuan annually, while Diamond members pay 658 yuan, with cashback incentives for purchases made at membership stores [9][12]. - In comparison, Sam's Club offers similar membership fees, with ordinary members paying 260 yuan and premium members 680 yuan annually [12][14].