Core Viewpoint - Meituan has quietly shut down its "Tuan Hao Huo" business, indicating a strategic shift in response to the rapidly evolving grocery retail industry and the limitations of its existing e-commerce model [2][4]. Group 1: Business Closure and Market Reaction - The decision to pause "Tuan Hao Huo" has been met with a calm reaction from the market, with industry insiders viewing it as a recognition of Meituan's operational boundaries [4]. - Consumers largely remained unaware of the service, with some stating they only realized its existence after its closure [4]. Group 2: Historical Context and Growth Aspirations - Meituan's venture into e-commerce began in 2020, following a period of profitability in its food delivery business, which saw a gross margin increase to 18.7% [5]. - The COVID-19 pandemic introduced significant uncertainty, impacting Meituan's core businesses and leading to the launch of "Tuan Hao Huo" as a B2C platform [5][6]. Group 3: Business Model Challenges - "Tuan Hao Huo" initially thrived with substantial user growth, achieving over 10 million users and a GMV exceeding 600 million yuan in its first year [5][6]. - However, the business faced internal challenges with fluctuating positioning and a lack of clear strategy, leading to a decline in daily order volume to 48,000 by the end of 2022 [9]. Group 4: Shift to Instant Retail - Meituan is now refocusing on instant retail, emphasizing its strengths in rapid delivery and local market penetration [12][18]. - The company has announced the opening of physical stores and is expanding its logistics network to enhance its competitive edge in the instant retail sector [18][20]. Group 5: Competitive Landscape - The instant retail market is becoming increasingly competitive, with major players like Alibaba and JD.com posing significant threats [20]. - Meituan's core advantage lies in its established delivery infrastructure and user base, but it faces challenges in maintaining profitability while expanding its market share [20][21].

12月19日，美团旗下即时零售平台小象超市的首家线下门店正式开业。 该店位于北京海淀区华联万柳购物中心，紧邻高端社区，靠近中关村核心商务区。门店面积约为4500平 方米，属于大店模式，与美团旗下硬折扣社区店"快乐猴"形成区分。门店延续了小象超市以生鲜产品为 核心的特性。相较于线上小象超市，店内增加了更多3R（即热、即食、即烹）商品，部分产品的线下 价格更低。 小象超市线下店也是线上零售平台集体转型线下的一个代表。即时零售头部平台朴朴超市也即将在福州 开设首家线下门店，面积约为5000平方米；直播电商平台东方甄选也正在招聘线下首店店长。 在传统超市纷纷进行调改，折扣店、会员店等超市业态各自发力的当下，由线上即时零售平台主导的线 下实体店成为行业一股新势力。 探访小象线下店：以生鲜与熟食为特色 走进小象超市店内，鲜花绿植区首先映入眼帘，随后由清晰的动线引导至蔬菜水果、冷藏乳品、肉类海 鲜及轻食热食等区域，店内还设有自营产品专区。 相较于传统超市，小象超市线下店中生鲜与熟食占比更大，提供盐焗鸡、肉蛋堡、关东煮等多种现制产 品。 相比线上小象超市，线下店增加了自制熟食的种类。熟食区同步销售当日现制的生炸大鸡架、脆皮炸 ...

中经记者 阎娜 孙吉正 成都报道 近日，盒马旗下硬折扣品牌"超盒算NB"首次对外开放加盟通道，首批覆盖上海、杭州、嘉兴、湖州四 城。此举标志着盒马进入了硬折扣业态的规模化扩张的新阶段。 在业内看来，随着加盟模式的推进，"超盒算NB"有望快速抢占市场，但其面临的挑战在于如何平衡规 模扩张与品质管控，尤其是在加盟商筛选与管理体系输出方面，对企业的整体运营能力提出了更高要 求。 今年以来，京东折扣超市、美团旗下硬折扣超市"快乐猴"相继开设新店，传统商超也纷纷转型试水硬折 扣业态，硬折扣零售领域的竞争已悄然提速。受访专家普遍认为，这场竞争不仅是资本和规模的比拼， 更是对选品能力、供应链效率、成本控制及数字化运营的综合考验。 规模化扩张提速 对于"超盒算NB"未来的扩张计划等问题，截至发稿，盒马方面未予以回复。不过从资料可以看出，此 次开放加盟并非 "低门槛扩张"。据官网公示，以 600 平方米标准店为例，加盟商需承担的品牌使用 费、保证金、设备房等前期固定投入达 265 万元。在选址上，品牌要求门店位于大型居住社区或成熟商 圈，面积控制在 500—650 平方米。 一位商超从业者向《中国经营报》记者测算，加盟隐性成本 ...

外界还在猜测"外卖大战"是战是停，阿里、美团与京东的另一个"战争"却突然提速。 日前盒马旗下平价社区超市超盒算NB（NB代表Neighbor Business，意为"邻里商业"）正式对外开放加 盟。据官网介绍，首批开放区域为上海、杭州、嘉兴和湖州四个城市，以600平方米的标准店为例，加 盟费用约为265万元（包括5万元/年品牌使用费、80万元履约及货款保证金、约90万元装修费以及约90 万元设备费）。 盒马超盒算NB突然开放加盟，把原本阿里、美团与京东暗地较劲儿的硬折扣超市大战猛然推了一把。 今年8月，几乎所有目光集中在三巨头的线上外卖大战，线下硬折扣大战却已然开启。 8月29日，盒马旗下平价社区超市盒马NB，正式更名"超盒算NB"。美团旗下的社区折扣超市"快乐 猴"，当天也在杭州开出首店。同样在当天，京东集团创始人刘强东现身宿迁，出现在即将开业的京东 折扣超市。 硬折扣超市提前进入产业速度与规模之争，盒马也同样面临供应链、品控与标准化管理等一系列挑战。 从"比价"到扩张 硬折扣超市是以"极致压缩成本、常态低价"为核心逻辑的零售模式，通过精简供应链实现可持续低价。 围绕"硬折扣"，价格成为最敏感的神经。此前《 ...

Core Insights - Hema's budget community supermarket brand "Chao He Suan NB" has officially opened its franchise application channel, marking its first foray into franchising [2] - The initial cities for franchise openings are Shanghai, Hangzhou, Jiaxing, and Huzhou, with an annual franchise fee of 50,000 yuan, excluding store renovation, equipment, and deposit costs [2][4] - The overall cost for operating a Chao He Suan NB store is estimated to be between 1.5 million to 2 million yuan, which includes various operational expenses [2][4] Franchise Model - The brand offers two types of franchise models: individual and corporate [2] - Franchisees are required to select locations in large residential communities or mature business districts, with store sizes ranging from 500 to 650 square meters [2] Brand Development - Chao He Suan NB, previously known as Hema NB, has evolved since its inception in July 2021, initially focusing on selling discounted perishable goods and inventory clearance [4] - The brand has accelerated its expansion, opening over 20 new stores monthly, with a total of more than 350 stores and a private label product share of nearly 60% [5] Market Context - The timing of the franchise launch coincides with a significant growth opportunity in China's hard discount market, projected to exceed 200 billion yuan by 2024 [7] - Compared to international markets, China's hard discount retail sector has substantial room for growth, with a current penetration rate of only 8% [7] Competitive Landscape - The hard discount sector is becoming increasingly competitive, with new entrants like JD.com and Meituan launching their discount supermarket projects [7][8] - JD.com has opened its first discount supermarket in Hebei and plans further expansions, while Meituan's "Happy Monkey" project aims to establish a significant presence in major cities [8]

Group 1 - Hema has accelerated its expansion by opening 14 new stores of its discount supermarket brand, Super Box, in key cities of the Yangtze River Delta on the same day, indicating a strong push in the retail sector [2][5] - Hema has also been rapidly expanding its Hema Fresh business, opening 72 new stores in 2024, with plans to open nearly 100 more in the 2025 fiscal year [4][5] - The total number of Super Box stores has exceeded 350 as of October 31, with expectations for rapid growth in the future [5] Group 2 - Hema's strategic focus on Super Box is driven by its successful business model and the need to capture the growing demand for community discount supermarkets [6][8] - The Yangtze River Delta is a competitive retail market, and Hema aims to establish a strong presence there before expanding to other regions [7][8] - The hard discount market in China is projected to exceed 200 billion yuan in 2024, with significant growth potential as the penetration rate is only 8% [7][8] Group 3 - The discount supermarket sector is experiencing intense competition, with major players like Meituan and JD.com also entering the market [9][10] - Traditional supermarket brands are adapting by launching their own discount store formats to remain competitive [11] - The competition in the discount supermarket space is not just about speed but also about product differentiation and supply chain capabilities [12]

Core Insights - The article discusses the competitive landscape of community discount stores led by major internet companies like Meituan, JD.com, and Alibaba, which are reshaping the supply chain to offer lower prices and enhance customer experience [3][4][5] Group 1: Market Dynamics - Major internet companies are entering the community discount store market, with new stores opening in regions like Jiangsu and Zhejiang, including Meituan's "Happy Monkey" and JD's discount supermarkets [3][4] - The "hard discount" model is being adopted, which focuses on direct sourcing from manufacturers and reducing intermediaries to achieve lower prices, contrasting with the previous "soft discount" model [4][11] - The community retail sector is experiencing a transformation, with a new ecosystem emerging around local living and near-field e-commerce [4][5] Group 2: Supply Chain and Pricing Strategies - The low pricing strategy in community discount stores is heavily reliant on supply chain optimization, including direct procurement and private label development [11][12] - Companies are focusing on reducing SKU counts to enhance efficiency and drive down prices, which is crucial for attracting customers [11][15] - The average gross margin for stores like Hema NB is maintained at around 15%, with a significant portion of products being private labels [15] Group 3: Competitive Landscape - Hema NB has confirmed profitability in the first half of 2025, indicating the viability of the community discount model [9] - The community retail market is projected to grow significantly, with estimates suggesting a market size of approximately 4.8 trillion yuan in 2024, increasing to about 5.2 trillion yuan by 2025 [10] - The competition among platforms is not just about pricing but also involves understanding consumer needs, managing global suppliers, and innovating private label products [22] Group 4: Future Outlook - The concept of "store-warehouse-network integration" is emerging, where physical stores serve as both retail points and fulfillment centers for online orders [18][21] - Hema NB is planning to expand its store network and is open to franchise opportunities, particularly in the Jiangsu, Zhejiang, and Shanghai regions [19] - The integration of online and offline operations is expected to enhance revenue, profitability, and customer loyalty for these platforms [22]

Core Viewpoint - The article discusses the rising trend of private label brands in the retail sector, highlighting the strategies of various companies like Yonghui, Sam's Club, and Aldi, and the challenges they face in establishing successful private label products in a competitive market [6][12][36]. Group 1: Market Dynamics - Yonghui has decided to develop 500 private label products over five years, aiming for these to account for 40% of total sales, following years of losses [6][12]. - Major retailers like JD, Meituan, and Alibaba are also investing heavily in private label brands, with significant percentages of their product offerings being private labels [13][15]. - The private label market in China has seen a shift in consumer perception, with 90% of consumers aware of private labels and 35% having purchased them in the past six months [11][12]. Group 2: Competitive Strategies - Private labels allow retailers to save on brand promotion and channel development costs, leading to higher profit margins [13][15]. - Successful private label brands focus on unique product offerings that create a sense of scarcity, driving consumer loyalty [16][19]. - Retailers are shifting from merely selling products to creating their own, emphasizing the importance of understanding consumer needs [16][19]. Group 3: Case Studies - Aldi has a remarkable 90% of its products as private labels, focusing on high-quality, low-cost items, and maintaining a strict SKU count to enhance efficiency [22][24]. - Sam's Club has a narrow SKU strategy, with its private label, Member's Mark, contributing significantly to its revenue despite a smaller product range [21][22]. - Fat Donglai emphasizes extreme quality control and direct sourcing, which has led to its strong market presence in Henan [21][24]. Group 4: Challenges and Future Outlook - Many retailers struggle with private labels due to a lack of comprehensive supply chain management and product differentiation, often resulting in poor sales performance [34][36]. - The article suggests that while private labels can be a lifeline for traditional supermarkets, they require a long-term commitment to quality and consumer trust [36][39]. - The future of retail will depend on understanding consumer preferences and building trust through quality products and services, rather than just competing on price [43][45].

Core Insights - Hard discount supermarkets are emerging as a new trend in the retail sector, with major players like Hema, Meituan, and JD entering the market, leading to increased competition [2][6] - The primary appeal of hard discount stores is their low prices, but product quality and brand differentiation are crucial for success [2][3] - The global discount retail channel is projected to grow by 8.2% in 2024, with significant growth potential in the Chinese market, which currently has a penetration rate of only 8% compared to more mature markets like Germany and Japan [3] Group 1: Market Dynamics - Hema's new hard discount store "Super Box" and Meituan's "Happy Monkey" are similar in their focus on high foot traffic locations, smaller store sizes, and a curated selection of products [2] - The competition is intensifying as these new entrants face established players like Aldi, which has a strong foothold in the market with a high percentage of private label products [2][5] - The hard discount model is seen as a response to the growing competition from online retail, with a focus on value for consumers [2] Group 2: Supply Chain and Product Strategy - Aldi has developed a robust supply chain and a high percentage of private label products, achieving up to 90% in some categories, while Hema's private label share is around 60% [2][5] - The success of hard discount retailers hinges on their ability to collaborate with suppliers for product development and customization to meet local market demands [8] - Companies like Ferrero are recognizing the importance of the hard discount channel and are adapting their strategies to capitalize on this growth opportunity [8] Group 3: Operational Efficiency - Hard discount stores are characterized by a "everyday low price" strategy, focusing on cost control and operational efficiency [5][9] - The operational model includes simplified store layouts and reduced product variety to minimize costs and enhance efficiency [9] - There is a recognition that while private label products can enhance margins, retailers must first establish brand recognition and market share to succeed [9]

Core Viewpoint - The rise of hard discount supermarkets is becoming a new trend in the retail sector, with major players like Hema, Meituan, and JD entering the market, leading to increased competition against established giants like Aldi [1][2]. Group 1: Market Dynamics - Hard discount supermarkets are characterized by "everyday low prices," focusing on cost efficiency and a limited selection of high-demand products [5][6]. - The global discount retail channel is projected to grow by 8.2% in 2024, while China's penetration rate is only 8%, indicating significant growth potential compared to mature markets like Germany (42%) and Japan (31%) [2][6]. - The compound annual growth rate (CAGR) for China's hard discount sector is expected to reach 5.6% over the next decade, slightly higher than the 5.5% for convenience stores [2]. Group 2: Competitive Landscape - Hema's "Super Box" has opened nearly 300 stores in just over two years, while Aldi has established 76 stores across China, indicating a rapid expansion in the hard discount segment [6][5]. - The competition is not just about pricing; it also involves supply chain efficiency and the ability to cater to local consumer preferences [6][7]. - Major platforms like Hema, JD, and Meituan leverage user data to optimize product offerings, which may give them an edge over traditional retailers [6][7]. Group 3: Supply Chain and Private Labels - Aldi has developed a robust supply chain with a high proportion of private label products, achieving up to 90% of its offerings, while Hema's private label share is around 60% [1][8]. - Private labels are crucial for maintaining higher profit margins, with typical margins around 50% compared to 20% for branded products [8][9]. - Retailers need to enhance their market selling capabilities to successfully develop private labels, as many struggle with consumer recognition and acceptance [9]. Group 4: Future Outlook - The hard discount sector is still in its early stages, primarily focusing on supply chain cost control rather than comprehensive cost reduction across the entire retail process [9]. - The future may see intense competition similar to the "takeout wars," but the regional nature of retail may mitigate overly aggressive competition [9].