Core Viewpoint - The article discusses the rising trend of baked goods in supermarkets, highlighting their increasing sales and popularity as a response to the challenges faced by traditional fresh food categories [3][10][19]. Group 1: Sales Performance of Baked Goods - Sam's Club's Swiss roll became a phenomenon, contributing 8%-10% to monthly sales in some stores, with annual sales exceeding 1 billion yuan [6]. - Hema's strawberry box sales approached 200 million yuan during the recent sales season, with four baked goods surpassing 100 million yuan in sales since 2020 [6][10]. - The "big mooncake" from Pang Donglai reportedly exceeded 200 million yuan in annual sales [7]. Group 2: Shift in Supermarket Strategy - Supermarkets are shifting focus from fresh produce to baked goods due to the inability to differentiate in the fresh food market, which has been impacted by e-commerce and community group buying [9][10]. - Dazhonghua's new brands "Runfa Workshop" and "Good Wheat" emphasize fresh and healthy baked goods, with products like potato bread selling out on launch day [11][13]. - The bakery segment has significantly boosted sales for stores like Yonghui, with some locations seeing over 520% year-on-year growth in bakery sales after adjustments [13]. Group 3: Competitive Pricing and Quality - Supermarket baked goods are gaining popularity due to their high cost-performance ratio, with prices significantly lower than specialty bakeries [19][21]. - For example, Sam's cranberry bagels are priced at 23.8 yuan for seven, while Costco's cinnamon raisin bagels are 19.5 yuan for six [19]. - Supermarkets maintain quality by using premium ingredients, such as 100% animal cream and imported New Zealand milk powder, while also employing longer fermentation processes for better flavor [23][24]. Group 4: Marketing and Consumer Engagement - Supermarkets leverage social media platforms like Xiaohongshu to promote new products and engage consumers, creating a buzz around popular items [27][31]. - Special promotions and limited-time offers during holidays further drive consumer interest and foot traffic to stores [29][30]. - The combination of competitive pricing, quality ingredients, and effective marketing strategies has positioned supermarket baked goods as attractive options for consumers [24][27]. Group 5: Industry Trends and Future Outlook - The traditional bakery sector is facing challenges, with notable brands like Christine and Huan Niu Cake House shutting down due to financial difficulties [15][17]. - The market share of traditional bakeries is declining as supermarkets capture a larger portion of the baked goods market, with offline supermarkets accounting for 37.7% of the main consumption channels in 2024 [17]. - The competition in the baking sector is expected to intensify, with supermarkets increasingly focusing on product innovation and consumer trends to differentiate themselves [41].

近日，中国连锁经营协会发布了"2024年中国连锁Top100"榜单，该榜单揭示了零售行业在波动中的深刻变革。当连锁百强企业整体销售额实现4.9%的温 和增长、门店总数同比扩张13.5%时，盒马以销售额与门店数双位数增长的突破性表现，成为重塑中国零售业竞争格局的关键变量。在沃尔玛中国以1588 亿元销售额持续领跑的行业格局中，这家诞生于新零售浪潮的零售新物种，正通过战略聚焦、业态创新与下沉市场深耕，演绎着从模式探索到盈利突围的 完整进化路径。 笔者将从战略收缩的盈利逻辑、双轮驱动的业态协同、下沉市场的消费重构、千亿目标的现实挑战及行业启示四个维度，深度解析盒马增长奇迹背后的商 业密码。 2024年初，盒马X会员店上海高青店、大场店、东虹桥店的关闭公告，标志着其X会员店业务从高峰的10家缩减至5家。到5月份，又有两家盒马X会员店 宣布关闭，至此全国会员店门店仅剩3家。这场看似收缩的战略调整，实则是新零售业态从"对标山姆"的野心转向"盈利优先"的务实转型。回溯X会员店的 发展轨迹，其初期以大包装、高客单价为特征，试图在高端会员店赛道与山姆、Costco形成竞争，但实际运营中暴露出多重结构性矛盾：坪效仅为盒马鲜 生店 ...

商品升级：对标胖东来品质 华强城店此次调改力度空前，近万支商品经历大幅汰换，下架同质化单品，新增近3000支趋势性商品，上新率近30%。调整后的商品结构接近胖东来的 80%。 生鲜区汇集了云南有机蔬菜、新疆吊干杏、澳洲和牛、帝王蟹等全国特色产品。同时突出本地特色，洋溢着浓郁东北风味的生鲜区吸引了不少市民。"这里 的生蚝既新鲜又方便，开好盖连蒜蓉都铺好了，回家直接上锅蒸。"正在选购的市民张先生说。 烘焙熟食区是调改亮点，鲜食占比从9%大幅提升至超24%。招牌"榴莲千层"严选马来西亚猫山王榴莲，果肉含量超40%；全线烘焙产品禁用脱氢乙酸钠、代 可可脂等添加剂。熟食区则突出展现东北特色，现场制作的锅包肉外酥里嫩、酸甜适口，卤猪蹄肉香浓郁，更有地道的烤鸭、熏肠等经典熟食。 经过40天的闭店调改，永辉超市沈北华强城店于6月28日焕新开业。门店位于沈北新区华强城商圈，直通地铁2号线师范大学地铁站，消费潜力巨大。这是永 辉在沈阳的第二家学习胖东来模式的调改门店，标志着永辉全国调改店数量增至124家。 食品百货区悉心网罗本地消费者喜爱的地道特色产品，从大酱汤的经典味道、杂粮豆包的健康日常，到本地知名的乳酸黄瓜、俄式冰激凌、哈 ...

6月27日，盒马鲜生天津首店在南开区天津大悦城正式开门营业，这一标志性事件不仅为天津市民带来了全新的生鲜购物体验，也标志着盒马在北方市场 的布局迈出了重要一步。 天津大悦城作为天津内环核心区域的年轻消费核心商圈和品牌潮流风向标，为盒马首店提供了绝佳的区位优势。 这家超过3000平方米的门店，依托天津百年商脉积淀，通过数据驱动的精准选品系统，引入了7000余款全球及本地特色商品，涵盖了鲜活海鲜、高品质肉 类、烘焙甜品、进口食品等多个品类，满足了不同消费者的需求。 同时，门店配套的30分钟极速达服务，让天津市民能够享受到"从产地到餐桌"的便捷生鲜购物体验。 开业首日，盒马天津首店便吸引了众多热情的天津市民。上午10点开业前，入口处就排起了长长的队伍，烘焙甜品、鲜活海鲜、高品质肉类成为了三大消 费热点。 猫山王榴莲千层蛋糕、原味&伯爵红茶味瑞士卷和龙井冰皮绿豆糕饼等甜品备受欢迎，而安格斯谷饲牛肋条、冰鲜猪肋排和各式烤肉片等家庭商品则受到 家庭顾客的青睐。 除了上门的顾客，还有上千用户通过盒马App下单，3公里范围内最快30分钟就能送达消费者手上，让人们可以躺在家中就能吃到新鲜的菜品。 为了迎接开业，盒马鲜生推出了多 ...

今年夏天，榴莲价格上演"跳水"剧情！ 根据农业农村部全国农产品批发市场价格信息系统数据显示，进入5月以来，榴莲品类全国批发均价连日下降。截至5月23日，价格显示为51.38元/公斤， 较4月的批发均价69.26元下降25.8% 。 街头水果店金枕榴莲价格"腰斩"，超市里促销牌上的数字格外吸睛，社交媒体上#榴莲自由#的话题热度居高不下。这场从供应链端蔓延至消费市场的价格 雪崩，不仅让消费者狂欢，更揭开了榴莲产业隐藏多年的深层矛盾。 当"水果顶流"从高价神坛跌落，背后是产地供应、品质管控、消费逻辑的全面重构。我们需要从榴莲入华的历史纵深，到行业巨头的兴衰，再到消费者心 态的转变，拆解这场影响千万人味蕾与钱包的市场震荡。 榴莲入华：从小众贡品到国民水果的逆袭 榴莲进入中国的故事，要从岭南侨乡说起。上世纪80年代，广东、云南边境的小额贸易中，零星出现马来西亚、泰国侨商携带的榴莲。 彼时冷链技术尚未普及，榴莲只能以"干果"或"半生果"形式辗转入关，运输损耗高，价格昂贵。在广州清平市场、昆明金马坊，榴莲是侨眷与涉外酒店的 专属消费品，普通人对"水果之王"的认知，停留在"气味怪异的昂贵稀罕物"。 2001年中国加入WTO， ...

Core Insights - The article discusses the successful transformation of traditional supermarkets in China, particularly focusing on the "胖东来" (Pang Dong Lai) model, which emphasizes high-quality products and exceptional customer service [1][3][4] - The article highlights the growing trend of traditional supermarkets adopting the Pang Dong Lai model to enhance customer experience and drive sales amid increasing competition from online shopping [5][10] Group 1: Pang Dong Lai Model - Pang Dong Lai has become a popular shopping destination, attracting not only local consumers but also tourists, indicating its strong brand appeal [2][3] - The supermarket's sales reached 10.176 billion yuan as of June 2, 2023, with the supermarket segment contributing approximately 5.566 billion yuan [3] - The model's success is attributed to a focus on customer trust, high-quality products, and a robust supply chain, which differentiates it from traditional supermarkets [3][4] Group 2: Traditional Supermarket Transformation - Traditional supermarkets are increasingly adopting the Pang Dong Lai model, with over half of surveyed supermarkets reporting an increase in customer traffic after implementing changes [5][6] - The transformation process includes improving product quality, enhancing customer service, and optimizing store layouts to create a more pleasant shopping experience [6][8] - A survey indicated that 51.1% of physical stores saw a year-on-year increase in customer visits, demonstrating the effectiveness of these transformations [5] Group 3: Consumer Experience and Service Innovation - The article emphasizes the importance of customer experience, with supermarkets implementing personalized services and creating comfortable shopping environments [8][9] - Innovations include the introduction of various customer-friendly features such as rest areas, health measurement stations, and specialized shopping carts [9][10] - The focus on service quality and customer satisfaction is seen as essential for retaining customers and encouraging repeat visits [13][14] Group 4: Future Directions and Challenges - The article discusses the potential challenges of replicating the Pang Dong Lai model in different regions, including cost pressures and cultural differences [10][11] - It suggests that traditional supermarkets should focus on differentiating their offerings and maintaining a unique identity while adapting to local consumer preferences [11][12] - Future strategies may involve enhancing digital integration, optimizing supply chains, and creating immersive shopping experiences to drive consumer engagement [15][16]

本报讯 （记者李婷李亚男）6月13日，永辉超市股份有限公司（以下简称"永辉超市"）胖东来模式调改 完成全国100店，江苏南京江宁万达广场店正式开业。这标志着永辉超市胖东来模式调改进入规模化、 系统化阶段，"胖东来化"正逐渐成为永辉"品质零售"的标配。 永辉超市副总裁、全国调改项目负责人王守诚表示，永辉超市100店阶段的胖东来模式调改成果主要体 现在聚焦"人货场"三大方面的升级转变。在"人"方面，提升员工的专业技能与工作热情，让员工从"服 务者"升级为实现自我价值的"零售工匠"；在"货"方面，逐步完成从"性价比"到"质价比"的跨越； 在"场"方面，将从"零售空间"升级为"品质生活中心"，使永辉超市成为更适合中国主流家庭的国民品质 超市。 据了解，调改后的永辉超市江宁万达店在商品、服务、员工等方面大幅优化。商品方面，门店对原有 13358个商品进行全面梳理，下架9418支商品，新增5274支商品，新增比例超过63%。调整后商品结构 接近胖东来商品结构的80%，鲜食比例从5%提升至23%，进口商品占比达15%。 为了更好地满足南京消费者的需求，永辉超市与当地供应商合作引入特色烤鸭、南京盐水鸭和六合猪头 肉等当地特色 ...

Core Insights - The opening of the first "Fat Donglai" model store by Yonghui Supermarket in Shijiazhuang marks a significant shift towards quality retail, aiming to meet the needs of mainstream Chinese families [1][3] - The store's renovation includes a substantial product refresh, with nearly half of the items replaced and the introduction of around 10,000 new products, enhancing the fresh food offerings [3][4] Company Strategy - Yonghui plans to expand its modified stores from 97 to 150 by the end of July 2023, with a target of 300 stores by the Lunar New Year in 2026, focusing on quality retail aligned with the Fat Donglai model [3] - The company emphasizes high-quality products, competitive pricing, and superior service to better cater to consumer demands [3] Product Offering - The store features a diverse range of fresh produce, including organic vegetables and local specialties, with a focus on rapid delivery from farm to shelf [3][4] - Seasonal products such as live crayfish and a variety of seafood are prominently displayed, alongside a dedicated section for tropical fruits [4] Sales Performance - During the Dragon Boat Festival, the modified stores reported an impressive 85% year-on-year increase in total sales, with foot traffic rising over 50% [4] - Notable product sales included a 68% increase in the sales of "Feizi Xiao" lychee and an 80% increase in "Qilin" melon [4] Store Experience - The renovated store features a more spacious layout, improved visibility, and enhanced shopping experience, including a dedicated area for Fat Donglai branded products [5] - New customer service amenities include health measurement tools and a relaxation area, aiming to improve overall customer satisfaction [5] Employee Welfare - The number of employees at the store has doubled, with a nearly 30% increase in overall salaries and improved working conditions [5] - Employee benefits have been enhanced, including paid vacation and free meals, to ensure staff well-being and satisfaction [5]

Group 1 - The core viewpoint is that the consumption market in the capital is vibrant, with supermarket companies accelerating their innovative transformation efforts [1] - Yonghui Supermarket's Millennium Street store has completed its upgrade and is the first self-adjusted store in Fengtai District, showing significant improvement in customer traffic during the recent Dragon Boat Festival holiday, with an increase of over 70% compared to the same period last year [1] - The upgraded store features a widened main aisle of 3 meters, standardized shelf height of 1.6 meters, an increase in cash register stations to 24, and the removal of mandatory shopping routes, enhancing the shopping experience [1] Group 2 - During the Dragon Boat Festival, Yonghui's nationwide adjusted stores reported impressive sales performance, with total sales increasing by 85% year-on-year and customer traffic rising by over 50% [2] - Specific product sales saw significant growth, with the sales of Feizi Xia lychee increasing by 68%, Qilin melon by 80%, and YH Bakery's durian mille-feuille cake and garlic shrimp achieving growth rates of 132% and 120%, respectively [2] - Following the opening of the Millennium Street store, the total number of Yonghui's adjusted stores reached 96, with expectations to reach 150 by the end of July and a target of 300 stores before the Lunar New Year in 2026 [2] Group 3 - All Yonghui Supermarket locations, including the Millennium Street store, will provide temporary resting and tea break services for high school students and their parents during the national college entrance examination from June 7 to 10 [3]

还有晋江（福建县域经济第一）、昆山（连续18年百强县榜首）均成为新据点。这些区域人均可支配收入超6万元，家庭汽车保有量达一线城市水平，完 美匹配山姆"中产家庭、高频次、高客单"的会员画像。 门店密度激增在倒逼山姆管理架构变革。截至2025年5月，上海独占7店，北京、深圳各拥4店，而广袤的北方仅有北京、天津、沈阳等零星据点，郑州、 青岛项目预计2026年才能面世。在华东区域聚集了山姆近40%的门店，也面临更加激烈的竞争态势。 近日，多家权威媒体报道山姆会员店开启新一轮大区组织调整，原6个大区裂变为7个，新设江苏、浙江两大区，同时取消原东区建制。华东市场被拆分为 江苏、浙江、上海三个独立战区。这场变革距离山姆新帅Jane Ewing上任仅百日，也意味着山姆站上"规模效率"发展的新阶段。 向下沉城市"扩张" 山姆的扩张速度正在刷新纪录。2025年原计划新增8家门店，而实际进度远超预期，6月前已落地合肥、嘉兴、武汉等6店，全国门店总数达56家。若上海 金桥、广州荔湾等店如期落地，全年新增门店可能达到11家，创下入华29年来的开店巅峰。 其布局呈现两大特征。首先是华东加密，上海金桥店（浦东第三店）、无锡惠山店（苏南第二 ...