以下文章来源于灵兽 ，作者晴山 灵兽 . 专注零售，聚焦消费。商业改变世界。你们负责改变世界，我们带你们改造商业。灵兽，零售消费行业 头部新媒体平台，为商业原创报道而生。投稿及合作：lingshouke@126.com 将投中网设为"星标⭐"，第一时间收获最新推送 很多综超向"食品加强型超市"转型，在熟食和烘焙里寻找第二曲线。 作者丨 晴山 来源丨 灵兽 调改热潮持续升温 "现在我们家附近的那个超市，熟食区确实比生鲜区热闹了一些。"生活在北京的白领张雯对《灵 兽》说道。 32岁的张雯目前是一名互联网公司的产品经理，平时工作节奏较快、加班频繁，对于吃饭这件事， 她的需求很明确——方便、健康、口感好。"以前下班路过家门口的超市，主要是买点蔬菜、水果之 类的，自从今年年初家附近的超市重新升级装修后，现在我发现它们的熟食和半成品样式多了好多， 可选择的余地也多了，口味谈不上特别出众，但也能解决一顿饭的问题，有些直接买回家就能吃 了。" 她称，以前一周去超市1-2次，主要买蔬菜、水果、零食。但现在工作日下班后几乎都会进去买点吃 的东西带回家，"每次买的东西不一样——今天买个酱鸭腿，明天买份宫保鸡丁半成品，后天买点新 鲜 ...

上海2025年8月26日-- 近年来，餐饮市场的竞争格局正在悄然生变。 随着核心商圈租金成本攀升和流量红利见顶，越来越多的品牌将目光投向了一片新的蓝海——社区街 道。 这里不仅有更低的经营成本、更稳定的常住客群，还蕴含着"最后一公里"消费的巨大潜力。 在这场从商场到社区的"下沉"战役中，有两个品类的表现尤为抢眼：一个是涵盖丰富、极具中国烟火气 的"小吃"，另一个则是带着洋基因却加速本土化的"咖啡"。 一、社区餐饮如何成为小吃品类新引擎 当前，社区小吃店正以其灵活的经营模式和亲民的性价比，成为餐饮市场中一股活跃的力量。它们不仅 满足了消费者对便捷、实惠餐食的需求，也为城市增添了浓浓的"烟火气"。 红餐产业研究院与仟味高汤联合发布的《小吃快餐产业发展报告2025》里提到，2024年，我国小吃快餐 市场规模已突破万亿元，同比增长7.55%。预计2025年市场规模将进一步增长至1.08万亿元，其市场规 模增速居全国餐饮各细分赛道前列。 这表明小吃赛道拥有广阔的消费基础和巨大的市场潜力。 而社区小吃店的成功，很大程度上得益于其与周边居民的紧密联系和带来的便利性。它们有效地满足了 上班族、周边居民等群体便捷用餐的需求，不 ...

8月25日，北京商报记者了解到，物美超市新街口店作为西城区首家调改后"胖物美"，将于8月29日正式 焕新开业。 据了解，该店在商品结构、服务体验、员工福利三个维度进行升级。调改后的物美超市新街口店商品结 构将接近胖东来商品结构的80%。门店大幅扩增烘焙和熟食现制加工区，每日供应数十款现做食品，并 提供试吃服务。同时，为贴合本地口味，门店还上架了多款北京传统小吃和特色食品。 服务体验方面，该门店在入口处设置一站式便民服务区，提供自助茶饮机、应急药箱、血压测量仪等10 余项基础服务，还推出宠物寄存等服务。 门店员工福利也同步提升。据悉，门店调改后，员工薪资普遍提升至原薪资的1.5倍以上，所有员工均 可参与门店利润分红。员工入职满一年即可享受10天年假，每日工作时长也相应缩短。 图源 北京商报、企业提供 巧合的是，北京第12家"胖永辉"也宣布于8月26日恢复营业。区别于其他北京永辉"胖改店"，该店增加 了老北京小吃、现制卤水豆腐等。此外，8月28日，永辉超市燕郊上上城店也将焕新开业，大兴康庄天 键广场店也将在9月完成调改。 "胖改店"在京扎堆开业，消费者的新鲜感还能持续多久？此前的"胖改店"在经历开业高峰后，如今客 ...

服务体验方面，该门店在入口处设置一站式便民服务区，提供自助茶饮机、应急药箱、血压测量仪等10 余项基础服务，还推出宠物寄存等服务。 门店员工福利也同步提升。据悉，门店调改后，员工薪资普遍提升至原薪资的1.5倍以上，所有员工均 可参与门店利润分红。员工入职满一年即可享受10天年假，每日工作时长也相应缩短。 北京商报讯（记者 王维祎）8月25日，北京商报记者从物美了解到，物美超市新街口店作为西城区的首 家调改后"胖物美"，将于8月29日正式焕新开业。 该店在商品结构、服务体验、员工福利三个维度进行升级。调改后的物美超市新街口店商品结构将接近 胖东来商品结构的80%。门店大幅扩增烘焙和熟食现制加工区，每日供应数十款现做食品，并提供试吃 服务。同时，为贴合本地口味，门店还上架了多款北京传统小吃和特色食品。 ...

天眼查App显示，近日，宜宾市叙州区焙福里烘焙坊（个体工商户）成立，法定代表人为刘亚鑫，注册 资本8万人民币，经营范围为一般项目：互联网销售（除销售需要许可的商品）。（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动）许可项目：食品销售；餐饮服务。（依法须经批准的项 目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

天眼查App显示，近日，永丰县轻蜜甜舍烘焙食品有限公司成立，法定代表人为张秋芸，注册资本6万 人民币，经营范围为许可项目：餐饮服务，食品生产，食品销售（依法须经批准的项目，经相关部门批 准后在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为 准）一般项目：食品互联网销售（仅销售预包装食品）（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）。 ...

天眼查App显示，近日，宜阳新区麦莎烘焙食品店（个体工商户）成立，法定代表人为段水平，注册资 本5万人民币，经营范围为许可项目：食品销售（依法须经批准的项目，经相关部门批准后在许可有效 期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一般项目：食 品销售（仅销售预包装食品），互联网销售（除销售需要许可的商品），个人互联网直播服务，外卖递 送服务（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

永安市的商业版图近日迎来了一次重要革新，随着永辉超市五四路店的全新亮相，这座闽西山城展现出了零售新风貌。8月22日，这家深度借鉴"胖东来模 式"的超市重装开业，不仅标志着三明地区零售服务的一次升级，也彰显了永安市推动消费升级、打造区域商贸中心的决心。 在商品层面，永辉超市五四路店进行了大刀阔斧的调整。基于对永安消费者既追求实惠又注重品质的深刻洞察，门店下架了近万支原有商品，同时引入了 超过3200支优质新品。调整后的商品结构接近胖东来标准的80%，进口商品比例提升至15%，更加贴合本地客群的消费习惯。走进卖场，烘焙区的香气扑 鼻而来，现场现烤成为主流，烘焙、熟食等鲜食占比从原来的5%提升至25%，为消费者提供了更多新鲜热食的选择。 在员工关怀方面，永辉超市五四路店同样下足了功夫。调改后的员工平均薪资大幅提升，福利体系也更为完善。工作满一年的员工即可享受长达10天的带 薪年休假，门店后场环境大幅优化，新增了舒适的员工休息室和更衣室，并对员工食堂进行了提升。这些举措有效提升了员工的工作满意度和归属感，为 向顾客提供优质服务奠定了坚实基础。 永辉超市五四路店的焕新开业，不仅为永安市带来了更优质的商品和服务，更标志着 ...

Group 1 - The stock price of Yiming Food closed at 21.73 yuan on August 21, 2025, down 5.15% from the previous trading day, with a trading volume of 595 million yuan [1] - Yiming Food primarily engages in the production and sales of dairy and baked goods, with brands such as "Yiming Fresh Milk Bar," and its business covers the East China region [1] - On August 20, the company announced that shareholders Pingyang Xinyue, Pingyang Mingniu, and Pingyang Chengyue plan to reduce their holdings by no more than 12.03 million shares, accounting for 3% of the total share capital, due to personal funding needs [1] Group 2 - For the first half of the year, the company reported revenue of 1.401 billion yuan, a year-on-year increase of 2.12%, and a net profit of 32.22 million yuan, a year-on-year increase of 21.73% [1] - On August 21, the net outflow of main funds was 17.35 million yuan, while the net inflow over the past five days was 112 million yuan [1]

Summary of Conference Call on Yonghui Supermarket Industry Overview - The retail industry is undergoing a transformation during the economic adjustment period, with consumers increasingly focusing on cost-effectiveness. Retailers and distributors are showing higher growth potential compared to traditional food and beverage companies, as evidenced by the annualized returns of Japanese and American retail companies exceeding those of traditional firms during similar economic conditions [2][3]. Key Insights on Yonghui Supermarket - Yonghui Supermarket, as a major Chinese retail chain, is positioned to capitalize on the low online penetration rates in food and beverage sectors. The company aims to enhance its competitive edge through improved operational efficiency, optimized supply chain management, and innovative service models [2][8]. - The shift from deep distribution to large-scale, multi-category distribution in China is driven by declining terminal sales momentum and increasing consumer demand for high-cost performance products. This new distribution model enhances risk resistance by lowering markup rates and improving efficiency [2][7]. Consumer Behavior and Market Dynamics - Despite the rapid growth of e-commerce in China, offline supermarkets still have significant development potential. Online consumption has plateaued at over 30%, with substantial differences in online penetration rates across product categories. For instance, beverages and snacks have online penetration rates below 20%, particularly in lower-tier cities [2][5]. - Instant retail is expected to coexist with traditional supermarkets, primarily catering to convenience needs but often at higher prices. Price-sensitive consumers are likely to prefer large chain supermarkets that offer lower prices and guaranteed quality [2][6]. Yonghui's Strategic Initiatives - Yonghui's new model eliminates entry fees, leading to lower terminal prices and a more competitive product mix tailored to consumer preferences. The emphasis on baked goods and prepared foods aligns with the growing demand for convenience among aging and smaller households in China [4][14]. - The company is expanding its private label offerings to provide lower-priced products, thereby creating a price advantage and broadening its product range [4][17]. Financial Performance and Future Outlook - Yonghui's financial performance is influenced by high headquarters financial costs, projected to be around 1 billion to 1.1 billion yuan in 2024. However, these costs are expected to decrease as cash flow improves and new store openings generate positive cash flow [26]. - The forecast for Yonghui's store profitability indicates potential growth, with expectations of achieving profits of 1.815 billion yuan in 2026 and 2.38 billion yuan in 2027, assuming a stable sales performance across its stores [24][27]. Challenges and Competitive Landscape - The Yonghui model is not easily replicable by other supermarkets due to high capital requirements, scale advantages, and extensive experience in fresh produce management. These factors contribute to Yonghui's competitive edge in the market [22]. - The company faces uncertainties regarding individual store performance and the potential for exceeding expectations, particularly in lower-tier markets where e-commerce penetration is low [27]. Conclusion - Yonghui Supermarket is well-positioned to leverage its strengths in supply chain management and operational efficiency to navigate the current economic landscape. By focusing on enhancing its product offerings and optimizing its business model, Yonghui has the potential to emerge as a strong investment opportunity in the retail sector [28].