文丨零售氪星球 方圆 这几年，国内上万平米大超市的主旋律是"收缩"和"变小"。行业共识是，大卖场模式结束了。但，东北 沈阳市场却冒出一家反其道而行的区域"黑马"。 2024年底，开心农场首家A 会员店开出来，一上来就是2 万平米大体量；一年后，这家超市在沈阳建筑 大学附近开出第二家同体量大店。开业当天，人潮蜂拥而至，停车位很快饱和，不少人干脆把车停到外 场，再坐摆渡车进店。小红书上，一些人抱怨，开业几天后，门店里依然很挤。 图源@网络 同行们做减法，甚至一窝蜂开"小店"，开心农场A 会员店却敢逆势"放大招"。一位知情人士告诉「零售 氪星球」，除了开出第2店，开心农场A 会员店在沈阳第3家店也在筹备中。甚至，他们还有了到华东上 海开店的想法。 在沈阳，这家店也是同行效仿的对象。有消息称，当地很快将有另外2-3家类似门店开出。 如其店名，生鲜超市起家的开心农场A会员店，本意是跳脱传统超市只能卷价格的压力，效仿近年风靡 一时的 "山姆会员商店"。但现在的它，显然，更像一个将传统货架式生鲜超市推倒重来，全方位重 构，充满浓郁本地特色、满足消费升级的新业态。 二层，承接一日三餐。蔬菜和肉类是基本盘，搭配熟食、休闲食品和 ...

Core Insights - Wumart Supermarket has opened four new "Learning Fat Donglai" stores in Beijing, marking the first implementation of its AI-driven new retail strategy in the northeastern suburbs of Beijing [1] Group 1: Store Openings and Locations - The newly opened stores are located in residential areas, which are expected to complement the surrounding community businesses [3] - The stores include the Xinjingping store in Pinggu District, Huaye Rose store in Tongzhou District, and Fengti Shidai store in Fengtai District, with the Mukexiyuan store set to open on November 21 [1][3] Group 2: Product Offering and Strategy - The new stores have introduced a product mix where 70% of the items are new, closely aligning with the product structure of Fat Donglai, which is at 80% [3] - The focus is on high-frequency repurchase categories such as cooked food, baked goods, and fresh produce, with a special emphasis on winter storage vegetables to cater to northern consumers' seasonal habits [3] Group 3: Technology and Service Enhancements - The stores utilize multi-point AI technology for comprehensive management of fresh product quality, implementing mechanisms like "daily clearance" for fresh items and time-based discounts for cut fruits [5] - New services include professional aquatic slaughtering and poultry pre-processing, along with amenities such as free tea, drinking water, microwaves, ice, blood pressure monitors, and pet storage [6] Group 4: Performance Metrics - After the renovation of the first "New Wumart" store, daily offline sales increased by over 2.5 times, and daily transaction frequency rose by nearly 1.5 times [6] - Overall, the daily sales and customer traffic of all "New Wumart" stores have seen an increase ranging from 50% to 300% compared to pre-renovation levels [6]

但11月最新发布、截至2025年9月的6个月中期业绩显示，高鑫零售（大润发母公司）半年营收305.02亿元，同比下滑12.1%，净亏损额1.27亿元。显然， 大润发至今还深处大卖场模式落伍、线上不力、消费者流失的行业阴影里。 这是德弘资本今年2月入主高鑫零售后的第一张成绩单，一边是动作频频的调改，一边是仍在承压的财务表现，大润发必须要在"转型阵痛"和"稳住基本 盘"间找到未来的发力点。 国内商超近年的转型潮，大润发是一个不能忽视的存在。 调改500店的3年之约 这个昔日商超之王，至今仍居CCFA 2024年中国超市TOP100榜单上第二名（NO.1是沃尔玛），大润发没有像榜单第四、第五名的永辉和物美一样外求， 激进"胖改"，而是和沃尔玛一样，选择自主转型。 11月12日的业绩投资者会议上，高鑫零售主席华裕能表示，将加速门店调改，预计3年内完成500家店调改。为此，高鑫零售组建专项变革小组，还将优化 激励方案，确保提升团队效能。 未来3年，大润发将以"健康商品+快乐体验+贴心服务"为基石，围绕"三公里客群"打造兼顾体验和效率的门店模型，满足家庭采购，也覆盖年轻客群的即 时需求。 而从财报及大润发最新掌舵团队的表 ...

Core Insights - A new food processing business, Panlong District Runxin Cooked Food Processing Store, has been established with a registered capital of 50,000 RMB [1] Company Summary - The legal representative of the newly established business is Zhang Qiong [1] - The business scope includes licensed projects such as catering services and food sales, which require approval from relevant authorities before operation [1] - General projects include wholesale of edible agricultural products, which can be conducted independently with a business license [1]

天眼查App显示，近日，淮安经济技术开发区加鹏熟食店（个体工商户）成立，法定代表人为蓝加鹏， 注册资本5万人民币，经营范围为许可项目：食品销售；小餐饮、小食杂、食品小作坊经营（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，具体经营项目以审批结果为准）一般项目：食品销 售（仅销售预包装食品）；保健食品（预包装）销售；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）。 ...

Core Insights - The opening of two new Wumart Supermarkets in Beijing's Chaoyang and Fengtai districts marks a strategic expansion, enhancing the company's presence in high-quality retail services in these areas [1] Group 1: Store Details - The new stores, located in the core areas of Yangqiao and Dongba, have adopted a product structure similar to that of "Fat Dong Lai," with 80% of their offerings aligned with this model [1] - Both stores have introduced direct-sourcing winter storage vegetables, catering to seasonal consumer needs [1] Group 2: Market Positioning - The Yangqiao store is strategically positioned near established commercial entities like Yintai Department Store, serving densely populated communities in Fengtai District [1] - The Dongba store complements nearby facilities such as Evergrande City Plaza, enhancing the retail ecosystem with family-friendly, fitness, and dining options [1] Group 3: Product Strategy - The new stores have implemented Wumart's AI-driven retail model, introducing 70% new products and optimizing categories such as prepared foods, baked goods, and fresh produce to meet winter consumption demands [1]

Core Insights - The article discusses the contrasting trends in the retail sectors of China and Japan, highlighting the rapid online transformation in China versus Japan's slower adoption of digital sales in supermarkets [3][14]. Group 1: Sales Performance and Market Structure - Japan's supermarket industry is projected to reach approximately 1.2 trillion RMB in total sales by the end of 2024, reflecting a year-on-year growth of 3.9% [5]. - The total number of supermarkets in Japan is 23,039, with a net decrease of 35 stores compared to the previous year [7]. - The sales structure shows a slight decline in traditional fresh produce categories, while ready-to-eat and daily goods are gaining popularity, indicating a shift in consumer preferences [17][18]. Group 2: Workforce and Employment Trends - The average number of full-time employees per store is about 14, with a stable workforce structure and an increase in the proportion of female employees from 24.4% to 26.2% over the years [9][10]. - The industry has seen a moderate increase in wages, with average salary growth maintained between 1% to 3% annually, despite rising operational costs [10][11]. Group 3: Digital Transformation and Service Efficiency - The adoption of digital services in Japanese supermarkets is accelerating, with self-checkout rates increasing from 15.8% to 37.9% over the past few years [11][13]. - There is a noticeable reduction in non-core service functions, as supermarkets shift focus towards efficiency and customer experience [11][12]. Group 4: Private Brand (PB) Products - The penetration of private brand products in supermarkets has increased significantly, with the introduction rate rising from 70.6% to 81.9% [20][21]. - However, the sales share of PB products peaked at 10.3% in 2022 and has since declined to 8.9% in 2024, indicating challenges in maintaining growth amid competitive pressures [20][21]. Group 5: Consumer Behavior and Market Adaptation - Consumer shopping behavior is evolving, with weekday shopping emphasizing convenience and efficiency, while weekend shopping is more family-oriented and purpose-driven [29][31]. - The rise of food-focused drugstores is creating new competition for supermarkets, highlighting the need for supermarkets to leverage their strengths in quality and trust [29][31]. Group 6: Strategic Adjustments for Supermarkets - Supermarkets are encouraged to rethink their strategies in response to changing consumer demands, focusing on enhancing in-store communication and customer experience [32]. - The key to survival in the face of demographic changes and diverse consumer needs lies in understanding consumer behavior and innovating business models accordingly [32].

Core Points - The stock price of Huaying Agriculture reached a limit up on November 11, trading at 3.45 CNY per share with a total market capitalization of 7.358 billion CNY [1] - Year-to-date, Huaying Agriculture's stock price has increased by 44.35%, with a 14.62% rise in the last five trading days [2] Financial Performance - For the period from January to September 2025, Huaying Agriculture reported a revenue of 3.79 billion CNY, reflecting a year-on-year growth of 0.89%. However, the net profit attributable to shareholders was -32.23 million CNY, a decrease of 198.26% compared to the previous year [3] - The company has distributed a total of 85.51 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [4] Shareholder Information - As of October 31, Huaying Agriculture had 37,200 shareholders, a decrease of 0.42% from the previous period, while the average number of circulating shares per shareholder increased by 0.42% to 57,176 shares [3]

French food co-op Eureden has agreed to sell a majority stake in charcuterie busness André Bazin to local peer Arcado. In a statement, Eureden, the co-operative behind the D’aucy and Paysan Breton brands, said the tie-up will see André Bazin and Arcado pursue growth in “high-quality” regional charcuterie and “expand their operations” upstream and downstream. Financial terms were not disclosed. André Bazin specialises in charcuterie and ingredients, selling primarily to manufacturers and foodservice custo ...

Core Insights - The company reported a slight increase in revenue but significant losses in net profit for the first three quarters of 2025 [1][2] - The company's gross margin and net margin have both declined compared to the previous year [2] Financial Performance - Revenue for the first three quarters was 3.79 billion yuan, a year-on-year increase of 0.89% [1] - Net profit attributable to shareholders was -32.23 million yuan, a year-on-year decrease of 198.26% [1] - The basic earnings per share was -0.02 yuan [1] - Gross margin for the first three quarters was 6.09%, down 0.73 percentage points year-on-year [2] - Net margin was 0.74%, a decrease of 1.49 percentage points compared to the same period last year [2] Quarterly Analysis - In Q3 2025, the gross margin was 5.22%, down 0.75 percentage points year-on-year and down 0.17 percentage points quarter-on-quarter [2] - The net margin for Q3 was 0.60%, a decline of 1.07 percentage points year-on-year and 0.49 percentage points quarter-on-quarter [2] - Total expenses for the period were 153 million yuan, a decrease of 16.68 million yuan year-on-year [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 38,700, a decrease of 10,200 or 20.90% from the end of the previous half [2] - The average market value per shareholder increased from 102,800 yuan to 163,500 yuan, a growth of 59.10% [2] Company Overview - The company, Henan Huaying Agricultural Development Co., Ltd., is located in Huaiyang County, Henan Province, and was established on January 30, 2002 [3] - The main business includes duck/chicken breeding, incubation, poultry sales, feed production, and processing of frozen products [3] - Revenue composition includes down products (65.43%), frozen products (19.27%), and cooked food (13.21%) [3]