36氪独家获悉，美团在社区折扣超市"快乐猴"之外，其前置仓业务小象超市也在筹备新的线下店项目。 新项目将采用大店模式，于今年6月正式立项，由小象超市既有团队负责，首店预计今年12月在北京开 出。 至此，美团的线下布局可以概括为"两条腿走路"：线下折扣项目"快乐猴超市"划分至社区团购业务"美 团优选"，对标盒马NB、奥乐齐等社区超市；大店项目由小象超市团队负责，跳出社区做大店，整体选 品定位也更贴近目前小象超市的中高定位。 美团的线下布局，伴随着新业务的优化与转向而生。今年4月，36氪曾独家报道小象超市即将开设线下 店，社区折扣店、大店均在考虑范围；6月下旬，美团优选宣布退出亏损区域，仅保留杭州、广东等少 数地区的业务，而小象超市从今年1月起开始酝酿的"快乐猴超市"转而交由原优选团队负责，保留了优 选仓储中心的杭州成为开店第一站；同样是在6月，小象内部将大店立项——与持续亏损的社区团购相 比，即时零售跑出了确定性需求，美团也从优选业务中离场，转而抢夺线下阵地的增量市场，这构成了 美团新业务的最新变化。 目前，快乐猴超市在杭州的筹备已经基本完成，位于杭州市拱墅区大关路的首店将于8月29日开业，门 店SKU约170 ...

"雷厉风行"的京东，又切入了一条全新赛道。 前不久，全国首家京东折扣超市正式对外营业，更大的经营面积和数千款高性价比商品在开业首日吸引了近6万人涌入。根据京东的规划，接下来还会开 出5家折扣超市门店。 就近来看，7月底物美集团所推出的硬折扣业态"物美超值"在北京首批6家门店官宣同步开业，门店普遍维持在8000~1000平方米之间，SKU数量控制在 1300个以内，自有品牌占比超过60%。通过极简主义和并不算太大的门店，来为消费者提供高频消费需求的商品，开业之初如5.9元的豆浆、9.5元的葡萄 汁、19.9元的进口三文鱼块都是门店内的畅销产品。 事实上，除了京东进入硬折扣赛道掘金，国内品牌中有物美集团旗下的物美超值、美团的快乐猴、量贩零食赛道里的省钱超市等，国际品牌里还有来自德 国的硬折扣鼻祖奥乐齐，客观来说，整个硬折扣赛道如今已变得相当拥挤。 之所以各大巨头纷纷涌入，除了在追求质价比这一消费趋势影响下所带来的广阔发展前景外，供应链才是各路选手争夺的关键。今年以来，已经接连做出 多项大动作的京东所瞄准的也正是这一点。 京东再出手，卷向硬折扣 8月16日，全国首家京东折扣超市在河北涿州正式营业，开业当天吸引了6万 ...

以下文章来源于新零售 ，作者联商网编辑部 新零售 . 中国零售门户网站联商网出品，全面关注新零售、新业态、新门店。 出品 /联商网 撰文 /西泠雪 京东开始出手发力折扣超市了。 8月16日，京东折扣超市全国首店在河北涿州正式开业 ， 备受业内关注。 涿州门店是京东继北京试点后的规模化落地，此次以大型门店形态亮相，也标志着京东以深度整合的供应链优势为支点，全面进军线下大型折扣零售赛道。 开业首日，联商网对京东折扣超市涿州门店进行了实地探访，京东打造的"硬折扣"模式有哪些亮点？下一步又有哪些发展规划？ 01 一家 " 超级 " 折扣超市 联商网在现场看到， 该店 位于 河北 涿州 市 清凉寺街道范阳中路 590号君悦广场，门店面积达5000m²，精选超5000款高性价比的民生商品。 开业当 天，现场人气爆棚，客流如织 。 区别于行业内已有的小店型、商品种类有限的折扣超市，京东折扣超市首店汇集日用百货、生鲜食品、快消品、酒水饮料等各个品类，占地面积与商品数量 均是行业常规的 3-4倍。 ▲ 生鲜区 ▲ 百货 区 ▲9.9元/斤专区 ▲ 熟食区 ▲ 烘焙区 ▲零食区 ▲调味品区 ▲ 肉品区 ▲ 水产区 肉品和水产主打 ...

Core Viewpoint - The competition in the hard discount supermarket sector is intensifying as major players like JD, Meituan, and Hema accelerate their expansion efforts, driven by consumer demand for low prices and high cost-effectiveness [3][5][6]. Group 1: Market Dynamics - JD plans to open five discount supermarkets in Jiangsu and Hebei by August, with the first store in Zhuozhou covering 5,000 square meters [3]. - Meituan's "Happy Monkey" supermarket aims to open ten stores by 2025, with a long-term goal of 1,000 locations, focusing on major cities [3]. - Hema's discount brand, Hema NB, has nearly 300 stores, primarily in East China, showcasing the rapid growth of hard discount formats in the region [4]. Group 2: Competitive Landscape - The hard discount supermarket model is gaining traction due to its focus on low prices, but success hinges on high cost-effectiveness and product quality [5][6]. - Major players like Hema NB and Wumart are already operating established hard discount stores, with Wumart planning to open 25 stores by the end of the year [6][8]. - Hema NB emphasizes low prices and high-quality products, with a significant portion of its inventory consisting of private label goods [7][8]. Group 3: Supply Chain and Strategy - The operational strategy of hard discount supermarkets involves leveraging supply chain advantages, reducing SKU counts, and increasing private label offerings to achieve low prices [6][9]. - Hema NB and Wumart have streamlined their SKU counts to around 1,300 and 1,500, respectively, compared to traditional supermarkets that often exceed 8,000 SKUs [7][8]. - The focus on familiar regions for expansion indicates a strategy to build competitive advantages through established supply chains [9]. Group 4: Challenges and Future Outlook - Despite the aggressive expansion, the hard discount supermarket model faces challenges, including the need for effective SKU management and strong private label development [9][10]. - Historical failures, such as the decline of the hard discount pioneer Biede, highlight the risks associated with rapid expansion without a solid operational foundation [9][10]. - Analysts suggest that maintaining a balance between price and quality, along with supply chain optimization, will be crucial for long-term success in the hard discount sector [10].

Core Insights - The competition in the hard discount supermarket sector is intensifying as major players like JD, Meituan, and Hema accelerate their expansion plans, responding to consumer demand for low prices and high value [2][3][5] - The hard discount supermarket model is gaining traction in China, with significant growth potential as evidenced by a projected increase in global discount product sales by $6.11 billion in 2024 [5][6] - Successful hard discount supermarkets focus on a limited SKU range, emphasizing private label products to maintain low prices while ensuring quality [6][9] Company Strategies - JD plans to open five discount supermarkets in Jiangsu and Hebei, with the first store in Zhuozhou covering 5,000 square meters [2] - Meituan's "Happy Monkey" supermarket aims to establish 10 stores by 2025, with a long-term goal of 1,000 locations, primarily in major cities [2] - Hema's discount brand, Hema NB, has nearly 300 stores, primarily in East China, and focuses on a streamlined product offering [2][5] Market Dynamics - The hard discount supermarket sector is characterized by a focus on high cost-performance ratios, with consumers increasingly prioritizing value over mere low prices [3][10] - The competitive landscape includes traditional supermarket giants like Wumart and specialized players like Aoleqi and Le'erle, all vying for market share [2][5] - The operational strategies of hard discount supermarkets involve leveraging supply chain advantages and reducing SKU counts to enhance efficiency and pricing [5][6] Consumer Behavior - Consumers are drawn to hard discount supermarkets for their affordability and quality, with a notable preference for stores that cater to everyday needs [7][9] - The success of hard discount formats hinges on their ability to meet consumer expectations for both price and product quality, as seen in the offerings of Wumart and Hema NB [6][10] Challenges and Considerations - Despite the growth potential, the hard discount supermarket model requires careful management of supply chains and product selection to avoid pitfalls experienced by earlier entrants like Biyide [9][10] - Companies must balance price competitiveness with product differentiation to avoid a race to the bottom, which could harm brand reputation and sustainability [10]

Core Viewpoint - The competition in the hard discount supermarket sector is intensifying as major players like JD, Meituan, and Hema accelerate their expansion efforts, driven by consumer demand for high cost-performance products [1][3][5]. Group 1: Market Dynamics - JD plans to open five discount supermarkets in Jiangsu and Hebei by August, with the first store in Zhuozhou covering 5,000 square meters [1]. - Meituan's "Happy Monkey" supermarket aims to open ten stores by 2025, with a long-term goal of 1,000 locations, focusing on major cities [1]. - Hema's discount brand, Hema NB, has nearly 300 stores, primarily in East China, showcasing the rapid growth of this retail format [1][3]. Group 2: Competitive Landscape - Traditional supermarket giants like Wumart and specialized players such as Aoleqi and Le'erle are also competing fiercely in the hard discount space [1]. - The hard discount supermarket model is gaining traction due to its focus on low prices, but success hinges on offering high cost-performance products rather than just low prices [1][3]. Group 3: Growth Potential - According to Nielsen IQ, global discount product sales are projected to increase by $6.11 billion in 2024, indicating a robust growth trajectory for the hard discount retail channel [2]. - The hard discount supermarket sector in China is experiencing rapid development, with a growth rate of 8.2%, making it the third fastest-growing retail channel in the past year [3]. Group 4: Operational Strategies - Hard discount supermarkets like Wumart's "Wumart Super Value" and Hema NB are optimizing their supply chains and reducing SKU counts to maintain low prices [3][4]. - Wumart's "Wumart Super Value" stores have around 1,300 SKUs, significantly lower than traditional supermarkets, with over 60% of products being private label [3][4]. Group 5: Challenges and Considerations - Despite the aggressive expansion, the success of hard discount supermarkets is not guaranteed, as evidenced by past failures like Biede, which struggled with operational management [6]. - Industry experts emphasize the need for companies to enhance their decision-making capabilities and explore differentiated products to avoid homogenization in the market [6][7].

Group 1 - The core viewpoint of the articles highlights the increasing competition in the hard discount retail sector, with major players like JD.com, Meituan, and Hema aggressively expanding their discount supermarket formats to capture consumer demand for low prices and high value [1][2][5] - JD.com plans to open five discount supermarkets in Suqian, Jiangsu, and Zhuozhou, Hebei, with the first store in Zhuozhou covering an area of 5,000 square meters, set to open on August 16 [1] - Meituan's "Happy Monkey" supermarket is set to open in Hangzhou by the end of August, with plans to establish 10 stores by 2025 and a long-term goal of 1,000 stores across major cities [1][2] Group 2 - The hard discount supermarket model is gaining traction due to its focus on low prices, with a significant increase in global discount product sales projected at $6.11 billion in 2024, and discount retail channels growing by 8.2%, making it the third fastest-growing retail channel in the past year [2] - The competition in China's hard discount sector is intensifying, with traditional supermarket brands and platform-based companies all increasing their presence, as evidenced by Hema NB and Wumart already operating established discount stores [2][3] - Hema NB and Wumart's discount stores operate with a significantly reduced SKU count, focusing on high-frequency necessities, with Wumart's "Wumart Super Value" offering around 1,300 SKUs, only 15% of a typical hypermarket's SKU count [3][4] Group 3 - The operational strategies of hard discount supermarkets involve leveraging supply chain advantages, reducing SKU counts, and increasing private label products to achieve low prices [3][4] - Hema NB promotes a "daily low price, every item a hit" strategy, with around 1,000 to 1,200 SKUs, over 60% of which are fresh products, and private label products making up 35% of its offerings [3][4] - The focus on local markets and supply chain efficiency is crucial for attracting consumers, as companies like Hema NB and Wumart concentrate their efforts in familiar regions to build competitive advantages [5][6] Group 4 - The hard discount supermarket sector is characterized by a need for companies to maintain a balance between price and quality, as consumer preferences shift towards high value and quality products [2][6] - Analysts emphasize the importance of differentiation in product offerings to avoid homogenization in the market, suggesting that companies must continuously enhance their competitive edge to attract consumers [6] - The competitive landscape is expected to evolve towards a more diversified market, where unique competitive advantages will be essential for all participants [6]

Core Insights - Wumart Group has launched its hard discount store "Wumart Super Value" with the first six locations in Beijing, aiming to open 25 stores by the end of 2025 [2][4] - The company is adopting a cost-cutting strategy by simplifying SKU, reducing operational and packaging costs, and focusing on six key product categories [2][3] - Wumart Super Value plans to enhance its private label offerings, targeting over 60% of its product range to be private label items [3][4] Company Strategy - The project operates independently while leveraging Wumart Group's existing supply chain for some backend operations [4] - The store design emphasizes efficiency with a limited product selection of under 1,300 SKUs, which is expected to improve turnover rates and reduce inventory costs [2][4] - Employee count per store is limited to around 20, utilizing a job rotation system to optimize labor costs [2] Industry Context - The hard discount retail format is gaining traction in the industry, with competitors like Meituan and Aldi expanding their presence in China [4][5] - The traditional hypermarket model is facing challenges due to the rise of online shopping and new retail formats, prompting companies like Wumart to explore new growth avenues [5] - The 2024 China Supermarket Top 100 report indicates that Wumart Group's sales reached 57.897 billion yuan, ranking fifth with a year-on-year growth of 2.4% [4][5]

Core Insights - Wumart has launched a new hard discount brand called "Wumart Super Value" aimed at reducing prices through a streamlined product offering and deep supply chain collaboration [1][2] - The store size is reduced to 800-1000 square meters, with a focus on essential high-frequency items, limiting the total number of SKUs to under 1300 [1] - Over 60% of the products in the store are Wumart's private label, ensuring low prices and high quality [1][2] Product Strategy - The product selection emphasizes fresh produce, including fruits, vegetables, fresh meat, and baked goods, ensuring high quality through direct cold chain logistics [2] - The bakery section employs a small-batch, multi-round fresh baking model to guarantee freshness for customers [2] Expansion Plans - Wumart plans to open 6 stores on July 25 and aims to have a total of 25 stores by the end of the year [2]

Core Viewpoint - The retail industry is increasingly shifting towards hard discount models, with companies like Zhongbai Group and Wumart actively participating in this trend to meet consumer demands for lower prices and essential goods [1][2][6]. Company Developments - Zhongbai Group has opened its first discount store, Zhongbai Warehouse Wuhan Lidu International Xiaobaihui, focusing on community and family needs with a hard discount and livelihood product model [2][4]. - The store covers over 600 square meters and offers more than 2,000 SKUs, with prices 20% to 30% lower than market rates for essential items [2][3]. - Zhongbai plans to replicate this model, aiming to open five similar stores within the year, emphasizing a strategy of centralized procurement and regional adaptation [3][4]. Industry Trends - The hard discount model is gaining traction among various retailers, including Wumart and Jiajiayue, as they adapt to changing consumer preferences and competitive pressures [6][10]. - The model emphasizes simplified supply chains, low-cost operations, and a focus on high-frequency essential items, with stores typically having fewer than 1,000 SKUs and operating in smaller spaces [6][7]. - The shift towards hard discounting is driven by the need for efficiency in operations and supply chains, as traditional supermarkets face challenges in management complexity and cost control [8][9]. Competitive Landscape - Companies are differentiating themselves through unique strategies, such as Zhongbai's focus on hard discount and essential goods, which helps enhance inventory turnover and capital efficiency [3][6]. - The hard discount sector is expected to grow significantly, with potential market space reaching nearly 700 billion yuan if penetration rates align with global averages [10]. - The competitive environment is characterized by both established players leveraging existing supply chains and new entrants with tailored supply models, each bringing distinct advantages to the hard discount market [10].