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长沙“胖东来”又+1!就在……
Chang Sha Wan Bao· 2025-08-28 02:30
据介绍,生鲜板块是此次调改的重点,面积占比50%。超市还将新增烘焙区、熟食区、蔬果区等区域,净菜、火 锅菜、果切等加工品类更是做了优化提升,满足顾客多样需求。同时,新增的鲜味厨房,加工全程透明可视,可 提供现场挑、现场做。鲜活类生鲜商品实行日清日结、不过夜,全力保障鲜度,让消费者买得新鲜、吃得安心。 预计9月26日恢复正常营业 而在商品方面,将更注重民生、品质、时尚、实在,优化后的商品结构达到胖东来商品的90%。价格方面,通过 优化采购渠道,过滤商品价格,保证实实在在的商品定价,合理的利润。 此外,在环境方面,此次调改将不再强制动线,通过调整卖场布局,提供安全、方便、舒适的购物环境;在服务 方面,门店将提供超200项服务,打造顾客休息区,休息区配备洗手台、纸巾、烘手器、护手霜、直饮水、一次性 纸杯、公平秤、微波炉等便民设施,针对特殊需求顾客,还推出宠物寄存柜等服务;在员工方面,将通过提高员 工薪资、减少工时、增加休假等福利待遇,让员工能够轻松快乐、专注地投入到工作中,真诚服务好每一位顾 客。 近日 记者从步步高超市获悉 步步高超市长沙洋湖荟聚店 从8月27日开始暂停营业 将对标胖东来进行正式调改 ...
永安永辉五四店“胖东来模式”焕新登场,引领品质消费新风尚
Sou Hu Cai Jing· 2025-08-22 15:10
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 ...
叮咚买菜(DDLUS):行稳致远,4G新战略聚焦产品力
HTSC· 2025-08-19 08:17
Investment Rating - The report initiates coverage on Dingdong Maicai with a "Buy" rating and a target price of $2.77, corresponding to an adjusted PE of 11x for 2025 [1][7]. Core Viewpoints - As a leading regional fresh e-commerce player, Dingdong Maicai has demonstrated the profitability and sustainability of the front warehouse model. The internal strategic transformation starting in early 2025 is expected to strengthen its differentiation and product capabilities. While short-term competition from external giants may pose challenges, the company is anticipated to benefit from evolving consumer habits in the instant retail landscape [1][2][3]. Summary by Sections Industry Overview - The fresh e-commerce sector has maintained a high growth rate, with the market size projected to increase from 364.1 billion RMB in 2020 to 736.8 billion RMB in 2024, reflecting a CAGR of 19.3%. The online penetration rate for fresh e-commerce is expected to reach 14.9% in 2024, indicating significant room for growth compared to the 26.8% penetration rate for physical goods [2][17]. Company Strategy - Dingdong Maicai's "4G Strategy" focuses on "Good Users, Good Products, Good Services, and Good Mindset," emphasizing the development of high-quality and differentiated products. The strategy includes restructuring the organizational framework into ten independent business units, each managed by senior executives, and enhancing user experience through app improvements and personalized dietary suggestions [3][19][20]. Competitive Landscape - The report highlights that while there are concerns about intensified competition from instant retail subsidies and players like Xiaoxiang Supermarket, Dingdong Maicai's focus on home cooking and high-quality fresh products positions it uniquely. The user demographics and product categories differ significantly from those of competitors, suggesting limited impact on Dingdong Maicai's market share [4][21][22]. Financial Projections - The forecast for Dingdong Maicai's non-GAAP net profit is projected to be 400 million RMB in 2025, with a slight decline of 4% year-on-year, followed by growth of 27% and 21% in 2026 and 2027, respectively. The target price of $2.77 reflects a discount compared to comparable companies due to the ongoing transformation phase and competitive pressures [5][11].
探寻物美“胖改店”的变与不变
Bei Jing Shang Bao· 2025-08-10 16:34
Core Viewpoint - Wumart Huamao Tiandi store has officially opened as the first "Fat Reform Store" in Chaoyang District, significantly optimizing its product offerings and layout to attract more customers [1][2][4] Group 1: Store Transformation - The store reduced its SKU from 10,000 to 7,000, with 70%-80% of the products being replaced, focusing on high-quality items [2][3] - Fresh food categories now account for 50% of the store's offerings, with nearly 3,000 SKUs dedicated to fresh produce [3] - The entrance has been redesigned to feature fresh and ready-to-eat food, which has become a key attraction for customers [2][3] Group 2: Customer Engagement and Traffic - On the opening day, the store recorded a customer flow of 9,900, significantly higher than the previous average of 1,000 daily visitors [1][3] - The store implemented a "while adjusting, still operating" model to ensure continuous service during renovations, coordinating over 100 security personnel to manage customer flow [2][3] Group 3: Community Focus - The transformation is based on the trust of local residents and their demand for higher quality products, emphasizing stability over trendy changes [4][5] - The store aims to meet the basic needs of the community while providing a sense of security through consistent service [4][5] - Future upgrades will also involve other main stores in the area, enhancing the overall shopping experience for families [5]
物美“胖改店”怎么改? 汰换80%商品、新增现制熟食烘焙
Bei Jing Shang Bao· 2025-08-09 02:27
Core Viewpoint - Wumart Huamao Tiandi store has officially opened as the first "Fat Reform Store" in Chaoyang District, significantly enhancing its product offerings and customer experience to attract more foot traffic [1][12]. Group 1: Store Transformation - The store reduced its SKU from 10,000 to 7,000, with 70%-80% of the products replaced, focusing on high-quality items [6][11]. - Fresh produce, ready-to-eat meals, and baked goods have been relocated to the entrance, becoming key attractions for customers [11][19]. - The store's layout has been optimized, including the removal of mandatory traffic flow designs and the widening of aisles to improve shopping comfort [11][12]. Group 2: Customer Engagement - On the opening day, the store recorded a foot traffic of 9,900 visitors, a significant increase from the previous average of 1,000 daily visitors [12][19]. - Over 100 security personnel were coordinated to manage customer flow and reduce congestion during the opening [3][12]. - The store aims to create a stable community commercial environment, emphasizing trust and quality over trendy changes [13][18]. Group 3: Market Positioning - The transformation aligns with the local community's demand for higher quality products, as the area has a strong consumer base with high expectations [19]. - The store incorporates popular products from the "Fat Donglai" brand, but only after careful selection to ensure quality [11][19]. - Future plans include further upgrades to other main stores in the area, enhancing the overall shopping experience for families [18][19].
纵览电商之十四:如何看待即时零售的增长空间和盈利路径
Changjiang Securities· 2025-08-07 08:32
Investment Rating - The report maintains a "Positive" investment rating for the industry [13] Core Insights - The report highlights the rapid growth of instant retail as a new growth point in the e-commerce sector, driven by the maturity of social fulfillment facilities and changing consumer habits towards convenience [4][7] - Instant retail is expected to achieve a market scale of 780 billion yuan by 2024, with a CAGR of 34% from 2021 to 2024, outpacing traditional retail and e-commerce growth [31] Summary by Sections Review of Instant Retail's History - The current explosion in instant retail is attributed to the maturity of fulfillment infrastructure and the shift in consumer behavior towards convenience, particularly in smaller household sizes and reduced stockpiling needs [8][35] - Platforms like Dingdong Maicai and Meituan have optimized their supply chains and warehousing efficiency, leading to improved profitability [8][39] Growth Potential - Instant retail has significant growth potential, with high-frequency and immediate product attributes allowing for strong category extension, particularly in fresh produce and daily necessities [9][49] - The report anticipates that the penetration of instant retail will expand from high-frequency items to lower-frequency categories like electronics and personal care products [9][49] Efficiency and Profitability - The report emphasizes that operational efficiency will be crucial for platforms to enhance profitability, with two main paths identified: expanding product offerings and optimizing cost structures through lower rental and operational costs [10][70] - The average profit margin for franchise models like Meituan's flash warehouse is projected to reach 5-10% [10] Investment Recommendations - The report suggests three investment directions: platforms with supply and efficiency advantages such as Alibaba and Meituan, leading players in local delivery like SF Express, and brands with strong supply and distribution capabilities like Miniso [11]
广州中心城区“胖永辉”超市9月底亮相,市民期待的高品质民生消费新选择!
Sou Hu Cai Jing· 2025-08-02 20:34
Core Insights - The first special edition Yonghui Supermarket store in Guangzhou's city center is set to open in late September, generating excitement among local residents [1] - This store will adopt the "Fat Donglai" model, with over 80% of its product structure inspired by this model, marking it as the third Yonghui store in the Guangzhou area [3] Product Offering - The store will feature a comprehensive range of essential goods, including fresh produce and staple foods, with highlights such as direct-supply seasonal fruits from regions like Xinjiang and high-quality organic vegetables [3] - An upgrade to the seafood section will include live catch and processing services, catering to the demand for fresh products [3] - The store aims to attract younger consumers by offering a selection of well-known domestic and international brands, along with expanded areas for baked goods, ready-to-eat meals, and snacks [3] Store Design and Services - The store will implement a "daily fresh" policy for certain categories to ensure product freshness and safety, similar to the practices of Fat Donglai [3] - The shopping environment will be enhanced with low shelves and wide aisles, creating a spacious and bright atmosphere, along with an expanded checkout area to improve transaction efficiency [3] - Over 30 convenience services will be provided, including customer rest areas, free tea, and handwashing stations, along with thoughtful amenities like hand dryers and thermal bags [3] Strategic Goals - Yonghui Supermarket aims to align product quality and pricing with the Fat Donglai model, focusing on high-quality, cost-effective products suitable for mainstream Chinese families and young consumers [5] - As of now, Yonghui has completed adjustments for over 150 stores under the Fat Donglai model, with plans to exceed 208 stores by the end of September and reach 300 by the Lunar New Year in 2026 [5]
广州市区首家“胖永辉”来了!永辉超市丽影广场店9月开业
Xin Lang Ke Ji· 2025-08-02 08:28
Core Viewpoint - The first Yonghui Supermarket "Fat Donglai" model reform store in Guangzhou's city center will open in late September, aiming to enhance quality consumption among mainstream Chinese families and the younger generation [1] Group 1: Store Details - The store is located in Haizhu District's Liying Plaza, a central hub with convenient access via Metro Lines 3 and 8, making it easy for consumers to experience the "Fat Donglai" quality [1] - This store is the first "Fat Donglai" model reform store in Guangzhou's city center and the third in the city overall [1] Group 2: Product Offering - Over 80% of the store's product structure will feature "Fat Donglai" products, including a dedicated area for self-owned brands and a specialty brand pavilion covering all essential categories like fresh produce and grains [1] - The fresh produce section will focus on direct sourcing of seasonal fruits from production areas, such as Xinjiang's plums, Hami melons, and grapes, along with high-quality organic vegetables [1] - The seafood section will be upgraded to offer fresh catch and processing services, while the store will also cater to young consumers with a selection of well-known domestic and international brands, enhancing areas for baked goods, ready-to-eat meals, and snacks [1]
广州市区首家“胖永辉”来了!9月入驻广州海珠区丽影广场
Sou Hu Cai Jing· 2025-08-01 19:29
Core Insights - The first "Fat Yonghui" store in Guangzhou's city center will open in late September, marking a strategic project for Yonghui Supermarket [1] - This store will adopt over 80% of the product structure from the "Fat Donglai" model, featuring a dedicated area for its own brand and specialty products [3] Product Offering - The store will cover all essential categories, particularly fresh produce, with a focus on direct sourcing of seasonal fruits and high-quality organic vegetables [3] - Seafood offerings will include fresh catch and processing services, while the bakery and ready-to-eat sections will cater to younger consumers with popular domestic and international brands [3] Operational Strategy - Yonghui Supermarket will implement a daily freshness policy for perishable items, ensuring product safety and quality [3] - The store design will enhance the shopping experience with low shelves and wide aisles, along with an expanded checkout area to improve efficiency [3] Customer Experience - The store will offer over 30 convenience services, including rest areas, free tea, and handwashing stations, along with thoughtful amenities like wet hand dryers and thermal bags [3] - The focus is on providing high-quality, affordable products and detailed services to meet the needs of mainstream Chinese families [5] Expansion Plans - As of August 1, Yonghui has completed over 150 store transformations to the "Fat Donglai" model, with plans to exceed 208 by the end of September and reach 300 by the Lunar New Year in 2026 [5]
广州市区首家“胖永辉”来了,永辉超市丽影广场店9月开业
Guang Zhou Ri Bao· 2025-08-01 11:56
Core Insights - The first "Pang Yonghui" model store of Yonghui Supermarket in Guangzhou's city center is set to open in late September, marking a strategic project for the company [2] - The store will feature over 80% of its products based on the Pang Yonghui model, including a dedicated area for Pang Yonghui's own brand and specialty products [2] - Yonghui Supermarket aims to enhance product quality control and ensure freshness through strict standards and daily inventory checks [2][3] Group 1 - The new store will focus on fresh produce, including direct-sourced seasonal fruits and high-quality organic vegetables, along with upgraded seafood services [2] - Yonghui Supermarket plans to optimize the shopping experience with low shelves, wide aisles, and an expanded checkout area to improve efficiency [3] - The store will offer over 30 customer convenience services, including a resting area, free tea, and handwashing stations, along with various thoughtful facilities [3] Group 2 - Yonghui Supermarket has completed over 150 store transformations to the Pang Yonghui model and plans to exceed 208 by the end of September, aiming for 300 by the Lunar New Year in 2026 [3]