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 ...

是时候和这家会员店告别了！ 上海最后一家盒马X会员店——森兰商都店即将于8月31日正式关闭。记者最新探访看到，店内绝大部分区域已空空荡荡，甚至已经有关闭施工区域。还 有一些工作人员在为最后的闭店做准备。 少数剩余商品以1-3折的清仓价出售，引来市民最后一波"捡漏"。有顾客买了一车原价359.3元的商品，最后只付了32.4元。还有些顾客，不为抢购便宜货 而来，是专门前来和这家店告别的。 清仓商品价格一降再降 "这款式基础，夏天当居家服穿正好。"一位年轻女孩对同伴说，顺手将T恤放进了购物车。在一旁，一位奶奶却扶着老花眼镜看衣服材质："不是棉的，算 了。" 衣服旁边还有其他货品。KN95防护口罩从原价29.9元/盒降到了3元/盒，相当于原价的一折；新鲜生活纸茶杯（260只装）从原价69.9元降至6.3元；翼鲲飞 盘也从原价49.9元/盒降到了7.5元/盒。 一二折顾客"捡漏"忙 走进盒马X会员店森兰商都店，一股空旷感扑面而来。灯火通明依旧，却不见了人头攒动的景象，大量货架、冷柜已空空如也，只剩下几个孤零零的价格 标签，提示着这里曾经陈列过进口牛排和爆款烘焙。一些配套的门面和销售隔间也都已撤空。 "只要有的东西都能买 ...

NO.1 电商将成为小红书一级入口 ｜ 2025年8月27日星期三 ｜ 8月26日，36氪报道，今年上半年，盒马NB营业额达到80亿元左右，较去年同期双位数增长。目前总门 店数已近300家，仅半年时间门店数量翻番，主要集中在华东核心城市市区和郊区。盒马方面对该信息 表示不予置评。此前盒马NB推出了"超盒算"自有品牌，其中大米、素食等上百款产品已经更换品牌 名。据悉，近期盒马NB整体也将更名为"超盒算NB "。 8月26日消息，小红书日前启动新版本测试，测试版本中，电商入口位于App主界面。未来，它将成为 小红书App一级入口。新版本显示，App底部导航栏出现了"市集"选项，且紧靠"首页"选项。小红书"市 集"相关负责人表示，"市集"是"小红书生活方式电商"的具象化、产品化呈现。"市集"页面上部，设置 了市集直播、买手橱窗、新品首发等频道。 点评：通过将电商入口提升至一级位置，小红书能够更好地整合内容与电商资源，提升用户购物体验。 此外，市集页面的多样化功能设置，将进一步丰富用户的购物选择。 NO.2 盒马NB上半年营业额达80亿元，目前总门店数近300家 NO.4 豆包上线未成年人模式，默认关闭相关视频展示等 ...

盒马 NB 加速奔跑。 作者 | 彭倩 编辑 | 乔芊 杨轩 36氪独家获悉，今年上半年，盒马 NB 的营业额达到80亿元左右，较去年同期双位数增长。目前总门店数已近300家，仅半年时间门店数量翻番，主要 集中在华东核心城市市区和郊区。 为了获得更多订单，盒马 NB 已于今年春节前开放了线上配送服务，线上销售占比预计将达到30%左右，近期也在多个城市招募分拣员。 盒马 NB 主要货源分两种：一部分是自有品牌商品，主要是生鲜、烘焙、百货、酒水等品类，销售额占比超过50%；另一部分则是非自有的KA 品牌商 品。 精简的供应链、较高比例的自有品牌和极简的装修陈列，都令盒马 NB 保持了低价优势。譬如大米只卖5-6种爆款，通过集中采购和自有品牌来降低成 本。也没有水产区、去掉多温层，都是包装产品，这样可以降低损耗。 36氪进行了一番比价：外观类似的小蛋糕，NB的价格较盒马鲜生大店低30%左右；450g 的谷饲牛肉卷仅售19.9元，叮咚则要卖到近30元；而一份 400-500g 的上海草头，在盒马 NB 仅售卖2-3元，附近菜市场则要卖到4-5元左右。 盒马 NB 是盒马在折扣业态上持续摸索的产物。2021年，盒马的社 ...

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 complete closure of Hema's membership stores has sparked widespread attention in the market, reflecting a significant shift in China's retail landscape and prompting discussions on the future direction of the industry [2][3]. Summary by Sections Company Actions - Hema has announced the closure of all its membership stores, with the last remaining store in Shanghai set to close on August 31 [1][2]. - The decision to exit the membership store model is seen as a strategic move to reallocate resources to more profitable areas [2]. Market Context - The competitive landscape of the retail industry is intense, and Hema's withdrawal highlights the challenges faced by local retail enterprises in adapting to market demands [2][4]. - Hema's membership fee was set at 258 yuan, comparable to established players like Sam's Club, but failed to deliver a corresponding value proposition, leading to consumer dissatisfaction [3]. Industry Insights - The closure of Hema's membership stores should not be interpreted as a failure of the membership model in China, but rather as a rational adjustment in response to market conditions [3]. - The evolution of retail in China is driven by changing consumer demands, and successful businesses must innovate and meet these needs effectively [4]. - The case of Hema serves as a reminder that any business model must be rooted in local market conditions to achieve sustainable success [4].

Core Insights - The closure of Hema's membership stores reflects a significant shift in China's retail landscape, emphasizing the need for rational business adjustments rather than blind pursuit of scale [1][2] - The competitive landscape in retail is not solely based on pricing but also involves cost control, supply chain management, and consumer emotional value [2][3] - Hema's membership model failed to create a value proposition that matched consumer expectations, leading to a disconnect where prices in membership stores were higher than in competitors [2] Group 1: Market Dynamics - Hema's decision to exit the membership store segment is a strategic move to reallocate resources to more profitable areas, indicating a shift in focus towards more sustainable business practices [1][2] - The closure serves as a reminder that any business model must be rooted in local market conditions and consumer behavior to achieve lasting success [2][3] - The evolution of retail in China is driven by changing consumer demands, necessitating continuous innovation and precise alignment with consumer needs [3] Group 2: Competitive Landscape - The retail market in China is large enough to accommodate various business models, but success requires a focus on operational efficiency and effective supply chain support [3] - Hema's dual strategy of "Hema Fresh + Hema NB" and the shift towards "light asset + small store" models demonstrate adaptability in a rapidly changing market [2] - The contrasting fortunes of different retail models, such as Hema and the traditional home goods market, highlight the importance of understanding local consumer preferences [3]

Core Insights - Hema, a retail giant, announced the closure of all its warehouse-style membership stores, which has garnered significant attention in the market [1] - The CEO, Yan Xiaolei, stated that the closures represent less than 2% of the total stores, as the company aims to focus on its core business and has implemented various store optimization measures since last year [1] - Hema plans to open nearly 100 new stores and expand into over 50 new cities within the current fiscal year [1] - The last Hema X membership store will close on August 31, marking the company's complete exit from the membership store sector [1] - Hema achieved a milestone of profitability for the first time in the last fiscal year [1] - As of March 31, 2025, Hema Fresh is expected to have over 420 stores, ranking third in China's supermarket industry with a GMV of 75 billion yuan [1] Strategic Adjustments - Experts interpret Hema's decision to exit the membership store business as part of a strategic shift towards a dual-line layout, focusing on Hema Fresh for community fresh produce and Hema NB for hard discount models [5] - The closure of Hema X membership stores aligns with the company's previously stated strategy to concentrate on its main store formats and discount stores [5] - This move reflects a broader trend in the retail industry, shifting from "scale expansion" to "efficiency first," as membership stores require larger spaces and higher investments, leading to longer investment return cycles [5] - Hema Fresh and Hema NB have smaller store sizes and lower capital requirements, allowing for quicker profitability, which aligns with the company's current strategic goals [5]

Group 1 - The core point of the article is that Hema's membership store model, Hema X, is officially declared a failure after nearly five years of trial, leading the company to shift focus towards Hema Fresh and Hema NB formats, targeting lower-tier markets instead of the middle-class consumer segment [1][2][4][5] - Hema X membership stores, which aimed to compete with Costco and Sam's Club, are closing down, with the last store in Shanghai set to cease operations on August 31, 2023. The initial expansion phase from 2021 to 2022 saw the opening of 10 stores and nearly 3 million members, but the model failed to deliver sufficient differentiation and value to customers [2][3][4] - Analysts suggest that Hema X faced a positioning dilemma, trying to be both a premium supermarket and a warehouse discount store, which led to a lack of clear target audience and ineffective supply chain management, resulting in high costs and low customer loyalty [4][6] Group 2 - Hema is now focusing on expanding its Hema Fresh and Hema NB formats, with plans to open nearly 100 new stores in over 50 cities within the fiscal year, aiming for a total of over 500 Hema Fresh stores [1][6] - The new strategy emphasizes smaller store formats and high-density locations, aligning with the "instant retail" model that combines offline presence with efficient logistics, particularly in lower-tier cities and communities [5][6] - Hema's goal is to achieve a total merchandise transaction volume of 100 billion yuan over the next three years, with a projected 2025 fiscal year merchandise transaction volume of 75 billion yuan, indicating a shift towards profitability and operational efficiency [6]

Core Viewpoint - Hema X membership stores are undergoing a complete shutdown as part of a strategic focus shift, with all physical locations ceasing operations by August 31, 2025 [5][6][8]. Summary by Sections Store Closures - All Hema X membership stores will stop operations, with the last store closing on August 31, 2025. The stores will continue to offer online ordering and home delivery services through the Hema app [6][8]. - The closure includes multiple locations across major cities such as Shanghai, Beijing, and Suzhou, with the first store opening in October 2020 [12][13]. Business Adjustments - Hema X membership stores have faced continuous shrinkage since May of the previous year, with several locations closing in July 2023 [12]. - The membership model was initially inspired by international giants like Costco and Sam's Club, but Hema has struggled to establish a sustainable competitive advantage in this segment [14][19]. Strategic Focus - Following the appointment of a new CEO, Hema is shifting its strategy to focus on Hema Fresh and Hema NB (Neighborhood) stores, aiming for refined operations and product offerings [15][24]. - Hema has reported significant growth, with 72 new Hema Fresh stores opened in 2024, marking the fastest expansion in five years [28][29]. Market Dynamics - The membership store model has proven challenging, with many players exiting the market. Hema's decision to close its membership stores reflects a broader trend of consolidation and resource optimization in the retail sector [30][32]. - The competitive landscape for membership stores is evolving, with established players like Sam's and Costco maintaining a strong presence while new entrants explore the market [33][34]. Future Outlook - Hema's strategic pivot towards its core business and the successful integration of online and offline retail is expected to drive future profitability and growth [29][34]. - The company aims to continue expanding its footprint in lower-tier cities and enhance its product offerings to meet changing consumer preferences [26][28].