近年来，随着消费者对性价比需求的持续攀升，一种融合量贩式采购与社区便利的新型零售模式正在悄然兴起。近日，国内量贩零食连锁零售品牌帝卡姆宣 布全面升级旗下门店业态，推出以"省钱超市"为核心定位的全新门店形态，主打"量贩零食+日用百货"组合，通过供应链优化与场景创新，为消费者提供更 具价格竞争力的购物选择。这一战略转型不仅折射出当前零售行业的变革趋势，更反映出企业应对消费分级时代的精准洞察。 社区化服务增强用户黏性 帝卡姆将每家门店视为社区服务中心的延伸，推出多项接地气的增值服务。所有门店配备便民药箱、充电插座、热水供应等设施；部分试点店铺开设"闲置 交换角"，鼓励居民用二手物品兑换积分。每周三设为"银发关爱日"，60岁以上顾客可参加免费健康检测。这些举措使门店周边1公里范围内的家庭渗透率达 到47%，远超行业平均水平。某位经常光顾的李阿姨表示："除了价格实惠，能代收快递、提供休息区这些细节才真正打动我们。" 行业观察：零售业进入精算时代 中国连锁经营协会数据显示，2024年上半年主打高性价比的社区零售业态增速达14.2%，显著高于大卖场3.5%的增长率。帝卡姆的模式创新实质是对"人货 场"关系的重新定义——通过 ...

用一个词来形容如今的万辰集团，只能说是——"炸裂"。 行情上，从去年7月的最低点至今，万辰集团股价已经上涨超10倍。 业绩上，今年上半年，万辰集团营收225.83亿元，同比增长106.89%，净利润4.72亿元，同比狂飙50358.80%，今年上半年净 利润增长率在沪深A股中排名第一。 近日，万辰集团正式向港交所递交上市申请，计划在港交所主板挂牌。 在持续的利好刺激之下，万辰集团能否持续资本狂欢呢？ 01 成立于2011年的万辰集团，原本主业为食用菌业务。 次年，万辰集团就创立了量贩零食品牌"陆小馋"，进入量贩零食赛道。 2023年，万辰集团几乎是闪电般通过合资和收购接连拿下来优品、好想来、吖滴吖滴、老婆大人，并将来优品和吖滴吖滴 逐步更名为"好想来"，仅在浙江保留"老婆大人"作为独立品牌运营。 "好想来"也就成为了全国规模最大的量贩零食店之一。 在资本的狂欢和激烈的竞争之下，万辰集团开店速度迅猛，仅2024年，万辰集团就新开了近一万家门店。 门店的迅速扩张背后，公司业绩也突飞猛进。 2024年，公司营收同比增长247.86%至323.29亿元，净利润也同比增长453.95%至2.94亿元，直接扭亏为盈。 其 ...

Core Insights - JD.com has officially launched its first discount supermarket, attracting nearly 60,000 visitors on opening day, indicating strong consumer interest in the discount retail sector [1][2] - The discount supermarket model is becoming increasingly crowded, with competitors like Wumart, Meituan, and international players such as Aldi entering the market [1][6] - The competition in the discount sector is driven by the pursuit of cost-effective supply chains, which are essential for maintaining low prices and high product quality [1][13] Company Developments - JD.com's first discount supermarket spans over 5,000 square meters and offers more than 5,000 products, focusing on high-quality, low-priced items [2][4] - The company plans to open four additional stores in Suqian, Jiangsu, by the end of August and a second store in Hebei in September, indicating a rapid expansion strategy [4][8] - JD.com has previously entered the discount market through the acquisition of Huaguan Supermarket, which will be transformed into discount stores by mid-2024 [4][16] Market Trends - The discount retail market is experiencing significant growth, with a projected increase in global discount sales of $6.11 billion and an 8.2% year-on-year growth rate, making it one of the fastest-growing retail channels [8][9] - In China, the hard discount market is expected to exceed 200 billion yuan, with a current penetration rate of only 8%, compared to 31% in Japan and 42% in Germany, suggesting substantial room for growth [8][9] - The shift in consumer behavior towards value-for-money products is driving the popularity of discount supermarkets, as consumers prioritize quality and price over brand loyalty [7][8] Competitive Landscape - Competitors in the discount sector include Wumart's "Wumart Super Value," which has opened multiple stores in Beijing, and Meituan's "Happy Monkey," aiming for a thousand-store scale [6][9] - Aldi, a German discount supermarket chain, is expanding its presence in China, having opened over 70 stores in Shanghai and surrounding areas [6][9] - The competitive advantage in the discount market is increasingly linked to supply chain efficiency, with companies focusing on direct sourcing and reduced SKU counts to lower costs [13][16] Supply Chain Dynamics - The success of discount supermarkets hinges on effective supply chain management, which allows for lower prices without compromising product quality [13][18] - JD.com emphasizes its supply chain capabilities, which include direct sourcing and partnerships with suppliers to enhance product offerings and maintain competitive pricing [15][16] - The ongoing competition for supply chain dominance among major players like JD.com and Meituan is expected to lead to further innovations and strategic moves in the discount retail space [17][18]