Core Viewpoint - Metro's first "Fat Reform" store in China, located in Beijing's Haidian District, marks a significant shift towards enhancing its to C business and local adaptation, following the model of successful competitors [1][11]. Group 1: Store Renovation and Offerings - The Four Seasons Qing store underwent minor renovations, maintaining its original style while introducing a dedicated area for popular products and a significant upgrade in the toy section, including trendy collectibles [3][4]. - The store's product count was streamlined to approximately 8,000 SKUs, with a 55% replacement rate, significantly increasing the variety of baked goods and ready-to-eat items by nearly six times compared to before the renovation [6][11]. - A new live seafood section was introduced, responding to consumer demand, which was previously limited to seasonal offerings [4][6]. Group 2: Customer Experience and Services - The store has enhanced customer service, including free meat slicing and on-site seafood processing, which has been well-received by customers [7][10]. - Additional convenience services such as ice, packaging materials, and health monitoring facilities have been implemented, improving the overall shopping experience [10][11]. - The store has adopted an "uninterrupted shopping" policy, eliminating promotional noise to create a more immersive shopping environment [10]. Group 3: Strategic Direction and Market Positioning - Metro's shift towards a more consumer-oriented approach reflects a broader trend in the retail industry, where competition is intensifying [11][12]. - The company aims to attract younger consumers by introducing trendy products and collaborating with popular brands, enhancing its appeal in a competitive market [12][14]. - The successful implementation of the "Fat Reform" model in the Four Seasons Qing store is seen as a critical milestone for Metro's ongoing localization and innovation efforts [14].

Core Insights - Wumart has launched its first "Fat Transformation Store" in Changping District, Beijing, marking its third such store in the city, with a product structure closely resembling that of Pinduoduo's model, featuring around 10,000 items, over 70% of which are new products [1] Group 1 - The new store attracted a large number of residents despite rainy weather, indicating strong community interest and engagement [2] - The store features an expanded fresh food section and a significant increase in the prepared food and bakery areas, enhancing the shopping experience with unique offerings and sampling opportunities [2][3] - The store has implemented various customer-friendly services, including pet storage, free fish cleaning, and a convenience service area providing hot drinks and emergency supplies [2][3] Group 2 - The store utilizes multiple AI technologies for inventory management, dynamic pricing, and cold chain monitoring, ensuring product quality and safety [3] - The choice of the Tian Tong Yuan store for the "Fat Transformation" initiative is strategic, aiming to meet the high daily consumption demands of the large community and facilitate efficient product structure upgrades [5]