" 如果失去这样的合作，第一，我们卖不了那么多量。第二，会面临纷繁复杂的价格竞争。 " 文 / 巴九灵（微信公众号：吴晓波频道） 点击图片▲立即收听 这类产品通常能降低中间成本，同时能形成超市独有的商品特色，区别于其他品牌，近年来在商超领域大行其道。 与此同时，"减少独立品牌，增加渠道品牌"的行业策略在零售品牌圈悄然形成风潮，其中不乏知名品牌。 "规模化的工厂端很愿意去拥抱（上游）自有品牌的发展。"内蒙古赤峰的杂粮品牌恒丰绿谷总经理赵滔对小巴直言。这家企业年销售1个多亿，近 几年他为商超打造的自牌产品从零发展到占比20%，主要是分布在低线城市。 "我们有些渠道也报名了，不然没活路了。"一个年营收在7—8亿规模的杭州调味品品牌企业的创始人对小巴吐槽道。 她说的是成为山姆、胖东来、奥乐齐等商超自有品牌的供应商，稳定或增加出货渠道。 另一个年营收近4亿元的日用品零售品牌大连欧派总经理王勇透露："总体占比从百分之十几到三十，估计2025年能达到40%。"其自有品牌业务增 速已达40%以上，是2020年前的两倍。 为什么都想搭上山姆、胖东来们的车？ 所谓"超市自有品牌"，指的是超市委托第三方生产或自行生产，且使用超市自 ...

Core Insights - The extended holiday period during the Mid-Autumn Festival and National Day has significantly boosted consumer activity, with JD Discount Supermarkets achieving record sales through promotional events [1] - The sales of traditional mooncakes surged over 300% during the holiday, highlighting consumer demand for festive foods [1] - The performance of JD Discount Supermarkets reflects a broader trend of increasing consumer spending in county-level markets, driven by a diverse range of products and competitive pricing [3] Group 1: Sales Performance - JD Discount Supermarkets launched promotional activities across six stores, attracting over 5 million customers and leading to a substantial increase in sales volume [1] - Popular products included mooncake gift boxes, with specific flavors like red date and five-nut mooncakes being particularly favored by consumers in Suqian [1] - Sales of essential household items, such as cooking oil and flour, also saw significant demand, indicating a stable base for family consumption [2] Group 2: Product Variety and Consumer Preferences - The sales of fresh produce, including durians and seafood, demonstrated a shift towards higher-quality food options among county residents, with durian sales exceeding 60,000 pounds [2] - JD's private label products, such as 100% fruit juices and craft beers, were highly sought after, reflecting consumer preferences for quality and variety [2] - The success of freshly made items, like baked goods and ready-to-eat meals, indicates a growing trend towards convenience in food shopping [2] Group 3: Supply Chain and Service Model - The strong performance of JD Discount Supermarkets is supported by an efficient supply chain and logistics system, ensuring product freshness and cost-effectiveness [3] - The stores, averaging 5,000 square meters with over 5,000 SKUs, are strategically located in popular shopping areas, catering to the one-stop shopping needs of families [3] - JD Discount Supermarkets' business model emphasizes low prices and value, positioning itself well to meet the evolving demands of consumers in the current market environment [3]

Core Insights - The extended holiday period during the Mid-Autumn Festival and National Day has significantly boosted consumer activity, with JD Discount Supermarket launching promotional events across six stores nationwide, leading to record sales [1][3]. Sales Performance - Over 5 million customers were served during the holiday period, with many popular products exceeding previous sales peaks, prompting emergency restocking and even purchase limits to maintain order [3]. - The sales of mooncake gift boxes surged over 300% compared to previous periods, highlighting consumer demand for traditional festive foods [3]. Product Highlights - Essential household items, such as 12,000 barrels of JD's own brand peanut oil and 25,000 bags of flour, showcased strong sales, reflecting the fundamental needs of families [5]. - Freshly made products, including baked goods and ready-to-eat meals, attracted significant consumer interest, with items like the 0.99 yuan tofu buns becoming popular breakfast choices [6]. Fresh Produce Demand - Sales of fresh produce, particularly durian, reached over 600,000 pounds, while the demand for live seafood, such as white shrimp, doubled, indicating a shift towards higher-quality food options among county residents [8]. - The popularity of JD's private label products, including various fruit juices and beers, further illustrates consumer preference for quality and value [10][11]. Supply Chain and Service Support - The strong performance of JD Discount Supermarket is supported by an efficient supply chain and service system, ensuring product freshness and cost reduction through direct sourcing and streamlined logistics [13]. - The stores, averaging 5,000 square meters with over 5,000 SKUs, provide a spacious shopping environment and a one-stop shopping experience, catering to family needs during the holiday [13]. - JD's commitment to "everyday low prices" and value-driven shopping experiences positions it well for future growth in regional retail markets [13].

Core Viewpoint - Traditional supermarkets in China, once thriving, are now struggling to adapt to changing consumer preferences and competition from new retail formats, leading to a significant decline in their market position [5][12][13]. Group 1: Traditional Supermarkets' Decline - Traditional supermarkets like RT-Mart have faced unprecedented operational pressures, leading to a sale at a significant loss to Dehong Capital [7]. - RT-Mart's parent company, Gaoxin Retail, reported a slight revenue decline of 1.4% year-on-year for the fiscal year 2025, despite achieving a net profit of 386 million yuan, indicating ongoing challenges in its transformation journey [9]. - Other traditional supermarkets such as Wumart, Carrefour, and Yonghui are also experiencing downturns and are attempting to regain growth through store upgrades and operational adjustments [10]. Group 2: Shift in Consumer Preferences - New retail formats like Pinduoduo, Hema, Sam's Club, and Costco are attracting younger consumers by offering not just products but also lifestyle experiences [11][12]. - The rise of "instant retail" and membership warehouse models has created a stark contrast to traditional supermarkets, which are losing relevance as consumer preferences shift towards convenience and unique shopping experiences [30][31]. - The market for instant retail in China has surpassed 650 billion yuan in 2023, with a compound annual growth rate of 56%, while traditional supermarkets face declining revenues and store closures [32]. Group 3: Evolution of Retail Formats - The traditional supermarket model is being challenged by a trend towards smaller, more efficient retail formats that cater to urban consumers' fast-paced lifestyles [35][36]. - New retail models focus on a limited selection of high-quality products, enhancing shopping efficiency and brand loyalty, contrasting with the overwhelming variety offered by traditional supermarkets [37][38]. - The emergence of private label brands and exclusive products in new retail formats has shifted consumer expectations, making traditional supermarkets' offerings seem less appealing [39][40]. Group 4: Future Directions for Traditional Supermarkets - Traditional supermarkets are beginning to recognize the need for transformation, inspired by successful models like Pinduoduo, which emphasize customer experience and emotional engagement [54][55]. - RT-Mart is exploring partnerships and pilot projects to enhance its fresh food processing capabilities and reposition stores as community commercial centers [59]. - The evolution of consumer preferences necessitates a fundamental rethinking of how traditional supermarkets operate, focusing on understanding and meeting modern consumer needs [61].