以下文章来源于晚点LatePost ，作者晚点团队 晚点LatePost . 晚一点，好一点 去年5月，永辉超市创始人张轩松带队一百多人去许昌学习胖东来。到现场，让很多人最意外的不是 胖东来招牌一般的服务、员工福利，而是他们发现胖东来只有十来间超市，拿很多商品的价格却比自 己低——永辉当时还有上千间门店、销售额在全国商超排第一。 一家食品品牌几年前第一次接待胖东来的采购人员，当时它还不太有名，不是后来的商业乌托邦。对 接人根本没听过这个牌子，只是被 "不退不换，裸价采购" 的友好采购条件所打动，同意进许昌试一 来源丨晚点LatePost（ID：postlate） 作者丨 沈方伟 编辑 丨王姗姗 黄俊杰 图源 丨 胖东来官网 下，结果大出意料，自己的产品进了胖东来，销量甚至超过很多一二线的新零售超市。现在他们意识 到，进了胖东来就赢得了一整个城市。 许昌市城镇人口250万，去年当地消费零售总额1160亿元，当中有超过1/10花在胖东来的6家综合商 场和4家中型社区超市。如果排除汽车这样的大消费，当地消费开支可能有近两成在胖东来发生。在 全中国应该再也找不到第二家企业能如此深入而彻底地独霸一个城市的消费。 许昌城 ...

每经记者｜王佳飞 每经编辑｜魏官红 7月1日，《每日经济新闻》记者在许昌市胖东来商贸集团有限公司（以下简称胖东来）官网获悉，2025年上半年胖东来合计销售超过117亿元，6月合计销售 16.8亿元。 同日，记者来到了胖东来郑州项目所在的郑州高铁东站东广场。相较1个月前，现场多了很多施工材料，施工车辆也多了一些。 郑州首店所在地施工中 此外，胖东来门店也将逐步进行调整。 6月23日，胖东来在社交平台表示："（许昌）生活广场店也随着租约到期且是老店会逐步关闭，将来以更有品质的门店，为这个城市带来整洁和美感。" 超市业态是销售主力 胖东来官网显示，超市业态是胖东来销售主力，上半年累计销售63.5亿元。珠宝、电器及百货等业态销售额均超过10亿元，分别为11.82亿元、11.80亿元及 11.70亿元。 胖东来郑州首店所在地施工现场 图片来源：每经记者 王佳飞 摄 门店方面，时代广场上半年销售27.59亿元，位于第一位。大胖店销售额为16.03亿元，天使城和小胖店的销售额分别为15.31亿元及12.97亿元。此外，胖东来 线上商城上半年销售额为4.39亿元，相比实体店规模稍小。 公开资料显示，胖东来2024年全年累计销 ...

Core Viewpoint - The well-known company Pang Donglai is facing a store closure controversy, which has attracted significant public attention and discussion on social media platforms [3][6][7]. Group 1: Store Closures - Pang Donglai's founder, Yu Donglai, announced the closure of several stores, including the Life Plaza store, which has generated over 820 million yuan in sales this year [3][9]. - The company clarified that the closures are part of a strategic shift, focusing on phasing out older stores with expiring leases and lower quality, to replace them with higher-quality outlets [10][12]. - The Life Plaza store, opened in 2002, is set to close due to aging equipment, with its lease expiring in 2026, although the exact closure date is yet to be determined [10]. Group 2: Sales Performance - Despite the controversy, Pang Donglai's sales performance has exceeded expectations, with total sales reaching 11.346 billion yuan by June 23, 2023 [16]. - The company reported a sales target of approximately 20 billion yuan for 2025, with a projected net profit of 1.5 billion yuan [18]. Group 3: Strategic Developments - New commercial complexes such as "Pang Donglai Angel City" and "Pang Donglai Times Square" are emerging, indicating a shift towards modern retail formats [5][11]. - The Times Square store has achieved the highest sales among Pang Donglai's outlets, with 2.786 billion yuan in sales this year [11]. Group 4: Employee Welfare - Pang Donglai has announced plans for employee welfare, projecting an average after-tax monthly income of approximately 9,000 yuan for over 8,000 employees by 2025 [14][15].

来源：环球时报 随着"618"大促活动陆续结束，电商成绩单也已经出炉。有机构数据显示，今年618购物节综合电商销售 总额达8556亿元，其中即时零售贡献了296亿元，同比增长18.7%。在这场网络消费盛宴中，传统商超 的转型之路正显得愈发迫切与关键。 曾经凭借丰富商品种类与一站式购物体验称霸零售市场的传统大卖场，如今遭受价格、效率等多方面冲 击。就连传统卖场的强项——生鲜领域，垂直生鲜电商也通过"产地直采+前置仓"模式，将各类生鲜产 品的损耗率控制在8%左右，相比之下，传统商超的损耗率高达23%。而算法个性化推荐更是大大提升 了线上购物的体验。当"逛超市"从生活必需转变为可选项，传统商超单纯依靠商品堆砌的经营模式已难 以吸引顾客。 这种"做减法"策略的背后，是对供应链的深度重构。有商超将中央厨房前移至农产品产地，使鲜食产品 的保质期从原本的3天延长至7天，损耗率降低了12个百分点。当商品不再只是简单陈列在货架上等待售 卖，而是通过精心筛选、全程溯源保障，有助于在电商的挤压下构建起差异化的品质认知，满足消费者 对高品质商品的需求。 最后是打通线上线下，以物理空间与数字生态的融合完成"场"的重构。如今，越来越多传 ...

Core Points - The first "Rural Encounter with All Things: Co-creating a Better Life" selection event by China Resources Vanguard was launched in Shenzhen, showcasing over a thousand specialty agricultural products from more than a hundred assisting farmers' enterprises across the country [2][5][19] - The event aims to connect high-quality agricultural products from various regions with the consumption market in the Guangdong-Hong Kong-Macao Greater Bay Area, promoting sustainable development in rural revitalization [11][21][34] - The selection event is part of Guangdong's 2025 "Consumption Assistance Summer Action," which focuses on helping rural areas and enhancing the market presence of local products [12][13][46] Company Initiatives - China Resources Vanguard has established a professional procurement team to facilitate direct connections with participating enterprises, exploring long-term cooperation opportunities [38][40] - The company emphasizes the importance of consumer feedback through tasting sessions, allowing for real-time market insights and enhancing product competitiveness [39][40] - The selection event will run until June 22, providing a platform for assisting farmers' enterprises to showcase their products and seek collaboration [46][48] Industry Impact - The initiative reflects a shift from short-term assistance to long-term wealth creation for rural areas, aiming to upgrade local specialties to renowned products [37][34] - The event is designed to enhance the market circulation capabilities of local enterprises, ensuring that regional specialties can compete effectively on a national scale [40][41] - By leveraging supply chain advantages and direct sourcing, the company aims to invigorate rural industries and contribute to national rural revitalization efforts [43][44]

金十数据6月12日讯，6月12日永辉第100家调改店完成之际，永辉超市CMO佘咸平对媒体表示，永辉将 复制胖东来的优质供应链，对标其商品品质和价格，提升自有商品的开发能力，今年推出至少60款自有 品牌商品。 （界面） 永辉超市：今年将推出超60款自有品牌产品 ...

南京讯：调改一年，永辉超市交出胖东来模式100店的答卷。6月13日，永辉超市胖东来模式调改完成全国100店，江苏南京江宁万达广场店正式开业。这标 志着永辉的胖东来模式调改进入规模化、系统化阶段，胖东来化正逐渐成为永辉"品质零售"的标配。 永辉超市副总裁、全国调改项目负责人王守诚表示，永辉超市100店阶段的胖东来模式调改成果主要体现在聚焦"人货场"三大方面的升级转变：在"人"方 面，提升员工的专业技能与工作热情，让永辉的员工从"服务者"升级为实现自我价值的"零售工匠"；在"货"方面，逐步完成永辉从"性价比"到"质价比"的品 质跨越；在"场"方面，将永辉从"零售空间"升级为"品质生活中心"，使其成为更适合中国主流家庭的国民品质超市。 永辉超市首席商品官（CMO）佘咸平首次回应了商品方面的胖东来模式调改，"永辉超市将全面学习与对标胖东来的商品品质和价格，从品质和情感等方面 构造高质价比、多元化特色的商品矩阵。" 作为100店完成的"交卷"之作，永辉超市南京江宁万达店是永辉在南京落地的胖东来模式调改二店，南京首店龙湖江北天街店已于5月23日开业。第100店呈 现了过去一年的调改经验和亮点，学习胖东来全面提升商品品质和 ...

Core Viewpoint - Huayu Baijia Supermarket, a well-established supermarket chain in Zhengzhou, has successfully expanded its operations within Henan province, achieving impressive sales figures and adopting a unique business model that emphasizes local consumer preferences and supply chain resilience [3][5][41]. Group 1: Sales Performance - On its opening day, Huayu Baijia's High-tech Zone Wanda store achieved sales of 1.76 million yuan, with a customer flow of 12,000 [3][42]. - Comparatively, the first-day sales of other supermarkets in Zhengzhou, such as Yonghui Supermarket, were lower, with the first store achieving 1.88 million yuan and the second store averaging 1.08 million yuan in daily sales [4]. Group 2: Business Strategy - Huayu Baijia has focused on local market penetration, expanding from Zhengzhou to other cities in Henan, including Kaifeng, Anyang, and Luohe, marking its first year of provincial expansion [5][41]. - The supermarket chain has adopted a "反营销化" (anti-marketing) approach, emphasizing a deep understanding of local consumer habits and supply chain flexibility, distinguishing itself from competitors like Pang Donglai [5][41]. Group 3: Learning from Competitors - Huayu Baijia has actively studied the operational standards and product management of Pang Donglai, sending its team to learn from their practices regularly [6][7]. - The supermarket has incorporated elements from Pang Donglai's model, such as store design and product structure, while also innovating its own service and operational details [8][10]. Group 4: Product Quality and Innovation - The supermarket chain has launched a self-owned brand development plan, producing nearly 90 products, including craft beer and sesame sauce, with an expected annual output value of 200 million yuan [15]. - Huayu Baijia emphasizes product quality, ensuring that potentially harmful foods are not sold in stores, and maintains high standards for fresh produce and meat [17][19]. Group 5: Consumer Experience and Engagement - The supermarket has established a private WeChat group for customer feedback, offering cash rewards for verified complaints, enhancing customer service accountability [10][11]. - Huayu Baijia has introduced a self-service dining area and high-end product sections, such as wine and coffee, to cater to mid-range consumer demands [33][39]. Group 6: Market Position and Future Expansion - As of now, Huayu Baijia operates 23 stores in Henan, with 19 located in Zhengzhou, making it the largest supermarket chain in the region compared to competitors [41][43]. - The company plans to continue its expansion strategy, aiming to replicate its successful model from Zhengzhou across the province while balancing high-end offerings with basic consumer needs [41][43].

Zumiez (ZUMZ) Q1 2026 Earnings Call June 05, 2025 05:00 PM ET Company Participants Richard Brooks - CEOChristopher Work - Chief Financial Officer Conference Call Participants Mitch Kummetz - Senior Analyst Operator Good afternoon, ladies and gentlemen, and welcome to Zumiez Inc. First Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. We will conduct a question and answer session towards the end of this call. Before we begin, I'd like to rem ...

今天分享的是：2025年中国便利店发展报告 报告共计：41页 《2025年中国便利店发展报告》显示，2024年中国便利店行业在复杂环境下保持韧性，门店数量持续增长，但面临客流下降、经营成本攀 升等挑战。宏观经济方面，消费作为经济增长"主引擎"作用凸显，2024年社会消费品零售总额达48.78万亿元，最终消费支出贡献率44.5%， 政策推动以旧换新、绿色消费等带动市场回暖，便利店在即时性、便利性需求下持续渗透。 行业发展呈现多维度特征：门店数量前十品牌如美宜佳、易捷等保持扩张，社区型门店占比59.6%成重要渠道，但单店日均营收4634元，坪 效同比下降7.1%，大型企业与腰尾部品牌差距扩大。商品结构上，香烟、自有品牌销售占比提升，鲜食、咖啡占比微降，自有品牌通过"低 价高质"打破刻板印象，如某便利店黄焖鸡从食材到制作全流程品控，提升差异化竞争力。 业态创新方面，便利店加速餐饮化转型，引入现煮鲜食、咖啡烘焙等，探索"便利店+食堂"模式，如日资品牌增设堂食区，本土品牌联动咖 啡烘焙业态提升坪效。即时零售成为增长亮点，近4成企业开通相关业务，销售占比上升11.4%，前置仓模式优化供应链，实现"店仓一体"， 某品牌通过 ...