4月19日，甘源食品股份有限公司（以下简称"甘源食品"）披露2024年年报。公司2024年实现营业 收入22.57亿元，同比增长22.18%；归属于上市公司股东的净利润3.76亿元，同比增长14.32%；基本每 股收益4.14元。公司拟向全体股东每10股派发现金红利17.84元（含税）。 中国食品产业分析师朱丹蓬向《证券日报》记者表示："目前调味坚果的消费人群在不断扩容，可 以看到新生代已经成为了主流消费群体，他们的消费行为特点鲜明，对于调味的需求更高。我们认为调 味坚果一定是未来的趋势，更具差异化的产品能够满足消费者全方位、多维度的需求。" "出海"进程加快 2024年，甘源食品坚持"全渠道+多品类"的经营战略，通过品控、产品、品牌、管理等多维度战略 升级，不断增强核心竞争力，致力于打造多样化、新风味、高品质的休闲零食品牌。公司在夯实传统商 超渠道基础上，积极合作会员商超、零食量贩、新媒体电商等渠道。 2024年公司经销渠道、电商渠道收入分别同比增长22.6%、10.7%。"经销渠道受益于'出海'进程加 快，增速表现亮眼。"甘源食品相关负责人表示。 以东南亚市场作为切入口，甘源食品进行了产品"出海"的尝试， ...

Core Insights - Walmart's international business, particularly in China, has become a significant growth driver, with net sales of approximately $120 billion and EBITDA of $5.5 billion [1] - The company's success in China is attributed to its effective integration of online and offline retail channels, achieving 50% of sales from online and 80% of orders delivered within one hour [3][9] Group 1: Performance in China - Walmart's sales in China have dramatically increased, with online sales rising from 4% seven years ago to 50% today [3] - The Sam's Club model in China has been refined over 29 years, focusing on high-quality products and disruptive pricing [3] - The implementation of a one-hour delivery model has been successful, with 80% of orders delivered within this timeframe, supported by strategically placed "cloud warehouses" [3][6] Group 2: Learning and Adaptation - Other markets, such as India and Mexico, are looking to adopt China's successful strategies, with India's Flipkart team aiming to enhance their delivery speed by learning from Walmart's Chinese operations [6] - The emphasis on rigorous management of location, space, and SKU has been a key takeaway for international teams [6] - Walmart is sharing experiences from the Chinese market, including live-streaming sales techniques, to enhance operations in other regions [6] Group 3: Future Goals and Market Strategy - Walmart aims to achieve $200 billion in GMV by 2028, with plans to double profits and increase e-commerce penetration [9] - The company is satisfied with its current international market portfolio and has no immediate plans to enter new markets [9] - Lessons learned from past market exits, such as in the UK and Japan, have informed Walmart's successful adaptation in China, emphasizing the importance of localizing products for consumers [9]

中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 需求多元的市场。 作者 | 闫俊文 来源 | 中国企业家杂志 （ID：iceo-com-cn） 湖北省监利市是这样一座普通的县级市：荆州市代管县级市，拥有104万的常住人口；2024年，它的 城镇人均每月可支配收入约为3300元；以稻米以及小龙虾闻名，还没建成一座通车的火车站或者高铁 站；居民早上有喝早酒的习惯，号称"全国喝早酒最凶猛之地"。 以下文章来源于中国企业家杂志 ，作者闫俊文 但监利有"山姆"，且监利的"山姆"也卖爆了。2024年11月16日，监利"山姆"正式开业，截至2024 年12月31日，其销售额超过58万元，客单数为6858单，平均毛利率接近20%。 监利的"山姆"，和其他在山姆官网上公布的门店有许多不同：它不在官网上，全名叫做"监利山姆严选 集合店"，而不是北京、上海、深圳、杭州、武汉、南京等地的"山姆xxx店"；面积300平米，大概相 当于山姆会员超市平均面积的1%。 这家店现在共有4个员工，创始人是汪振宇。95后的汪振宇，看到了这个机会，在第一家门店的试水 后，他已在筹备监利第二家山姆精选店了。 摄影：闫俊文 外界将汪振宇这类从业者称 ...