6月24日，广州永旺天河城店。 南都记者 冯宙锋 摄 永旺天河城店不走了。6月24日，永旺(香港)百货有限公司发布公告称，其非全资附属公司永旺广东与 天河城集团签订新的租赁协议，租期为8年，从2025年7月1日起至2033年6月30日止。同时，永旺广东通 过官方公众号透露，永旺天河城店将从今年7月起升级改装，预计在10月重新开业。 此外，根据永旺百货2010年的公告，其租赁的物业为广州市天河路208号天河城广场负一层。而根据最 新的公告，永旺广东租赁的物业为广州市天河路208号天河城购物中心负一层B113及B114号商铺(连同 负二层和负三层的仓库)。两份公告的表述有所不同，新公告租赁面积并未覆盖天河城整个负一层。6月 24日，永旺广东相关负责人向南都湾财社记者确认，永旺天河城店新租赁的面积确实缩小了。 永旺广东此前租赁的物业为天河城负一层，此次最新协议租赁的物业为负一层B113及B114号商铺(连同 负二层和负三层的仓库)。6月24日，永旺广东相关负责人向南都湾财社记者确认，新租赁面积确实缩小 了。 截至6月24日，永旺在广州有7家综合百货超市和11家食品超市，同时还有3个购物中心永旺梦乐城。 此前，永辉超 ...

近日，胖东来创始人于东来开启直播，在直播中他再次明确将关闭多家胖东来门店，包括生活广场店、 人民路店、五一路店等，这一动作引发广泛关注。 提及闭店原因， 于东来解释称："这些店的经营都很好，但因这些老店、小店的品质已经跟不上了，所 以选择逐步关掉。" 据查询，早在2023年和2024年的多次公开演讲中，于东来就曾透露过2025年底的关店计划，包括生活广 场店的重新选址。 "我们不是要把企业做得多么大，而是希望我们更多的员工懂得好的理念，有健全的人格，过得更加健 康，更加轻松，更加美好。"于东来称。 胖东来生活广场店承载着许昌人的记忆。这家于2002年元旦开业的老店，总营业面积达2万多平方米， 其中超市面积约7000平方米，曾是许昌市首个大型综合超市，填补了当地商业空白。 数据截至6月2 2日 从一家糖烟酒店到河南零售巨头，胖东来目前已打造13家门店，其中许昌11家、新乡2家。在今年3月的 一次零售活动上，于东来曾表示，2025年会尽量把销售额控制在200亿元以内。 截至6月22日，胖东来商贸集团2025年合计销售额达112.9亿元。2023年和2024年，胖东来的销售额分别 为107亿元和169.6亿元。 由 ...

Core Insights - Village Super Market, Inc. reported a decline of 1.7% in its shares following the earnings report for the quarter ended April 26, 2025, underperforming the S&P 500 index which gained 1.1% during the same period [1] - Despite the short-term reaction, the stock saw a 3.7% increase over the past month, slightly outperforming the S&P 500's 3% gain, indicating investor confidence in the company's performance [1] Financial Performance - For the fiscal third quarter, earnings per share for Class A common stock increased to 75 cents from 60 cents a year earlier [2] - Sales rose 3.2% year over year to $563.7 million from $546.4 million, driven by a 1.9% increase in same-store sales [2] - Net income reached $11.2 million, marking a 24% increase from $9 million a year ago, while adjusted net income was $11.6 million, up 21% from $9.6 million in the prior-year period [3] Business Metrics - Same-store digital sales surged 10% during the quarter, reflecting the company's success in expanding its online presence [4] - Gross profit as a percentage of sales rose slightly to 28.8% from 28.6% in the year-ago period, attributed to higher patronage dividends and rebates from Wakefern Food Corp. [4] - Operating and administrative costs as a percentage of sales fell to 24.8% from 25.2% last year, driven by lower employee-related expenses and advertising costs [5] Management Commentary - Management highlighted that digital sales growth, remodeled store performance, and pricing dynamics in key grocery categories contributed to the positive results [6] - The strategic focus on e-commerce and targeted capital spending to enhance store competitiveness was emphasized [6] Influencing Factors - Internal initiatives and external economic conditions shaped the third-quarter outcomes, with digital sales growth and inflationary trends in food categories bolstering same-store sales [7] - Recent physical store upgrades contributed to improved traffic and basket size, while Wakefern's rebates and lower LIFO charges cushioned the effects of product mix changes and increased promotions [7] Operational Efficiency - Operating efficiency gains contributed to profitability expansion, with management maintaining tight control over discretionary spending [8] - Despite inflation in certain cost categories, Village managed to deliver better adjusted operating margins [8] Developments - The company opened a 72,000-square-foot ShopRite replacement store in Watchung, NJ, on April 9, 2025, following another replacement store opening in Old Bridge, NJ, in March 2024 [10] - These new stores are expected to enhance customer experience and drive foot traffic, with the company now operating 34 supermarkets under the ShopRite and Fairway banners, along with three Gourmet Garage specialty stores in New York City [10]

Core Viewpoint - The company is experiencing strong operational performance with significant revenue and profit growth, and is well-positioned to expand its discount supermarket presence, leveraging its scale advantages in the snack retail sector [1][2]. Group 1: Financial Performance - In Q1, the company achieved a revenue of 10.821 billion yuan, representing a year-on-year increase of 124.02% [1] - The net profit attributable to shareholders was 215 million yuan, a staggering year-on-year increase of 3,344.13% [1] - The net profit from the snack retail business, after excluding share-based payment expenses, was 412 million yuan, with a net profit margin of 3.85%, up by 1.36 percentage points year-on-year [1] Group 2: Expansion and Market Position - Q2 and Q3 are expected to be peak seasons for store openings, indicating a potential acceleration in expansion [1] - The company has launched an employee stock incentive plan to enhance employee motivation, which may further support growth [1] - The number of discount supermarkets has been increasing since the end of last year, with both snack retail enterprises and regional brands transforming traditional supermarkets into discount formats [1] Group 3: Future Projections - The company is projected to maintain high revenue growth, with expected revenues of 55.132 billion, 67.039 billion, and 79.289 billion yuan for 2025-2027, reflecting year-on-year growth rates of 70.53%, 21.60%, and 18.27% respectively [2] - The net profit attributable to shareholders is expected to reach 734 million, 984 million, and 1.196 billion yuan for the same period, with year-on-year growth rates of 149.95%, 34.10%, and 21.61% respectively [2] - The company is anticipated to benefit from scale effects, leading to continuous improvement in profitability [2]

内容概要：仓储会员超市是指以会员制为基础，精选高性价比商品，库存和销售合一的零售业态。近年 来受益于经济增长，仓储会员超市通过高供应效率以及高质价比产品吸引大量消费群体，国内行业热度 持续高涨，市场规模增长明显。数据显示，2024年我国仓储会员超市市场规模已从2012年的216.3亿元 增长至387.8亿元。未来，随着中国消费市场的持续升级，仓储会员超市行业将迎来更广阔的发展空 间，将不断为中国零售业的转型升级注入新的活力。 关键词：产业链；仓储会员超市行业规模；仓储会员超市线上线下购物占比；竞争格局；重点企业；发 展趋势 一、行业概况 仓储会员超市，是一种带有批发性质的批售式商店，在我国又称为仓储式商场或货仓式商场，是指以会 员制为基础，精选高性价比商品，库存和销售合一的零售业态。相较于传统商超，仓储会员超市以会员 为核心，建立会员制度，选址郊区库架合一节约成本，圈定客群并精选商品，规模化采购提升议价权， 以低毛利率方式运营，主要赚取会员费。 相关上市企业：沃尔玛公司（WMT）；中百集团（000759）；永辉超市（601933）；麦德龙 （CECG）；家家悦（603708）等 相关企业：开市客（Costco ...

（文章来源：广州日报） 广州塔广场距离天河城永旺商店仅隔一个"珠江新城"地铁站；待未来"赤岗塔"地铁站开通后，将为广大 市民带来更高品质的购物体验。 2025年广东永旺将批量出店，计划开出8家新店。2025年4月—6月在广州、佛山、深圳地区将有5家新店 陆续开业，并首次在广州荔湾区和深圳龙岗区开新店，其中广州恒宝广场店（荔湾区双首店）将计划于 2025年5月下旬（4月1日试业）开业，广州天河领展广场店计划开业时间为2025年5月末，截至6月广东 永旺店铺将达到38家；2025年下半年，永旺还将继续开出3家新店。 目前其进展如何？当天17时，记者特意前往广州塔广场走访。目前，相关指示牌显示，B2层确实规划 有精品超市，目前其标注仍写着"暂未开业"状态。 记者前往负二层南中庭，发现目前该区域正处于热火朝天的施工建设之中。负一层商家及一位施工人员 均向记者表示，目前正在施工的负二层区域就是永旺超市，市民可作期待。 广州日报讯 （全媒体记者程依伦）"永旺广州天河城店将于6月撤场"，相关信息广泛传播后，5月14日 15时，记者前往永旺（天河城店）。有售货员表示，如果需要了解超市撤场的相关信息，可以留意官方 的平台，"我 ...

Group 1 - The core viewpoint of the articles highlights the trend of well-known listed companies facing delisting from the A-share market due to financial difficulties and inability to adapt to market changes [1][2][4] - Renrenle, a regional supermarket chain leader, received a notice of termination of listing due to a negative net asset of -404 million yuan and an audit report that could not express an opinion, leading to a proposed delisting by the Shenzhen Stock Exchange [1] - Renrenle's revenue has significantly declined from over 10 billion yuan in previous years to 1.43 billion yuan in 2024, marking a nearly 90% decrease from its peak [1][3] Group 2 - Peng Bo Shi, another A-share listed company, also received a notice of proposed termination of listing, having seen its market value shrink from over 60 billion yuan to approximately 1 billion yuan, a reduction of over 98% [2][3] - The decline of these companies reflects broader trends in the market where failure to adapt to economic changes and consumer preferences can lead to severe operational challenges and potential extinction [3][4] - Companies must continuously strengthen their core competitiveness and adapt their business models to meet evolving consumer demands and market conditions to avoid being eliminated from the capital market [4]

近日，一则关于胖东来超市为解决客流引发的交通拥堵问题，主动承担周边小区物业费的消息在网络引 发关注。5月11日下午，经记者多方核实，该传闻系不实信息。(大河报) ...

近年来，随着一线城市市场的逐渐饱和，越来越多的零售巨头开始将目光投向三四线城市。Costco作为 全球知名的会员制仓储超市，也在这一趋势中加速布局。会员制仓储超市能否在三四线城市引爆消费热 潮，成为了业界关注的焦点。本文将从多个角度探讨Costco下沉三四线的可能性及其对小城消费的影 响。 小标题1：Costco会员制模式在三四线城市的适应性 Costco的会员制模式在全球范围内取得了巨大成功，但在三四线城市，这一模式是否同样适用？三四线 城市的消费者对价格敏感度较高，Costco通过大批量采购和低毛利的策略，能够提供极具竞争力的价 格，这无疑会吸引大量消费者。会员制模式能够筛选出高忠诚度的顾客，这对于Costco在三四线城市的 长期发展至关重要。三四线城市的消费者对会员费的接受度可能较低，这需要Costco在推广过程中进行 有效的市场教育和引导。 小标题2：Costco商品结构与小城消费需求的匹配度 Costco的商品结构以高品质、大包装为主，这与三四线城市的消费需求是否匹配？三四线城市的消费者 对品质的要求逐渐提升，Costco的高品质商品能够满足这一需求。大包装商品在家庭消费中具有优势， 尤其适合三四线 ...