Core Insights - The article discusses the changing product selection at Sam's Club and its implications for consumer behavior and brand perception [1][8][18] Group 1: Product Selection and Consumer Behavior - The author notes that certain products, once praised by consumers, are often removed from shelves, leading to a more aggressive purchasing behavior among shoppers [2][6] - The introduction of new products, such as a low-sugar snack, has faced backlash due to ingredient concerns and perceived quality issues, highlighting the challenge of meeting middle-class consumer expectations [10][11][13] - The shift towards more familiar domestic brands raises questions about whether these selections align with the expectations of middle-class consumers who pay a premium membership fee [15][18][19] Group 2: Sales Performance and Market Position - Sam's Club in China achieved sales exceeding 100.5 billion yuan in 2024, marking a significant milestone in the retail sector [25] - The company is undergoing organizational changes to improve performance in densely populated areas like East China, where store management has become challenging [28] - Membership loyalty is a strong asset for Sam's Club, with over 5 million effective members and a high renewal rate for premium memberships, contributing significantly to revenue [39][40] Group 3: Strategic Adjustments - The company is adjusting its product offerings by replacing international brands with domestic alternatives to enhance supply chain efficiency and cost-effectiveness [29][30] - The management is aware of the need to cater to the evolving preferences of middle-class consumers, which can be difficult to define and meet [20][21][24] - The article suggests that the recent changes in product selection may be influenced by internal management shifts, although no concrete evidence supports this theory [33][35]

以下文章来源于硬氪 ，作者黄楠 硬氪 . 一方面核心用户群已基本覆盖，厂商间为了争夺份额纷纷陷入价格内卷，扫地机技术同质化、功能单一化问题没能及时解决，缺 乏差异化优势。同期激烈的竞争也加剧了市场疲态，随着用户需求升级，个性化偏好和智能化趋势未能被满足，复购意愿低。 专注全球化、硬科技报道。36kr旗下官方账号。 电行业向来是一片竞争极为激烈的红海， 内卷程度堪称白热化。 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业供图 官宣进军大家电的消息后，追觅在AWE 2025现场包下了一个800平方米的大展区，除扫地机器人和洗地机等清洁家电外，还展出 了其首款空调、冰箱、洗衣机、厨电等智能化产品。 这是追觅继去年被爆出招聘团队准备造车后，对原有业务版图的再一次扩充。 而石头除了扫地机、吸尘器和洗地机外，也在现场首次展出了其洗烘套装，采用门屏一体外观设计、是全球首款全面屏洗衣机； 添可发布了具身烹饪产品"食万天工"；科沃斯场馆内其割草机器人也有展示。 近两年来，智能清洁市场逐渐步入存量竞争阶段。根据中怡康、IDC等市场报告显示，2023年上半年，中国扫地机器人市场规模 ...