11月17日，沃尔玛中国宣布旗下自有品牌"沃集鲜"全面升级，近一年推出近千款新品（包含升级产 品），覆盖生鲜、食品、饮料等核心品类。同时，沃尔玛中国还明确将持续加码对沃尔玛超市门店改造 与全渠道建设投入。 作为1996年就进入中国市场的零售巨头，沃尔玛见证了中国零售业的兴衰起伏。但是作为大卖场业态， 沃尔玛近年也在面临客流和营收下降、竞争加剧等挑战。 中国连锁经营协会发布的数据显示，沃尔玛中国拥有沃尔玛超市和山姆两个品牌，截至2025年4月30 日，共有334家门店，与2019年的442家相比减少了108家。其中，仓储会员店品牌山姆在中国近年来一 直在快速扩店，与之对应的沃尔玛超市则在收缩门店数量。 沃尔玛中国显然没有放弃"沃尔玛"，而从商品、店型着手，再造沃尔玛，其中也不乏对山姆经验的"平 移"。 洗牌自有品牌 沃集鲜是沃尔玛中国于2019年推出的自有品牌，成立之初主要聚焦鲜食领域。 沃尔玛中国显然没有放弃"沃尔玛"，而从商品、店型着手，再造沃尔玛，其中也不乏对山姆经验的"平 移"。 在2023年公布的品牌架构中，沃尔玛中国在中国市场曾拥有惠宜、沃集鲜和George三大自有品牌，分别 覆盖包装食品、鲜食和家 ...

过去半个月，沃尔玛旗下自有品牌"沃集鲜"的广告占据了广州、上海等城市多个地铁通道。"从小 逛到大的超市""自家品牌，好品质吃一口就知道"等标语，试图唤醒一代人对沃尔玛超市（下称"沃 尔玛"）的集体记忆。 11月17日，沃尔玛中国宣布旗下自有品牌"沃集鲜"全面升级，近一年推出近千款新品（包含升级 产品），覆盖生鲜、食品、饮料等核心品类。同时，沃尔玛中国还明确将持续加码对沃尔玛超市门 店改造与全渠道建设投入。 作为1996年就进入中国市场的零售巨头，沃尔玛见证了中国零售业的兴衰起伏。但是作为大卖场 业态，沃尔玛近年也在面临客流和营收下降、竞争加剧等挑战。 中国连锁经营协会发布的数据显示，沃尔玛中国拥有沃尔玛超市和山姆两个品牌，截至2025年4月 30日，共有334家门店，与2019年的442家相比减少了108家。其中，仓储会员店品牌山姆在中国近 年来一直在快速扩店，与之对应的沃尔玛超市则在收缩门店数量。 沃尔玛中国显然没有放弃"沃尔玛"，而从商品、店型着手，再造沃尔玛，其中也不乏对山姆经验 的"平移"。 沃尔玛中国显然没有放弃"沃尔玛"，而从商品、店型着手，再 造沃尔玛，其中也不乏对山姆经验的"平移"。 作者： ...

Core Insights - Walmart China is upgrading its private label brand "沃集鲜" (Wojixian) with nearly 1,000 new products launched in the past year, focusing on fresh food, beverages, and other core categories [2][3] - The company is facing challenges such as declining foot traffic and revenue, leading to a reduction in the number of Walmart Supercenters from 442 in 2019 to 334 by April 2025 [2][3] - Walmart is shifting its strategy by integrating successful elements from its Sam's Club model into its Walmart Supercenters [10][11] Brand Strategy - Wojixian was launched in 2019, initially focusing on fresh food, and has since integrated some of the packaging food from the 惠宜 (Huayi) brand into its offerings [3] - The brand is prioritized in marketing efforts, with significant promotion through Walmart's official channels, while other brands like Huayi and George have seen reduced visibility [5][6] - Wojixian emphasizes "simple ingredients, collaboration with leading brands, and stable quality-price ratio" as its core principles [5][6] Product Placement and Performance - Wojixian products are prominently displayed in stores and have dedicated sections on Walmart's app, indicating a strategic focus on enhancing visibility and sales [4][5] - In key categories like snacks and cooking oils, Wojixian holds a significant share of the product offerings, showcasing its leading position in core food categories [4] Store Format Innovation - Walmart is exploring new store formats, including community stores in Shenzhen, which focus on convenience and a curated selection of around 2,000 products [8][9] - The community store model aims to cater to urban lifestyles with a "10-minute walk" concept, reflecting a shift towards proximity retailing [8][9] Learning from Sam's Club - Walmart is adopting successful strategies from Sam's Club, which has seen growth while Walmart Supercenters have closed several locations [10][11] - The company is implementing differentiated pricing and promotional strategies based on Sam's Club's product selection logic, while maintaining its unique market positioning [11][12]

Core Insights - The 113th National Sugar and Wine Commodity Fair opened in Nanjing, highlighting the integration of technology and health, with a new "Healthy Food and Technology Service Zone" attracting significant attention [1][3] - Dingdong Maicai showcased its low GI food section and clean ingredient series, emphasizing its commitment to health-focused products and quality consumption trends [1][3] Company Developments - Dingdong Maicai's low GI food section, launched in May 2025, has expanded to 70 products by September, significantly increasing the variety of low GI staple foods available [3][5] - The company presented several self-branded products under the "clean ingredients" label, adhering to a philosophy of minimal additives to enhance natural food properties [3][5] Market Trends - The low GI food market is transitioning from a slow cultivation phase to a full-scale expansion, driven by rising consumer awareness of health-related topics such as weight management and nutrition [3][5] - Sales of health-labeled products at Dingdong Maicai surged, with clean ingredient products exceeding 500 million yuan in sales in the first half of the year, and low GI product sales increasing from under 1 million yuan in 2023 to nearly 60 million yuan in the same period [5] Industry Challenges - The health food market faces challenges including an incomplete standard system, severe product homogeneity, and insufficient R&D capabilities [5] - Dingdong Maicai plans to address these industry pain points through demand-driven R&D, experience upgrades, comprehensive coverage, and holistic health food services [5]

Core Insights - Yonghui Supermarket has opened its first self-adjusted store in the Mentougou District, following previous adjustments in other districts of Beijing, enhancing its market presence [1][2] - The store features a unified shelf height of 1.6 meters, removed mandatory traffic flow, and widened aisles, creating a more customer-friendly shopping environment [1] - The product structure has been adjusted to meet public demand, retaining reliable brands and increasing the proportion of freshly made products to approximately 80% of the "Pang Dong Lai" product structure [1] Product Offerings - The store has introduced popular items such as "Pang Dong Lai" spicy beef strips, small sweet sausages, Northeast-style fried meat, and Korean fried chicken in the prepared food section [1] - Baked goods focus on health and taste, featuring products like "Harvest Joy" European bread, finger tiramisu, peach mousse cake, and chocolate temptation cake [1] - A dedicated brand area for "Pang Dong Lai" includes items like DL craft beer, yogurt oat crisps, grape juice, and laundry pods, along with exclusive displays for Yonghui's selected products [1] Service Enhancements - The store has added a pet storage area to address challenges for pet owners, along with a convenience service area equipped with blood pressure and height measurement devices, and free charging stations [2] - Premium seafood in the fish section now offers oxygen cleaning services, while the meat section provides free shredding and grinding services [2] - Fresh-cut fruit management follows a strict "468" freshness policy, with discounts applied based on time since cutting, and perishable items are cleared daily [2] Expansion Plans - Following the opening of the new store, Yonghui has reached a total of 78 adjusted stores nationwide, with plans to exceed 124 by the end of June and aim for 300 by the Lunar New Year in 2026 [2] - Additional adjusted stores are set to open in Tongzhou and Fengtai districts by the end of May, bringing the total number of adjusted stores in Beijing to 8 [2]