Core Insights - ALDI has achieved significant growth in the Chinese market, with a sales scale of 2 billion yuan in 2024, doubling from 1 billion yuan in 2023, and a store count increase from 50 to 55 [1][2] - The company's strategy focuses on high efficiency, streamlined operations, and a strong private label approach, with approximately 90% of its products being private labels [1][3] - ALDI's entry into the Jiangsu market marks its expansion beyond Shanghai, leveraging its understanding of local consumer behavior and government support [4] Sales Performance - ALDI's sales in 2024 reached 2 billion yuan, representing a 100% year-on-year growth, while the average annual sales per store is approximately 36.36 million yuan [1][2] - The company has maintained a high sales efficiency with smaller store sizes, typically ranging from 200 to 600 square meters [2] Product Strategy - ALDI's product offerings emphasize high frequency, essential, and health-oriented items, with a focus on high cost-performance [2] - The launch of the "Super Value" series in late 2023 has been successful, with products like 9.9 yuan liquor gaining popularity [2] Supply Chain Management - ALDI has developed 13 private label brands and sources over 80% of its products from local suppliers, optimizing its supply chain for cost efficiency [3] - The company employs a dual supply chain strategy, combining local and global sourcing to enhance operational efficiency [3] Market Expansion - ALDI has begun expanding into Jiangsu province, with plans to replicate its successful Shanghai model [4] - The company has opened stores in Suzhou, Wuxi, and Kunshan, with a total of 76 stores nationwide as of July 2025 [4] Challenges and Future Outlook - The expansion into Jiangsu presents both opportunities and challenges, including adapting to regional consumer differences and enhancing supply chain efficiency [4] - ALDI faces competition in the rapidly changing Chinese retail landscape, necessitating a focus on digital transformation and consumer insights [4]