放弃续费的会员和被KPI驱策的山姆员工 中新网北京12月11日电 (记者 赵方园)活老鼠出现在山姆原味麻薯包装盒里的消息，在连续五年持有山 姆会员卡的北京顾客王盼心里撕开了一道难以弥合的裂口。 "我明年不会续卡了。"王盼坦言。她的想法并非个例，今年以来，"山姆不再值得""山姆平替"等讨论在 社交平台持续升温。 黑猫投诉平台上，针对山姆的投诉量已突破1.3万条，食品安全、虚假宣传等问题高度集中。曾以严苛 选品和稳定品质建立口碑的山姆，为何走到今天？ 降级的选品标准 12月9日，深圳一名消费者晒出日常订单，其于12月8日晚通过山姆App的"极速达"服务，购买了包括鲜 奶、橙汁及一盒24枚装Member's Mark原味麻薯在内的商品。但当晚送达的银色保温袋中，除冷链商 品，还出现了一只活老鼠。 更让会员感到难以接受的，是自有品牌Member's Mark(MM)出现"肉眼可见的降级"。7月，有会员发现 MM有机大豆的质量等级从1级降为3级，但价格未变。据九派新闻报道，山姆会员商店官方客服回应确 认，"这个品质确实是有下降。" 与此同时，山姆的选品逻辑也正面临"大众化"的质疑。 过去一年，好丽友、溜溜梅、卫龙等传统 ...

Core Viewpoint - The appointment of Liu Peng as CEO of Sam's Club has sparked significant backlash from consumers, reflecting long-standing dissatisfaction with the brand's recent changes and product quality issues [1][6][15]. Group 1: Leadership and Background - Liu Peng has a strong background in retail, having held various senior positions at Alibaba and other companies, indicating his capability [3]. - Despite his qualifications, consumer dissatisfaction emerged quickly after his appointment, particularly following changes to the Sam's Club app that altered product presentation [5][11]. Group 2: Consumer Backlash - The redesign of the Sam's Club app, which shifted from simple product images to more stylized photos, ignited consumer anger, leading to widespread calls for Liu's resignation [5][11]. - The backlash is not solely directed at Liu but is a culmination of ongoing consumer grievances regarding product quality and selection at Sam's Club [6][12]. Group 3: Financial Performance and Expansion - In 2024, Sam's Club achieved over 100 billion yuan in revenue from its members, accounting for two-thirds of Walmart China's total revenue, marking it as the first foreign retail enterprise in China to surpass this milestone [6]. - The company has been rapidly expanding, planning to open 6-7 new stores annually starting in 2024, with a target of 8-10 stores per year by 2025 [6][12]. Group 4: Product Quality Issues - Recent product controversies, such as the "low-sugar" version of a popular snack that did not meet advertised standards, have contributed to consumer dissatisfaction [7]. - There have been multiple reports of declining product quality, including issues with Sam's own brand products, raising concerns about quality control amid rapid expansion [10][13]. Group 5: Trust and Consumer Expectations - The ongoing issues have led to a significant erosion of consumer trust, particularly in light of past food safety scandals in China, which have made consumers more sensitive to product quality [12][15]. - Consumers expect a commitment to quality and safety from Sam's Club, and any perceived decline in these standards threatens the brand's foundational promise [15][16].

Core Viewpoint - Sam's Club China is facing backlash from its members due to the introduction of mass-market brands, which members feel dilutes the value of their membership and undermines the quality promise that distinguishes Sam's from regular supermarkets [6][17][29]. Group 1: Membership and Brand Strategy - Sam's Club China has over 5 million members, generating annual membership fees exceeding 1.3 billion yuan, and aims to maintain its appeal to the middle class by offering high-quality, unique products [9][38]. - The introduction of brands like Holley Friend has led to significant member dissatisfaction, with many feeling that the quality of products has declined and that they are now paying a premium for items available in regular supermarkets [12][18]. - Members have expressed their frustration through social media and have taken actions such as canceling memberships, indicating a strong reaction to perceived changes in product selection and quality [15][39]. Group 2: Product Quality Concerns - Reports indicate that the quality of products has deteriorated, with examples such as organic soybeans being downgraded from first to third grade quality, and changes in ingredient transparency leading to further distrust among members [32][34]. - There have been numerous complaints regarding food safety issues, including contamination in products, which have contributed to a decline in consumer trust [36][38]. - The rapid expansion of Sam's Club China has strained its supply chain management and quality control processes, making it difficult to maintain high standards [35][36]. Group 3: Market Position and Competition - The competitive landscape is changing, with Costco planning to open additional stores in China and local players like Hema and RT-Mart gaining traction, prompting Sam's Club to adjust its strategy to attract a broader customer base [23][29]. - The shift towards including more mass-market brands is seen as a response to changing consumer behavior, where members are increasingly engaging in "smart consumption" by purchasing both premium and budget items [23][27]. - Sam's Club's strategy reflects a broader industry trend of balancing elite offerings with more accessible products, but this has led to internal conflict regarding brand identity and member expectations [29][30].

Group 1 - Zhengzhou fried chicken brand "Zhang Duntun Kaiflower Chicken Leg" successfully completed angel round financing of tens of millions RMB, with funds focused on optimizing franchise support and market expansion [3] - Professional outdoor brand "SURPINE Songyoupai" completed tens of millions RMB Pre-A financing, aimed at product R&D innovation, user experience enhancement, team building, and multi-channel expansion [4][5] - "Nezha Xianyin" completed 10 million RMB angel round financing, with funds primarily for product R&D upgrades and nationwide store network expansion [7] Group 2 - "M password" sanitary napkins were reported to contain high levels of carcinogens, with specific products showing sulfur content as high as 16653.4679μg/g, although the company claims all products meet national standards [8][9] - Sam's Club acknowledged a decline in the quality of organic soybeans, with the current product being rated as grade 3, while the previous product was grade 1 [10][11] - TikTok's revenue for 2024 is projected to reach $23 billion, a 42.8% year-on-year increase, making it the fourth largest social app globally [11] Group 3 - The price of gold jewelry has dropped, with various brands reporting a decrease in price per gram, such as Chow Sang Sang at 1015 RMB, down 14 RMB from the previous day [17] - The AI eyewear market has seen explosive growth, with transaction volume increasing tenfold year-on-year in the first half of the year, and average prices dropping from over 2000 RMB to around 1500 RMB [18] - In the first half of 2025, non-bank sectors in China experienced a net inflow of $127.3 billion in cross-border funds, continuing the trend of net inflows since the second half of last year [19]