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Articles by 刺猬公社编辑部

Browse 8 New Distribution articles by 刺猬公社编辑部.

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Retail Formats

Sam's Club Still Understands the Chinese Middle Class Better Than Hema

Hema X Membership Store, once seen as a rival to Sam's Club in China, is closing its Beijing store and shrinking nationwide, while Sam's Club continues to expand. The retreat reflects Hema's strategic shift to focus on its core formats, Hema Fresh and Hema NB, and the challenges of competing on membership value and product quality.

刺猬公社编辑部
Retail Formats

Farewell to Beijing's Last Carrefour Stores

Carrefour's Shuangjing and Siyuanqiao stores are the last two remaining Carrefour supermarkets in Beijing. As of June 2, 2023, the Shuangjing store's business hours were adjusted to 10:00-19:00. It's hard to imagine a supermarket on Beijing's Third Ring Road closing at 7 PM. At 9:30 AM, the yellow fence outside the Shuangjing store was not yet open, but the "Shopping Card Consultation" desk, simply assembled from two tables, was already crowded with people, mostly elderly. The author observed on site that to buy 100 yuan worth of goods at Carrefour now, you can only use 20 yuan from your shopping card, and the remaining 80 yuan must be paid in cash or via mobile payment; additionally, you must first provide your name and phone number to complete Carrefour membership real-name verification, then wait 10 working days to check the review result at the cashier. After approval, each shopping card can be used to spend 500 yuan, valid for the current month.

刺猬公社编辑部
Brand Marketing

The Dilemma and Turning Point of Domestic Affordable Beverages Behind Coconut Palm Group's Controversial Marketing

During the 618 shopping festival, Coconut Palm Group's live stream became the most eye-catching due to its fit models and suggestive dancing, drawing massive attention but low sales. This highlights the struggle of traditional affordable beverage brands like Coconut Palm, Chengde Lulu, and Yinlu, which face stagnant growth since 2013 and need to rejuvenate their brands to win over young consumers amid intense competition.

刺猬公社编辑部
Brand Marketing

The Mid-Game Battle of Craft Beer: With Only 2% Consumption Share, Where Are the Opportunities to Break Out?

Craft beer's growth in China is strong but its market share remains small at just 1.9% of total beer consumption in 2020. The path to mainstream adoption faces challenges in price, channels, product, and promotion, but companies like Hema and Lehui International are finding ways to break through.

刺猬公社编辑部
Capital, Earnings & M&A

Meituan Rises Amid Pandemic Downturn

Meituan's Q1 2022 earnings beat expectations with revenue up 25% year-on-year, driven by surging food delivery and instant retail demand during COVID lockdowns, while facing challenges in hotel and travel segments. The company sees opportunities in high-end restaurant onboarding and instant retail growth, but uncertainties remain as offline consumption recovers.

刺猬公社编辑部
Retail Formats

Hema Needs Nightlife

Supermarkets are unwilling to be left behind by the times. Hema has started to embrace "nightlife." On June 1, "Hema Night Market" was officially launched. From 5 PM to 10 PM every day, Hema Fresh stores transform into a night market offering nearly 100 kinds of food, including quality items like steak, seafood platters, and craft beer, as well as street foods like stinky tofu, grilled pork belly, fried yogurt, and braised dishes. According to Hedgehog Commune (ID: ciweigongshe), the Hema Night Market project began piloting in some cities in April this year.

刺猬公社编辑部
Consumer & Categories

The Beverage Arena of the New Year's Eve Dinner

Based on a survey of 100 young people aged 18-35, this article explores the beverage choices on the Chinese New Year's Eve dinner table, revealing the marketing strategies of both domestic and international brands and the cultural significance behind them.

刺猬公社编辑部
Management & Methods

Humiliation, Rebirth, and Rise: The Market Battle of Old-School Sodas

In 2018, a Beijing native living in the US for seven years encountered Beibingyang soda in a Seattle Chinese restaurant, evoking childhood memories. This article explores the history of Chinese soda brands, their decline due to Coca-Cola and Pepsi's dominance, and their recent attempts at revival through nostalgia, innovation, and market expansion.

刺猬公社编辑部