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Articles by 谢康玉
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The Decline of Hypermarkets: Not Community Group Buying's Fault
Hypermarkets continue to decline, with recent financial reports showing losses at Renrenle, Jingkelong, and Yonghui. While community group buying is often blamed, the real issues are structural changes and long-term industry challenges, including competition from e-commerce and changing consumer habits.
谢康玉The Way Out for Hypermarkets Is Neither Warehouse Stores Nor Membership Systems
As traditional hypermarkets decline in China, retailers are rushing into warehouse clubs and membership models, but the key to success lies not in the format itself but in offering unique value that compels consumers to visit.
谢康玉Too Many New Brands, Not Enough Consumers
The number of new consumer brands in China is exploding, leading to intense competition and market saturation. As brands struggle to differentiate, many turn to celebrity endorsements and niche marketing, but the fundamental challenge remains: consumers have limited attention and wallets.
谢康玉Beijing: The Second Half of the Community Group Buying Battle
Beijing, as the capital, has a consumption demonstration effect. Community group buying, a retail model particularly suited for the e-commercialization of all categories in lower-tier markets, has finally arrived in first-tier cities. After Didi's Orange Heart优选 entered Beijing, Meituan优选 followed a week later, marking the full entry of community group buying into first-tier cities.
谢康玉Carrefour's Decline Deserves No Sympathy
First-tier cities may no longer be suitable for hypermarkets. French retail giant Carrefour, inventor of the hypermarket model and once a national pride, has seen its decline accelerate, with its China business exiting and its global operations facing acquisition attempts. The root cause lies in its outdated profit model and capital-driven management, which have hindered its adaptation to e-commerce and changing retail dynamics.
谢康玉