永辉超级物种围剿盒马 半个月连开三店

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7月9日,最近,永辉云川的超级物种开始加速罢工。在短短两个月内,它在上海,宁波和厦门开设了三家门店。

根据《电商报》,2015年,永辉超市建立了一个名为“永辉云创”的品牌,其中包括永辉生活店,超级物种和永辉生活应用等新兴孵化企业。其中,超级品种成立于2017年初,定位优质的新鲜食品体验店,瞄准城市的新中产阶级和家庭消费者,并通过线下商店+在线APP,微信公众号,小程序和其他平台实现全景打开用餐体验。因此,它被业界视为标准盒子。

到目前为止,超级物种已经孵化了三个车间,即鱿鱼车间,箱牛车间和布鲁隆车间。该国已经开通了北京,上海,广州,深圳和杭州等十多个核心城市。 80多个,基本涵盖了新的中产阶级消费者和家庭。

值得一提的是,5月中旬,永辉超市已发布关联方公告,其关联公司永辉云创计划增资10亿元扩建门店,巩固供应链,提升永辉人寿(S2C) 。等,永辉云创现有股东将以同等比例增加资本。其中,永辉超市投资2.66亿元。增资完成后,永辉超市永丰云创的持股比例保持不变,为26.6%,成为第二大股东。张选宁也是永辉云创的第一大股东,持股比例为29.6%。

然而,永辉超市于2018年底减持永丰云创股份,并从上市公司的声明中剥离。此举已被业界解读为永辉超市“止损”和创始人兄弟“分开”。然而,从增资实践中不难看出,永辉超市仍然没有“放弃”永辉云.在后者独立上市后,不排除为永辉超市转让福利的可能性。

In addition, according to the news reports, in May this year, Netcom received similar “ultimatums” in some important positions within the super-species, including the district chief, the store manager and the partners of the major workshops: no longer profitable, I have to go to class. And Yonghui Yunchuang denies the saying that “not profitable to close the store”, indicating that the goal of this year’s super-species is to focus on refined operations and outperform the profit model, which emphasizes “running the profit model” this year.

The normal operation adjustments considered; the super-species are still deploying new stores one after another to meet the demand of more high-quality raw materials for more users. In June alone, super-species opened new stores such as Shanghai Qingpu Store and Ningbo Zhongti Store. In the first half of 2019, super species have opened more than ten stores, and expanded stores in Fuzhou, Shenzhen and other new airports. Next, the super species will still plan the new store layout around the user's needs.

At present, although new species have not evolved to the final mature form, super species are still expanding in a planned way. The advantage of Yonghui is that the experience of the physical supermarket is rich, and its team also attaches great importance to the new retail innovation. They may be more in place in the refined management and cost control of the store than the box horse fresh.

However, compared with some companies that are favored by capital, the time and patience left by capital to Yonghui is relatively insufficient. Yonghui also faces greater financial pressure during the new retail expansion. According to previous financial reports, Yonghui Yunchuang 2017 The net loss was 267 million yuan, and the loss in 2018 increased to 613 million yuan. All in all, the new retail path for super-species is still a long way to go before it gets out of the loss.

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