1. This Week's Headline
1 Sam's Club Beijing Fangshan Store opens on 8/31, making Beijing the city with the most Sam's Club locations.
On 8 27, Sam's Club confirmed that its Beijing Fangshan store will officially open on 8 31 — the sixth location in Beijing. Spanning 4.66 hectares with over 900 parking spaces, the store introduces approximately 4000 product varieties and features a dedicated Smart Products zone, including AI chess robots, 3D printers, smart rings, and more.
More notably, future locations—including Tongzhou Songzhuang, Haidian Yongfeng TOD, and Chaoyang Sunhe—are currently in progress.The total number of Sam's Club stores in Beijing will reach 9., making it the city with the densest Sam's Club presence in China. The Nanchang Sam's Club project plan has also been approved.
Super Sampling Review:Sam's Club Strategic Layout: The membership store segment is far from saturated. For suppliers, the high selection threshold is offset by growing channel value—900 parking spaces signal strong customer purchasing power and a willingness to stock up.
2. AEON Supermarkets officially withdraw from Beijing-Tianjin-Hebei region; era of Japanese hypermarkets accelerates to close
On 8 26, AEON announced the closure of all its stores in Beijing, Tianjin, and Hebei, with gift card refunds starting in 9. Previously, three stores in Tianjin and one in Yanjiao ceased operations in 3. Wumart took over the locations entirely to renovate them into AI-powered smart retail stores.
From Lotte Mart to Auchan, from Carrefour to AEON — the retreat of foreign hypermarkets in China is now certain. Yet their community assets have been taken over and revitalized by local brands.Channels change, but demand for community retail remains steady.。
Super Sampling Review:For foreign hypermarkets, rigid models, high costs, and products that don't fit the local market are major pain points. For suppliers, the key is to keep pace with the new wave of channel restructuring.
3. Little Elephant Supermarket opens its first store in South China, bringing instant retail to the physical world in Shenzhen.
On 8 28, Meituan Xiaoxiang Supermarket opened its first store in South China at MixC Shenzhen. Spanning over 3000 square meters, the "store + warehouse" integrated model features Cantonese roasted meats, freshly sliced Chaoshan beef, and fruit-cut craft beer offerings. With more than 10,000 SKUs, fresh products account for 70% of inventory. The network of front warehouses now covers 71 cities with over 2000 locations.
Super Sampling Review:Scale online, build trust offline. For fresh and short-shelf-life food companies with local supply capabilities, new channel opportunities are here.
II. Leading Company Updates
🔵 Sam's Club / Walmart
- Beijing Fangshan Store 8.31 opens; Beijing will have 9 stores in the future.
- Nanchang Sam's Club project planning approved
- Walmart responds to "Wojixian" salmon with E. coli exceeding limits, stating it passed quality checks
🟢 Hema / SuperHesuan NB
- Super Box Hits 1-Year Anniversary: Over 500 Stores Nationwide, With Nearly 50 New Locations Opening Simultaneously
- Grand opening of our third store in Huizhou, plus new stores in Wuhu, Lu'an, Taizhou, Huzhou, Langfang — 5 cities in total.
- 1st "Super Neighborhood Festival": 900 Private Label Products at 88% Off
🔴 RT-Mart / Sun Art Retail
- Pre-warehouse openings in four cities: Tianjin, Shanghai, Wuxi, and Tongliao. ~500㎡, ~6000 SKUs
- First entry into Inner Mongolia; target to increase online sales share to 40%-50% within three years.
- Deepening strategic partnership with Wuyue Plaza
🟠 Yonghui Superstores
- East China's First Full-Health Scenario Store Launches: Phase 2 Renovation at Shanghai Nanxiang Impression City
- Xilin Grassland Sheep Base Inaugurated to Strengthen Direct Sourcing from the Source
Emerging Business Models
- JD Discount Supermarket's 1st Anniversary: 11 stores nationwide, with 3 new cities opening in 9.
- Mingming Busy H1: Revenue 450 billion (+60%), Profit 22.4 billion (+155%), Stores 26405
- Wushang Jiangtan Membership Store Miaoshan Branch Opens: Wuhan's 2th location, 7883 sqm
- Costco's 50th Anniversary: JD Flagship Store Expands Operations to Cover 1,000+ Districts and Counties
3. Industry Trends and Insights
📍 Foreign Retailers Return to Beijing — But Their Strategy Has Changed
After 12 years, Ito Yokado reflects on its food supermarket in the Jingkai 1500ping community. Sam's Club expands into suburbs, while Costco leverages JD.com to reach nationwide markets. The era of competing via hypermarkets is over; instead, retailers are refining store formats and focusing on daily meals. Foreign brands have finally mastered "small but refined."
📍 Discount retail enters the "scale validation" phase
Super Box NB 500+, JD Discount Supermarket 11, and Mingming Busy 26000 — three paths, one core logic: cut out middlemen, leverage private labels for higher margins, and optimize SKU selection for efficiency.
📍 Instant retail is going offline
Elephant Supermarket launches 3000-sqm flagship stores, Chaohe Suan opens 600-800-sqm community outlets to densify coverage, and RT-Mart deploys front warehouses in four cities simultaneously—"store + warehouse" becomes the standard model. Traditional supermarkets are launching front warehouses, while instant retail platforms are opening physical stores; both sectors are increasingly penetrating each other's domains.
IV. Policy and Supply Chain
Ministry of Commerce 9 Department Retail Innovation OpinionOngoing momentum: expanding the 15-minute convenience living circle, enhancing quality and efficiency in county-level commerce, promoting AI-driven scenarios, and supporting retail companies in IPOs and REITs.
State Council Food Safety Office Crackdowns on "Formaldehyde-Treated Cabbage"Multiple departments have directed local authorities to conduct strict inspections, and Shanghai's wet markets have launched a comprehensive product sweep.
Walmart "Woxian" SalmonFlagged by the State Administration for Market Regulation for exceeding coliform limits.
V. This Week's New Arrivals
Super Box NB × Yili/Mengniu Ice Cream
Reverse-engineered by top dairy brands; sourced directly from farms, cutting out middlemen.
ALDI Electrolyte Sports Drink
Add Potassium, Large Capacity, High Value
🦐 Xiaoxiang Supermarket Cantonese Roasted Meat Stall
Localized customization: 2 seafood delivered within 4 hours.
🛒 JD Discount Supermarket Private Brand Matrix
Wuchang Rice 38.9 USD/5kg, priced at a 5% discount compared to mainstream brands.
🍵 Wushang Jiangtu Selected Tea Supermarket
33 signature teas + 15 loose-leaf options — taste before you buy
VI. Next Week's Highlights
Information Source
| Source | Link |
|---|---|
| Capital Window | Sam's Club Beijing Fangshan Store |
| Sina Finance | AEON Supermarkets Exit Beijing-Tianjin-Hebei Region |
| Southern Metropolis Daily | Xiaoxiang Supermarket's First Store in Shenzhen |
| Daily Economic News | RT-Mart Pre-warehouses Launch Simultaneously in Four Cities |
| Beijing Business Daily | SuperBox NB Neighborhood Festival |
| NetEase | Weekly Retail Brief |
| Sohu | Costco 50th Anniversary |
| Beijing Business Today | Ito Yokado returns to Beijing |
| Winshang | Wushang River Dolphin Miaoshan Store |