Lates News

CITIC Securities research report stated that the current retail adjustment has entered a difficult phase, with many private retail enterprises completing management changes to more thoroughly promote business transformation. The "fattening and adjustment" supermarket adjustment model has achieved success in multiple battles and can serve as a reference template for regional adjustments. Traditional department store formats mainly face challenges from national chain shopping centers, with no "standard answer" for adjustments focusing on improving efficiency, reducing losses, and digging into relative advantages. Looking ahead in the medium to long term, companies are expected to leverage their channel and brand extension capabilities to increase volume in their own products, supply chain, and other areas. Opportunities in times of change: 1. Enterprises with flexible mechanisms and proactive adjustments may have a higher success rate; 2. Focus on the realization aspect of data for regional leading "fattening and adjustment" supermarkets may have higher certainty; 3. Actively pay attention to store adjustments and offline promotion season sales situations expected in September and during the "Golden Week" holiday.