Our analysis lens is…
A) Product Life Cycle
B) Consumer Psychology → Perception
C) Market Structure
D) Price Discrimination
“Perception” in our deck focuses on…
A) Attention, value interpretation, retention
B) Awareness, trial, penetration
C) Price, place, promotion
D) Loyalty, advocacy, CLV
Hema’s signature service promise is…
A) Same-day delivery nationwide
B) 2-hour delivery in 10 km
C) About 30-minute delivery within ~3 km
D) Next-day delivery only
Which cue helps shoppers interpret value at Hema?
A) Mystery pricing
B) Unit prices in app and on shelf
C) Checkout-only prices
D) Staff verbally announce prices
Hema in 2024–2025 showed…
A) Negative growth and store exits
B) 9 months of profit and first full-year profit
C) No change vs prior year
D) Profit only from subsidies
About how many new Hema stores opened in 2024?
A) 12
B) 30
C) 72
D) 150
Super Species underperformed mainly because…
A) Lack of seafood supply
B) Fuzzy positioning and unclear value signals
C) No app at all
D) Too many rural stores
The Super Species format trend by 2022 was…
A) Rapid national expansion
B) Flat store count
C) Shrank from ~80 stores to only a few
D) Converted to membership clubs
A simple “habit” move we recommend is…
A) Daily auctions
B) WeChat Mini-Program rewards and one-tap re-order
C) Cash-only checkout
D) Paper coupons only
A KPI for “value clarity” in our plan is…
A) Average parking time
B) Music volume in store
C) Share of SKUs with unit price visible
D) Number of cashiers
Hema’s GMV was roughly RMB 59 bn in 2024.
We judge “connection” mainly by total chain size.
On-time delivery target is ≥95% within a tight radius.