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Analysis of the Impact of the 'Pang Reform' Model on Supermarket Gross Margins

#retail #supermarket #gross_margin #胖改模式 #胖东来 #供应链优化 #门店调改 #自有品牌
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December 28, 2025

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Analysis of the Impact of the 'Pang Reform' Model on Supermarket Gross Margins

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Based on search results, I need to note that specific information about ‘Wanguoyuan Supermarket’ is relatively limited, but the ‘Pang Reform’ model usually refers to learning Pang Donglai’s store renovation model. Let me analyze based on general industry conditions:

Core Elements of Pang Donglai’s ‘Pang Reform’ Model

1. Product Structure Adjustment

  • Optimize category structure, reduce inefficient SKUs
  • Introduce high-quality, high-margin products
  • Strengthen private label development

2. Supply Chain Optimization

  • Shorten supply chain levels
  • Improve procurement bargaining power
  • Enhance fresh product quality and turnover rate

3. Store Experience Upgrade

  • Improve display and shopping environment
  • Enhance staff service attitude and professionalism
  • Optimize store layout design
Analysis of Impact on Gross Margins
Short-term Improvement Factors
  • Private label share increase
    : Usually private label gross margin is 10-15 percentage points higher than traditional brands
  • Product structure optimization
    : Higher proportion of high-margin products
  • Supply chain cost reduction
    : Reduce intermediate links, increase gross margin space
Long-term Sustainability Challenges

1. Cost Pressure

  • Staff salary increase (Pang Donglai’s employee compensation is generally 30-50% higher than industry average)
  • High store renovation investment costs
  • Continuous capital investment needed for supply chain system upgrade

2. Scale Effect

  • The renovation model has significant effects in small and medium-sized stores
  • Management difficulty increases when promoting on a large scale
  • Difficulty balancing standardization and localization

3. Market Competition

  • Competitors follow and learn
  • Consumer freshness may gradually decrease
  • Differentiation advantage may be diluted
Key Success Indicators
Indicator Short-term Performance Long-term Sustainability
Gross Margin ↑ Increase by 2-5 percentage points Need to stay at a high level
Foot Traffic ↑ Usually increase by 20-50% Need to maintain growth trend
Average Transaction Value ↑ Increase by 10-20% Cultivate consumption habits
Repurchase Rate ↑明显改善 Establish customer stickiness
Conclusion

The ‘Pang Reform’ model’s gross margin improvement is effective in the short term, but long-term sustainability depends on:

  1. Execution Consistency
    : Whether strict implementation of renovation standards can be maintained
  2. Cost Control Ability
    : Control operating costs while improving quality
  3. Differentiation Competitiveness
    : Establish hard-to-replicate competitive advantages
  4. Adaptation to Market Changes
    : Continuously adjust and optimize according to consumption trends

For regional supermarkets like Wanguoyuan,

the key is to find a renovation path suitable for their own positioning
.

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Insights are generated using AI models and historical data for informational purposes only. They do not constitute investment advice or recommendations. Past performance is not indicative of future results.