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China: ALDI China is shifting into high gear
Discount Retail Chain ALDI China is hitting the "accelerator." From infrastructure upgrades to major retail milestones, the discounter is solidifying its footprint in the Chinese market through a three-pronged strategy: supply chain efficiency, store expansion, and localized product innovation. Strategic Expansion & Milestones ALDI recently hit several key growth markers that underscore its commitment to the region: Logistics Infrastructure: In February, the launch of the Wux
4 days ago2 min read


Mexico: Hard-discount Bara beats FEMSA
Discount Retail Chain Bara accelerates. Not with stridency, but with consistent numbers. It went from 479 stores at the end of 2024 to 533 in mid-2025 and 573 in September of the same year, that is, a net expansion of 94 units in nine months. In addition, there are 14 additional openings in February 2026. At the same time, FEMSA has already announced regional investments such as Morelia, for more than 120 million pesos and the generation of 200 direct jobs, and Nuevo León for
7 days ago2 min read


China: DRC's Interview - 折扣店是个漫长赛道,开到500家门店才有可能整体盈利
DRC折扣零售咨询公司合伙人马克·胡珀曼斯(MarcHouppermans,以下简称马克)曾经在全球知名折扣店品牌Aldi任职13年,一度做到Aldi荷兰董事总经理的职位,全面负责Aldi在荷兰的门店扩张、供应链建设与自有品牌开发。近年来,他又以咨询顾问的身份参与了多个中国折扣店项目。 眼下,折扣店在中国已经形成燎原之势:盒马旗下超盒算NB门店数超过了400家;奥乐齐已有100余家门店,并且宣布要今年开出至少50家门店;而快乐猴、京东折扣超市两家互联网平台旗下的折扣店项目也加快开店速度。 在这样的背景下,《第三只眼看零售》专访了这位折扣业态的老兵,请他以“过来人”身份对中国折扣店发展进行复盘。 在马克看来,折扣店是一个漫长的赛道,需要开到500家门店才能实现整体盈利。“奥乐齐在澳大利亚和美国市场都是门店数到了500家以后才开始盈利的,在中国也会是这样一个趋势”,马克表示。 他认为,折扣店代表企业Aldi在欧洲是定位全客层消费的,但在中国,更多的中产阶层到奥乐齐消费,而中低收入群体通常在农贸市场购物。折扣店要得到中国全客层消费者的接纳,预计还需要1
Apr 159 min read
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