核心观点线下：永辉公布自有品牌规划，门店调改稳步推进。7 月24 日，永辉超市公布了详细的自有品牌规划。目标从2025-2029 年，自有品牌单品数从60 款提升至500 款，渗透率从5%提升至40%。截止7 月25 日，永辉超市调改门店数达到143 家，占现有总门店数（523 家）的比重为27.34%线上：即时零售竞争短期仍旧胶着，我们认为较大概率暑期结束后补贴陆续推坡，各公司在Q3 触UE 底...
Source Link核心观点线下：永辉公布自有品牌规划，门店调改稳步推进。7 月24 日，永辉超市公布了详细的自有品牌规划。目标从2025-2029 年，自有品牌单品数从60 款提升至500 款，渗透率从5%提升至40%。截止7 月25 日，永辉超市调改门店数达到143 家，占现有总门店数（523 家）的比重为27.34%线上：即时零售竞争短期仍旧胶着，我们认为较大概率暑期结束后补贴陆续推坡，各公司在Q3 触UE 底...
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