<p>（第一财经）3 月 17 日——中国超市巨头永辉超市昨日发布公开信，呼吁美国大卖场零售商山姆会员店确保其自有品牌 Member’s Mark 公平竞争，不强迫供应商 “二选一”，即主导零售商利用其市场力量迫使供应商在自己和竞争对手之间做出选择，而是允许他们与多个零售商合作。</p>
<p>这一看似突然的公开信是零售商在供应链竞争日益激烈的背景下，紧张局势不断升级并最终爆发的结果，第一财经从多个消息来源了解到。</p>
<p>鉴于当前零售商争夺供应链资源的竞争，永辉不会无缘无故发布信件，一位接近永辉的消息人士告诉第一财经。这家总部位于福州的公司可能遇到了供应商被迫 “二选一” 的真实案例，这导致了挫折并增加了其运营压力。</p>
<p>“二选一” 是指主导零售商利用其领先的市场地位，迫使供应商在自己和竞争零售商之间做出选择。中国法律禁止公司在没有有效理由的情况下强迫供应商 “二选一”。</p>
<p>第一财经尝试联系美国零售巨头沃尔玛，沃尔玛拥有总部位于本顿维尔的山姆会员店，关于永辉的信件，但截至发稿时尚未收到回复。</p>
<p>“消费者现在更关注性价比和产品独特性，因此主要超市品牌都在争抢高质量和独特的供应商，以提升其自有品牌的份额。在这个过程中，几家零售商针对同一供应商是不可避免的，” 一位在零售采购领域拥有多年经验的行业内部人士表示。</p>
<p>自有品牌和独家产品是会员店的核心竞争力。山姆会员店的自有品牌销售额占其总销售额的 20% 以上。相比之下，中国的会员店或超市连锁的自有品牌销售额通常低于 10%。</p>
<p>“随着消费者需求和成本压力的上升，零售商对供应商的要求越来越高，尤其渴望与顶级供应商建立独家合作关系，” 资深零售行业分析师沈俊表示。“这导致零售商之间出现更多与独占相关的争议。”</p>
<p>没有足够的证据，很难判断 “二选一” 的指控是否有效，因为争议是两家公司之间的利益冲突，另一位行业内部人士告诉第一财经。从供应商的角度来看，他们倾向于与销售能力更强、付款周期更快的零售商更紧密地合作。然而，无论情况如何，零售商都应在法律范围内竞争，而不是使用强制手段迫使供应商做出独占选择，内部人士表示。</p>
<p>根据第一财经的研究，这并不是山姆会员店第一次被竞争对手指控强迫供应商 “二选一”。在 2021 年 10 月，法国超市连锁家乐福在中国开设首家会员店的当天，一些供应商集体回购了自己的产品。几天后，阿里巴巴集团旗下的生鲜电商盒马鲜生的会员店也发生了类似事件。家乐福和盒马鲜生都指责山姆会员店在背后施压供应商。</p>
<p>编辑：唐诗华，金·泰勒</p>

永辉超市

<p>中国超市永辉超市向山姆会员店发出公开信，敦促该零售商停止迫使供应商在其与竞争对手之间做出选择的做法，这种做法被称为 “选择一个”。这封信突显了零售商在供应链资源方面的激烈竞争。永辉声称，供应商可能面临遵从的压力，这影响了其运营。信中反映了更广泛的行业趋势，即零售商正在争夺与供应商的独家合作伙伴关系，这引发了对供应商关系合法性和公平性的担忧。这并不是山姆会员店首次面临此类指控</p>

<p>(Yicai) March 17 -- Chinese supermarket giant Yonghui Superstores issued an open letter yesterday calling on US big box retailer Sam’s Club to ensure its private label, Member’s Mark, plays fair and does not force suppliers to &#34;pick one,&#34; a practice in which a dominant retailer uses its market power to make suppliers choose between itself and its competitors, and instead allows them to work with multiple retailers.</p>
<div class="lb-trans"><p>（第一财经）3 月 17 日——中国超市巨头永辉超市昨日发布公开信，呼吁美国大卖场零售商山姆会员店确保其自有品牌 Member’s Mark 公平竞争，不强迫供应商 “二选一”，即主导零售商利用其市场力量迫使供应商在自己和竞争对手之间做出选择，而是允许他们与多个零售商合作。</p>
</div><p>This seemingly sudden open letter is a result of increasingly fierce competition among retailers over supply chains, with tensions building up and finally spilling over, Yicai learned from multiple sources.</p>
<div class="lb-trans"><p>这一看似突然的公开信是零售商在供应链竞争日益激烈的背景下，紧张局势不断升级并最终爆发的结果，第一财经从多个消息来源了解到。</p>
</div><p>Given the current race among retailers to secure supply chain resources, Yonghui would not release a letter without reason, a source close to Yonghui told Yicai. The Fuzhou-based firm might have encountered real cases of suppliers being forced to &#34;pick one,&#34; which caused setbacks and added to its operational pressure.</p>
<div class="lb-trans"><p>鉴于当前零售商争夺供应链资源的竞争，永辉不会无缘无故发布信件，一位接近永辉的消息人士告诉第一财经。这家总部位于福州的公司可能遇到了供应商被迫 “二选一” 的真实案例，这导致了挫折并增加了其运营压力。</p>
</div><p>&#34;Pick one&#34; refers to a behavior where a dominant retailer leverages its leading market position to force suppliers to choose between itself and rival retailers. Chinese law prohibits companies from compelling suppliers to &#34;pick one&#34; without valid justification.</p>
<div class="lb-trans"><p>“二选一” 是指主导零售商利用其领先的市场地位，迫使供应商在自己和竞争零售商之间做出选择。中国法律禁止公司在没有有效理由的情况下强迫供应商 “二选一”。</p>
</div><p>Yicai tried contacting US retail giant Walmart, which owns Bentonville-based Sam’s Club, regarding Yonghui’s letter today, but had not received a response as of press time.</p>
<div class="lb-trans"><p>第一财经尝试联系美国零售巨头沃尔玛，沃尔玛拥有总部位于本顿维尔的山姆会员店，关于永辉的信件，但截至发稿时尚未收到回复。</p>
</div><p>“Consumers now care more about value for money and product uniqueness, so major supermarket brands are all vying for high-quality and distinctive suppliers to boost the share of their private labels. During this process, it is inevitable that several retailers will target the same supplier,” said an industry insider, who has many years of experience in retail procurement.</p>
<div class="lb-trans"><p>“消费者现在更关注性价比和产品独特性，因此主要超市品牌都在争抢高质量和独特的供应商，以提升其自有品牌的份额。在这个过程中，几家零售商针对同一供应商是不可避免的，” 一位在零售采购领域拥有多年经验的行业内部人士表示。</p>
</div><p>Private labels and exclusive products are the core competitive strength of membership stores. Sales of private labels at Sam’s Club account for more than 20 percent of its total sales. By comparison, such sales at Chinese membership stores or supermarket chains are usually less than 10 percent.</p>
<div class="lb-trans"><p>自有品牌和独家产品是会员店的核心竞争力。山姆会员店的自有品牌销售额占其总销售额的 20% 以上。相比之下，中国的会员店或超市连锁的自有品牌销售额通常低于 10%。</p>
</div><p>“As consumer demands and cost pressures rise, retailers are placing higher requirements on their suppliers and are especially eager to secure exclusive partnerships with top suppliers,” said senior retail industry analyst Shen Jun. “This leads to more exclusivity-related disputes among retailers.”</p>
<div class="lb-trans"><p>“随着消费者需求和成本压力的上升，零售商对供应商的要求越来越高，尤其渴望与顶级供应商建立独家合作关系，” 资深零售行业分析师沈俊表示。“这导致零售商之间出现更多与独占相关的争议。”</p>
</div><p>Without sufficient evidence, it is hard to determine whether the &#34;pick one&#34; accusations are valid, since the dispute is a conflict of interest between the two firms, another industry insider told Yicai. From the supplier’s perspective, they tend to prefer working more closely with retailers that have stronger sales capabilities and faster payment cycles. However, regardless of the situation, retailers should compete within the law and not use coercive tactics to force suppliers to make exclusive choices, the insider said.</p>
<div class="lb-trans"><p>没有足够的证据，很难判断 “二选一” 的指控是否有效，因为争议是两家公司之间的利益冲突，另一位行业内部人士告诉第一财经。从供应商的角度来看，他们倾向于与销售能力更强、付款周期更快的零售商更紧密地合作。然而，无论情况如何，零售商都应在法律范围内竞争，而不是使用强制手段迫使供应商做出独占选择，内部人士表示。</p>
</div><p>This is not the first time that Sam’s Club has been accused by its rivals of forcing suppliers to &#34;pick one,&#34; according to Yicai research. In October 2021, on the opening day of French hypermarket chain Carrefour’s first membership store in China, some suppliers collectively bought back their own products. A few days later, a similar incident occurred at the membership store of Freshippo, the grocery arm of e-commerce giant Alibaba Group Holding. Both Carrefour and Freshippo accused Sam’s Club of pressuring suppliers behind the scenes.</p>
<div class="lb-trans"><p>根据第一财经的研究，这并不是山姆会员店第一次被竞争对手指控强迫供应商 “二选一”。在 2021 年 10 月，法国超市连锁家乐福在中国开设首家会员店的当天，一些供应商集体回购了自己的产品。几天后，阿里巴巴集团旗下的生鲜电商盒马鲜生的会员店也发生了类似事件。家乐福和盒马鲜生都指责山姆会员店在背后施压供应商。</p>
</div><p>Editors: Tang Shihua, Kim Taylor</p>
<div class="lb-trans"><p>编辑：唐诗华，金·泰勒</p>
</div>

中国的永辉超市敦促山姆会员店停止强迫供应商进行 “二选一” 选择