<p>（第一財經）3 月 17 日——中國超市巨頭永輝超市昨日發佈公開信，呼籲美國大賣場零售商山姆會員店確保其自有品牌 Member’s Mark 公平競爭，不強迫供應商 “二選一”，即主導零售商利用其市場力量迫使供應商在自己和競爭對手之間做出選擇，而是允許他們與多個零售商合作。</p>
<p>這一看似突然的公開信是零售商在供應鏈競爭日益激烈的背景下，緊張局勢不斷升級並最終爆發的結果，第一財經從多個消息來源瞭解到。</p>
<p>鑑於當前零售商爭奪供應鏈資源的競爭，永輝不會無緣無故發佈信件，一位接近永輝的消息人士告訴第一財經。這家總部位於福州的公司可能遇到了供應商被迫 “二選一” 的真實案例，這導致了挫折並增加了其運營壓力。</p>
<p>“二選一” 是指主導零售商利用其領先的市場地位，迫使供應商在自己和競爭零售商之間做出選擇。中國法律禁止公司在沒有有效理由的情況下強迫供應商 “二選一”。</p>
<p>第一財經嘗試聯繫美國零售巨頭沃爾瑪，沃爾瑪擁有總部位於本頓維爾的山姆會員店，關於永輝的信件，但截至發稿時尚未收到回覆。</p>
<p>“消費者現在更關注性價比和產品獨特性，因此主要超市品牌都在爭搶高質量和獨特的供應商，以提升其自有品牌的份額。在這個過程中，幾家零售商針對同一供應商是不可避免的，” 一位在零售採購領域擁有多年經驗的行業內部人士表示。</p>
<p>自有品牌和獨家產品是會員店的核心競爭力。山姆會員店的自有品牌銷售額佔其總銷售額的 20% 以上。相比之下，中國的會員店或超市連鎖的自有品牌銷售額通常低於 10%。</p>
<p>“隨着消費者需求和成本壓力的上升，零售商對供應商的要求越來越高，尤其渴望與頂級供應商建立獨家合作關係，” 資深零售行業分析師沈俊表示。“這導致零售商之間出現更多與獨佔相關的爭議。”</p>
<p>沒有足夠的證據，很難判斷 “二選一” 的指控是否有效，因為爭議是兩家公司之間的利益衝突，另一位行業內部人士告訴第一財經。從供應商的角度來看，他們傾向於與銷售能力更強、付款週期更快的零售商更緊密地合作。然而，無論情況如何，零售商都應在法律範圍內競爭，而不是使用強制手段迫使供應商做出獨佔選擇，內部人士表示。</p>
<p>根據第一財經的研究，這並不是山姆會員店第一次被競爭對手指控強迫供應商 “二選一”。在 2021 年 10 月，法國超市連鎖家樂福在中國開設首家會員店的當天，一些供應商集體回購了自己的產品。幾天後，阿里巴巴集團旗下的生鮮電商盒馬鮮生的會員店也發生了類似事件。家樂福和盒馬鮮生都指責山姆會員店在背後施壓供應商。</p>
<p>編輯：唐詩華，金·泰勒</p>

永輝超市

<p>中國超市永輝超市向山姆會員店發出公開信，敦促該零售商停止迫使供應商在其與競爭對手之間做出選擇的做法，這種做法被稱為 “選擇一個”。這封信突顯了零售商在供應鏈資源方面的激烈競爭。永輝聲稱，供應商可能面臨遵從的壓力，這影響了其運營。信中反映了更廣泛的行業趨勢，即零售商正在爭奪與供應商的獨家合作伙伴關係，這引發了對供應商關係合法性和公平性的擔憂。這並不是山姆會員店首次面臨此類指控</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>（第一財經）3 月 17 日——中國超市巨頭永輝超市昨日發佈公開信，呼籲美國大賣場零售商山姆會員店確保其自有品牌 Member’s Mark 公平競爭，不強迫供應商 “二選一”，即主導零售商利用其市場力量迫使供應商在自己和競爭對手之間做出選擇，而是允許他們與多個零售商合作。</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>這一看似突然的公開信是零售商在供應鏈競爭日益激烈的背景下，緊張局勢不斷升級並最終爆發的結果，第一財經從多個消息來源瞭解到。</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>鑑於當前零售商爭奪供應鏈資源的競爭，永輝不會無緣無故發佈信件，一位接近永輝的消息人士告訴第一財經。這家總部位於福州的公司可能遇到了供應商被迫 “二選一” 的真實案例，這導致了挫折並增加了其運營壓力。</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>“二選一” 是指主導零售商利用其領先的市場地位，迫使供應商在自己和競爭零售商之間做出選擇。中國法律禁止公司在沒有有效理由的情況下強迫供應商 “二選一”。</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>第一財經嘗試聯繫美國零售巨頭沃爾瑪，沃爾瑪擁有總部位於本頓維爾的山姆會員店，關於永輝的信件，但截至發稿時尚未收到回覆。</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>“消費者現在更關注性價比和產品獨特性，因此主要超市品牌都在爭搶高質量和獨特的供應商，以提升其自有品牌的份額。在這個過程中，幾家零售商針對同一供應商是不可避免的，” 一位在零售採購領域擁有多年經驗的行業內部人士表示。</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>自有品牌和獨家產品是會員店的核心競爭力。山姆會員店的自有品牌銷售額佔其總銷售額的 20% 以上。相比之下，中國的會員店或超市連鎖的自有品牌銷售額通常低於 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>“隨着消費者需求和成本壓力的上升，零售商對供應商的要求越來越高，尤其渴望與頂級供應商建立獨家合作關係，” 資深零售行業分析師沈俊表示。“這導致零售商之間出現更多與獨佔相關的爭議。”</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>沒有足夠的證據，很難判斷 “二選一” 的指控是否有效，因為爭議是兩家公司之間的利益衝突，另一位行業內部人士告訴第一財經。從供應商的角度來看，他們傾向於與銷售能力更強、付款週期更快的零售商更緊密地合作。然而，無論情況如何，零售商都應在法律範圍內競爭，而不是使用強制手段迫使供應商做出獨佔選擇，內部人士表示。</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>根據第一財經的研究，這並不是山姆會員店第一次被競爭對手指控強迫供應商 “二選一”。在 2021 年 10 月，法國超市連鎖家樂福在中國開設首家會員店的當天，一些供應商集體回購了自己的產品。幾天後，阿里巴巴集團旗下的生鮮電商盒馬鮮生的會員店也發生了類似事件。家樂福和盒馬鮮生都指責山姆會員店在背後施壓供應商。</p>
</div><p>Editors: Tang Shihua, Kim Taylor</p>
<div class="lb-trans"><p>編輯：唐詩華，金·泰勒</p>
</div>

中國的永輝超市敦促山姆會員店停止強迫供應商進行 “二選一” 選擇