The giant leads the "warehouse store integration" and AI revolution, and the Internet and physical stores move towards "intelligent integration"

By more than half of 2026, the competitive landscape of China's retail industry will be deeply reshaped. The retail giants represented by Wal Mart China (including Sam) and Hema have made a strong breakthrough by relying on the "warehouse store integration" model of "big stores do the scene, cloud warehouses do the contract". Data shows that Sam China's omni channel sales exceeded 140 billion yuan, and the overall GMV of Hema exceeded 107 billion yuan, which proves the great success of the model of "stores are both experience fields and front warehouses".

This trend has attracted e-commerce giants such as Alibaba, JD.com, and Meituan to collectively go offline. Industry analysis suggests that this marks a shift in the competitive focus of the retail industry from "more" and "less" to "faster" and "better". At the same time, AI technology is reshaping the underlying logic of the retail industry. Traditional retail giants such as Chongbai Group have taken the lead in implementing AI applications in areas such as intelligent replenishment and intelligent clearing, achieving significant improvements in operational efficiency. On the consumer side, the rise of AI shopping guides and intelligent shopping assistants indicates that the entrance to retail will be restructured in the future. If offline stores cannot be found by AI, they may face the risk of being completely skipped by consumers.