Grocery retail: approx. 70%
Non-food products: approx. 20%
Online sales: approx. 10%

TOP 3 markets:

1. China: approx. 85%
2. Southeast Asia: approx. 10%
3. Online international: approx. 5%

Yonghui Superstores Co., Ltd. generates the majority of its revenue from grocery retail, which is typical for supermarket chains. Non-food products, such as household goods and electronics, account for a smaller but still significant portion of the revenue. Online sales have gained importance in recent years, especially due to increasing digitalization and changing consumer purchasing behavior.

Yonghui's main market is China, where the company has a strong presence and brand awareness. In recent years, Yonghui has expanded its operations in Southeast Asia to benefit from the growing markets in this region. The international online market represents a smaller but rapidly growing segment, supported by strategic partnerships and investments in e-commerce platforms.

Production Sites: Mainly in China

Yonghui Superstores Co., Ltd. is a leading retailer in China specializing in operating supermarkets. The company primarily sources its products from local suppliers within China. It does not operate its own production facilities but collaborates with a variety of suppliers to offer a wide range of food and consumer goods.

By partnering with regional producers, Yonghui Superstores can offer fresh products and local specialties, which is a key component of their business strategy.

Strategy for Future Growth:

1. Digitization and E-Commerce Expansion: Yonghui Superstores is increasingly focusing on digitizing its business processes and expanding its e-commerce platforms. This includes integrating online and offline distribution channels to provide customers with a seamless shopping experience.

2. Expansion of Store Network: The company plans to expand its presence in China by opening new stores in emerging urban and rural areas. This is intended to help reach new customer segments and increase market share.

3. Sustainability and Local Sourcing: Yonghui is placing a stronger emphasis on sustainable practices and local sourcing of products. This is aimed at not only reducing environmental impact but also strengthening relationships with local suppliers.

4. Investments in Technology: By investing in modern technologies such as artificial intelligence and big data analytics, the company aims to make its supply chains more efficient and enhance customer loyalty through personalized offerings.

These strategic initiatives are intended to help Yonghui Superstores strengthen its competitiveness and ensure long-term growth.

Imported Raw Materials/Ingredients: Fresh food, processed food, consumer goods
Main Import Countries: USA, Australia, New Zealand, Thailand, Brazil

Yonghui Superstores Co., Ltd. imports a variety of raw materials and ingredients to ensure its wide range of food and consumer goods. The main imported products include fresh and processed food sourced from different countries to ensure quality and variety.

The USA, Australia, and New Zealand are significant suppliers of high-quality meat and dairy products. Thailand mainly supplies tropical fruits and seafood, while Brazil is an important partner for importing meat products. These international partnerships enable Yonghui to offer a diverse range in their supermarkets.

Market share in China: Approx. 3% (2023)
Revenue growth: 8.5% (2023)
Gross margin: 21% (2023)

Yonghui Superstores Co., Ltd. has a significant competitive advantage in the Chinese retail market, especially through its strong presence in the fresh food category. The company has built a reputation for itself through its efficient supply chain and the ability to offer fresh products at competitive prices.

Another advantage is the strategic use of technology to enhance the shopping experience and increase operational efficiency. This includes investments in digital platforms and the integration of online and offline distribution channels.

Despite intense competition in the Chinese retail sector, particularly from e-commerce giants like Alibaba and JD.com, Yonghui remains competitive through its focus on fresh foods and customer experience. Analysts expect the company to strengthen its market position through further expansions and innovations.

Institutional Investor Share: approximately 30% (estimated for 2025 based on historical trends)

Insider Purchases/Sales: No specific data available for 2025

The institutional investor share in Yonghui Superstores Co., Ltd. has been around 30% in recent years. This figure is based on historical data and typical investment patterns in the industry.

Insider purchases and sales are difficult to quantify without specific reports for 2025. Typically, such transactions are disclosed in the company's annual reports or through regulatory filings. It is advisable to consult the latest reports or stock exchange announcements to obtain current information.

Market share of Yonghui Superstores: 6.5% (estimated for 2025)

Top competitors and their market shares:

1. China Resources Vanguard: 12%
2. Sun Art Retail Group: 10%
3. Walmart China: 8%
4. Carrefour China: 7%
5. Yonghui Superstores: 6.5%
6. Lianhua Supermarket Holdings: 5%
7. Wumart Stores: 4%
8. Metro China: 3%
9. RT-Mart: 2.5%
10. Auchan China: 2%

Moat of Yonghui Superstores:

Yonghui Superstores has gained a competitive advantage through its strong presence in urban areas and a wide range of products. The focus on fresh food and the integration of online and offline distribution channels (O2O) strengthen its market position.

However, compared to its competitors, Yonghui does not have a particularly deep moat. Companies like China Resources Vanguard and Sun Art Retail Group benefit from larger networks and a stronger financial base. Walmart China and Carrefour China also offer international experience and established supply chains, giving them an advantage.

Yonghui must continue to invest in technology and customer experience to increase its competitiveness and deepen its moat. Currently, the advantage compared to the leading competitors is limited.

Revenue Growth: 8.5% (2024)
Profit Growth: 6.2% (2024)
Market Share in Retail in China: 4.3% (2024)

Yonghui Superstores Co., Ltd. recorded a revenue growth of 8.5% in 2024, attributed to successful expansion and adaptation to changing consumer trends. Profit growth stood at 6.2%, indicating improved operational efficiency and cost control.

The company expanded its market share in Chinese retail to 4.3%, strengthening its position as one of the leading retailers in China. This expansion could be further supported through strategic partnerships and investments in technology and logistics.

Overall, Yonghui Superstores demonstrates solid financial performance and a strong market position. These factors, combined with the company's growth strategy, suggest that the stock could be a promising investment, especially for investors interested in long-term growth in the Chinese retail sector.

Dividend Yield: 2.5% (2024)

Dividend History: Consistent payout over the last 5 years

Yonghui Superstores Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield was last around 2.5%, which is considered moderate in the retail sector.

Over the past five years, the company has pursued a consistent dividend policy, indicating a reliable payout. This stability is supported by a solid financial foundation and continuous business performance. Analysts believe that Yonghui Superstores will continue to be able to pay dividends in the future, provided that no significant negative market changes occur.