If smaller-format club stores succeed, who should actually be worried?
Jon Malankar isn’t fully sold on the long-term upside, arguing the format targets a narrow slice of shoppers focused on quick staple replenishment, not discovery. With limited assortment, low impulse buying, and built-in e-commerce fulfillment, he says the model may function more like a mini fulfillment center than a traditional club experience.
For now, most retailers are likely in wait-and-see mode, especially value players closest to the price battleground.
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