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Major Chinese supermarket chain selling fresh food and groceries, with strategic backing from JD.com and other investors.
Major Chinese supermarket chain selling fresh food and groceries, with strategic backing from JD.com and other investors.
Sells groceries and fresh food through its own stores, earning the markup on goods plus fees from suppliers for shelf space and promotion, and it has been closing weaker stores and remodeling the rest. Fresh produce, meat and seafood are the traffic drivers, and online delivery adds to in-store sales.
In one line: China's Kroger, fresh-food-led.
Moat: narrow (scale, distribution). National supermarket scale and fresh-food sourcing network built over two decades.
Headquarters: Fuzhou, China · Founded: 2001 · Employees: 49,427
Size Yonghui Superstores (601933.SS) is a China Consumer Staples company (Food Retail) with a market value of $3.76B, the 687th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.94 on 6 Nov 2026.
Performance Over six months the shares fell 23.4%, against -0.3% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue fell 16.3% over the last twelve months (peer median +5.1%); the operating margin is -2.6% (peer median 3.8%).
Valuation It trades at 273.4× forward earnings against a peer median of 15.9× (most expensive of 18).
Capital Return on invested capital runs 5.9 points below its cost of capital (6.0% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥46.3B | CN¥53.4B | CN¥67.4B | CN¥78.5B | CN¥90.0B |
| Revenue growth | — | -21% | -14% | -13% | — |
| Gross profit | CN¥9.95B | CN¥8.64B | CN¥10.7B | CN¥13.2B | CN¥13.7B |
| EBITDA | n/a | -CN¥508M | CN¥1.72B | CN¥3.10B | CN¥2.99B |
| Net income | -CN¥1.67B | -CN¥2.55B | -CN¥1.47B | -CN¥1.33B | -CN¥2.76B |
| Free cash flow | -CN¥707M | -CN¥1.08B | CN¥1.76B | CN¥4.06B | CN¥4.69B |
| Capital expenditure | CN¥1.72B | CN¥1.74B | CN¥475M | CN¥671M | CN¥1.20B |
| Total debt | CN¥14.1B | CN¥14.7B | CN¥22.3B | CN¥28.1B | CN¥33.7B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Yonghui Superstores 601933.SS | $3.76B | -23% | -16% | -3% | 273.4× | n/a |
| Sun Art Retail 6808.HK | $1.37B | -24% | -10% | 0% | n/a | 1.6% |
| Better Life Commercial Chain Share 002251.SZ | $1.34B | -19% | +11% | 5% | 42.1× | 10.8% |
| Jiajiayue 603708.SS | $874M | -12% | 0% | 2% | 25.6× | -12.7% |
| Zhongbai 000759.SZ | $521M | 0% | -22% | -11% | n/a | n/a |
| Walmart WMT | $996B | -4% | +6% | 4% | 41.8× | 14.7% |
| Dingdong (Cayman) Ltd. Sponsored ADR DDL | $413M | -30% | -44% | -1% | 6.1× | -20.2% |
| Chongqing Chongbai Technology 600729.SS | $1.26B | -9% | -11% | 4% | 11.3× | -10.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 601933.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.7% | +4.8% | 4th lowest of 21 |
| 6-month return | -23.4% | -0.3% | 3rd lowest of 21 |
| Distance from 52-week high | -51.3% | -15.4% | 2nd lowest of 21 |
| Revenue growth (TTM) | -16.3% | +5.1% | 2nd lowest of 20 |
| Operating margin | -2.6% | 3.8% | lowest of 20 |
| Forward P/E | 273.4× | 15.9× | most expensive of 18 |
| ROIC minus cost of capital | -5.9 pp | +4.5 pp | 3rd lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yonghui Superstores 601933.SS | China | $3.76B | -23% | -16% | -3% | 273.4× | n/a | n/a |
| Ocado OCDO.L | United Kingdom | $3.73B | +77% | -42% | 3% | n/a | 39.1% | -9.9% |
| Kobe Bussan 3038.T | Japan | $4.33B | +15% | +6% | 7% | 21.9× | -4.8% | +10.1% |
| Distribuidora Internacional de Alimentacion DIA.MC | Spain | $3.15B | +25% | +2% | 3% | 32.6× | 4.9% | -3.6% |
| Sprouts Farmers Market SFM | United States | $4.53B | -41% | +5% | 7% | 11.3× | -4.0% | +6.4% |
| Kusuri No Aoki 3549.T | Japan | $2.88B | +26% | +13% | 5% | 21.2× | 4.1% | +13.1% |
| DFI Retail D01.SI | Singapore | $5.06B | -11% | -3% | 4% | 13.2× | -0.4% | -2.9% |
| Sheng Siong OV8.SI | Singapore | $2.77B | -22% | +10% | 10% | 21.6× | -1.6% | +2.4% |
| Blue Zones 417A.T | Japan | $2.56B | +11% | +12% | 4% | 15.8× | -4.0% | +9.9% |
| Albertsons Companies ACI | United States | $6.02B | -20% | +2% | 2% | 7.0× | -3.0% | +3.6% |
| Axfood AXFO.ST | Sweden | $6.26B | +4% | +2% | 3% | 24.3× | 3.2% | +10.7% |
| President Chain Store 2912.TW | Taiwan | $6.62B | -6% | +5% | 4% | 17.0× | 3.3% | +6.3% |
| Guming 1364.HK | Hong Kong | $7.08B | -4% | +47% | 25% | 14.8× | -4.1% | +29.4% |
| Shanghai Bailian 600827.SS | China | $1.99B | -5% | -9% | -2% | 15.9× | -3.5% | -6.7% |
| Weis Markets WMK | United States | $1.92B | +10% | +4% | 2% | n/a | 4.3% | +3.8% |
| BGF Retail 282330.KS | South Korea | $1.82B | +9% | +5% | 3% | 10.8× | -18.3% | +7.9% |
| Empire EMP-A.TO | Canada | $7.85B | +7% | +2% | 4% | 13.6× | -2.7% | +2.5% |
| Zabka ZAB.WA | Poland | $8.11B | +41% | +14% | 8% | 25.3× | 6.3% | +19.3% |
| MIXUE 2097.HK | Hong Kong | $8.80B | -37% | +35% | 20% | 11.5× | -18.5% | +32.1% |
| Yesway YSWY | United States | $1.56B | -4% | n/a | n/a | 21.2× | n/a | n/a |
| Ingles Markets IMKTA | United States | $1.53B | -5% | +1% | 3% | n/a | -1.4% | +3.0% |