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The first-store economy has entered the deep-water zone, and the national commercial competition is shifting from “who opens the store first” to “who can continue to supply a lifestyle”. The value of the two first stores in Shanghai is not a specific scenario; it suggests a path of transformation, improving efficiency through numerical intelligence, adding value through cultural IP, gathering people through scene experience, and winning with ecological ability. Whoever can complete this transformation can take the initiative in the next round of commercial competition.

Zhitongcaijing·10/02/2026 06:34:48
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The first-store economy has entered the deep-water zone, and the national commercial competition is shifting from “who opens the store first” to “who can continue to supply a lifestyle”. The value of the two first stores in Shanghai is not a specific scenario; it suggests a path of transformation, improving efficiency through numerical intelligence, adding value through cultural IP, gathering people through scene experience, and winning with ecological ability. Whoever can complete this transformation can take the initiative in the next round of commercial competition.