Supplement to "Frontline Fulfillment Centers: A Profitable Business Model or a Mirage? (A)".

Case B follows developments in 2020, marking a turning point as DingdongFresh overtook MissFresh in sales. From then on, MissFresh's growth stagnated, while DingdongFresh expanded rapidly and maintained strong momentum. By June 2021, both companies had completed successful IPOs in the U.S. However, by 2022, the competitive landscape had shifted dramatically. MissFresh announced the complete shutdown of its FFC operations, while DingdongFresh also began scaling back, withdrawing from eight cities, including Zhuhai, Zhongshan, and Tangshan. These developments raised new doubts about the long-term viability of the FFC model.