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

Case C brings the narrative to 2024, where the story takes an unexpected twist. Freshippo, while previously dismissed the FFC model as a "false premise," reintroduced it into its strategy. At the same time, major players like JD.com, Meituan, and Sam's Club began investing heavily in expanding their FFC networks. The renewed investment raises critical questions: why are these corporate giants now embracing a model once deemed unsustainable? Has the FFC model truly experienced a revival, or are these renewed efforts another risky bet in an uncertain market?