虎嗅

Why is China's "King of Retailers" in Nanjing?

原文:中国店王,为什么在南京?

Summary of Key Points

Nanjing Deji Plaza has been the nation's top-performing shopping mall in terms of sales for two consecutive years (2024 and 2025), surpassing traditional flagship malls such as Beijing SKP. Prior to this, it became a must-visit destination in Nanjing due to its internet-famous toilets, which gained attention for their exceptional detail-oriented service and ultimately contributed to the mall's overall business success.

Detailed Analysis

1. How Did Deji Overcome Competitors from Beijing, Shanghai, and Guangzhou to Become the “National Mall King”?

Deji’s status as the “national mall king” is not accidental; it stems from three key factors:

  • A comprehensive range of brands without the need to travel to Beijing, Shanghai, or Guangzhou: Deji offers almost all major international luxury brands (such as Hermès, Chanel, LV), with many being exclusive flagship stores in Jiangsu. Wealthy residents from nearby cities like Suzhou, Wuxi, and Changzhou can purchase these products directly in Nanjing, tapping into the high-end consumer market of the entire Yangtze River Delta region.
  • Strategic location in the heart of Nanjing’s commercial district: Deji is located in the bustling Xinjiekou area, easily accessible via Metro Lines 1 and 2, attracting a large influx of customers. As Nanjing’s central business hub, it is a popular destination for both locals and tourists.
  • The strong purchasing power of Jiangsu Province: Jiangsu is the second-largest province in China by GDP, and as the provincial capital, Nanjing has a significant population of middle-to-high-income individuals. The consumption from surrounding cities further boosts Deji’s sales.

2. The Internet-Famous Toilets: More Than Just Showoff

The popularity of Deji’s toilets is a testament to its commitment to detail-oriented service, which has generated free publicity:

  • The toilets are more luxurious than those in many hotels, featuring marble floors, smart toilets, free hand cream/scented air, separate mother-and-child areas, and accessible facilities. Some customers even say that using the toilets at Deji is more comfortable than at home.
  • Social media usage has boosted traffic: Young people sharing photos of the toilets on platforms like TikTok and REDnote has inadvertently promoted Deji. Many visitors who initially didn’t plan to shop ended up exploring the mall and making impulsive purchases, further increasing its fame and footfall.

3. Deji’s Success Reflects a Trend of “High-End Consumption Spreading to Lower-Ranking Cities”

In the past, luxury shoppers would head to Beijing, Shanghai, and Guangzhou for their purchases. However, Deji’s success indicates that high-end consumption is now emerging in second- and third-tier cities:

  • There is an increasing number of middle-to-high-income individuals in these cities who prefer to shop locally rather than travel long distances. Malls like Deji, by offering top brands and quality services, meet their needs. This suggests that high-end shopping malls are no longer exclusive to major cities, and the commercial potential of lower-tier cities is being unleashed.

4. Comparing with Beijing and Shanghai’s Malls: Deji Wins with a Comprehensive Experience

While Beijing SKP was once the “mall king,” it mainly functions as a collection of luxury boutiques with limited additional amenities. Deji, on the other hand, offers a “one-stop comprehensive experience”: in addition to luxury goods, it also features mid-range brands, popular restaurants, cinemas, bookstores, and even art exhibitions. Families can spend the entire day there—adults shopping for bags, children playing in the playground, and seniors enjoying delicious food.

  • Attention to details: The mall’s facilities (toilets, parking lots, customer service) create a comfortable experience that encourages customers to return and make additional purchases.

Conclusion

Deji’s rise to the top is a result of accurately identifying consumer needs, leveraging detailed services to attract traffic, and providing a comprehensive shopping experience. It not only reflects Nanjing’s local consumer power but also highlights the trend of high-end consumption spreading from major cities to second- and third-tier areas. With proper service and a wide range of brands, even malls in smaller cities can emerge as national leaders.