北京商报讯（记者 胡静蓉）3月28日，北京第三家、大兴首家永辉超市"学习胖东来"自主调改店亮相鸿 坤广场。作为2025年永辉超市在京首家调改开业的门店，永辉超市鸿坤广场店除了和此前调改店一样， 取消原有强制动线、增加收银区、降低货架高度、拓宽通道、设置便民服务区、扩大鲜食区，还结合消 费者反馈关于其他调改店熟食、烘焙区拥堵的问题，调整鸿坤广场店熟食烘焙区块布局，并放大后场加 工面积以提升出品效率。 据门店负责人介绍，超市增设了身高测量仪、血压测量仪、免费使用1小时的充电宝、多功能卫生间等 便民设施，并配备了洗手池、直饮水、微波炉等设备，方便顾客即食。此外，除了设置备好常用药品， 鸿坤广场店还有儿童购物车、残疾人购物车和宠物寄存处。 在商品方面，调改后，永辉鸿坤广场店超半数商品换了"新面孔"。店内原有的14923支商品，下架了 12013支，汰换率80.5%；重新规划11503支，新增率65.7%，一二线品牌占比65.8%，北京特色商品占比 11.2%，进口商品占比约20%。 永辉超市在北京布局的"学习胖东来"自主调改店正在不断增多。此前，永辉超市宣布顺义卧龙悦购店、 凯德Mall·大兴店、通州万达店加入调改行 ...

永辉超市（601933）石景山喜隆多店、房山印象城店陆续于去年完成调改后开业，3月28日，永辉超市 北京第三家"学习胖东来"自主调改店在大兴鸿坤广场开业。 作为2025年永辉超市在京首家调改开业的门店，该店在多个方面进行了优化。与之前的调改店类似，取 消了原有强制动线，增加了收银区，降低了货架高度，拓宽了通道，设置了便民服务区，并扩大了鲜食 区。 在卖场外商户结构方面，增加了床品纺织、餐饮等生活配套类商业，并完善了卫生间等设施，为顾客营 造更加舒适的购物环境。门店负责人介绍，超市增设了身高测量仪、血压测量仪、免费使用1小时的充 电宝、多功能卫生间等便民设施，还配备了洗手池、直饮水、微波炉等设备，方便顾客即食。 在商品方面，为顾客精选国内外尖货和京味儿商品是此次调改的重点。调改后，超市超半数商品进行了 更换。店内原有的14923支商品，下架了12013支，汰换率达80.5%；重新规划11503支，新增率65.7%。 其中，一二线品牌占比65.8%，北京特色商品占比11.2%，进口商品占比约20%。 金融界注意到，店内还设置了品牌专区，胖东来的DL食用油、果汁、洗衣液、啤酒等品质商品同步亮 相，还有永辉优选系列果 ...

除了硬件，为顾客精选国内外尖货和京味儿商品是永辉超市鸿坤广场店此次调改的重点，比如增加了北 京稻香村点心等产品。调改后，超市超半数商品换了"新面孔"。店内原有14923支商品，下架12013支， 汰换率80.5%；重新规划11503支，新增率65.7%，一二线品牌占比65.8%，北京特色商品占比11.2%，进 口商品占比约20%。 新京报记者注意到，店内设置了胖东来自有品牌专区和永辉自有品牌。永辉超市北京大区调改总负责人 杨子亮介绍，不同门店胖东来自有品牌产品会动态变化，该店胖东来产品丰富度更高。永辉自有品牌专 区目前有130支商品，"自有品牌原先有几百支，永辉一直在做减法，希望更聚焦，也让产品更有品质和 性价比。" 新京报讯（记者张洁）永辉超市石景山喜隆多店、房山印象城店陆续于去年完成调改后开业，3月28 日，永辉超市北京第三家"学习胖东来"自主调改店鸿坤广场店开业。该店位于大兴区，与此前调改门店 一样，取消了原有强制动线、增加收银区、降低货架高度、拓宽通道、设置便民服务区、扩大鲜食区， 此外，结合顾客反馈调整了熟食烘焙区块布局，放大后场加工面积以提升出品效率。 进入永辉超市鸿坤广场店最先看到的是儿童购物车 ...

Core Viewpoint - The renovation of Yonghui Supermarket's Hongkun Plaza store aims to enhance customer experience and competitiveness in response to rising competition from brands like Sam's Club, with significant improvements in store layout, product offerings, and customer services [1][5]. Store Layout and Customer Experience - The store has undergone a comprehensive redesign, including the removal of forced traffic flows, increased checkout areas, lowered shelf heights, and expanded fresh food sections [2][3]. - New convenience facilities have been added, such as height and blood pressure measurement devices, free charging stations, and multi-functional restrooms, enhancing the shopping environment [2][3]. Product Offering Changes - Over 80% of the previous products have been replaced, with 65.8% of new products being from first and second-tier brands, 11.2% featuring local Beijing specialties, and approximately 20% being imported goods [3][4]. - The bakery section has seen an 80% update in product offerings, introducing a variety of freshly made items [3]. Service Enhancements - Personalized services at meat and seafood counters have been introduced, allowing for customized preparation based on customer needs [4]. - The supermarket has implemented pricing strategies for fresh-cut fruits, with discounts based on time since preparation [4]. Employee Welfare and Operational Impact - Employee salaries have increased by over 1,000 yuan, with improved working conditions including an 8-hour workday and additional paid leave [5][6]. - The renovation has resulted in a significant increase in daily sales, with some stores experiencing sales growth of over 400% compared to pre-renovation levels [6]. Expansion and Future Plans - Since the announcement of the renovation strategy in May of the previous year, 42 stores have been renovated nationwide, with plans to reach 100 by mid-year [6].

奉守"专业主义，内容为王"，为优质的商业阅读而生。多次获评"年度财经自媒体"，入选胡润百富"广 州最值得投资的企业"榜单50强，广州市新阶联自媒体分会副会长单位，入驻全网20多个平台，覆盖 1000万+商务人群，中国财经新媒体的中坚力量之一。 作者：海棠葉 以下文章来源于无冕财经 ，作者无冕财经团队 无冕财经 . 一场股东会后，永辉超市变了天。 任职3年多的CEO未能连任，还没当上非独董；原创始人的反对票也于事无补，董事会结构失 衡；250-350家门店将被关停......3月20日，永辉超市用一纸公告宣布叶国富"代理"CEO，公司 改朝换代进入"叶国富时代"。 拯救永辉、打造成零售行业新标杆，从以往的创办名创优品到如今的执掌永辉超市，叶国富的每 一步都充满野心和赌性。 "我是带着真金白银和一颗真心，跟大家一起来做永辉的。我现在是永辉第一大股东，我比任何人 都希望永辉越来越好。"内斗落幕，叶国富磨刀霍霍"致敬"胖东来。 来源：无冕财经（wumiancaijing） 但这条路，连胖东来都还在摸索。 01 CEO闪电出局 叶国富在不断加强对永辉超市的话语权。 去年9月，名创优品子公司斥资62.7亿元，收购永辉超市 ...

Core Viewpoint - The core focus of the article is on Ye Guofu's strategic plan to reform Yonghui Supermarket, emphasizing the goal of reducing losses by 2025 through significant operational changes, including store closures and supply chain improvements [1][16][19]. Group 1: Leadership and Governance Changes - Ye Guofu, founder of Miniso, has joined Yonghui Supermarket's board as a non-independent director and is leading the reform group, following Miniso's acquisition of a 29.4% stake in Yonghui [3][9]. - Yonghui Supermarket is currently without a CEO, as the previous CEO, Li Songfeng, was not re-elected, highlighting a significant governance shift [10][12]. - The Shanghai Stock Exchange has issued a regulatory notice regarding Yonghui's internal governance, indicating the need for compliance and management standardization [4][5]. Group 2: Financial Performance and Loss Reduction Strategy - Yonghui Supermarket has faced substantial losses, totaling nearly 9 billion yuan from 2021 to 2023, with an expected net loss of 1.4 billion yuan in 2024, indicating a worsening financial situation [17][18]. - Ye Guofu's reform strategy for 2025 focuses on loss reduction, which includes closing 250 to 350 stores and adjusting around 200 stores to improve operational efficiency [19][20]. - The planned store closures represent a significant reduction in Yonghui's total store count, potentially affecting 33.42% to 46.79% of its locations [21][22]. Group 3: Operational and Strategic Initiatives - The reform initiatives include enhancing supply chain efficiency and developing private label products, with a goal for private labels to account for 40% of total sales within 3 to 5 years [23][24]. - Ye Guofu aims to implement a collaborative approach between Miniso and Yonghui, focusing on product development and supply chain upgrades to drive profitability [35][36]. - The emphasis on product quality and development is seen as a critical factor for both companies, with Ye Guofu advocating for a shift towards a manufacturing-driven retail model [34][26]. Group 4: Broader Market Context and Future Outlook - Ye Guofu's confidence in leading Yonghui's transformation is bolstered by Miniso's strong financial performance, with a reported revenue of 17 billion yuan in 2024, reflecting a 22.8% year-on-year growth [27][30]. - The contrasting performance between Miniso and Yonghui highlights the urgency for Yonghui to adapt and innovate in a competitive retail landscape [30][31]. - Ye Guofu's vision for Yonghui includes a focus on internationalization and modernization, aiming to leverage successful retail strategies to revitalize the brand [24][26].

争夺上市公司控制权，投资人与创始人抢永辉超市的CEO之位！ 曾因合伙人制度很火的永辉超市要变天了，任职3年多的CEO未能当选，CEO之位空缺，由改革领导小组代劳，创始人投反对票也没用。 我是股权律师卢庆华，为了写这篇文章，查了永辉超市从2010年上市以来的公告，只是标题都有51页，花了3天时间才完成这篇文章。AI并没能帮我找到那 些有用的公告，并准确的整理出来。 一、投资人与创始人初现分歧 永辉超市由张轩松和张轩宁兄弟两人创办，但现在叶国富的名创优品成为持股29.4%的第一大股东。 张轩松自己持股8.72%，他的一致行动方私募基金于2015年1月少量增持，两方加起来共持股14.05%。 张轩宁持股7%，但兄弟两人已于2018年解除一致行动协议。 在2025年3月17日的股东大会上，从9位候选人中选出9位董事，当时的CEO李松峰却只得到20.6%的票数而落选。 最终只选出8位董事，包括张轩松和张轩宁兄弟，名创优品方的三位董事叶国富、张靖京、王永平，以及三位独立董事。 随后8位董事召开董事会选高管，张轩松任董事长，选了副总裁，但CEO却空缺，公告说将全球招募。 成立改革领导小组代行 CEO 职责，改革小组组长是叶 ...

名创优品，全线「爆改」 近期热点不断的名创优品，公布了截至2024年12月31日的年度业绩公告。 根据公告，名创优品2024年全年收入达到人民币169.94亿元，同比增长22.8%；全年毛利为人民币76.37亿元，同比增长34.0%；毛利率全年为44.9%，创历 史新高。 尽管业绩增幅不小，但名创优品决定在2025年放缓开店节奏，名创优品CFO张靖京在业绩电话会上表示："2025年门店增加的数量预计会略少于2024年， 主要是因为我们自己的经营节奏。门店不能只看数量，更要看质量和结构，希望更多增长来自于同店销售。" 这其中的问题是存量门店的销售下滑，也是名创优品在2025年着重去解决的问题。 另外，在完成收购永辉超市29.4%股权后，名创优品要在销售、产品品类、毛利等方面对永辉进行改造，伴随的是更多的裁员和关店，这家企业或许在短 期内将迎来"动荡期"。 "拯救"同店 2024年，名创优品的门店总数为7780家，全年净新开1219家门店。其中，名创优品门店数量为7504家，全年净新开1091家门店。 这其中，中国内地的门店数量增加了460家，达到4386家，其中99%为合伙人门店，直营门店仅仅增加了1家。 按照 ...

担起永辉改革大任的叶国富在3月21日表示，永辉要进行"三提两减"，既通过优化人员提升人效，凭借 调改店提升业绩，名创优品在生活用品产品方面帮助永辉提升毛利，以及降成本与降费用。 叶国富提及永辉调改店刚开业业绩较过去提升5-6倍，稳定之后为过去的2-3 倍，"未来这个标准低于三 倍，我们认为都不合理。"他说。 叶国富：永辉今年的核心是减亏，明年全面完成调 改 界面新闻编辑 |牙韩翔 3月21日，名创优品披露2024年财报。2024年公司收入同比增长22.8%至169.94亿元；毛利同比增长 34.0%至76.371亿元。经营利润同比增长17.6%至33.158亿元；期内利润同比增长15.9%至26.354亿元。 经调整净利润同比增长15.4%至27.206亿元。 界面新闻在业绩会上获悉，名创优品创始人、董事会主席兼首席执行官叶国富称，永辉2025年最大工作 核心就是减亏。 永辉在3月17日召开的第六届董事会第一次会议上，通过了《关于成立永辉超市股份有限公司改革领导 小组的议案》，其中，推选永辉第一大股东名创优品的创始人叶国富为组长。新的小组成立意味着，叶 国富直接主导永辉的调改进程。此外，本次董事会暂未聘任公司 ...

Core Viewpoint - The appointment of Ye Guofu as the leader of the reform at Yonghui Supermarket marks the beginning of a new era, with significant changes expected in the company's strategy and operations following the influence of Miniso [3][4][10]. Group 1: Leadership Changes - Ye Guofu was elected as a new director and appointed as the head of the reform leadership group at Yonghui Supermarket, succeeding former CEO Li Songfeng, who was not re-elected [3][4]. - The board's restructuring reflects a strategic shift, with a majority of new directors coming from the "Miniso system," indicating a move towards a different operational philosophy [4][5]. Group 2: Strategic Shift - The establishment of the reform leadership group grants Ye Guofu significant decision-making power, emphasizing a strategic transformation for Yonghui Supermarket [4][5]. - Zhang Xuaning, a board member, opposed the reform, arguing that the company was already in a critical phase of maximizing output and digital transformation [5][6]. Group 3: Operational Reforms - Ye Guofu's reform plans include closing 250-350 underperforming stores and revamping 200 mid-tier stores by 2025, which is a more aggressive approach compared to previous management [7][8]. - The company aims to enhance product differentiation and quality, focusing on a mix of first- and second-tier brands, imported products, and private labels [7][8]. Group 4: Financial Performance - Yonghui Supermarket has reported significant losses over the past three years, with net profits of -39.4 billion, -27.6 billion, and -13.29 billion from 2021 to 2023, and an expected loss of -14.0 billion for 2024 [8][9]. - The company attributes its ongoing losses to industry challenges and the initial pains of transitioning to a new operational model [8][9]. Group 5: Supply Chain and Brand Development - The partnership with Miniso is seen as a potential advantage for Yonghui Supermarket, particularly in supply chain integration and private label development [10][11]. - Yonghui plans to launch 60 new products by 2025, aiming for at least 10 products to exceed 100 million in sales, with a target for private labels to account for 40% of total sales within 3-5 years [10][11].