下班顺路买把青菜 周末囤箱牛奶早已成为日常 但就在今天（2月11日） 这家陪伴深圳人多年的超市 却等来了一封来自总部的道歉信 信里，永辉CEO王守诚坦言 对于许多深圳人来说 永辉超市是家门口 熟悉的"菜篮子" 福田星河店、罗湖金光华店…… 欲望超越了自身能力 辜负了顾客的信任…… 2月11日，南都N视频记者从永辉超市（601933）获悉，永辉超市CEO王守诚发布新年全员信，并在信中进行了反思和致歉。 王守诚表示，"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 南都N视频记者注意到，1月21日， 永辉超市曾发布预亏公告，预计2025年归母净亏损21.4亿元。 2月11日，王守诚发布致全体永辉人的2026新春寄语。王守诚表示，2025年作为新永辉首个三年改革转型开局之年，面对行业变化，公司选择沉下心复盘 不足、学习先进。"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 王守诚在信中向全体员工致 歉。 王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流与销售在2025年 ...

Group 1 - Yonghui Supermarket's CEO Wang Shoucheng announced plans to distribute nearly 50 million yuan in profit sharing to employees by 2025, while also admitting past mistakes in prioritizing scale over core values [1] - The company plans to close nearly 400 low-quality stores and focus on systematically renovating over 300 existing stores, expecting to see growth in both customer traffic and sales by 2025 [1] Group 2 - JD Technology launched a new payment method called "JD AI Pay," allowing users to make payments conveniently and securely using voice commands, integrated with the JD JoyAI model [2] - The service is currently available on the JoyAI App and through smart glasses, enhancing the shopping experience [2] Group 3 - Meituan is distributing New Year gift packages to stable and law-abiding delivery riders, with tens of thousands of riders receiving gifts and cash rewards, including a 10,000 yuan "Dream Cash Voucher" [3] Group 4 - Multiple platforms, including Aldi and Xiaoxiang Supermarket, announced adjustments to service arrangements and delivery fees during the Spring Festival, with additional charges for orders placed during specific dates [6][14] - Sam's Club, Hema, and Dingdong Maicai also confirmed similar adjustments to their delivery fees during the holiday period [14] Group 5 - Coca-Cola reported a revenue of $47.941 billion for the fiscal year 2025, a year-on-year increase of 1.87%, with a net profit of $13.107 billion, up 23.29% [11] - The fourth quarter revenue was $11.8 billion, below the expected $12.03 billion, and the company anticipates a 4% to 5% organic revenue growth for 2026 [11] Group 6 - Shanghai Xiaonan Guo clarified that all its restaurants are temporarily closed for strategic restructuring, ensuring that deposits and prepaid cards can be refunded [12] - The closure aims to streamline operations and allocate resources to core markets to reduce financial losses [12] Group 7 - Sam's Club officially signed a contract to establish a new location in Guangzhou Huangpu Science City, expected to open in 2028 [13] Group 8 - Taobao Flash Sales reported a 347% year-on-year increase in sales related to New Year goods, with orders from third- and fourth-tier cities rising over 580% [15] - The platform introduced a "New Year not closing" service, ensuring high operational rates for partner stores during the holiday [15] Group 9 - Haidilao received over 50,000 reservations for New Year's Eve dining, with more than 1,000 locations operating on that day and over 1,300 returning to normal operations shortly after [16] - The company is also trialing its first pet-friendly themed restaurant in Jiangsu, enhancing dining experiences for pet owners [16]

2月11日，永辉超市CEO王守诚发表新年全员信，坦诚反思公司过去"过度追求规模"的战略失误，并披露2025年已向员工发放近5000万元利润分 红。 王守诚代表公司进行了反思与致歉，"回顾过去，我们坦诚，在追求规模的道路上，曾一度偏离了创业初心，欲望超越了能力，辜负了员工的付出与顾客的 信任。我们已深刻意识到自己的问题，在这里向大家真诚地说一句'对不起'。" 信中披露，时隔五年，永辉再次实现同店客流与销售的双增长。去年是新永辉第一个三年改革转型期的起始之年。永辉启动大规模实质性调改，关停低质门 店近400家，并集中精力对超300家存量门店进行系统性改造，累计面积超过200万平方米。 面对2026年，他指出，永辉超市将聚焦三大"深耕"：一是深耕商品，从采购走向共育，建立品质生态。二是深耕门店，从交易场走向生活场，创造品质生 活。三是深耕组织，从管理职能走向服务功能，成就品质人生。 1月20日晚间，永辉超市发布预亏公告，预计2025年归母净亏损21.4亿元。公司称，业绩亏损主要原因是2025年公司进行了重大的经营战略调整。其中，门 店调改带来的资产报废及一次性投入，以及停业装修产生的毛利率损失，合计超过12亿元。 ...

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, issued a New Year letter reflecting on the company's past mistakes and apologizing for deviating from its original entrepreneurial spirit in pursuit of scale [1][2] - Yonghui Supermarket announced a projected net loss of 2.14 billion yuan for 2025, representing a 45.6% increase in losses compared to the previous year [2] Group 1: Company Strategy and Performance - In 2025, Yonghui Supermarket plans to close nearly 400 low-quality stores and focus on systematically renovating over 300 existing stores, aiming for growth in both customer traffic and sales [1] - The company distributed nearly 50 million yuan in profit bonuses to employees in 2025 [1] - The major reasons for the projected losses include significant strategic adjustments, with 315 stores undergoing deep modifications and 381 stores being closed due to misalignment with future strategic goals [2] Group 2: Financial Impact of Store Adjustments - The financial impact of store adjustments includes approximately 910 million yuan in asset write-off losses and one-time setup costs [2] - Estimated gross profit losses due to store closures and renovations are around 300 million yuan [2] - The costs associated with closing 381 stores include asset write-off losses, employee severance compensation, and lease-related penalties [2]

Core Insights - Yonghui Supermarket's CEO Wang Shoucheng outlined the company's strategic transformation achievements and 2026 plans in a New Year letter, highlighting a significant turnaround with a dual growth in same-store traffic and sales for the first time in five years [1] Group 1: Strategic Transformation - The company acknowledged past mistakes in prioritizing scale over core values, admitting to having let down employees and customers [1] - In 2025, Yonghui initiated a large-scale restructuring, closing nearly 400 low-quality stores and focusing on systematic renovations of over 300 existing stores, covering a total area exceeding 2 million square meters [1] - This transformation is described as a major redefinition of operational philosophy and organizational mindset [1] Group 2: Initial Results and Employee Engagement - The dual growth in same-store traffic and sales indicates that returning to a focus on "people and products" can rebuild trust and enthusiasm [1] - The company has begun to implement a profit-sharing model, distributing nearly 50 million yuan in profit dividends to employees in 2025, fulfilling its commitment to share operational success [1] Group 3: 2026 Strategic Focus - For 2026, Yonghui aims to deepen its efforts in three main areas: enhancing product quality, transforming stores into community service hubs, and empowering organizational capabilities [2] - The company plans to upgrade its procurement role to become a "quality enabler," collaborating with 200 core production areas and factories to create a "quality community" and develop 100 flagship products [2] - The transformation of stores will shift from mere transaction points to "lifestyle spaces," including community kitchens and neighborhood lounges [2] - Organizational changes will focus on empowering employees through clearer responsibilities, streamlined processes, increased training, and investment in AI technology [2] - Wang emphasized the commitment to a long-term quality retail strategy, expressing gratitude to the supporting teams, partners, customers, and employees for their contributions [2]

亲爱的永辉家人们: 新岁启封,万象更新。值此农历新年到来之 际,我谨代表公司,向全国每一位永辉战友 和您的家人,致以最诚挚的感谢与最美好的 祝福! 【大河财立方消息】2月11日，永辉超市CEO王守诚发布2026新春寄语，总结了过去一年的调改成果，同 时确立2026年的经营目标。 王守诚文中提到，2025年，是新永辉第一个三年改革转型期的起始之年。他也坦言，"在追求规模的道路 上，曾一度偏离了创业初心，欲望超越了能力，辜负了员工的付出与顾客的信任。我们已经深刻地意识 到了自己的问题，在这里向大家真诚地说一句'对不起'。" 胖东来的帮扶则让永辉超市打开了一扇全新的视窗。王守诚称："我们领悟到，商业的本质不在冰冷的数 字，而在创造有温度的幸福；企业的健康，在于让员工绽放笑容、让顾客收获满意。" 在新理念的促进下，永辉超市开展了大规模的革新。这一年，永辉超市关停低质门店近400家，集中精力 全面系统地调改存量门店超300家，累计进行超200万平米的商业改造。变革之下，永辉超市时隔5年再次 迎来了同店客流与销售的双增长；同时，2025年全年永辉超市累计向员工发放利润分红近5000万元。 面向2026年，王守诚表示永辉超 ...

Group 1 - YH Supermarket's stock price has fallen for four consecutive days, with a total decline of 6.32% during this period, currently trading at 4.45 CNY per share and a market capitalization of 40.384 billion CNY [1] - The company's main business involves retail chain operations, with revenue composition as follows: 56.78% from food and supplies, 38.42% from fresh and processed goods, 3.30% from other sources, and 1.51% from rental income [1] Group 2 - According to data, Everbright Pramerica Fund holds a significant position in YH Supermarket, with 196,900 shares, representing 0.19% of the fund's net value, ranking as the ninth largest holding [2] - The fund has incurred a floating loss of approximately 39,380 CNY today, with a total floating loss of 59,100 CNY during the four-day decline [2] - The fund manager Zhao Hao has a tenure of 163 days with a total asset size of 498 million CNY, while Zhang Yun has a tenure of 1 year and 64 days with a total asset size of 599 million CNY [2]

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, outlined the company's strategic transformation achievements and plans for 2026 in a New Year letter, highlighting a significant turnaround in core operational metrics with a return to growth in same-store traffic and sales after five years [1] Group 1: Strategic Transformation - In 2025, Yonghui Supermarket initiated a large-scale operational overhaul, closing nearly 400 low-quality stores and focusing on the systematic renovation of over 300 existing stores, covering a total area exceeding 2 million square meters [1] - The transformation is described as a "massive reshaping of operational philosophy and organizational mindset" [1] Group 2: 2026 Focus - For 2026, the company aims to focus on sustainable system capability building, transitioning from scale adjustments to deepening product quality and store experience [1] - Plans include upgrading procurement roles to "quality achievers," establishing a "quality community" with 200 core production areas and factories, and creating "100 billion-level signature products" to enhance brand recognition [1] Group 3: Store Experience - The company intends to transform stores from mere transaction venues to "lifestyle spaces," creating "community kitchens" and "neighborhood living rooms" to serve as trusted community service hubs [1] Group 4: Organizational Development - Yonghui Supermarket aims to shift organizational functions from "management control" to "empowerment," clarifying responsibilities, simplifying processes, increasing training, and investing in AI technology to enhance frontline employee engagement and value perception [2] Group 5: Long-term Commitment - Wang Shoucheng expressed a strong commitment to a long-term quality retail strategy, instilling confidence in the "New Yonghui" for a renewed journey [3]

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, summarized the results of the company's transformation in 2025 and outlined operational directions for 2026, highlighting the closure of nearly 400 low-quality stores and the adjustment of over 300 existing stores, with a total renovation area exceeding 2 million square meters [1][2] - Despite the challenges, the company achieved growth in same-store sales and customer traffic, distributing nearly 50 million yuan in profit bonuses to employees throughout the year [1] - The company acknowledged past deviations from its core mission in pursuit of scale and aims to deepen operations in 2026 through three main strategies: establishing a quality ecosystem, transforming stores into "lifestyle" spaces, and promoting organizational change to empower employees [1] Financial Performance - In the first three quarters of 2025, Yonghui Supermarket reported a revenue of 42.434 billion yuan, a year-on-year decline of 22.21%, attributed to intense competition in the retail sector and proactive store optimization efforts [2] - The company announced a projected net loss of 2.14 billion yuan for 2025, marking the fifth consecutive year of losses, with the financial department indicating an expanded loss compared to the previous year [2]

三是深耕组织，推动组织功能从"管理管控"向"激发赋能"转变，通过厘清权责、简化流程、加大培训及 AI技术应用投入，提升一线员工价值获得感。 随着同店客流与销售的双增长，永辉超市开始实践与员工共享的理念，2025年全年累计向员工发放利润 分红近5000万元，初步兑现了共享经营成果的承诺。 （文章来源：新华财经） 基于转型初见成效，永辉超市将2026年定位为"深耕之年"，战略重心转向可持续的系统能力建设，聚焦 三大方向：一是深耕商品，建立品质生态，计划与200个核心产区及工厂构建"品质共同体"，并打 造"100个亿级口碑商品"，强化"品质永辉"与"永辉定制"的品牌认知。 新华财经上海2月11日电（记者高少华）永辉超市首席执行官（CEO）王守诚11日发布全员信，系统阐 述公司战略转型的阶段性成果与2026年规划。历经2025年"壮士断腕"般的自我革新，永辉超市核心经营 指标迎来关键转折：时隔五年，再次实现同店客流与销售的双增长。2026年永辉超市战略重心从规模调 改全面转向可持续的系统能力建设。 二是深耕门店，创造品质生活，推动门店从交易场景向生活场景转型，打造"社区厨房"与"邻里客厅"， 使其成为社区中可信赖的生 ...