每经热评︱胖东来关闭多家门店，于东来在下一盘怎样的棋？

Core Viewpoint - The decision by Pang Donglai to close several well-performing stores reflects a commitment to quality over short-term profits, emphasizing the importance of maintaining high standards in the retail industry [1][2]. Group 1: Store Closures - Pang Donglai announced the closure of multiple stores, including those in Yichang and Renmin Road, despite their good performance, with the Yichang store generating over 800 million yuan in sales by June 22, 2025 [1]. - The closures are attributed to the inability of older stores to meet current quality standards, indicating a strategic shift towards enhancing customer experience [2]. Group 2: Strategic Implications - The closures are seen as a self-innovation strategy, allowing the company to consolidate resources and invest in new store development or upgrades of existing high-quality stores [2]. - By reallocating resources, Pang Donglai aims to introduce advanced retail technologies and optimize supply chain management, enhancing product freshness and variety [2]. Group 3: Employee Welfare - Pang Donglai is known for high employee compensation, with an average post-tax monthly income of around 9,000 yuan for over 8,000 employees, and an estimated net profit of 1.5 billion yuan [3]. - The company plans to limit employee work hours to a maximum of 36 hours per week and provide at least 40 days of annual leave, exceeding industry averages [3]. - Properly managing employee transitions during store closures is crucial for maintaining morale and enhancing company cohesion [3]. Group 4: Industry Insights - The store closures serve as a reminder to the retail industry about the importance of prioritizing quality over mere expansion and speed [3]. - The move encourages other companies to embrace strategic adjustments and transformations to meet evolving market demands [3][4].