月薪2万吃不起？百果园董事长回应水果太贵：我们不迎合消费者

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, addressed concerns about high fruit prices, emphasizing the importance of quality over low cost and the need to educate consumers about the value of high-quality fruits [1][3]. Group 1: Company Performance - Baiguoyuan's revenue growth has significantly declined, with a revenue increase of only 0.69% and a net profit growth of 11.88% as of January 2023. By the first half of 2024, both revenue and net profit experienced negative growth, with revenue down by 11% and net profit down by 66.06% [4]. - In 2024, Baiguoyuan reported a revenue of 10.273 billion yuan, a year-on-year decrease of 9.8%, and a pre-tax loss of 391 million yuan, marking the first net loss in five years [4][6]. - The number of retail stores decreased by 966 year-on-year, leaving a total of 5,127 stores, while the number of franchise stores dropped from 6,081 to 5,116, averaging nearly five store closures per day [6]. Group 2: Consumer Perception - There has been significant consumer backlash on social media regarding Baiguoyuan's pricing, with comments highlighting the high costs and perceived decline in quality [3]. - Yu Huiyong stated that while some customers perceive Baiguoyuan as expensive, the company has millions of members who recognize its value, indicating a divide in consumer understanding of quality versus price [1]. Group 3: Market Trends - The release of the popular drama "The Lychee of Chang'an" coincided with the fresh lychee season, leading to over 770 million yuan in sales for the lychee category alone during the show's airing [6]. - Following the drama's success, Baiguoyuan's stock price initially surged by over 20% but has since experienced fluctuations, currently trading at 1.75 HKD per share, with a total market capitalization of 2.694 billion HKD [6].