网友称“月薪2万吃不起”百果园，董事长回应要教育消费者成熟

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, emphasized the company's commitment to high-quality fruits despite consumer concerns about high prices, aiming to "educate consumers" about quality differences [1][2]. Group 1: Business Strategy - Baiguoyuan maintains a high-price strategy, positioning itself in the mid-to-high-end market, with prices approximately 1.2 times higher than other channels, which has led to criticism from consumers [2][3]. - The company has a membership base of several million, which supports its business model and value proposition [1]. Group 2: Financial Performance - In 2024, Baiguoyuan reported a revenue of 10.273 billion, a year-on-year decline of 9.8%, marking the first net loss in five years with a pre-tax loss of 391 million [2][3]. - The number of retail stores decreased by 966 to 5,127 by the end of 2024, with franchise stores dropping from 6,081 to 5,116, indicating a significant contraction in its physical presence [3]. Group 3: Market Challenges - The competitive landscape in the fruit retail market is intensifying, with consumers increasingly sensitive to price and seeking better value, which poses challenges for Baiguoyuan's high-price strategy [2][3]. - The company's reliance on franchise sales and management fees has created profitability pressures for franchisees, complicating its business model [3]. Group 4: Future Outlook - Baiguoyuan is attempting to adjust its product mix and increase the supply of high-cost performance products to recover from its current challenges, but results have been limited so far [3]. - The company needs to balance quality and price while better understanding consumer needs to regain market favor and achieve sustainable growth [3].