董事长教育消费者后 百果园港股大跌

Core Viewpoint - The controversy surrounding the chairman of Baiguoyuan's comments on consumer education and pricing has led to a significant drop in the company's stock price, highlighting the challenges faced by the company in maintaining its market position and consumer perception [1][2]. Group 1: Company Performance - Baiguoyuan reported a revenue of 10.273 billion yuan for 2024, representing a year-on-year decrease of 9.8% [2]. - The company experienced its first-ever net loss in 2024, with a net profit turning from a profit of 362 million yuan in 2023 to a loss of 386 million yuan in 2024 [2]. Group 2: Store Operations - In 2024, Baiguoyuan underwent a significant store closure, with a net reduction of 965 stores, averaging 2.64 closures per day [2]. - The pace of store closures accelerated in the second half of the year, with 895 stores closed within just six months [2]. Group 3: Consumer Perception and Controversy - The chairman's remarks about not catering to consumer demands and focusing on educating consumers sparked backlash, with social media users criticizing the high prices of Baiguoyuan's products [1]. - The company defended the chairman's comments, stating that the media had selectively edited his statements to create controversy [1].