Core Viewpoint - The controversy surrounding the chairman of Baiguoyuan, Yu Huiyong, stems from his statement that the company will not cater to consumer demands, which has led to significant backlash and a decline in the company's performance metrics [1][2]. Financial Performance - In 2024, Baiguoyuan reported a revenue of 10.273 billion yuan, a decrease of 9.8% year-on-year, and a net loss of 386 million yuan [12]. - The company's gross profit fell by 41.9% to 760 million yuan [12]. - The total number of stores decreased from 6,093 to 5,127, with a net reduction of 966 stores within a year [4][11]. Membership and Customer Engagement - The number of paid members dropped from 1.171 million in 2023 to 854,000 by the end of 2024, marking a decline of 27.1% [4][11]. - The average daily foot traffic in some stores has significantly decreased, with reports of customer numbers dropping from 350 to 180 [4]. Quality and Consumer Trust Issues - Baiguoyuan has faced multiple quality issues, including the use of rotten fruits and mislabeling of products, which have damaged consumer trust [4][10]. - Complaints on platforms like Black Cat Complaints have exceeded 3,091, primarily concerning issues like "bad fruit not compensated" and "overpriced" products [5]. Business Model and Market Challenges - The majority of Baiguoyuan's stores (99%) are franchise-operated, leading to weak oversight and quality control from the headquarters [10]. - The shift in consumer preferences from "high-end premium" to "quality and cost-effectiveness" has intensified competition, with rivals offering similar products at prices 30% lower [11]. Strategic Response and Future Outlook - To survive in the competitive landscape, Baiguoyuan must return to its core principles of "quality first and service above all" and implement systemic changes in supply chain efficiency, franchise management, and brand trust [13].
百果园董事长“教育消费者”言论上热搜，回应未能平息争议！一年关店近千家、市值缩水至26.9亿港元，加盟失控引发信任危机
Sou Hu Cai Jing·2025-08-12 01:50