Better Life(SZ:002251) Zheng Quan Shi Bao Wang·2025-08-14 13:17Group 1 - The company reported a revenue of 2.129 billion yuan for the first half of 2025, representing a year-on-year increase of 24.45%, and a net profit of 201 million yuan, marking a turnaround from losses [1] - The significant growth in revenue is attributed to store optimization, improved product management, and enhanced supply chain efficiency, particularly in supermarket sales [1] - The company has implemented restructuring measures that confirmed substantial restructuring gains, while focusing on core advantageous regions to enhance overall store efficiency and profitability [1] Group 2 - The company has adopted strategies from the successful model of "胖东来" by gradually closing inefficient stores and transforming potential ones, leading to improved overall operational performance [2] - The reopening of the Yongzhou Shunde store on August 9 marked the completion of adjustments in 19 stores, which have become key drivers of revenue growth, with sales during the Spring Festival season increasing by 3-6 times and customer traffic rising over 300% [2] - The company has established strategic partnerships with over 200 quality suppliers, enhancing product pricing advantages and freshness, which has effectively driven sales growth across all categories [3] Group 3 - The self-owned brand BL, launched in March 2025, has become a highlight for the company, with products rapidly climbing sales rankings and showing a steady increase in gross margin and market share [4] - As of the end of July, over 50 products under the BL brand have been launched, covering a diverse range of categories, and the monthly sales in July were nearly six times that of March [4] - The company plans to continue focusing on core regions and deepening retail fundamentals, leveraging the "胖东来" model to solidify its development foundation and showcase a retail transformation example [4]