百果园上半年多项业绩指标承压 公司称计划在2026年实现盈利

Core Viewpoint - The company has experienced a significant decline in revenue, gross merchandise volume (GMV), and profit margins, which is attributed to strategic adjustments in response to market conditions [1][2]. Financial Performance - In the first half of 2025, the company's revenue was 4.376 billion, a year-on-year decrease of 21.8% - GMV reached 5.711 billion, down 15.38% year-on-year - Gross profit was 216 million, reflecting a 65.1% decline compared to the previous year - The company reported a loss attributable to owners of 342 million, compared to a profit of 88.506 million in the same period last year [1]. Store Operations - As of June 30, 2025, the total number of franchise and self-operated stores was 4,386, a decrease of 27% from 6,025 stores in the same period of 2024 [1]. Strategic Adjustments - The company is focusing on optimizing its product lineup to enhance gross margins, responding to consumer demand for high-quality and cost-effective products amid a sluggish domestic consumption environment [1][2]. - The management emphasized that the decline in revenue and profit is a result of proactive adjustments rather than a lack of performance in other areas, such as membership growth and proprietary product offerings [2]. Market Trends - The fruit consumption market is evolving towards a multi-faceted approach, with consumers valuing both price and emotional connection to products [2]. - The company is implementing a strategy to position itself as a leader in high-quality and cost-effective fruit offerings, which includes store renovations and marketing initiatives [2]. Future Outlook - The management plans to focus on enhancing product and service quality to improve single-store profitability, reduce initial investment costs, and explore new store models and sales channels [4]. - The goal for the current year is to achieve breakeven, with plans to attain profitability by 2026 [4].