Group 1 - The core viewpoint of the news is that the company is facing a temporary decline in gross margin due to fluctuations in beef raw material prices, which significantly impact its revenue structure [1] - The company has implemented measures to improve cost pressures, including strengthening supply chain management, optimizing product selection, and introducing competitive bidding mechanisms [1] - The company is focusing on enhancing its O2O channel for franchise stores and has engaged a professional consulting team for store upgrades, which are currently in the testing phase [2] Group 2 - The company is shifting its new store development focus from first and second-tier cities to third and fourth-tier cities and rural areas to alleviate franchisees' opening costs and operational pressures [2] - The company has successfully expanded its wholesale channel business by increasing efforts to develop group meal channel customers, contributing significantly to revenue growth [2] - The traditional wholesale customer relationships remain stable, providing solid support for channel revenue [2]
味知香:毛利率阶段性下降主要系受牛肉原材料价格波动影响,加大团餐渠道客户开拓力度