太二回应“门店活鱼现杀”争议

Core Viewpoint - The discussion around pre-prepared dishes in the restaurant industry, particularly regarding the "live fish" claims of the brand Tai Er, has intensified, leading to public scrutiny and debate about the authenticity of their food preparation methods [1][2]. Group 1: Company Response and Operations - Tai Er's parent company, Jiu Mao Jiu Group, emphasizes its commitment to fresh ingredients, stating that their core offerings include "live fish, fresh chicken, and fresh beef," and aims to enhance the dining experience through improved food quality and service [1]. - The new "fresh live" stores were launched in March and are expected to reach 150 modified locations by the end of the year, with a complete overhaul planned by 2026 [1]. - Store managers confirm that fish is processed in a central kitchen before being delivered to the stores, where it undergoes further preparation, indicating that the "live fish" is not prepared at the moment of order but rather in advance [2]. Group 2: Financial Performance - Jiu Mao Jiu Group reported a revenue of 2.753 billion yuan for the first half of 2025, a decline of 10.14% year-on-year, with a net profit of 60.69 million yuan, down 16.05% [3]. - Tai Er, which accounts for over 70% of the group's revenue, saw its revenue drop to 1.946 billion yuan, a decrease of 13.25% year-on-year, with same-store sales down by 19% [3]. - The number of Tai Er stores decreased from 614 to 566 year-on-year, reflecting a reduction of 48 stores, contributing to the overall revenue decline [5][6]. Group 3: Market Position and Future Outlook - Jiu Mao Jiu Group operates multiple brands, including Tai Er, and has plans to expand its store count to 1,000, contingent on adapting to customer needs [6]. - As of September 16, 2023, Jiu Mao Jiu's stock price closed at 2.28 HKD per share, having dropped over 30% since the beginning of the year [6].