泉果基金调研妙可蓝多，“店效倍增”战略成效初显

Core Insights - The article discusses the recent research conducted by QuanGuo Fund on the listed company MiaoKeLanDuo, highlighting its strategic focus on the "Store Efficiency Doubling" initiative as a long-term plan for the next three years [1][2]. Group 1: Company Strategy - The "Store Efficiency Doubling" strategy is identified as the company's top priority, aimed at transforming marketing and operations by focusing on consumer needs and enhancing resource allocation towards frontline operations [1][2]. - The company is implementing a triangular organizational model to shift from resource input to capability enhancement, which is expected to drive high-quality development [1][2]. Group 2: Business Performance - As of September 29, 2025, QuanGuo Fund's best-performing product, QuanGuo XuYuan Three-Year Holding Mixed A, achieved a return of 54.74% over the past year [2]. - The company has seen significant progress in both B-end and C-end business operations, with a focus on domestic raw material substitution and enhanced supply chain capabilities [3][4]. Group 3: Product Development and Market Expansion - The company is expanding its product offerings to cater to a broader demographic, including children, teenagers, and adults, by introducing new products like cheese balls and cheese snacks [7][12]. - The company aims to enhance its market position in the cheese segment by leveraging its strong R&D capabilities to customize products for various retail channels [4][9]. Group 4: Sales and Marketing Strategy - The sales team is structured to optimize collaboration with distributors and retailers, focusing on enhancing efficiency through a unified command system [6][8]. - The company is utilizing a dual-brand pricing strategy in the snack retail channel to increase product penetration and market share [4][10]. Group 5: Future Outlook - The company envisions becoming a leading cheese enterprise in China and a respected player globally, with a five-year plan that includes a dual-driven strategy focusing on both B-end and C-end markets [12][13]. - The company plans to enhance its supply chain capabilities and expand its market reach through strategic partnerships and product innovation [12][13].