收入持续下降，将大幅关闭门店？85度C回应：仍对中国大陆市场抱有信心

Core Viewpoint - 85度C's parent company, 美食-KY, announced a strategic adjustment in its operations in mainland China, focusing on optimizing its operational scale by closing underperforming stores in specific regions [1][3][4]. Group 1: Operational Adjustments - 美食-KY plans to terminate operations in specific areas and stores in mainland China where profitability has consistently fallen below expectations [3][4]. - The company aims to enhance resource allocation in production, logistics, and operational support to improve overall efficiency and shareholder value in the long term [3][4]. Group 2: Store Closures and Market Impact - The current adjustment represents the largest scale of closures in nearly five years, with over 40 stores expected to close in mainland China [4]. - As of September 16, 2025, the number of operating stores in mainland China has decreased to 386, down from 467 in October 2024, indicating a reduction of 81 stores [4]. Group 3: Financial Performance - 美食-KY reported a revenue of approximately 137.7 billion New Taiwan Dollars (NTD) for the first three quarters of this year, a decrease of about 2% compared to the same period last year [6]. - In the first half of this year, revenue from mainland China fell by 11.08% to 35.22 billion NTD (approximately 8.22 billion RMB), while overall revenue increased by 1.32% to 94.53 billion NTD [6]. Group 4: Brand and Competitive Challenges - The decline in revenue in mainland China is attributed to brand aging and a decrease in product competitiveness, leading to a significant drop in store performance [8][9]. - The lack of appealing new products and a declining brand presence have contributed to the challenges faced by 85度C in the competitive landscape [8][9].