永辉超市前三季度累计营收424亿元，胖东来模式调改店达222家

Core Insights - Yonghui Supermarket reported a revenue of 12.486 billion yuan for Q3 2025, with a cumulative revenue of 42.434 billion yuan for the first three quarters [1] - The company has completed the transformation of 222 stores to the "Fat Donglai" model by the end of Q3 [1] - Same-store sales have returned to positive growth after optimizing existing stores and focusing on core transformed stores [1] Group 1 - CEO Wang Shoucheng stated that the company is entering a phase of refined deep upgrades with a focus on "health" [1] - The current transformation emphasizes proactive optimization of existing stores and in-depth operations of transformed stores to establish a solid foundation for long-term health [1] - Vice President and Chief Product Officer She Xianping mentioned a comprehensive transformation towards product centralization, aiming to identify 200 core strategic partners and create 100 billion-yuan-level flagship products within three years [1] Group 2 - At the October 2025 new product launch, Yonghui showcased the latest achievements in product centralization, introducing the "Yonghui Custom" and private label "Quality Yonghui" series [1] - Over 20 quality products covering various categories such as fresh food, cooked food, baked goods, beverages, and daily necessities were launched, with 15 products achieving cumulative sales exceeding 100 million yuan since their launch in October [1]