突发！永辉超市将关闭深圳两家门店

Core Viewpoint - Yonghui Supermarket is closing two stores in Shenzhen's core business districts, indicating a significant shift in its operational strategy amid declining performance and increased competition in the retail sector [1][2]. Group 1: Store Closures and Operational Strategy - Yonghui Supermarket announced the closure of its Luohu Sun Plaza and Nanshan Raffles City stores, effective November 16, as part of its ongoing strategy to close underperforming locations [1][2]. - The company has closed a total of 325 stores in the first three quarters of the year, with a net closure of 102 stores in Q3 alone, while only opening 2 new stores [2]. - The closures now include stores in core business areas, marking a shift from previous closures that focused on low-efficiency locations [2]. Group 2: Financial Performance - For the first three quarters, Yonghui Supermarket reported a revenue of 42.434 billion yuan, a year-on-year decline of 22.21%, and a net loss of 710 million yuan, indicating a significant increase in losses [1][3]. - The company's total assets decreased from 42.749 billion yuan at the end of the previous year to 31.620 billion yuan, a decline of 26.03% [3]. - Inventory levels have sharply decreased, with current assets showing a reduction in inventory from 7.058 billion yuan to 3.732 billion yuan, a drop of 47.1% [3]. Group 3: Strategic Initiatives - Yonghui Supermarket has initiated a "national quality supermarket" positioning and launched a "product centralization" strategy, aiming to develop billion-level single products over the next three years [3]. - The company has already introduced 15 high-value products, including Peruvian blueberries and Yangcheng Lake hairy crabs, as part of its new strategy [3]. - As of September 30, 49.3% of the current stores have undergone the "Fat Donglai model" transformation, which has led to a significant increase in daily sales [2].