业绩下滑超8成，永辉超市今年第三季度全国关店超100家

Core Viewpoint - Yonghui Supermarket is closing two stores in Shenzhen's core business districts due to poor management and operational issues, with a focus on restructuring and improving service quality in the future [1][5][7]. Store Closure Details - Yonghui Supermarket's stores at Luohu Sun Plaza and Nanshan Raffles City will officially cease operations on November 16, 2025, with clearance sales starting from November 7 to 15, 2025 [1][3][5]. - The stores have already begun clearance sales with discounts up to 50% prior to the official announcement [3]. Management Acknowledgment - The company acknowledged its previous management shortcomings, stating it failed to provide satisfactory products and services, and expressed a commitment to improve [3][7]. - The management has recognized the need for a comprehensive overhaul of its operational strategies, including store layout, product structure, and employee welfare [7][8]. Financial Performance - Yonghui Supermarket reported a revenue of 42.434 billion yuan for the first three quarters of 2025, a year-on-year decline of 22.21%, and a net loss of 710 million yuan, down over 80% compared to the previous year [10][12]. - The company has closed a total of 325 stores as of the end of Q3 2025, with 102 closures occurring in Q3 alone, indicating a continued strategy of "closing old stores to renovate new ones" [13]. Future Plans - Starting in 2024, Yonghui Supermarket plans to implement a nationwide restructuring initiative aimed at regaining customer trust and improving operational efficiency over the next 2 to 3 years [12]. - The company has adopted a new retail strategy inspired by the "胖东来" model, with 222 stores already undergoing transformation as of September 30, 2025 [12].