紫燕食品海外“开疆”:门店达9家、收入增1.6倍

Core Viewpoint - The company reported a slight revenue increase in Q3 2025, but overall performance has declined in the first three quarters of the year, prompting strategic adjustments to improve results [1][3]. Financial Performance - In Q3 2025, the company achieved revenue of 1.041 billion yuan, a year-on-year increase of 1.75%, with a net profit attributable to shareholders of 90 million yuan [1]. - Cumulatively, for the first three quarters, the company recorded revenue of 2.514 billion yuan and a net profit of 194 million yuan, indicating a decline in performance [1]. Product Structure - The core product line remains fresh goods, accounting for approximately 80% of total revenue, with key products including "夫妻肺片" contributing 676 million yuan and whole poultry generating 541 million yuan [3]. - Pre-packaged and other products showed significant growth, with a year-on-year increase of 26.78%, highlighting diversification in the product offering [3]. Regional Performance - The East China region is the company's primary market, contributing 1.697 billion yuan in revenue, which is about 69% of total revenue [3]. - The company has made strides in the South China market, with revenue increasing from 61.57 million yuan to 71.49 million yuan, a growth of 16% year-on-year [3]. International Expansion - The company is implementing a dual strategy of "direct store management + supermarket cooperation" for international growth, with notable success in North America and Australia [4]. - In the first three quarters, overseas revenue reached 10.98 million yuan, a significant increase of 165% compared to 4.14 million yuan in the same period last year [4]. - The company has opened multiple stores in the U.S. and Australia, expanding its international footprint to nine overseas locations [4].