山西美特好门店陷挤兑风波，会是下一个家乐福吗？

Core Viewpoint - Meitohao, a leading retail company in Shanxi, is facing significant challenges, including store closures and inventory shortages, leading to consumer panic and rumors of impending bankruptcy [2][3][10]. Group 1: Company Overview - Meitohao has been established for 32 years and operates multiple brands, including Meitohao, Kaixin Daji, and Youxian Duoge, covering retail, catering, and logistics sectors [6]. - The company projected a sales scale of over 6.55 billion yuan in 2024, with a 5% growth, ranking 27th in the national supermarket top 100 list [6]. Group 2: Current Challenges - The company announced a "concentrated upgrade and adjustment period" for existing stores and closed its online delivery service, leading to consumer fears of bankruptcy [2][3]. - Reports indicate that many Meitohao stores are experiencing severe stock shortages, with some completely out of stock [3]. - Since October, consumers have reported store closures and product shortages, prompting a rush to use shopping cards, indicating early signs of panic [6][10]. Group 3: Strategic Adjustments - Meitohao has closed 14 stores as part of a strategy to focus on "Meitohao Fresh Supermarket" and "Kaixin Daji Membership Store" dual-brand operations [8]. - The company faced complaints for not adequately informing customers about store closures, leading to intervention from local consumer protection agencies [9]. Group 4: Consumer Behavior and Market Reaction - The founder of Meitohao expressed concerns about a severe cash flow crisis due to prolonged consumer panic and urged customers to use cash instead of stored value cards [10]. - The situation has created a vicious cycle of panic, leading to increased demand for products, which further depletes inventory and reinforces bankruptcy rumors [10][11]. Group 5: Comparison with Industry Trends - Similar scenarios have occurred in the retail industry, such as the case with Carrefour, which faced a consumer rush due to restrictions on gift card usage, leading to significant store closures [11]. - Despite the current crisis, Meitohao's projected sales growth indicates that it still has potential to recover, highlighting the importance of balancing strategic adjustments with effective communication to maintain consumer trust [12].