茉酸奶创始人清仓退出,君乐宝投资加码!门店较巅峰期下降 516家,加盟费用已减半
Sou Hu Cai Jing·2025-12-29 12:19

Core Insights - The founder of the yogurt brand More Yogurt, Zhao Bohua, has resigned from all positions in the parent company Shanghai Boyi Catering Management Co., Ltd., and has sold his 30% stake, with co-founder Gu Hao taking over as the legal representative [3][4] - The company has faced challenges, including a food safety scandal in May 2024, which has damaged its reputation [8][10] - More Yogurt has significantly reduced its franchise fees and opened up to county-level city franchises to attract new franchisees [8][10] Company Changes - Zhao Bohua has exited the company he founded 11 years ago, with Gu Hao now serving as the legal representative [3][4] - The company has undergone multiple changes in its shareholder structure, with Junlebao Hebei Company becoming the second-largest shareholder with a 42.86% stake [3][4] Sales and Market Position - More Yogurt's original avocado yogurt series sold 21 million cups in 2023, but the company has struggled to produce a second hit product [8][10] - The total number of stores has decreased from a peak of 1,682 to 1,166, a reduction of 516 stores [10][12] Pricing and Franchise Strategy - The price of products has decreased, with the cheapest item now priced at 18 yuan and the most expensive at 30 yuan, down from a previous high of 34 yuan [8][11] - Franchise costs have been slashed from 50-60 thousand yuan to below 25 thousand yuan, with new policies introduced to attract franchisees [8][10] Challenges and Future Outlook - The company faces ongoing issues related to food safety and inconsistent product quality, which are attributed to rapid franchise expansion [12] - Analysts suggest that the investment from Junlebao could provide necessary support, but success will depend on addressing core operational issues [6][12]