235亿亏损，胖东来怎么了，控速难题真扎心

Core Insights - The market performance shows significant sales figures, with supermarkets generating 12.643 billion, jewelry 2.451 billion, and tea 1.063 billion, indicating strong consumer demand, but raises questions about the practical implications of "controlling growth" [1] - The statement "try to keep it under 20 billion" reflects both an idealistic self-restraint and a political declaration, highlighting the gap when actual results exceed this target by 3.5 billion, suggesting that mere words cannot effectively control market speed [3] - The sales figure of 23.531 billion, particularly the 6 billion from a single store, demonstrates brand premium and conversion capability, but also reveals risks associated with high concentration, where a shift in market sentiment could impact the entire group's confidence [5] Internal Management Insights - The so-called "failure to control speed" should be viewed as a diagnostic opportunity to identify issues in supply chain flexibility, procurement strategies, store operations, and financial allocation, which cannot be resolved by simply stating a target [6] - Recommendations include establishing dual metrics for growth and quality, managing large and small stores separately to avoid misleading averages, enhancing the linkage between forecasting and procurement, and transparently breaking down goals to ensure understanding at the grassroots level [8] - The essence of growth lies not in superficial numbers but in the daily efforts of employees, the responsiveness of the supply chain, and customer satisfaction at checkout, emphasizing the need for both confidence and clarity in methods to avoid future failures in growth control [8]