后厨全是塑料袋！从西贝到和府捞面：高价餐饮为何总陷“预制”漩涡？

Core Viewpoint - The controversy surrounding He Fu Lao Mian's use of pre-packaged ingredients has raised consumer concerns about the perceived freshness and value of its offerings, leading to scrutiny of its pricing strategy and operational practices [3][16][20]. Group 1: Consumer Concerns - Consumers have expressed dissatisfaction with He Fu Lao Mian's high prices, claiming that the use of pre-packaged ingredients undermines the value of their meals, with some dishes priced between 29 to 49 yuan [4][10][24]. - The restaurant's response indicates that their products are not classified as pre-packaged meals according to national regulations, which has not alleviated consumer skepticism [6][20]. - The debate reflects a mismatch between the brand's premium pricing and consumer expectations for freshly prepared food, similar to issues faced by other brands like Xi Bei [3][20]. Group 2: Financial Performance - He Fu Lao Mian has reported cumulative losses of 700 million yuan from 2020 to 2022, despite claims of achieving profitability in 2023 [11][25]. - The company has undergone significant expansion, with a target of over 2,000 stores by 2026, but as of December 2025, only 583 stores were operational, indicating a shortfall in growth expectations [12][26]. - The brand's valuation has decreased from a peak of 7 billion yuan to approximately 3 billion yuan, reflecting challenges in maintaining investor confidence and market position [29]. Group 3: Strategic Adjustments - In response to market pressures, He Fu Lao Mian has implemented a price reduction strategy, lowering the price range of its main products by about 30% to attract more customers [15][29]. - The company is exploring new growth avenues, including the introduction of a new product line, "He Fu Xiao Mian Xiao Jiu," to diversify its offerings [29]. - Despite plans for an IPO in Hong Kong, progress has been slow, indicating potential challenges in capitalizing on market opportunities [29].