贾国龙的真问题

Core Viewpoint - Xibei has announced the closure of 102 stores, attributing the large-scale closures to public relations issues involving Luo Yonghao, although this is seen as a superficial cause rather than the root of the problem [1][12][13] Store Operations - Xibei's store changes from 2022 to 2025 include: 31 closures and 13 openings in 2022; 14 closures and 26 openings in 2023; 21 closures and 39 openings in 2024; and a plan to close 50-60 stores in 2025, with an actual closure of 102 stores and 30 openings [2][12] - Revenue peaked at 6.2 billion in 2023, with a projected decline to approximately 5.8 billion in 2024, indicating operational difficulties [2][12] Customer Engagement and Marketing - The issuance of 3 billion in consumer vouchers did not lead to a significant increase in actual revenue, suggesting that the strategy was ineffective [3][15] - The perception of Xibei as expensive is a significant issue, with the company struggling to meet customer expectations for value [5][15] Pricing Strategy - Xibei has attempted to lower prices but has not achieved the desired increase in customer traffic, indicating that further price reductions may be necessary [5][19] - The company’s food cost is reported to be around 25%, which is lower than many competitors, suggesting potential for greater price reductions [16][17] Management Issues - There is a significant discrepancy between gross margin and net profit margin, attributed to management inefficiencies, particularly in store size and employee count [16][17] - The company has a high number of headquarters employees (around 2000), which is considered excessive for a restaurant business, indicating potential for workforce reduction [17][18] Leadership and Future Directions - The leadership style of the CEO, characterized as autocratic, has led to management issues that need addressing for the company to improve [19][20] - Future sustainability may depend on not only price adjustments but also on innovation in product development, as past new brands have failed to resonate with customers [19][20]