一年关店381家！知名超市公告：连续5年亏损

Core Viewpoint - Yonghui Supermarket is undergoing a significant strategic shift from "scale expansion" to "quality growth," leading to substantial losses in 2025 due to store closures and renovations [3][9]. Group 1: Financial Performance - In 2025, Yonghui Supermarket reported a net loss of 2.14 billion yuan attributable to shareholders, with a net loss of 2.94 billion yuan after excluding non-recurring items [6]. - The cumulative loss since 2021 has reached approximately 11.64 billion yuan, with 2025's losses exceeding those of 2023 and 2024 [6]. Group 2: Strategic Adjustments - The company has redefined its strategy as "New Yonghui, New Quality," involving the deep adjustment of 315 stores and the closure of 381 stores that do not align with its future strategic positioning [3][9]. - The adjustments have resulted in asset write-off losses and one-time costs totaling approximately 910 million yuan, along with an estimated gross profit loss of 300 million yuan due to store renovations [3][9]. Group 3: Future Plans and Expectations - Yonghui Supermarket initiated a transformation strategy on May 6, 2024, adopting a dual approach of store adjustments and closures [11]. - The new CEO, Wang Shoucheng, indicated that it would take 2 to 3 years to stabilize the company, 3 to 5 years to regain customer trust, and 5 to 10 years to become a supermarket that customers feel proud of [11]. - Data from the company's recent conference showed an average customer traffic increase of 80% in adjusted stores, with over 60% of stabilized stores achieving profitability levels surpassing the highest in the past five years [11].