家家悦2025年净利润预增超50% 门店调改与商品力提升成效显著

Core Viewpoint - The company, Jiajiayue Group Co., Ltd., anticipates a significant increase in net profit for the year 2025, driven by improvements in store operations and product structure optimization [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 198 million and 228 million yuan, representing a year-on-year growth of 50.06% to 72.79% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 180 million and 210 million yuan, with a year-on-year increase of 55.61% to 81.55% [1] Operational Improvements - The company has enhanced store operation quality and optimized product structure, leading to significant performance improvements in 2025 [1] - Key strategies include strengthening customer orientation, optimizing store positioning, iterating products, and improving service experiences [1] Comparable Store Performance - In 2025, comparable store traffic and sales growth are expected to show continuous improvement, with a projected 8% increase in traffic and a 6% increase in sales in the fourth quarter [1] - Overall, comparable store traffic is anticipated to grow by approximately 2% year-on-year, with a stable and slightly improved gross margin [1] Customer Engagement - The company is shifting from a product-centric approach to a customer-driven model, accelerating product structure adjustments and developing private labels [1] - There is an emphasis on expanding direct sourcing partnerships to create a high-cost performance product mix, which has led to increased customer trust and repurchase rates [1]