永辉超市“胖改”第二年预亏-21.4亿，网友：只学皮毛，学不到精髓

Core Viewpoint - Yonghui Supermarket has announced a projected net loss of 2.14 billion yuan for the fiscal year 2025, marking a 670 million yuan increase in losses compared to 2024, and this represents the company's fifth consecutive year of losses [1][3]. Financial Performance - The company reported that stores that underwent adjustments in 2024 saw significant increases in both revenue and net profit. However, these adjusted stores account for a relatively low overall percentage of the company's total stores [1][3]. - The newly adjusted stores in 2025 have high initial investment costs and have not yet achieved profitability, limiting their contribution to the company's net profit for the year [1][3]. Strategic Changes - Yonghui Supermarket initiated a transformation based on the "Pang Donglai" model starting May 6, 2024. In 2025, the company deeply adjusted 315 stores and closed 381 stores that did not align with its future strategic positioning [1][3].