永辉完成北京20家门店调改,第二阶段着重于“细节场景优化”

Core Viewpoint - Yonghui Supermarket has officially reopened its Beijing Longhu Changying Tianjie store after over a month of renovation, with 20 stores upgraded in the Beijing area, achieving both increased foot traffic and sales in the first 19 stores that reopened [1][2]. Group 1: Store Renovation and Performance - The overall product replacement rate at the Yonghui Longhu Changying Tianjie store exceeds 70%, with a 76% replacement rate for fresh products [1]. - The product structure of the renovated store aligns 80% with that of the brand Pang Donglai, incorporating local Beijing characteristics [1]. - Yonghui's private label "Quality Yonghui" has launched nearly 60 products, with plans to introduce 200 products by 2026 [1]. Group 2: Future Plans and Financial Outlook - Yonghui's Vice President and General Manager of Beijing Region, Gan Wangheng, stated that the company will enter a second phase of renovation focused on optimizing details and responding to diverse local market demands [1]. - The company plans to enhance operations centered around "product scene" and will continue to optimize dimensions such as products, services, and experiences [1]. - As of the end of 2025, Yonghui is expected to have a total of 403 stores, with 315 stores having completed renovations, while facing a projected loss of 2.14 billion yuan for 2025, marking the fifth consecutive year of losses [2]. - Analysts suggest that as store closures and renovations conclude, Yonghui is entering a phase of refined operations, which may improve single-store efficiency and stabilize revenue, enhancing profitability [2].