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于东来被网红气的要退圈?
虎嗅APP·2025-05-05 03:20

Core Viewpoint - The article discusses the recent controversies surrounding the company "胖东来" (Pang Donglai) and its founder 于东来 (Yu Donglai), particularly focusing on the conflict with the influencer "柴怼怼" (Chai Dui Dui) regarding the sale of jade products and the company's financial performance amidst these challenges [1][4]. Group 1: Conflict with Influencer - The conflict originated from a video posted by influencer "柴怼怼," claiming that "胖东来" profits primarily from jade sales rather than its supermarket business, alleging that the company sells low-cost jade at exorbitant prices [1]. - In response, "胖东来" issued a statement clarifying that its jewelry department's gross profit margin is only 15%-16%, significantly lower than the industry average of 30%-50% [1]. - "胖东来" has initiated legal action against "柴怼怼" for defamation, with a claim amounting to no less than 5 million [1]. Group 2: Financial Performance - Despite the ongoing controversy, "胖东来" reported impressive sales figures, with April sales reaching 17.49 billion, and a cumulative annual sales figure exceeding 80 billion, specifically 80.27 billion [5]. - The supermarket segment led sales with 44.10 billion, accounting for over 50% of total sales, while other segments like department stores, jewelry, and electronics also surpassed 5 billion each [5]. - The founder, 于东来, projected that the total sales for 2024 would be nearly 170 billion, with profits exceeding 800 million, and an average monthly salary of 9,000 for employees [5][6]. Group 3: Reputation and Market Position - "胖东来" has faced multiple online controversies since gaining fame, with a significant portion of negative sentiment stemming from perceived service overreach and minor errors [8]. - The company has been characterized by a rapid rise from a local retailer to a national benchmark, with consumer expectations for service quality now exceeding industry norms [8]. - The article suggests that the current crisis could serve as an opportunity for "胖东来" to enhance transparency in product information and improve dispute resolution mechanisms [9][10].