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胖东来,大消息!
中国基金报·2025-06-23 09:45

Core Viewpoint - The founder of Pang Donglai, Yu Donglai, announced the closure of several stores due to their inability to meet quality standards, despite good sales performance [5][6]. Group 1: Store Closures - Yu Donglai confirmed the closure of multiple Pang Donglai stores, including Life Square, Renmin Road, and Wuyilu stores, citing that the quality of these older stores no longer meets expectations [5]. - The Life Square store, which opened in 2002, is set to close due to aging equipment, with its lease expiring in 2026 [6]. - The specific timeline for the closures has not been determined, but the stores are currently operating normally [5][6]. Group 2: Financial Performance - Pang Donglai's total sales for the year have reached 11.292 billion yuan, with supermarket sales exceeding 6.1 billion yuan [6]. - The Life Square store has generated sales of 822 million yuan this year, ranking fifth among the stores [9]. - The company aims to control its sales within 20 billion yuan for the year, targeting a net profit of 1 billion yuan [10]. Group 3: Business Model and Expansion - Pang Donglai's unique management style, influenced by foreign retail practices, has contributed to its success and brand recognition in Henan [10]. - Despite the store closures, the "Pang Donglai model" is expanding, with new stores opening under this model [11]. - Yonghui Supermarket plans to complete the transformation of 300 stores to the "Pang Donglai model" by early 2026, indicating a shift towards larger-scale implementation [11].