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月薪两万吃不起的百果园,去年关店近千家
凤凰网财经·2025-08-10 12:43

Core Viewpoint - The controversy surrounding the chairman of Baiguoyuan, Yu Huiyong, highlights the disconnect between the company's pricing strategy and consumer expectations, leading to significant backlash on social media [1][5][23]. Group 1: Consumer Sentiment - Consumers express disappointment and frustration with Baiguoyuan's high prices, feeling that they are being "educated" rather than offered value for their money [2][6][23]. - There is a strong sentiment that consumers are willing to pay for quality but reject the notion of being coerced into purchasing expensive products without corresponding quality [6][23]. - The company's past reputation for quality has been tarnished by recent reports of substandard products, leading to a loss of consumer trust [5][10][23]. Group 2: Company Performance - Baiguoyuan reported a significant loss of 391 million RMB in 2024, marking a decline in revenue to 10.27 billion RMB, a 9.8% decrease from the previous year [24][26]. - The number of retail stores decreased by 966, leaving a total of 5,127 stores, averaging a closure of 2.6 stores per day [28]. - Membership numbers also declined, with a reduction of 317,000 members, representing a 27.1% drop [30]. Group 3: Market Position and Strategy - Despite the chairman's claims of not catering to consumer demands, the company's financial reports frequently mention "cost-effectiveness," indicating a shift in strategy [24][25]. - Baiguoyuan's previous growth trajectory has reversed, with revenue and profit declining for the first time since its listing [26][32]. - The competitive landscape has intensified, with new players offering fresh and affordable options, challenging Baiguoyuan's market position [32].