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百果园董事长回应水果太贵:不会迎合消费者,在教育消费者成熟
中国基金报·2025-08-10 16:10

Core Viewpoint - The company, 百果园, emphasizes its commitment to educating consumers about the value of high-quality fruits rather than simply catering to their demand for lower prices, as articulated by its chairman, 余惠勇 [4][5]. Financial Performance - In 2024, 百果园 reported a revenue of 10.273 billion yuan, representing a year-on-year decline of 9.8%. The company also faced a pre-tax loss of 391 million yuan, contrasting with a profit of 381 million yuan in the same period last year, marking its first net loss in five years [4][6]. - The term "性价比" (cost-performance ratio) appeared 25 times in 百果园's 2024 financial report, indicating a focus on enhancing value perception among consumers [6]. Strategic Initiatives - 百果园's retail division is concentrating on high-quality development, aiming to improve store operational efficiency and reshape consumer perception of "high cost-performance" [6]. - The company is strategically optimizing its store layout and enhancing support for franchisees to boost overall operational efficiency and profitability [6]. - Starting from August 2024, 百果园 is upgrading its category operation system based on consumer behavior data to optimize product offerings, focusing on "high traffic attribute big items" and "extreme cost-performance seasonal products" [6]. Market Position - Upon its listing on the Hong Kong Stock Exchange in January 2023, 百果园's market capitalization reached 9.474 billion HKD. As of August 8, 2023, its stock price was 1.75 HKD per share, with a market capitalization of 2.7 billion HKD [6].