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月薪两万吃不起的百果园,去年关店近千家
创业邦·2025-08-11 03:14

Core Viewpoint - The article discusses the backlash against Baiguoyuan's chairman Yu Huiyong for his comments on consumer education, highlighting a disconnect between the company's pricing strategy and consumer expectations for quality [5][12][29]. Group 1: Consumer Sentiment - Consumers express disappointment and frustration with Baiguoyuan's high prices and perceived decline in quality, feeling that they are being "educated" rather than served [11][12][29]. - The backlash includes humorous and critical comments on social media, indicating a strong negative reaction to the company's stance [6][7][8]. - There is a clear demand from consumers for reasonable prices that match the quality of the products offered [12][29]. Group 2: Company History and Promises - Baiguoyuan was founded in 2001 by Yu Huiyong with a clear focus on providing high-quality fruit, initially gaining consumer trust through promises like "best tasting fruit" and a refund policy for unsatisfactory products [14][15]. - The company has faced multiple quality issues in recent years, including reports of selling spoiled or misrepresented fruit, which has eroded consumer trust [16][18][19][29]. Group 3: Financial Performance - Baiguoyuan's financial performance has deteriorated, with a reported revenue of 10.27 billion RMB in 2024, a decline of 9.8% from the previous year, and a pre-tax loss of 391 million RMB [35][36]. - The company has closed nearly 1,000 stores, reducing its total to 5,127, averaging 2.6 closures per day [37]. - Membership numbers have also dropped significantly, with a loss of 317,000 paying members, a decrease of 27.1% [39]. Group 4: Market Position and Competition - Baiguoyuan's market position is challenged by increasing competition from community group buying and local fresh food stores that offer fresher and cheaper options [41]. - The company's stock has seen a dramatic decline, with its market value dropping by 71.5% since its IPO [41]. - Despite claims of not catering to consumer demands, Baiguoyuan's financial reports indicate a shift towards emphasizing "high cost-performance" products, suggesting a contradiction in its strategy [31][32].