月薪两万吃不起的百果园，去年关店近千家

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 regarding quality and value [4][25]. Group 1: Company Background and Consumer Sentiment - Baiguoyuan was founded in 2001 by Yu Huiyong with an initial investment of 400 RMB, quickly gaining consumer trust by focusing on high-quality fruit and a customer-friendly return policy [12]. - Consumer sentiment has shifted from trust to disappointment, as many feel that the quality of Baiguoyuan's products has declined while prices remain high [8][25]. - The company has faced numerous complaints regarding product quality, including reports of selling spoiled or improperly handled fruit [13][16][20]. Group 2: Financial Performance and Strategic Shifts - In 2024, Baiguoyuan reported a revenue of 10.27 billion RMB, a decline of 9.8% from the previous year, and a pre-tax loss of 391 million RMB [30]. - The company has closed nearly 1,000 stores, reducing its total to 5,127, averaging 2.6 store closures per day [32]. - Despite previous growth, Baiguoyuan's financial performance has deteriorated, with a significant drop in both revenue and net profit since its IPO [29][36]. Group 3: Market Position and Competitive Landscape - Baiguoyuan's market position is challenged by increasing competition from community group buying and local fresh food stores, which offer fresher and cheaper options [36]. - The company's strategy of not catering to consumer preferences has raised concerns about its ability to compete effectively in a rapidly changing market [36]. - The decline in paid membership numbers, down 27.1% to 854,000, indicates a loss of core customers who once valued quality [34].