「月薪两万吃不起」的百果园，去年关店近千家

Core Viewpoint - The article discusses the recent backlash against Baiguoyuan, highlighting the disconnect between the company's pricing strategy and consumer expectations regarding quality and value. The CEO's statement about not catering to consumer demands has sparked significant criticism, reflecting a broader sentiment of disappointment among consumers who feel let down by the brand's quality standards [5][10][42]. Group 1: Consumer Sentiment and Backlash - Baiguoyuan's chairman, Yu Huiyong, stated that the company will not cater to consumers, which led to widespread criticism on social media, with users expressing their dissatisfaction and disappointment [5][6][9]. - Consumers have voiced their frustration over the perceived decline in quality, with many sharing negative experiences related to spoiled or substandard products purchased from Baiguoyuan [20][22][24][28]. - The article emphasizes that consumers are willing to pay for quality but are resistant to being "educated" into purchasing expensive products that do not meet their expectations [10][28]. Group 2: Company Performance and Financials - 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 [34][35]. - The company has seen a significant reduction in its store count, closing nearly 1,000 locations in 2024, leaving only 5,127 stores operational [36]. - Membership numbers have also dropped, with a decrease of 317,000 paying members, representing a 27.1% decline from 2023 [38]. Group 3: Market Position and Competition - Baiguoyuan's market position has weakened, with its stock value plummeting by 71.5% since its IPO, reflecting a loss of investor confidence [41]. - The competitive landscape has intensified, with new players in the market offering fresh and affordable options, challenging Baiguoyuan's traditional business model [41][42]. - The article suggests that Baiguoyuan's refusal to adapt to consumer needs may lead to further losses in market share as consumers seek better value elsewhere [42][43].