Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei highlights the challenges and perceptions surrounding the pre-prepared food industry, with Luo advocating for transparency in food sourcing and pricing [3][12]. Group 1: Industry Dynamics - Xibei's apology letter acknowledged a significant gap between its production processes and customer expectations, committing to adjust its kitchen operations to enhance customer satisfaction [3][5]. - Following the pre-prepared food controversy, Xibei experienced a noticeable decline in customer traffic, with reports indicating a significant drop in patronage at its restaurants [5][10]. - In contrast, the restaurant chain Laoxiangji saw a 10% to 20% increase in customer traffic during the same period, suggesting a shift in consumer preference towards brands that emphasize transparency and freshness [10][18]. Group 2: Consumer Perceptions - Consumer understanding of pre-prepared food varies, with some equating it to any form of processed or reheated food, while others differentiate based on the level of processing involved [13][15]. - A recent survey indicated that consumers generally accept pre-prepared food as long as it is clearly labeled and priced appropriately, reflecting a demand for transparency in food sourcing [15][18]. Group 3: Market Response - Despite the controversy, the pre-prepared food sector showed resilience, with the relevant stock index rising by 0.99% on September 15, indicating investor confidence in the long-term potential of the industry [17][18]. - Companies like Delisi and Sanjiang Shopping experienced significant stock price increases, demonstrating a positive market reaction to the ongoing developments in the pre-prepared food sector [17][18].
实探西贝门店:参观厨房需要健康证
第一财经·2025-09-15 16:06