Core Viewpoint - The recent discussions surrounding "Tai Er Sauerkraut Fish" and its classification as a pre-made dish have gained significant attention, particularly after reports indicated a decline in customer interest and sales [3][4]. Company Overview - Tai Er Sauerkraut Fish is associated with the company Jiumaojiu (Guangzhou) Holdings Co., Ltd., which was established in May 2019 with a registered capital of 300 million RMB [4]. - The company operates various restaurant brands, including Tai Er Sauerkraut Fish, Chong Hot Pot, and Jiumaojiu Northwest Cuisine, all of which have reported revenue declines in the first half of 2025 [5][6]. Financial Performance - In the first half of 2025, Jiumaojiu reported a revenue of 2.753 billion RMB, a year-on-year decrease of 10.14%, with a net profit of 60.69 million RMB, down 16.05% [6]. - Revenue from Tai Er Sauerkraut Fish specifically was 1.948 billion RMB, reflecting a 13.3% decline, and its contribution to total revenue fell from 73.4% to 70.8% compared to the same period last year [6]. Operational Insights - The number of self-operated Tai Er restaurants decreased from 612 to 547 within a year, indicating a reduction of 65 locations, which has contributed to the decline in same-store sales [6]. - Currently, there are 68 "fresh live" stores across the country, with only one in Hangzhou using live fish, while others utilize daily fresh fish fillets [3][4].
“点单7分钟后,三道菜全部上齐”,太二酸菜鱼客服回应“有无使用预制菜”质疑
第一财经·2025-09-16 09:57