后厨全是塑料袋！从西贝到和府捞面：高价餐饮为何总陷“预制”漩涡？

Core Viewpoint - The controversy surrounding HeFu LaoMian's use of pre-packaged ingredients has sparked consumer backlash, highlighting a mismatch between high pricing and expectations for freshly made dishes [3][5][8]. Group 1: Consumer Concerns - Consumers have reported seeing pre-packaged ingredients in the kitchen, leading to dissatisfaction with the perceived value of the meals priced at 30-40 yuan [5][7]. - Some customers feel misled by the brand's positioning as a "health-focused" restaurant, expecting fresh preparation rather than pre-packaged components [5][8]. - There is a division among consumers, with some supporting the use of pre-packaged ingredients for consistency and speed, while others criticize the high prices associated with such offerings [5][14]. Group 2: Financial Performance - HeFu LaoMian has incurred a cumulative loss of 700 million yuan from 2020 to 2022, despite claiming to achieve profitability in 2023 [15][18]. - The company has seen a slowdown in store expansion, with only 583 operational stores as of December 2025, far below the target of over 2000 stores by 2026 [18][22]. - The brand's valuation has significantly decreased from a peak of 7 billion yuan to approximately 3 billion yuan [22]. Group 3: Market Strategy - In an effort to regain market share, HeFu LaoMian has implemented a price reduction strategy, lowering the price range of main products by about 30% [22]. - The company is exploring new growth avenues, including the introduction of "HeFu Small Noodles and Small Wine" as a side line [22]. - Despite plans for an IPO in Hong Kong, the company has not made significant progress towards this goal [22].