西贝最严峻时全国门店客流暴跌45%
第一财经·2026-01-15 09:11

Core Viewpoint - The article discusses the recent decision by Xibei to close 102 stores, which represents 30% of its total outlets, in response to significant challenges faced by the company, particularly following a decline in customer traffic and financial pressures [3][4]. Group 1: Store Closures - Xibei confirmed the closure of 102 stores, which is a significant reduction in its operational footprint [3][4]. - The decision to close stores is linked to a severe drop in customer traffic, which fell by 45% nationwide in late 2025 [4]. Group 2: Financial Challenges - An internal source indicated that Xibei is currently operating at a loss and facing substantial cash flow pressures [4]. - The company has been struggling to recover from the impact of the pre-made food controversy that began in September 2025, marking it as the largest challenge in its history [4]. Group 3: Recovery Efforts - Xibei has implemented a series of product adjustments, including fresh preparation of dumplings and skewers, and has made systematic price adjustments to 30-40 menu items, with an average reduction of about 20% [5]. - A customer recall initiative was launched, featuring promotions such as "spend any amount in-store to receive a 100 yuan voucher" and "buy 50, get 50 free," along with daily half-price meals on delivery platforms [5][6]. - Despite these efforts, the promotions have not successfully restored customer traffic to previous levels, leading to the decision to close stores [6].