贾国龙二战罗永浩!谁才是压垮西贝的真凶?
商业洞察·2026-01-18 09:23

Core Viewpoint - The article discusses the recent challenges faced by Xibei, particularly the closure of 102 stores, which represents about 30% of its total outlets, due to a significant decline in business attributed to public backlash over pre-prepared food accusations [5][11]. Group 1: Store Closures and Employee Impact - Xibei will close 102 stores in the first quarter, affecting approximately 4,000 employees, citing "overwhelming slander" as the main reason for the business downturn [5]. - The company has committed to ensuring that departing employees receive their full wages and that customer prepaid cards can be used at other locations or refunded immediately [5]. Group 2: Denial of Pre-prepared Food Accusations - Xibei's management strongly denies the accusations of using pre-prepared food, clarifying the difference between "central kitchen preparation" and "pre-packaged meals," asserting that their practices comply with national definitions [6][5]. - The article highlights that while Xibei's technical definition of pre-prepared food may be correct, public perception differs, leading to a disconnect between compliance and consumer trust [7]. Group 3: Business Viability and Market Dynamics - The closure of these stores is seen as a necessary move due to low profitability, with Xibei's average store net profit margin at only about 5%, and some loss-making stores facing fixed monthly costs nearing 500,000 [11]. - The article suggests that the pre-prepared food controversy was not the sole cause of Xibei's struggles but rather the tipping point in a broader context of changing market conditions and consumer expectations [12][14]. - Competitors like Mixue Ice City are expanding aggressively, while other high-end brands are scaling back, indicating a shift in market dynamics where value perception is increasingly critical [14].