王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流 与销售在2025年迎来双增长。2025年全年，永辉超市累计向员工发放利润分红近5000万元。 面对2026年，王守诚表示，永辉超市将聚焦三大"深耕"，深耕商品，从采购走向共育，建立品质生态；深耕门 店，从交易场走向生活场，创造品质生活；深耕组织，从管理职能走向服务功能，成就品质人生。 值得注意的是，1月21日，永辉超市曾发布2025年年度业绩预亏公告，公司预计2025年归母净利润为-21.4亿元， 据计算亏损同比扩大45.6%，上年同期归母净利润为-14.7亿元。归母扣非净亏损29.4亿元。 公告指出，本期业绩预亏的主要原因为，2025年公司进行了重大的经营战略调整。门店布局方面，公司报告期内 深度调改了315家门店，并关闭了381家与公司未来战略定位不相符的门店。 门店调改对公司利润的影响主要包含调改相关的资产报废损失、停业装修营业收入损失、一次性开办费投入等， 其中资产报废及一次性投入合计约9.1亿元。此外，门店因停业装修产生的毛利额损失预估约3亿元。与此同时， 关闭381家门店也产生了较大损失， ...

下班顺路买把青菜 周末囤箱牛奶早已成为日常 但就在今天（2月11日） 这家陪伴深圳人多年的超市 却等来了一封来自总部的道歉信 信里，永辉CEO王守诚坦言 对于许多深圳人来说 永辉超市是家门口 熟悉的"菜篮子" 福田星河店、罗湖金光华店…… 欲望超越了自身能力 辜负了顾客的信任…… 2月11日，南都N视频记者从永辉超市（601933）获悉，永辉超市CEO王守诚发布新年全员信，并在信中进行了反思和致歉。 王守诚表示，"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 南都N视频记者注意到，1月21日， 永辉超市曾发布预亏公告，预计2025年归母净亏损21.4亿元。 2月11日，王守诚发布致全体永辉人的2026新春寄语。王守诚表示，2025年作为新永辉首个三年改革转型开局之年，面对行业变化，公司选择沉下心复盘 不足、学习先进。"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 王守诚在信中向全体员工致 歉。 王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流与销售在2025年 ...

Group 1 - Yonghui Supermarket's CEO Wang Shoucheng announced plans to distribute nearly 50 million yuan in profit sharing to employees by 2025, while also admitting past mistakes in prioritizing scale over core values [1] - The company plans to close nearly 400 low-quality stores and focus on systematically renovating over 300 existing stores, expecting to see growth in both customer traffic and sales by 2025 [1] Group 2 - JD Technology launched a new payment method called "JD AI Pay," allowing users to make payments conveniently and securely using voice commands, integrated with the JD JoyAI model [2] - The service is currently available on the JoyAI App and through smart glasses, enhancing the shopping experience [2] Group 3 - Meituan is distributing New Year gift packages to stable and law-abiding delivery riders, with tens of thousands of riders receiving gifts and cash rewards, including a 10,000 yuan "Dream Cash Voucher" [3] Group 4 - Multiple platforms, including Aldi and Xiaoxiang Supermarket, announced adjustments to service arrangements and delivery fees during the Spring Festival, with additional charges for orders placed during specific dates [6][14] - Sam's Club, Hema, and Dingdong Maicai also confirmed similar adjustments to their delivery fees during the holiday period [14] Group 5 - Coca-Cola reported a revenue of $47.941 billion for the fiscal year 2025, a year-on-year increase of 1.87%, with a net profit of $13.107 billion, up 23.29% [11] - The fourth quarter revenue was $11.8 billion, below the expected $12.03 billion, and the company anticipates a 4% to 5% organic revenue growth for 2026 [11] Group 6 - Shanghai Xiaonan Guo clarified that all its restaurants are temporarily closed for strategic restructuring, ensuring that deposits and prepaid cards can be refunded [12] - The closure aims to streamline operations and allocate resources to core markets to reduce financial losses [12] Group 7 - Sam's Club officially signed a contract to establish a new location in Guangzhou Huangpu Science City, expected to open in 2028 [13] Group 8 - Taobao Flash Sales reported a 347% year-on-year increase in sales related to New Year goods, with orders from third- and fourth-tier cities rising over 580% [15] - The platform introduced a "New Year not closing" service, ensuring high operational rates for partner stores during the holiday [15] Group 9 - Haidilao received over 50,000 reservations for New Year's Eve dining, with more than 1,000 locations operating on that day and over 1,300 returning to normal operations shortly after [16] - The company is also trialing its first pet-friendly themed restaurant in Jiangsu, enhancing dining experiences for pet owners [16]

2月11日，永辉超市CEO王守诚发表新年全员信，坦诚反思公司过去"过度追求规模"的战略失误，并披露2025年已向员工发放近5000万元利润分 红。 王守诚代表公司进行了反思与致歉，"回顾过去，我们坦诚，在追求规模的道路上，曾一度偏离了创业初心，欲望超越了能力，辜负了员工的付出与顾客的 信任。我们已深刻意识到自己的问题，在这里向大家真诚地说一句'对不起'。" 信中披露，时隔五年，永辉再次实现同店客流与销售的双增长。去年是新永辉第一个三年改革转型期的起始之年。永辉启动大规模实质性调改，关停低质门 店近400家，并集中精力对超300家存量门店进行系统性改造，累计面积超过200万平方米。 面对2026年，他指出，永辉超市将聚焦三大"深耕"：一是深耕商品，从采购走向共育，建立品质生态。二是深耕门店，从交易场走向生活场，创造品质生 活。三是深耕组织，从管理职能走向服务功能，成就品质人生。 1月20日晚间，永辉超市发布预亏公告，预计2025年归母净亏损21.4亿元。公司称，业绩亏损主要原因是2025年公司进行了重大的经营战略调整。其中，门 店调改带来的资产报废及一次性投入，以及停业装修产生的毛利率损失，合计超过12亿元。 ...

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, issued a New Year letter reflecting on the company's past mistakes and apologizing for deviating from its original entrepreneurial spirit in pursuit of scale [1][2] - Yonghui Supermarket announced a projected net loss of 2.14 billion yuan for 2025, representing a 45.6% increase in losses compared to the previous year [2] Group 1: Company Strategy and Performance - In 2025, Yonghui Supermarket plans to close nearly 400 low-quality stores and focus on systematically renovating over 300 existing stores, aiming for growth in both customer traffic and sales [1] - The company distributed nearly 50 million yuan in profit bonuses to employees in 2025 [1] - The major reasons for the projected losses include significant strategic adjustments, with 315 stores undergoing deep modifications and 381 stores being closed due to misalignment with future strategic goals [2] Group 2: Financial Impact of Store Adjustments - The financial impact of store adjustments includes approximately 910 million yuan in asset write-off losses and one-time setup costs [2] - Estimated gross profit losses due to store closures and renovations are around 300 million yuan [2] - The costs associated with closing 381 stores include asset write-off losses, employee severance compensation, and lease-related penalties [2]

将企业经营权交给职业经理人，自己保留财务、后勤方面的服务及重大决策方向。 过去几年，他仍深度参与企业事务，包括帮扶步步高（002251）、永辉超市（601933）等调改项目。 本文系观察者网独家稿件，未经授权，不得转载。 2月11日，胖东来创始人于东来在社交平台发文表示，过年后正式退休，将转为顾问，胖东来工作由胖 东来决策委员会主持。 据悉，这并非于东来首次提及退休。 实际上，他早在2023年6月就曾表示"我把精力用在量力而行地去建设、传播生活的理念方面，企业经营 80%放手了"。 他还表示，"这个是放下，而不是放弃，可能等到我死了，依然还在这个企业，还在这个事业的平台 上，放下是对团队最大的信任，相信他们已经长大了，相信他们能做得更好。胖东来在未来的发展过程 当中，可能在10年左右，胖东来的董事长包括总经理到50岁，不管多大的能力都必须下来，基层的每个 分公司经理只要到45岁必须要退下来。" ...

Core Insights - Yonghui Supermarket's CEO Wang Shoucheng outlined the company's strategic transformation achievements and 2026 plans in a New Year letter, highlighting a significant turnaround with a dual growth in same-store traffic and sales for the first time in five years [1] Group 1: Strategic Transformation - The company acknowledged past mistakes in prioritizing scale over core values, admitting to having let down employees and customers [1] - In 2025, Yonghui initiated a large-scale restructuring, closing nearly 400 low-quality stores and focusing on systematic renovations of over 300 existing stores, covering a total area exceeding 2 million square meters [1] - This transformation is described as a major redefinition of operational philosophy and organizational mindset [1] Group 2: Initial Results and Employee Engagement - The dual growth in same-store traffic and sales indicates that returning to a focus on "people and products" can rebuild trust and enthusiasm [1] - The company has begun to implement a profit-sharing model, distributing nearly 50 million yuan in profit dividends to employees in 2025, fulfilling its commitment to share operational success [1] Group 3: 2026 Strategic Focus - For 2026, Yonghui aims to deepen its efforts in three main areas: enhancing product quality, transforming stores into community service hubs, and empowering organizational capabilities [2] - The company plans to upgrade its procurement role to become a "quality enabler," collaborating with 200 core production areas and factories to create a "quality community" and develop 100 flagship products [2] - The transformation of stores will shift from mere transaction points to "lifestyle spaces," including community kitchens and neighborhood lounges [2] - Organizational changes will focus on empowering employees through clearer responsibilities, streamlined processes, increased training, and investment in AI technology [2] - Wang emphasized the commitment to a long-term quality retail strategy, expressing gratitude to the supporting teams, partners, customers, and employees for their contributions [2]

春节临近，水果年货市场热度攀升。新京报消费研究院近日调研发现，车厘子凭借大幅下降的价格和稳 定的品质，成为"顶流"单品；草莓、柑橘、蓝莓等水果礼盒持续热销，"高端"水果更加丰富多元；同 时，呼应小型家庭结构消费需求，组合式、拼盘化礼盒走俏；"质价比""高颜值"也是消费者作出购买决 策的关键因素，使得融入非遗元素、寓意吉祥的精致包装，成为传递心意的重要载体。 业内观点认为，如今消费者不仅对水果的品种、甜度和新鲜度有着严格要求，对"有机""低糖""功能 型"等健康标签也尤为看重，同时对"即食鲜切""开盖即享"等便捷体验的需求持续升温，水果消费市场 已形成品质化、健康化、便利化的鲜明趋势。 同时，阿克苏苹果、赣南脐橙、山东维纳斯黄金苹果等，也凭借地域特色占据年货市场的重要一席。 "顶流"车厘子"量价双优" 近日，新京报记者探访北京新发地农产品批发市场看到，在水果精品区，几乎每家商铺门前都摆放着一 排排的车厘子货架，销售不同规格的车厘子。多家店铺老板在介绍货源时，首先推荐的就是车厘 子。"现在卖得最好的就是车厘子"，一水果商向新京报记者介绍。据他透露，目前车厘子价格较上市早 期大幅下滑，2J规格（2.5kg）是99元 ...

亲爱的永辉家人们: 新岁启封,万象更新。值此农历新年到来之 际,我谨代表公司,向全国每一位永辉战友 和您的家人,致以最诚挚的感谢与最美好的 祝福! 【大河财立方消息】2月11日，永辉超市CEO王守诚发布2026新春寄语，总结了过去一年的调改成果，同 时确立2026年的经营目标。 王守诚文中提到，2025年，是新永辉第一个三年改革转型期的起始之年。他也坦言，"在追求规模的道路 上，曾一度偏离了创业初心，欲望超越了能力，辜负了员工的付出与顾客的信任。我们已经深刻地意识 到了自己的问题，在这里向大家真诚地说一句'对不起'。" 胖东来的帮扶则让永辉超市打开了一扇全新的视窗。王守诚称："我们领悟到，商业的本质不在冰冷的数 字，而在创造有温度的幸福；企业的健康，在于让员工绽放笑容、让顾客收获满意。" 在新理念的促进下，永辉超市开展了大规模的革新。这一年，永辉超市关停低质门店近400家，集中精力 全面系统地调改存量门店超300家，累计进行超200万平米的商业改造。变革之下，永辉超市时隔5年再次 迎来了同店客流与销售的双增长；同时，2025年全年永辉超市累计向员工发放利润分红近5000万元。 面向2026年，王守诚表示永辉超 ...

Group 1 - The fruit market is experiencing a surge in demand as the Spring Festival approaches, with cherries emerging as a top-selling item due to significant price drops and consistent quality [1][3][8] - Consumers are increasingly focused on the quality, health labels, and convenience of fruits, leading to a clear trend towards premium, healthy, and convenient options in the fruit consumption market [2][29][30] - The supply of cherries is expected to increase significantly, with Chilean cherry exports projected to reach 620,000 tons in the 2024/2025 season, a 50% year-on-year increase, primarily targeting the Chinese market [8] Group 2 - Strawberry gift boxes are also popular, with varieties like Dandong Hongyan and Shandong Zhangji strawberries seeing high sales, particularly online during promotional events [10][11] - Citrus fruits are gaining traction in the market, with products like Satsuma mandarins and Guangxi Wogan oranges being frequently restocked in supermarkets [12][15] - The definition of "premium" fruits is expanding, with a wider variety of fruits such as kumquats and cherry plums gaining consumer favor due to their quality and taste [17] Group 3 - The trend of high-quality fruit gift boxes is driven by the needs of smaller family units, with many consumers opting for customized combinations of fruits [22][27] - The aesthetic appeal and cultural significance of fruit packaging are becoming crucial factors in consumer purchasing decisions, with brands focusing on design and meaningful themes [28] - The fruit market is evolving towards a focus on quality, health, and convenience, with consumers willing to pay a premium for organic and nutrient-rich options [29][30][31]