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永辉超市遵义调改首店开业 全国胖东来模式调改门店规模扩至69家
Zheng Quan Shi Bao Wang· 2025-04-30 10:23
Core Insights - Yonghui Supermarket has launched its first store under the "Fat Donglai" model in Zunyi, which serves as a nationwide prototype for store renovations, focusing on comprehensive upgrades in product structure, shopping environment, and service systems [1] Group 1: Store Renovation and Product Strategy - The store has eliminated nearly 70% of its products, reducing from 20,543 items to 8,374, while introducing 4,345 new products, achieving an 80% similarity in product structure with the Fat Donglai model [1] - The proportion of imported products has increased to 12%, creating a competitive edge through a combination of local characteristics, quality selection, and similar offerings to Fat Donglai [1] - In the fresh food section, the store has implemented targeted planting partnerships to shorten the supply chain and reduce waste, while also enhancing customer trust through packaged fresh products [3] Group 2: Customer Experience Enhancements - The store layout has been redesigned, with shelf heights reduced from 2.4 meters to 1.6 meters and main aisles widened to 2.4 meters, improving visibility and customer comfort [3] - Various customer-friendly features have been introduced, such as labeling bulk food items with weight estimates and providing isolation bags for separating products [3] - Service upgrades include customized offerings at the meat counter, live fish services in the seafood section, and free cleaning and cutting for fruits, alongside strict freshness control policies [3] Group 3: Employee Welfare and Corporate Strategy - The store has increased its staff from 75 to 180, with an average salary rise to 4,000 yuan, and benefits such as 10 days of paid annual leave after one year of service [4] - The renovation reflects Yonghui's commitment to enhancing employee happiness and motivation, which is integral to the Fat Donglai model [4] - Yonghui aims to deepen its involvement in regional economic value reconstruction through localized development and quality retail strategies, aspiring to become a national supermarket better suited for mainstream Chinese families [4]
买7.96元商品被收8元 永辉超市被指“反向抹零”!胖东来也救不了?
Bei Jing Shang Bao· 2025-04-29 05:28
Group 1 - Consumers have reported being charged more than the marked price at Yonghui Supermarket, indicating a practice of "reverse rounding" where prices are rounded up without prior consent [2][4][6] - The legality of "rounding up" practices is questioned, as it may violate consumer rights laws if done without consumer agreement [6] - Yonghui Supermarket's practice of "reverse rounding" has been described as price fraud, potentially leading to regulatory penalties and refunds [6] Group 2 - Yonghui Supermarket reported a revenue decline of 14.07% in 2024, with a net loss of 1.465 billion yuan, which is an increase in losses compared to the previous year [8][9] - In Q1 2025, the company experienced a 19.32% drop in revenue year-on-year, with a significant 79.96% decrease in net profit [8] - The company is undergoing a transformation by adopting the "Fat Donglai" model, with plans to convert over 300 stores by early 2026, aiming for improved sales performance [8][9]
风暴中的贝壳,当学胖东来
3 6 Ke· 2025-04-28 10:23
Core Viewpoint - The controversy surrounding the high executive salaries at Beike has intensified public scrutiny, particularly in light of the company's fluctuating profits and the significant income disparity between executives and employees [1][3][20]. Executive Compensation - Beike's CEO and major shareholder, Peng Yongdong, has a reported salary of 400 million RMB for 2024, while co-founder Shan Yigang earns 299 million RMB, which is significantly higher than typical executive compensation in other companies [1]. - Over the past four years, Peng's salary has increased from 8.478 million RMB to 400 million RMB, while Shan's has risen from 6.853 million RMB to 299 million RMB [1]. - The company's net profit has been volatile, with losses in 2021 and 2022, a recovery in 2023, but a projected decline of 30% in 2024 [1][20]. Public Reaction and Employee Concerns - The public's focus has shifted from executive salaries to the relationship between executive compensation, company profits, and employee wages, especially given that Beike employs nearly 500,000 agents with an average annual income of 74,200 RMB [3][9]. - The disparity in income is stark, with Peng's salary being approximately 5,399 times that of the average agent [3]. - Discussions around labor relations have been reignited, highlighting the need for better employee compensation and welfare [3][9]. Corporate Response - In an attempt to mitigate the backlash, Beike announced that Peng would donate 9 million shares, valued at approximately 440 million RMB, to support healthcare for industry workers and rental assistance for graduates [1][17]. - However, this gesture has not significantly alleviated public concern regarding the income gap and the company's treatment of its employees [3][9]. Business Performance and Strategy - Beike's revenue is primarily derived from five business segments, with the core business of existing home transactions seeing a decline in profit margin from 47.2% to 43.2% in 2024 [20][22]. - The company has been actively seeking new growth avenues, introducing a "one body, three wings" strategy to expand into home decoration and rental services, which contributed approximately 31.6 billion RMB in revenue, a 64.2% increase year-on-year [22]. - Despite these efforts, the overall profitability remains a concern, and the company faces pressure to stabilize both its financial performance and employee morale [22][23].
永辉超市2024年营收675.74亿元 聚焦门店调改与供应链升级
Zheng Quan Shi Bao Wang· 2025-04-25 12:59
Core Insights - Yonghui Supermarket reported a total revenue of 67.574 billion yuan for the year 2024, with a net profit attributable to shareholders of -1.465 billion yuan. In Q1 2025, the revenue was 17.479 billion yuan, with a net profit of 148 million yuan [1] - The company is undergoing a strategic transformation, focusing on the "Pang Donglai" model adjustment, store optimization, and supply chain innovation, marking a critical phase in the "Quality Yonghui" reform [1] - As of the end of March 2025, 41 "steady-state stores" (stores open for more than three months) achieved a cumulative net profit of 14.7 million yuan [1] Store Transformation and Performance - Yonghui Supermarket has completed the transformation of 61 stores under the "Pang Donglai" model, with expectations to exceed 124 transformed stores by June 2025 and a target of 300 stores before the Lunar New Year in 2026 [1] - The next 12-18 months are anticipated to be a concentrated release period for the results of the reform, driven by an increase in the proportion of transformed stores and deepening supply chain reforms [1] Supply Chain Strategy - At the 2025 Global Supplier Conference, the company emphasized a supply chain upgrade strategy focusing on core suppliers, core big products, and long-termism, while opposing frequent changes in suppliers [2] - Yonghui Supermarket has initiated a "15-day rapid shelving" green channel for export-restricted enterprises, providing brand promotion and new product development support [2] - As of April 22, 2025, the company has entered procurement discussions with over 300 quality supply chain enterprises, including many Chinese manufacturers supplying to U.S. supermarkets [2] Future Development Strategy - The company remains committed to the "Pang Donglai" model and quality retail strategy, aiming to create a national supermarket more suitable for mainstream Chinese families [3] - The focus will be on core big products, with a goal to incubate 100 billion-level products in collaboration with suppliers, establishing itself as a quality choice [3]
于东来“打脸”永辉高管,为了保护胖东来
半佛仙人· 2025-04-04 03:37
Core Viewpoint - The article discusses a recent incident where Yu Donglai interrupted a speech by a senior executive of Yonghui Supermarket, emphasizing the need for clear boundaries between his brand, Pang Donglai, and Yonghui, highlighting the importance of employee treatment in business operations [2][3][9][11]. Group 1: Incident Overview - Yu Donglai's interruption was a direct response to Yonghui's claims about employee management, showcasing a clear stance on the differences between his approach and Yonghui's practices [2][3][9]. - The incident reflects ongoing tensions between Yonghui and Pang Donglai, with Yonghui frequently referencing Pang Donglai's model without fully adopting its principles, particularly regarding employee compensation [5][7][11]. Group 2: Implications for Business Practices - The interruption served as a public declaration that Yonghui's success should not be attributed solely to Pang Donglai's influence, especially when employee wages are not aligned with profitability [9][10][11]. - Yu Donglai's actions are seen as a protective measure to maintain the integrity of the Pang Donglai brand, preventing potential reputational damage from Yonghui's practices [11].
于东来质问永辉店:你月赚200万元,为何不涨工资?
凤凰网财经· 2025-04-03 14:58
来源:每日经济新闻 永辉超市"学习胖东来"调改正在火热进行中。 4月2日,永辉上海第二家"学习胖东来"调改店——浦江万达广场店焕新开业。紧随其后,4月3日,永辉西安第五家调改店落子未央区大明宫万达广场。至 此,全国调改门店规模扩至49家。 相关负责人介绍,预计在今年年中调改门店将达100家,全年达200家。未来,永辉超市将坚定走胖东来模式的品质零售路线,成为更适合中国主流家庭的 国民超市。 值得注意的是,4月3日永辉超市股价涨停,目前总市值463亿元。 01 "吓人,感觉全上海人都去了!" 货架被抢空,一度限流 据看看新闻Knews报道,继金山万达店之后,永辉超市上海第二家"学习胖东来"自主调改店浦江万达广场店 ,4月2日焕新开业,人气爆棚。 社交平台上,不少市民表示: 一早就排队限流了 感觉全上海人都去了…… 顾客说:"超出我的想象,胖东来这个名气太响了。" 不少顾客一进店,直奔胖东来产品专区,吃的用的,塞满了购物车。 早上八点,浦江万达广场门口,顾客陆续聚集,不少人是冲着胖东来的名头而来的。 一名顾客说:"太仓坐高铁过来,到虹桥坐地铁过来的,看一下这个胖东来。" 另一名顾客表示:"我是河南的,家乡的店,有 ...
“赌徒”叶国富,壮士断腕!或关闭350家永辉超市
商业洞察· 2025-03-27 10:49
奉守"专业主义,内容为王",为优质的商业阅读而生。多次获评"年度财经自媒体",入选胡润百富"广 州最值得投资的企业"榜单50强,广州市新阶联自媒体分会副会长单位,入驻全网20多个平台,覆盖 1000万+商务人群,中国财经新媒体的中坚力量之一。 作者:海棠葉 以下文章来源于无冕财经 ,作者无冕财经团队 无冕财经 . 一场股东会后,永辉超市变了天。 任职3年多的CEO未能连任,还没当上非独董;原创始人的反对票也于事无补,董事会结构失 衡;250-350家门店将被关停......3月20日,永辉超市用一纸公告宣布叶国富"代理"CEO,公司 改朝换代进入"叶国富时代"。 拯救永辉、打造成零售行业新标杆,从以往的创办名创优品到如今的执掌永辉超市,叶国富的每 一步都充满野心和赌性。 "我是带着真金白银和一颗真心,跟大家一起来做永辉的。我现在是永辉第一大股东,我比任何人 都希望永辉越来越好。"内斗落幕,叶国富磨刀霍霍"致敬"胖东来。 来源:无冕财经(wumiancaijing) 但这条路,连胖东来都还在摸索。 01 CEO闪电出局 叶国富在不断加强对永辉超市的话语权。 去年9月,名创优品子公司斥资62.7亿元,收购永辉超市 ...
今年关店300家的永辉超市,管理层该不该“一言堂”?
新浪财经· 2025-03-24 01:12
Core Viewpoint - Yonghui Supermarket is undergoing significant internal changes, with a shift in leadership and strategy aimed at addressing substantial financial losses and operational inefficiencies [1][5][6]. Group 1: Leadership Changes - The Shanghai Stock Exchange issued a regulatory letter to Yonghui Supermarket regarding internal governance issues, leading to the board's decision to authorize a reform leadership group to act in place of the CEO [1][3]. - The new leadership group is led by Ye Guofu, the chairman and CEO of Miniso, who has taken control of the company's management, sidelining the original "Yonghui faction" [3][4]. - Former CEO Li Songfeng's absence from the new executive list and his failure to secure a board position highlight the internal power struggle and the shift in control to the "Miniso faction" [4][5]. Group 2: Strategic Reforms - Yonghui plans to close 250-350 underperforming stores by 2025, with an aggressive strategy to revamp its operations and focus on smaller, quality community supermarkets [9][12]. - The company is expected to incur a net loss of 1.4 billion yuan in 2024, contributing to a total loss exceeding 10 billion yuan over four years [9][12]. - Ye Guofu aims to combine the successful elements of the "Pang Donglai" model with the Sam's Club approach, indicating a strategic pivot towards enhancing customer experience and operational efficiency [9][12]. Group 3: Market Reactions and Challenges - Analysts express mixed views on Yonghui's leadership changes, suggesting that a more centralized decision-making process could benefit the company [7]. - The initial success of the store revamps is questioned, with concerns about the sustainability of customer interest and sales performance in the long term [11][12]. - The reform leadership group is focusing on organizational, operational, and supply chain transformations, with a goal of increasing the sales contribution from private label products to 40% [12].
叶国富“夺权”永辉
凤凰网财经· 2025-03-21 13:44
以下文章来源于字母榜 ,作者张琳 字母榜 . 让未来不止于大 来源|字母榜 作者|张琳 编辑|谭宵寒 斥资62.7亿元,成为永辉超市第一大股东半年后,叶国富曲线接手永辉。 3月17日,永辉超市换届选举董事会非独立董事,叶国富被提名进入董事会。永辉超市原董事、CEO李松峰却从永辉这轮斗争中出局。 有趣的是,叶国富并未直接接任或任命新的CEO,而是另起炉灶——永辉超市新成立了改革领导小组,叶国富担任组长,领导永辉改革的叶国富,成了正 在全球招募CEO的永辉的"事实CEO"。 对于叶国富的这一系列操作,永辉超市董事张轩宁投出了反对票,"当前高级管理议案中未涉及CEO安排,这令人深感忧虑。" 如果分析下永辉超市的股权结构,便可以理解叶国富为何要曲线接手永辉了。 "永辉超市目前是一家没有实际控制人的公司,未来会不会有,现在还没有办法准确回答"。永辉超市创始人张轩松在会上的回应,多少透露出永辉内部正 在进行的管理权争夺战。 叶国富虽是永辉超市最大股东,持股比例为 29.4%,但并非实际控制人。创始人张轩松和张轩宁两兄弟股份之和不及叶国富,另外两人也并非一致行动 人。 这种分散的股权结构使得公司在决策权力上缺乏单一主导力量 ...
叶国富「夺权」永辉
36氪· 2025-03-20 10:50
Core Viewpoint - The article discusses the ongoing power struggle and management changes at Yonghui Supermarket, particularly focusing on Ye Guofu's acquisition and reform plans after becoming the largest shareholder, while highlighting the challenges faced by both Yonghui and Miniso in the retail sector [1][6][28]. Group 1: Management Changes and Power Struggle - Ye Guofu was nominated to the board of Yonghui Supermarket, while former CEO Li Songfeng was ousted, leading to concerns about the lack of a clear CEO arrangement [2][3][15]. - Yonghui's ownership structure lacks a single controlling entity, which has contributed to the internal power struggle [4][5][10]. - The board's composition has shifted, with Miniso's influence growing, as they now hold three out of six non-independent director seats [14][21]. Group 2: Financial Performance and Challenges - Yonghui Supermarket is facing significant financial difficulties, with an expected loss of 1.4 billion yuan for 2024 and a high debt ratio of 87.06% [6][24]. - Despite the implementation of the "Fat Donglai model" and store renovations, the financial results have not yet reflected the improvements, as the company continues to close underperforming stores [7][25][28]. - Miniso's acquisition of a 29.4% stake in Yonghui for 6.27 billion yuan was the largest single acquisition in China's retail sector in recent years, but it has led to cash flow concerns for Miniso [6][26][28]. Group 3: Reform Plans and Future Strategies - Ye Guofu has proposed a significant reform plan for Yonghui, including the renovation of approximately 200 stores and the closure of 250-350 stores by 2026 [7][23]. - The reform strategy aims to enhance efficiency and reduce costs through a "three increases and two decreases" approach, focusing on improving employee productivity, performance, and gross profit while lowering costs and expenses [23][25]. - Collaboration between Miniso and Yonghui is expected in areas such as private label development and supply chain design, although specific measures have yet to be disclosed [25][26].