1月15日，社交平台流传一份西贝内部会议资料及闭店清单，称西贝将一次性关闭全国102家门店，占其门店总数约30%。据中 国新闻周刊报道，西贝创始人贾国龙今日回应称，相关闭店消息属实。 天眼查工商信息显示，西贝关联公司内蒙古西贝餐饮集团有限公司成立于2017年10月，法定代表人为贾国龙，注册资本约8990 万人民币，经营范围含餐饮服务、食品生产、食品互联网销售、食品销售、餐饮管理、普通货物仓储服务、以自有资金从事投 资活动等。股东信息显示，该公司由北京西贝企业管理有限公司、贾国龙、呼和浩特市人生喜悦企业管理中心(有限合伙)等共同 持股。对外投资信息显示，该公司直接持股近190家企业，其中150余家企业为存续状态，30余家企业已注销。 据西贝官网介绍，截至2025年3月，西贝拥近400家直营门店，遍布中国近60个城市，员工2万余人。2025年9月，西贝遭遇"预制 菜风波"，贾国龙称之为西贝成立以来最大的一次外部危机。 | | 青公司 什用的感觉着到了用 | 整家版 青关系 膏风尚 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | ...

Core Viewpoint - Xibei is facing significant challenges, leading to the decision to close 102 stores, which represents 30% of its total locations [1][3]. Group 1: Store Closures - Xibei confirmed the closure of 102 stores, which is 30% of its total outlets [1]. - The decision to close stores is linked to the severe impact of the pre-made food incident in September 2025, marking the biggest challenge since the company's inception [3]. Group 2: Financial Performance - During the peak of the crisis, customer traffic across the nation plummeted by 45%, resulting in substantial financial losses and significant cash flow pressure [3]. - Despite efforts to adjust product offerings and implement promotional strategies, the customer traffic has not returned to previous levels, necessitating the store closures [4]. Group 3: Menu and Pricing Strategy - By November 2025, Xibei systematically adjusted the prices of 30-40 menu items, with an average reduction of approximately 20% [4]. - A customer recall initiative was launched, including promotions such as "spend any amount to receive a 100 yuan voucher" and "buy 50, get 50," along with daily half-price dishes on delivery platforms [4].

2025年9月，西贝遭遇"预制菜风波"，贾国龙称之为西贝成立以来最大的一次外部危机。同年12月，贾国龙在接受媒体采访时表示："我认 错，我向顾客认错，我向员工认错，也向我自己认错。" 据悉，西贝去年持续发放大额消费券，累计金额超3亿元。在最近的一次专访中，贾国龙表示，2026年1月，门店生意同比下滑50%。 据中国新闻周刊， 近日， 网传西贝会议中称将一次性关闭全国102家门店，占门店总数的30%。1月15日，西贝餐饮创始人贾国龙确认了该消息属 实。 ...

广州珠江新城一带，霸碗的3家门店，单月外卖量稳定在3000单左右；午饭时段的北京望京，农耕记门 前总有外卖小哥排长队取餐；深圳科兴科技园周边，德天顺、帝晚湘味一字排开，密度几乎不输奶茶 店。 刚过去的2025年，"最强牛马饭"的王座，悄悄完成了一次交接。 猪脚饭退居二线，盖码饭登堂入室。 这种"把现炒的肉菜直接盖在白米饭上"的组合，原本是湖南的快餐江湖里最常见的存在。谁也没想到， 它会在短短几年里，一跃成为北上广深打工人的新宠。 《中式米饭快餐品类发展报告》显示，盖码饭所属的中式米饭快餐市场中，有高达58.3%的消费者是上 班族。 某种程度上，盖码饭，已经不再只是食物，而是"上班"本身的一个具象化符号。社交平台上，网友自嘲 玩梗： "月薪3000，也能天天吃两菜一饭，除了爸妈，也就盖码饭会这么富养我。" 资本自然不会错过这股情绪与需求叠加的浪潮。 被称为"盖码饭头部品牌"的霸碗，2018年才创立，短短7年内门店数便超过1100家，跻身千店俱乐部， 规模直逼老乡鸡。耿大叔、状元派等盖码饭品牌，均在3-5年内迈过500店规模门槛。 年轻的打工人们，到底着了盖码饭的什么魔？ "吃快一点" "加个班吧。"在外卖平台下 ...

从罗永浩微博怒怼西贝，到事件发酵网友群情激奋；从贾国龙道歉整改，到华与华再次挑起争端；每当我们以为这场旷日持久的预制菜之争终于要落下帷 幕的时候，总有"抓马"续集再次上演。 这两天，老罗放出了与华杉的对话录音——的文件名：damocles071125463681。虽未透露何时公布细节，但这文件名却耐人寻味。 效率的共谋： 商场为何成为预制菜的温床 某种程度上说，预制菜能走进大众餐桌，离不开商场的推波助澜，但如今这份效率共谋正在变成反噬自身的生存陷阱。 面对激烈的市场竞争，商场不断抬高餐饮业态占比，频繁更换餐饮品牌已拉动客流。而要在短期内完成招商，能够标准化复制、快速落地的连锁餐饮品 牌，自然成为了更稳妥的选择。 damocles意思是达摩克里斯，寓意是权力与幸福背后，往往潜藏着与之相伴的风险与危机。那么这把达摩克里斯之剑，这次又是指向谁？ 如果观察从9月开始的舆论风波，你会发现——品牌方反应果断：有些选择正面回应，坦诚成本结构与经营现实；有些趁势营销现炒优势，主打身正不怕 影子斜；还有些连夜改了招牌，怕自己成为下一个舆论焦点。 消费者更是踊跃参与：评论、转发、站队，个人情绪与用餐体验不断被放大，让预制菜从一个 ...

Core Points - The recent controversy involving Luo Yonghao and the restaurant brand Xibei has resurfaced, particularly regarding a salary increase for Xibei employees, which has drawn attention on social media [1][3] - Hua Shan, founder of marketing consultancy Hua Yu Hua, claimed that Xibei is being "schemed against," leading to further disputes with Luo Yonghao threatening to release recordings if no public apology is made by Hua Shan [1][4] Group 1: Company Background - Xibei has been collaborating with Hua Yu Hua since 2013, with Hua Yu Hua providing significant branding and marketing strategies, including the creation of the "I♥莜" symbol and the simplification of Xibei's menu from over 100 dishes to 44 [4][5] - Hua Yu Hua has charged Xibei over 60 million yuan in consulting fees over the past decade, averaging more than 6 million yuan annually [5] Group 2: Recent Developments - Luo Yonghao previously criticized Xibei for serving mostly pre-packaged dishes, which led to a public backlash against the brand [4] - Hua Shan has not yet responded to Luo Yonghao's accusations, and his social media account has been set to private, preventing further comments [5]

Core Viewpoint - The recent controversy involving entrepreneur Luo Yonghao and the restaurant brand Xibei has reignited discussions about the pre-made food industry in China, highlighting issues of consumer rights and public relations within the sector [1][4]. Group 1: Controversy Background - Luo Yonghao criticized Xibei for serving pre-made dishes at high prices, which led to a significant public backlash against the restaurant [5]. - Xibei's founder, Jia Guolong, expressed feeling "hurt" by the criticism and announced intentions to sue Luo Yonghao [5]. - The controversy escalated with Luo emphasizing the importance of consumer rights and Xibei's subsequent decision to open its kitchens for public inspection [5][6]. Group 2: Financial Impact - Following the criticism, Xibei experienced a drastic decline in customer traffic, with daily revenues dropping by 1 million yuan on September 10 and 11, and an estimated decrease of 2 to 3 million yuan on September 12 [6]. - The financial repercussions of the controversy have been significant, affecting Xibei's overall business performance [6]. Group 3: Marketing and Consulting Relationships - Xibei has been working with the marketing consulting firm "Hua Yu Hua" since 2013, which has played a crucial role in its branding and marketing strategies [6]. - The collaboration has been financially substantial, with Hua Yu Hua reportedly receiving over 60 million yuan in consulting fees over ten years, averaging more than 6 million yuan annually [6].

Core Viewpoint - The recent controversy involving entrepreneur Luo Yonghao and the restaurant brand Xibei has reignited discussions about the pre-made food industry and its implications for consumer rights and brand reputation [1][4]. Group 1: Controversy Overview - Luo Yonghao criticized Xibei for serving pre-made dishes at high prices, leading to a public backlash and a significant drop in customer traffic and revenue for Xibei [5]. - Xibei's founder, Jia Guolong, expressed feelings of being unfairly targeted and announced plans to sue Luo Yonghao for defamation [5]. - The marketing consulting firm Huayi Huayi, which has worked with Xibei for a decade, became involved in the dispute, with its founder Huashan defending Xibei and labeling Luo as a "network black mouth" [5][6]. Group 2: Financial Impact - Following the controversy, Xibei experienced a drastic decline in customer traffic, with daily revenue dropping by approximately 1 million yuan on September 10 and 11, and an estimated decrease of 2 to 3 million yuan on September 12 [5]. - The long-term partnership between Xibei and Huayi Huayi has been financially significant, with over 60 million yuan in consulting fees paid over ten years, averaging over 6 million yuan annually [6]. Group 3: Industry Context - The incident highlights the growing scrutiny of the pre-made food sector in China, as consumer awareness and demand for transparency increase [5]. - The controversy reflects broader challenges within the restaurant industry regarding quality perception and consumer rights, particularly in the context of rising operational costs and competitive pressures [5][6].

Group 1 - The controversy involving entrepreneur Luo Yonghao and the restaurant brand Xibei has resurfaced, with comments from Hua Shan, founder of marketing consulting firm Hua Yu Hua, defending Xibei's employee salary increase and suggesting that the brand is facing malicious attacks [1][3] - Luo Yonghao responded to Hua Shan's comments with a series of questions and a threat to release recordings if no public apology was made by Hua Shan by a specified deadline [1][3] - The initial controversy began on September 10, when Luo Yonghao criticized Xibei for serving expensive pre-packaged meals, leading to a significant drop in customer traffic and sales for the restaurant [3][4] Group 2 - Following Luo Yonghao's comments, Xibei's daily revenue dropped by approximately 1 million yuan on September 10 and 11, with an expected decrease of 2 to 3 million yuan on September 12 [4] - Hua Yu Hua, founded in 2002, has been a long-term marketing partner for Xibei, having received over 60 million yuan in consulting fees over ten years, with an average annual fee exceeding 6 million yuan [4] - As of now, Hua Shan has not publicly responded to Luo Yonghao's accusations, and Xibei has also remained silent on the matter [4]

Core Insights - Xibei has implemented a nationwide price reduction for over 40 dishes, with an average decrease of nearly 20% since early October [2][3] - The company has also initiated various promotional activities to attract customers, including issuing cash vouchers and offering discounts [4] Price Adjustment - Xibei's price reduction affects 70%-80% of menu items at individual locations, with specific dishes seeing price drops of 16.81%, 11.24%, and 10.34% [3] - The price adjustments were a response to negative publicity following the "pre-made dish incident" in September [3] Employee Support - In light of the negative impact on frontline employees due to public backlash, Xibei has introduced a "compensation award" and is providing psychological counseling [3] - Since September, Xibei has increased salaries for frontline employees by an average of 500 yuan per month and is considering further salary enhancements [3] Customer Engagement - Xibei launched the "Xibei Treats You to Dinner" campaign, offering 100 yuan vouchers to customers, followed by a new promotion where customers receive vouchers based on their spending [4] - As a result of these initiatives, overall customer traffic increased by approximately 5% compared to the same period last year, with 70% of participants being repeat customers [4] Store Operations - Despite the promotional efforts, Xibei has closed nearly 10 stores since October, while planning to open 8 new locations by the end of December [4] - The company emphasizes that opening and closing stores is a normal part of restaurant operations and is based on business performance [4]