Core Viewpoint - The article discusses the ongoing conflict between Jia Guolong, CEO of Xibei, and Luo Yonghao, a prominent internet celebrity, highlighting the impact of Luo's criticism on Xibei's business and the subsequent legal actions taken by Jia to defend the company's reputation [6][7][19]. Group 1: Impact on Business - Xibei's daily revenue dropped significantly, with a reported decrease of 1 million yuan on September 10 and 11, and an estimated drop of 2 to 3 million yuan on September 12 due to Luo's online attacks [14][19]. - The conflict has led to a drastic reduction in customer traffic, which Jia describes as a "cliff-like decline" [14][33]. - Jia expressed his determination to recover customer trust, stating that he believes loyal customers will return despite the current challenges [19][21]. Group 2: Legal Actions and Responses - Jia confirmed that he intends to pursue legal action against Luo, emphasizing that the decision is not impulsive but a necessary step to clarify the truth [19][20]. - Despite receiving advice to take a more conciliatory approach, Jia remains firm in his decision to confront Luo directly, indicating a strong commitment to defending Xibei's reputation [21][22]. - Jia's approach contrasts with typical customer service responses, as he prioritizes addressing the issue publicly rather than offering apologies or discounts [17][22]. Group 3: Crisis Management - Jia characterized the situation as the largest external crisis Xibei has faced, primarily due to the negative publicity generated by a high-profile individual [28][33]. - He noted that previous crises were mostly internal, related to management or strategic errors, making this external attack unprecedented for the company [33][35]. - Jia believes that overcoming this crisis will ultimately strengthen Xibei's organizational capabilities [34]. Group 4: Clarification on Product Offerings - In response to accusations of serving pre-prepared dishes, Jia clarified that while Xibei employs pre-preparation techniques, it does not serve pre-prepared meals as defined by industry standards [39][45]. - He explained that the company focuses on quality and freshness, using pre-preparation methods to enhance efficiency without compromising on the quality of the dishes served [42][46]. - Jia emphasized the importance of distinguishing between pre-preparation and pre-prepared meals, asserting that Xibei maintains high standards in its food offerings [45][46].

Core Viewpoint - The dispute between Luo Yonghao and Xibei over prepared dishes has escalated, impacting Xibei's business operations and IPO plans for 2026 [2][6]. Group 1: Dispute Details - Luo Yonghao accused Xibei of lying about not having any prepared dishes, stating that there are no national standards yet [2]. - Xibei held an all-staff meeting titled "Xibei's 18,000 Partners vs. Luo Yonghao," emphasizing their stance that they do not offer any prepared dishes [4]. Group 2: Financial Impact - Since the controversy began, Xibei has experienced a significant drop in customer traffic and revenue, with losses of 1 million yuan on September 10 and 11, and an estimated loss of 2 to 3 million yuan on September 12 [6]. - The timing of this dispute is critical as Xibei aims for a high-quality IPO in 2026, with plans for substantial growth from 2023 to 2025 [6]. Group 3: Company Background - Founded in 1988, Xibei started as a small eatery in Inner Mongolia and has grown to over 370 stores across 62 cities, employing around 18,000 people [6]. - In 2023, Xibei achieved a record of over 37.66 million customers and revenue exceeding 6.2 billion yuan [6]. Group 4: Business Diversification - Xibei is exploring diverse business models, including fast food brands like "Jia Guolong Small Pot Beef" and "Jia Guolong Chinese Burger," although some expansion plans have been scaled back [7]. - The takeaway segment has performed well, with "Xibei Quality Takeaway" generating 2 billion yuan in net sales in 2023 [9]. - The retail business, through the "Xibei Kung Fu Cuisine" brand, achieved over 340 million yuan in revenue in 2023, while the children's meal segment saw a 415% revenue increase from 2019 to 2022 [9].

Core Viewpoint - The ongoing dispute between well-known figure Luo Yonghao and the restaurant brand Xibei highlights the challenges of standardization and consumer perception in the industrialization of China's catering industry [2][5]. Group 1: Dispute Overview - Luo Yonghao criticized Xibei for using pre-prepared dishes, calling for transparency regarding the use of such items in restaurants [2][3]. - Xibei's founder, Jia Guolong, responded by stating that the dishes served to Luo's group were not pre-prepared and emphasized the restaurant's commitment to quality and transparency [2][3]. - Xibei announced that all its 370 locations would open their kitchens for customer visits to demonstrate the cooking processes [2][3]. Group 2: Definition and Standards - The definition of pre-prepared dishes is a central issue, with a new regulation set to clarify what constitutes such dishes, excluding certain items like staple foods and those prepared in central kitchens [7][9]. - Consumers generally perceive any dish that is pre-processed and not made from scratch on-site as a "pre-prepared dish," leading to a gap in understanding between consumers and the restaurant industry [9]. Group 3: Market Dynamics and Consumer Sentiment - Xibei has been exploring the pre-prepared dish market since 2019, investing significantly in central kitchen facilities to maintain quality across its numerous locations [10]. - Despite the investment, Xibei faces challenges, including a decline in customer traffic and revenue, attributed to the ongoing public scrutiny and criticism from Luo Yonghao [11][16]. - Consumer resistance to pre-prepared dishes is largely driven by price concerns, with many feeling that the cost does not match the perceived value of such offerings [15][16]. Group 4: Regulatory and Industry Implications - The controversy has prompted discussions about consumer rights, particularly the right to know about the use of pre-prepared dishes in restaurants [12][17]. - The industry is moving towards greater regulation, with national standards for pre-prepared dishes being developed, indicating a shift towards more structured market practices [19].

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei has significantly impacted Xibei's operations, with a notable decline in daily revenue reported by its founder, Jia Guolong [1][3]. Group 1: Company Performance - Xibei currently operates over 370 direct stores and employs more than 18,000 staff, with a reported revenue of 6.2 billion yuan in 2023 [1]. - Jia Guolong indicated that Xibei's daily revenue dropped by 1 million yuan on September 10 and 11, and he estimated a further decline of 2 to 3 million yuan on September 12 [1]. Group 2: Leadership and Strategy - Jia Guolong has returned to the CEO position to initiate frontline changes, marking a significant moment in the company's history as it faces what he describes as the largest external crisis since its establishment [1][3]. - Despite the challenges, Jia expressed a commitment to pursue legal action against Luo Yonghao, emphasizing the importance of defending the company's reputation [3]. Group 3: Product and Market Perception - Jia clarified that while Xibei utilizes pre-preparation techniques in cooking, it does not offer purely pre-made dishes, countering misconceptions about pre-prepared food [3][4]. - He acknowledged that the food industry is moving towards industrialization and standardization, which he believes is a scientific process influenced by various factors such as materials and storage conditions [4]. Group 4: Public Relations and Communication - Jia expressed skepticism about the effectiveness of future public statements, stating that the true measure of success lies in customer experiences at the stores [4]. - Luo Yonghao has actively engaged in the discourse, suggesting that Xibei should clearly label any pre-prepared dishes served in their restaurants [10][11].

Core Insights - The article discusses the challenges faced by the restaurant industry, particularly focusing on the experiences of Jia Guolong, a prominent figure in the sector, and his brand, Xibei. It highlights the impact of external criticism and market conditions on the business's performance and strategy. Group 1: Company Challenges - Jia Guolong expressed concerns about the difficulties faced by Xibei, stating that 2024 is the toughest year since the company's inception, with average sales down approximately 10% [10][14] - The overall restaurant industry is experiencing a slowdown, with national dining revenue growth at 6.6% for the first eight months of 2024, marking the lowest growth rate in nearly a decade [11] - Negative publicity, such as the incident involving Luo Yonghao, has directly affected Xibei's business, leading to a significant drop in online orders and customer traffic [14] Group 2: Strategic Decisions - Despite previous failures in launching multiple fast-food brands, Jia Guolong has decided to refocus on the main brand, Xibei, and discontinue unprofitable ventures [13][14] - The company achieved a record revenue of 6.2 billion in 2023, indicating a recovery from the pandemic's impact, but future growth remains uncertain [8][10] - Jia Guolong's vision for global expansion remains, but the challenges in achieving a profitable business model for new ventures have hindered progress [9][10] Group 3: Industry Context - Competitors in the restaurant sector are adapting by exploring new business models, such as franchising and lowering prices to attract customers [11][13] - The overall market dynamics are shifting towards more rational consumer spending, which poses additional challenges for premium brands like Xibei [14] - The article emphasizes the need for the restaurant industry to innovate and adapt to changing consumer preferences and economic conditions [11][13]

Core Viewpoint - The ongoing confrontation between Luo Yonghao and the restaurant brand Xibei has escalated, with Luo advocating for transparency in the prepared food market to protect consumer rights [1][3]. Group 1: Company Actions - On September 12, Xibei held a "battle mobilization meeting" involving 18,000 partners to address the situation with Luo Yonghao [3]. - Xibei confirmed that the meeting was conducted to encourage frontline staff to continue providing quality service and to express gratitude for their efforts [3]. Group 2: Company Background - Xibei operates over 370 direct-operated stores and employs more than 18,000 staff members [6]. - The company's revenue for 2023 is reported to be 6.2 billion yuan [6].

Core Viewpoint - The ongoing controversy surrounding the comments made by internet celebrity Luo Yonghao about the restaurant chain Xibei has sparked significant public discussion and reactions from industry figures like Yu Donglai, the founder of Pang Donglai [1][12]. Group 1: Reactions from Industry Figures - Yu Donglai expressed gratitude towards brands like Xibei and Haidilao for providing reliable dining options, stating that "nothing is perfect" [1][2]. - Following the backlash from his comments, Yu Donglai's Douyin account was set to private, requiring approval for new followers [1][6]. - Despite the criticism, Yu Donglai maintained his support for Xibei, emphasizing that every company faces management and operational challenges, and expressed confidence in Xibei's commitment to improving product quality and customer satisfaction [7][9]. Group 2: Background of the Controversy - Luo Yonghao criticized Xibei for serving mostly pre-prepared dishes during a recent visit, calling for legislation to require restaurants to disclose the use of such dishes [12]. - In response, Xibei's founder, Jia Guolong, defended the restaurant, asserting that none of the dishes served to Luo were pre-prepared and that they adhere to strict preparation standards [12]. - Xibei announced plans to pursue legal action against Luo Yonghao for his claims, which they deemed false [12].

近日，罗永浩与西贝餐饮集团之间围绕"预制菜"定义的争议持续发酵。大众讨论焦点逐渐转向 餐饮预制菜使用透明度与消费者知情权上。 贾国龙："我现在陷入自证清白循环" 在相关话题多次登上热门话题后，西贝创始人、董事长贾国龙最新发声。 9月12日，贾国龙接受《中国企业家》专访，他表示"我现在陷入自证清白循环"。 在罗永浩的 连番攻势下，西贝的营业额下降，客流断崖式减少。贾国龙透露："11日和10日所有门店加起 来，日营业额分别掉了100万元，12日我估计会掉200万元到300万元。" 在采访中，针对社会上对预制菜存在的焦虑情绪，贾国龙认为，"预制工艺不是预制菜。所有 的菜都需要用到预制工艺，需要提前做，无非是在什么状态、用什么原料、工艺、调味品做。 越是好的菜越要提前做，比如鱼翅、鲍鱼，得提前好几天发制，红烧肉也得提前十几个小时 做。出餐效率、标准化程度越高的餐饮企业，预制程度越高。" 针对记者提出的"所以西贝有预制工艺，但是没有预制菜？"贾国龙直言："对，可以这么说。 很难说哪家餐厅没有预制工艺，做任何一道菜都需要预制。预制是提前加工、预加工，比如把 毛菜预制成净菜，也是预制。" 从目前的局面来看，双方都选择针锋相 ...

据潇湘晨报，9月13日，胖东来集团创始人于东来删除了相关力挺西贝的抖音内容，并将个人账号设为 私密状态。 就在前一天，于东来就西贝与罗永浩之间预制菜舆论风波发声称，"任何事没有完美，感谢西贝、海底 捞等品牌企业可以让我找到相对放心可口吃饭的地方。"随后，于东来在评论区对发文原因进行解 释，"因为正义，因为做一个不错的企业、企业家和企业团队付出的心血太不容易了！可建议、可以理 解、可以促使企业改进完善，但不能让企业家灰了心！" ...

Core Viewpoint - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, removing a total of 20 stocks, including Jiumaojiu (09922.HK) [1][2] Group 1: Company Performance - Jiumaojiu reported a decline in both revenue and net profit for the first half of the year, with revenue of 2.753 billion yuan, down 10.14% year-on-year, and a net profit of 60.69 million yuan, down 16.05% [2][5] - The company's main revenue sources, including Taier Suancaiyu, Song Hotpot, and Jiumaojiu Northwest Cuisine, all experienced revenue declines during the reporting period [3] - Taier Suancaiyu's revenue was 1.949 billion yuan, a decrease of 13.3% year-on-year, with its contribution to total revenue dropping from 73.4% to 70.8% [3] Group 2: Operational Adjustments - Taier Suancaiyu has launched a "5.0 Fresh Model" to address declining sales, focusing on fresh ingredients and restaurant renovations [3][4] - The number of Taier restaurants decreased from 612 to 547, impacting same-store sales [3] - The company opened 10 new restaurants in the first half of the year, a significant slowdown compared to 59 new openings in the same period last year [4] Group 3: Market Sentiment and Future Outlook - The company closed 88 restaurants in the first half of the year due to lease expirations and underperformance [5] - Analysts have revised Jiumaojiu's net profit forecasts for 2025-2027 down to 100 million yuan, 110 million yuan, and 130 million yuan, respectively, and lowered the target price from 3.7 HKD to 3 HKD [5] - As of September 12, Jiumaojiu's stock closed at 2.31 HKD, down 0.43%, with a total market capitalization of 3.2 billion HKD [6]