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战略和经营模式转型
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反向抹零,永辉咋想的
盐财经· 2025-05-01 09:35
Core Viewpoint - Yonghui Supermarket has acknowledged operational shortcomings following a "reverse rounding" cash payment issue, leading to a commitment to improve service standards and rectify management practices [2][3][6] Group 1: Incident and Response - Yonghui Supermarket's "reverse rounding" issue was reported by a customer who experienced being charged 8 yuan for a product priced at 7.96 yuan, without prior notice of the rounding policy [8] - The company announced a new policy effective April 29, 2025, where all cash payments will round down to the nearest whole number, ensuring customers do not pay more than the marked price [3][6] - A compensation program was initiated, offering customers ten times the difference for any rounding discrepancies, with a specific case highlighted where a customer received 1000 yuan as a thank-you for reporting the issue [3][7] Group 2: Financial Performance - Yonghui Supermarket reported a revenue of 67.574 billion yuan in the previous year, a decrease of 14.07% year-on-year, and a net loss of 1.465 billion yuan, which is an increase in losses compared to the previous year [10] - The company has faced continuous losses for four consecutive years, with total losses exceeding 9.5 billion yuan from 2021 to 2024 [10] - In the first quarter of 2025, Yonghui's revenue was 17.479 billion yuan, down 19.32% year-on-year, with a net profit of approximately 148 million yuan, a decline of 79.96% [11]
标价7.96元实收8元,多地门店“反向抹零”?永辉超市回应:情况属实,拟整改
Core Viewpoint - The recent issue of "reverse rounding" at Yonghui Supermarket has raised significant consumer concerns, leading to a company-wide policy change to ensure fair cash transactions [1][3]. Group 1: Incident Overview - Yonghui Supermarket acknowledged the existence of "reverse rounding" practices in several non-adjusted stores across cities like Chongqing, Hebei, and Beijing, confirming customer complaints about the Chongqing Jinyuan Times store [1]. - The company has implemented a new policy since April 29, mandating that cash payments round down to ensure customers do not pay more than the marked price [1]. Group 2: Consumer Complaints - A specific incident involved a customer, Mr. Liu, who was charged 8 yuan for a product priced at 7.96 yuan due to the store's rounding policy, which was not disclosed beforehand [1][2]. - Systematic occurrences of this issue were found in various Yonghui stores in Chongqing, where customers were charged higher amounts than the listed prices for items with non-integer pricing [2]. Group 3: Legal and Ethical Implications - The supermarket's practice of "reverse rounding" has been deemed potentially illegal, as it violates consumer rights by not informing customers of the pricing method used [3]. - The lack of transparency in pricing practices reflects a broader issue of trust and legal awareness among some retailers, undermining consumer rights [3]. Group 4: Financial Performance - Yonghui Supermarket reported a significant decline in financial performance, with a 14.07% decrease in revenue to 67.574 billion yuan for the year 2024, and a net loss of 1.465 billion yuan, which is an increase in losses compared to the previous year [4]. - For the first quarter of 2025, the company experienced a 19.32% drop in revenue to 17.479 billion yuan and a 79.96% decrease in net profit, attributed to store optimization and strategic shifts [4].
永辉超市:去年营收675.74亿元,“永辉生活”APP 注册会员数已突破1.18亿户
Cai Jing Wang· 2025-04-25 15:16
Core Viewpoint - Yonghui Supermarket reported a significant decline in revenue and increased net losses for 2024, primarily due to intense competition in the retail sector and strategic store optimizations [1][2]. Group 1: Financial Performance - In 2024, Yonghui Supermarket's revenue was 67.574 billion yuan, a decrease of 14.07% compared to the previous year [1]. - The company incurred a net loss of 1.465 billion yuan, an increase in losses by 136 million yuan year-on-year [1]. - For Q1 2025, the company reported revenue of 17.479 billion yuan, down 19.32% year-on-year, and a net profit of 148 million yuan, a decline of 79.96% [3]. Group 2: Strategic Changes - The revenue decline was attributed to the closure of 232 underperforming stores and the ongoing transformation of the company's strategic and operational models [1]. - The company completed the renovation of 31 stores, which improved customer traffic and sales, but these changes had a limited impact on overall revenue due to their timing [1]. Group 3: Online Business Development - In 2024, online business revenue reached 14.6 billion yuan, accounting for 21.7% of total revenue, with a gross margin increase of 0.5% due to improved product structure and cost optimization [2]. - The "Yonghui Life" self-operated home delivery service covered 959 stores, generating sales of 8.02 billion yuan, with an average daily order volume of 294,000 and a monthly repurchase rate of 57.2% [2]. Group 4: Supply Chain and Product Strategy - The company upgraded 120 self-owned brand products in 2024, with over 20 products achieving annual sales exceeding 50 million yuan [2]. - Significant changes in product selection and pricing strategies are expected following a supplier conference held at the end of March, which aims to restore and enhance gross margins [3].
永辉超市:一季度净利润同比减少80%
news flash· 2025-04-25 12:04
永辉超市(601933.SH)公告称,2025年第一季度 营业收入为174.79亿元,同比下降19.32%;归属于母公 司所有者的 净利润1.48亿元,同比减少79.96%。主要由于公司主动进行战略和经营模式转型,关闭尾 部门店导致门店数量减少。 ...