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卤货不好卖了?绝味食品上半年净利降超四成,重金营销难换增长
Shen Zhen Shang Bao· 2025-08-28 12:34
Group 1 - The core viewpoint of the article highlights the financial struggles of Juewei Foods, with a significant decline in both revenue and net profit in the first half of 2025 compared to the previous year [1] - Juewei Foods reported a revenue of 2.82 billion yuan, a year-on-year decrease of 15.57%, and a net profit attributable to shareholders of 175 million yuan, down 40.71% [1] - The company increased its advertising expenses to 92.31 million yuan, an increase of approximately 14.21 million yuan year-on-year, but this heavy marketing investment did not translate into revenue growth [1] Group 2 - The company is facing dual challenges from a pressured macro consumption environment and intensified industry competition, prompting a strategic focus on the "marinated food track" and deepening segmentation needs [1] - Juewei Foods aims to enhance its demand insight, category innovation, and agile supply capabilities to adapt to the complex market environment and seek breakthroughs in its marinated food business [1] - The company's performance decline has been evident, with 2024 revenue at approximately 6.26 billion yuan, a year-on-year drop of 13.84%, and a net profit of about 227 million yuan, down 34.04%, marking a record low since its listing [1] Group 3 - Complaints related to Juewei Foods have been frequently reported on the Black Cat Complaint platform, including issues such as foreign objects found in duck neck products and product spoilage [2] - As of the market close on August 28, Juewei Foods' stock price fell by 0.49% to 16.33 yuan per share, with a total market capitalization of 9.896 billion yuan [3]