预制菜风波
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大反转!食神出手,西贝拿到救命钱
商业洞察· 2026-01-22 09:38
Core Viewpoint - The article discusses the recent financing news of Xibei, highlighting the involvement of notable investors and the implications for the company's recovery from a crisis triggered by the pre-made food controversy [5][6][8]. Group 1: Financing and Investors - Xibei has announced a new round of financing with investors including Taizhou Xinrongtai Investment Co., Hohhot Collective Co-Creation Management Center, Chengdu Xunda Optoelectronics Co., and Hangzhou Zhouxuan Equity Investment Management Partnership, although the specific investment amount has not been disclosed [6]. - The most notable investor is Zhang Yong, the founder of Xinrongji, who is referred to as the "Food God" in the industry [6][10]. Group 2: Crisis Background - Since the outbreak of the pre-made food controversy in September 2025, Xibei has faced an unprecedented trust crisis, leading to a significant drop in customer traffic and a loss exceeding 500 million yuan [8][10]. - The company's attempts to recover, including issuing over 300 million yuan in consumer vouchers and initiating widespread price cuts, resulted in only a temporary rebound in customer traffic [8]. Group 3: Strategic Insights - Zhang Yong's business philosophy contrasts with Xibei's approach, emphasizing quality over scale and patience over speed, which has allowed Xinrongji to thrive in the high-end market [13][15]. - The financing from Zhang Yong and other investors is seen as a crucial lifeline for Xibei, providing not only financial support but also a potential restructuring of its cost and quality control systems [15][16]. Group 4: Future Outlook - The recent financing is expected to enhance market confidence in Xibei and alleviate potential future funding crises, allowing the company to focus on its IPO plans [18][20]. - The article suggests that Xibei's most challenging times may be behind it, with the potential for new changes and improvements under the guidance of professional investors [21].
西贝,获新一轮融资!
证券时报· 2026-01-21 10:51
Core Viewpoint - Xibei Restaurant Group has secured Series A financing, indicating a strategic move towards growth and potential IPO plans by 2026 [2][6][8]. Financing and Shareholding Changes - Xibei Restaurant Group received Series A financing from several investors, including Taizhou Xinrongtai Investment Co., Hohhot Collective Co-Creation Enterprise Management Center, Chengdu Xunda Optoelectronics Co., and Hangzhou Zhouxuan Equity Investment Management Partnership [2][5]. - The registered capital of Xibei increased from 899.02896 million to 1,016.80175 million [2]. - Founder Jia Guolong's direct shareholding was diluted from approximately 29.59% to about 26.16%, although he remains the actual controller of the company [3]. Investment Background - Taizhou Xinrongtai Investment Co. is fully controlled by Zhang Yong, a prominent figure in the restaurant industry known for his achievements in Michelin stars [5]. - Hangzhou Zhouxuan Equity Investment Management Partnership has made around 10 direct investments since its establishment in 2018, focusing on the cultural and entertainment sectors [5]. IPO Plans - Jia Guolong has publicly stated that Xibei plans to go public in 2026, aligning with the company's strategic growth objectives [6][8]. - The company aims to achieve a high-quality IPO and become a company with a market value exceeding 100 billion by 2026 [8]. Operational Challenges - Xibei has faced a decline in operating revenue due to the "pre-made dish controversy" since September 2025, leading to the decision to close 102 stores, affecting approximately 4,000 employees [9]. - The recent store closures have drawn public attention, prompting Jia Guolong to acknowledge the need for reflection and improvement in response to the crisis [9].
西贝获得新一轮融资?新荣记老板、蚂蚁集团前CEO入股
Nan Fang Du Shi Bao· 2026-01-21 10:13
Core Insights - The Inner Mongolia Xibei Catering Group Co., Ltd., which operates the Xibei restaurant chain, has added five new shareholders and increased its registered capital from 89.90 million yuan to 102 million yuan [1][2] Shareholder Changes - New shareholders include Hangzhou Zhouxuan Equity Investment Management Partnership, Hohhot Collective Co-creation Enterprise Management Center, Taizhou Xinrongtai Investment Co., Ltd., Chengdu Xunda Optoelectronics Co., Ltd., and Zhou Haoyu [1][2] - Taizhou Xinrongtai Investment Co., Ltd. is fully owned by Zhang Yong, the founder of the high-end restaurant brand Xinrongji, which has received Michelin stars for its restaurants [2] - Hangzhou Zhouxuan Equity Investment Management Partnership is primarily owned by Hu Xiaoming, former CEO of Ant Group, who is also involved with the agricultural brand "Yimi Ba" [2] - Chengdu Xunda Optoelectronics Co., Ltd. is fully controlled by the listed company Jinghua Optoelectronics, which specializes in optical components and micro-projection technology [2] - Hohhot Collective Co-creation Enterprise Management Center is co-owned by Xibei's founder, Jia Guolong, and several individuals [2] Business Performance and Challenges - Xibei's founder, Jia Guolong, announced plans to close 102 stores in the first quarter of this year due to a significant decline in business, with sales dropping by 40%-60% from September 2025 to early January 2026 [5] - As of January 15, Xibei had 349 stores nationwide, with the highest concentration in Beijing and Shanghai [5] - Following the store closures, the total number of Xibei stores will reduce to 247 [5] - The company faced public scrutiny regarding its use of pre-prepared ingredients, which led to a series of adjustments, including price reductions and changes in food preparation practices [6]
罗永浩、贾国龙微博被禁言!贾国龙换“小号”再度登场
Sou Hu Cai Jing· 2026-01-16 16:08
Core Viewpoint - The ongoing conflict between Luo Yonghao and Xibei has escalated, leading to significant repercussions for Xibei, including the closure of 102 stores and public statements from both parties regarding allegations of defamation and operational practices [1][2]. Group 1: Company Developments - Xibei has confirmed the closure of 102 stores nationwide, which is a significant operational decision amid the ongoing controversy [1]. - Luo Yonghao publicly criticized Xibei for using pre-prepared dishes, which he claims is a major issue for the brand, prompting a strong response from Xibei's founder, Jia Guolong [2]. Group 2: Crisis Background - The "pre-prepared dish controversy" began in September 2025 when Luo Yonghao accused Xibei of serving mostly pre-prepared dishes, which led to widespread media attention and scrutiny [2]. - Following the accusations, Xibei faced a public relations crisis, with media investigations revealing management issues in their kitchen operations [2]. - In response to the backlash, Xibei issued an official apology and committed to adjusting their food preparation processes by moving central kitchen operations to on-site cooking by October 1, 2025 [2].
突发!贾国龙、罗永浩被禁言,微博CEO回应
证券时报· 2026-01-16 15:25
Core Viewpoint - The article discusses the ongoing controversy surrounding Xibei and its founder, Jia Guolong, particularly in relation to the "prepared food" incident and the subsequent closure of a significant number of stores due to financial losses. Group 1: Company Response and Actions - Jia Guolong publicly stated that neither he nor any employees reported Luo Yonghao to the police during the controversy, emphasizing the company's legal operations and tax compliance [1] - Xibei plans to close 102 stores, which accounts for approximately 30% of its total locations, affecting around 4,000 employees. This decision comes after the company reported losses exceeding 500 million yuan since the prepared food controversy began [6][7] - The company has committed to ensuring that departing employees receive their full wages and that customer prepaid cards can be used at other locations or refunded [7] Group 2: Financial Performance and Market Impact - Xibei's net profit per store is only 5%, with total revenue in November 2025 at 265 million yuan, less than half of the same period in previous years. Fixed salary expenses for that month reached 135 million yuan [7] - Following the controversy, Xibei's sales dropped by 50% year-on-year in January 2026, with no stores turning a profit since the incident [7] - The company attempted to address consumer concerns by reducing prices on over 30 products by nearly 20% and implementing a "sunshine kitchen" initiative across all stores [7]
实探西贝:贾国龙赌上一切,员工称“我们只能服从”
Feng Huang Wang Cai Jing· 2026-01-16 14:20
Core Viewpoint - The company Xibei is facing significant operational challenges, leading to the decision to close one-third of its stores nationwide, which amounts to 102 locations. This decision reflects the ongoing impact of the pre-prepared food controversy and declining customer traffic [1][5]. Group 1: Store Closures and Operations - Xibei plans to close 102 stores, representing one-third of its total locations, in the first quarter [1]. - In contrast, some stores confirmed they would continue normal operations, indicating a mixed response to the company's current situation [2]. - The company has introduced recharge and savings promotions to attract customers, offering incentives such as a 350 yuan bonus for a 3000 yuan recharge [3]. Group 2: Employee Perspectives - Employees express concerns about the impact of the company's decisions on their job security, with one employee noting that customer inquiries about potential store closures have increased [3]. - Despite the challenges, employees are trying to maintain service quality, with some indicating that they rely heavily on takeout orders due to reduced dine-in traffic [2][3]. - The ongoing controversy has placed employees in a difficult position, as they navigate customer expectations and their own job security amidst the company's struggles [5]. Group 3: Leadership and Accountability - The founder, Jia Guolong, has taken a public stance in response to the controversy, which has led to increased scrutiny and pressure on both him and the employees [4][5]. - Jia's commitment to addressing the issues head-on contrasts with other industry leaders who have chosen to remain silent, highlighting a different approach to leadership during crises [4]. - The narrative surrounding the company's challenges has shifted focus from the initial controversy to the broader implications for employees and their livelihoods [5].
一口气关店102家 贾国龙义愤难平
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-16 13:47
Core Viewpoint - The company Xibei is facing significant challenges as it plans to close 102 stores, approximately 30% of its total locations, due to a 50% year-on-year decline in business since January [3][4]. Group 1: Store Closures and Financial Impact - The closure of 102 stores is a response to a drastic drop in customer traffic, which is currently at only 40% of normal levels [5][6]. - This decision is expected to result in the layoff of around 4,000 employees, although the company has committed to paying their salaries and addressing customer concerns regarding stored value cards [4][5]. - The majority of the stores being closed are located in first- and second-tier cities, with Shanghai having the highest number of closures at 19, followed by Beijing with 10 [5]. Group 2: Management Response and Strategies - The CEO, Jia Guolong, has been actively involved in efforts to revive the business, including issuing over one million vouchers and implementing price reductions of nearly 20% on over 40 dishes [6]. - Since September, the company has increased salaries for frontline employees by an average of 500 yuan per month and introduced a compensation scheme for those facing online harassment [6]. - Despite these efforts, the company has reported losses exceeding 500 million yuan, indicating the severity of the situation [6]. Group 3: Historical Context and Future Outlook - In 2024, Xibei had nearly 400 stores and generated annual revenue of 6 billion yuan, with an average revenue of 15 million yuan per store [6]. - The current crisis is a stark contrast to the company's previous success, highlighting the unpredictable nature of the business environment [6]. - Jia Guolong's reflections on the challenges suggest a belief that adversity can lead to future growth, although the immediate outlook remains grim [6].
预制菜风波再起!罗永浩回应“西贝闭店102家”后,贾国龙要求道歉并赔偿
Sou Hu Cai Jing· 2026-01-16 13:46
Group 1 - The founder of Xibei Catering, Jia Guolong, announced a response to accusations of defamation from Luo Yonghao, demanding an apology and compensation for damages caused by misleading information regarding frozen organic broccoli [1] - Luo Yonghao countered that no company can go bankrupt solely due to being criticized, citing his own experience with Smartisan Technology, which faced significant challenges beyond public criticism [3] - Xibei confirmed plans to close 102 stores, representing 30% of its total locations, and reported a 50% year-on-year decline in business by January 2026 [5] Group 2 - In September 2025, Xibei faced a major external crisis when Luo Yonghao criticized the restaurant's reliance on pre-prepared dishes, which garnered significant media attention [7] - Following the criticism, Xibei's management vulnerabilities were exposed during media investigations, leading to an official apology and a commitment to adjust food preparation processes by October 1, 2025 [8]
今晚10点回应罗永浩!西贝遭遇生死劫,关店102家,公关副总裁离职,贾国龙说“争取活下来”
Guo Ji Jin Rong Bao· 2026-01-16 13:43
Core Viewpoint - Xibei has announced the closure of over 100 stores in China, which has sparked market attention and renewed a public dispute between its founder, Jia Guolong, and entrepreneur Luo Yonghao [1][2][3] Group 1: Store Closures - Xibei plans to close 102 stores, affecting approximately 4,000 employees, which represents about 30% of its total outlets [2][3][5] - The closures are concentrated in high-rent cities, with Shanghai having the most closures at 19, followed by Beijing (10), Shenzhen (8), and Guangzhou (5) [3][5] - The closure strategy includes various recommendations for different stores, such as "close," "early closure," "close upon contract expiration," and "discuss rent reduction" [3][5] Group 2: Company Response and Commitments - Jia Guolong has made three commitments regarding the aftermath of the closures: ensuring that departing employees receive their full wages, allowing customers to use or refund their stored value cards, and fulfilling New Year's Eve meal orders despite potential losses [3][5] - Jia has publicly clarified his personal asset situation, stating he has no other assets outside of Xibei and emphasizes his commitment to the brand [5] Group 3: Public Relations and Management Changes - Following the closure announcement, Xibei's public relations vice president, Song Xuan, announced his departure, citing personal development reasons and acknowledging the pressure he faced during recent events [5][9] - Jia Guolong defended Song Xuan, stating that all decisions were made by him and not influenced by external parties [9] Group 4: Background and Challenges - The recent turmoil for Xibei began with a controversy over the use of pre-prepared dishes, which led to a significant decline in customer trust and sales, with a reported 50% year-on-year drop in January 2026 [10][12] - Despite initial denials and a strong response to the allegations, Xibei's management later softened their stance, issuing apologies and implementing measures to regain customer confidence [10][11]
罗永浩回应“西贝关店”,贾国龙:10点见!
Zheng Quan Shi Bao Wang· 2026-01-16 12:57
罗永浩回应"西贝关店"!贾国龙:10点见! 来源:证券时报网 编辑:张嘉怡 广告等商务合作,请点击这里 1月16日午后,罗永浩对该事件发文,他认为没有一家企业仅仅因为被黑就能倒闭。罗永浩称:"锤子科 技做了五年,集中被黑就有足足四年。锤子科技是被我做倒闭的,后期上千名同事的团队被裁、被转 让,都是我的原因,跟被黑没什么关系。我这辈子也没有见过一个企业没犯别的错误,仅仅是因为被 黑,就能倒闭的。" 随后,西贝餐饮创始人贾国龙在微博发文称,将于今晚10点将就罗永浩对西贝的重大污蔑诽谤一一全面 回应。"在回应前,请罗永浩先就四个月来在冷冻有机西蓝花事情上欺骗全国网友(你总不能说自己是刚 知道的吧),给西贝,给无数宝妈,给全国餐饮业造成的危害,认真道歉,并赔偿相应损失。" 回溯该事件,2025年9月,西贝遭遇"预制菜风波",贾国龙称之为自西贝成立以来最大的一次外部危 机。风波源于罗永浩的一条吐槽微博,他称和朋友吃了一顿西贝,但"几乎全都是预制菜,还那么贵"。 此后,西贝创始人、CEO贾国龙表示,西贝门店没有一道是预制菜,并在接受媒体采访时表示,一定会 起诉罗永浩,旗下餐厅还将推出"罗永浩套餐"。由此,双方你来我往的争 ...