本次西贝危机爆发后的情节充满戏剧性。事发当晚，贾国龙亲自带队到涉事门店，一道菜一道菜地复 盘。他的结论是："不管老罗怎么说，作为一个西贝顾客，他肯定没吃好。"涉事门店伙伴透露，内部调 查的其中一项结论是：出餐后传递时间过长导致的菜品温度不够。此后西贝也一度在这个问题上通过在 堂食增加菜品底火、外卖出餐提高温度等方面进行体验改善。 但当晚的贾国龙显然难以接受"太恶心了"这样的评价。此后他与罗永浩之间的争辩，把事件彻底推向热 搜，演变成一场全民对餐饮性价比、预制菜和"爹味说教"的情绪宣泄。这也导致了西贝的客流、营业额 跌到谷底，堂食客流一度下跌半数以上、外卖单量也暴跌60%。 9月10日，罗永浩的一条微博将西贝置于舆论的风暴眼，至今西贝仍处在黎明前的"至暗时刻"。一句对 预制菜的质疑，如投入静湖的巨石，在随后的100天里，让这家拥有37年历史、300多家门店的中式正餐 连锁品牌，经历了其创始人贾国龙口中"创业以来最大的危机，没有之一"，一场关乎生死存亡的极限压 力测试就此展开。 从最初的强硬回应到面向社会、顾客全面认错道歉，从连夜复盘产品到一系列"刮骨疗伤"式的整改—— 产品现做、大规模降价、员工涨薪、食安置顶… ...

Core Viewpoint - The company, Xiaobu Group, has faced significant financial challenges, including a continuous decline in revenue and increasing losses over the past four years, leading to a total loss of over 1.24 billion yuan [4][6][10]. Financial Performance - In 2024, Xiaobu Group reported total revenue of 4.755 billion yuan, a year-on-year decrease of 19.65% [4]. - The net loss for 2024 was 400 million yuan, with losses from store closures and impairments amounting to 262 million yuan [4]. - Cumulatively, the company has lost 1.246 billion yuan from 2021 to 2024, with annual losses of 293 million yuan, 353 million yuan, 199 million yuan, and 401 million yuan respectively [4][6]. Brand Performance - The two main brands, Xiaobu Xiaobu and Coucou, account for 96% of total revenue, with Xiaobu Xiaobu generating 2.629 billion yuan (down 13%) and Coucou generating 1.948 billion yuan (down 26.5%) in 2024 [6][10]. - Coucou has been particularly pressured, experiencing a significant increase in net losses by 260.2% in 2024 compared to previous years [6]. Store Operations - As of the end of 2024, Xiaobu Group operated 967 restaurants, having opened 78 new locations and closed 219, marking the highest closure rate for Coucou [9][14]. - The same-store sales for Xiaobu Xiaobu declined by 23.3%, with an average spending of 54.8 yuan, while Coucou's same-store sales fell by 32%, with an average spending of 123.5 yuan [9][10]. Consumer Sentiment - Consumers have expressed dissatisfaction with the pricing and portion sizes, with common complaints highlighting that Coucou's prices are perceived as high and the quantity of food is insufficient [11][13]. - The company acknowledged that the relatively high price point of Coucou has significantly impacted its performance, despite attempts to lower prices [13]. Market Trends - The overall dining market has seen a shift towards lower-priced options, with consumers increasingly sensitive to price, which has affected Xiaobu Group's positioning [12][10]. - In 2023, the domestic dining industry saw a decline in investment, with a notable preference for lower-cost dining options, which accounted for 72.2% of market investment [12].