C2F柔性供应模式
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锅圈第三季度核心经营利润预增44.4%至66.7% 门店总数达到10761家
Zheng Quan Shi Bao Wang· 2025-10-28 11:56
Core Viewpoint - The company, Guoquan, reported steady growth in its business performance for Q3 2025, driven by the ongoing implementation of its "Community Central Kitchen" strategy, with projected revenue between 1.85 billion to 2.05 billion yuan, representing a year-on-year increase of 13.6% to 25.8% [1] Group 1: Business Performance - The company expects to achieve a core operating profit of approximately 65 million to 75 million yuan, reflecting a year-on-year growth of 44.4% to 66.7% [1] - Guoquan added 361 new stores nationwide during the third quarter, bringing the total number of stores to a historical high of 10,761 [1] Group 2: Strategic Initiatives - The company is focusing on expanding its store network, particularly in rural markets, by optimizing store models and product structures, and introducing more cost-effective bulk products [1] - Guoquan is enhancing its instant retail business through live streaming on platforms like Douyin, Kuaishou, Meituan, and Ele.me, which boosts brand exposure and sales conversion [1][2] Group 3: Technological Advancements - The company is promoting a "24-hour unmanned retail" system across its stores, which has led to increased same-store sales in locations with self-service equipment [2] - Guoquan is implementing a C2F flexible supply model to accelerate new product iterations based on market feedback [2] Group 4: Membership and Digitalization - The company has achieved a registered membership of 50.3 million, a year-on-year increase of 62.8%, with a prepaid card value of 590 million yuan, up 37.2% [2] Group 5: Future Outlook - Guoquan plans to continue its business development focusing on "channel integration," "scene innovation," and "data-driven" strategies, with the launch of the "Guoquan Stir-fry" project in early 2026 [3] - The company will explore further opportunities in 24-hour unmanned stores, camping, and overseas business expansion [3]