2025.08.11 近日，面对网友吐槽"百果园水果太贵"，一段来源为"百果余惠勇"的视频显示，百果园董事长余惠勇回 应水果贵，表示"水果这个产品非常普通，但是真正了解水果的非常少，我们仍然会坚守做高品质 的""百果园这么多年来都走在教育消费者成熟的路上，我们不会去迎合消费者，他并不清楚所谓的便宜 之类的，我们想告知消费者，最后是消费者自己的选择"。 截至发稿，百果园方面暂未对该言论作出回应。 8月11日港股开盘，百果园大幅低开，盘中跌幅一度扩大至近7%，截至发稿跌幅收窄至0.57%。 财报数据显示，百果园一直维持着较低的盈利水平。早在2019年和2020年，百果园的毛利率为9.8%和 9.1%，2021年，百果园向加盟商提高了商品售价，毛利率略有提升。2021年至2023年，百果园的毛利 率保持在11%左右。然而，2024年，百果园毛利率跌至7.44%。对此，公司在年报中表示，2024年下半 年采取措施优化毛利率较低的产品阵容，以满足消费者对高品质与高性价比产品的需求。由此看来，百 果园推出过性价比高的产品，但消费者觉得仍不够。 整体来看，百果园的毛利率比竞品洪九果品低不少。虽然后者在2023年已停牌，但此 ...

事实上，百果园曾头顶"中国水果零售连锁第一股"光环，但其水果因价格高昂成为消费者眼中的"刺客"。中高端战略让公司持续承压，不仅去年关店近 1000家，如今毛利率从11.5%减少到7.4%。"现在退也退不了，做也做得很累，只能慢慢熬下去。"一名加盟商称。 8月11日，百果园集团股价一度跌超8%。消息面上，据媒体报道，百果园集团董事长余惠勇近日就水果价格高昂作出回应。他在视频中称："像百果园这 么多年来都走在一条教育消费者成熟的路上。我们不会去迎合消费者。"8月10日，#百果园称不会迎合消费者#冲上热搜，引发全网热议。当天百果园回应 媒体表示，完整的内容有前因后果，并非文中断章取义。 百果园门店 价格高昂被称为"水果刺客" 百果园董事长"教育消费者"引争议 此次百果园的风波出自一条视频。记者看到，余惠勇在视频中指出，水果虽看似平常，可真正懂水果的消费者少之又少，百果园会始终坚守高品质。他还 直言："商业模式大体分为两种，一是利用消费者的无知，二是教育消费者走向成熟，而百果园多年来一直走在教育消费者成熟的道路上，不会去迎合消 费者。消费者只能看价格，一方面我们认为还有空间，在成本上继续去优化，能否再低一点的价格，供 ...

这场风波与其说是偶发事件，不如说是积压已久矛盾的总爆发，背后反应出了中国最大水果连锁店百果园深藏的"拧巴地方"，百果园总是高喊品质，却背地 里偷偷掉包，提起百果园，人们第一个想到的往往是"贵"。 那它凭什么卖这么贵？百果园自己一直给出的答案就是品质，想当年这确实是它安身立命的根本，当别家还在堆大卖，百果园已经玩起了高端差异化，店里 总能淘到一些稀罕品种，服务也周到，买个西瓜都能帮你切好，包装得规规矩矩。 [熊猫] 这年头吃个水果还要被教育，百果园创始人余惠勇一番"教育消费者"的视频，简直是捅了马蜂窝，短短几句不仅激起无数网友的口诛笔伐，更是打破 了这家水果巨头一直以来的平静。 很多人以为这只是老板"嘴瓢"，或者是公关翻车，但是其实不是这样的，网友们更是纷纷指责百果园的董事长，直言那就让消费者教育你！ 这到底是怎么回事？吃水果还要被教育吗？ 本文陈述所有内容皆有可靠信息来源赘述在文章结尾 凭什么卖这么贵？ 最绝的是"三无退货"政策，不好吃也不用小票，不用带回水果，直接就给消费者退款，这份信任是百果园最核心的财富，也是消费者愿意掏腰包的理由，但 是这份信任现在正被一点点掏空。 去年百果园就被曝光了那些标榜极致新鲜 ...

Group 1 - The core viewpoint of the articles revolves around the high-end market positioning of Baiguoyuan, emphasizing that the company will not lower its prices or quality to cater to lower-end consumers, despite facing criticism for high prices and quality issues [1][2] - Baiguoyuan's chairman, Yu Huiyong, stated that the company aims to educate consumers rather than simply meet their demands, indicating a strategy focused on high-quality products for affluent consumers [1][2] - The company has faced significant consumer complaints regarding food safety, with 1,769 complaints reported on the national consumer complaint platform and 3,091 on the Black Cat complaint platform, highlighting issues with quality control [2] Group 2 - Baiguoyuan's financial performance has deteriorated, with a revenue decline and its first-ever net profit loss in 2024, alongside a reduction of nearly 1,000 stores, suggesting that the market is not responding positively to its high-price strategy [2] - The articles suggest that Baiguoyuan's high pricing must be matched with high-quality products and services; otherwise, the company risks losing consumer trust and market share [2][3] - The relationship between companies and consumers is described as interdependent, where companies must respect market dynamics and understand consumer needs to maintain a competitive edge [3]

Core Viewpoint - Baiguoyuan is facing criticism for high fruit prices, with Chairman Yu Huiyong defending the company's commitment to high-quality products and consumer education, rather than catering to price sensitivity [3][4]. Financial Performance - Baiguoyuan's gross profit margin has been low, with figures of 9.8% in 2019, 9.1% in 2020, and around 11% from 2021 to 2023, but dropping to 7.44% in 2024. The company attributes this decline to the need for optimizing low-margin products to meet consumer demand for quality and value [5][6]. - In 2024, Baiguoyuan reported a net loss of 386 million yuan, with revenues of 10.273 billion yuan, a year-on-year decrease of 9.8%. The loss was attributed to property sales and impairments [5][6]. Store Operations - The number of retail stores decreased by 966 in 2024, leaving a total of 5,127 stores. This reduction is due to a strategy encouraging franchisees to relocate to more sustainable locations with lower rent-to-revenue ratios [6][7]. Business Model and Market Positioning - Baiguoyuan's revenue is heavily reliant on fruit sales, with 97.1% coming from this segment. The low gross margin is linked to the nature of the fruit business, which faces challenges such as high transportation costs and low standardization [7]. - Experts suggest that Baiguoyuan's high pricing strategy could find a market among middle-income families willing to pay for quality. However, the brand must ensure that its high prices are matched by perceived quality and service to avoid negative consumer sentiment [8]. Strategic Recommendations - It is recommended that Baiguoyuan optimize store locations in affluent areas and consider a dual pricing strategy to cater to both high-end and price-sensitive consumers, rather than solely focusing on high pricing [8].

wumiancaijing.com 最热的泛财经新闻，都在这儿了。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再""，以便您及时接收每篇推送~ 本文由无冕财经（wumiancaijing）整理发布 资讯整理：海棠葉 编辑：程程 与往年相比，娃哈哈对经销商的业绩要求变得异常严苛。据透露，"公司要求本月必须完成60万销售额，这是按去年基数定的。但今年市场比较平淡，估 计只能做到50万。" 回望2024年娃哈哈的业绩，确实有了很大的增长。 2024年，娃哈哈全国饮料销售净收入同比增长53%，用一年时间回到了十多年前巅峰时期的市场规 模。 宗馥莉的动作并未停下。 据公开信息显示，西安恒枫饮料有限公司的宏胜西安饮品新基地项目已通过审批，由宏胜饮料集团有限公司持股 90%，宗馥莉担任执行董事，其核心团 队成员祝丽丹则出任法人代表。 | 恒枫 | 西安恒枫饮料有限公司 | | | RBB | | --- | --- | --- | --- | --- | | 饮料 | 曾用名 91331100MA2A17186R | | | 企查分 | | 第1万+ | 在业 由浙江省迁入 小微企业 ...

据媒体报道，8月10日，百果园相关负责人就其董事长"我们在教育消费者变成熟"的争议言论回应称， 该短视频有意截取了董事长发言最具争议的部分制造对立，"完整的内容有前因后果，并非文中断章取 义"。 而面对持续发酵的水果价格争议，他表示："我们不会去迎合消费者，而是在教育消费者成熟的路 上。"这番言论随即引发热议。8月9日晚，"百果园称不会迎合消费者"登上微博热搜第一。有网友评论 称，"上一个敢这样说的是钟薛高"。 雷达财经梳理发现，去年3月15日，百果园还曾被曝出门店存在使用腐烂水果制作高价果切、隔夜水果 存放冰箱后次日充当鲜果售卖、随意定义车厘子等级等乱象。 8月11日，百果园集团的股价一度大跌近7%。雷达财经了解到，事情的起因是，百果园董事长余惠勇在 8月8日的视频中称，"我想给顾客留下便宜的印象是很容易的"。 ...

财报数据显示，百果园一直维持着较低的盈利水平。早在2019年和2020年，百果园的毛利率为9.8%和 9.1%，2021年，百果园向加盟商提高了商品售价，毛利率略有提升。2021年至2023年，百果园的毛利 率保持在11%左右。然而，2024年，百果园毛利率跌至7.44%。对此，公司在年报中表示，2024年下半 年采取措施优化毛利率较低的产品阵容，以满足消费者对高品质与高性价比产品的需求。由此看来，百 果园推出过性价比高的产品，但消费者觉得仍不够。 整体来看，百果园的毛利率比竞品洪九果品低不少。虽然后者在2023年已停牌，但此前的财报显示，洪 九果品的毛利率在2021年至2023年间稳定在15%以上。 截至2024年底，百果园的零售门店数量同比净减少966家，剩下5127家。 百果园（02411.HK）正处在舆论的风口浪尖。 近日，面对网友吐槽"百果园水果太贵"，一段来源为"百果余惠勇"的视频显示，百果园董事长余惠勇回 应水果贵，表示"水果这个产品非常普通，但是真正了解水果的非常少，我们仍然会坚守做高品质 的""百果园这么多年来都走在教育消费者成熟的路上，我们不会去迎合消费者，他并不清楚所谓的便宜 之类的，我 ...

Core Viewpoint - The article discusses the backlash against Baiguoyuan's chairman Yu Huiyong for his comments on consumer education, highlighting a disconnect between the company's pricing strategy and consumer expectations regarding quality and value [4][25]. Group 1: Company Background and Consumer Sentiment - Baiguoyuan was founded in 2001 by Yu Huiyong with an initial investment of 400 RMB, quickly gaining consumer trust by focusing on high-quality fruit and a customer-friendly return policy [12]. - Consumer sentiment has shifted from trust to disappointment, as many feel that the quality of Baiguoyuan's products has declined while prices remain high [8][25]. - The company has faced numerous complaints regarding product quality, including reports of selling spoiled or improperly handled fruit [13][16][20]. Group 2: Financial Performance and Strategic Shifts - In 2024, Baiguoyuan reported a revenue of 10.27 billion RMB, a decline of 9.8% from the previous year, and a pre-tax loss of 391 million RMB [30]. - The company has closed nearly 1,000 stores, reducing its total to 5,127, averaging 2.6 store closures per day [32]. - Despite previous growth, Baiguoyuan's financial performance has deteriorated, with a significant drop in both revenue and net profit since its IPO [29][36]. Group 3: Market Position and Competitive Landscape - Baiguoyuan's market position is challenged by increasing competition from community group buying and local fresh food stores, which offer fresher and cheaper options [36]. - The company's strategy of not catering to consumer preferences has raised concerns about its ability to compete effectively in a rapidly changing market [36]. - The decline in paid membership numbers, down 27.1% to 854,000, indicates a loss of core customers who once valued quality [34].

Core Viewpoint - The chairman of the company, Yu Huiyong, stated that the company will not cater to consumer demands for lower prices, emphasizing the importance of educating consumers about quality over price [1] Company Performance - In 2024, the company reported a revenue of 10.273 billion yuan, a year-on-year decline of 9.8% [1] - The company experienced a pre-tax loss of 391 million yuan, contrasting with a profit of 381 million yuan in the same period last year, marking the first net loss in five years [1] - Upon its listing on the Hong Kong Stock Exchange in January 2023, the company's market value peaked at 9.474 billion HKD [1] - As of August 11, the company's stock price fell by 1.71% to 1.720 HKD per share, resulting in a market value of 2.648 billion HKD [1] Consumer Education and Market Position - Yu Huiyong highlighted the need for consumer education regarding the true value of high-quality fruits, stating that many consumers lack knowledge about the differences in fruit quality [1] - The company aims to maintain high quality and will not compromise on it for the sake of lowering prices, despite acknowledging consumer perceptions of high prices [1] - The company has millions of members who recognize its value, which is crucial for its sustainability in the market [1]