百果园董事长余惠勇"不迎合消费者"的言论引发争议，公司回应称视频断章取义。2024年财报显示，百 果园营收下滑9.8%、亏损3.86亿元，门店减少966家，付费会员锐减27.1%。品质问题频发、加盟模式失 控加剧信任危机，行业冷链短板与消费趋势转变进一步冲击市场份额。 百果园董事长言论上热搜 近日，"百果园称不会迎合消费者"的短视频在社交媒体引发轩然大波。 视频中，受访的百果园董事长余惠勇将商业分为"利用消费者无知"与"教育消费者成熟"两类，坚称百果 园选择后者，强调"不会为了迎合消费者对'便宜'的模糊认知而降低品质标准"。这一言论迅速登上热搜 首位，网友吐槽"买个水果还要被上课"。 被百果园认为是"断章取义"的言论，出自视频中余惠勇的以下这段话："我认为商业就两种，第一个利 用消费者的无知，第二个教育消费者成熟，像百果园这么多年来都走在一个教育消费者成熟的路上。我 们不会去迎合消费者，他并不清楚的，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。" 余惠勇表示，消费者（对水果品质）不知情的时候，只能选择便宜，但百果园"绝不在品质上做让步， 除非我直接换品相，把品质做差一点、价格便宜点，但这不是 ...

Core Viewpoint - The founder of Baiguoyuan, Yu Huiyong, sparked controversy by stating that the company is not catering to consumers but rather educating them to mature, which has led to public backlash and criticism of the company's approach to consumer relations [1][3][5]. Group 1: Company Positioning and Consumer Relations - Baiguoyuan's business model is categorized by Yu as either "exploiting consumer ignorance" or "educating consumers," with the latter being the chosen path for the company [3]. - The company's claim of educating consumers has been met with skepticism, as many consumers feel that purchasing fruit should not involve being lectured [5]. - The perception of Baiguoyuan as an "educator" has created a disconnect in the consumer-business relationship, where consumers feel patronized rather than valued [5][12]. Group 2: Quality Control and Consumer Complaints - Despite Baiguoyuan's emphasis on quality, there have been multiple reports of quality control failures, including the sale of spoiled fruit and mislabeling of products [7]. - Over 3,000 complaints on the Black Cat Complaint platform highlight issues such as poor quality and inadequate compensation for defective products, contradicting the company's high-quality image [7]. Group 3: Financial Performance and Market Position - Baiguoyuan's financial performance has deteriorated, with a reported revenue of 10.273 billion yuan in 2024, a year-on-year decline of 9.8%, and a net loss of 386 million yuan, marking the first net loss in five years [9]. - The number of retail stores has significantly decreased, with a net reduction of 966 stores in 2024, leaving only 5,127 stores, which contrasts sharply with previous expansion ambitions [9]. - The company faces intense competition from community group buying and e-commerce giants, which have adopted aggressive pricing strategies, undermining Baiguoyuan's supply chain advantages [9]. Group 4: Strategic Shifts and Market Perception - Baiguoyuan's strategy has shifted towards emphasizing "value for money," with the term appearing 25 times in the 2024 financial report, indicating a response to consumer demand for better pricing [11]. - The introduction of promotional activities aimed at providing discounts on high-quality products suggests an attempt to balance high-end positioning with market accessibility [11]. - However, this dual strategy has led to a blurred brand image, alienating both high-end consumers and price-sensitive customers [12].

Core Viewpoint - The founder of Baiguoyuan, Yu Huiyong, sparked widespread discussion with his comments on consumer education and pricing strategy, which led to a decline in the company's stock price and raised concerns about its quality and consumer trust [1][6][8]. Group 1: Company Performance - Baiguoyuan reported a net loss of 386 million yuan in 2024, marking its first annual loss since 2020 [4][12]. - The company's revenue for 2024 was 10.273 billion yuan, a year-on-year decrease of 9.81% [12]. - As of the end of 2024, Baiguoyuan had 5,127 stores, a net decrease of 966 stores from 2023, moving away from its goal of exceeding 10,000 stores [3][14]. Group 2: Market Reaction - On August 11, 2023, Baiguoyuan's stock opened lower, experiencing an intraday drop of 8%, ultimately closing with a decline of 0.57% [2][7]. - Since its IPO on January 16, 2023, at an issue price of 5.6 HKD per share, Baiguoyuan's stock has seen a maximum decline of 75.56%, closing at 1.74 HKD on August 11, 2025 [7]. Group 3: Consumer Trust and Quality Issues - Baiguoyuan was once regarded as a benchmark for quality fruit, but recent years have seen frequent quality issues, leading to a decline in consumer trust [8][10]. - Reports of selling substandard products, including overnight fruit cuts and spoiled fruit, have surfaced, damaging the brand's reputation [10][11]. - The company's strategy of educating consumers about fruit quality has been met with backlash, as many consumers feel that they should not need to be "educated" to purchase fruit [6][8].

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, expressed a controversial stance on high fruit prices, suggesting that the company aims to "educate consumers" rather than cater to them, which has raised eyebrows given the company's high pricing strategy and recent negative publicity [1][2]. Group 1: Company Pricing Strategy - Baiguoyuan's fruit prices are significantly higher than market averages, with examples showing prices nearly double that of nearby competitors [1]. - The company has faced criticism for its pricing strategy, which lacks a corresponding quality or brand advantage compared to other premium products in the market [2]. Group 2: Financial Performance - Baiguoyuan reported a revenue of 10.273 billion yuan for 2024, a year-on-year decline of 9.8%, marking the first net loss in five years with a pre-tax loss of 391 million yuan [3]. - The number of retail stores decreased by nearly 1,000, reflecting a negative consumer response to the company's pricing and service approach [3]. Group 3: Consumer Sentiment - Consumer experiences highlight dissatisfaction with Baiguoyuan's pricing model, as illustrated by a notable incident where a customer was shocked by the high cost of a few fruits, leading to a loss of repeat business [3].

Core Viewpoint - The founder of Baiguoyuan, Yu Huiyong, made statements that sparked significant backlash on social media regarding the company's high fruit prices, indicating a disconnect between the brand's positioning and consumer expectations [1][2]. Group 1: Brand Positioning and Pricing - Baiguoyuan has positioned itself as a high-end fruit retailer, becoming the largest in China, but faces criticism for its consistently high prices, leading to consumer complaints about affordability [1][2]. - The brand's strategy of creating a premium image through expert positioning may not align with consumer perceptions of value, especially in a competitive market where price comparisons are easily made [2][4]. Group 2: Consumer Sensitivity and Market Dynamics - Consumers are increasingly price-sensitive, particularly for everyday items like fruit, which complicates Baiguoyuan's ability to justify its pricing strategy [2][3]. - The retail industry requires a deep understanding of consumer needs, and any perception of being "educated" by the brand can lead to a decline in consumer trust and purchasing decisions [3][5]. Group 3: Operational Challenges - The fruit retail business faces challenges such as high product loss rates, low market concentration, and intense competition, making it difficult to maintain profitability while justifying higher prices [3][4]. - Key factors influencing consumer willingness to pay include pricing structure, quality standards, supply chain management, and service experience, rather than mere verbal assertions of value [4][5].

Group 1 - The core viewpoint of the articles revolves around the controversy sparked by the founder of Baiguoyuan, Yu Huiyong, regarding the high prices of fruits and the company's commitment to quality over quantity [1][2] - Baiguoyuan, as the largest chain fruit retailer in China, has a market share of only about 1% despite annual revenues exceeding 10 billion [2] - The company has been recognized for its quality and service, offering a wide variety of fruits and value-added services, but this has led to a perception of being "expensive" [2] Group 2 - The competitive landscape in the fruit industry is intensifying with the rise of new retail models such as instant retail and community group buying, leading to increased price transparency [2] - Baiguoyuan's profitability has been under pressure, with gross margins around 11% in recent years and a net margin that has not exceeded 3% [2] - In 2024, Baiguoyuan's gross margin dropped to 7.4%, resulting in a significant loss of 386 million, alongside a reduction in the number of stores [2] Group 3 - Investor sentiment towards Baiguoyuan has been pessimistic, with the company's stock price declining significantly since its IPO, leading to a substantial decrease in market capitalization [2] - The company needs to reassess its market positioning and strategic choices to adapt to changing consumer preferences that prioritize cost-effectiveness and personalized needs [2] - To remain competitive, Baiguoyuan must deepen its understanding of consumer demands, optimize its cost structure, and offer more competitive products and services [2]

Core Viewpoint - The founder of Baiguoyuan, Yu Huiyong, has sparked significant online backlash with his comments about consumer education and the company's pricing strategy, failing to address why Baiguoyuan's fruit prices are perceived as high [1][2]. Group 1: Pricing Strategy and Market Position - Baiguoyuan has positioned itself as a high-end fruit retailer, becoming the largest in China, but faces criticism for its consistently high prices, leading to consumer complaints about affordability [1][2]. - The brand's premium pricing strategy relies on perceived quality and service, but consumer acceptance of this premium is contingent on tangible differences in product quality and shopping experience [2][4]. Group 2: Consumer Sentiment and Brand Perception - Consumer sensitivity to pricing is heightened in the current market, and any perception of being "educated" by the brand can lead to a decline in brand trust and purchasing decisions [3][5]. - The retail industry must prioritize consumer needs and experiences, as negative sentiments can quickly translate into distrust towards both the brand and its pricing [3][4]. Group 3: Market Dynamics and Competition - The fruit retail market is characterized by high competition, low market concentration, and significant product loss rates, making it a challenging business environment despite the constant demand for fruit [3][4]. - Baiguoyuan's ability to justify its pricing hinges on effective management of pricing structures, quality standards, supply chain efficiency, and customer service, rather than solely relying on consumer education [4][5].

Core Viewpoint - The article discusses the recent backlash against Baiguoyuan, highlighting the disconnect between the company's pricing strategy and consumer expectations regarding quality and value. The CEO's statement about not catering to consumer demands has sparked significant criticism, reflecting a broader sentiment of disappointment among consumers who feel let down by the brand's quality standards [5][10][42]. Group 1: Consumer Sentiment and Backlash - Baiguoyuan's chairman, Yu Huiyong, stated that the company will not cater to consumers, which led to widespread criticism on social media, with users expressing their dissatisfaction and disappointment [5][6][9]. - Consumers have voiced their frustration over the perceived decline in quality, with many sharing negative experiences related to spoiled or substandard products purchased from Baiguoyuan [20][22][24][28]. - The article emphasizes that consumers are willing to pay for quality but are resistant to being "educated" into purchasing expensive products that do not meet their expectations [10][28]. Group 2: Company Performance and Financials - Baiguoyuan's financial performance has deteriorated, with a reported revenue of 10.27 billion RMB in 2024, a decline of 9.8% from the previous year, and a pre-tax loss of 391 million RMB [34][35]. - The company has seen a significant reduction in its store count, closing nearly 1,000 locations in 2024, leaving only 5,127 stores operational [36]. - Membership numbers have also dropped, with a decrease of 317,000 paying members, representing a 27.1% decline from 2023 [38]. Group 3: Market Position and Competition - Baiguoyuan's market position has weakened, with its stock value plummeting by 71.5% since its IPO, reflecting a loss of investor confidence [41]. - The competitive landscape has intensified, with new players in the market offering fresh and affordable options, challenging Baiguoyuan's traditional business model [41][42]. - The article suggests that Baiguoyuan's refusal to adapt to consumer needs may lead to further losses in market share as consumers seek better value elsewhere [42][43].

Core Viewpoint - The recent controversy surrounding Baiguoyuan Group highlights the challenges the company faces due to high fruit prices and its refusal to cater to consumer demands, leading to significant stock price declines and operational struggles [1][3][5]. Company Performance - Baiguoyuan's revenue for 2024 was reported at 10.273 billion, a year-on-year decrease of 9.8%, marking the first net loss in five years with a pre-tax loss of 391 million [8][10]. - The company's gross margin fell from 11.5% to 7.4% over the same period, indicating a decline in profitability [10]. - The number of offline stores decreased from 6,093 in 2023 to 5,127 in 2024, with a significant acceleration in store closures in the second half of the year, averaging nearly five closures per day [8][10]. Market Position and Strategy - Baiguoyuan has positioned itself as a high-end fruit retailer, which has led to its products being perceived as overpriced by consumers, with examples of high prices shared on social media [5][7]. - The company has accumulated over 80 million registered members by February 2025, indicating a segment of consumers willing to pay for high-quality fruit [7]. - The competitive landscape has intensified with platforms like Hema and Meituan entering the fruit market, leveraging strong supply chains and diverse product offerings, which has pressured Baiguoyuan's high-margin strategy [10]. Franchisee Sentiment - Franchisees express concerns about profitability, with some reporting losses and a challenging operational environment, indicating a disconnect between the company's strategy and franchisee execution [10].

Core Viewpoint - The chairman of the company, Yu Huiyong, stated that the company will not cater to consumers, which has sparked controversy and backlash on social media [1][4] Group 1: Company Response - The company clarified that the chairman's remarks were taken out of context to create conflict, denying any intention to educate consumers [4] - The company has faced ongoing controversies regarding its pricing and quality, including incidents of selling spoiled fruits and re-labeling overnight fruits [4] Group 2: Financial Performance - In 2024, the company experienced a significant store closure trend, with a net reduction of 965 stores, averaging 2.64 closures per day [4] - The company's revenue for 2024 was 10.273 billion yuan, a year-on-year decline of 9.8%, while gross profit fell to 760 million yuan, down 41.9% year-on-year [4] - The company's net profit turned from a profit to a loss, reporting a net loss of 386 million yuan [4] Group 3: Marketing Strategy - Despite the chairman's statement of not catering to consumers, the term "cost-performance ratio" appeared 24 times in the company's 2024 financial report [4] - Since August of the previous year, the company has been selecting 1-2 high-quality fruit products each month to offer at competitive prices, indicating a shift towards meeting consumer demand for lower prices [4]