Core Viewpoint - The recent elevator advertisement by Tao Li Bread has sparked controversy due to its provocative wording, which suggests that those who dislike a specific product have not yet experienced the hardships of life [1] Group 1: Advertisement Controversy - The advertisement for the "Tao Li Egg Moon Cake" product included a statement implying that dislike for the five-nut filling is a sign of youth and inexperience [1] - In response to the backlash, Tao Li Bread's official account acknowledged the mistake, attributing it to leadership and promising that future promotions will be managed by younger staff [3] Group 2: Previous Issues - The controversial advertisement was taken down within a day of its release [5] - This incident is not the first for Tao Li Bread; in August 2022, its subsidiary faced an administrative penalty for food safety violations, where one batch of cake contained foreign matter [5][6] - The penalty included a fine of 50,000 yuan, with the company admitting to insufficient pest control measures [6] Group 3: Company Background - Tao Li Bread, originally established as Shenyang Tao Li Food Co., Ltd. in January 1997, has a registered capital of 1.6 billion yuan and specializes in the production and sale of baked goods, including seasonal products like mooncakes and rice dumplings [7]

Core Viewpoint - The recent controversial advertisement by Tao Li Bread has sparked significant backlash on social media, leading to the removal of the ad and raising questions about the company's marketing strategies [1][3][4]. Group 1: Advertisement Controversy - The advertisement for the "Egg Mooncake" product included a phrase suggesting that those who dislike the five-nut flavor have not yet experienced life's hardships, which was met with criticism from consumers [1][3]. - Following the backlash, Tao Li Bread's customer service confirmed that the advertisement was taken down and that the five-nut flavor was no longer available for purchase [3][4]. - The company acknowledged the controversy and expressed regret, stating that the ad was part of a new creative approach involving contributions from employees of various ages [4]. Group 2: Financial Performance - Tao Li Bread's revenue for 2024 was reported at 1.26 billion yuan, with mooncake sales accounting for approximately 2.07% of total revenue, indicating a minor impact on overall performance [5]. - The company experienced a decline in both revenue and profit in the first half of the year, with total revenue of 2.611 billion yuan, down 13.55% year-on-year, and a net profit of 204 million yuan, down 29.7% [5]. - The significant drop in net profit was attributed to increased depreciation costs from new projects and higher advertising expenses [5][6]. Group 3: Market Position - Tao Li Bread, established in 1997 and listed on the Shanghai Stock Exchange in 2015, is recognized as the "first stock of bread" in A-shares, operating over 310,000 retail terminals nationwide [5]. - As of the latest market data, the company's stock price was reported at 5.68 yuan, with a market capitalization of 9 billion yuan [7].

Core Viewpoint - The advertisement for "Peach Li Egg Mooncake" by Peach Li Bread has sparked controversy due to its provocative wording, leading to a swift retraction of the ad after just one day of being online [3][5]. Company Overview - Peach Li Bread Co., Ltd., originally established as Shenyang Peach Li Food Co., Ltd. in 1997, specializes in baked goods including bread, pastries, and seasonal products like mooncakes and rice dumplings. The company is known as the "first bread stock" in A-shares, having been listed in December 2015 [5][6]. Financial Performance - In the first half of 2025, Peach Li Bread reported a revenue of 2.611 billion yuan, a decrease of 409 million yuan or 13.55% compared to the same period last year [6]. - Research and development expenses for the same period amounted to 10.66 million yuan, down 30.81% year-on-year, representing only 0.4% of total revenue [6]. - Advertising and promotional expenses reached 42.96 million yuan, showing an increase of over 40% compared to 30.60 million yuan in the same period of 2024 [6]. Advertising Controversy - The controversial advertisement was part of an initiative to engage employees of different age groups in creating diverse content, resulting in 20 versions being produced. However, one version led to significant backlash from consumers [5][6]. - Following the backlash, the company expressed apologies and committed to improving its review processes to better balance creativity with caution in future advertising [5][6].

Core Viewpoint - The advertisement by Peach Li Bread (603866.SH) has sparked controversy due to its insensitive wording, leading to public backlash and the subsequent removal of the ad [1][3][6]. Group 1: Advertisement Controversy - The advertisement for the "Egg Mooncake" product included a phrase suggesting that those who dislike the five-nut flavor have not yet experienced life's hardships, which many consumers found offensive [1][3]. - Following the backlash, Peach Li Bread deleted the controversial advertisement and consumer comments expressing dissatisfaction [3][6]. - The company acknowledged the issue, stating that the ad was part of a creative initiative involving employees from different age groups, but one version led to significant controversy [6][7]. Group 2: Financial Performance - Peach Li Bread's revenue for the first half of 2024 was reported at 2.6 billion yuan, a year-on-year decline of 13.55%, with net profit dropping by 29.7% to 204 million yuan [8]. - The mooncake segment contributed only 1.26 billion yuan to total revenue, accounting for approximately 2.07% of the company's overall earnings, with production and sales volumes declining significantly [7][8]. - The company has increased its advertising and promotional expenses by over 40% in the first half of 2025 compared to the same period in 2024, amounting to 42.96 million yuan [9]. Group 3: Market Position - Peach Li Bread, established in 1997 and listed on the Shanghai Stock Exchange in 2015, is recognized as the "first stock of bread" in A-shares, operating over 310,000 retail terminals nationwide [7]. - The company's stock price recently closed at 5.68 yuan, with a market capitalization of 9 billion yuan [9].

Group 1: Retail Developments - Zhongbai Group is accelerating its expansion into the hard discount sector with the opening of 51 new stores on September 26, covering Wuhan and Huangshi, emphasizing quality and low prices with private labels [1] - Huawei and Meiyijia have signed a strategic cooperation agreement to enhance the digital and intelligent transformation of the retail industry through smart convenience store development [3] - Yonghui Supermarket has opened its 13th "Fat Donglai" support store in Henan, focusing on improving product structure and shopping experience to cater to local consumer needs [6] Group 2: Product Innovations - Hema has launched a new "Sunshine Dried Fruit" series, which has seen a 110% increase in sales due to its innovative recipe that reduces sugar content [8] - Yonghui Supermarket has introduced a new bakery product, "Camellia Flower Spring Water Toast," made with high-quality imported ingredients and a low-sugar, low-oil formula [10] Group 3: Market Trends - The 18th Asia International Fruit and Vegetable Expo has opened in Hong Kong, with Baiguoyuan showcasing its supply chain and brand advantages to global partners [13] - The price of the mini version of Labubu blind boxes has decreased by 10%-30% within a week of online sales, indicating a shift in consumer demand and market pricing [20]

Core Viewpoint - The recent advertisement by Tao Li Bread has sparked controversy due to its insensitive wording, leading to public backlash and the removal of the ad [2][4][5]. Group 1: Advertisement Controversy - The advertisement for the "Egg Mooncake" product included a phrase suggesting that those who dislike the five-nut flavor have not yet experienced life's hardships [2]. - Many consumers criticized the ad for exploiting others' suffering for marketing purposes, with some expressing confusion over the connection between mooncakes and life's challenges [4]. - Following the backlash, Tao Li Bread's customer service confirmed that the controversial advertisement was taken down, and the five-nut flavor was no longer available on their e-commerce platform [5][6]. Group 2: Company Background and Financial Performance - Tao Li Bread, established in 1997, specializes in baked goods, including mooncakes and seasonal products, and operates over 310,000 retail terminals nationwide [6]. - The company went public on December 22, 2015, and is known as the "first bread stock" in A-shares [7]. - In the first half of 2024, the company reported a revenue of 2.611 billion yuan, a year-on-year decline of 13.55%, and a net profit of 204 million yuan, down 29.7% compared to the previous year [7]. - The mooncake segment accounted for only 1.26 million yuan in revenue, representing about 2.07% of total revenue, with production and sales volumes declining significantly [7]. - Advertising and promotional expenses increased by over 40% in the first half of 2025 compared to the same period in 2024, reaching 42.96 million yuan [7]. Group 3: Market Performance - As of the latest trading session, Tao Li Bread's stock price closed at 5.68 yuan, reflecting a 2.16% increase, with a market capitalization of 9 billion yuan [8].

Core Viewpoint - The recent elevator advertisement by Tao Li Bread has sparked controversy due to its insensitive wording, leading to public backlash and the removal of the ad [1][3][5]. Group 1: Advertisement Controversy - The advertisement for the "Egg Mooncake" product included a phrase suggesting that those who dislike the five-nut flavor have not yet experienced life's hardships, which many consumers found offensive [1][3]. - Following the backlash, Tao Li Bread's official customer service confirmed that the controversial advertisement was taken down after just one day of being live [5]. - The company stated that the ad was part of a new internal creative process involving employees from different age groups, but one version led to significant controversy [5][6]. Group 2: Sales and Financial Performance - The "Egg Mooncake" product was priced at 35.9 yuan for a pack of eight 80g bags, with over 1,000 units sold prior to the controversy [3]. - In the 2024 annual report, mooncake revenue accounted for only 1.26 million yuan, approximately 2.07% of total revenue, with production and sales volumes declining by double digits compared to the previous year [8]. - For the first half of 2024, the company reported a revenue of 2.611 billion yuan, a year-on-year decrease of 13.55%, and a net profit of 204 million yuan, down 29.7% [8]. Group 3: Company Background and Market Position - Tao Li Bread, established in 1997, is a comprehensive company engaged in the production, processing, and sales of baked goods, including seasonal products like mooncakes [6]. - The company has 35 subsidiaries and over 310,000 retail terminals nationwide, and it is known as the "first stock of bread" in A-shares since its listing in December 2015 [6][8]. - As of September 4, 2023, the company's stock price was 5.68 yuan, with a market capitalization of approximately 9 billion yuan [10].

Core Viewpoint - The recent elevator advertisement by Tao Li Bread featuring a controversial message about its Five Nut Mooncake has sparked significant public debate, leading the company to remove the ad following customer feedback [1][4]. Group 1: Advertisement Controversy - The advertisement claimed that those who dislike Five Nut Mooncake are simply too young to appreciate it, which drew criticism from social media users [1][3]. - Following the backlash, Tao Li Bread's customer service confirmed that the advertisement has been gradually taken down [4]. Group 2: Product Issues - In July, Tao Li Bread publicly apologized for the non-compliance of its "Chun Shu Sliced Bread" in a food safety inspection, where the total bacterial count exceeded national standards [4]. - The company took immediate corrective actions, including product recalls and enhanced quality control measures for online sales [4]. Group 3: Company Background - Tao Li Bread Co., Ltd. was established on January 23, 1997, and specializes in the production and sale of baked goods, including bread, pastries, and seasonal products like mooncakes [5]. - The company operates 35 subsidiaries and has established over 310,000 retail terminals across the country [5].

Core Viewpoint - The company, Maiqu'er, has announced the establishment of two wholly-owned subsidiaries in Xinjiang, indicating a strategic expansion in the baking industry [1] Group 1: Company Actions - The company has invested a total of 200,000 yuan (approximately 28,000 USD) to set up two subsidiaries: Xinjiang Tianshan Oasis Baking Co., Ltd. and Xinjiang Tianshan Yunmu Baking Co., Ltd. [1] - The company has received business licenses from the Changji City Market Supervision Administration, completing the registration process for the new subsidiaries [1]

Core Viewpoint - The advertisement by Tao Li Bread has sparked controversy for its provocative wording, suggesting that those who dislike a specific mooncake flavor (five-nut) are simply too young to appreciate it, which has been criticized as insensitive marketing [1] Group 1: Advertisement Controversy - The advertisement states, "If you think five-nut is not tasty, it is because you are still young and have not fully experienced the hardships of life" [1] - Social media reactions include criticism that the ad uses others' suffering for marketing purposes and confusion over why purchasing mooncakes should involve such negative connotations [1] - The product in question, "Egg Mooncake," is priced at 35.9 yuan for a package of 8 bags (80g each), with over 1,000 units sold on Taobao [1] Group 2: Company Response - A representative from Tao Li Bread indicated that the company would report the issue to relevant departments following the backlash [1] - As of the report's publication, no response had been received from Tao Li Bread regarding the controversy [1]