Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, responded to consumer complaints about rising fruit prices, stating that the company will not cater to consumers and emphasizes the importance of educating consumers about product value [3]. Group 1: Company Response - Baiguoyuan's chairman released a video on August 8, addressing consumer concerns about high prices, asserting that the company focuses on educating consumers rather than catering to their demands [3]. - The statement sparked significant public interest and became a trending topic, highlighting the broader commercial debate about the relationship between businesses and consumers in terms of education and value perception [3]. Group 2: Market Dynamics - The fruit market is characterized by high price sensitivity, as consumers can easily compare prices across different channels. If they do not perceive sufficient quality differences, they are unlikely to accept higher prices [4]. - Retail experiences indicate that when consumer sentiment shifts negatively, they often "vote with their feet" by switching to alternative brands or channels rather than engaging in debate [4]. Group 3: Consumer Education - The concept of "educating consumers" is not inherently negative; it involves helping consumers understand product quality and value through branding and service experiences [3][5]. - Effective consumer education is a two-way street, where businesses attempt to align their value propositions with consumer expectations, while consumers influence market dynamics through their purchasing behaviors [5][6]. Group 4: Pricing and Value - For premium pricing to be sustainable, consumers must recognize and accept the differences in quality and experience that justify the higher costs [5]. - The ultimate judge of business competition is the market, where the relationship between pricing and value must be validated through actual transactions [6].

Core Viewpoint - The chairman of Baiguoyuan responded to consumer complaints about rising fruit prices, emphasizing that the company will not cater to consumer demands but rather focus on educating consumers about product value [3][4]. Group 1: Company Response - Baiguoyuan's chairman, Yu Huiyong, stated that the company has been on a path of educating consumers rather than simply catering to their demands [3]. - The statement sparked significant public interest, highlighting the broader commercial debate about whether companies or consumers should be educating each other [3][4]. Group 2: Consumer Sensitivity - Consumers are highly sensitive to price changes, especially for everyday items like fruit, and can easily compare prices across different channels [4]. - If consumers do not perceive sufficient quality differences or enhanced experiences, they are unlikely to accept higher prices [4]. Group 3: Market Dynamics - The retail market often sees price disputes, and companies must provide substantial evidence and experiences to justify higher prices [5]. - The relationship between pricing and consumer expectations is crucial, and feedback from consumers can shape market dynamics more effectively than marketing strategies [5][6]. Group 4: Effective Education - The most effective form of "education" in retail comes from positive shopping experiences that lead consumers to willingly pay for products [5][6]. - Companies should prioritize listening to consumer feedback and adapting to market changes rather than adhering to a one-sided educational approach [6].

Core Viewpoint - The article discusses the controversy surrounding the pricing and quality of fruits sold by Baiguoyuan, highlighting the company's stance on consumer education and its implications for customer satisfaction and loyalty [3][14][22]. Pricing Issues - Baiguoyuan's fruit prices are perceived as high, with examples showing that their lychee is priced at 39.9 yuan per 500 grams in Beijing, compared to 16.8 yuan at a competitor [3][10]. - Consumers have expressed dissatisfaction with the quality of Baiguoyuan's fruits, stating that they often receive fruits that are not fresh or of poor quality, leading to a decline in membership renewals [11][12]. Consumer Education Stance - Baiguoyuan's chairman, Yu Huiyong, emphasized that the company aims to "educate consumers" rather than cater to their preferences, which has drawn criticism from consumers who feel this approach is condescending [14][15]. - Many consumers reject the notion of needing education on fruit quality, arguing that they are willing to pay for high-quality products and expect the company to meet those standards [14][15]. Return Policy Concerns - The "three no-return" policy introduced in 2009 has faced criticism, with complaints about difficulties in obtaining refunds for unsatisfactory products [4][21]. - Franchisees have reported financial losses due to changes in the return policy, which now requires them to bear a larger portion of the costs associated with returns [21][22]. Financial Performance - Baiguoyuan's financial performance has shown a decline, with a reported revenue growth rate of only 0.69% and a pre-tax loss of 391 million yuan in 2024, marking the first net loss in five years [22]. - The chairman's salary has also decreased, with a reported total compensation of 1.097 million yuan in 2023, down approximately 7.38% from the previous year [4].

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, responded to consumer complaints about rising fruit prices, stating that the company will not cater to consumers but rather focus on educating them about product value [2][3] Group 1: Company Response - Baiguoyuan's chairman emphasized that the company aims to educate consumers rather than simply meet their demands, which sparked significant public discussion [2][3] - The statement raised questions about the relationship between businesses and consumers, particularly in terms of who is "educating" whom in the market [3] Group 2: Market Dynamics - The concept of "educating consumers" is not inherently negative; it involves helping consumers understand product quality and value through branding and service [3][4] - High-frequency consumer goods like fruit have a higher price sensitivity compared to luxury items, making it crucial for companies to justify their pricing through quality and experience [4][5] Group 3: Consumer Behavior - When consumers feel that prices exceed their expectations without adequate justification, they may quickly switch to alternative brands or channels [4][5] - The effectiveness of "education" in retail is ultimately determined by consumer experiences and perceptions rather than verbal assertions [5][6] Group 4: Business Strategy - Companies must listen to consumer feedback and adapt to market changes rather than adhering to a one-sided educational approach [6] - The market will ultimately favor brands that can effectively communicate value while meeting consumer needs [6]

然而，百果园的高价策略在社交媒体上遭到了众多网友的吐槽。不少人表示 "月薪2万吃不起"、"百果 园随便买买，一百大洋就没了"，还有网友称百果园价格越来越高，质量却越来越差。在消费观念逐渐 转变，"平替" 消费观成为主流的当下，消费者更加注重质价比，对价格的敏感度也越来越高。百果园 定位中高端精品水果，定价基本是其他渠道的1.2倍，这使得其在市场竞争中面临不小的压力。 近日，百果园董事长余惠勇针对水果价格问题的回应引发广泛关注。在视频中，余惠勇表示，百果园会 坚守高品质路线，即便面临 "水果太贵" 的质疑，也不会轻易迎合消费者对低价的诉求，而是致力于 "教育消费者成熟"。这一言论在社交媒体上掀起热议，也引发了人们对百果园商业模式、市场定位以及 未来发展的深入思考。 余惠勇指出，水果看似普通，实则品质差异巨大，外观相似的水果，品质和价格可能相差四五倍。便宜 的水果供大于求，而高品质水果则供不应求，这是百果园水果价格偏高的重要原因。同时，他强调百果 园拥有几千万会员，这些会员认可百果园的价值，是百果园得以存在和发展的基础。 在谈及商业理念时，余惠勇将商业行为分为两类：一是利用消费者的无知，二是教育消费者成熟。他表 ...

近日，百果园董事长余惠勇发视频回应水果贵。 视频中，余惠勇表示："水果这个产品非常普通，但是真正了解水果的呢，非常少，我们仍然会坚守做高品质的。我要想给顾客留下一个便宜的印象是很 容易的，因为它不同的品质差别太大了，哪怕外观同样的水果，有的时候差到四五倍。而且便宜的水果呢供大于求，但真正的好水果是供不应求的，也是 它贵的一个原因。我们一方面，可以听到百果园太贵了的声音，但另一方面，我们百果园有几千万的会员，如果没有一批真正认识到百果园价值的顾客， 那百果园也就不复存在。" 门店方面，截至2024年底，百果园的零售门店数量为5127家，同比净减少966家。 余惠勇还提到："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。但是如果消费者不知情的时候，实际上他是无从选 择的，他只能选择便宜，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应给我们顾客，但是我绝不在品质上做让 步，除非我直接换品相，把品质做差一点、价格便宜点，但这不 ...

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, stated that the company will not cater to consumer preferences and is focused on educating consumers about quality, despite criticism regarding high fruit prices and inconsistent quality [1][8][10]. Pricing and Consumer Perception - Baiguoyuan's fruit prices are significantly higher than competitors, with lychee priced at 39.9 yuan per 500 grams in their stores compared to 16.8 yuan at Fresh Fruit Exchange [1][3][6]. - Consumers have expressed dissatisfaction with the quality of Baiguoyuan's fruits, claiming they are often overpriced and not fresh, leading to a decline in membership renewals [1][3][8]. - The chairman's comments about educating consumers have been met with skepticism, with many consumers feeling that they should not be "educated" on fruit choices [8][9]. Refund Policy and Franchisee Concerns - Baiguoyuan's "three no-return" policy, which allows refunds without a receipt or reason, has faced criticism due to ongoing complaints about refund difficulties [10][13]. - Franchisees have reported financial losses due to changes in the refund policy, where the company now covers only 60% of the refund costs, impacting their profitability [2][13]. Financial Performance - Baiguoyuan's financial reports indicate a significant decline in revenue growth, with a 0.69% increase in 2023 and a pre-tax loss of 391 million yuan in 2024, marking the first net loss in five years [14]. - The chairman's salary has decreased by approximately 7.38% from 2023 to 2024, reflecting the company's financial challenges [2].

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, emphasized the company's commitment to high-quality fruits and stated that it will not compromise on quality to cater to consumer price sensitivity [2][4][5]. Company Performance - Baiguoyuan reported a revenue of 10.273 billion yuan for 2024, a year-on-year decline of 9.8% [6]. - The company's gross profit was 764 million yuan, down 41.9% year-on-year [6]. - The company faced a pre-tax loss of 391 million yuan, compared to a profit of 381 million yuan in the same period last year [6]. Market Challenges - The company cited intensified competition in the fruit retail industry and changing consumer demand as significant challenges [6]. - Baiguoyuan's retail store count decreased by 966 stores year-on-year, totaling 5,127 stores by the end of 2024 [6]. Stock Performance - As of August 8, Baiguoyuan's stock closed at 1.75 HKD per share, reflecting a 6.06% increase, with a total market capitalization of 2.694 billion HKD [6]. - The stock price experienced a notable rise of 13.73% on July 7, coinciding with the airing of a popular drama that featured fresh lychees [6].

Core Viewpoint - The company, 百果园, is facing significant criticism from consumers regarding high prices and perceived declining quality of its products, leading to a negative public perception and financial struggles [1][3][5]. Company Performance - 百果园 reported a revenue of 102.73 billion yuan in 2024, a year-on-year decline of 9.8%, and a pre-tax loss of 3.91 billion yuan, marking the first net loss in five years [11]. - The company experienced a drastic drop in net profit, with a decrease of 66.06% in the first half of 2024 compared to the previous year [11]. - The number of retail stores decreased by 966 year-on-year, with an average of nearly 5 stores closing daily, leaving a total of 5,127 stores [11]. Consumer Sentiment - Social media users have expressed frustration over the high prices of fruits at 百果园, with comments highlighting that even a modest purchase can exceed 100 yuan [3][5]. - The company's chairman, 余惠勇, acknowledged the complaints about pricing but emphasized the importance of quality and the need to educate consumers about the value of high-quality fruits [5]. Market Position - 百果园 has over 5,000 chain stores and more than 80 million registered members across over 190 cities in China [11]. - The company aims to maintain its focus on high-quality products rather than competing solely on price, despite the current market pressures [5].

Core Viewpoint - The chairman of the company, Yu Huiyong, emphasized that the company will not compromise on quality to cater to consumer demands, despite facing criticism for high fruit prices [1][3]. Company Performance - In 2024, the company reported a revenue of 10.273 billion yuan, a year-on-year decrease of 9.8% [5]. - The gross profit was 764 million yuan, down 41.9% year-on-year [5]. - The company faced a pre-tax loss of 391 million yuan, compared to a profit of 381 million yuan in the same period last year [5]. - The number of retail stores decreased by 966, totaling 5,127 stores by the end of 2024 [5]. Market Positioning - The company aims to educate consumers about the quality differences in fruits rather than exploiting their lack of knowledge for short-term gains [3]. - Yu Huiyong stated that the price difference for fruits of varying quality can be as much as four to five times, indicating a focus on high-quality products [3]. Stock Performance - As of August 8, the company's stock closed at 1.75 HKD per share, reflecting a 6.06% increase, with a total market capitalization of 2.694 billion HKD [5]. - The stock price had previously surged by 13.73% on July 7, coinciding with the airing of a popular drama that increased interest in the company's lychee products [5].