今天（8月10日） 话题"百果园称不会迎合消费者" 登上热搜 百果园的品质与价格不符 水果可以贵，但是质量要好 据媒体报道，8月8日，百果园董事长余惠勇表示："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。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，但另外一方面，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。" 此外，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 ...

曾有不少网友吐槽，"太贵了""月薪2万吃不起""百果园随便买买，一百大洋就没了""到底谁在吃百果园？"还有网友称，百果园越来越贵，质量却越来越 差。 今天（8月10日） 话题"百果园称不会迎合消费者" 登上热搜 据媒体报道，8月8日，百果园董事长余惠勇表示："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。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，但另外一方面，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。" 此外，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， ...

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]

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, emphasized the company's commitment to high-quality fruits despite consumer concerns about high prices, aiming to "educate consumers" about quality differences [1][2]. Group 1: Business Strategy - Baiguoyuan maintains a high-price strategy, positioning itself in the mid-to-high-end market, with prices approximately 1.2 times higher than other channels, which has led to criticism from consumers [2][3]. - The company has a membership base of several million, which supports its business model and value proposition [1]. Group 2: Financial Performance - In 2024, Baiguoyuan reported a revenue of 10.273 billion, a year-on-year decline of 9.8%, marking the first net loss in five years with a pre-tax loss of 391 million [2][3]. - The number of retail stores decreased by 966 to 5,127 by the end of 2024, with franchise stores dropping from 6,081 to 5,116, indicating a significant contraction in its physical presence [3]. Group 3: Market Challenges - The competitive landscape in the fruit retail market is intensifying, with consumers increasingly sensitive to price and seeking better value, which poses challenges for Baiguoyuan's high-price strategy [2][3]. - The company's reliance on franchise sales and management fees has created profitability pressures for franchisees, complicating its business model [3]. Group 4: Future Outlook - Baiguoyuan is attempting to adjust its product mix and increase the supply of high-cost performance products to recover from its current challenges, but results have been limited so far [3]. - The company needs to balance quality and price while better understanding consumer needs to regain market favor and achieve sustainable growth [3].

Core Insights - The chairman of Baiguoyuan, Yu Huiyong, addressed concerns about high fruit prices, emphasizing the importance of quality over low cost and the need to educate consumers about the value of high-quality fruits [1][3] - Baiguoyuan reported a revenue decline of 9.8% year-on-year for 2024, with a significant drop in gross profit by 41.9%, resulting in a pre-tax loss of 391 million yuan, compared to a profit of 381 million yuan in the previous year [3] - The company faced challenges from increased competition in the fruit retail industry and changing consumer demands, alongside internal operational adjustments [3] Company Overview - Baiguoyuan, officially known as Shenzhen Baiguoyuan Industrial (Group) Co., Ltd., was established in 2001 and operates as a large-scale chain enterprise involved in various aspects of the fruit supply chain [3] - As of the end of 2024, Baiguoyuan had 5,127 retail stores, reflecting a net decrease of 966 stores compared to the previous year [3] Market Performance - The company experienced a surge in interest during the airing of the popular drama "The Lychee of Chang'an," which coincided with the fresh lychee season, leading to over 77 million yuan in sales for the lychee category alone [3] - Baiguoyuan's stock price saw a significant increase of over 20% on July 7, but subsequently faced volatility, closing at 1.75 HKD per share on August 8, with a total market capitalization of 2.694 billion HKD [3]

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].