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].

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，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，但这不是我们要走的路。" 曾有不少网 ...

8月9日晚，#百果园称不会迎合消费者#冲上热搜第一。 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。我们一方面呢，可以听到百果园太贵了的声音，但另外一方面呢，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，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，但这不是我们要走的路。" 百果园官网显示，百果园（全称深圳百果园实业（ ...

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, addressed concerns about high fruit prices, emphasizing the importance of quality over low cost and the need for consumer education regarding fruit value [2][5]. Group 1: Company Performance - Baiguoyuan's revenue growth has significantly declined, with a 0.69% increase in 2023 and a 9.8% decrease in 2024, marking the first net loss in five years with a pre-tax loss of 391 million yuan [5][7]. - The number of retail stores has decreased by 966, leaving a total of 5,127 stores, while franchise stores dropped from 6,081 to 5,116, indicating a closure of nearly five stores daily [7]. Group 2: Consumer Perception - Social media users have criticized Baiguoyuan for high prices, with comments like "too expensive" and "monthly salary of 20,000 can't afford it," reflecting a growing dissatisfaction among consumers [5][8]. - Despite the negative feedback, Baiguoyuan has a loyal customer base of several million members who recognize the company's value [2]. Group 3: Market Trends - The release of the popular drama "The Lychee of Chang'an" coincided with the fresh lychee season, leading to over 77 million yuan in sales for this fruit category, temporarily boosting Baiguoyuan's stock price by over 20% [7]. - Currently, Baiguoyuan's stock price is reported at 1.75 HKD, with a total market capitalization of 2.694 billion HKD [7].

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, addressed concerns about high fruit prices, emphasizing the importance of quality over low cost and the need for consumer education regarding fruit value [1][4]. Group 1: Company Performance - Baiguoyuan's revenue growth has significantly declined, with a reported revenue increase of only 0.69% and a net profit growth of 11.88% in early 2023 [4]. - For the first half of 2024, Baiguoyuan experienced negative growth in both revenue and net profit, with revenue down by 11% and net profit down by 66.06% [4]. - The company's 2024 financial report indicated a revenue of 10.273 billion yuan, a year-on-year decrease of 9.8%, and a pre-tax loss of 391 million yuan, marking the first net loss in five years [4][6]. Group 2: Market Dynamics - Consumer complaints about high prices have been prevalent on social media, with comments highlighting affordability issues and perceived declining quality [4]. - Baiguoyuan's retail store count has decreased by 966 stores year-on-year, leaving a total of 5,127 stores, with franchise stores also declining from 6,081 to 5,116 [6]. - Despite challenges, the company saw a surge in sales related to lychee during the airing of a popular drama, generating over 77 million yuan in sales for that category [6]. Group 3: Stock Performance - Baiguoyuan's stock price experienced volatility, with a peak increase of over 20% on July 7, followed by a decline, currently trading at 1.75 HKD per share, with a total market capitalization of 2.694 billion HKD [6].

今天（8月10日） 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。 有网友表示： 登上热搜 百果园的品质与价格不符， 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 ...

Core Viewpoint - The chairman of the company, Yu Huiyong, addressed concerns regarding the high prices of fruits sold by the company, emphasizing the importance of quality over price and the need for consumer education [2][3]. Group 1: Company Response - Yu Huiyong acknowledged the complaints from consumers about the high prices of fruits, stating that while there are voices claiming the products are too expensive, the company has millions of members who recognize the value of its offerings [3]. - He highlighted the significant quality differences in fruits, noting that cheaper fruits often have a surplus supply, while high-quality fruits are in short supply, which contributes to their higher prices [3]. Group 2: Business Philosophy - The company aims to educate consumers rather than simply catering to their desire for lower prices, believing that many consumers lack knowledge about the true value of quality fruits [3]. - Yu Huiyong stated that the company will continue to optimize costs but will not compromise on quality, indicating a commitment to maintaining high standards rather than offering lower-quality products at reduced prices [3]. Group 3: Market Position - The company's latest stock price is reported at 1.75 HKD per share, with a total market capitalization of approximately 2.7 billion HKD [4].

Core Viewpoint - The rising prices of fruits at Baiguoyuan have led to customer dissatisfaction, with many expressing that the costs are unaffordable for average salaries, while the company maintains its commitment to high-quality products despite the price increases [1][3][7]. Company Performance - Baiguoyuan's revenue growth has significantly declined, with a reported revenue growth rate of only 0.69% in 2023 and a net profit growth rate of 11.88%. In the first half of 2024, both revenue and net profit experienced negative growth, with revenue down by 11% and net profit down by 66.06% [16]. - The company's 2024 financial report indicated a revenue of 10.273 billion yuan, a year-on-year decrease of 9.8%, and a pre-tax loss of 391 million yuan, marking the first net loss in five years [16]. Store Operations - Baiguoyuan operates over 5,000 chain stores and has more than 80 million registered members across over 190 cities. However, the number of retail stores has decreased by 966 year-on-year, leaving only 5,127 stores by the end of 2024 [16]. - The number of franchise stores also declined from 6,081 to 5,116, averaging nearly five store closures per day [16]. Customer Perception and Strategy - The chairman of Baiguoyuan, Yu Huiyong, acknowledged customer complaints about high prices but emphasized the importance of educating consumers about the value of quality fruits. He stated that the company aims to avoid compromising on quality for lower prices [9][11]. - Yu also highlighted the company's strategy of either optimizing costs to lower prices or maintaining quality, indicating that the focus will not shift towards cheaper, lower-quality products [11].

8月9日晚，话题"百果园称不会迎合消费者"冲上微博热搜第一，引发网友热议。 8月8日，百果园董事长余惠勇发视频回应水果贵。 根据报道，社交媒体上，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。 百果园的成功始于2001年，创始人余惠勇用400块钱创办了深圳百果园实业发展有限公司。 2023年1月，百果园挂牌港交所成功登陆资本市场后，公司业绩火速下降，营收增速骤降至0.69%，归属净 利润增速降至11.88%；进入2024年上半年，百果园营收、净利润则双双负增长，分别同比下滑11%、 66.06%。 公司2024年的财报显示，百果园实现收入102.73亿元，同比下降9.8%，除所得税前亏损为3.91亿元，而上 年同期则盈利3.81亿元，这是近五年来百果园首次出现净利亏损。 去年年初，百果园还计划未来十年内营收突破千亿元、线下门店超过万家。然而截至2024年底，百果园的 零售门店数量同比净减少966家，仅剩下5127家。期内加盟店数量从6081家减至5116家，平均每天关店近5 家。 视频中，余惠勇表示："水果这 ...