Core Viewpoint - The recent elevator advertisement by Tao Li Bread featuring a controversial tagline has sparked public debate, leading the company to issue an apology and shift its marketing strategy to younger team members [1][3]. Financial Performance - In the first half of 2024, Tao Li Bread's core products, including bread and pastries, generated revenue of 5.906 billion yuan, a decline of 9.58% compared to the previous year [4]. - The company's mooncake sales also saw a decrease, with revenue of 126 million yuan, down 14.95% year-on-year [4]. - For the first half of 2025, Tao Li Bread reported total revenue of 2.611 billion yuan, a year-on-year decrease of 13.55%, and a net profit attributable to shareholders of 204 million yuan, down 29.7% [4]. - The company's advertising and promotional expenses for the first half of 2025 amounted to 42.96 million yuan, representing an increase of over 40% compared to 30.60 million yuan in the same period last year [4].

Core Viewpoint - The controversy surrounding the advertisement for the "Egg Mooncake" product by Taoli Bread highlights a disconnect between the brand's marketing strategies and consumer expectations, leading to negative feedback and a need for improved oversight in advertising content [2][3][5]. Group 1: Advertisement Controversy - The advertisement for the "Egg Mooncake" included a controversial phrase suggesting that those who dislike the five-nut flavor have not yet experienced life's hardships, which sparked backlash on social media [2][3]. - Following the backlash, Taoli Bread's official customer service confirmed that the advertisement was being taken down and that the five-nut flavor was no longer available on their e-commerce platform [3]. - The company acknowledged that the advertisement was part of a new internal creative process aimed at resonating with different age groups, but one version led to significant controversy [3]. Group 2: Marketing Strategy Issues - Taoli Bread's recent marketing efforts have been criticized for being out of touch, with various ads attempting to connect with younger consumers but instead creating a sense of awkwardness and disconnect [5]. - The company has employed a range of unconventional marketing tactics, including using internet slang and local dialects, which have not resonated well with the target audience [5]. Group 3: Financial Performance - Taoli Bread reported a revenue of 2.61 billion yuan for the first half of 2025, a decrease of 13.55% compared to the previous year, with net profit dropping by 29.70% [8][9]. - The decline in net profit was attributed to increased depreciation costs from new projects and higher advertising expenses, which rose over 40% year-on-year [8][9]. - The company has faced scrutiny due to a product quality issue, with a specific bread product failing a national inspection, further complicating its marketing challenges [9]. Group 4: Company Background - Taoli Bread, established in 1997, is a comprehensive company focused on the production, processing, and sales of baked goods, with a registered capital of approximately 1.6 billion yuan [6]. - The company operates over 310,000 retail terminals across the country and is known as the "first stock of bread" in the A-share market since its listing in December 2015 [6].

Core Viewpoint - The recent elevator advertisement by Tao Li Bread has sparked controversy due to its insensitive wording, which some consumers interpreted as exploiting personal hardships for marketing purposes [3][5]. Group 1: Advertisement Controversy - The advertisement for the "Egg Mooncake" product included a phrase suggesting that those who dislike five-nut mooncakes have not yet experienced life's hardships, leading to backlash from consumers [3][5]. - Many social media users criticized the ad for being inappropriate, with comments questioning the connection between purchasing mooncakes and experiencing life's difficulties [3][5]. - Following the backlash, the advertisement was taken down within a day, and the company issued an apology for the controversy [5][6]. Group 2: Company Response - A representative from Tao Li Bread explained that the advertisement was part of a new internal co-creation mechanism, where employees of various ages contributed to the marketing content [6]. - The company aimed to resonate with different age groups through diverse expressions but acknowledged that one version led to controversy [6]. - The company plans to improve its review process to balance creativity with careful oversight to prevent similar issues in the future [6].

Core Viewpoint - The controversy surrounding the "life beating theory" mooncake advertisement by Taoli Bread highlights the disconnect between traditional brands and modern consumer expectations, leading to significant backlash and a rapid retraction of the ad [2][3][4] Group 1: Advertisement Controversy - Taoli Bread's advertisement, which was perceived as offensive to both mooncake lovers and haters, sparked widespread criticism on social media, resulting in the company quickly replacing the ad with a different style [2][3] - The official apology from Taoli Bread acknowledged the failure of the advertisement and indicated that the leadership would take responsibility for the misstep [2][3] Group 2: Marketing Strategy and Consumer Response - The failed advertisement reflects a broader issue of traditional brands struggling to connect with younger consumers in the current marketing landscape, leading to what some have termed "self-destructive" marketing strategies [3][4] - Despite attempts to resonate with younger audiences through creative advertising, the execution has often resulted in awkwardness and misunderstanding, indicating a misalignment with consumer sentiment [3][4] Group 3: Financial Performance - Taoli Bread has faced declining financial performance, with net profits decreasing for four consecutive years and a reported double-digit decline in both revenue and net profit for the first half of 2025 [3][4] - The mooncake business specifically has seen a nearly 15% revenue drop in 2024, further compounding the company's challenges [3]

Core Viewpoint - The company, Tao Li Bread, is facing significant challenges with a nearly 30% decline in net profit in the first half of the year, alongside a controversial advertising campaign for its mooncake product, which has led to public backlash [1][2]. Financial Performance - In the first half of the year, Tao Li Bread reported a revenue of 2.611 billion yuan, a year-on-year decrease of 13.55% [1]. - The net profit attributable to shareholders was 204 million yuan, down 29.70% year-on-year [1]. - The net profit after deducting non-recurring gains and losses was 194 million yuan, reflecting a decrease of 30.03% year-on-year [1]. Advertising and Marketing - The company acknowledged that the decline in net profit was primarily due to increased depreciation costs from new projects and a rise in advertising and promotional expenses [2]. - Advertising and promotional expenses for the first half of the year amounted to 42.96 million yuan, which is over 10 million yuan higher than the 30.60 million yuan spent in the same period of 2024, marking an increase of over 40% [2]. Public Relations Response - Following the backlash from the controversial elevator advertisement for the "Tao Li Egg Mooncake," the company issued an apology, stating that the previous leadership was responsible for the ad and that the marketing direction will now be led by younger team members [1][3]. - The company also defended the product, suggesting that the mooncake is actually quite good despite the criticism [1].

Core Viewpoint - The controversy surrounding the advertisement by Tao Li Bread reflects a disconnect between the brand's marketing approach and consumer expectations, highlighting the importance of respecting consumer sentiments in marketing strategies [8][11]. Group 1: Advertisement Controversy - Tao Li Bread's advertisement suggested that the dislike for five-nut mooncakes is due to youth and lack of life experience, which was perceived as condescending and manipulative by many consumers [1][3]. - The advertisement was quickly taken down after one day due to backlash, with the company acknowledging the misstep and apologizing for the unintended offense [8]. Group 2: Company Response and Strategy - A company representative stated that the advertisement was part of a new internal creative process involving employees of various ages, aiming to resonate with a diverse audience, but one version sparked significant controversy [8]. - The company has committed to improving its review mechanisms to balance creativity with careful oversight to prevent similar issues in the future [8]. Group 3: Financial Context - Tao Li Bread's financial performance has been under pressure, with a reported revenue of 2.611 billion yuan (down 13.55% year-on-year) and a net profit of 204 million yuan (down 29.7% year-on-year) for the first half of 2025 [11]. - Despite the decline in revenue and profit, advertising expenses increased by 40% to 42.96 million yuan, indicating a potential misalignment between marketing investments and consumer reception [11]. Group 4: Consumer Sentiment and Market Reaction - The backlash against the advertisement is seen as part of a broader trend where brands fail to respect consumer perspectives, similar to past incidents with other companies [11]. - Observers note that the controversy reflects deeper issues of brand transformation and the need for genuine empathy in marketing, emphasizing that respect for consumer dignity should be paramount [11].

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].