Core Viewpoint - Xiamen Yan's Nest Industry Co., Ltd. (referred to as "Yan's Nest") has entered the capital market after multiple IPO attempts, but its performance post-listing has been weak, with revenue growth accompanied by a significant decline in net profit in 2024 [1] Financial Performance - In 2024, Yan's Nest reported a revenue increase of 4.37% year-on-year to 2.05 billion yuan, while net profit plummeted by 24.18% to 160 million yuan, marking the first time net profit margin fell below 10% [1] - The sales revenue from pure bird's nest products was 1.795 billion yuan, accounting for 87.6% of total revenue, with a mere 0.06% growth year-on-year [2] Marketing and Cost Structure - Sales and distribution expenses surged by 19% year-on-year to 670 million yuan, representing 32.7% of total revenue, primarily due to high-profile endorsements and increased promotional costs [2] - The strategy of relying on celebrity endorsements and e-commerce channels has led to a significant increase in promotional expenses, with over 60% of revenue coming from e-commerce [2] Competitive Landscape - Yan's Nest faces intensified competition, with brands like Xiaoxian Stewed and pharmaceutical-backed companies entering the health market, while prices for ready-to-eat bird's nest products have dropped significantly [3] - The company's attempt to diversify with "bird's nest+" products has seen limited success, with these products only accounting for 11.3% of revenue and lacking technological barriers [3] Consumer Trust and Market Dynamics - The industry continues to grapple with trust issues, particularly following past incidents related to product safety, which have led to consumer skepticism about quality [3] - The core customer base is shifting, with younger consumers gravitating towards more affordable health products, while high-end customers are increasingly attracted to competing brands [3] Strategic Challenges - Yan's Nest's strategies, such as cost reduction through smart factories and expanding into county markets, are unlikely to reverse the profit decline in the short term [3] - Without significant breakthroughs in research and development or product innovation by 2025, the company's leading position in the market may be at risk [3]

金融八卦女频道 . 以下文章来源于金融八卦女频道 ，作者乌彦祖假正经 有深度、有温度、有态度，在这里读懂财富。 文 来源 丨金融八卦女 作者 | 乌彦祖假正经 男人的消费能力果然好起来了，连燕窝都盯上他们了。 3月18日，知名的燕窝品牌燕之屋找万科创始人王石代言燕窝，而且还是男士专属燕窝。广告文案写道："全球首款男人的燕窝——总裁碗燕，助力新高 度，成就每一个挑战。" 既然是总裁吃的燕窝，价格得对得住这个title，王石同款燕窝礼盒售价3168/盒，一盒有6碗，算下来一碗燕窝528元。但同样是燕之屋品牌，巩俐代言的"女 士碗燕"，礼盒装同样是6碗一盒，价格才1548元，便宜了将近一半。 凭什么收男人"智商税"，哦不能这么说，应该是卖给男人的燕窝为什么这么贵？ 王石在另一段视频中说，"总裁碗燕"包含了燕窝、人参、铁皮石斛等8重滋补，"每天一碗，能量满满"。 网友，尤其是男网友都不淡定了： "确定不是男人的第一口智商税吗？燕窝的主要作用是美容养颜、滋阴润燥，男人要这些东西干嘛？不过，价格倒是不坑我，建议卖给沪爷。" 燕窝突然从女性市场专属转向男性市场，的确有点突兀，好像跟男人推销"神仙水"，总感觉哪里怪怪的。 是 ...

文 | 新浪财经 闫妍 两天前，万科创始人王石官宣代言燕窝品牌燕之屋。据燕之屋品牌旗舰店显示，王石同款燕窝礼 盒 3168 元一盒，每盒 6 碗，算下来一碗燕窝售价为 528 元。 截至今天凌晨，其淘宝官方旗舰店已售出30盒。燕之窝客服表示，这款售价高是因为用料更多， 但拒绝回答功效等提问。 燕之屋被称作"燕窝第一股"。根据其近日披露的2024年财报显示，实现营收20.5亿元，同比增长 4.37%，年内利润为1.6亿元，同比下滑24.18%。对比以往业绩来看，2024年公司净利润出现了5 年来的首次下滑。 这也意味着，燕之屋经营业绩开始拐头向下，正面临着严峻的增长挑战。在此背景下，瞄准男性 消费市场并重金邀请王石代言，这一策略能否成为燕之屋的"救命稻草"？ 售价超3000元/盒 客服拒谈功效 近日，万科创始人王石官宣代言燕之屋品牌燕窝，并在微博发文晒出品牌广告写道："全球首款男 人的燕窝——总裁碗燕，助力新高度，成就每一个挑战。" 随即，燕之屋在官网上也挂上了王石为品牌代言人的信息和广告。而据该公司官方旗舰店，王石 代言的燕之屋碗燕总裁款（6碗装），售价为3168元，每碗（158g）的价格为528元。而据公开 ...