齐鲁晚报·齐鲁壹点 魏银科 8月8日百果园董事长余惠勇关于"教育消费者成熟，不迎合消费者"的言论，瞬间点燃了舆论火药桶。48 小时内，"百果园称不会迎合消费者"冲上热搜首位。消费者的不满也如潮水般涌来："买个水果还要被 上课？""月薪两万吃不起水果""到底谁在吃百果园？"……这一番"教育论"看似立意高远，实则与百果 园当下的市场境遇、消费者需求背道而驰，深刻暴露出企业在品牌认知与市场策略上的严重偏差。 余惠勇提出商业仅有"利用消费者的无知"与"教育消费者成熟"两种，坚称百果园走的是教育消费者成熟 的道路。这一观点乍听之下，似乎凸显了企业的"使命感"，但在实际语境中，却充满了居高临下的"傲 慢"。消费者花钱购买水果，是为了满足生活需求，不是来接受企业"教育"的。这种无视消费者主体地 位的言论，难免让人反感，网友那句"买个水果还要被上课"，便是大众情绪的生动写照。 百果园此次"教育论"翻车，是品牌叙事与用户体验断裂的必然结果。在竞争激烈的水果零售市场，品 质、价格与服务才是立足之本。如果不能真正满足消费者需求，再漂亮的言辞、再高的品牌定位，都难 以支撑企业长远发展。市场是无情的，消费者的选择就是最好的评判标准，希 ...

专题：百果园董事长回应水果太贵：不会迎合消费者，在教育消费者成熟 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 时行工作室 8月11日消息，近期百果园董事长余惠勇言论引发争议，今日港股百果园集团股价大跌，最大跌幅7%， 截至发稿跌幅收窄至0.5%。 近日，一段百果园董事长余惠勇的视频在社交平台掀起轩然大波。画面中，他面对镜头直言："百果园 不会迎合消费者，我们选择教育他们成熟。" 该言论被网友批"傲慢"，网友直斥："消费者不需要被教育，市场会教你做人"。网友表示，百果园恐步 钟薛高后尘，此前钟薛高创始人林盛因"爱买不买""成本40元就该卖66元"等言论遭全网抵制，最终品牌 破产。 这句带着精英主义色彩的宣言，像一记重锤砸向公众情绪的临界点——彼时，这家曾以"高端水果专 家"自居的企业，正深陷闭店潮、巨额亏损与食品安全危机的泥潭。 当余惠勇的言论登上微博热搜，#月薪2万吃不起百果园#的标签下，有人翻出黑猫投诉 【下载黑猫投诉 客户端】平台上千条烂果投诉，有人晒出9.9元三斤的社区团购芒果订单，更有人将百果园与已破产的 钟薛高类比，嘲讽其"高价低质"的本质。 在这场 ...

Core Viewpoint - The controversy surrounding Baiguoyuan's chairman Yu Huiyong's comments reflects a disconnect between the brand's high-end positioning and consumer expectations, leading to a significant decline in market trust and financial performance [2][6][10] Group 1: Company Background and Development - Baiguoyuan was established in 2001, initially targeting the mid-to-high-end fruit market, and rapidly expanded due to rising consumer income and demand for quality products [4] - The company went public on the Hong Kong Stock Exchange in 2023, with an initial stock price of 6.98 HKD and a market capitalization of nearly 9.5 billion HKD, but has since seen its stock price drop to 1.75 HKD, representing a 71% decline in market value [4][5] Group 2: Financial Performance - Despite five consecutive years of profitability from 2019 to 2023, Baiguoyuan reported a loss of 391 million CNY in 2024, with a reduction of 966 stores, leaving only 5,127 locations [5] - The decline in performance is attributed to a tightening consumer environment and significant quality control issues, leading to negative customer experiences [5][6] Group 3: Consumer Perception and Brand Trust - Instances of poor product quality, such as moldy fruit and foreign objects in products, have eroded consumer trust, contradicting the brand's promise of high quality [6][8] - The chairman's comments about "educating consumers" have been perceived as condescending, further aggravating the situation and leading to public backlash [2][6][10] Group 4: Market Dynamics and Consumer Behavior - The current market environment features both consumption downgrade and quality upgrade, necessitating companies to listen to consumer needs and optimize their offerings rather than adopting a superior attitude [10] - Consumers are increasingly discerning about value for money, making it essential for brands to align product quality with pricing and marketing claims [8][10]

Group 1 - The core viewpoint of the article is that the company, Baiguoyuan, emphasizes educating consumers about the true value of high-quality fruits rather than catering to their demand for cheaper options [1][3] - Baiguoyuan's chairman, Yu Huiyong, highlighted the significant quality differences among fruits, stating that lower-priced fruits are often of inferior quality, while high-quality fruits are in short supply and thus more expensive [3][4] - The company has a strong membership base of several million who recognize its value, and it aims to optimize costs to lower prices without compromising on quality [3][4] Group 2 - Baiguoyuan was founded in 2001 with an initial investment of 400 yuan, and it successfully went public on the Hong Kong Stock Exchange in January 2023 [4] - Following its IPO, the company experienced a sharp decline in revenue growth, with a revenue growth rate dropping to 0.69% and net profit growth falling to 11.88% [4] - In the first half of 2024, Baiguoyuan reported a significant decline in both revenue and net profit, with revenue down 11% and net profit down 66.06% year-on-year [4][5] - 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 its first net loss in five years [5] - The term "cost-performance ratio" appeared 25 times in the financial report, indicating a focus on value [5] - Starting August 2024, Baiguoyuan plans to upgrade its product category operation system based on consumer behavior data to optimize its product mix [5]

Core Viewpoint - The article discusses the backlash against Baiguoyuan's chairman Yu Huiyong for his comments on consumer education, highlighting a disconnect between the company's pricing strategy and consumer expectations for quality [5][12][29]. Group 1: Consumer Sentiment - Consumers express disappointment and frustration with Baiguoyuan's high prices and perceived decline in quality, feeling that they are being "educated" rather than served [11][12][29]. - The backlash includes humorous and critical comments on social media, indicating a strong negative reaction to the company's stance [6][7][8]. - There is a clear demand from consumers for reasonable prices that match the quality of the products offered [12][29]. Group 2: Company History and Promises - Baiguoyuan was founded in 2001 by Yu Huiyong with a clear focus on providing high-quality fruit, initially gaining consumer trust through promises like "best tasting fruit" and a refund policy for unsatisfactory products [14][15]. - The company has faced multiple quality issues in recent years, including reports of selling spoiled or misrepresented fruit, which has eroded consumer trust [16][18][19][29]. Group 3: Financial Performance - Baiguoyuan's financial performance has deteriorated, with a reported revenue of 10.27 billion RMB in 2024, a decline of 9.8% from the previous year, and a pre-tax loss of 391 million RMB [35][36]. - The company has closed nearly 1,000 stores, reducing its total to 5,127, averaging 2.6 closures per day [37]. - Membership numbers have also dropped significantly, with a loss of 317,000 paying members, a decrease of 27.1% [39]. Group 4: Market Position and Competition - Baiguoyuan's market position is challenged by increasing competition from community group buying and local fresh food stores that offer fresher and cheaper options [41]. - The company's stock has seen a dramatic decline, with its market value dropping by 71.5% since its IPO [41]. - Despite claims of not catering to consumer demands, Baiguoyuan's financial reports indicate a shift towards emphasizing "high cost-performance" products, suggesting a contradiction in its strategy [31][32].

Core Viewpoint - The chairman of Baiguoyuan, Yu Huiyong, stated that the company will not cater to consumer demands for lower prices, emphasizing the importance of educating consumers about the value of high-quality fruits [9][30]. Group 1: Company Strategy and Positioning - Baiguoyuan's chairman believes that the company is focused on educating consumers rather than simply meeting their price expectations, asserting that the perception of high prices is due to a lack of understanding of fruit quality [8][9]. - The company has a significant membership base of several million, which indicates a segment of consumers who recognize the value of Baiguoyuan's offerings [8][9]. - The chairman's approach includes a commitment to maintaining product quality, even if it means higher prices, and he expressed a willingness to optimize costs without compromising quality [8][9][30]. Group 2: Financial Performance - In 2023, Baiguoyuan reported a net profit of 360 million, but in 2024, it faced a loss of 386 million, with revenue of 10.27 billion, a year-on-year decline of 9.8% [30][31]. - The gross profit margin decreased from 11.5% to 7.4% in 2024, with projections indicating further losses in 2025, estimated between 240 million to 280 million [30][31]. - The losses in 2024 were attributed to strategic adjustments that involved lowering prices and increasing costs related to marketing and store upgrades [31][32][33]. Group 3: Market Reactions and Public Perception - The chairman's comments sparked significant backlash on social media, leading to a trending topic that highlighted consumer dissatisfaction with perceived high prices [9][10]. - The situation is reminiscent of previous controversies faced by other brands, indicating a pattern of negative consumer reactions to statements about pricing and consumer education [20][23]. - The media has begun to comment on the potential risks of Baiguoyuan's approach, suggesting that the company may need to reconsider its public relations strategy [17][30].

Group 1 - The price of live pigs in China has dropped to a new low of 13.77 yuan per kilogram, marking a decrease of approximately 8.3% month-on-month and 33.6% year-on-year, prompting the government to implement measures to reduce production capacity by about 1 million breeding sows [2] - The housing market in Hegang has seen a significant increase in prices over the past five years, with new homes averaging 3,860 yuan per square meter, up from 3,046 yuan, and a total of 5,680 homes purchased by non-local buyers last year [3] - 百果园's chairman stated that the company will not lower fruit prices to cater to consumer ignorance, emphasizing the importance of educating consumers about quality differences in fruits [4][5] Group 2 - A major corruption case involving the quantitative trading firm Fantasia Quant has emerged, with allegations of embezzlement amounting to 118 million yuan over six years, leading to the investigation of several individuals [15][16][17] - Huawei is set to announce a breakthrough technology in AI inference that could reduce reliance on high-bandwidth memory (HBM) and enhance the performance of domestic AI models [18] - BMW and Brilliance BMW have initiated a recall of over 230,000 vehicles due to safety hazards related to starter generator connections and high-pressure system malfunctions [28]

Core Viewpoint - The company, 百果园, emphasizes its commitment to educating consumers about the value of high-quality fruits rather than simply catering to their demand for lower prices, as articulated by Chairman 余惠勇 [6][7]. Financial Performance - In 2024, 百果园 reported a revenue of 10.273 billion yuan, a year-on-year decline of 9.8%, and a pre-tax loss of 391 million yuan, marking the first net loss in five years [7][8]. - The term "cost-performance ratio" appeared 25 times in 百果园's 2024 financial report, indicating a focus on enhancing operational efficiency and brand perception [8]. Strategic Initiatives - The company is focusing on high-quality development and improving store operational efficiency while restructuring its support system for franchisees [8]. - Starting from August 2024, 百果园 initiated an upgrade of its category operation system, aiming to optimize product combinations based on consumer behavior data [8]. Market Position - 百果园's market capitalization was once as high as 9.474 billion HKD at its IPO in January 2023, but as of August 8, 2024, it had decreased to 2.7 billion HKD, with shares priced at 1.75 HKD each [8].

Group 1: Baiguoyuan's Response to High Fruit Prices - Baiguoyuan's chairman, Yu Huiyong, emphasizes the importance of educating consumers about fruit quality rather than just competing on price [1] - The company aims to maintain high-quality fruit offerings while optimizing costs to provide better prices without compromising quality [1] - Baiguoyuan reported a loss of 390 million yuan in 2024, with nearly 1,000 stores closed, indicating a significant decline in performance [1] Group 2: Increase in Korean Tourists to China - The number of foreign visitors to China exceeded 38 million in the first half of the year, a 30.2% increase year-on-year, with visa-free entries rising by 53.9% [2] - Korean Air increased its flights to China from over 180 to 206 weekly, a 14% increase, reflecting the growing demand for travel [2] - The surge in inbound tourism is expected to benefit airlines, hotels, and duty-free stocks, particularly those with high exposure to the China-Korea routes [2] Group 3: Black Sesame's Share Transfer - Black Sesame announced a share transfer agreement with Guangxi Travel Health Industry Group, which will acquire 20% of the company, making it the controlling shareholder [3] - The transfer price is set at 6.25 yuan per share, totaling 942 million yuan, indicating a significant investment in the company [3] - The involvement of state-owned assets is expected to provide financial and resource support, with potential for valuation increase if synergies with existing food operations are realized [3] Group 4: LV's Closure of Chocolate Store - Louis Vuitton's first chocolate store in Shanghai has ceased operations after completing its operational cycle, not due to lease expiration [4] - The chocolates, priced between 240 yuan and 3,200 yuan, were imported from Paris and hand-crafted, highlighting the brand's luxury positioning [4] - The closure reflects the challenges of maintaining profitability in cross-industry ventures, especially when lacking product strength and customer loyalty [4]

#百果园称不会迎合消费者#登上微博热搜 8日， 10日 有媒体截取来源为 "百果余惠勇"的一段视频发布 视频中百果园董事长余惠勇回应水果太贵称 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 10日上午，记者查看名为"百果园余惠勇"的视频号、抖音账号及抖音账号"百果余惠勇"，未发现相关视频。 我们想告知消费者 最后是消费者自己的选择 相关视频报道截图 百果园这波操作，是 "教育" 还是 "傲娇"？ 记者注意到，余惠勇在视频中表示："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 ...