Core Viewpoint - The controversy surrounding the chairman of Baiguoyuan's remarks highlights the relationship between consumer sovereignty, corporate governance, and operational realities, especially amid declining revenue and store closures [2] Group 1: Corporate Governance and Consumer Relations - The chairman's comments about educating consumers were met with public backlash, indicating a disconnect between the company's approach and consumer expectations [2][5] - The term "education" in a commercial context can imply a power imbalance, undermining consumer autonomy and dignity [5] - Baiguoyuan's governance structure lacks mechanisms to filter high-risk communications from executives, leading to unfiltered personal views being perceived as corporate stance [6] Group 2: Financial Performance and Market Position - Baiguoyuan's revenue declined by 9.8% year-on-year in 2024, with a net loss of 391 million yuan, marking the first net loss in five years [8] - The company closed 966 stores in 2024, averaging 2.6 closures per day, reflecting a shift in consumer attitudes towards high-end fruit chains [8] - The high-price strategy and the notion of "educating consumers" are increasingly seen as out of touch with market realities, exacerbating the disconnect between consumers and the brand [8] Group 3: Competitive Landscape and Challenges - Baiguoyuan faces competition from platforms like Hema and Dingdong, which leverage scale and instant delivery to alter consumer purchasing habits [9] - The company has encountered multiple food safety issues, undermining its claims of providing high-quality products and further damaging consumer trust [9][14] - The franchise model's sustainability is challenged by high costs and poor profit margins for franchisees, indicating weaknesses in cost control and supply chain management [8][9] Group 4: Implications for Future Strategy - The disconnect between Baiguoyuan's ESG commitments and its operational practices raises questions about the authenticity of its consumer-centric claims [14] - The company must adapt its governance from founder-led to professional management to better align with market dynamics and consumer expectations [16] - To genuinely "educate" the market, Baiguoyuan needs to accept consumer evaluations of its product quality and safety, integrating ESG principles into daily operations [16]

近期，百果园集团董事长的言论在网络上引发了广泛争议。余惠勇在回应关于水果价格高昂的质疑时表示，商业分为两种：一种是利用消费者的 无知，另一种则是教育消费者成熟。他声称百果园多年来一直在致力于教育消费者，而不是迎合他们的喜好。余惠勇强调，虽然百果园不会刻意 迎合消费者，但他们会提供信息，让消费者做出自己的选择。 此言一出，立即在网络上掀起了轩然大波。话题#百果园称不会迎合消费者#和#月薪两万吃不起百果园#迅速登上热搜，引发了公众的热烈讨论。 许多网友对百果园的态度表示不满，认为企业应该以消费者为中心，而不是试图教育他们。 作为国内最大的水果连锁企业，百果园在上市时门店数量一度突破6000家，其中99%为加盟店。然而，上市不到一年，随着股票解禁，百果园的股 价暴跌，一度跌至0.823港元/股。中国食品行业分析师朱丹蓬在接受采访时表示，他对百果园的发展一直持悲观态度，认为其生意越来越差，货品 新鲜度也呈恶性循环。 品控问题一直是加盟为主的企业面临的难题，对于百果园来说也不例外。水果行业的保存周期短，若加盟店出现销售坏果的情况，将对百果园的 整体声誉产生负面影响。尽管百果园在招股书中表明公司收入主要受加盟店数量和业绩 ...

8日，有媒体发布来源为"百果余惠勇"的一段视频引爆网络。视频中百果园董事长余惠勇回应自家企业水 果价格太贵的时候，声称"在教育消费者成熟""不会去迎合消费者"。这番言论被认为过于傲慢，引起网民 关注，该消息随后冲上热搜第一。百果园曾以"高端水果专家"的定位脱颖而出，逐渐成长为国内最大的水 果零售商。其价格一直居高不下，有网民甚至吐槽"月薪两万元吃不起"。百果园的水果到底卖得有多贵？ 百果园是这么发展起来的？百果园的水果凭什么卖这么贵？百果园未来发展之路在哪里？我们一起来看 看。 百果园董事长余惠勇的视频引发热议。 网络图 董事长"教育消费者成熟"视频上热搜 8日，一段标注有"百果园余惠勇"文字的视频在网上发布，视频中，余惠勇回应水果太贵的说法时称，百 果园这么多年来都"走在教育消费者成熟的路上"。 #百果园称不会迎合消费者#的词条冲上热搜第一。 网络图 百果园的水果到底卖得有多贵 相比其他水果连锁品牌，百果园开店之初就定位高端，"贵"一直是其鲜明标签。在社交媒体上搜索百果 园，不乏"一个苹果23.5元""一个西瓜90元""六个草莓25元""四个李子51元""西瓜8块钱一斤"的吐槽，甚至 有网民称"月薪两万吃不 ...

我们更懂中国商业 来源｜财经无忌 作者｜白嘉嘉 万店与高端的两难抉择之间，鱼和熊掌不可兼得的道理，余惠勇或许需要再好好想一想。 2006年，水果连锁品牌百果园(02411.HK)的创始人余惠勇，花20万港元找到一郎姓经济学者，买了一份自己公司的"死刑"报告。 当时，这位挂着经济学家名头的"专家"，言之凿凿地认定水果连锁违背了行业的本质。给出的理由是：水果这么成熟的商品，连锁如此成熟的模式，又 怎么会西方都没有水果连锁的大型企业出现。 立志做"世界第一"的余惠勇后来撕掉了那份报告，并多次在公开场合强调开出一万家店的愿望，但目前来看，历史押了同样的韵脚—— 最近，百果园发布了一份看起来相当不妙的盈利预警，不仅2024年归属公司所有者亏损将达到3.5至4亿元，营收较2023年的113.9亿减少不超过15%，全 年还净减了965家加盟门店，剩下了5116家。结合2024年中报信息，其中895家集中在2024下半年关闭。 财经无忌 . 以下文章来源于财经无忌 ，作者白嘉嘉 很显然，不论愿意与否，余惠勇不得不暂时放下他对万店的执念了。 但从另一个角度来说，这也是百果园重新思考"高端水果"生意怎么做的契机： 万店与高端的两 ...