2025.09. 27 本文字数：1155，阅读时长大约2分钟 作者 | 第一财经 揭书宜 曾经追求"快"的西贝，在预制菜风波后不得不慢下来。 9月26日12：30左右，第一财经记者来到浦东新区的一家西贝餐厅。门店上座率大致在30%-40%， 厨房里有厨师们正在现场制作羊肉串，但由于生意一般，其他的厨师暂时没有在烹饪食材。 西贝曾经著名的"计时沙漏"承诺，25分钟内上完所有菜品，如果超时未上齐，未上菜品全部免费。而 如今，西贝餐厅里已经没有沙漏的存在。 西贝正在以发放代金券的方式挽回流失的客人。记者就餐结束后，店员赠送了100元无门槛代金券，从 次日起到10月31日均可使用。据了解，近期每位消费了的顾客都可以领取该代金券。 值得一提的是，代金券上有一份调改公示。该公示显示，10月2日之后，此前备受消费者关注的有机西 蓝花会增加"一个月的使用期标识"，并承诺一个月内使用完毕。"之前虽然保质期是2年，但一般我们 也会在1-2个月内使用完，现在缩短到1个月。"店员表示。 早在9月14日，第一财经记者曾采访了2家西贝，门店员工表示，当天店里的西蓝花生产日期是8月29 日、8月27日和8月14日的。西贝解释称其采用速冻 ...

Core Viewpoint - The public dispute between Luo Yonghao and Jia Guolong has ignited a significant controversy surrounding the concept of "pre-prepared dishes," leading to a crisis for the restaurant chain Xibei [1][2][3] Group 1: Crisis Development - The conflict escalated due to Jia Guolong's firm stance against accusations of using pre-prepared dishes, despite evidence suggesting otherwise, including long shelf-life frozen products [1][4] - Xibei's daily revenue reportedly dropped by 1 million yuan over two consecutive days due to the backlash, marking one of the company's most significant external crises [6][7] Group 2: Public Perception and Market Trends - The definition of pre-prepared dishes varies between industry standards and public perception, leading to confusion and mistrust among consumers [3][7] - The pre-prepared dish market is maturing, with many restaurant chains, including Xibei, relying heavily on pre-prepared items, which has become a common practice in the industry [8][9] Group 3: Competitive Landscape - Other restaurant brands, such as Laoxiangji, have adopted transparency in their operations by clearly labeling dish preparation methods, which has been positively received by consumers [11][12] - Xibei's pricing strategy has been criticized, as consumers feel they are being charged excessively for pre-prepared dishes, contrasting with competitors like Sally's, which offers more affordable options [13][14] Group 4: Future Outlook - Xibei aims to achieve a revenue target of 100 billion yuan by 2030 and plans to go public between 2026 and 2027, but the current controversy may hinder these ambitions [17][18] - The ongoing disconnect between Xibei's management and consumer expectations regarding food transparency remains a significant challenge for the brand [18]

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei Group has led to mixed impacts on customer traffic at Xibei restaurants, with some locations experiencing a decline while others see an increase [2] Group 1: Customer Traffic Impact - Some Xibei locations reported a decrease in customer traffic by approximately 20% following the Luo Yonghao incident, with staff at the Rudi Huoli City store noting that there was no need to queue during lunchtime [2] - The Sanlin store indicated a 10% drop in customer traffic, while the Shanghai Center store reported a 10% increase compared to the previous weekend [2] Group 2: Consumer Sentiment - Consumers have mixed opinions regarding the situation, with some expressing continued support for Xibei due to its acceptable taste and willingness to try prepared dishes [2] - Conversely, other consumers indicated they would opt for similar-priced freshly cooked dining options instead of Xibei [2] Group 3: Product Quality Assurance - In response to concerns about the shelf life of broccoli in children's meals, staff clarified that the two-year shelf life refers to the product's packaging, and fresh organic broccoli is sourced from Gansu [2] - Staff emphasized the use of organic broccoli and the implementation of freezing technology to preserve nutritional value, with fresh vegetables delivered daily and frozen goods supplied every 2-3 days [2]

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei Group has led to mixed impacts on customer traffic at Xibei restaurants, with some locations experiencing a decline while others see an increase [1] Group 1: Customer Traffic Impact - Some Xibei locations reported a decrease in customer traffic by approximately 20% following the Luo Yonghao incident, with staff at the Rudi Huoli City location noting that there was no need to queue during lunchtime [1] - The Sanlin store indicated a 10% drop in customer traffic, while the Shanghai Center location reported a 10% increase compared to the previous weekend [1] Group 2: Consumer Sentiment - Consumer opinions are divided regarding the incident, with some loyal customers continuing to support Xibei, citing acceptable taste and willingness to try pre-prepared dishes [1] - Conversely, other consumers expressed intentions to switch to similar-priced freshly cooked dining options [1] Group 3: Product Quality Assurance - In response to concerns about the shelf life of Xibei's children's broccoli, staff clarified that the two-year shelf life refers to the product's expiration, and they ensure the use of organic broccoli sourced from Gansu [1] - Staff emphasized the importance of using organic ingredients and the implementation of freezing technology to maintain nutritional value, with fresh vegetables being delivered daily [1]

Core Viewpoint - The article discusses the increasing popularity of late-night discount shopping in supermarkets, particularly highlighting the competitive environment among various supermarket chains in Beijing, where consumers, especially elderly individuals, engage in aggressive shopping behavior during discount hours [6][8][39]. Group 1: Supermarket Competition - Various supermarkets, including Seven Fresh, Hema, Walmart, and Yonghui, are participating in a nightly discount strategy to attract customers, creating a competitive atmosphere [8][39]. - Seven Fresh has seen a significant surge in customer turnout during its nightly clearance events, surpassing other supermarkets in popularity [9][39]. - The phenomenon of late-night shopping has been fueled by social media challenges that encourage consumers to find the best deals, leading to a rush of shoppers at specific times [10][39]. Group 2: Consumer Behavior - Elderly shoppers are dominating the late-night discount scene, often forming groups to maximize their chances of securing discounted items, which has led to a challenging shopping experience for younger consumers [16][19][33]. - Young consumers have expressed frustration over their inability to compete with elderly shoppers, leading to a decline in their shopping experience at these supermarkets [20][40]. - Some young shoppers have shifted their purchasing habits, opting for local markets instead of participating in the chaotic discount shopping environment [43]. Group 3: Economic Implications - The late-night discount model, while attracting customers, poses challenges for supermarkets in selling regular-priced items, as consumers may prefer discounted goods over full-priced items [39][40]. - The sustainability of the discount model is questioned, with reports of financial difficulties faced by some supermarkets that have adopted this strategy, particularly in northern regions [39][40]. - The article highlights a potential shift in consumer sentiment, where the perceived savings from discount shopping may not outweigh the costs associated with wasted products and poor shopping experiences [42][43].

Core Viewpoint - The article discusses the phenomenon of late-night discount shopping in supermarkets, particularly focusing on the intense competition and consumer behavior surrounding these events, highlighting the dominance of elderly shoppers in this space and the implications for younger consumers and supermarket strategies [5][31][32]. Group 1: Shopping Behavior and Consumer Dynamics - The late-night discount shopping scene is characterized by chaotic environments where elderly shoppers dominate, often leading to frustrations among younger consumers who struggle to secure desirable items [6][10][25]. - Social media challenges have sparked interest in late-night shopping, with influencers showcasing significant savings, which has contributed to the surge in popularity of these events [6][29]. - Many young consumers have adopted late-night shopping as a strategy to save money, often purchasing groceries for several days at a time, indicating a shift in shopping habits [25][30]. Group 2: Supermarket Strategies and Market Trends - Supermarkets like Seven Fresh, Hema, and Walmart have adopted late-night discount strategies to clear inventory and attract customers, creating a competitive landscape [5][29]. - The concept of "daily clearance" has been popularized by brands like Qian Dama, which pioneered timed discounts, influencing other retailers to implement similar strategies [29][31]. - Despite the initial success of these discount strategies, supermarkets face challenges such as low profit margins and the risk of alienating younger consumers who may prefer fresh produce from local markets over discounted items that may spoil quickly [31][32][34].