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。 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锁鲜 技术，在统一采收后急速冷冻，以保持状态稳定和方便全国门店使用。 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。 随着西贝将更多中央厨房预制环 ...

Group 1 - The core viewpoint of the article revolves around Luo Yonghao's criticism of Xibei's pre-prepared dishes, emphasizing a lack of transparency in the industry [1] - Luo Yonghao showcased various images during a live stream, highlighting the long shelf lives of Xibei's products, such as boneless yellow flower fish fillet and children's beef sauce with a shelf life of 9 months, lamb chops with 24 months, and chicken with 9 months [1] - Luo expressed skepticism about the freshness of Xibei's seafood, particularly the sea bass, which he found to be fishy, and pointed out that the packaging included multiple additives, raising questions about the product's freshness [1] Group 2 - Luo Yonghao's approach to addressing the issue differs from past confrontations, as he relies on media reports rather than visiting stores himself [1] - The public relations team of Xibei claimed that the sea bass was fresh, contradicting Luo's experience and observations [1] - Luo's argument suggests that if the food is indeed fresh, it should not taste poorly, indicating a potential quality issue within the pre-prepared food sector [1]

Core Viewpoint - The ongoing dispute between the founder of Xibei, Jia Guolong, and Luo Yonghao has escalated from verbal exchanges to a "evidence war," with Luo offering a reward for proof regarding the use of pre-prepared dishes at Xibei [1][2]. Group 1: Incident Details - Luo Yonghao publicly refuted Jia Guolong's claims about his positive feedback on the food, stating that his comment was merely a polite response to the staff [1]. - He provided detailed descriptions of the dishes, claiming they had an unpleasant taste and were not freshly prepared, which he used to support his argument against Xibei [1]. - Luo emphasized that all dishes served were lukewarm, contradicting the restaurant's claim of timely service due to low customer volume [1]. Group 2: Evidence and Response - Luo Yonghao initiated a reward of 100,000 yuan for any legally admissible evidence, quickly gaining additional support from netizens who added to the reward [2]. - A blogger shared a photo of a packaged product from Xibei's central kitchen, which Luo highlighted as the first piece of potential evidence in his defense [5]. - Luo is seeking scientific assistance to determine the cooking time of the food served, indicating a willingness to invest in expensive equipment for this purpose [5]. Group 3: Broader Implications - Luo expressed that the dispute is not just about winning a lawsuit but aims to promote industry progress and legislative improvements regarding the use of pre-prepared dishes in restaurants [2][5]. - He reiterated the need for legislation that mandates restaurants to disclose the use of pre-prepared ingredients, believing that this incident could contribute to consumer rights in the pre-prepared food sector [2][5].

Core Viewpoint - The incident involving Luo Yonghao's criticism of Xibei's pre-made dishes has escalated into a legal dispute, highlighting the ongoing debate over the use of pre-made food in restaurants and consumer rights in China [2][5]. Group 1: Incident Overview - Luo Yonghao criticized Xibei's pre-made dishes on social media, claiming they were overpriced and of poor quality, which led to a significant backlash [2]. - Xibei's founder, Jia Guolong, announced plans to sue Luo Yonghao in response to the allegations, asserting that their dishes are freshly prepared [5]. - Following Luo's comments, Xibei-related restaurant stocks experienced a notable decline, with a market value loss exceeding 2 billion RMB [5]. Group 2: Reactions and Implications - Luo Yonghao responded to the lawsuit announcement by challenging Xibei's claims and offering a reward of 100,000 RMB for evidence of Xibei using pre-made dishes [5]. - The incident has sparked discussions about consumer rights and the need for legislation regarding the disclosure of pre-made food in restaurants [5].

Core Viewpoint - The controversy surrounding the use of pre-prepared dishes at Xibei restaurants has gained significant attention, sparked by entrepreneur Luo Yonghao's criticism on social media, leading to a public dispute with Xibei's founder, Jia Guolong [1][3][5]. Company Response - Jia Guolong, the founder of Xibei, publicly stated that none of their dishes are pre-prepared according to national regulations, emphasizing that pre-prepared dishes are defined as fully cooked products, while Xibei uses pre-processed ingredients [3][5]. - Xibei plans to launch a "Luo Yonghao Menu" in response to the controversy, indicating a proactive approach to address the criticism [5]. Public Reaction - Luo Yonghao's comments about the quality and taste of Xibei's dishes, suggesting they taste like reheated leftovers, have resonated with the public, leading to widespread discussions on social media [3][4][5]. - The hashtag related to Luo Yonghao's criticism trended on Weibo, highlighting the public's interest in the issue [3]. Regulatory Context - A recent notification from the National Market Supervision Administration clarified the definition of pre-prepared dishes, which includes specific processing methods and does not encompass simple processed ingredients [7]. - The notification also states that dishes made in central kitchens and delivered to restaurants do not fall under the category of pre-prepared dishes, which may impact how Xibei positions its offerings [7]. Company Background - Xibei Catering Group was founded in 1998 and operates multiple brands, with nearly 400 locations across the country as of May 2025 [8].

Core Viewpoint - The controversy surrounding Xibei Restaurant Group's food quality has intensified, with allegations of using pre-prepared dishes and poor taste being raised by public figures, notably Luo Yonghao, which could significantly impact the company's reputation and customer trust [1][5]. Summary by Relevant Sections Allegations of Food Quality - Luo Yonghao criticized the taste of dishes at Xibei, claiming they had a "leftover" flavor, suggesting that the food might be reheated or pre-prepared [1][3]. - Specific dishes mentioned include lamb chops and grilled fish, which Luo described as having unpleasant tastes reminiscent of reheated food [1][3]. Company Response - Xibei's founder, Jia Guolong, denied the allegations, asserting that none of their dishes are pre-prepared and emphasizing the potential damage to the company's reputation from such claims [5]. - In response to the controversy, Xibei plans to launch a "Luo Yonghao Menu" in all locations, encouraging customers to try the dishes and offering kitchen tours [5]. Legal Actions - Jia Guolong indicated intentions to sue Luo Yonghao for the damaging statements made regarding the restaurant's food quality [5].

Core Viewpoint - The growth of Walmart in China is significantly driven by the middle class, with Sam's Club contributing two-thirds of Walmart China's performance in 2024, achieving sales of over 100 billion yuan despite a decrease in store count [3][10]. Group 1: Sales Performance and Store Expansion - Walmart China is projected to achieve sales of 158.845 billion yuan in 2024, a year-on-year increase of 19.6%, despite a reduction in store count by 8.5% [3][10]. - Sam's Club opened 6 new stores in 2024, bringing the total to 52, with expectations to exceed 60 by the end of the year [3][10]. Group 2: Quality Control Issues - Sam's Club has faced multiple quality control issues in recent years, with complaints about food safety increasing by 65% in 2024 [10][11]. - Specific incidents include customers finding foreign objects in products, such as plastic pieces in milk and rubber bands in beef patties, leading to a decline in consumer trust [10][11][12]. Group 3: Membership Dynamics - The primary demographic for Sam's Club consists of middle-class individuals with annual incomes above 200,000 yuan, who pay 260 yuan for membership, expecting high-quality products [5][10]. - The membership renewal rate is high at 80%, indicating challenges in acquiring new customers in a saturated market [22]. Group 4: Internal and External Pressures - Sam's Club's aggressive expansion strategy is driven by internal pressures from Walmart's global reliance on its performance and external competition from both international and local retailers [19][20]. - Competitors like Costco and local supermarkets are increasingly encroaching on Sam's market share, prompting the need for strategic adjustments [20][22]. Group 5: Supply Chain and Management Challenges - Rapid expansion has exposed weaknesses in Sam's supply chain and management systems, leading to quality control issues and operational inefficiencies [11][14]. - The recent organizational restructuring aims to improve decision-making and responsiveness to local market demands, but may temporarily exacerbate quality control problems [17][18].

Core Insights - Yonghui Supermarket has successfully implemented the "Fat Transformation" model at its Qianxi Street store in Fengtai, attracting many customers to experience the new offerings [1][3]. Group 1: Store Transformation - The Qianxi Street store has undergone significant changes, including the removal of mandatory shopping routes, enhancing customer comfort and freedom while shopping [3]. - The product structure has been adjusted, with 47.1% of new products being daily necessities, nearly 20% being imported goods, and 20% of items being freshly made on-site [3][4]. Group 2: Customer Engagement and Services - A temporary resting area for students taking the college entrance examination has been set up, providing essential supplies and refreshments to support them [3]. - The store features various customer-friendly amenities, including handwashing stations, drinking water, and health check equipment, enhancing the shopping experience [3]. Group 3: Sales Performance - During the Dragon Boat Festival, the transformed stores saw a remarkable increase in customer traffic, with a 50% year-on-year rise, and total sales increased by 85% compared to the previous year [6]. - The successful transformation has led to increased interest from other supermarkets in the region, with over ten stores expressing intentions to adopt similar quality retail strategies [6].