9月18日，胖东来发布关于"芋泥麻薯、红豆蛋黄酥饼组合"物流信息不同步调查报告。 网 近日，有消费者质疑胖东来超市销售的酥饼生产日期有问题。对此，胖东来作出回应。 事件起因是9月15日，网友发表一篇"胖东来月饼生产日期有问题"的文章，同时反馈线上客服，芋泥麻 薯、红豆蛋黄酥饼组合（简称：酥饼组合）是9月9日在微信小程序胖东来线上商城"东来优选超市"下 单，9月10日显示揽收、发车，但收到酥饼组合生产日期是9月11日。 友在社交平台发布的内容截图 由于9月10日快递员已在快递PDA完成出库发车动作，但实际商品并未发出，因此9月11日实物揽收后未 显示快递轨迹信息。此单于9月12日凌晨1:01到达郑州凤栖集货分拣中心后快递轨迹信息开始更新，顾 客于9月15日完成签收。 胖东来给出的处理结果是，经落实酥饼组合不存在提前打印生产日期的情况，因快递员未按标准发货流 程执行，导致快递系统轨迹与实际发货轨迹不同步，给顾客造成误解，为顾客办理一套酥饼组合的退 款。 针对此事暴露出来的问题，胖东来还公布了整改方案。其称，将增加快速揽收、发货日清机制：针对仓 库当日未发货的快速和异常订单，逐单进行系统检查，保证揽收和出库发车动作 ...

9月18日，胖东来官方发布关于"芋泥麻薯、红豆蛋黄酥饼组合"物流信息不同步调查报告。胖东来表 示，经过调查后发现，顾客于9月9日下单，9月10日快递员正常接单并在快递PDA（手持物流终端）完 成包裹揽收和出库发车动作，实际发货时，发现部分酥饼组合外包装有瑕疵，不符合商品发货标准，该 订单当日实物未发出。 近日，有网友发文称，"胖东来酥饼物流信息显示的揽收时间早于产品生产日期"，消息引发关注。9月 19日，南都N视频记者从胖东来官方获悉，该公司称，"产品不存在提前打印生产日期的情况，因快递 员未按标准发货流程执行，导致快递系统轨迹与实际发货轨迹不同步，给顾客造成误解，已为顾客办理 一套酥饼组合的退款。" 该网友发文表示，自己于9月9日下单了胖东来的红豆蛋黄酥饼，9月10日显示揽收，收到酥饼时生产日 期显示为9月11日。 对此，胖东来方面给出的处理结果为，"酥饼组合不存在提前打印生产日期的情况，因快递员未按标准 发货流程执行，导致快递系统轨迹与实际发货轨迹不同步，给顾客造成误解，为顾客办理一套酥饼组合 的退款。" 同时，胖东来提出了相关整改方案，即增加快递揽收、发货日清机制，针对仓库当日未发货的快递和异 常订单， ...

Summary of the Conference Call for Lihigh Food Company Overview - **Company**: Lihigh Food - **Date of Call**: July 18, 2025 Key Points Industry Dynamics - **Impact of Sam's Club CEO Change**: The new CEO has accelerated product iteration in the bakery section, increasing demands on suppliers for R&D and service response speed. Lihigh Food has maintained stable cooperation with suppliers, with no significant changes in pricing or supplier numbers [2][4][6]. Product Performance - **Sales of New Products**: - Fig Cheese European Bread and Taro Mochi have monthly sales exceeding 10 million. - Creamy Small Square was temporarily taken off the shelf due to seasonal raw material shortages, while the Black Pepper Sausage Puff, upgraded to Cheese Sausage Bread, also achieved over 10 million in sales [2][7]. - **Stable Sales Trends**: Overall sales trends remain stable, with the Taro Mochi product achieving nearly 400 million in sales last year [2][9]. New Product Launches - **Upcoming Products**: - An upgraded version of the Multigrain Cheese Bun is planned for release in the second half of the year, with annualized sales exceeding 100 million in 2023. - Additional new products are pending, with launch dates dependent on customer notifications [2][8]. Seasonal Products - **Ice Cream Cake Sales**: The summer promotion of ice cream cakes has seen significant sales growth, alongside a successful collaboration with a chain restaurant for the Salty Cheese Mochi Ice Cream [2][12]. Production and Supply Chain - **New Pizza Factory**: A new pizza factory is expected to be operational by the end of this year or early next year, with specific output values yet to be determined [2][13]. - **Cream Production Compliance**: The company has prepared for the implementation of new national standards for cream production, with 33% cream already in production and 36% undergoing internal testing [2][14]. Market Competition - **Competitive Landscape**: The cream market is highly competitive, especially for traditional mixed cream. Lihigh Food has introduced higher-end animal cream products, which have performed well, prompting other manufacturers to enter the market [2][15]. Channel Strategies - **Response to Channel Pressures**: In response to pressures in the bakery channel, Lihigh Food has introduced new cream products and frozen baked goods, offering combination discounts to stabilize channels and maintain relationships with key distributors [2][5][16]. Financial Performance - **Raw Material Price Stability**: The company employs strategies such as locking orders and supplier premiums to maintain stable raw material prices, despite some fluctuations in the second quarter [2][21]. - **Profit Margin Outlook**: The short-term profit margin is expected to be in the range of 8% to 10%, considering raw material cost control and efficiency improvements [2][30]. Future Outlook - **Expansion Plans**: The company plans to continue expanding its national market presence, particularly in non-South China regions, through regional marketing companies [2][26]. - **Cold Chain Logistics**: Lihigh Food aims to enhance its competitiveness in other regions by optimizing cold chain logistics to reduce transportation costs [2][27]. Additional Insights - **Sales Team Adjustments**: The company is not actively laying off staff but is improving efficiency through natural attrition and resource reallocation [2][24][25]. - **International Market Exploration**: Lihigh Food is exploring international markets, with subsidiaries established in the U.S. and Indonesia for product exports [2][20]. This summary encapsulates the key insights and developments discussed during the conference call, highlighting Lihigh Food's strategic initiatives, product performance, and market positioning.