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ESG解读|员工持股两度因业绩受阻,来伊份再度回购欲重启员工持股计划
Sou Hu Cai Jing· 2025-06-25 10:33
Core Viewpoint - The article discusses the challenges faced by Laiyifen, a leading snack company in China, particularly regarding its employee stock ownership plans and financial performance, while also highlighting the competitive landscape in the snack industry. Group 1: Employee Stock Ownership Plans - Laiyifen completed a share buyback plan, repurchasing 2.9054 million shares for a total of 30.2236 million yuan, intended for an employee stock ownership plan [1] - The company faced setbacks with its employee stock ownership plans, having previously failed to meet performance targets in 2022 and terminating its second plan in 2024 due to poor financial results [2][3] - The second plan's performance criteria were adjusted to a 3% revenue increase or a 20% net profit increase, but the company reported a 15.25% decline in revenue and a net loss of 75.27 million yuan for the year [2] Group 2: Financial Performance - In 2024, Laiyifen's revenue was 3.37 billion yuan, down 15.25% year-on-year, and it reported a net loss of 7.527 million yuan, marking a second consecutive year of declining revenue and profit [2] - The company's first quarter of 2024 saw revenue of 1.048 billion yuan, a decrease of 1.23%, and a net profit of 12.43 million yuan, down nearly 80% year-on-year [2] - Laiyifen's gross margin for 2024 was reported at 38.82%, the highest in the industry, exceeding the average by nearly 8 percentage points [6][7] Group 3: Competitive Landscape - The snack industry is witnessing a rise in volume snack brands, with companies like Mingming Hen Mang achieving significant growth, reporting 39.344 billion yuan in revenue and a net profit of 0.913 billion yuan in 2024 [5] - Laiyifen's management indicated that they would maintain strategic focus and not enter the volume snack market, despite the competitive pressure [6] - Other companies in the industry, such as Three Squirrels and Salted Fish, have successfully implemented employee stock ownership plans, while others like Good Idea and Qiaqia Foods have faced challenges [3][5] Group 4: Quality Control and Safety Issues - Laiyifen faced a food safety crisis when a consumer reported finding a foreign object in a product, prompting the company to initiate an internal investigation [10] - The company utilizes an outsourcing model for production, which poses challenges for quality control, necessitating a robust quality management system [11] - Laiyifen has implemented a comprehensive quality control system, including supplier selection and regular inspections, to mitigate risks associated with its outsourcing strategy [11]
黑龙江省集贤县市场监督管理局2025年第三期端午节食品监督抽检信息公示
Core Points - The article reports on the food safety inspection results conducted by the Jixian County Market Supervision Administration for the Dragon Boat Festival in 2025, indicating that all 10 batches of food tested were found to be compliant with safety standards [2][3] Group 1: Inspection Overview - A total of 10 batches of food products were sampled and tested during the inspection [2][3] - The inspection aimed to eliminate food safety hazards and ensure food safety during the Dragon Boat Festival period [2] Group 2: Compliance Results - All tested food products were reported as qualified, indicating no safety issues were found [2][3]
山东省威海市食品安全监督抽检信息通告(2025年第5期)
Core Viewpoint - The Weifang Municipal Market Supervision Administration has conducted a special food safety inspection focusing on traditional festival foods, particularly rice dumplings, ahead of the Dragon Boat Festival, ensuring compliance with national food safety laws and regulations [3]. Group 1: Food Safety Inspection - The inspection was organized in accordance with the Food Safety Law of the People's Republic of China and the city's food sampling plan for 2025 [3]. - The inspection specifically targeted categories such as pastries (rice dumplings) and egg products [3]. - The results of the inspection will be publicly disclosed by the market supervision department, which is responsible for interpretation and accepting public supervision [3]. Group 2: Consumer Guidance - Consumers are encouraged to report any food safety issues encountered by calling the complaint hotline 12345 (12315) [3]. - The announcement emphasizes the establishment of a unified food safety information platform for public disclosure of food safety information [3]. Group 3: Product Sampling Information - The document includes a detailed table of sampled products, including brand names, production dates, and specifications, indicating a thorough approach to monitoring food safety [3]. - Specific products listed include various types of rice dumplings from different manufacturers, highlighting the diversity of products under scrutiny [3].
五芳斋卷入“蜜枣粽创可贴”事件,去年营收净利双双下滑
Xin Jing Bao· 2025-05-16 03:48
Core Viewpoint - The incident involving "Honey Date Sticky Rice Dumpling" has raised concerns about the reputation of Wufangzhai, which is a major player in the sticky rice dumpling market, especially as the Dragon Boat Festival approaches [1][8]. Company Response - Wufangzhai has announced that it will conduct a thorough investigation in collaboration with its partners and will cooperate with relevant authorities for on-site inspections [1][3][5]. - The company has established a special task force to address the situation and ensure compliance with food safety regulations [3][5]. Financial Performance - Wufangzhai's latest financial report indicates a decline in both revenue and net profit for 2024, with revenue at 22.51 billion yuan, down 14.57% year-on-year, and net profit at 1.42 billion yuan, down 14.24% year-on-year [9][10]. - The sticky rice dumpling segment, which accounts for over 70% of Wufangzhai's revenue, also experienced a significant decline, with revenue from this segment at 15.79 billion yuan, down 18.64% year-on-year [9][10]. Market Context - The sticky rice dumpling market is relatively stable, with demand peaking during the Dragon Boat Festival, but Wufangzhai's reliance on this product may pose risks to its overall performance [10]. - The company has been exploring diversification strategies, including international expansion and a focus on high-quality partnerships, to mitigate risks associated with its core product line [10].
两家上市公司,管不好一个粽子?
36氪· 2025-05-15 12:59
Core Viewpoint - The incident involving a "bloodied" zongzi (sticky rice dumpling) from the well-known snack brand Laiyifen has cast a shadow over the zongzi market just before the Dragon Boat Festival, raising concerns about product quality and safety [3][7][10]. Company Responses - Both Laiyifen and its supplier, Wufangzhai, have responded actively to the incident, with Laiyifen promising to cover any medical expenses for consumers affected by the contaminated product and recalling the affected batch [10][11]. - Wufangzhai has stated that their internal protocols prevent injured employees from handling food directly and that they use specialized blue bandages for non-direct food contact areas [12][13]. Market Impact - The incident could negatively affect the sales of both companies during the peak zongzi season, particularly for Wufangzhai, which relies heavily on zongzi sales for revenue [15]. - In 2024, the zongzi market is expected to exceed 10 billion yuan, but competition is increasing with new brands and retailers entering the market, potentially eroding Wufangzhai's market share [16]. Financial Performance - Wufangzhai's zongzi revenue fell to 1.579 billion yuan in 2024, a decrease of 361 million yuan from the previous year, marking the lowest level since 2019 [17]. - The company's overall revenue dropped by 14.57% to 2.251 billion yuan in the previous year, representing its worst performance since it began disclosing financial results in 2018 [19]. - Laiyifen's revenue also declined by 15.25% to 3.370 billion yuan, with a net loss of 75.27 million yuan, the largest loss in its history [20]. Strategic Initiatives - Laiyifen is attempting to diversify its business by entering new markets such as sauce, sparkling water, and coffee, but these efforts have not yet yielded significant results [20]. - The company has launched a "Laiyifen 2.0" initiative to create a community lifestyle platform, expanding its product offerings beyond snacks to include prepared meals, fresh produce, and daily necessities [20][21]. - Despite ambitious growth plans, Laiyifen's store count decreased to 3,085 in 2024, down by 600 from the beginning of the year, indicating challenges in achieving its strategic goals [22][23].
粽子里吃出创可贴,五芳斋和来伊份,谁的锅?
以下文章来源于斑马消费 ,作者范建 斑马消费 . 寻找泛消费领域的斑马企业 作者 | 范建 来源 | 斑马消费 导 语 :如果该舆情不能妥善处理,对两家公司今年端午节礼销售都将带来不利影响。 再过十几天,就是端午节。最近两天,一个带血的粽子,给正值火热的粽子市场,带来了一层阴 霾。 来伊份的品牌、五芳斋生产的一款蜜枣粽,居然被消费者吃出了一片疑似带血的创可贴。 事发后,这两家上市公司都做出了积极回应,调查暂时没有最终结论,该事件对两家企业在"粽子 季"销售的影响,难以估计。 的粽子 距离端午节只有十多天了,粽子市场经过前期预热,也已渐入佳境。 带血 未曾想,一个疑似"带血的粽子",给这个中国传统节令食物,蒙上了一层阴影。 5月10日,IP显示为江苏的网友,在社交平台上发布视频称,在给孩子喂食蜜枣粽时,竟然在里面 发现了一个创可贴。 视频记录显示:这个疑似创可贴的异物,呈现出与粽子一样的深色,还有较强的黏连感,上面有较 为清晰的使用过的血污痕迹。 这个问题粽子,并非什么三无产品,而是来自知名休闲零食连锁品牌来伊份,生产商为中国最大的 粽子企业五芳斋。 随着事件在互联网上持续发酵,来伊份(603777.SH)于5 ...
刚刚,来伊份再次回应“带血创可贴”事件→
新华网财经· 2025-05-13 06:35
Core Viewpoint - The company is actively addressing consumer complaints regarding a product quality issue and is cooperating with regulatory authorities to ensure consumer safety and restore public confidence in its products [1][6]. Group 1: Incident Response - On May 10, a consumer reported finding a foreign object resembling a blood-stained band-aid in the company's product, prompting the company to initiate a full investigation [5]. - The company announced on May 12 that it has launched a comprehensive investigation and is in communication with affected consumers, ensuring their health and rights are protected [6]. - The company has taken proactive measures by recalling and sealing the affected product batches and is offering consumers the option to return or exchange products with additional compensation [6]. Group 2: Company Performance - As of December 31, 2024, the company reported a total of 3,085 stores, a decrease of 16.28% year-on-year, with 1,485 direct-operated stores and 1,600 franchised stores, reflecting a decline in both categories [6]. - The company's revenue for 2024 was 3.37 billion yuan, representing a year-on-year decrease of 15.25%, while the net profit attributable to the parent company was -75.27 million yuan, a significant decline of 231.94% compared to the previous year [6].
来伊份涉事粽子被指由五芳斋代工?五芳斋回应
Bei Jing Shang Bao· 2025-05-13 04:09
Group 1 - Zhejiang Wufangzhai Industrial Co., Ltd. has established a special task force to investigate the production process following online public opinion regarding the "Honey Date Zongzi" product [1] - The company has strict quality control measures in place, including designated quality inspectors for each production step and specific protocols for employees with injuries [1] - Wufangzhai emphasizes the importance of food safety as a lifeline for the company's development and commits to addressing consumer feedback promptly and responsibly [1] Group 2 - Shanghai Laiyifen Co., Ltd. has initiated a full-chain investigation after consumers reported finding suspected blood-stained band-aids in their Zongzi [2] - The affected product, "Honey Date Zongzi," has been completely removed from shelves, and consumers are offered the option for refunds or exchanges along with additional compensation [2]
“零食第一股” 来伊份陷食安风波 涉事粽子被指由五芳斋代工
Shen Zhen Shang Bao· 2025-05-12 16:56
Core Points - A consumer in Jiangsu reported finding a suspected blood-stained band-aid in a rice dumpling from Laiyifen, raising food safety concerns and causing the topic to trend on Weibo [2] - Laiyifen's honey date dumplings are reportedly produced by Zhejiang Wufangzhai Industrial Co., Ltd., which has acknowledged the situation and is currently verifying the claims [2] - Wufangzhai, known as the "first stock of rice dumplings," has its dumpling-making skills listed as a national intangible cultural heritage since 2011 [2] - Following the incident, Wufangzhai's stock price fell by 1.54% to 21.04 yuan per share on May 12, with multiple A-share rice dumpling concept stocks also declining [2] - Laiyifen announced the complete recall of the affected batch of honey date dumplings and emphasized the importance of product quality and consumer experience [2] - As of May 12, Laiyifen's Tmall flagship store showed zero sales for rice dumpling products, indicating a significant impact on consumer trust [2] Company Overview - Laiyifen was founded in Shanghai in 1999 and went public on the Shanghai Stock Exchange in 2016, primarily focusing on snack foods and is referred to as the "first stock of snacks" [3] - The company operates over 3,600 stores across more than 100 major cities in China and offers nearly a thousand snack products under various brands [3]
来伊份粽子惊现疑似带血创可贴!代工方五芳斋也陷舆论漩涡
Guan Cha Zhe Wang· 2025-05-12 05:52
Core Viewpoint - The incident involving a consumer finding a suspected blood-stained band-aid in a rice dumpling from Laiyifen has raised significant concerns about food safety and quality control within the company and its supply chain [1][3]. Laiyifen Company Summary - Laiyifen has established a special team to investigate the incident and has removed the affected batch of products from shelves, offering consumers the option for refunds and additional compensation [1]. - The company has faced multiple food safety controversies in recent years, with over a thousand complaints on the Black Cat Complaint platform, including issues related to food safety and after-sales service [6]. - Laiyifen's revenue for 2024 decreased by 15.25% to 3.37 billion yuan, and it reported a net loss of 75.27 million yuan, marking a significant decline of 231.94% year-on-year [6]. - As of the first quarter of this year, Laiyifen's revenue fell by 1.23% to 1.05 billion yuan, with a net profit drop of 79.72% to 12 million yuan, indicating a continuous decline in revenue for nine consecutive quarters [11]. Wufangzhai Company Summary - Wufangzhai, the entrusted manufacturer of the affected rice dumpling, is currently verifying the situation and has acknowledged the incident [3]. - The company has experienced fluctuating financial performance, with a reported revenue of 2.25 billion yuan in 2024, down 14.57% year-on-year, and a net profit of 142 million yuan, down 14.24% [3]. - In the first quarter of this year, Wufangzhai achieved a revenue of 243 million yuan, reflecting a year-on-year growth of 17.24%, although it still reported a net loss of 45.23 million yuan [4].