内蒙古西贝餐饮集团有限公司董事长贾国龙，与网络博主罗永 浩关于预制菜的纷争发酵之后，资本市场格外关注起西贝。 作者：张晓晖 封图：图虫创意 分众传媒信息技术股份有限公司（002027.SZ，下称"分众传媒"）即将成为西贝的股东，传媒大佬 ——江南春将间接成为西贝的股东之一。 江南春为什么会成为西 贝的间 接股东？ 这源于8月6日分众传媒对成都新潮传媒集团股份有限公司（下称"新潮传媒"）83亿元的全资收 购，而新潮传媒又是西贝的投资人，持股1%。2025年9月18日，经济观察报记者从分众传媒了解 到， 目前该收购案尚未完成股权过户。 内蒙古西贝餐饮集团有限公司（文中称"西贝"）董事长贾国龙，与网络博主罗永浩关于预制菜的纷 争发酵之后，资本市场格外关注起西贝。 股权探秘 贾国龙创业致富的故事曾见于报端：他是60后董事长（出生于20世纪60年代），大二退学做生 意，20岁出头就成万元户，从内蒙古一个小地方的小饭馆杀出来，靠羊肉、莜面在北京立足，终 极梦想是做成上市公司。 西贝的连锁品牌叫作"西贝莜面村"，遍布于城市的商业中心，是贾国龙呕心沥血经营了20多年的 中国地方菜知名餐饮品牌。 工商资料显示，西贝目前的注册资 ...

经济观察报记者 张晓晖 分众传媒信息技术股份有限公司（002027.SZ，下称"分众传媒"）即将成为西贝的股东，传媒大佬——江南春将间接成为西贝的股东之一。 江南春为什么会成为西贝的间接股东？ 这源于8月6日分众传媒对成都新潮传媒集团股份有限公司（下称"新潮传媒"）83亿元的全资收购，而新潮传媒又是西贝的投资人，持股1%。2025年9月18 日，经济观察报记者从分众传媒了解到，目前该收购案尚未完成股权过户。 内蒙古西贝餐饮集团有限公司（文中称"西贝"）董事长贾国龙，与网络博主罗永浩关于预制菜的纷争发酵之后，资本市场格外关注起西贝。 股权探秘 这名财税人士指的34个有限合伙企业，是人生喜悦公司股权穿透的结果。人生喜悦公司出资额为6.75亿元，成立日期为2020年12月24日。这家有限合伙企业 拥有34名合伙人，除了北京西贝，另外33家合伙人分别叫作：呼和浩特XXXX企业管理中心（有限合伙）。 按照持股份额顺序排列，这10名股东分别是：北京西贝企业管理有限公司（持股40.61%，为贾国龙、张丽平夫妇二人的企业，下称"西贝管理"）；贾国龙 （持股29.59%）；呼和浩特市人生喜悦企业管理中心（有限合伙）（持股10. ...

Core Viewpoint - The incident involving a former employee of Xibei taking unauthorized photos of a child in the restaurant has raised significant concerns about customer privacy and trust in the brand [1][2][5]. Group 1: Incident Details - A customer reported that a male employee at Xibei's Hangzhou Binjiang store took a photo of her child and used it as his social media background [1]. - The employee, who has since left the company, apologized and deleted the photo after the customer requested its removal [2][4]. - The customer expressed her dissatisfaction with the handling of the situation and stated she would no longer dine at Xibei [1]. Group 2: Company Response - Xibei issued a public apology and stated that they are conducting a thorough investigation into the incident [2][5]. - The company emphasized that unauthorized publication of customer photos and private information is strictly prohibited in all its locations [5]. - Xibei plans to implement privacy protection training for all employees to prevent similar incidents in the future [5]. Group 3: Company Background - Xibei Catering Group was founded in 1998 and operates multiple brands, including Xibei Youmian Village and Xibei Seafood [6]. - As of May 2025, Xibei has nearly 400 locations nationwide and has been focusing on children's meals, with over 20 million children's meals sold in 2024, generating over 500 million yuan in sales [6].

Core Insights - The article discusses the challenges faced by Xibei, a restaurant chain founded by Jia Guolong, as it navigates a significant downturn in 2024 after a strong performance in 2023 [3][6] - Jia Guolong's decision to return as CEO in 2024 is a response to the company's struggles, marking a pivotal year in his nearly 40-year entrepreneurial journey [4][5] Company Performance - In 2023, Xibei achieved record revenue exceeding 6.2 billion yuan, with Xibei Youmian Village generating 2 billion yuan in net sales and serving 37.66 million customers [6][8] - However, in 2024, the company faced a drastic decline in customer traffic and overall performance, leading to what Jia described as the "most difficult year" since its establishment [3][6] Market Environment - The domestic restaurant industry in 2024 is characterized by complex challenges, including increasingly diverse consumer demands and intensified competition from emerging brands [8][30] - Xibei's struggles are compounded by its past strategic decisions, including a focus on multiple sub-brands that have not yielded expected returns [9][29] Strategic Decisions - After stepping down as CEO in 2015, Jia Guolong attempted to explore new growth avenues through various sub-brands, but most of these initiatives failed, leading to significant financial losses [9][11] - In response to the current challenges, Jia has refocused on Xibei's core business, eliminating underperforming sub-brands and emphasizing the main brand strategy [26][28] Brand Evolution - Xibei has undergone significant brand evolution, including a name and logo change to simplify its identity and enhance brand recognition [27] - The company has implemented a new incentive structure for employees, shifting from quarterly to daily rewards to boost morale and performance [28] Historical Context - Xibei's journey began in 1988, with Jia Guolong's unconventional approach leading to its rise as a prominent brand in the Chinese restaurant industry [14][16] - The company's early success was driven by strict standardization in service and food quality, which has been a key factor in its growth [18][19] Challenges and Future Outlook - The article highlights the risks associated with Xibei's over-reliance on Jia Guolong's personal vision, which may not align with evolving market demands [29][31] - The shift towards an IPO strategy reflects a significant change in the company's approach to capital and growth, with plans to complete the IPO by 2026 [32]