巴比食品(605338) - 巴比食品投资者关系活动记录表-2024-0906

Group 1: Business Expansion and Market Strategy - The majority of new franchisees are from the industry, but the number of non-industry franchisees is gradually increasing [1] - The company plans to open new stores in high-traffic areas such as service areas, high-speed rail stations, and airports [1] - The company is exploring opportunities to expand its brand internationally, with products already sold in Canadian and Australian supermarkets [1] Group 2: Financial Performance and Shareholder Returns - In the first half of 2024, the company achieved revenue of 764 million yuan, a year-on-year increase of 3.56%, and a net profit of 111 million yuan, up 36.04% [2] - The company has repurchased over 5.37 million shares, with a total expenditure exceeding 72.01 million yuan [2] - The company aims to maintain shareholder returns through cash dividends and effective communication with the capital market [2] Group 3: Operational Challenges and Solutions - The decline in revenue in Q2 was primarily due to decreased single-store performance in the core East China region [2] - The company is addressing high closure rates in Beijing by enhancing support for franchisees and improving store management [2] - The company is actively developing new products for its fast-casual dining segment to boost sales during non-breakfast hours [4] Group 4: Supply Chain and Food Safety - The company has established a comprehensive supply chain system to ensure efficient logistics and food safety [3] - It adheres to strict quality control measures throughout the production process, certified by multiple food safety management systems [3] - The company utilizes digital systems for real-time tracking of logistics and temperature control during transportation [3] Group 5: Product Development and Market Positioning - The average daily sales per store are approximately 1,200 yuan, compared to competitors like Yuanji Yun Jiao with 3,500 yuan [4] - The company is expanding its product offerings to include more lunch and dinner options, leveraging online platforms to increase sales [5] - The company has introduced new menu items such as dumplings and soups to enhance its appeal in the lunch and dinner market [5]