In recent years, the brilliance of the Internet celebrity store with Yonghui Supermarket is gradually dimming.
On the evening of August 27, Yonghui Supermarket Co., Ltd. (601933. SH) released its 2021 semi-annual report. The report shows that the total revenue in the first half of the year was 46.827 billion yuan, down 7.30% year-on-year; the net profit attributable to the mother was 1.083 billion yuan, down 158.41% year-on-year; and the basic earnings per share were -0.12 yuan, a year-on-year decrease of 163.16%.
The loss is the first loss in the 11 years since Yonghui Supermarket was listed.
It has been reported that for the decline in net profit, Yonghui's explanation is: the impact of the decline in revenue and gross profit margin, the fair price of financial assets held by the company at the end of the reporting period fell by 320 million yuan compared with the beginning of the year, and the implementation of the new lease standard reduced the total profit of the reporting period by 250 million yuan and the net profit by 206 million yuan.
However, even after deducting the latter two items, the main business also had a net loss of about 557 million yuan.
In fact, Yonghui's decline has long been signs.
As early as May this year, Yonghui's 2020 financial report and the first quarter of 2021 financial report showed that Yonghui began to decline.
The comparison found that the first quarter of 2021 financial report was announced, the revenue fell by 9.99% year-on-year, and the net profit attributable to the parent company plummeted by 98.51% year-on-year.
The day after the release of the financial report, the stock price of Yonghui Supermarket fell 9.87%, closing at 5.57 yuan / share. Compared with the highest price of 11.20 yuan / share in 2020, the market value of Yonghui Supermarket fell almost to the waist.
In the face of such performance, we have to mention the closure of Yonghui's large-scale store.
In the first half of 2020, Yonghui Supermarket painstakingly built a new retail brand, Super Species, closed its stores in a large area.
The super species that once surpassed the number of hema fresh stores in the first year of its launch began to decline sharply in 2019.
According to the store statistics displayed by Yonghui Life APP, Super Species has 23 stores in 7 cities across the country, including 5 in Fuzhou, 5 in Shenzhen, 4 in Chongqing, 4 in Nanjing, 3 in Shanghai, and 2 in Beijing, and in 2019, the number of super species stores nationwide once exceeded 80. In just over a year, the super species has closed nearly 80% of its stores.
In addition to the super species, Yonghui's mni store has also closed sharply in the past two years, and the newly opened mini store in these two years is far less than the closed store.
Mini stores started out with a strong momentum, with 573 new mini stores opening and 44 closing stores in 2019.
In 2020, the aura of the mini store began to recede, and it began to close the store significantly.
Following the closure of 302 stores in the second half of 2020, 86 new mini stores were closed in the first quarter of this year, so far, there are only 70 existing mini stores.
What is the reason why the originally very popular Yonghui store ushered in a large-scale closure in less than 2 years?
First of all, the epidemic is a cause that cannot be ignored. The sudden outbreak of the epidemic has made everyone bored at home, some essential daily necessities and dishes have been delivered to the doorstep of the community, and there is almost no consumer patronage in offline stores.
Secondly, now that offline stores are no longer popular, most consumers choose to shop in online stores, as long as they wait for a few minutes, fresh vegetables will be delivered home. With the development of e-commerce and the popularity of smart phone use, more and more people tend to buy fresh vegetables on mobile phone software, and offline stores are no longer fragrant.
In addition to these two reasons, Consumers with Yonghui bluntly said in the comment area of related articles that they do not want to go to Yonghui mainly because Yonghui's dishes and fresh food are not fresh, and the price is expensive, the service is not good, and the inconvenience and bad experience brought to consumers are reducing people's desire to go to Yonghui.
It seems that Yonghui wants to return to the peak and needs to find his own reasons.
In addition to the sharp decline in performance, Yonghui's personnel changes in these months are also worth mentioning.
On the evening of July 6 this year, Zhang Jingyi, the secretary of the board of directors of Yonghui Group, resigned and said in the circle of friends that he wanted to go home to honor his parents.
Today, August 30 news said that Yonghui Supermarket recently issued an announcement that the company's board of directors recently received the resignation of vice president Jin Bin, Who formally resigned from the company's board of directors for personal reasons, and the resignation took effect on August 31.
In the face of these situations, some people commented that it is most appropriate to say that Yonghui is walking down the mountain.
What should Yonghui do to turn things around? Let's wait and see.
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