Pozo 68%!The "gambling" of 28 billion super rich, defeated!Announce the shop

The crisis of Yonghui Supermarket seems to have not yet been lifted.

A closing shop announced that the "retreat" of Yonghui Supermarket continued. Recently, Yonghui Warehouse Supermarket, located in Shijiazhuang White Square, announced the stop of business. This is the first warehousing supermarket closed by Yonghui, which conveyed a strong signal to the market. Earlier, super species, Yonghui Life, and Yonghui MINI stores have also fallen into the wave of closing shops.

The current Yonghui Supermarket is still experiencing "Dark Moment". After encountering a huge loss of 3.9 billion yuan in 2021, one of the stock prices fell thousands of feet, and the latest closing price was only 3.42 yuan/share. The cumulative decline of shares reached 68.8%, and the total market value evaporated more than 68.3 billion yuan.

Fujian has always been a place where "love to win", and it is also a blessing place for the rich. The founders of Yonghui Supermarket Zhang Xuansong and Zhang Xuanning brothers who have been in a rolling for 30 years, with the "fresh" track, are competitive in fierce competition. A bloody road was killed in the realm of the supermarket, which once set a sales legend of 90 billion yuan, and the value of the two also reached 28.2 billion yuan.

The current market concern is when Yonghui Supermarket can reverse the situation?

Yonghui Supermarket "retreat"

Recently, Yonghui Supermarket ushered in the first closed store in warehousing supermarkets.

The Yonghui Warehouse Supermarket, located in Shijiazhuang White Square, stopped opening on August 8th. The reason for the closing of the store was officially explained by Yonghui. It is a normal store adjustment. The planning of future warehouse stores will not be disclosed for the time being.

This is also the first closed "warehousing supermarket" owned by Yonghui Supermarket, which conveyed a strong signal to the market.

In 2019, Costco, a US storage member store, entered the domestic market for the first time, and instantly detonated the warehousing supermarket track. Yonghui Supermarket is also one of the players who chase the wind. In May last year, the first store in Fuzhou opened in Fuzhou. As of the end of 2021, Yonghui Warehouse Store opened a total of 53, and obtained a high -speed growth of 32.9%of the same store.

Nowadays, the warehousing model of Yonghui Supermarket in Shijiazhuang does not seem to run through, but helplessly stops the store.

In fact, in Yonghui's product matrix, the worst is the Yonghui MINI store that has been given high hopes. There were more than 573 stores in 2019. Subsequently, there was a tide of closing shops in 2020. As of the end of 2020, only 156 were there. In the 2021 financial report, there was no information about Yonghui Mini.

Other innovative businesses: Super Species and Yonghui Life also defeated. Taking Super Species as an example, at the peak of 2018, Yonghui opened more than 80 super -species stores. After 2019, the store began to close. By April 2021, more than 70 % of the super -species stores had been closed, and the remaining stores had been closed. There are only more than 20. In the 2021 financial report, the newly added 75 stores did not include "super species".

The growth rate of Yonghui's life also continued to fall. During the peak of 2020, the sales of "Yonghui Life" self -operated to home business were 5.91 billion yuan, an increase of 147%year -on -year; in 2021, the sales of the business fell to 7.1 billion yuan to 7.1 billion Yuan, a year -on -year increase of 21.1%; the growth rate in the first quarter of 2022 was only 9.2%.

A large number of closed -money stores were closed, and the relevant asset extraction and impairment preparations caused by about 309 million yuan, pushing the company's asset impairment loss in 2021 to 777 million yuan.

28 billion rich moments

Fujian has always been a place where "love to win", and it is also a blessing place for the rich. The founders of Yonghui Supermarket Zhang Xuansong and Zhang Xuanning brothers who have been in a rolling for 30 years, with the "fresh" track, are competitive in fierce competition. A bloody road was killed in the realm of the supermarket, which once set a sales legend of 90 billion yuan, and the value of the two also reached 28.2 billion yuan.

However, the current Yonghui Supermarket is undergoing "Dark Moments", a huge loss of 3.9 billion yuan in 2021, which is the first loss since listing. The stock price also fell thousands of feet, and the latest closing price was only 3.42 yuan/share. Compared with the highest point of 2020 in 2020, the cumulative decrease of 68.8%, and the total market value evaporated more than 68.3 billion yuan.

At present, the crisis of Yonghui Supermarket seems to have not been lifted.

In the first quarter of 2022, the performance of Yonghui Supermarket ushered in a brief recovery and returning photos. The net profit of the mother -in -law increased by 2053.54%year -on -year to 502 million yuan; the net profit of the deduction of non -returnees reached 628 million yuan.

However, in the second quarter of this year, Yonghui Supermarket's operating performance fell again. The performance trailer released in July shows that the net profit of shareholders belonging to the listed company in the first half of this year is -12 million yuan, which not only fails to continue the growth momentum. Once again, losses. It means that in the second quarter of this year, Yonghui Supermarket's loss may exceed 600 million yuan.

In addition, Yonghui Supermarket's liabilities are also rising significantly. According to financial report data, from 2019 to 2021, the asset -liability ratio of Yonghui Supermarket in three years was 60.93%, 63.69%, and 84.47%.

Behind a series of crisis is the radical expansion of Yonghui Supermarket. The "New Retail Strategy" mainly launched by super species, Yonghui Life, and Yonghui MINI stores was fully launched. It opened the store and expanded, and once shouted the slogan of "just rush forward, regardless of losses". The number of large stores added 205, and 573 were added at the MINI store.

However, a sudden epidemic and major capitals have entered the community group purchase and fresh e -commerce companies. This track quickly became the Red Sea. Tears with tears. Generally speaking, Yonghui Supermarket has been developing in recent years. In order to seize the market, engage in new retail, continuously increase leverage, and liabilities have grown rapidly. However, due to the impact of the epidemic, the retail business has not developed smoothly, and the large amount of debt of Yonghui Supermarket brought financial pressure and a loss of net profit.

The offline retail industry, where to go

The current dilemma of Yonghui Supermarket may be just a microcosm of China's offline supermarket.

A sudden epidemic, the impact of the offline real economy is not small. At the same time, it has spawned community group purchases. Hema Xiansheng, Ding Dong buying vegetables, Pinduoduo, and Meituan entered. The passenger flow of large fresh fresh stores and supermarkets is robbed.

According to the "2021 Supermarket Survey Express" issued by the China Chain Operation Association, in 2021, 67.1%of supermarket companies' sales decreased year -on -year, and 72.2%of the net profit of enterprises decreased year -on -year, and 68.39%of corporate passenger flows decreased year -on -year.

Gaoxin Retail, Yonghui Supermarket, Lianhua Supermarket, Zhongbai Group, Jiajiayue, Jingkelong, Hua Lian Zong Super Supermarket, Renrenle, and Backgama's 9 large chain supermarkets have fallen into losses.

At the same time, large offline supermarkets also need to face high labor costs, lease costs, and other high costs, resulting in poor business supermarkets in the first- and second -tier cities.

According to market data, the brand chain has closed many stores since 2020. Since 2017, the number of stores, the number of employment, and the sales of goods in China's chain supermarket have declined year by year. Among them, the Carrefour Supermarket on the first floor of the 360 ​​commercial superiority of Zhengzhou City has been closed for a long time, and stores in other regions have been closed, and it may not continue to open in the future.

Under the pressure of internal and external pressure, the digital transformation of offline merchants is imminent. The offline hypermarkets represented by Darjun Hair and Yonghui Supermarket have radical transformation and deploy new retail. Discount member shop. However, after five or six years of exploration, it has not achieved significant results, which has further exacerbated business losses.

At present, China's chain chain super seems to be collectively caught in a "middle -aged crisis", which has reached a critical moment of change. In fact, large -scale supermarkets do not have the opportunity to "counterattack". The core change point may still be on the supply chain. It is necessary to further polish and promote the direct mining of the base, the place of origin, the sales of the sale, the fresh processing and distribution center, the store line, the store line, the store line, and the store line. Upper and offline sales, etc. to meet the dual needs of consumers' quality and affordable.

- END -