2024年，永辉超市发布业绩预告，预计全年净亏损约21亿元，这是其学习胖东来模式的第二年。自2023年起，永辉启动“调改店”战略，引入胖东来在商品选品、员工待遇、服务体验等方面的先进理念，试图通过提升门店品质和顾客满意度重振零售业务。然而，转型过程伴随着高昂的改造成本、短期客流波动以及供应链调整压力，导致利润大幅下滑。尽管部分试点门店销售数据回暖，但整体尚未形成规模效应。分析人士指出，永辉的亏损反映出传统商超在激烈竞争与消费变革中的艰难转型。胖东来模式虽以高员工福利和极致服务著称，但其成功高度依赖本地化运营与企业文化，难以简单复制。永辉能否在坚持长期主义的同时控制成本、实现盈利，仍是市场关注焦点。未来，其改革成效或将成为中国零售业转型升级的重要参考案例。
In 2024, Yonghui Superstores announced a preliminary earnings forecast, expecting a net loss of approximately RMB 2.1 billion for the full year—marking the second year since it began emulating the business model of Pangdonglai, a highly respected Chinese supermarket chain. Starting in 2023, Yonghui launched a ‘store transformation’ strategy, adopting Pangdonglai’s practices in product curation, employee welfare, and customer service to revitalize its retail operations. However, this transition has come with significant costs, including high renovation expenses, short-term fluctuations in foot traffic, and supply chain adjustments, all contributing to the steep decline in profitability. Although some pilot stores have shown signs of sales recovery, the improvements have yet to scale across the entire network. Analysts note that Yonghui’s losses reflect the broader challenges traditional supermarkets face amid intense competition and shifting consumer behavior. While Pangdonglai’s model is renowned for its generous employee benefits and exceptional service, its success is deeply rooted in localized operations and a unique corporate culture—elements difficult to replicate directly. Whether Yonghui can balance long-term transformation with cost control and return to profitability remains a key concern for investors. The outcome of its reform efforts may serve as a critical case study for the future of China’s retail industry.
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