There is still hope for a comeback. First of all, the traditional offline retail model of Yonghui Supermarket is in a relatively backward state and needs to be optimized and adjusted to help the stock price rebound. Secondly, Yonghui Supermarket should also appropriately develop online marketing channels such as community group buying and fresh e-commerce to help the stock price rebound; Furthermore, Yonghui Supermarket should take the lead in trying a new retail marketing model, so as to upgrade and optimize the supply of the overall industrial chain, fully serve the all-round marketing model combining online and offline, and help the stock price rebound. The author thinks that after the stock price of Yonghui Supermarket continues to fall, Yonghui Supermarket can promote the stock price rebound by regulating its internal industrial structure, marketing channels and marketing models.
First, Yonghui Supermarket needs to optimize and adjust its traditional offline retail model to help its share price rebound.
First of all, Yonghui Supermarket's main business is "fresh processing" and "food supplies". However, due to the rising commodity costs and labor costs in the product supply chain behind it, Yonghui Supermarket's gross profit margin and net profit margin continued to decline in the last six quarters. In addition, because Yonghui Supermarket relies too much on the traditional offline sales model, it does not fully attract online passenger flow resources to offline consumption; Moreover, not enough online community group buying and online marketing models of supermarkets and e-commerce companies have been developed to compete with competitors, which will lead to the continuous loss of sufficient passenger flow and further indirectly affect the stock price decline. Mainly can adjust the supply source of the goods sold, thus reducing the price cost of the goods; And simplify the processing flow of fresh goods, thus reducing labor costs; At the same time, appropriately expand online sales channels.
Second, Yonghui Supermarket should appropriately expand online marketing channels such as community group buying and fresh e-commerce to help the stock price rebound.
Secondly, for Yonghui Supermarket, since most of Shang Chao's business income comes from offline drainage channels, only a small part of its business income comes from online platform sales channels. Yonghui Supermarket has not invested too much R&D funds in online customer drainage channels, nor has it hired enough network technicians to conduct targeted marketing on the online sales platform, so that Yonghui Supermarket often cannot cope with many online competitors. After all, at present, many business models need to be combined with the help of the Internet platform in order to successfully achieve the marketing purpose of high sales targets. Yonghui Supermarket should take the initiative to attack, not sit still, and actively expand more network platforms to promote some best-selling goods online; It not only satisfies the drainage effect, but also improves the probability of successful sales, which makes the turnover of Yonghui Supermarket rebound.
Third, Yonghui Supermarket should take the lead in trying a new retail marketing model to help the stock price rebound.
Furthermore, for Yonghui Supermarket, the future business model will no longer emphasize the pure e-commerce model or the pure offline entity marketing model. Mainly emphasize the new retail marketing model. After all, in the future business competition, it is no longer simply relying on online drainage and offline delivery, but networking the logistics system, thus achieving the effect of online scheduling and regulation. The advantage of this method is that Yonghui Supermarket can drain customers to offline consumption through online channels; Then, through offline channels, Yonghui Supermarket's online commodity sales channels will be promoted to offline consumers. The Internet of Things logistics can fully improve the transportation efficiency of the goods consumers need, thus making Yonghui Supermarket's marketing model have strong market competitiveness. Therefore, we can take the lead in trying a new retail model on a small scale and let the turnover pick up.
Note: Yonghui Supermarket showed signs of declining turnover for six consecutive quarters, with a net profit loss in the first half of 2002/KLOC-0. Therefore, the main leaders of Yonghui Supermarket should take the initiative to investigate and collect the dynamic information of the consumer market faced by Yonghui Supermarket. Combined with this information, the industrial organization and marketing model of Yonghui Supermarket are optimized and standardized. And actively explore new online platforms to drain sales channels. In order to counter the natural advantages of community group buying and fresh e-commerce owned by peers. Furthermore, the phenomenon of increasing the operating income of Yonghui Supermarket was eliminated, and finally the stock price issued by Yonghui Supermarket gradually picked up.
Can the stock of Yonghui Supermarket be saved?
The stock of Yonghui Supermarket will go up unless there is a big cooperation. Due to the impact of e-commerce, Yonghui's fresh food business has also been affected. Box Horse and Ding Dong rose strongly after the epidemic, and their main businesses were competitive. Coupled with the impact of the epidemic, the market is not optimistic and the stock price will only decline.
Why did Yonghui Supermarket's share price plummet? When will Yonghui Supermarket 202 1 Annual Report be released? Yonghui Supermarket, a star of securities with thousands of shares and thousands of comments?
After reading the latest consumption data, I found that it still did not reach the consumption level before the epidemic. Mainly due to the slowdown of domestic demand and the high leverage ratio of residents, it has restricted residents' willingness to consume. So, where will consumer enterprises go this year? Today, I will introduce Yonghui Supermarket, a leading retail enterprise in the consumer industry.
Before analyzing Yonghui Supermarket, I compiled a list of leading stocks in the retail industry to share with you. Click to receive: Treasure Information: Leading Stock Rankings in Retail Industry.
First, from the company's point of view.
Yonghui Supermarket is a leading commercial retail enterprise, featuring fresh food and taking supermarkets and community supermarkets as its core formats. Here are some main products: fresh food and processing, food supply, etc. Yonghui Supermarket is the first batch of circulation enterprises in Chinese mainland to introduce fresh agricultural products into modern supermarkets. The seven ministries and commissions of the country have recognized it as a model for the promotion of "changing agriculture into supermarkets" in the whole country, and people think it is "people's livelihood supermarket, Yonghui for the people".
This paper briefly introduces the company situation of Yonghui Supermarket. What are the highlights of the company?
Advantages 1. Retail leader
Yonghui has developed into a large-scale group enterprise with retail industry as the leader, modern logistics as the support, modern agriculture and food industry as the wings and industrial development as the basis. "Enjoy together" and "co-opetition and development" are the concepts that Yonghui Supermarket has always adhered to when it started the Blue Ocean, and cooperated with domestic and foreign retail enterprises to open the retail market in China. At present, there are nearly 1 133 supermarket chains in 28 provinces and cities, with an operating area of over 6 million square meters, reaching the top 6 and top 100 chain enterprises in China.
Advantage 2: High-quality partners
JD.COM is its strategic investor and successfully docked with JD.COM. COM's home has adopted the development model of O2O, and opened up the online and offline. At present, community convenience stores have been launched in the community. The board of directors of Yonghui agreed that Yonghui Yunchuang, a subsidiary of Tencent Investment, will acquire 0/5% equity of the company/KLOC-; And has carried on the strategic cooperation with the red flag chain.
Advantage 3: Strong supply chain
Yonghui Supermarket mainly develops a three-dimensional fresh-keeping supply chain system and constantly strengthens the localization management measures of long-radius goods. On this basis, we will build our own fresh-keeping platform "Fuping Supply Chain" to improve the penetration rate of direct mining at the source, further realize the standardized development of agricultural and sideline products at the source, greatly shorten the trading path of fresh-keeping commodities, and maintain the competitiveness of Yonghui fresh-keeping commodities.
Yonghui examines the digital demand from the business reality, strengthens the construction of digital core competence, promotes the integration of store-to-store business, improves the omni-channel competitiveness and further improves the level of supply chain management.
Due to the limited space, this research report has compiled more in-depth reports and risk warnings about Yonghui Supermarket. Click to view: In-depth research report Yonghui Supermarket comments, recommended collection!
Second, from the perspective of industry.
According to the compound growth rate in the past two years, the average growth rate of social zero from June 5438 to August this year is about 4%, which is still lower than the level of 8-9% before the epidemic. Consumer demand is less, but it has not yet reached the normal consumption level before the epidemic.
In the late epidemic era, residents' consumption habits have been developed and consumption choices are increasing. The retail industry has gradually evolved a variety of new formats combined with Internet technology to adapt to the ever-changing consumption environment. Physical retail needs to face opportunities and challenges, and digital transformation and supply chain optimization are necessary measures.
Generally speaking, I personally think that Yonghui Supermarket, as a high-quality enterprise in the retail industry, is expected to enter the fast lane of development with the further advancement of industry changes. However, the article has a certain lag. If you want to know the future market of Yonghui Supermarket more accurately, click on the link directly, and there is a professional investment to help you diagnose the stock, and see if the current market of Yonghui Supermarket is a good time to buy or sell: Is there any chance to test Yonghui Supermarket for free?
Reply time: 202 1- 12-06. The latest business changes are subject to the data displayed in the link in the article. Please click to view.
Is 2022 Yonghui Supermarket Stock Worth Long-term Investment?
Worth it.
In 2022, the share price of Yonghui Supermarket has been rising slightly, and will rise again after falling, which is very stable.
Yonghui Supermarket's operation is very stable, and most organizations think it is a good investment opportunity and worth long-term investment.
The market value has shrunk by nearly 90 billion, and 0/3% shares of Yonghui Supermarket/KLOC have been registered for transfer. What happened?
Yonghui's market value is shrinking.
Yonghui Supermarket, a former supermarket, had a market valuation of several hundred billion yuan, but its share price has been shrinking for its own reasons and development in the past two years. We should know that the stock of Yonghui Supermarket was once an enterprise that Tencent and JD.COM competed to increase their holdings, and it was also a local supermarket enterprise developed in Fujian. It was strongly supported by the policy, and it was quickly issued under the policy dividend of "changing agriculture into supermarkets" in Fujian, and it also absorbed the experience of modern supermarket management.
Recently, Liu, one of its shareholders, transferred 65,438+03.38% of its shares in Yonghui Supermarket to JD.COM. COM-type enterprises, that is, from Liu's name to the name of the group. This incident will have a further impact on Yonghui's share price, but overall, why has Yonghui entered a bottleneck period? What is the reason?
Reasons for the shrinking market value of Yonghui
There are external reasons and internal reasons for any enterprise to encounter problems in its development, and the most important reason is definitely internal reasons. The internal cause of Yonghui Supermarket's problems is to go to the head Zhang Shi brothers, namely Zhang Xuansong and Zhang Xuanning. At the beginning of the development of Yonghui Supermarket, the two brothers earned their first bucket of gold by beer wholesale, and then developed rapidly by the east wind of Fujian's policy of "turning agriculture into supermarkets". This is the result of two people's collective decision-making and collective action, because collective decision-making and collective action can integrate the strength of the whole company and achieve the effect of doing things in one place. But on 20 15, the two brothers had differences on how to deal with the relationship with e-commerce. Finally, after nearly three years of continuous adjustment, the two finally signed an agreement to terminate the collective action on 20 18. The impact of this is that Yonghui Supermarket, although nominally a company with two major shareholders, has gradually become two systems in its development, thus dividing the internal strength of the company and making it impossible for the company to solve problems quickly and effectively.
Secondly, Yonghui Supermarket has not handled the relationship between itself and new retail, that is, e-commerce. Its key subsidiary Super Species, that is, the subsidiary mainly developed to cope with e-commerce retail, has an imperfect development plan, so there is no way to share the cake of new retail, and because of the contradiction between the two ends, Yonghui Supermarket's attention in grassroots management has declined. The most important thing is that employees' service consciousness is reduced and the quality of supermarket goods is reduced. At the same time, the equity incentive system has also been cancelled among some middle managers, which can be said to be internal friction at both ends, making Yonghui not only miss new development opportunities, but also have great problems in its own quality control. In its original market, supermarket retail is gradually occupied by competitors.
Is there any hope for Yonghui Supermarket?
For Yonghui Supermarket, there is still some hope for its continued development. After all, a thin camel is bigger than a horse, but recently it was reported that the Zhang brothers, the shareholders of Yonghui Supermarket, had done a good job of cashing in stocks in advance, laying a good foundation for their position. Therefore, we still need to be rational in the further development and investment of Yonghui Supermarket. After all, its original head has secretly left, and friends who enter the market later need to think carefully. However, Yonghui Supermarket is so big after all.