According to the financial report, Jiangsu and Zhejiang have the most closed stores, with 9 and 7 stores respectively. There are also stores closed in Shanghai and Beijing. At the business level, the three squirrels will also re-examine stores, SKUs and R&D. The strategic adjustment of the store system will have a short-term performance impact. The announcement mentioned that the three squirrels transformed and upgraded their development model-from e-commerce to omni-channel, from single brand to multi-brand, and reconstructed brand power, channel power and product power.
It can be found from the financial report that three squirrels are facing development bottlenecks. On the afternoon of April 22nd, three squirrels released the annual report of 202 1 and the financial report of 2022 Q 1. Among them, the revenue in 20021year decreased slightly by 0.24% to 9.77 billion yuan, which was attributed to the increase of net profit by 36.43% to 4 1 1 billion yuan. Compared with previous years, this is the first time that the revenue of three squirrels has exceeded 10 billion in 20 19, and the revenue has declined for two consecutive years.
During the reporting period, 65,438+02 restaurants opened and 43 restaurants closed. At the end of the period, there were 65,438+040 restaurants, and the operating income was 865,438+080 yuan, down 6.39% from the same period of last year, accounting for 8.37% of the total income. Alliance stores opened 34 1 store and closed 288 stores, with a total of 925 stores at the end of the period, achieving an operating income of 749 million yuan, a year-on-year increase of 63.3%, accounting for 7.67% of the total revenue.
In terms of online channels, in 20021year, the operating income of the three squirrel third-party e-commerce platforms was 6.479 billion yuan, accounting for 66.35438+0% of the total revenue.
In the first quarter of 2022, the revenue was about 3.089 billion yuan, a year-on-year decrease of 65,438+05.85%; The net profit was about 1.6 1 billion yuan, down 48.75% year-on-year; 0.4 yuan's basic earnings per share decreased by 49.37% year on year.
At present, many obvious products in the online shop of the three squirrels have declined. Among the four sub-brands hatched by three squirrels, there are no products actually sold in the online shop of Iron Rooster, and some products such as duck blood vermicelli soup are sold sporadically in the main brand stores of three squirrels. Individual products including bottled snail powder show that the production date is 65438+ this year1early October, which has been removed from the shelves.
It is worth noting that the snack company Yanjindian, which disclosed its first-quarter results on the same day, also showed a downward trend. In the first quarter of this year, Yanjindian achieved an operating income of 575 million yuan, down 2.91%year-on-year; The net profit was 6,654.38+0.4 million yuan, down 25.15% year-on-year; The basic earnings per share is 0.49 yuan.
(watching the news)