Core Viewpoint - The CEO of Yonghui Supermarket, Wang Shoucheng, issued a New Year letter reflecting on the company's past mistakes and apologizing for deviating from its original entrepreneurial spirit in pursuit of scale, which led to a loss of trust from employees and customers [2][3]. Group 1: Financial Performance - Yonghui Supermarket announced a projected net loss of 2.14 billion yuan for 2025, representing a 45.6% increase in losses compared to the previous year's net loss of 1.47 billion yuan [3][4]. - The company expects a total net loss of 2.94 billion yuan when excluding non-recurring items for 2025 [3]. Group 2: Strategic Adjustments - In 2025, Yonghui Supermarket closed nearly 400 low-quality stores and undertook systematic renovations of over 300 existing stores, aiming for a dual increase in customer traffic and sales [3]. - The company made significant strategic adjustments, including the deep modification of 315 stores and the closure of 381 stores that did not align with its future strategic positioning [4]. Group 3: Financial Impact of Store Adjustments - The financial impact of store adjustments included approximately 910 million yuan in asset write-off losses and one-time setup costs, along with an estimated gross profit loss of about 300 million yuan due to store closures and renovations [4].

最近，永辉超市可真是"火"了一把！不是因为卖得好，而是因为CEO王守诚突然给全体员工写了一封道 歉信，说自己以前太贪心，"欲望超越了能力"，把公司带偏了。 这么说吧，永辉最近的日子确实不太好过。2025年预计归母净亏损21.4亿元，同比扩大了45.6%。为 了"止损";，去年一年就关了近400家店，还对300多家门店进行了大改造。 王CEO在信里说，以前永辉一门心思扩张，开了太多店，结果呢？"步子迈太大，扯着蛋了"。所以2025 年一口气关了近400家不赚钱的店，又花大力气改造了300多家老店，总面积加起来有200多万平方米。 这么说吧，相当于关了好几个大型购物中心呢！ 他还说，2026年要搞个"深耕之年"，意思就是不瞎扩张了，要好好练内功。具体来说，要干三件事： 一、跟200个农场、工厂合作，搞个"品质共同体"，弄100个能卖1个亿的爆款商品 二、把超市从单纯卖东西的地方，变成啥都有的"生活场"，搞个"社区厨房""邻里客厅"之类的 三、对员工好一点，多培训，少瞎指挥，让大家干活更开心 听起来是不是挺美好？ 但问题来了，永辉说要学胖东来——就是那个因为服务好、员工福利高而火出圈的河南超市。 可网友们不买账啊， ...

Core Insights - The article discusses various significant corporate announcements and developments, including leadership changes, financial results, and strategic initiatives across multiple industries. Group 1: Leadership Changes - The founder of Pang Donglai, Yu Donglai, announced his retirement effective after the Lunar New Year, transitioning to an advisory role with decision-making now handled by a committee [2] - Two co-founders of xAI, Jimmy Ba and Wu Yuhua, have left the company, marking a significant talent drain as six out of twelve co-founders have departed since its inception [6][6] Group 2: Financial Performance - NetEase reported a total revenue of 112.6 billion yuan for 2025, with R&D investment reaching 17.7 billion yuan, marking six consecutive years of over 10 billion yuan in R&D [11] - Heineken announced a global workforce reduction of 5,000 to 6,000 employees and lowered its 2026 operating profit growth forecast to 2% to 6%, down from a previous estimate of 4% to 8% [13] - Yonghui Supermarket's CEO reflected on past mistakes in prioritizing scale over quality, announcing plans to close nearly 400 low-quality stores and distribute nearly 50 million yuan in profit sharing to employees in 2025 [10] Group 3: Strategic Initiatives and Investments - Meta plans to invest over $10 billion in a new data center in Indiana, which will create approximately 4,000 construction jobs and over 300 operational positions [10] - Zhiran Medical completed a 300 million yuan A+ round of financing to advance large-scale clinical trials and product iterations in brain-machine interface technology [14] - Runway, an AI video generation startup, raised $315 million in E round financing, bringing its valuation to approximately $5.3 billion, with plans to accelerate the development of next-generation models [15] Group 4: Market Developments - The global gaming market saw player spending reach $7.1 billion in January, with "Honor of Kings" topping the revenue charts [20] - In January, China's power battery installation volume was 42.0 GWh, showing a year-on-year increase of 8.4% despite a month-on-month decline [20]

王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流 与销售在2025年迎来双增长。2025年全年，永辉超市累计向员工发放利润分红近5000万元。 面对2026年，王守诚表示，永辉超市将聚焦三大"深耕"，深耕商品，从采购走向共育，建立品质生态；深耕门 店，从交易场走向生活场，创造品质生活；深耕组织，从管理职能走向服务功能，成就品质人生。 值得注意的是，1月21日，永辉超市曾发布2025年年度业绩预亏公告，公司预计2025年归母净利润为-21.4亿元， 据计算亏损同比扩大45.6%，上年同期归母净利润为-14.7亿元。归母扣非净亏损29.4亿元。 公告指出，本期业绩预亏的主要原因为，2025年公司进行了重大的经营战略调整。门店布局方面，公司报告期内 深度调改了315家门店，并关闭了381家与公司未来战略定位不相符的门店。 门店调改对公司利润的影响主要包含调改相关的资产报废损失、停业装修营业收入损失、一次性开办费投入等， 其中资产报废及一次性投入合计约9.1亿元。此外，门店因停业装修产生的毛利额损失预估约3亿元。与此同时， 关闭381家门店也产生了较大损失， ...

下班顺路买把青菜 周末囤箱牛奶早已成为日常 但就在今天（2月11日） 这家陪伴深圳人多年的超市 却等来了一封来自总部的道歉信 信里，永辉CEO王守诚坦言 对于许多深圳人来说 永辉超市是家门口 熟悉的"菜篮子" 福田星河店、罗湖金光华店…… 欲望超越了自身能力 辜负了顾客的信任…… 2月11日，南都N视频记者从永辉超市（601933）获悉，永辉超市CEO王守诚发布新年全员信，并在信中进行了反思和致歉。 王守诚表示，"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 南都N视频记者注意到，1月21日， 永辉超市曾发布预亏公告，预计2025年归母净亏损21.4亿元。 2月11日，王守诚发布致全体永辉人的2026新春寄语。王守诚表示，2025年作为新永辉首个三年改革转型开局之年，面对行业变化，公司选择沉下心复盘 不足、学习先进。"在追求规模的过程中，我们一度偏离创业初心，欲望超越了自身能力，辜负了员工付出与顾客信任。" 王守诚在信中向全体员工致 歉。 王守诚指出，永辉超市2025年关停低质门店近400家，并集中精力对超300家存量门店进行系统性改造，同店客流与销售在2025年 ...

Group 1 - Yonghui Supermarket's CEO Wang Shoucheng announced plans to distribute nearly 50 million yuan in profit sharing to employees by 2025, while also admitting past mistakes in prioritizing scale over core values [1] - The company plans to close nearly 400 low-quality stores and focus on systematically renovating over 300 existing stores, expecting to see growth in both customer traffic and sales by 2025 [1] Group 2 - JD Technology launched a new payment method called "JD AI Pay," allowing users to make payments conveniently and securely using voice commands, integrated with the JD JoyAI model [2] - The service is currently available on the JoyAI App and through smart glasses, enhancing the shopping experience [2] Group 3 - Meituan is distributing New Year gift packages to stable and law-abiding delivery riders, with tens of thousands of riders receiving gifts and cash rewards, including a 10,000 yuan "Dream Cash Voucher" [3] Group 4 - Multiple platforms, including Aldi and Xiaoxiang Supermarket, announced adjustments to service arrangements and delivery fees during the Spring Festival, with additional charges for orders placed during specific dates [6][14] - Sam's Club, Hema, and Dingdong Maicai also confirmed similar adjustments to their delivery fees during the holiday period [14] Group 5 - Coca-Cola reported a revenue of $47.941 billion for the fiscal year 2025, a year-on-year increase of 1.87%, with a net profit of $13.107 billion, up 23.29% [11] - The fourth quarter revenue was $11.8 billion, below the expected $12.03 billion, and the company anticipates a 4% to 5% organic revenue growth for 2026 [11] Group 6 - Shanghai Xiaonan Guo clarified that all its restaurants are temporarily closed for strategic restructuring, ensuring that deposits and prepaid cards can be refunded [12] - The closure aims to streamline operations and allocate resources to core markets to reduce financial losses [12] Group 7 - Sam's Club officially signed a contract to establish a new location in Guangzhou Huangpu Science City, expected to open in 2028 [13] Group 8 - Taobao Flash Sales reported a 347% year-on-year increase in sales related to New Year goods, with orders from third- and fourth-tier cities rising over 580% [15] - The platform introduced a "New Year not closing" service, ensuring high operational rates for partner stores during the holiday [15] Group 9 - Haidilao received over 50,000 reservations for New Year's Eve dining, with more than 1,000 locations operating on that day and over 1,300 returning to normal operations shortly after [16] - The company is also trialing its first pet-friendly themed restaurant in Jiangsu, enhancing dining experiences for pet owners [16]

2月11日，永辉超市CEO王守诚发表新年全员信，坦诚反思公司过去"过度追求规模"的战略失误，并披露2025年已向员工发放近5000万元利润分 红。 王守诚代表公司进行了反思与致歉，"回顾过去，我们坦诚，在追求规模的道路上，曾一度偏离了创业初心，欲望超越了能力，辜负了员工的付出与顾客的 信任。我们已深刻意识到自己的问题，在这里向大家真诚地说一句'对不起'。" 信中披露，时隔五年，永辉再次实现同店客流与销售的双增长。去年是新永辉第一个三年改革转型期的起始之年。永辉启动大规模实质性调改，关停低质门 店近400家，并集中精力对超300家存量门店进行系统性改造，累计面积超过200万平方米。 面对2026年，他指出，永辉超市将聚焦三大"深耕"：一是深耕商品，从采购走向共育，建立品质生态。二是深耕门店，从交易场走向生活场，创造品质生 活。三是深耕组织，从管理职能走向服务功能，成就品质人生。 1月20日晚间，永辉超市发布预亏公告，预计2025年归母净亏损21.4亿元。公司称，业绩亏损主要原因是2025年公司进行了重大的经营战略调整。其中，门 店调改带来的资产报废及一次性投入，以及停业装修产生的毛利率损失，合计超过12亿元。 ...

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, issued a New Year letter reflecting on the company's past mistakes and apologizing for deviating from its original entrepreneurial spirit in pursuit of scale [1][2] - Yonghui Supermarket announced a projected net loss of 2.14 billion yuan for 2025, representing a 45.6% increase in losses compared to the previous year [2] Group 1: Company Strategy and Performance - In 2025, Yonghui Supermarket plans to close nearly 400 low-quality stores and focus on systematically renovating over 300 existing stores, aiming for growth in both customer traffic and sales [1] - The company distributed nearly 50 million yuan in profit bonuses to employees in 2025 [1] - The major reasons for the projected losses include significant strategic adjustments, with 315 stores undergoing deep modifications and 381 stores being closed due to misalignment with future strategic goals [2] Group 2: Financial Impact of Store Adjustments - The financial impact of store adjustments includes approximately 910 million yuan in asset write-off losses and one-time setup costs [2] - Estimated gross profit losses due to store closures and renovations are around 300 million yuan [2] - The costs associated with closing 381 stores include asset write-off losses, employee severance compensation, and lease-related penalties [2]

Core Insights - Yonghui Supermarket's CEO Wang Shoucheng outlined the company's strategic transformation achievements and 2026 plans in a New Year letter, highlighting a significant turnaround with a dual growth in same-store traffic and sales for the first time in five years [1] Group 1: Strategic Transformation - The company acknowledged past mistakes in prioritizing scale over core values, admitting to having let down employees and customers [1] - In 2025, Yonghui initiated a large-scale restructuring, closing nearly 400 low-quality stores and focusing on systematic renovations of over 300 existing stores, covering a total area exceeding 2 million square meters [1] - This transformation is described as a major redefinition of operational philosophy and organizational mindset [1] Group 2: Initial Results and Employee Engagement - The dual growth in same-store traffic and sales indicates that returning to a focus on "people and products" can rebuild trust and enthusiasm [1] - The company has begun to implement a profit-sharing model, distributing nearly 50 million yuan in profit dividends to employees in 2025, fulfilling its commitment to share operational success [1] Group 3: 2026 Strategic Focus - For 2026, Yonghui aims to deepen its efforts in three main areas: enhancing product quality, transforming stores into community service hubs, and empowering organizational capabilities [2] - The company plans to upgrade its procurement role to become a "quality enabler," collaborating with 200 core production areas and factories to create a "quality community" and develop 100 flagship products [2] - The transformation of stores will shift from mere transaction points to "lifestyle spaces," including community kitchens and neighborhood lounges [2] - Organizational changes will focus on empowering employees through clearer responsibilities, streamlined processes, increased training, and investment in AI technology [2] - Wang emphasized the commitment to a long-term quality retail strategy, expressing gratitude to the supporting teams, partners, customers, and employees for their contributions [2]

亲爱的永辉家人们: 新岁启封,万象更新。值此农历新年到来之 际,我谨代表公司,向全国每一位永辉战友 和您的家人,致以最诚挚的感谢与最美好的 祝福! 【大河财立方消息】2月11日，永辉超市CEO王守诚发布2026新春寄语，总结了过去一年的调改成果，同 时确立2026年的经营目标。 王守诚文中提到，2025年，是新永辉第一个三年改革转型期的起始之年。他也坦言，"在追求规模的道路 上，曾一度偏离了创业初心，欲望超越了能力，辜负了员工的付出与顾客的信任。我们已经深刻地意识 到了自己的问题，在这里向大家真诚地说一句'对不起'。" 胖东来的帮扶则让永辉超市打开了一扇全新的视窗。王守诚称："我们领悟到，商业的本质不在冰冷的数 字，而在创造有温度的幸福；企业的健康，在于让员工绽放笑容、让顾客收获满意。" 在新理念的促进下，永辉超市开展了大规模的革新。这一年，永辉超市关停低质门店近400家，集中精力 全面系统地调改存量门店超300家，累计进行超200万平米的商业改造。变革之下，永辉超市时隔5年再次 迎来了同店客流与销售的双增长；同时，2025年全年永辉超市累计向员工发放利润分红近5000万元。 面向2026年，王守诚表示永辉超 ...