Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002251.SZ
STRONG SELLREMOVEBetter Life Commercial Chain Share Co.,Ltd · Consumer Cyclical · China · $1.9B · Avg Vol: $112M/d
A struggling Chinese regional retailer facing structural headwinds from e-commerce and weak domestic consumption; it lacks the high return on capital and pricing power required by the Terry Smith lens.
COMPANY DESCRIPTION
Better Life Commercial Chain Share Co.,Ltd operates supermarkets, department stores, and convenience stores, primarily in Hunan and Guangxi provinces. It maintains a dominant regional retail footprint in Central and South China, supported by localized supply chains and loyalty programs. The company is a leading regional multi-format retailer navigating digital transformation and regional consolidation.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.3B | 458M | 508M | 623M | -21.6% |
| EPS | -0.45 | -0.10 | 0.07 | 0.01 | -91.1% |
| Shares | 864M | 864M | 2.7B | 2.7B | +211.2% |
| Debt | 1.9B | 1.7B | 1.0B | 1.0B | -18.6% |
| Equity | 714M | 423M | 1.2B | 1.2B | 20.1% |
| Op CF | 50M | -200M | -31M | 96M | 24.4% |
| Inv CF | -132M | 29M | -46M | -90M | — |
| Fin CF | 7M | 226M | 152M | -66M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002251.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002251.SZ | Better Life Commercial Chain Share Co.,Ltd(you) | $1.9B | 2 | STRONG SELL |
| 000785.SZ | Easyhome New Retail Group Corporation Limited | $2.2B | 6 | STRONG SELL |
| 605188.SS | Jiangxi Guoguang Commercial Chains Co., Ltd. | $1.1B | 2 | STRONG SELL |
| 600693.SS | Fujian Dongbai (Group) Co.,Ltd. | $1.3B | 7 | STRONG SELL |
| 600828.SS | Maoye Commercial Co., Ltd. | $1.2B | 5 | STRONG SELL |
| 600859.SS | Wangfujing Group Co., Ltd. | $1.9B | 16 | STRONG SELL |
| 000564.SZ | Ccoop Group Co., Ltd | $4.6B | 1 | STRONG SELL |
| 002277.SZ | Hunan Friendship&Apollo Commercial Co.,Ltd. | $1.4B | 17 | STRONG SELL |
| 600682.SS | Nanjing Xinjiekou Department Store Co., Ltd. | $1.1B | 16 | STRONG SELL |
| 601086.SS | Gansu Guofang Industry & Trade (Group) Co., Ltd. | $843M | 12 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 21.9%