Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601933.SS
STRONG SELLREMOVEYonghui Superstores Co., Ltd. · Consumer Cyclical · China · $5.0B · Avg Vol: $63M/d
Yonghui Superstores is a traditional brick-and-mortar grocery retailer in China. The business model is structurally broken due to intense competition from community group-buying and e-commerce platforms, failing our Terry Smith filter against turnarounds.
COMPANY DESCRIPTION
Yonghui Superstores Co., Ltd. is one of China's largest supermarket chains, specializing in fresh food, apparel, and consumer goods. The company's primary competitive advantage lies in its highly sophisticated, direct-source fresh food supply chain, which minimizes waste and ensures competitive pricing. It operates as a nationwide retail leader, actively integrating offline stores with digital e-commerce platforms.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 13.3B | 11.6B | 10.0B | 7.9B | -15.9% |
| EPS | -0.04 | -0.02 | -0.02 | -0.04 | — |
| Shares | 9.1B | 9.1B | 9.1B | 9.1B | 0.0% |
| Debt | 5.0B | 4.1B | 3.3B | 2.2B | -24.2% |
| Equity | 1.1B | 878M | 656M | 275M | -37.1% |
| Op CF | 867M | 675M | 324M | 95M | -52.1% |
| Inv CF | -13M | 38M | -166M | 72M | — |
| Fin CF | -1.0B | -971M | -433M | -337M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 601933.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601933.SS | Yonghui Superstores Co., Ltd.(you) | $5.0B | 11 | STRONG SELL |
| 000564.SZ | Ccoop Group Co., Ltd | $4.6B | 1 | STRONG SELL |
| 000785.SZ | Easyhome New Retail Group Corporation Limited | $2.2B | 6 | STRONG SELL |
| 600859.SS | Wangfujing Group Co., Ltd. | $1.9B | 16 | STRONG SELL |
| 002251.SZ | Better Life Commercial Chain Share Co.,Ltd | $1.9B | 2 | STRONG SELL |
| 600693.SS | Fujian Dongbai (Group) Co.,Ltd. | $1.3B | 7 | STRONG SELL |
| 002277.SZ | Hunan Friendship&Apollo Commercial Co.,Ltd. | $1.4B | 17 | STRONG SELL |
| 600828.SS | Maoye Commercial Co., Ltd. | $1.2B | 5 | 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 22.0%