Delis, Ziyan, Spring snow three quarterly report released! More than 80% of Longda Foods annual target of 1.8 billion yuan of prepared dishes has been completed!
Delis: Market expansion force, the third quarter revenue, net profit growth
On the evening of October 27, Delis released its third quarter report for 2023. In the first three quarters, the company achieved operating revenue of 2.313 billion yuan, an increase of 18.13%; Withholding non-net profit of 27.620,800 yuan, an increase of 55.37%. Among them, the companys performance growth in the third quarter was outstanding, achieving operating income of 770 million yuan, an increase of 38.96%; The net profit returned to the mother was 2,302,300 yuan, an increase of 138.64% year-on-year and an increase of 37.15% quarter-on-quarter.
Delis is a well-known meat processing enterprise in China. In recent years, its product system layout has expanded from pig slaughtering and deep processing of meat products to fine processing of beef products, and increased the premade vegetable industry. Entering the third quarter, the company actively carried out market expansion, and made a series of progress in raw material control, channel construction, and brand building, driving the performance to usher in high growth.
Through cooperation with the upstream and downstream of the industrial chain, Delis raw material advantages and channel advantages have been further strengthened. At the end of September, Delis invested in Today Ranch (Qingdao) Food Co., LTD., which has rich quality beef resources, to master better beef raw materials from the source. At the beginning of October, the company reached a strategic cooperation with the meat food retail chain brand "New fast", on the one hand to broaden sales channels, help capacity digestion, on the other hand, "Delis × New fast" double brand operation, to facilitate the company to cut into more consumption scenarios.
In addition, Delis actively layout new retail, in the e-commerce, live marketing is getting better.The company is actively opening flagship stores on Tmall, JD.com, PJD, Douyin, Kuaishou and other platforms to sell directly to consumers. At the same time, the company has gradually expanded its e-commerce distribution system and actively participated in new retail channels such as live broadcasting, private community, and community group buying. On August 18, the sales of Delis products in Simba broadcast room exceeded 9.2 million yuan, and the order volume exceeded 92,000 orders.
Ziyan Food: The first three quarters of net income increased year-on-year, and the income of husband and wife lung tablets exceeded 800 million yuan in 9 months
On October 27, Ziyan Food released the third quarterly report of 2023. In the first three quarters of 2023, Ziyan Food achieved operating income of about 2.816 billion yuan, an increase of 2.68%; Net profit attributable to shareholders of the listed company was approximately RMB 341 million, an increase of 50.03% over the same period last year. Specifically, the husband and wife lung tablet is still the main product of Ziyan Food, and the operating income of about 882 million yuan in the first three quarters of this year. For the performance of the first three quarters of this year, Ziyan Food said: "Raw material prices close to the previous years, the company to strengthen the supply chain optimization, improve the production process, technological transformation, cost reduction and efficiency, net profit to achieve a significant increase."
The main business of Ziyan Food is the research and development, production and sales of marinated food. The main products are the marinated food with chicken, duck, cow, pig and other poultry products as well as vegetables, aquatic products and soybean products as raw materials, such as husband and wife lung slices, Baiwei chicken, vine pepper chicken, etc. The application scenario is mainly for meal consumption and leisure consumption. The main brand is Ziyan. By the end of June this year, the total number of Ziyan food stores nationwide was 6,137, an increase of 12% year-on-year.
Spring snow Food: the first three quarters of 2023 net profit of about 20.99 million yuan
Spring Snow Food issued a third-quarter results announcement on the evening of October 27, saying that the revenue of the first three quarters of 2023 was about 2.096 billion yuan, an increase of 14.81%; The net profit attributable to shareholders of listed companies was approximately 20.99 million yuan, a decrease of 73.02% year-on-year. From January to December 2022, the operating income composition of Spring Snow Food is: food processing industry accounted for 76.56%, aquaculture accounted for 22.8%, and other industries accounted for 0.27%.
Qianwei Central Kitchen:
The companys core customers saw a big increase in sales in the third quarter
On October 27, Qianwei Central Kitchen issued a record of investor activities. According to Qianwei Central Kitchen, the company has been actively expanding new major customers, core major customers in the third quarter of sales have a large increase, mainly due to the low customer base in the same period in 2022; The company has increased its service to major customers and investment in research and development, and the products developed meet the needs of major customers.
Qianwei Central Kitchen said that on the whole, the C-end business division and Ozhi cuisines performance in the third quarter was better than that of the same period, Ozhi Cuisine company around the big B customers to do customized semi-finished products, C-end business division is currently in the convenience store system with the client to form a better supply, the two business directions are relatively clear. The companys group meal customers mainly rely on the maintenance of dealers, and the group meal customers are relatively closed, and the business ability of dealers directly affects the performance of the group meal. In the development process of group meal customers, the company will assist distributors to study customer needs and formulate product packages to meet customer category needs. On this basis, cost performance, brand effect and product category foresight are our service advantages for group meal customers, in addition, the understanding of group meal scene and processing scene is also an advantage of the company.
Longda Cuisine: More than 80% of the annual target of 1.8 billion yuan of prepared dishes has been completed
Recently, in response to the prepared dish business concerned by investors, Longda Food replied that the companys prepared dish scale at the beginning of the year was 1.8 billion yuan, and more than 80% had been completed as of the third quarter, and the main share had increased to 14.93%.
Longda Cuisine said that since the establishment of the main food strategy with prepared dishes as the core, the proportion of revenue of the companys food and prepared dishes has continued to increase. In the first three quarters of 2023, food income increased by 46.10%, sales increased by 55.01%, and the main share increased to 16.91%. Among them, the income of prepared dishes increased by 67.64%, the sales volume increased by 85.86%, and the main share increased to 14.93%. The scale of prefabricated dishes targeted 1.8 billion yuan at the beginning of the year, and more than 80% had been completed by the third quarter.
At the same time, Longda Food has created hundreds of millions of product matrices such as fat sausage series, crispy meat series, bacon series, baked sausage series, meatballs series. As of the end of the third quarter, the sales of fatty sausage products have exceeded 200 million yuan, and the products of crisp meat and bacon have grown steadily. The roast sausage series benefited from the rapid development of Western fast food channels this year, the growth rate is better, and it is expected to become the next hundred million yuan level single product after crisp meat, bacon and fat sausage.
