Haidilao seems to be a blow to the "wool party", but it "hurts" the hearts of many ordinary consumers. In addition, on March 1 day, Haidilao issued a profit warning. Affected by the epidemic and other factors, the net profit in 2020 decreased by about 90% year-on-year. It seems more logical to say that cost pressure leads to beef vegetarianism.

However, Haidilao said that "Taste Companion" is made by innovative technology, and the cost is higher than that of beef granules.

Song Xuan, founder of spoon classroom, said that the cost of changing suppliers for large catering enterprises is very high. For example, it takes three years for McDonald's to change an egg supplier around the world. The operation of Haidilao should be the result of long-term decision-making, and plant protein is becoming more and more popular in the global market. With the rising price of meat, it is really a good substitute.

However, Jianmu, chief catering operation consultant of First Enterprise Management Consulting, believes that the root cause is cost pressure, although the cost of plant protein is not low.

Why does this "trivial matter" of changing small materials make Haidilao a target of public criticism? Under the pressure of capital, can Haidilao, which wins by service, always please consumers?

Jianmu believes that it is normal for big trees to attract wind, and consumers will have higher requirements for big-name enterprises.

On the contrary, it will encourage enterprises to innovate and provide better services and products. The service logic of Haidilao is no longer a simple warm service, but a large-scale personalized service supported by data system.