"Hello, Secretary of the Board, about the delivery of , Peraya distribution channel during Double 11, does your company know? I heard that because your company maliciously transferred the inventory of the distribution channel to the live broadcast channel, causing a large number of orders to be refunded in the distribution channel. Distributors and consumers were very dissatisfied and were collectively boycotted by distributors. Is this true?"
"Hello, dear investor, the above is not true. The settlement model of the distribution channel of Peraya brand is cash and spot, and the payment is shipped as soon as the payment is available. Thank you for your attention."
Recently, an investor question and answer pushed the non-shipment problem of Peraya (603605.SH) during Double 11 to the table. Behind this question and answer is the large number of complaints from consumers since November, and the group leader’s disappointment and blocking of Perchoa due to being returned.
↑ Data picture According to IC photo
Red Star Capital Bureau noticed that in the past two years, Perchoa's product hot and stock price have also been hot. Since its listing in 2017, its stock price has increased by more than ten times. Now, can Perchoa, which is in doubt for stock, continue to support the brand's popularity in the C-end and capital markets ? The answer still needs time to test, but Perfect executives have frequently reduced their holdings. As of mid-November this year, some executives cashed out more than 2.8 billion yuan.
01
Peraya is out of stock,
Customer complaint,Peraya denies
"I paid a deposit at the official flagship store of Peraya Tmall at 20:01 on October 24, 2022, and paid the final payment at 20:01 on October 31. The merchant promised to ship the goods before 20:00 on November 2, but the merchant did not fulfill his delivery obligation and has always refused to ship the goods under the pretext of the epidemic." On November 29, Ms. Zhang, who lives in Wuhan, told the Red Star Capital Bureau about the dispute with Peraya.
It is understood that the Perchoa products that Ms. Zhang snatched from the live broadcast room of Li Jiaqi in the during Double Eleven have been delayed in shipping. "I have always stated that there is no epidemic in the harvest area and express delivery can be delivered normally. The other products purchased by my colleague at the official flagship store of Perfect Tmall on November 2 have been delivered normally. The delivery address of me and my colleague is Hongshan District, Wuhan City. The same product purchased by a friend at the official flagship store of Perfect Tmall on October 31 has been successfully received. The logistics trajectory shows that it has passed through Wuhan and the logistics is smooth. Perfect using the epidemic as an excuse to shirk responsibility overdue the delay, which is a deliberate fraud of consumers."
html On the afternoon of November 15, Ms. Zhang called 12315 to complain about rights protection and inform Perfect. Perfect sent the goods to Ms. Zhang on November 16.In response to this, Ms. Zhang said: "If Perrya is honest, I can understand whether it is out of stock or the reason, but they have always used the epidemic as an excuse to refuse to ship it. This behavior is disgusting. "
has the same experience as Ms. Zhang. There are many consumers who have searched for "Perrya out of stock" on Xiaohongshu, and there have been more than 100 related posts.
On the Black Cat Complaints platform, from November 3, some consumers have complained that Perroy will not ship. At present, has nearly 150 complaints about Perroy's non-shipment or even false shipments.
A large number of consumers said that Perry explained that it would not ship the goods on the grounds of epidemic control, but many consumers did not agree with this reason and said that other products at the same address could be received, and there was no epidemic control in the area where it is located. Some consumers even said that their roommate bought Perry products in the official flagship store. The roommate's order has been shipped, but they purchased it from the live broadcast room but have not shipped.
↑Screencapsulated from Heimao Complaint Platform
"Epidemic Prevention and Control" is also the only reason why Perry explained to the Red Star Capital Bureau late delivery and no delivery.
Red Star Capital Bureau called the board office of Peraya to issue out of stock. Peraya insisted that there was no out of stock and said that if consumers cannot receive the goods for the time being, it is affected by the epidemic prevention and control.
Regarding the question mentioned by consumers that "other products can be received, why can only be received from Perrya products?" Perrya said that the situation is not very clear.
02
group purchase of Peraya during Double Eleven period encountered return
"strength shortage of raw materials" explained the reason for distributors
Ms. Chen, who joined the group to buy Peraya products, told the Red Star Capital Bureau that the notice it received showed that Peraya did not ship the goods because: the imported raw materials have not arrived in China, and the best-selling products were out of stock.
htmlOn October 19, Ms. Chen ordered dozens of orders with the group. The group originally ordered the orders on November 1, but on October 28, the group's customer service said that it would not accept new orders. According to the chat screenshot provided by Ms. Chen, the customer service said on October 28: "Perroy has severely exploded orders, and the inventory is currently seriously oversold!"The group agreed to ship the goods one after another from November 1, but by November 13, no orders placed were issued. On November 15, Ms. Chen found out that many of the ordering colleagues also said that Percholar did not ship the goods. On November 16, the customer service notified the refund and stated that some raw materials for the commodity cannot be delivered to China in time due to the impact of the epidemic, and there is no exact arrival time for the time being, and the best-selling products are now out of stock.
↑Screenshot of group chat with the group. Photo provided by the interviewee
. Ms. Zhu, the leader of the group who has been selling goods in a private domain channel for 5 years, also encountered the same experience. Ms. Zhu told the Red Star Capital Bureau that she directly connected with Peraya distributors, "Peraya's rhetoric is the chat screenshot I posted."
According to the chat screenshots posted by Ms. Zhu on social media platforms, on October 19, Peraya distributor promoted Peraya’s Double Eleven group buying activity to her. On October 28, Ms. Zhu received a notice of “Peraya’s early order interception”. On November 17, Ms. Zhu said she was notified of a refund.
Peraya distributor told Ms. Zhu: " Peraya brand has suspended the supply of from all private domain channels. The specific delivery time and results are unknown, so we will first refund the orders for the unissued Double Eleven." When the distributor explained the reasons for the out of stock, Ms. Zhu also received a notice related to "raw material problems".
↑Perroyal Distributor's notice from the interviewee Xiaohongshu account
Ms. Yu (pseudonym), who participated in the group purchase of Perroyal products, posted a group leader's note on November 12 on social media platforms. The note shows that because Perroyal sold several million pieces of goods and sold out of stock, due to the epidemic, a French imported raw materials have not arrived in the warehouse for a long time, and the spot stock that was originally planned to be produced will be delayed.
↑Screenshot of the group leader’s notes Photo from the interviewee Xiaohongshu account
talked about the return of Peraya to the group buying channel this time. Ms. Chen believes: "This time I was cheated and lost my reputation. I will not make Peraya products in the future." Ms. Zhu publicly stated: "I will never sell or use any Peraya products in the future. Goodbye."
03
will not ship overdue and no relevant evidence will be provided
Lawyer: Suspected of breach of contract, consumers can apply for a refund and compensation of three
m. Zhang told the Red Star Capital Bureau that although Peraya has always stated that it will not ship due to the impact of the epidemic, whenever she asks Peraya to provide relevant proof, Peraya customer service will no longer reply.
Lawyer Li Shasha from Beijing Dacheng (Chengdu) Law Firm said that if Perroyal fails to ship to consumers overdue and fails to provide evidence on the reason for the epidemic, it will be suspected of breach of contract. Lawyer Hu Gang from Beijing Chaoyang Law Firm also believes that Percholar's measures are suspected of breach of contract.
Secretary Chen Shijun, partner of Sichuan Shenghao Law Firm, said that merchants have the contractual obligation to ship in a timely manner. If the merchant delays the delivery time exceeds the time specified in the platform's delivery rules, consumers can protect their rights according to the delivery rules.
, lawyer Li Shasha believes that since this is not a product quality issue, consumers can ask for corresponding interest on the payment of goods in addition to requesting a refund, but considering that the payment of goods is not large, Perroy's default cost is low.
lawyer Hu Gang said that if there is evidence to prove that Perroyal consumes fraud, it can ask it to refund one or three for punitive damages. If Perroy is unable to perform the contract on the grounds of the epidemic or is unable to fully perform the contract, evidence must be provided. If it cannot provide relevant evidence, consumers can protect their rights based on this.
Lawyer Chen Shijun said that the rights can be protected through litigation, and the amount of compensation shall be agreed in accordance with the electronic contract and platform rules.
Lawyer Hu Gang believes that in order to reduce the cost of consumer rights protection, consumers can provide evidence to directly demand compensation from the merchant, protect their rights from the platform, apply for mediation by the Consumer Protection Association, and complain to the market supervision department or file a lawsuit with the court. If is filed with the court, the litigation fee will be about 50 yuan, and most of it is online litigation, so the cost of rights protection is relatively low.
04
Perroy executives frequently reduce their holdings
Some executives cash out of more than 2.8 billion
It is worth noting that amid the out-of-stock storm, on November 16,Perroy issued a reminder announcement of changes in shareholders' equity. The announcement stated that the current director and general manager of Perfect 2 Fang Yuyou has reduced its holdings of shares in the company from September 19, 2022 to November 16, 2022.
↑Screenshot from Peraya announcement
It is understood that Peraya's current stock price has increased more than ten times compared to when it was first listed in 2017. Since 2019, Perfect executives and shareholders have frequently reduced their holdings. In March 2019, just a few months after the ban on stock , Cao Liangguo, then deputy general manager of Perroy, reduced his holdings by a large margin, intending to reduce his holdings by 1.8146 million shares. The reason for reducing holdings is that it requires its own funding arrangements. In October, Cao Liangguo's share reduction plan was completed, with a total of 1.7595 million shares reduced and cashed out 142 million yuan.
↑Screenshot from Peraya announcement
In December of the same year, Cao Liangguo, Jin Yanhua, Wang Li, Zhang Yefeng and other senior executives of Peraya issued another plan to reduce their holdings. After that, Perchoa Chairman Hou Jun submitted , Director and General Manager Fang Yuyou, Deputy General Manager and Board Secretary Wang Li reduced her holdings many times. Among them, Fang Yuyou is the executive who has reduced his holdings the most in the past three years (as of November 16, 2022), with a total reduction of 10.2766 million shares and a total cash out of more than 2.8 billion yuan.
, senior partner and director of the capital market department of Beijing Jingshi Law Firm, lawyer Mao Wei, believes that the cash out of executives means that they are not optimistic about the long-term development of the company and believe that cash out of this stage is the best.
Red Star News Reporter Yu Yao Zhang Luxi
Editor Guo Yu Editor in charge Wei Kongming
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