马凯思“重整”雀巢中国：咖啡业务换帅了

Core Insights - Nestlé is undergoing significant adjustments in its China operations, particularly in the coffee business, with a leadership change aimed at revitalizing performance [1][2][5][6]. Group 1: Leadership Changes - Kais Marzouki has initiated a leadership transition in Nestlé China, appointing Pamela Takai as the new head of the coffee business, effective September 1, 2025 [1][2]. - Takai's appointment reflects her close relationship with Marzouki, who previously served as the CEO of Nestlé Philippines, where he achieved notable success [2][5]. Group 2: Financial Performance - In the first half of 2025, Nestlé's overall sales decreased by 1.8% to CHF 44.2 billion (approximately RMB 391.75 billion), with the candy and coffee segments being key stabilizers [2]. - The Greater China region's sales fell to CHF 2.47 billion (approximately RMB 20.77 billion) in the first half of 2025, down from CHF 2.639 billion (approximately RMB 21.41 billion) in the same period last year [3]. Group 3: Coffee Business Insights - The coffee segment is critical for Nestlé, accounting for approximately 4% of its coffee business, with estimated revenues for 2023 around CHF 960 million (approximately RMB 7.9 billion), showing little change since 2021 [4]. - The leadership change in the coffee division is part of a broader strategy to address the declining performance in the Greater China market [5][6]. Group 4: Strategic Adjustments - Nestlé's adjustments in Greater China are described as systematic, focusing on rebalancing its approach to better meet consumer demands and investing in consumer demographics [6][7]. - The CEO emphasized the need for a new leadership team to support the next phase of development in China, moving away from a previous focus on distribution and commercial drivers [6].