Core Points - The resignation of Zong Fuli from Wahaha Group is seen as a significant development in the ongoing power struggle within the company, with her uncle Zong Ze commenting that she has mishandled the brand [1][3] - Zong Fuli's resignation is interpreted as a strategic retreat rather than a tactical maneuver, as she has been consolidating power within the company over the past year [1][4] - The impact of her departure is expected to be profound, leading to a power vacuum and potential disruption of the reforms she initiated [4][5] Company Overview - Zong Fuli's resignation comes as she shifts her focus to her own brand "Wah Xiaozong," having already begun transferring resources from Wahaha to her wholly-owned Hongsheng Group [2][3] - Wahaha experienced a 36.7% revenue increase in 2024 due to a nostalgia wave following the death of its founder, but is now facing management instability [3][4] - The current ownership structure remains unchanged, with Zong Fuli holding 29.4% of the shares, allowing her to still influence company operations [5][6] Management Changes - Zong Fuli's departure has created a power vacuum, and the reforms she implemented may not continue without her leadership [4][5] - Key executives who supported her, such as Ye Yaqiong and Hong Chanchan, remain in their positions, which may influence the transition [4][5] - The company will likely undergo prolonged personnel adjustments in the core management team following her resignation [5][7] Brand and Market Implications - The separation of Wahaha and Wah Xiaozong could lead to brand dilution and competition similar to past cases in the beverage industry [6][7] - The immediate priority for Wahaha is to appoint a new leader and clarify its asset and equity structure [7][9] - Zong Fuli's attempt to transfer 387 Wahaha trademarks to her new company was halted by the local government, indicating ongoing disputes over brand ownership [8][9] Future Prospects - Zong Fuli's new venture, "Wah Xiaozong," will depend on her existing supply chain and distribution channels, which she has partially retained from Wahaha [11][12] - Despite her experience, Zong Fuli faces challenges in establishing a successful new brand, as her previous attempts have not yielded positive results [16][21] - The competitive landscape for beverage brands in China remains fierce, and maintaining brand value will be crucial for both Wahaha and Wah Xiaozong [27][28]
大女主高开低走，宗馥莉挂印辞职，娃哈哈自此“失宗”
3 6 Ke·2025-10-11 07:18