Core Viewpoint - The recent directive from Wahaha's headquarters has intensified the internal conflict regarding succession, particularly concerning the new brand "Wah Xiaozong" led by Zong Fuli, the recognized successor of the company [1][5][9] Group 1: Company Dynamics - The directive states that any distributor representing "Wah Xiaozong" will immediately lose their distribution rights, creating a critical decision point for thousands of distributors [2][3] - Zong Fuli holds 40% of the group's shares and faces a complex business landscape with fragmented brand assets and a challenging ownership structure [5][10] - The launch of "Wah Xiaozong" is an attempt to navigate these challenges and establish a new market presence outside the existing framework [5][7] Group 2: Market Performance - Wahaha's annual revenue has declined to 51.2 billion yuan, a drop of over 27 billion yuan from its peak [5] - The company's market share in the beverage sector has fallen to seventh place, trailing behind competitors like Nongfu Spring and Yuanqi Forest [5] - The beverage market has shifted, with younger consumers prioritizing taste innovation and social media reputation over brand legacy [7][10] Group 3: Distributor Perspectives - Distributors face a dilemma between maintaining long-standing relationships and adapting to the uncertain future presented by Zong Fuli's new brand [3][10] - The existing distribution network is crucial for sustaining profits, credit support, and customer relationships, making the decision to switch brands a significant risk [5][10] - Many distributors are adopting a cautious approach, waiting for clearer profit prospects before committing to the new brand [5][10] Group 4: Future Outlook - The success of "Wah Xiaozong" will depend on its product competitiveness rather than Zong Fuli's family background [9] - The current disjointed efforts among capital, brand, and distribution channels indicate a lack of cohesive strategy within Wahaha [10] - The evolution of the company will require a balance between respecting tradition and embracing innovation to thrive in a competitive market [12]
娃哈哈集团向全国经销商下达“铁令”,与“娃小宗”合作的,立刻取消代理资格,
Sou Hu Cai Jing·2025-10-18 14:35