谁来掌舵娃哈哈？
Sou Hu Cai Jing·2025-10-27 05:39

Core Viewpoint - The return of Zong Fuli to Wahaha Group as president of Hongsheng Beverage Group marks a significant development in the ongoing internal dynamics of the company, following a period of disputes and speculation regarding leadership and brand management [1][5][15]. Group 1: Leadership Changes - Zong Fuli has returned to Wahaha Group after resigning from her positions as chairman and legal representative, amidst controversies regarding her leadership and the establishment of a new brand, "Wawa Xiaozong" [4][5]. - Despite her resignation, Zong Fuli retains significant ownership stakes in Wahaha Group, holding approximately 54% of the company's shares, which allows her to maintain considerable influence over its operations [6][12]. - The leadership position of chairman remains uncertain, with no official announcement regarding who will lead the company moving forward [15][18]. Group 2: Brand Management and Strategy - The "Wawa Xiaozong" brand, which Zong Fuli aimed to develop independently, has faced challenges in gaining trust from distributors, leading to its potential abandonment following her return to Wahaha [5][9]. - The Wahaha brand's value is estimated at 91.19 billion yuan for 2024, highlighting its significance as a core asset of the company [8]. - The internal conflict regarding the use of the "Wahaha" trademark appears to have been resolved, allowing the brand to continue its operations under the established name [12][13]. Group 3: Market Environment and Challenges - The competitive landscape for fast-moving consumer goods (FMCG) is increasingly fierce, with rivals like China Resources Beverage and Nongfu Spring intensifying market pressures [20]. - The need for Wahaha Group to stabilize its operations and restore distributor confidence is critical for its future growth and brand integrity [20]. - Zong Fuli's aggressive management style contrasts with the more conservative approach favored by state-owned shareholders, indicating a potential need for compromise in leadership strategies [20].