业务员“拆东墙补西墙”康师傅怎么了？

Core Insights - The incident involving two wholesalers in Zhengzhou who failed to receive their orders from Master Kong highlights serious issues within the company's distribution and sales practices, including employee misconduct and pressure to meet performance targets [2][3][4] Company Performance - Master Kong reported a revenue decline of 2.7% year-on-year, totaling 40.09 billion yuan in the first half of 2025, while net profit increased by 20.5% to 2.27 billion yuan [5][6] - The company's two main business segments, instant noodles and beverages, both experienced a downturn in sales [5] Pricing Strategy - In early 2024, Master Kong raised prices for its 1L bottled drinks from 4 yuan to a range of 4.5 to 5 yuan, aiming to improve profit margins despite potential negative impacts on sales [5][6] - Market feedback on the price increase has been mixed, with some retailers reporting that the higher prices have led to decreased sales due to the availability of substitute products [6][8] Market Competition - The beverage market is increasingly competitive, with new tea brands and ready-to-drink options gaining market share, which has pressured Master Kong's traditional bottled drinks [9][10] - The rise of delivery services and new beverage trends has further eroded Master Kong's market position, particularly among younger consumers who favor innovative and customizable options [9][11] Employee Pressure - Employees face significant pressure to meet sales targets, leading to unethical practices such as falsifying payment receipts to divert funds [3][4] - The intense performance pressure has resulted in situations where employees may incur personal financial losses to meet company expectations [4][5] Innovation and Adaptation - Master Kong is attempting to innovate with new product lines, such as "Frozen Tea" and "Special Fresh Noodles," to capture market interest and adapt to changing consumer preferences [9][10] - Despite these efforts, industry experts suggest that the company's response to market changes has been slow and may not align with the evolving demands of younger consumers [10][11]