董宇辉单飞、孙东旭离职 东方甄选路向何方?

Core Insights - The departure of key figures, including Sun Dongxu and Dong Yuhui, marks a significant transition for Dongfang Zhenxuan, indicating a shift from its initial entrepreneurial phase to a more structured management approach [1][2][3] - The company is focusing on self-operated products and aims to establish itself as an online supermarket, akin to "Sam's Club," to reduce reliance on individual influencers [5][6][7] Leadership Changes - Sun Dongxu, who played a crucial role in the company's growth, has officially left his position, with CEO Yu Minhong acknowledging his contributions [2][3] - The departure of both Sun Dongxu and Dong Yuhui signifies the end of an era for Dongfang Zhenxuan, as both were pivotal in the company's early success [2][3] Strategic Shift - Dongfang Zhenxuan is transitioning from a reliance on influencer-driven sales to a model focused on self-operated products, with plans to enhance its supply chain and user experience [5][6][8] - The company has introduced a paid membership system, which has seen a 33.08% increase in subscribers year-on-year, indicating a growing customer base [5][6] Financial Performance - The company's total revenue from ongoing operations decreased by 32.7% year-on-year to 4.392 billion yuan, while net profit dropped by 97.5% to 6.191 million yuan [6][7] - Excluding the financial impact of the sale of "With Hui Together," total revenue was 4.2 billion yuan, a decrease of 30.9% compared to the previous year [6][7] Market Positioning - Dongfang Zhenxuan aims to provide high-quality products at reasonable prices, aligning with retail industry standards to enhance consumer experience [8][9] - The company is focusing on building a robust supply chain and improving product selection to maintain competitiveness in the market [9]