高鑫零售2025变革记 新帅是“金手指”？

Core Viewpoint - The ongoing transformation of Gao Xin Retail, the parent company of RT-Mart, is marked by significant leadership changes and strategic shifts aimed at revitalizing the business and addressing declining performance metrics [3][4][9]. Leadership Changes - On November 30, Gao Xin Retail announced the resignation of CEO Shen Hui due to personal reasons, with Li Weiping appointed as the new CEO effective December 1, 2025. Li brings over 20 years of retail management experience, having previously held key positions at Hema and Lotte Supermarket [3][4]. - Li Weiping's appointment is seen as a strategic move, with a three-year service agreement and a fixed annual salary of 3.36 million yuan, reflecting the company's trust in her capabilities [3][4]. Organizational Restructuring - Since the acquisition by Dehong Capital in February 2025, Gao Xin Retail has undergone significant organizational changes, including a reduction in operational divisions from five to four and a focus on anti-corruption measures within the company [4][5]. - The company has initiated a product system overhaul, eliminating homogenized products and accelerating the development of private labels [4][5]. Strategic Initiatives - Gao Xin Retail has launched a "three-year strategy" aimed at enhancing product differentiation, improving supply chain efficiency, and transforming store formats to better serve community needs [5][6]. - The company has begun establishing front warehouses in several cities to improve logistics efficiency and reduce delivery times, while also closing underperforming stores and converting some into membership-based formats [5][6]. Financial Performance - Gao Xin Retail has faced declining revenues, with a reported 12.4% decrease in product sales revenue for the first half of the 2026 fiscal year compared to the previous year, attributed to increased market competition and consumer fatigue [14]. - The company has also seen a drop in same-store sales growth, with a reported decline of 11.7%, although online B2C sales have shown some growth [14][15]. Challenges Ahead - The company must navigate internal resistance to change and the competitive landscape, particularly in the areas of private label development and supply chain management, to achieve its strategic goals [7][16]. - Li Weiping's leadership will be critical in addressing these challenges and ensuring the successful execution of the company's transformation strategy [8][16].