菲仕兰专业营养品换帅，对华影响或有限丨消费一线

Core Viewpoint - FrieslandCampina is undergoing a significant leadership change in its core business, with Roger Loo appointed as the new global president of professional nutrition, succeeding Harvey Uong, who will leave the company in April 2026 [1][3]. Group 1: Leadership Changes - Roger Loo will take over as the global president of professional nutrition, which includes key products like infant formula in China, from Harvey Uong, who is set to depart in April 2026 [1]. - The restructuring is part of a larger organizational change, including the merger with Milcobel, which will take effect on January 1, 2026 [3]. - Jan Derck van Karnebeek will continue as the global CEO, while Milcobel's CEO, Peter Grugeon, will become the president of the professional dairy products group [3]. Group 2: Business Performance - FrieslandCampina's professional nutrition business reported revenue of €718 million (approximately 6.04 billion RMB) for the first half of the year, marking an 18.1% year-on-year increase, with operating profit rising by 61.0% to €219 million (approximately 1.84 billion RMB) [3]. - The professional nutrition segment, particularly brands like Friso and Royal Friso, is crucial for FrieslandCampina's operations in China [1][2]. Group 3: Market Dynamics in China - The new leadership in professional nutrition may have limited impact on the Chinese market, where Zhang Zhanhong has been leading since November 2024 [6]. - FrieslandCampina's professional nutrition business in China continues to experience double-digit growth, with Royal Friso's three-stage product becoming the best-selling single SKU in the infant formula market, selling over 10 million cans in a year [7]. - Despite a 9.8% decline in offline sales of infant formula in China, FrieslandCampina's Friso brand has managed to grow, indicating strong brand positioning and product confidence [8].