谁在掏空汇源果汁 | 深一度

Core Viewpoint - The internal conflict within Huiyuan Group, once a leading juice brand, is leading the company towards a crisis, marked by accusations against its controlling shareholder, Shanghai Wensheng, for failing to fulfill financial commitments and jeopardizing brand integrity [1][2]. Group 1: Financial Commitments and Control - Huiyuan Group accused Shanghai Wensheng of breaching their agreement by failing to pay 8.5 billion out of the promised 16 billion, which has resulted in a strained cash flow for the company [2]. - The investment firm has not utilized the 7.5 billion already received for operational management, further exacerbating Huiyuan's financial difficulties [2]. Group 2: Brand Integrity and Safety Concerns - Huiyuan claims that Shanghai Wensheng, lacking juice production experience, has bypassed safety protocols to source raw materials from ordinary factories, leading to the production of counterfeit Huiyuan juice products [2][3]. - This situation not only threatens the brand's reputation but also raises significant food safety concerns [3]. Group 3: Market Position and Competition - The ongoing internal strife has resulted in a loss of market presence, with Huiyuan's e-commerce platforms showing empty product listings, indicating a complete stockout [5]. - Competitors like Nongfu Spring are gaining market share, while retail giants are increasingly pushing their own juice brands, putting additional pressure on Huiyuan [5]. Group 4: Financial Performance and Future Outlook - Huiyuan is projected to see a 10% decline in revenue and a 19% drop in net profit for 2024, reflecting the company's ongoing struggles [6]. - As the peak sales season approaches, Huiyuan's two major e-commerce channels have yet to recover, raising questions about the company's future viability [7].