苟轶群辞去海底捞CEO，创始人张勇接任

Core Viewpoint - Haidilao announced the resignation of CEO Guo Yiqun, with founder Zhang Yong taking over the role, reflecting ongoing management adjustments to align with the company's strategic direction and operational needs [2][4]. Management Changes - Guo Yiqun has resigned as CEO and executive director, effective January 13, 2026, with Zhang Yong appointed as the new CEO [2]. - Other executive changes include the resignation of Song Qing as executive director and nomination committee member, and Gao Jie as executive director. Li Nana, Zhu Yinhua, Jiao Defeng, and Zhu Xuanyi have been appointed as new executive directors, with Li Nana also joining the nomination committee [2]. - Guo Yiqun will continue to play a significant role in the group, focusing on the automation and intelligent management processes, while Song Qing will remain as the head of the product committee [2]. Historical Context - Zhang Yong has been a central figure in Haidilao's strategic direction since founding the first store in 1994, leading to significant expansion post-IPO in 2018, where the number of stores grew from over 300 to more than 1,300 by 2022 [4]. - The company has undergone multiple management adjustments to adapt to its growth phases, including a shift towards younger management in 2022 when Zhang stepped down as CEO [4]. Financial Performance - In the first half of 2025, Haidilao reported revenue of 20.703 billion yuan, a decrease of 3.7% year-on-year, and a net profit of 1.755 billion yuan, down 13.7% [6]. - The decline in profit was attributed to a decrease in table turnover rates and initial adjustments in product and service innovations [6]. - The overall table turnover rate for self-operated restaurants was 3.8 times per day, down from 4.2 times in the same period of 2024, with total customer visits dropping from over 209 million to nearly 190 million [6]. - Despite the decline in customer visits, average spending per customer slightly increased from 97.4 yuan to 97.9 yuan [6]. Strategic Implications - Zhang Yong's return as CEO is expected to enhance strategic decision-making authority and execution, facilitating the rapid implementation of various reform initiatives [6].