海底捞创始人张勇再任CEO!据称与一项计划有关

Core Viewpoint - The founder of Haidilao, Zhang Yong, has resumed the role of CEO after nearly four years, indicating a strategic shift in the company's management and direction [1][3]. Management Changes - On January 13, Haidilao announced the resignation of Guo Yiqun as CEO and the appointment of Zhang Yong as the new CEO, reflecting adjustments in the board's composition and roles to align with the company's strategic development [1][3]. - Zhang Yong had previously stepped down as CEO in March 2022, with a planned retirement timeline of 10-15 years, but his departure occurred earlier than expected amid significant operational adjustments [3][4]. - During Zhang Yong's absence, Yang Lijuan served as CEO for 28 months, successfully turning the company from a loss to profitability, with significant revenue and net profit growth in 2023 [4]. Financial Performance - Under Guo Yiqun's leadership, Haidilao experienced a slowdown in growth, with a reported revenue decline of 3.66% to 20.7 billion yuan and a net profit drop of 13.72% to 1.759 billion yuan for the first half of 2025 [4]. - The number of stores also decreased by 5 to 1,363 compared to the end of 2024, indicating challenges in maintaining operational expansion [4]. Strategic Initiatives - Zhang Yong's return is linked to the "Red Pomegranate Plan," aimed at fostering new restaurant brands and driving innovation in the food service sector [5][6]. - As of June 2025, Haidilao operates 14 restaurant brands with a total of 126 locations, including new concepts like "Yanjing Barbecue" and "Miao Shixiong Iron Pot Stew" [6]. - The company is focusing on enhancing its secondary brands as the main brand faces growth limitations [6]. Board Composition - The board has undergone significant changes, with the resignation of several members and the appointment of four new female executive directors aged between 35 and 44, bringing fresh perspectives and experiences from various operational roles [8]. - The new board members are expected to enhance the company's governance and operational efficiency, aligning with the strategic direction for future growth [8].

HAIDILAO-海底捞创始人张勇再任CEO!据称与一项计划有关 - Reportify