张勇又回来了

Core Viewpoint - The return of Zhang Yong, the founder and chairman of Haidilao, to the CEO position after nearly four years is a significant move that reflects the company's adaptability and the importance of leadership during challenging times [5][6][20]. Leadership Changes - Haidilao has experienced multiple CEO transitions, with Yang Lijuan taking over in March 2022 during a critical period, leading to significant restructuring and recovery from a historical loss of 4.16 billion yuan [6][14]. - The management styles of the three CEOs—Zhang Yong, Yang Lijuan, and Gou Yiqun—differ significantly, with Yang being decisive and action-oriented, while Gou focuses on logical processes and management [8][14]. - Zhang Yong's leadership is characterized by a strategic vision, while Yang Lijuan is known for her execution and reform capabilities [8][12]. Financial Performance - Following the announcement of Zhang Yong's return, Haidilao's stock price increased by 7.6%, indicating positive market sentiment [8]. - In the first half of 2025, Haidilao reported a revenue of 20.7 billion yuan, a year-on-year decline of 3.7%, and a core operating profit of 2.4 billion yuan, down 14.0% [18]. Future Challenges and Strategies - Haidilao aims to establish a smart operational platform covering various aspects of its business, including customer service and employee management, to enhance efficiency and decision-making [17]. - The company is facing challenges related to its expansion strategy, including how to manage a diverse brand portfolio and ensure effective resource allocation [20]. - The traditional approach of leveraging experienced leaders for new initiatives is emphasized, as Zhang Yong's involvement suggests a need for strong leadership to navigate upcoming challenges [20].