以下文章来源于数字力场 ，作者佘宗明 数字力场 . 抵抗熵增，打捞有趣。用长在你痒点上的文字，去写这个时代。 作者： 佘宗明 来源：数字力场 如果能重来，宗馥莉最该读的，也许是康有溥百余年前写的那篇《致易一书》。 ---------------------------------- 康有溥，字广仁，康有为之弟，戊戌六君子之一。 1898 年 6 月，戊戌变法开启， 3 个多月时间 里， 184 项变法诏令密集颁布。 在此期间，康有溥写信给友人何树龄（字易一），忧心地表示：「伯兄（指康有为）规模太广，包 揽太多，同志太孤，当此排者、忌者、挤者、谤者盈衢塞巷 ……安能有成？」 事实正如其所料，当年 9 月，变法失败，康有为外逃。 身为满清海关总税务司的赫德（英国人）彼时就感慨：维新派缺乏经验，「他们把足够九年吃的东 西，不顾它的胃量和消化能力，在三个月内都填塞给它吃了。」 回顾娃哈哈的「宗馥莉时代」，宗馥莉也掀起了声势浩大的所谓改革。 改革意味着要开罪于人。截至目前，宗馥莉直接或变相开罪的对象包括：娃哈哈老员工，经销商， 友商（如农夫山泉），娃哈哈初代代言人王力宏，宗氏宗亲，同父异母的弟妹，国资委，杭州法 院，宗 ...

近日，娃哈哈内部风云变幻，自2026销售年度起将启用新品牌"娃小宗"，而宗馥莉也于日前辞去娃哈哈集团相关职务。 这场变革背后，是商标合规、改革阻力、家族内斗等多重因素交织的复杂局面。 然而，"娃小宗"作为一个新品牌也会面临诸多挑战，比如渠道商如何增加毛利润。 品牌转型并非易事，需在法律合规、市场接受、情感认同等多重维度找到最优解。宗馥莉要平衡娃哈哈传统基因与当代 消费者需求，她的探索关乎"娃小宗"品牌的未来。"娃小宗"能否撑起一片天，仍有待时间检验。 （图片来源于网络） 据媒体披露，宗馥莉辞职，与商标使用"不合规"密切相关。娃哈哈股权结构呈三方制衡格局，国资、宗馥莉个人、职工 持股会分别持股。在此架构下，"娃哈哈"商标使用需全体股东一致同意。宗馥莉将娃哈哈资源转移至宏胜集团销售产品 却未支付商标使用费，触及国资权益，387件核心商标转移申请遭紧急叫停，这成为她辞职的导火索。 除了内部改革阻力，宗馥莉还深陷家族内部矛盾。今年二、三季度，宗庆后与杜建英所生的三名子女和宗馥莉，就21亿 美元离岸信托归属爆发矛盾。香港高等法院裁定冻结该资产，驳回宗馥莉方上诉，维持冻结令。此外，"非婚生"成员还 要求分割娃哈哈集团29 ...

娃哈哈的权力斗争连续剧，迎来了最重磅的一集更新： 不同于去年7月那场"以退为进"的辞呈，在执掌娃哈哈最高权柄一年多的时间里，尽管来自家族内部的反对声音从未停息，但得益于一系列削藩、集权、 改革措施，宗馥莉对于娃哈哈实际掌控能力，反而与日俱增。 也正因如此，此次辞职并没有被外界视为一种权术层面的斡旋，反而更像是新风雨来临前的"全身而退"。 有消息称表示，宗馥莉此次辞职，是因为决定全力经营自己的品牌"娃小宗"。 早在此前，宗馥莉就已陆续将娃哈哈旗下的部分员工、生产、销售渠道等资源转移至其完全掌控的宏胜集团。 除此以外，从今年2月开始，宏胜集团先后完成了"娃小宗"相关商标的密集注册、新品曝光、产线新建工作。 从父亲离世、继承更替再到家族纷争、商业布局，一路走来，宗馥莉的落子似乎从未停止，而伴随着辞呈的通过，这部昔日饮料帝国的剧集悬念，也被推 向了最高潮—— 宗馥莉的另起炉灶能否顺利？"失宗"之后的娃哈哈又将何去何从？ 1、娃哈哈还会姓"宗"吗？ 这之中，相比于仍在走注册流程，尚未完全落地的"娃小宗"，受此次辞呈事件影响最大的，无疑是经营刚有起色的娃哈哈。 2025年10月10日晚，据相关媒体报道，宗馥莉在"十一"假 ...

在此期间，宗馥莉针对娃哈哈的改革也引发了诸多争议，比如替换宗庆后时代的中高层，换上自己控股的宏胜集团员工，并计划将核心部门员工合同转至宏 胜集团，此举引发内部不满，甚至引发员工集体维权。 随着宗馥莉的离开，娃哈哈内部正逐步"去宗馥莉化"。例如，"Hi娃哈哈"系统已恢复集团架构。 不过，宗馥莉名下仍关联超过210家企业，其中约200家为存续或开业状态。她仍是娃哈哈第二大股东，持股比例未变。 此外，随着农夫山泉、华润怡宝等竞争对手的发力，娃哈哈面临的市场竞争或更加严峻。宗馥莉8月份在接受媒体采访时透露，今年上半年娃哈哈销量增速 出现了回落。未来，娃哈哈如何守住AD钙奶、纯净水等传统业务的基本盘，同时应对农夫山泉、华润怡宝等对手的激烈竞争，值得持续关注。 国内知名快消品牌娃哈哈"掌舵人"宗馥莉的动向引发外界广泛关注。10月10日晚，多家媒体报道称，娃哈哈集团董事长宗馥莉已经辞职，并同时辞去法人代 表、董事等职务，相关决议已通过娃哈哈集团股东会与董事会程序。对此，娃哈哈集团已向媒体确认。 宗馥莉2024年9月正式接替已故父亲宗庆后掌舵娃哈哈，在短短约12个月的任期内，推行了一系列激进改革，却最终在商标使用合规、家族内 ...

以下文章来源于商业弧光 ，作者苗正卿 当晚，有消息称宗馥莉辞去了娃哈哈董事长等职位。 虎嗅第一时间向娃哈哈核实，确认消息属实。虎嗅了解到，宗馥莉辞去了包括董事长、公司法人在内的关键职 务， 这一辞职动作发生于9月 ，截至10月10日，该动作已经通过了娃哈哈董事会。 自宗馥莉于2024年8月29日正式出任娃哈哈董事长、公司法人、总经理——自此算起，宗馥莉名义上正式掌舵 娃哈哈的时间为1年14天。而此前虎嗅获悉，自2023年开始其父宗庆后已经让宗馥莉"实际上参与公司重大决 策"，当时宗馥莉以副总经理身份开启了一系列改革。 也就是说，经过一年多"副王"和一年多"实王"两段岁月，不到三年，宗馥莉走完了得到、又交出娃哈哈最高权 柄的权力全周期。 商业弧光 . 听风者，捕光人，最准点的商业节拍 出品｜虎嗅商业消费组 作者｜苗正卿 题图｜视觉中国 "Kelly总（ 宗馥莉 ）对内改革了组织体系，劝退或调整了多位此前身居要职的老人；对外，大幅度改革经销商 体系，削减了一些合作多年却未达标（ 宗馥莉过去一年经销商新标准 ）或连续经营不善的经销商。"10月10日 晚，一位知情人士向虎嗅透露。 "她试图在这段时间，深度改革娃哈哈， ...

Core Viewpoint - Nestlé is undergoing a significant leadership transition, with Paul Bulcke stepping down and Pablo Isla taking over as chairman, while Philipp Navratil has been appointed as the new CEO following the dismissal of Laurent Freixe due to a violation of the company's code of conduct [1][2][5]. Leadership Changes - Paul Bulcke announced his early resignation to facilitate a smooth transition for Pablo Isla and Philipp Navratil to advance Nestlé's strategy [1]. - Dick Boer will become the new lead independent director and vice chairman of the board, while Marie-Gabrielle Ineichen-Fleisch will serve as vice chairman [1]. Strategic Focus - Under Laurent Freixe, Nestlé initiated a major reform focusing on three key areas: operational efficiency aiming for an additional cost savings of at least 2.5 billion Swiss francs by the end of 2027, increasing advertising and marketing investments to 9% of sales by 2025, and enhancing capabilities to become a fully interconnected enterprise [2][3]. Market Adjustments - The restructuring includes a significant change in the geographical market organization, with the Greater China Region being merged back into the Asia, Oceania, and Africa region starting in 2025 [3]. - The new leadership team in China is expected to continue the strategic focus on the market, with a commitment to invest resources for growth [4][5]. Performance Metrics - Nestlé's sales in the Greater China Region fell to 2.47 billion Swiss francs in the first half of the year, a decline of 6.4% compared to the previous year [8]. - Overall, Nestlé's revenue decreased by 1.8% to 44.228 billion Swiss francs, with net profit down 10.3% to 5.065 billion Swiss francs [9]. Future Outlook - The new management's commitment to maintaining the existing strategic direction and performance improvement plans is crucial as the company navigates through this transition [7][10].

Core Viewpoint - Nestlé is undergoing a significant leadership transition, with Paul Bulcke stepping down and Pablo Isla taking over as Chairman, while Philipp Navratil becomes the new CEO following the dismissal of Laurent Freixe due to a violation of the company's code of conduct [1][3][4]. Leadership Changes - Paul Bulcke announced his resignation to facilitate a smooth transition for the new leadership team [1]. - Pablo Isla will officially assume the role of Chairman on October 1, while Philipp Navratil has already taken over as CEO [1][3]. - Dick Boer will be appointed as the Chief Independent Director and Vice Chairman of the Board, with Marie-Gabrielle Ineichen-Fleisch also becoming a Vice Chairman [1]. Strategic Focus - Under Freixe's leadership, Nestlé initiated a major reform plan focusing on three key areas: operational efficiency, product portfolio enhancement, and strengthening foundational capabilities [5]. - The company aims to save at least 2.5 billion Swiss francs by the end of 2027 and increase advertising and marketing investments to 9% of sales by 2025 [5]. Market Adjustments - The restructuring includes a significant change in the organizational structure of the Greater China region, which will be merged back into the Asia, Oceania, and Africa region starting in 2025 [6]. - The new leadership team is expected to maintain the strategic direction set by Freixe, with a focus on supporting growth in the Chinese market [9]. Performance Metrics - Nestlé's sales in the Greater China region fell to 2.47 billion Swiss francs in the first half of the year, down 6.4% from 2.639 billion Swiss francs in the same period last year [11]. - The overall revenue for Nestlé in the first half of the year was 44.228 billion Swiss francs, a decrease of 1.8%, with net profit declining by 10.3% to 5.065 billion Swiss francs [12].

Core Viewpoint - Nestlé is undergoing a significant leadership transition, with Paul Bulcke stepping down and Pablo Isla taking over as Chairman, while Philipp Navratil has been appointed as the new CEO following the dismissal of Laurent Freixe [2][4][5]. Leadership Changes - Paul Bulcke announced his resignation to facilitate a smooth transition for Pablo Isla and Philipp Navratil to advance Nestlé's strategy [2]. - Dick Boer will become the Chief Independent Director and Vice Chairman of the Board, while Marie-Gabrielle Ineichen-Fleisch will serve as Vice Chairman [2]. Reasons for Leadership Transition - Laurent Freixe's dismissal was due to an investigation revealing an undisclosed romantic relationship with a subordinate, violating Nestlé's Code of Business Conduct [4]. Strategic Focus Areas - Under Freixe's leadership, Nestlé initiated a major reform focusing on three key areas: operational efficiency aiming for cost savings of at least 2.5 billion Swiss francs by 2027, increasing advertising and marketing investments to 9% of sales by 2025, and enhancing capabilities to become a fully connected enterprise [5]. Market Adjustments - The restructuring includes a significant focus on the Chinese market, with the Greater China Region being integrated back into the Asia, Oceania, and Africa region starting in 2025 [6][10]. - New leadership appointments in the Greater China Region are being made to support this transition, with Kais Marzouki taking over as CEO [10][12]. Performance Metrics - Nestlé's sales in the Greater China Region decreased to 2.47 billion Swiss francs in the first half of the year, down 6.4% from 2.639 billion Swiss francs in the same period last year [14]. - The overall revenue for Nestlé in the first half of the year was 44.228 billion Swiss francs, a decline of 1.8%, with net profit falling by 10.3% to 5.065 billion Swiss francs [15]. Future Outlook - The effectiveness of the ongoing reforms and the new leadership's ability to maintain strategic direction amidst these changes remains to be seen [9][16].

Core Viewpoint - The company has approved an organizational restructuring aimed at enhancing operational efficiency and promoting high-quality development through a more streamlined and effective organizational framework [1][2]. Group 1: Meeting Details - The temporary meeting of the company's eighth board was held on September 12, 2025, with all nine attending directors present [1]. - The meeting was convened in accordance with the Company Law and the company's articles of association [1]. Group 2: Organizational Changes - The restructuring will result in the establishment of various functional departments, including Market Development Center, Technology Center, Comprehensive Management Department, Development Planning Department, Innovation and Industry Department, and others [2]. - The aim of the restructuring is to deepen corporate reform, optimize resource allocation, and improve the company's management and operational efficiency [1][2].

Core Insights - The company has shown significant improvement in its Q2 performance, attributed to the initial success of prior reforms under the new chairman [1] - The new chairman, Li Ruxiong, was elected in July and has extensive experience in the China Resources system [2] Financial Performance - In the first half of 2025, the company reported revenue of approximately 2.132 billion yuan, a year-on-year decrease of 18.58% [3] - The revenue from the seasoning business was 2.098 billion yuan, reflecting a year-on-year decline of 17.92% [3] - The net profit attributable to shareholders was around 257 million yuan, down 26.56% year-on-year [3] Strategic Actions - The company has implemented a proactive supply strategy, focusing on inventory reduction with leading distributors to strategically reshape the market pricing system and restore distributor confidence [4]