胖东来模式

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永辉超市大变革,从冷落CEO开始?
创业邦· 2025-03-19 09:28
Core Viewpoint - The article discusses the significant personnel changes at Yonghui Supermarket, including the departure of former CEO Li Songfeng and the entry of new leadership led by Ye Guofu from Miniso, indicating a major transformation within the company [1][4]. Personnel Changes - Yonghui Supermarket's board of directors was restructured on March 17, with Ye Guofu leading the reform team [1][4]. - Li Songfeng, the former CEO, was not included in the new board or executive team, marking a significant shift in leadership [1][4][9]. - The company is currently in search of a new CEO, leaving the position vacant as it seeks global candidates [4][5]. Shareholder Dynamics - Last year, major supporters of Yonghui, including Milk International and JD.com, lost patience and began to divest, leading to Miniso's acquisition of a significant stake in Yonghui [3][12]. - Miniso's subsidiary, Jun Cai International, acquired approximately 29.40% of Yonghui's shares for nearly 6.3 billion yuan, becoming the largest shareholder without seeking control [3][12]. Financial Performance - Yonghui Supermarket has faced substantial financial challenges, with cumulative losses exceeding 8 billion yuan from 2021 to 2023, and an expected loss of 1.4 billion yuan in 2024 [9][12]. - Despite these losses, the stock price has shown resilience, with a notable increase of nearly 130% from the acquisition price by Miniso [12]. Future Outlook - Ye Guofu expresses confidence in Yonghui's future, citing the success of Miniso and the potential for transformation within the retail sector [11]. - Plans for 2025 include the renovation of around 200 stores and the closure of 250-350 stores, with a goal to complete renovations of all existing stores by 2026 [12].
正认真学习胖东来,永辉超市突然变天!名创优品老板成为“小组长”
Mei Ri Jing Ji Xin Wen· 2025-03-17 22:46
值得注意的是,董事张轩宁在3月17日召开的董事会上对成立改革领导小组的议案投了反对票,理由是:当前高级管理议案中,未涉及CEO安排,这令人 深感忧虑。在董事兼CEO李松峰任职期间,他展现出了非凡的领导才能与卓越的战略眼光。他带领团队深入学习胖东来模式,并成功在全国推广永辉品质 零售店。当下,公司已成功走出转型期,正处于产出最大化的关键阶段,同时也是数字化转型战略落地的收获期。在这一重要历史节点,战略规划的稳步 推进对公司未来发展起着决定性作用。 3月17日晚间,永辉超市公告称,为加快公司改革转型步伐,公司拟正式成立改革领导小组,统领公司改革转型工作;改革领导小组组长为叶国富;成员 为王守诚、罗雯霞、林红东、曾凤荣、吴凯之、甘旺亨、张卫东、朱静、刘少强。 此外,永辉超市还公告称,2025年第一次临时股东大会中,关于换届选举第六届董事会非独立董事的议案,李松峰得票未达到出席会议有效表决权的比 例,未能当选。其他候选人均获通过。 从身份上看,叶国富为名创优品创始人兼CEO,张靖京为名创优品首席财务官。而王永平则是名创优品独立非执行董事、全联房地产商会商业地产工作 委员会会长,其也曾在南极电商等多家公司担任独立董事。 ...
中国零售近七年最大投资案:缺钱的永辉、很勇的名创和 “救星” 胖东来
晚点LatePost· 2024-09-28 12:08
传统商超在中国独特的电商、同城配送环境下,还有生存空间吗? 文丨 陈晶 编辑丨 管艺雯 六七年前,阿里、腾讯、京东先后砸下成千上百亿元冲进零售业。当时的平台巨头都相信 "线下有很多宝 藏",传统行业也相信互联网行业有神奇的数字化能力,会给沉疴已久的商超业带来新的可能性,盒马被 奉为圭臬。 幻觉过去,盒马几次下调自己的估值,暂缓上市,过起了精打细算的日子, 并在最近几个月盈利 ;高鑫 零售始终找不到合适的买家,刚刚在 9 月 27 日起短暂停牌,将迎来新的投资方。 整个行业不再提 "新零售",认真学起沃尔玛的山姆。零售业的比拼从流量回归产品和细节,而阿里和腾讯 都把资源集中在自己的核心业务,不再有多余的耐心留给零售业。 这也更显得名创优品投资永辉不同寻常 。 这个开加盟店卖日用百货、IP 周边的公司以 62.7 亿元人民币 现金买下永辉 29.4% 的股票,成为第一大股东。 上一次有公司如此大手笔投资,金额超过名创的,还是 七年前阿里 224 亿港币投资高鑫零售。 本轮交易中亏损最多的是原第三大股东京东。从 2015 年开始,京东先后向永辉共投资 64.3 亿元,持股 13.39%,按照 9 月 24 日收盘股 ...