商业变革
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宗馥莉反击,娃哈哈天猫改名!18亿美元冻结后,她用10亿投资回应
Sou Hu Cai Jing· 2025-08-21 22:07
Core Viewpoint - The article discusses the strategic transformation of Wahaha under the leadership of Zong Fuli, highlighting her efforts to distance the brand from previous management and her ambitious plans for future growth amidst significant challenges [1][3][10]. Group 1: Store Name Change and Strategic Shift - Wahaha's Tmall flagship store has been renamed from "Wahaha Flagship Store" to "Tongyuan Kang Food Specialty Store," indicating a significant business separation [1]. - Zong Fuli's decision to abandon the original flagship store, which had over 600,000 followers, reflects her determination to rebuild Wahaha's image from scratch [3]. - The phrase "cooperation relationship terminated" from customer service hints at a deeper underlying conflict with former management [3]. Group 2: Major Investment in Xi'an - Following a court injunction, Hongsheng Beverage Group announced plans to invest 1 billion yuan in a new super factory in Xi'an, marking Zong Fuli's boldest investment move since taking over [7][8]. - The factory will cover an area equivalent to 11 football fields and will include production lines, warehouses, dormitories, and office buildings, showcasing Zong Fuli's ambition to reshape Wahaha [8]. - This investment is seen as a strategic reshuffle, especially after the closure of several factories, indicating a significant shift in Wahaha's operational strategy [8]. Group 3: Performance Challenges - Wahaha faces significant challenges, with Nielsen data showing a 37% drop in AD calcium milk sales in East China and a decline in market share for purified water from 18% to 12% [8]. - Zong Fuli's introduction of a new product, "Wow Little Zong," has received lukewarm market responses, while competitors like Nongfu Spring dominate the sugar-free tea market with a 70% share [8]. - Internal instability is also a concern, with reports of employees expressing dissatisfaction directly to Zong Fuli, indicating the difficulties of managing change within the company [8]. Group 4: Ongoing Transformation Efforts - Zong Fuli's situation is described as more challenging than that faced by her father, Zong Qinghou, during the company's founding, with external legal disputes and internal employee unrest [10]. - Since last year, Zong Fuli has been systematically reducing the influence of former management by closing factories and changing contracts, culminating in the recent store name change [10]. - The company's revenue reached 70 billion yuan last year, a record high, but consumer interest appears to be waning, suggesting a need for strategic reevaluation [10].