Workflow
多品牌探索
icon
Search documents
4年三换帅!创始人张勇重掌海底捞 创新业务能否“捞”出新天地?
Mei Ri Jing Ji Xin Wen· 2026-01-15 13:40
每经记者|可 杨 每经编辑|魏文艺 近日,海底捞(HK06862,股价15.640港元,市值871.770亿港元)再度迎来关键管理层调整。 1月13日晚间,海底捞发布公告称,因配合公司战略发展及董事会角色安排调整,苟轶群辞任执行董事及首席执行官职务,董事会主席 及执行董事张勇获委任为首席执行官(CEO)。 这意味着,张勇将兼任董事会主席和CEO,形成创始人重新回到一线经营核心的治理结构。 每经媒资库 《每日经济新闻》记者注意到,这是海底捞近4年来第三次更换CEO。自2022年张勇首次交棒以来,海底捞先后经历"啄木鸟计划""硬 骨头计划"以及多轮组织与门店体系调整。2024年,苟轶群接任CEO,海底捞进一步将数字化运营、多品牌探索和创新业务推向台前。 除首席执行官变动外,海底捞本次董事会调整的另一核心内容,是新一轮执行董事的集中委任。公告称,为支持公司持续创新及长期 发展,积极磨砺并培养年轻一代管理团队,李娜娜、朱银花、焦德凤和朱轩宜4人获委任为公司执行董事,自2026年1月13日起生效。 从履历看,4位新任执行董事主要来自一线运营与核心职能岗位。 值得注意的是,这一系列调整发生在海底捞传统火锅主业承压、多项创 ...
创始人回归!张勇重任海底捞CEO,公司股价大涨
Mei Ri Jing Ji Xin Wen· 2026-01-14 10:28
Core Viewpoint - Haidilao has undergone a significant management restructuring, with Zhang Yong returning as CEO, indicating a shift towards a governance structure centered around the founder amidst challenges in its traditional hotpot business and a push for innovation and digital transformation [1][2][6]. Management Changes - On January 13, Haidilao announced that Gou Yiqun resigned as Executive Director and CEO, while Zhang Yong was appointed as CEO, consolidating the roles of Chairman and CEO [1][6]. - This marks the third CEO change in four years, reflecting ongoing adjustments in response to business pressures and strategic shifts [2][12]. - Other board changes include the resignation of Song Qing and Gao Jie, with Gou Yiqun focusing on digital transformation and operational efficiency post-resignation [8][12]. Financial Performance - For the first half of 2025, Haidilao reported a revenue of RMB 20.703 billion, a decrease of 3.7% year-on-year, and a net profit of RMB 1.755 billion, down 13.7% [14][15]. - The average table turnover rate fell to 3.8 times per day, down from 4.2 times, attributed to increased competition and changing consumer behavior [14][15]. Business Strategy and Innovation - Haidilao is accelerating its exploration of new growth avenues, including takeout, multi-brand strategies, and franchising, with takeout revenue growing nearly 60% to RMB 0.928 billion [15][17]. - The "Pomegranate Plan" has incubated 14 restaurant brands, with 126 stores operational, showcasing a significant increase in revenue from these new ventures [15][17]. - The company aims to enhance operational efficiency and decision-making through digitalization and innovation initiatives [12][13].