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方便面失宠,罗永浩下场“营救”康师傅?
Xin Lang Cai Jing· 2025-08-22 09:11
Core Viewpoint - The launch of the "TBT" instant noodles by Master Luo and Zhang Chaoyang reflects the anxiety of Kang Shifu as its revenue growth has declined for the first time in five years, indicating a broader trend of decreasing demand for instant noodles in the market [2][16][22]. Sales Performance - The "TBT" instant noodles achieved sales of over 107,000 units and a revenue of approximately 6.4 million yuan shortly after launch, with 71,000 units sold within the first hour [2][8]. - However, post-launch, the sales dropped significantly, with hourly sales falling below 1,000 units after the initial promotional boost [2][8][16]. Financial Performance of Kang Shifu - Kang Shifu's revenue growth has been declining since 2021, with a drop from around 10% to approximately 1% in recent years, and a negative growth of 2.69% reported for the first half of 2025 [16][18][22]. - The revenue from the instant noodle segment decreased by 2.5% to 13.465 billion yuan in the first half of 2025, while the beverage segment also saw a decline of 2.6% [18][19]. Executive Compensation - The salary of Kang Shifu's CEO, Chen Yingrang, was reduced from 13.032 million yuan to 7.036 million yuan, marking a 46% decrease [2][23]. - Despite the overall decline in company performance, the salaries of the two controlling shareholders increased, highlighting a disparity in compensation amidst declining revenues [23][24]. Market Trends - The overall consumption of instant noodles has decreased significantly, with a reported drop of 4 billion packages from 2020 to 2023, and a further decline to 43.8 billion packages in 2024 [23]. - The expansion of the takeout market has negatively impacted instant noodle consumption, with estimates suggesting a 0.0533% decline in consumption for every 1% increase in takeout market share [23].