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KKR入主,大窑汽水创始人退出
Guo Ji Jin Rong Bao· 2025-12-23 12:20
吴京代言的"国产汽水黑马"大窑饮品,资本进程迎来关键落子。 近期,企查查信息显示,大窑嘉宾饮品股份有限公司(下称"大窑")完成重要高管人事变动——公司创始人王庆东正式卸任法定代表人、董事长等核心职 务。 权力交接 大窑饮品新任董事长、财务负责人及企业法人由具有国际私募背景的戴诚接任,其被视为国际投资机构KKR派驻大窑的关键人员,曾参与收购雷士照明 中国区业务项目,具备成熟的投后管理与企业整合经验。 | SVIP 实际控制人 | 壬 实际控制人图谱 > | | | © 企查查 | | --- | --- | --- | --- | --- | | 序号 | | 实际控制人 | 总持股比例 | 表决权比例 | | | 王庆东 壬 33 | | 68.1589% @ | 86.2193% @ | 为何卖身? KKR自2007年开始深度布局中国消费领域投资,覆盖企业包括蒙牛、认养一头牛、乖宝宠物(301498)及moody美瞳等,业内人士认为,KKR丰富的管理 运营经验,有助于大窑打破当下的发展瓶颈。 大窑的核心竞争力在于对餐饮渠道的布局,据管理层透露,公司85%以上销售额来自于此。相较于常规零售渠道,餐饮渠道的饮品 ...
可口可乐换帅
Bei Jing Shang Bao· 2025-12-11 12:56
Core Viewpoint - Coca-Cola has announced the appointment of Henrique Braun as the new CEO, effective March 31, 2026, succeeding James Quincey, who will transition to the role of Executive Chairman after a nine-year tenure as CEO. The company faces challenges such as intensified industry competition and declining sales in the Asia-Pacific market [1][3]. Leadership Transition - The board of directors has elected Henrique Braun as the new CEO, with his term starting on March 31, 2026. James Quincey will become the Executive Chairman after serving as CEO for nine years [3]. - Braun has been with Coca-Cola since 1996, holding various positions across North America, Europe, Latin America, and Asia. He has been the Chief Operating Officer since January 1, 2023, overseeing all global operations [3]. - During his tenure, Quincey optimized the brand and product portfolio, eliminating over 200 underperforming sub-brands and introducing more than 10 billion-dollar brands, bringing the total to 30 [4]. Market Challenges - China is Coca-Cola's third-largest market globally, following the U.S. and Mexico. In Q3, Coca-Cola reported a 1% increase in global case volume and a 5% revenue growth to $12.455 billion, with a net profit of $3.683 billion, up 29% [5]. - However, the Asia-Pacific market saw a decline in sales due to weakened consumer spending and poor industry performance. For instance, the number of COSTA stores in China has significantly decreased, with only 334 stores remaining as of December 11, 2023, and new store openings dropping from 92 in 2023 to just 11 planned for 2025 [5][6]. - The competitive landscape is intensifying, with local beverage brands gaining market share and competition in ready-to-drink tea and coffee segments becoming fierce [5][6]. Strategic Initiatives - In response to market pressures, Coca-Cola has increased investments and launched new products in China. Collaborations with bottlers have led to the establishment of new production facilities, and the company has introduced health-oriented products like prebiotic sparkling water [6]. - Despite these efforts, the decline in sales in the Asia-Pacific region indicates that existing product innovations and marketing strategies have not yet fully stimulated growth, with price adjustments becoming a more significant factor [7]. - Braun's experience in the Greater China region is expected to help him understand market complexities and consumer needs, potentially accelerating localized product innovation and digital operations to address the sales decline [7].