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宗馥莉:华妃以上,甄嬛未满
商业洞察· 2025-10-12 09:23
以下文章来源于数字力场 ,作者佘宗明 数字力场 . 抵抗熵增,打捞有趣。用长在你痒点上的文字,去写这个时代。 作者: 佘宗明 来源:数字力场 如果能重来,宗馥莉最该读的,也许是康有溥百余年前写的那篇《致易一书》。 ---------------------------------- 康有溥,字广仁,康有为之弟,戊戌六君子之一。 1898 年 6 月,戊戌变法开启, 3 个多月时间 里, 184 项变法诏令密集颁布。 在此期间,康有溥写信给友人何树龄(字易一),忧心地表示:「伯兄(指康有为)规模太广,包 揽太多,同志太孤,当此排者、忌者、挤者、谤者盈衢塞巷 ……安能有成?」 事实正如其所料,当年 9 月,变法失败,康有为外逃。 身为满清海关总税务司的赫德(英国人)彼时就感慨:维新派缺乏经验,「他们把足够九年吃的东 西,不顾它的胃量和消化能力,在三个月内都填塞给它吃了。」 回顾娃哈哈的「宗馥莉时代」,宗馥莉也掀起了声势浩大的所谓改革。 改革意味着要开罪于人。截至目前,宗馥莉直接或变相开罪的对象包括:娃哈哈老员工,经销商, 友商(如农夫山泉),娃哈哈初代代言人王力宏,宗氏宗亲,同父异母的弟妹,国资委,杭州法 院,宗 ...
动荡中的娃哈哈:许思敏接任总经理,董事长空缺,多省市办事处电话无人接听或停机
Xin Lang Cai Jing· 2025-10-12 00:41
专题:宗馥莉辞去娃哈哈集团董事长等职务 许思敏任总经理!"娃小宗"登场、"娃小智"入局 娃哈哈集团在宗馥莉辞职后迅速任命新高管,许思敏成为集团总经理,但董事长职务暂时空缺,这一人 事变动背后反映的是娃哈哈股权结构与品牌使用权的复杂博弈。 亲近娃哈哈的人士告诉记者,10月10日,娃哈哈集团召开董事会,通过了宗馥莉辞职事项,同时任命许 思敏为娃哈哈集团总经理,董事长职务空缺。另一亲近娃哈哈的人士称,目前许多中高层员工并不了解 相关调整。 据悉,这一重大人事变动发生在宗馥莉于9月12日向娃哈哈集团有限公司辞去公司法定代表人、董事及 董事长等相关职务之后。 人事变局 十个月前,宗馥莉刚刚接手娃哈哈集团董事长一职,全面接掌这个由她父亲创立的饮料帝国。 然而,她的任期仅持续约12个月便宣告结束。 这已是宗馥莉第二次提出辞职。2024年7月,她曾因"部分股东对其经营管理的合理性提出疑问"首次请 辞,但经各股东友好协商后,她决定继续履行管理职责。 此次董事会在10月10日召开,除了通过宗馥莉的辞职事项外,任命许思敏为集团总经理,同时决定董事 长职务暂时空缺。 | | 公 L 否 合 | 许思敏 全国企业信用查询系统 | | ...
弃900亿江山,宗馥莉能带娃小宗躲开内外绞杀?
3 6 Ke· 2025-10-11 10:19
10月10日,宗馥莉辞任娃哈哈集团有限公司法人代表、董事及董事长等职务,将独立经营"娃小宗"品牌的消息传出。有人说,这是宗馥莉"娃时 代"的正式揭幕,但也有人不解为何宗馥莉能对900亿江山说弃就弃? 翌日,宗馥莉的叔叔宗泽后成了首个发声的宗家人,他在自己的朋友圈中回应称"宗馥莉辞职是件好事"。随后不久,宗泽后宣布将推出"娃小智"品 牌,并于近期开启招商活动,该品牌配方和娃哈哈一样,但价格更低,未来将是娃小宗的直接对手。 一边是可口可乐、农夫山泉等巨头占据更大份额的垄断格局,一边是新品牌靠差异化快速崛起的残酷现实,如今再加上"同宗同源"的娃小智横空出 世,宗馥莉时代的娃小宗前路困难重重。 娃小宗能成为宗馥莉时代的娃哈哈2.0吗? 一年多前,宗馥莉第一次请辞,彼时,由于公司部分股东对其经营管理娃哈哈集团的合理性提出质疑,所以宗馥莉决定不再参与公司经营管理。但 这场风波后不久,宗馥莉正式出任娃哈哈集团法定代表人、董事长兼总经理,重新成为掌舵人。 不过这一次的情况,截然不同。 娃小宗申请了多个品类的商标 以如今的局势来看,娃小宗很有可能是娃哈哈暂时唯一的替代品,有媒体报道称,娃哈哈内部一名知情人士表示,上海娃哈哈饮用 ...
宗馥莉自立:股权僵局未破,娃哈哈权力游戏争议中转折
Hua Xia Shi Bao· 2025-10-11 09:40
本报(chinatimes.net.cn)记者周梦婷 北京报道 事情的发展总是充满变数,2024年8月29日,宗馥莉正式成为杭州娃哈哈集团有限公司(下称"娃哈哈集 团")负责人、董事长、总经理等,如今却选择离职娃哈哈集团。10月10日,市场传出,宗馥莉已于9月 12日向娃哈哈集团辞去公司法人代表、董事及董事长等相关职务并已通过集团股东会和董事会的相关程 序,当天就此消息,娃哈哈相关工作人员回复《华夏时报》记者表示"属实"。 2024年2月,娃哈哈集团创始人宗庆后离世,之后宗馥莉便不断接手其父亲手里的公司,但中间也是波 折不断,同年7月中旬,宗馥莉选择辞去娃哈哈集团总经理等职务,以一招"以退为进"最终于2024年8月 29日正式成为娃哈哈集团"掌门人"。但与上次不同的是,此次宗馥莉辞职已经通过娃哈哈集团股东会和 董事会的相关程序。在当前饮料市场竞争堪称残酷的情况下,娃哈哈集团"掌门人"更迭又起波澜,也使 其前路愈发显得扑朔迷离。 宗馥莉另起炉灶? 娃哈哈集团再起波澜。10月10日,词条"宗馥莉已经辞职"迅速引爆网络,登上微博热搜第一。宗馥莉离 职之后将走向何方,也是市场关注的重点。有媒体报道称,一名消息人士表示 ...
娃哈哈任命许思敏为总经理,董事长职务空缺
Sou Hu Cai Jing· 2025-10-11 07:51
据《每日经济新闻》消息,10月11日,记者分别从3名接近娃哈哈的知情人士处获悉,10月10日娃哈哈集团召开董事会,除了通过宗馥莉辞职事项外,还 任命许思敏为娃哈哈集团总经理,董事长职务空缺。(此前报道: 宗馥莉从娃哈哈辞职"另起炉灶"经营"娃小宗" 10月10日晚,娃哈哈董事长宗馥莉被传出已于9月12日向娃哈哈集团有限公司辞去公司法定代表人、董事及董事长等相关职务,并已通过相关程序的消 息,再次将娃哈哈这个国民品牌推向舆论焦点。 当时,娃哈哈及关联企业及办事处均对相关信息三缄其口,不愿回应。娃哈哈的官网对外总机竟然已经停机。 自创始人宗庆后离世后,娃哈哈的风波一直不断。据消息人士表示,宗馥莉此次辞职,是因为商标使用"不合规",宗馥莉决定经营自己的品牌"娃小宗"。 股权穿透显示,娃哈哈股权组成较为复杂,其并非传统的民营企业,第一大股东是国企杭州上城区文商旅投资控股集团有限公司,持股46%,实际控制人 宗馥莉持股29.40%,为第二大股东;剩余股份由娃哈哈职工持股会持股。 其实,"娃小宗"品牌在一个月前就出现在大众视野当中。极目新闻稍早前的报道显示,9月中旬,一份文件名为《关于开展2026年度销售经销商沟通工作 ...
娃哈哈改名,宗馥莉太想进步了
36氪· 2025-09-28 13:00
Core Viewpoint - Wahaha is facing significant challenges in maintaining its market position and growth, with declining sales in key products and markets, particularly in the beverage sector, indicating a need for strategic transformation and innovation [4][5][6]. Group 1: Sales Performance and Market Position - Wahaha's sales growth has slowed, with a notable decline in key products like AD calcium milk and bottled water, particularly in the East China region, where sales dropped by 37% and market share fell from 18% to 12% [5][6]. - The company's revenue has remained relatively stagnant over the past eight years, fluctuating around 50 billion, with a brief spike to 70 billion in 2024 attributed to emotional consumer spending following the founder's passing [11][12]. - In comparison to competitors like Nongfu Spring, Wahaha's growth has been lackluster, with Nongfu Spring showing faster revenue growth and innovation in product offerings [15][16]. Group 2: Market Dynamics and Competition - The bottled water market is highly competitive, with Wahaha losing market share to brands like Nongfu Spring and Master Kong, which have adopted aggressive pricing and marketing strategies [17][27]. - The overall bottled water market in China is projected to grow significantly, with a market size expected to exceed 310 billion by 2025, indicating a lucrative opportunity for brands that can effectively capture market share [25][26]. - Wahaha's market share in bottled water remains stagnant at around 9.9%, with major competitors holding a combined market share of over 80% [29]. Group 3: Strategic Initiatives and Future Outlook - Under the leadership of Zong Fuli, Wahaha is focusing on expanding its bottled water and tea product lines, with a goal to revitalize the brand and achieve a revenue target of 100 billion [20][21]. - The introduction of new products, such as sugar-free tea, has not yet gained significant traction in the market, highlighting the challenges Wahaha faces in innovating and adapting to consumer preferences [34][39]. - The launch of the new brand "Wah Xiaozong" aims to streamline decision-making and enhance market responsiveness, potentially positioning Wahaha for a more agile transformation in the beverage industry [41][42].
宗馥莉的第二次“自伤式袭击”
创业邦· 2025-09-26 12:07
Core Viewpoint - The article discusses the ongoing power struggle and brand transition within Wahaha Group, led by Zong Fuli, as she attempts to establish her authority and navigate the complexities of ownership and brand identity following the death of her father, Zong Qinghou [5][27]. Group 1: Background and Initial Actions - Zong Fuli initiated a significant move by resigning from her position, which was perceived as a "self-harming attack" to assert her leadership, ultimately leading to her becoming the chairman of Wahaha and acquiring all shares held by Zong Qinghou [6][11]. - The brand "Wahaha" is currently valued at over 90 billion, making it a crucial asset for the company, and any transition to a new brand like "Wawa Xiaozong" could erase decades of brand equity [12][21]. Group 2: Brand Transition and Challenges - A recent notification indicated that starting from the 2026 sales year, the company would transition to the new brand "Wawa Xiaozong," which has raised concerns among distributors about the brand's market acceptance [8][9]. - Distributors have expressed significant resistance to the new brand, with reports indicating that 99% of Wahaha distributors are unwilling to sell "Wawa Xiaozong" products, highlighting the challenges of brand loyalty and market trust [21][23]. Group 3: Financial Performance and Market Dynamics - In 2024, under Zong Fuli's leadership, Wahaha's revenue surged to 70 billion, a significant increase attributed to emotional consumer spending following Zong Qinghou's passing, but this growth is seen as unsustainable [24][27]. - The company has been cutting ties with underperforming distributors, which has created additional pressure on smaller distributors, leading to concerns about profitability and market stability [24][26]. Group 4: Legal and Ownership Issues - Zong Fuli's control over the Wahaha brand is complicated by ongoing legal disputes regarding employee stock ownership, which could impact her ability to fully leverage the brand [13][30]. - The inheritance dispute involving Zong Fuli and her siblings adds another layer of uncertainty, as the outcome could affect her control over Wahaha and its assets [31][32].
宗馥莉的第二次“自伤式袭击”
3 6 Ke· 2025-09-23 11:52
14岁开始隐忍布局,40岁正式反击,宗馥莉上演了一出现实版的"长公主归来复仇"短剧。 在这部短剧里,汇聚了接班受阻、遗产争夺、股权纠纷等各种要素,按照短剧的节奏,这些极端的冲突 之后,往往承接的都是高频反转的"爽点"剧情。但现实毕竟不是短剧,宗馥莉也不是爽文女主,没有超 能力buff,宗馥莉能做的也只有以身入局,并展开贴身肉搏。 去年7月,宗馥莉就曾发起过一次堪称"自伤式袭击"的战役。 当时的宗馥莉主动提出辞职,原因是其认为娃哈哈集团部分股东对其经营管理的合理性提出质疑,致使 其无法履行相关职责。 当时这事无非两种结果,第一,真辞了,那宗馥莉现在就不是娃哈哈的董事长了,第二,没辞成,其他 股东服气了。最终的结果正是第二种,宗馥莉不仅接任娃哈哈董事长,而且还接手宗庆后所持有的娃哈 哈集团公司全部股份,打了一个漂亮的翻身仗。 宗馥莉辞职一事,虽然也引发不小的风波,但却没有引发合作商们的恐慌。有经销商曾在接受采访时表 示,只要娃哈哈这个牌子还在,业务的稳定性就能得到保障。 但近期,宗馥莉又发起了袭击战,这次是直接拿"娃哈哈"品牌开刀。 在网络上流传的《关于开展2026销售年度经销商沟通工作的通知》中提到,公司决定从 ...
每经热评丨宗馥莉“去娃哈哈” 难以完成的告别
Mei Ri Jing Ji Xin Wen· 2025-09-15 17:52
Core Viewpoint - The internal document leak reveals significant internal conflicts within Wahaha, as the company plans to replace its brand with "Wah Xiaozong" starting from the 2026 sales year, indicating a complete brand overhaul rather than an upgrade [1] Group 1: Brand Transition - The transition from "Wahaha" to "Wah Xiaozong" is not merely a rebranding but a fundamental shift, suggesting that the company is moving away from the legacy of its founder, Zong Qinghou [1] - The ownership structure of Wahaha Group complicates the brand transition, as the trademark belongs to the group and cannot be used without unanimous consent from all shareholders [1][2] Group 2: Historical Issues - The company faces complex historical issues, including disputes over employee stock ownership, litigation regarding stock buyback agreements, and the legality of trademark authorization, alongside ongoing family inheritance disputes [2] - Zong Fuli's attempts to transfer the "Wahaha" trademark to her controlled company were rejected by major shareholders, highlighting her limited control and the high legal risks involved [2] Group 3: Brand Value and Market Challenges - The new brand "Wah Xiaozong" lacks the historical significance and emotional connection that "Wahaha" has built over nearly 40 years, making it unlikely to inherit the brand's estimated value of 90 billion [3] - The current beverage market is highly competitive, with established players like Yuanqi Forest and Nongfu Spring, making it difficult for a new brand without a compelling story or differentiation to succeed [3] Group 4: Leadership and Brand Legacy - Zong Fuli's legitimacy as a successor is questioned; her ability to uphold and expand the Wahaha brand is seen as her primary justification for leadership [4] - Abandoning the "Wahaha" brand for "Wah Xiaozong" could be perceived as a betrayal of consumer trust, undermining her position and the brand's legacy [4][5] Group 5: Future Implications - If the "Wahaha" brand becomes unsustainable, it could lead to a total loss for the company, suggesting that a compromise may be necessary to preserve the brand's value [5]
宗馥莉携「娃小宗」另立门户,娃哈哈遗产争夺迎「决战」时刻?
36氪· 2025-09-15 13:35
Core Viewpoint - The article discusses the ongoing brand transition of Wahaha, initiated by Zong Fuli, amidst a family inheritance dispute, highlighting the complexities of brand ownership and potential legal risks associated with the new brand "Wah Xiaozong" [5][6][11]. Group 1: Brand Transition and Legal Context - Zong Fuli's decision to change the brand to "Wah Xiaozong" is a strategic move to navigate legal risks stemming from unresolved historical issues related to brand ownership [6][11]. - The Wahaha brand is valued at approximately 90 billion yuan, and the company has faced challenges in transferring trademark rights due to ongoing disputes [14][18]. - The ownership structure of Wahaha Group includes a significant stake held by state-owned entities, with Zong Fuli controlling 29.4% and a workers' union holding 24.6% [11][27]. Group 2: Family Disputes and Financial Implications - The inheritance battle involves Zong Fuli and her half-siblings, who are seeking a total of $2.1 billion (approximately 150 billion yuan) in trust rights promised by their father, Zong Qinghou [8][31]. - The ongoing legal disputes have led to operational challenges, including the closure of multiple factories and significant layoffs, affecting employee morale and financial stability [25][29]. - Zong Fuli's strategy to establish "Wah Xiaozong" may require substantial investment and time to build brand recognition, with initial losses expected due to market acceptance uncertainties [21][26]. Group 3: Market Position and Future Outlook - Despite internal conflicts, Wahaha has reported a significant revenue increase, projecting sales of around 70 billion yuan, marking a 40% growth compared to the previous year [36]. - The introduction of "Wah Xiaozong" is seen as a double-edged sword, potentially offering a fresh start while also posing risks of brand dilution and market confusion [13][21]. - The future success of the new brand will depend on effective marketing strategies and the ability to leverage Zong Fuli's personal brand to attract younger consumers [21][26].