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娃哈哈改名,宗馥莉太想进步了
商业洞察· 2025-10-04 09:25
新消费 · 新科技 · 新生活 以下文章来源于略大参考 ,作者付饶 略大参考 . 作者: 付饶 来源:略大参考 8月底,宗馥莉接受了财经独家专访,坦言2025年娃哈哈业绩承压,上半年销量增速回落。 ---------------------------------- 多项关键的数据也出现了下滑。尼尔森数据显示,AD钙奶在华东地区销售额下降37%,纯净水市 占率从18%跌至12%。 这是一份惨淡的数据。对于任何一家饮料公司来说,二季度作为主要的销售旺季,通常都该是全年 表现最好的一个季度,业绩下滑本身就是消极信号。 尤其对于娃哈哈来说,AD钙奶和纯净水是娃哈哈的两大重要收入构成,华东地区是全国最大的饮料 消费市场 (占全国总销售额的24.8%) ,也是娃哈哈起家、渠道铺设率最高的地区。 表面上,关键业务和关键销售市场的失利,娃哈哈看似突然卖不动了。 实际上,娃哈哈已经原地踏步很久了。 01 原地踏步 在软饮料市场,中国没有任何一家饮料公司会否认自己对可口可乐的执念。 但曾经打服可口可乐的,只有娃哈哈。 1998年,7家本土可乐挑战外来【两乐】,均受到惨遭失败后,宗庆后推出了一款中国人自己的可 乐——非常可乐,销 ...
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].
娃哈哈改名,宗馥莉太想进步了
Xin Lang Cai Jing· 2025-09-23 06:20
文 | 略大参考 付饶 8月底,宗馥莉接受了财经独家专访,坦言2025年娃哈哈业绩承压,上半年销量增速回落。 多项关键的数据也出现了下滑。尼尔森数据显示,AD钙奶在华东地区销售额下降37%,纯净水市占率从18%跌至12%。 这是一份惨淡的数据。对于任何一家饮料公司来说,二季度作为主要的销售旺季,通常都该是全年表现最好的一个季 度,业绩下滑本身就是消极信号。 尤其对于娃哈哈来说,AD钙奶和纯净水是娃哈哈的两大重要收入构成,华东地区是全国最大的饮料消费市场(占全国 总销售额的24.8%),也是娃哈哈起家、渠道铺设率最高的地区。 表面上,关键业务和关键销售市场的失利,娃哈哈看似突然卖不动了。 实际上,娃哈哈已经原地踏步很久了。 01 原地踏步 在软饮料市场,中国没有任何一家饮料公司会否认自己对可口可乐的执念。 但曾经打服可口可乐的,只有娃哈哈。 1998年,7家本土可乐挑战外来【两乐】,均受到惨遭失败后,宗庆后推出了一款中国人自己的可乐——非常可乐,销 量一度接近可口可乐和百事可乐。对此,可口可乐前总裁杜达夫曾给予了高度评价:"将来,可口可乐在中国唯一的对 手可能是来自娃哈哈的挑战。" 好景不长,这句话在不到20年 ...
宗庆后家族,海外资产大曝光
凤凰网财经· 2025-07-17 13:25
Core Viewpoint - The article discusses the significant price drop of a luxury property owned by the Hilton family in Los Angeles, which sold for $25 million after being listed for $55 million two years prior, highlighting a more than 50% decrease in price, indicating a potential investment opportunity in the luxury real estate market [1][2]. Group 1: Family Wealth and Asset Management - The transaction occurred shortly before the passing of Zong Qinghou, a prominent businessman known for his frugal lifestyle, which contrasts with the family's complex wealth management strategies [3]. - Zong Qinghou's family has a vast offshore capital network, with offshore companies playing a crucial role in their asset management [4][6]. - Zong Fuli, Zong Qinghou's daughter, has been involved in multiple offshore companies, indicating a sophisticated approach to wealth preservation and growth [5][6]. Group 2: Offshore Company Structures - The family controls a significant number of domestic enterprises through offshore companies, with BOUNTIFUL GOLD TRADING LIMITED and others being key players in their investment strategy [10][14]. - The offshore companies are primarily registered in tax-friendly jurisdictions like the British Virgin Islands and Seychelles, creating a complex and discreet financial network [7][8]. - The family has established a substantial presence in Hong Kong, further diversifying their asset portfolio [8][9]. Group 3: Real Estate Investments - The family has a history of investing in overseas real estate, including properties in Los Angeles and Hong Kong, which serve as a means of asset diversification [17][18]. - Zong Fuli purchased a property in Hong Kong for approximately $1.11 million, which was later sold for $26 million, showcasing the potential for significant returns in the real estate market [18]. - The family's current property holdings in Hong Kong are valued at around HKD 200 million, indicating a strong investment in high-value real estate [19][21]. Group 4: Family Dynamics and Future Challenges - The family's previously organized asset structure is now facing challenges due to emerging disputes among family members, which could impact their business network [22].