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康师傅泡面,急需新热水
3 6 Ke· 2025-12-24 00:34
2025年12月18日,康师傅宣布公司迎来关键人事调整:现任首席的执行官陈应让将于12月31日退休,自2026年1月1日起由执行董事魏宏丞接任。 新帅接手的康师傅,已没有早年间巨大的行业优势:康师傅创立后,曾以标准化产品匹配大众化需求,用渠道密度换取了市场份额,以此迅速发展,成为 一大食品巨头。 如今,国内消费市场环境已发生根本性变化:消费者对食品评判的标准变得更加多元,延伸至口感、健康、场景乃至情绪价值,这使得曾依靠大单品通吃 市场的产品策略效力锐减,一个被无限细分的新战场已然出现。 2025年上半年,康师傅营收同比下降2.7%,遭遇近五年来首次负增长。 康师傅试图通过产品创新扳回局面,推出非油炸面、高端联名面、无糖饮品等新品类,并转战文化营销。不过,康师傅的创新要想扭转营收下滑的势头还 需时间,并且,公司庞大的规模与成熟的体系虽是优势,也是自身面对新锐品牌全方位错位竞争时的另一种历史包袱。 在当前社交媒体上,康师傅的品牌形象被"童年记忆"的怀旧情绪定格。这与新一代主力消费群体的需求之间,也出现了微妙断层。 当"渠道+规模"不辛苦也能赚钱的时代成为过去,现在的竞争则来到一种"功能+情绪+价值"的多维度比拼中 ...
800亿康师傅换帅,魏家二代接任CEO
800亿营收的快消巨头,迎来80后CEO。 12月18日晚,康师傅控股公告称,董事会委任魏宏丞为新任CEO,2026年1月1日起生效。 魏宏丞2024年薪酬,总计约937万元,在家族持股平台外,单独持有康师傅500万股及138.5万股购股 权。对应来说,现任CEO陈应让的薪酬,为703.6万。 眼下,魏宏丞需应对收入不振的局面。 公开资料显示,魏宏丞现年43岁,为创始人魏应州的第三子,也是现任董事会主席魏宏名胞弟,从而康 师傅将形成"兄弟共治"的局面。 这位年轻少帅,拥有伦敦帝国学院本科及哈佛商学院MBA学位。据财报显示,其还有日本早稻田大学 的硕士学位。 在康师傅内部,魏宏丞长期主管饮品部门,他于2015年2月成为饮品控股的董事,迄今已超过10年,且 自2019年起担任董事长,即成部门一号位。 饮品是康师傅体量最大的业务,在魏的任内,部门营收由2019年的356亿元,增至2024年的516亿元。 "康师傅饮品战略决策高效落地,营收与利润连年稳健增长。" 魏宏名在公告中赞许其弟,能以消费者需求为导向,激发团队潜能,推动康师傅饮品向高质量、全品类 饮料公司转型。 魏宏丞平时较为低调。官方微信账号"康师傅"显示, ...
从国民记忆到当下餐桌,康师傅做对了什么?
Sou Hu Wang· 2025-12-19 06:10
01. 从"社交梗"到"内容共建" 专业价值如何走出品牌话语体系 今年,国民品牌康师傅的一系列动作,就体现了这一点。在 IP 联名、明星合作、内容创新的层层组合 拳下,爆款频出。郭麒麟的"好面相"、罗永浩 x 特别特鲜泡面……每一个案例都画面感极强,在年轻圈 层里口口相传。 近日,康师傅方便面事业 品牌总监邓勇在知萌咨询《2026 消费趋势大会》(以下简称"大会")上进行了 一次演讲分享。我们结合本次分享内容,以及康师傅全年重点动作,试图回答这个问题: 当消费语境不断变化,康师傅是如何通过人群沟通、内容共建与场景适配,让品牌始终留在年轻人的日 常讨论之中的? 当下年轻人的沟通方式,正在从"被告知"转向"可参与"。 他们更容易接受像朋友聊天一样的表达,而不是被解释、被教育的品牌宣讲。也正是在这样的社交语境 变化下,康师傅开始尝试把专业的品质标准,转译为消费者听得懂、记得住、愿意拿去转述的表达方 式。正如邓勇在大会上所说:"将专业的品质标准,转化为消费者听得懂、记得住、想传播的流行梗。" 以"相声梗"解构品质标准。今年年中,康师傅官宣郭麒麟为品牌代言人,围绕"好面相"搭建了一整套可 被年轻消费者理解和转述的表达体 ...
康师傅换帅!创始人之子接棒CEO,去年薪酬937万元
Zhong Guo Ji Jin Bao· 2025-12-18 16:13
(原标题:康师傅换帅!创始人之子接棒CEO,去年薪酬937万元) 【导读】康师傅将于2026年1月1日更换首席执行官 中国基金报记者 郑俊婷 12月18日,食品饮料巨头康师傅(证券代码:00322.HK)发布一则重磅人事公告,宣布公司现任首席 执行官陈应让决定退休,其服务合约将于2025年12月31日届满后不再续签;自2026年1月1日起,创始人 家族第二代、43岁的魏宏丞将正式接任首席执行官一职。 这一关键任命标志着,在职业经理人掌舵十年后,康师傅的核心经营权将重归魏氏家族手中。 少帅接棒重回家族治理轨道 此番即将走马上任"新帅"魏宏丞,是一位兼具国际视野与一线业务经验的少帅。公开资料显示,魏宏丞 本科毕业于伦敦帝国学院,后获得哈佛商学院工商管理硕士学位。在加入家族企业前,他曾就职于黑石 集团纽约办公室及百事公司总部,拥有顶级投资机构和快消巨头的历练背景。 (图片来源:康师傅官微) 魏宏丞并非突然被推至台前。公告显示,他自2015年2月起进入康师傅体系,担任康师傅饮品控股有限 公司董事,并从2019年起出任该公司董事长。 康师傅称,在魏宏丞领导下,康师傅饮品战略决策高效落地,营收与利润连年稳健增长。他坚持以 ...
康师傅换帅!创始人之子接棒CEO,去年薪酬937万元
中国基金报· 2025-12-18 16:01
Core Viewpoint - The appointment of Wei Hongcheng as the new CEO of Master Kong marks a significant shift back to family governance after a decade of professional management, indicating a potential change in strategic direction for the company [2][6]. Group 1: Leadership Transition - Master Kong announced that current CEO Chen Yingrang will retire on December 31, 2025, and Wei Hongcheng will take over as CEO starting January 1, 2026 [2]. - Wei Hongcheng, aged 43, is the second generation of the Wei family and has a strong background with degrees from Imperial College London and Harvard Business School, along with experience at Blackstone and PepsiCo [8][9]. - Since joining the company in February 2015, Wei has been instrumental in the growth of Master Kong's beverage segment, focusing on consumer needs and sustainable development [9]. Group 2: Business Challenges - Master Kong is currently facing challenges such as declining revenue in its core business segments, with a reported drop of over 1.1 billion yuan in revenue in the first half of the year [13]. - The beverage segment, which accounts for 65.7% of total revenue, saw a 2.6% year-on-year decline, while the instant noodle segment also experienced a 2.5% drop [13]. - The company is adapting to changes in distribution channels, with a significant reduction in the number of distributors and direct retailers, losing over 3,400 distributors and nearly 1,500 direct retailers by mid-2025 [13]. Group 3: Strategic Initiatives - Despite the challenges, Master Kong maintains a leading position in the instant noodle market and is focusing on product innovation and health-oriented upgrades to stimulate growth [13][14]. - New product launches in the beverage sector, such as sugar-free jasmine tea and PH9.0 alkaline water, reflect a commitment to health trends [14]. - The company's ongoing investment in sustainable development has begun to yield results, contributing to cost reduction and brand image enhancement [14]. Group 4: Market Reaction - Following the announcement of the leadership change, Master Kong's stock price rose by 1.63% to HKD 11.84 per share, with a total market capitalization of HKD 66.74 billion [14].
康师傅在上海时装周完成碳中和时装秀
Ren Min Wang· 2025-10-29 01:36
Core Viewpoint - The event marks the first carbon-neutral fashion show at Shanghai Fashion Week, showcasing the integration of sustainability and fashion through the use of food packaging materials to create trendy garments [2][4][7] Group 1: Event Overview - The fashion show titled "Food·Fashion - Plastic Rebirth" is a collaboration between Master Kong and the Donghua University design team, focusing on four key products: Braised Beef Noodles, Fresh Q Noodles, Ice Black Tea, and Jasmine Tea [2][4] - All garments presented were made from recycled packaging materials, demonstrating the concept of "turning waste into fashion" [3][5] Group 2: Design and Themes - The show featured nearly 60 outfits across four series: "Soul of Quality," "Deconstruction Thought," "Energy Supply Station," and "Fresh Breathing," each reflecting Master Kong's brand essence and circular economy principles [4][5] - The designs incorporated innovative techniques such as 3D printing and high-performance recycled fabrics, emphasizing both aesthetics and sustainability [4][5] Group 3: Sustainability Practices - The event achieved carbon neutrality with the support of Carbon Measurement Technology and third-party certification, making it a pioneering example of cross-industry collaboration for sustainability [4][6] - Master Kong's commitment to sustainable development includes initiatives like lightweight packaging, recycling, and the establishment of a circular economy ecosystem [5][6] Group 4: Broader Impact and Future Initiatives - The fashion show serves as a tangible example of how environmental concepts can be transformed into fashionable products, promoting a low-carbon lifestyle among consumers [5][6] - Master Kong's ongoing projects include collaborations aimed at reducing plastic pollution and promoting green agriculture, further enhancing its sustainable living ecosystem [6][7]
必须“打通”中国市场:阿迪达斯CEO三年四次访华丨消费参考
Group 1 - Adidas is placing greater emphasis on the Chinese market, with CEO Bjorn Gulden attending the Shanghai Advisory Council for the second consecutive year and making his fourth visit to China in three years [2][3] - In Q2, Adidas reported a revenue increase of 2.2% year-on-year to €5.952 billion, with a notable 11% growth in the Greater China region [4][5] - The Greater China market accounted for 13.4% of Adidas's total revenue, making it the third-largest market after Europe and North America [5] Group 2 - The operating profit margin in the Chinese market reached 22.7%, surpassing Europe at 21.9% and North America at 12.8%, indicating its strategic significance for Adidas [6][7] - Adidas is empowering its Chinese team, with 95% of products sold in China being "Made in China" and a shift towards original designs [7] - The new headquarters for Adidas in Greater China will be located in Shanghai, accommodating over 1,500 employees, suggesting an increased commitment to the market [7][8]
康师傅践行eESG理念,携碳中和环保大秀登陆上海时装周
Zhong Guo Shi Pin Wang· 2025-10-14 06:04
Core Viewpoint - The event marked a groundbreaking collaboration between food and fashion, showcasing a sustainable fashion show that utilized recycled materials from food packaging, emphasizing the concept of circular economy and ESG principles [1][26][28]. Group 1: Event Overview - The 2026 Spring/Summer Shanghai Fashion Week featured a unique fashion show titled "Food·Clothing - Plastic Rebirth, Infinite Cycle," organized by Master Kong, which became the first carbon-neutral event of the fashion week [1][26]. - The show highlighted four popular products from Master Kong: Braised Beef Noodles, Fresh Q Noodles, Ice Red Tea, and Jasmine Tea, transformed into fashion items by top designers from Donghua University [1][22]. Group 2: Key Participants and Statements - Notable attendees included leaders from various organizations, such as the UN Global Compact and the China Beverage Industry Association, who acknowledged Master Kong's innovative approach to sustainability [5][9]. - Master Kong's CEO emphasized the company's commitment to sustainable development and the importance of lightweight, reusable packaging materials [5][28]. Group 3: Design and Innovation - The fashion show featured designs made entirely from recycled packaging materials, demonstrating the transformation of waste into valuable fashion items [16][19]. - Four themed series were presented, each inspired by Master Kong's core products, showcasing the integration of technology and sustainability in fashion design [17][19]. Group 4: Circular Economy and Sustainability - The event illustrated a complete recycling loop, from waste collection to the creation of new fabrics, highlighting the economic viability of sustainable practices [28][29]. - Master Kong's "eESG" concept integrates economic benefits into ESG practices, promoting a sustainable lifestyle that encompasses food, clothing, and other aspects of daily life [29][31]. Group 5: Broader Impact and Recognition - The fashion show is recognized as part of the UN Global Compact's annual project, showcasing Master Kong as a leader in sustainable practices within the food industry [31]. - The event serves as a tangible example of how sustainability can be integrated into everyday life, making it accessible and appealing to consumers [28][31].
把食品包装变为潮流时装 上海时装周吹起“碳中和风”
Core Viewpoint - The event showcased a groundbreaking collaboration between Master Kong, Donghua University, and fashion brand RICO LEE, transforming food packaging waste into fashion, emphasizing sustainability and circular economy principles [1][2]. Group 1: Event Overview - The fashion show titled "Food·Clothing - Plastic Rebirth" was part of the 2026 Spring/Summer Shanghai Fashion Week, marking Master Kong's first foray into the fashion industry [1][2]. - All garments presented were made from recycled packaging generated during the production and consumption of Master Kong's products, including beverage bottles and instant noodle forks [2]. Group 2: Material Transformation - Beverage bottles (rPET) were transformed into lightweight, breathable functional fabrics, while PP material from instant noodle forks was repurposed into trendy accessories, showcasing the concept of "turning waste into treasure" [2]. - The collection featured four series and nearly 60 unique outfits, highlighting products like braised beef noodles and iced tea, with the entire process involving multiple downstream companies in the supply chain [2]. Group 3: Industry Insights - Industry experts noted that this cross-industry collaboration serves as an excellent platform to demonstrate the value of recycled materials [5]. - Designers emphasized that recycled fabrics now match the feel and appearance of virgin materials, allowing consumers to enjoy quality without compromising on sustainability, thus making eco-friendliness a tangible lifestyle choice [5].
康师傅首次跨界时装领域,打造碳中和“衣食跨界”
Bei Ke Cai Jing· 2025-10-13 09:30
Core Insights - The article highlights the collaboration between the food company Kang Shifu and the fashion industry during the 2026 Spring/Summer Shanghai Fashion Week, showcasing an ESG-themed fashion show that achieved carbon neutrality [1][2] - The fashion show featured nearly sixty exclusive outfits designed around Kang Shifu's core products, emphasizing sustainability through the use of recycled packaging materials [1] Group 1: ESG Initiatives - Kang Shifu's fashion show is a practical demonstration of its commitment to ESG principles, utilizing a closed-loop system for recycling and repurposing packaging into new fabric [1][2] - The company aims to create economic benefits through ESG initiatives, encouraging active participation from employees and partners for sustainable development [2] Group 2: Circular Economy Efforts - Kang Shifu has launched various projects aimed at reducing plastic waste and promoting a circular economy, including initiatives to transform recycled materials into new products [2] - The CEO of Kang Shifu emphasized the importance of lightweight packaging and recycling efforts as part of the company's commitment to a sustainable lifestyle and high-quality development [2]