Summary of Guizhou Moutai Conference Call Company Overview - The company discussed is Guizhou Moutai, a leading producer of Chinese liquor, particularly known for its Moutai brand. Key Points and Arguments - There was a rumor circulating that Guizhou Moutai's direct sales stores launched a sales policy for 100ml Moutai liquor, allowing customers to purchase one case (40 bottles) of 100ml Moutai with the purchase of one bottle of flying Moutai for 1499 yuan. This was clarified as a misunderstanding and attributed to individual distributor actions, not related to the direct sales system [1]. - The sales target for 100ml Moutai has been set for the year; however, due to weak demand, the completion rate of these targets has been low. It is estimated that the inventory of 100ml Moutai at distributors is around 1.5 months [1]. - To manage inventory, distributors are primarily using price reductions to sell off stock, which has led to a price inversion for 100ml Moutai, with the current batch price around 350 yuan [1]. - Some individual distributors, due to objective reasons, are not reducing prices but are instead bundling 100ml Moutai with other well-known products like Pu Fei and Zodiac editions to boost sales of 100ml Moutai [1]. Additional Important Information - The discussion highlighted the challenges faced by the company in terms of demand and inventory management, indicating potential risks in sales performance for the current year [1].
未知机构:贵州茅台今天市场上流传茅台酒直营店推出针对100ml飞天茅台酒的销售政策购-20241121
2024-11-21 02:15