传统快消巨头的转型困局,康师傅的“中年危机”

新浪财经
06 May

2024年,康师傅录得营收806.51亿元,同比微增0.3%。但是净利润增幅却达到了19.8%,交出了一份“增利不增收”的财报。只是,这份看似稳健的成绩单背后,却暗藏危机一是其方便面业务连续两年萎缩。二是虽然其饮品业务已成增长引擎,但依赖茶饮单一品类的结构性失衡问题,却日益凸显。业界的普遍感受是,这个曾经的“方便面大王”,在消费分级、健康化浪潮与新兴速食产品的多重夹击下,正在经历一场“中年危机”。...

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