卡夫亨氏与传统CPG企业面临的结构性考验

农食网
Mar 05

在宣布不再分拆后,卡夫亨氏Kraft Heinz再次成为行业讨论焦点。过去十年,这家公司一度被视为成本效率与资本纪律的代表,如今则更多被拿来讨论传统包装食品企业所面临的结构性挑战。其处境并非单一品类疲软或消费者口味变化所致,而是反映出一种更广泛的战略张力:在强调效率、规模与利润率扩张的同时,品牌重塑与产品组合升级的步伐相对滞后。2015年,在3G Capital主导下完成合并后,Kraft ...

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