“董事长跑路”“背刺胖东来”?知名超市回应→
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发表于 2024-9-29 10:06:02
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9月28日晚间,永辉超市官微发布《关于永辉超市股份有限公司股权变更的情况说明》(以下简称“说明”)。
说明主要回应了4点内容:
1.本次交易发生在牛奶公司、宿迁涵邦、京东世贸与骏才国际之间,创始人兼董事长张轩松先生的股权比例未发生任何变化。
2.本次交易完成后,公司第一大股东将变更为广东骏才国际商贸有限公司,合计持有公司股份29.4%。原股东牛奶有限公司和宿迁涵邦投资管理有限公司将不在永辉超市中持股,北京京东世纪贸易有限公司持股比例6.98%变更为2.94%,骏才国际及其实控方名创优品将与永辉超市携手创造品质和幸福商业模式。
3.目前,永辉超市在胖东来帮扶和学习胖东来自主调改双线并行的情况下,对全国首批10个城市的部分门店从商品结构、品质及价格、卖场布局动线、环境、服务及员工待遇等方面正在进行全面调改。
4.接下来,永辉超市还将持续学习胖东来,胖东来也会持续帮扶永辉超市调整、尽力实现健康运行目标。
此前,9月23日,永辉超市、名创优品发布公告,名创优品控制的骏才国际以62.7亿元人民币收购永辉超市29.4%的股权,其中包括牛奶有限公司持有的21.1%,及北京京东世纪贸易有限公司和宿迁涵邦投资管理有限公司合计持有的8.3%的永辉超市股份。
在公告发布后,永辉超市股价连续4个交易日涨停。名创优品股价则在公布当日大幅下跌。
名创优品董事长叶国富在电话会中谈及收购原因表示,中国线下超市面临二十年一遇的结构性机会,名创、山姆、Costco是特色零售,看了河南胖东来帮永辉调改的第一家店之后印象深刻,改店后销售火爆,他认为胖东来是中国超市零售的唯一出路,永辉超市对产品非常重视,同样重视的还有顾客体验以及员工。胖东来坪效和人效也是中国最高的零售企业。
叶国富还认为胖东来更适合中国的家庭销售模式。“基于此我们想重塑中国线下超市的格局,3家调改门店取得的业绩大幅改善,让我们觉得能复制到全国其他地方。”他说,“永辉超市调改成功后,能成为吸引客流的超市,对于名创优品渠道升级也很有帮助,能帮助名创优品拿到更好的点位,使我们布局更加完善,分散周期性业务风险。同时我们也会协助永辉超市开发更多的自有品牌,当下永辉超市业务处于拐点,只要坚持学习胖东来模式,成功希望较大。收购后不会影响名创优品未来5年的计划,坚持已定的战略目标。”
而在名创优品收购永辉超市部分股权消息发布后,胖东来董事长于东来在公开场合谈及“胖东来不再调改”的内容一度引发热议。在一则网传视频中,于东来表示:“最低10月底,要快的话到9月底,我们就收兵,不再调改企业,一个也不帮了。”对此,于东来9月26日凌晨回应:“关于帮扶企业行动、帮扶联商学员和永辉步步高还将持续两年左右时间,这些企业基本都能自己进行调整!为了胖东来员工正常的工作和生活,胖东来只是不再派团队到新的企业进行帮扶!”
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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