怎么看五粮液董事长被抓

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很多兄弟问怎么看五粮液的董事长被抓

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实际上五粮液啊

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茅台啊

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包括这些老窖啊

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一线品牌的白酒啊

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董事长换一换没什么坏处

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那首先呢这些公司从高点啊

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已经打了个两三折了

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你五粮液最高的时候对300多

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现在呢100左右

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所以实际上已经跌了个70%了

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再跌呢也不会跌哪里去了

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那第二个呢

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就像五粮液的账上趴着1300多个亿

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现金流还是很充沛的

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那第三个呢从那股息率来讲的话

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现在已经五个多点了

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在这个消费品里面

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五个多点属于非常高的利率了

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那很多兄弟说五粮液会不会继续暴跌呢

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我觉得继续暴跌的概率不高啊

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因为24年二五年这几年一直在走下坡路嘛

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实际上它任何的行业总量啊

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虽然在下滑

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但是头部的占有率呢肯定一直在提升嘛

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那董事长这抓呢反而会促进一些改革措施啊

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比如说他可以去啊

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重新把调渠道调整一下啊

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比如以前的关系户啊

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调整调整啊

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提拔一些更能干的啊

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更更更年轻的

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然后把以前的利益啊重新再调整一遍是吧

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第二个呢就是那国企呢本身薪酬啊就有问题

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你看我看了五代董事长年薪才68万

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那如果说啊接下来改一改哈

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高薪养廉啊

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提拔更有能力的啊

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像民企的这种薪酬激励靠齐

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那说不定企业呢更有活力了

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最关键这白酒这个行业呢

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我觉得头部的白酒啊现金流没有问题

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对总量虽然下滑

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但是呢毛五轮的这种占有率呢

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还可以进一步提升啊

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实际上降降价呢也可以提高占有率

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你看现在茅台现在总体来讲就是一直在啊

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很很坚挺嘛

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销量还是供不应求啊

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561老窖呢这几年呢受制于茅台降价啊

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如果茅台价降下来一涨价

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实际上五粮液和老窖的这种价位段

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还是很有竞争力的啊

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实际上白酒我觉得头部的白酒啊问题不大的

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最难受的是三四线品牌

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所以我觉得茅台董事长被抓呀

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包括管理层调整啊

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只有坏处

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只有好处

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没有坏处

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你看看茅台过去的5年抓起来五六个啊

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那实际上抓完之后还是茅台

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还是那个茅台啊

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没什么坏处

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反而呢变革加快了啊

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又砍掉了一些关一户专卖店啊

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啊做完茅台做直营啊啊

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再比如说啊

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渠道变革越来越彻底啊

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啊他更可以放开手脚了

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所以我觉得五粮液这一次这个人员调整呢

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说不定对伍兰又是个好事

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我觉得应该影响不大

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那应该市场呢反而会啊反而会非常哈哈哈

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非常庆幸

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因为如果再拖下去的话

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可能五粮液真的会轮流二流二流品牌了

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