Not becoming a "passive income business," but becoming a "service provider": Moutai distributors usher in a new era

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Ask AI · How does Moutai’s channel reform achieve the transformation of distributors from sitting merchants to traveling merchants?

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Chairman Chen Hua of Moutai proposes “actively adapting to new changes, transforming sitting merchants into traveling merchants,” which is an accurate judgment of industry trends.

Produced by | Zhongfang Network

Reviewed by | Li Xiaoyan

At the beginning of 2026, Guizhou Moutai has triggered widespread attention within and outside the industry with a series of intensive and firm channel reforms. From the normalized direct supply of Feitian Moutai on the iMoutai platform, to the full implementation of non-standard product consignment sales, and to the optimization and adjustment of contract prices for Feitian Moutai, behind what seems like “bold reforms” is Moutai’s strategic necessity to focus on long-termism, adapt to consumption trends, and deepen market-oriented transformation. This change is not the misinterpretation of “dismantling fiefs” by outsiders, but a reshaping of the ecosystem that benefits multiple parties—brand, channels, and consumers. It is not only a benchmark for channel evolution in the liquor industry but also a crucial step for Moutai to move toward high-quality development.

Over the past twenty years, Moutai distributors have become an important support for brand expansion, leveraging scarce quotas and price difference dividends. From Qi Keliang’s “distributors are gods and benefactors,” to Zhang Deqin’s “distributors are family,” the relationship between manufacturers and distributors has been built on “emotional bonds, interests, and a shared destiny,” creating a stable cooperative ecosystem that has jointly propelled Moutai to become a global leader in spirits.

However, as the industry enters an era of stock competition, the drawbacks of traditional channel models have become increasingly apparent: multi-layer distribution causes frequent price fluctuations, hoarding and speculation are rampant, and consumer experience is fragmented. The粗放模式 of “sitting merchants lying profitably” is no longer suitable for the new market demands of digitalization, refinement, and consumer centrality.

Against this background, Chairman Chen Hua’s proposal to “actively adapt to new changes, transform sitting merchants into traveling merchants” is a precise judgment of industry trends. The core of the reform is to guide distributors from “resource allocators” to “market service providers,” building healthier and more sustainable manufacturer-distributor relationships, rather than simply dividing利益.

The core engine of this round of reform is the comprehensive deployment of the iMoutai digital platform. In the first quarter of 2026, iMoutai achieved leapfrog development: normalized supply of 1499 yuan for 500ml Feitian Moutai, with nearly 4 million consumers successfully purchasing liquor; in three months, 14 million new users joined, with the total user base surpassing 90 million, becoming Moutai’s “super portal” for direct connection to consumers.

The strategic value of iMoutai goes far beyond sales channels. It uses big data, AI algorithms, and blockchain technology to achieve precise insights into consumer demand, market dynamics, and channel efficiency, breaking traditional information barriers. On one hand, it allows ordinary consumers to buy authentic, fair, and convenient liquor, effectively squeezing out scalpers’ arbitrage space and promoting the product’s drinking attribute; on the other hand, it provides data support for channel reform, shifting the manufacturer’s relationship from “experience-driven” to “data-driven,” and upgrading from “利益绑缚” to “value collaboration.”

By leveraging iMoutai, Moutai masters vast amounts of real user data, building a comprehensive digital marketing network that provides a solid foundation for precise product placement, dynamic pricing adjustments, and scientific channel management. It also offers a replicable model for the industry’s digital and intelligent transformation.

In 2026, Moutai broke the single-distributor model and built a diversified channel system of “self-sales + distribution + consignment + entrusted sales,” achieving complementary functions and synergistic effects. For non-standard products such as boutique Moutai, zodiac liquor, and 15-year aged liquor, Moutai canceled the distribution system and innovatively adopted a consignment model: distributors do not need to buy out the inventory rights, only paying a deposit, guiding consumers to place orders on iMoutai, and earning a fixed 5% commission. This model helps distributors unload inventory capital burdens, avoid price inversion risks, and enables manufacturers to precisely control terminal prices and货流, promoting rational pricing of non-standard products.

On March 31, the contract price of Feitian Moutai was increased by 100 yuan, while the self-operated retail price only rose by 40 yuan. Through “asymmetric pricing adjustments,” the channel price gap was moderately compressed, guiding distributors to abandon “lying profit” thinking and shift toward earning reasonable profits through service, operation, and experience. Meanwhile, Moutai clarified that the core value of distributors lies in localized service, customer relationship maintenance, and offline tasting experiences, pointing the way for channel transformation.

Reforms inevitably come with short-term pains. Some small and medium-sized distributors face survival pressures due to narrowed profit margins and insufficient operational capacity, even feeling “worried and considering giving up.” But in the long run, this is an inevitable process of industry淘汰 and提升效率.

Large distributors, with capital and customer advantages, can transform into regional brand experience centers and large customer group purchase service providers, with greater development space; high-quality small and medium distributors can integrate into the new system, becoming iMoutai offline pickup points and tasting event executors, gaining stable income. Distributors with tight cash flow and粗放 operations will be淘汰 by the market, pushing the channel ecosystem from “barbaric growth” to “standardized and efficient.”

For Moutai, the reform effectively increases direct sales proportion, enhances market control, and boosts corporate profits; for consumers, prices become more transparent, purchasing more convenient, and products more authentic; for the industry, it promotes the shift of white liquor channels from “hoarding arbitrage” to “service-driven,” leading the entire industry toward high-quality development.

Moutai repeatedly emphasizes that distributors are an indispensable force for brand development. The reform is not about “abandoning channels,” but “reconstructing symbiosis.” In the future, Moutai and distributors will form a new relationship of “strong platform, weak channel”: Moutai as the core, leading the market with data and strategy; distributors as the末端, fulfilling需求 through service and experience.

This “magical three months” transformation is essentially a carefully considered “channel digitalization surgery,” a key leap for Moutai from traditional marketing to modern marketing, from scale expansion to value deepening. Though there are pains in the short term, in the long run, it will build a more solid, healthier, and more vibrant industry ecosystem.

From an industry perspective, Moutai’s reform aligns with the trend of the times, meets consumer needs, and demonstrates the leading role of a龙头. Driven by the dual forces of digital intelligence and market-oriented reform, Moutai is working with distributors to bid farewell to the粗放红利 era and move toward a new journey of high-quality development, injecting strong momentum into the transformation and upgrading of China’s liquor industry.

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