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Carrefour, the Supermarket Giant, and the Truth Behind Its Management 'Fall'
Carrefour's first store in China, Beijing Chuangyijia, closed recently after its 28-year lease expired. The company is retreating from the Chinese market, having closed 54 stores in the first three quarters of 2022, roughly one every five days. Once a dominant player and a 'Whampoa Military Academy' for retail, Carrefour's decline is attributed to management reforms that centralized power, eroded local initiative, and led to a focus on short-term gains over long-term sustainability.
商隐社Can 'Jisu Da' Rescue Douyin E-commerce Trapped in Logistics?
Douyin E-commerce is testing a new delivery service called 'Jisu Da' (Extreme Speed Delivery) to achieve same-day delivery within the same city and next-day delivery in neighboring cities, partnering with major couriers like SF Express, JD, and ZTO. This move underscores Douyin's intensified efforts in logistics, as it faces challenges in both traditional express delivery and instant delivery, competing with platforms like Meituan.
商隐社Sugar and Sugar-Free: An Endless War
From its discovery to its abuse and subsequent boycott, sugar has gripped the entire food industry. Its evolution is a game among sugar itself, capital, and humanity.
商隐社The Chinese Beer War
As early spring warms up, beer begins to heat up with the gradually warmer weather. Recently, thousand-yuan beers have been pushed to the forefront multiple times. Starting from last year when China Resources Snow launched the ultra-high-end series beer 'Li' priced at 999 yuan, the concept of high-end beer has been implanted in consumers' minds. Subsequently, Budweiser and Tsingtao Beer also launched ultra-high-end products that broke through the price ceiling, which is no longer surprising. In China, although beer is undergoing an upgrade from 3-4 yuan per bottle to 10-15 yuan per bottle, the emergence of products priced over a thousand yuan has refreshed consumers' understanding of beer.
商隐社The Truth About Chinese Yogurt
Following the publication of Shangyin Society's article "The Chinese Yogurt War," extensive reader discussions revealed that the yogurt industry holds many hidden truths unknown to ordinary consumers. Through interviews with over a dozen industry insiders, this article explores why milk sources are a critical bottleneck for dairy companies, why bacterial strains are considered the "chip" of the yogurt industry, and how foreign capital has quietly penetrated China's dairy supply chain.
商隐社China's Children's Snack War Has Erupted!
Capital is pouring into China's children's snack market, with new brands like Duomaomao and Shugele securing significant funding. The market is growing rapidly, but brands face challenges in supply chain management and innovation, while opportunities remain for differentiation.
商隐社China's Yogurt War
In recent years, China's yogurt market has been witnessing a battle for the high-end segment. Consumers see not only traditional brands like Mengniu, Yili, Sanyuan, and Guangming but also new forces such as Jane, Le Pur, Classy Kiss, Beihai Pasture, and Oatly, all emphasizing simpler ingredients yet commanding higher prices. This article explores whether high-end low-temperature yogurt is a 'tax on intelligence,' the challenges of cold-chain logistics, and the future of small, beautiful brands in this niche market.
商隐社Has Wahaha's Third Venture Failed?
Recently, Wahaha milk tea franchisees have been protesting online and offline, accusing the brand of false investment promotion, irregular franchising, and failure to fulfill promises, leading to widespread store closures and losses. This has cast doubt on the success of Wahaha's third venture into the milk tea market.
商隐社Wahaha Lost a Decade
According to the '2021 China Top 500 Private Enterprises List' released by the All-China Federation of Industry and Commerce, Wahaha's revenue in 2020 was 43.98 billion yuan, a 5.29% decline from 46.4 billion in 2019, marking its lowest in a decade and comparable to its 2009 level. Traditional beverage brands like Wahaha are facing challenges from new consumption trends, with innovation fatigue, brand aging, channel transformation issues, and a lack of 'clock-builders' contributing to their decline.
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