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Aggressively Expanding into Coffee and Yogurt, Can Nongfu Spring Master All Categories?
Over the past year, Nongfu Spring, the water giant, has aggressively expanded into new categories. After launching a fresh-ground coffee machine with Wumart during the Spring Festival, it introduced its ready-to-drink carbonated coffee "Tanbing" in May, followed by three new Tanbing ready-to-drink coffees in October. Its latest move is a drip coffee launched during the Women's Day promotion, continuing the Tanbing series. The company also entered the plant-based yogurt market last year. While these moves reflect its R&D capabilities and all-category strategy, the risks of such expansion remain to be seen.
小军Alibaba's Own Snack Brand: The Real Losers May Not Be Three Squirrels, Bestore, or Be & Cheery
Alibaba has quietly launched its own private-label snack brand, Bonbater (棒倍特), on Tmall Supermarket, signaling a potential shift in the online snack market. While the brand's current sales are modest, its access to platform traffic and brand endorsement could disrupt established players, though Alibaba's strategic intent likely extends beyond revenue to building a flexible supply chain and ecosystem moat.
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