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Articles by 唐伯虎

Browse 4 New Distribution articles by 唐伯虎.

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Capital, Earnings & M&A

A Bottle of Baijiu at 1388 Yuan: Is Wahaha Really Selling Liquor or Just Testing the Waters?

Wahaha enters the baijiu industry, but what are its chances of success? In recent years, the 'sauce-flavor baijiu craze' has swept the entire industry, attracting capital from various sectors. Following Lenovo's acquisitions of liquor companies like Hunan Wuling and Shandong Kongfujia, beverage giant Wahaha has also entered the fray with its own product, 'Zong Shuai Jia Jiu'. A 500ml bottle of sauce-flavor baijiu retails at 1388 yuan, even higher than Moutai 1935, and features the Wahaha logo on the bottle.

唐伯虎
E-commerce & Instant Retail

Meituan Flash Shopping: A Real Opportunity or a False Need?

Instant retail should not follow the path of community group buying. In 2021, Meituan had 5.27 million riders, which underpins its ambition for 'everything to home'. If Meituan can leverage these riders to solve the 'last mile' problem for e-commerce, it might mimic Pinduoduo and carve out a niche in the established e-commerce market. However, this is challenging, such as attracting users to shop on Meituan and coordinating long-distance transport with riders. Since e-commerce is a long-term endeavor, why not first find business in the 'last mile'?

唐伯虎
E-commerce & Instant Retail

Community Group Buying Nearly Extinct, Can Xingsheng Youxuan Break Through?

Since 2021, community group buying has faced continuous setbacks, with several major players collapsing. Xingsheng Youxuan, the last of the 'old three groups,' now faces giants like Duoduo Maicai and Meituan Youxuan alone. The company is expanding into clothing sales, signaling a strategic shift toward e-commerce and higher margins, but faces significant challenges from established players and high return rates.

唐伯虎
Brand Marketing

Selling 7.5 Million Bottles a Day, Why Is Yakult Taking Such a Risk?

Yakult, a Japanese brand that successfully entered the Chinese market through precise marketing, recently faced a setback when its affiliate company was fined 450,000 yuan for promoting probiotics as important in COVID-19 prevention. Despite the fine being negligible for a company selling 27 billion bottles annually, the incident has sparked public anger and raised questions about the brand's marketing tactics and its reliance on a single product.

唐伯虎