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Articles by 胡晓钰
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Under the Challenge of "Genki Forest and Others," What Drives the Better-Than-Expected Performance of Coca-Cola and PepsiCo?
On February 10, before the U.S. stock market opened, Coca-Cola and PepsiCo, two major food and beverage retailers, almost simultaneously released their Q4 and full-year 2021 earnings. Behind the two better-than-expected performances are different highlights and drivers: for example, Coca-Cola's sparkling soft drinks business grew 9% for the year, with zero-sugar Coca-Cola achieving double-digit growth in both the quarter and the year, while PepsiCo disclosed that sales of soda and snacks after consecutive price increases were better than expected. The performance of the "two colas" remains strong, but the shadows of inflation and cost pressures linger; under the health trend, sparkling water and functional drinks are taking over from carbonated beverages, and Genki Forest and others are also challenging the territory of the "two colas."
胡晓钰Genki Forest Rolls Out 'Soft Mineral Water' Offline: Next Hit Without Bubbles?
Genki Forest, known for its year-round new products, has made a year-end move by launching its mineral water brand 'Youkuang' on a large scale in offline channels. Priced at 4 yuan, Youkuang sits alongside brands like Nongfu Spring and Ganten, leading many to see it as a continuation of the rivalry between Genki Forest and Nongfu Spring. Industry insiders note that the mineral water sector is dominated by giants, where success depends on brand awareness, channel control, and cost efficiency from economies of scale and scope.
胡晓钰Jianlibao: From Front-Runner to Stumbling Follower
Jianlibao, the pioneer of sports drinks in China, is now entering the functional beverage market with its new 'Chaodeneng' compound peptide energy drink. However, the brand, which once achieved 5.4 billion yuan in sales in 1997, has struggled to regain its former glory, facing challenges in innovation, management, and competition.
胡晓钰