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Yili, Uni-President, Coca-Cola... 16 Beverage and Dairy Companies Release Financial Reports, 15 See Revenue Growth
In the first half of 2023, well-known domestic and international beverage and dairy companies reported frequent good news! Companies such as Dongpeng Beverage, Uni-President Group, Swire Coca-Cola, Liziyuan, Coca-Cola, Nestlé, PepsiCo, Danone, and Huanlejia all achieved performance growth. Besides the gradual improvement in the global economic environment, the main reasons for the performance growth of some beverage companies also include the expansion of new products and new business areas, injecting new vitality into the company's long-term development through diversified development strategies. In addition, some companies raised product prices, which also contributed to performance growth. This...
勾勾A Battle Between Bestore's Premium Strategy and the Snack Discount Track
The rise of bulk snack stores has triggered a new round of channel transformation in the industry, with 'low price' and 'discount' becoming key words. In this changing environment, can Bestore's premium route still work? Upon reflection, the high-end market of an industry will never completely disappear. Although consumers' shopping intentions have become more rational after the pandemic, this does not mean their interest in high-quality products has waned.
勾勾Snacks Are Busy Becomes Yanjin Puzi's Largest Customer, Brand Owners Collectively Enter Channel Transformation!
With the rapid development of bulk snack stores, the future market landscape will continue to evolve. Recently, financial reports from companies like Yanjin Puzi and Ganyuan Foods have been released, and according to market sources, Snacks Are Busy has become Yanjin Puzi's largest system customer! In recent years, channel evolution has given rise to the new bulk snack channel, and cooperation between established snack companies and emerging snack channel operators has become a focus of external attention. One side needs channel layout, the other needs brand traffic, and as this channel continues to expand, brand owners will inevitably pay more attention to it and actively embrace it.
勾勾Multiple KA Supermarkets Release 2023 H1 Results: Some Continue to Suffer Losses
KA supermarkets must adapt to market changes to avoid being eliminated in the current industry reshuffle. In the first half of 2023, some KA supermarkets like Yonghui and Zhongbai turned losses into profits, while others like Better Life, Renrenle, and Suning.com remained in the red.
勾勾Uni-President Group Acquires Carrefour Taiwan, Adding a Giant to Its Territory!
Carrefour Taiwan has been fully acquired by Uni-President Group. On July 19, 2022, Carrefour announced the successful sale of its 60% stake in Taiwan to its long-term partner and co-shareholder Uni-President Group. Upon completion, Uni-President Group will become the sole owner of Carrefour Taiwan. The acquisition aligns with Carrefour's global strategy of divesting non-core markets, while Uni-President Group expands its retail footprint and strengthens its distribution channels.
勾勾Three Squirrels and Olam Group Joint Venture Ushers in New Chapter! Expected to Start Production in August!
Amid fierce competition, the real battle lies in supply chains. Three Squirrels has taken new steps in supply chain construction by forming a joint venture with Olam Group, aiming to leverage international operations and manufacturing advantages. The new company is expected to begin production in August.
勾勾Craft Beer Industry: Gold Mine or Trap?
Since 2021, China's craft beer market has boomed, entering the mass market. Capital markets have validated its popularity, with financing events in 2021-2022 exceeding the total of the previous six years. However, despite the favorable environment, not all craft beer companies can benefit, and small and medium-sized enterprises lacking funds and channel capabilities should enter cautiously.
勾勾One Closes Stores, Another Prepares for IPO: The 'Ice' and 'Fire' of Fresh Food Retail
The development of fresh food e-commerce has a long way to go. As online retail grows, the industry has evolved from traditional models to new ones like front-warehouses, integrated store-warehouses, and community group buying. However, due to persistent profitability issues, major players like Xingsheng Youxuan, Shihui Tuan, and Miss Fresh have exited. On May 22, news broke that Dingdong Maicai would withdraw from the Sichuan-Chongqing market, signaling a cold winter for fresh food new retail. Yet, amidst the turmoil, Alibaba announced on May 18 that it had approved IPO plans for Hema, which is expected to list within 6-12 months, showing contrasting fortunes in the same sector.
勾勾Snack Bulk Retail: Not Easy to Succeed!
With increasingly diverse channels and intense competition both online and offline, succeeding in the snack bulk retail business is no easy feat. This article analyzes the reasons behind the popularity of snack bulk retail stores, their operational challenges, and the key capabilities required for long-term success.
勾勾Why Are Convenience Stores Like Meiyijia So Popular in 2023?
As a retail format, convenience stores originated in the United States, were transplanted to Japan in the late 1960s and developed rapidly, and were later promoted in Taiwan and Thailand. In 1992, foreign convenience store 7-11 opened in Shenzhen, pioneering convenience stores in mainland China. Since then, local convenience stores have gradually developed. In 2022, local chain brand Meiyijia became the largest branded convenience store chain in China with 30,008 stores. The market landscape of domestic convenience stores is changing. Meiyijia's breakthrough is not an isolated phenomenon, but is closely related to the development of the entire domestic convenience store industry.
勾勾MSG Connects with 'Zihaiguo': What Does Lotus Health Aim to Achieve?
On the afternoon of March 27, Lotus Health (600186.SH) announced its intention to acquire at least 20% equity in Hangzhou Jinlingyang Enterprise Management Consulting Co., Ltd., known for its 'Zihaiguo' self-heating hotpot brand. The high premium acquisition has raised questions, but the combination of the 'MSG King' and 'Zihaiguo' could spark new growth.
勾勾Douyin Supermarket Launches: Can It Be the "Tailwind" for FMCG Manufacturers?
As the new year begins, Douyin Supermarket has officially launched, drawing widespread industry attention. With its massive user base, Douyin aims to expand from interest-based e-commerce into search-based e-commerce, potentially challenging platforms like JD.com and Tmall. This article analyzes the significance and development possibilities of Douyin Supermarket, and discusses how FMCG manufacturers can collaborate and position themselves.
勾勾The 'Light' and 'Heavy' of Snack Foods: Which Weighs More?
In the FMCG industry, snack foods are a hot track. As the market shifts from growth to maturity, companies are reassessing their strategies, moving from a focus on traffic and scale to a more balanced approach emphasizing efficiency and cost control. This article analyzes the shift between asset-light and asset-heavy models, using examples like Three Squirrels and Qiaqia Food to illustrate the trade-offs and strategic pivots.
勾勾High-Debt Model Fails, Better Life Chain on the Brink of Collapse
Traditional large supermarkets are undergoing a deep transformation. On December 14, Better Life Commercial Chain Share Co., Ltd. announced a major strategic adjustment, including closing and exiting the Sichuan market, shrinking Jiangxi to three cities, and closing inefficient loss-making stores in Hunan and Guangxi, while continuing to operate shopping malls and department stores. The company expects closure losses of 300-500 million yuan.
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