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Browse 23 New Distribution articles by 葛畅.
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Self-Hotpot, "Can't Get Excited" Anymore
In May 2026, Hangzhou Golden Antelope Enterprise Management Consulting Co., Ltd., affiliated with the self-heating food brand Self-Hotpot, entered bankruptcy liquidation. Once a viral brand that sold 5 million cups in 10 minutes and was valued at 7.5 billion yuan, it now faces over 140 million yuan in enforced payments, with founder Cai Hongliang subject to 17 consumption restriction orders. From its launch in 2018 to its decline in 2026, Self-Hotpot lasted only eight years. The era of "half the entertainment industry eating Self-Hotpot" seems like yesterday, yet now the Taobao flagship store offers clearance prices of 24 yuan for 3 boxes, and the comment sections are filled with complaints about "bad taste," "small portions," and "foreign objects."
葛畅Elephant Supermarket officially enters the era of rapid expansion
At 8 a.m. on April 24, the green sign of Elephant Supermarket's first store in Zhejiang, located at B1 of Longfor Tianjie in Yinzhou, Ningbo, stood out among the crowd. Half an hour before opening, a long queue of dozens of meters had already formed at the entrance, with many Ningbo residents getting up early to experience the offline presence of this online supermarket for the first time. The opening day saw high enthusiasm both on-site and on social media, with netizens joking that it felt like the supermarket was being emptied by Ningbo residents. This marks the second offline store in just four months, following the opening of the Beijing Wanliu store on December 19, 2025, signaling an accelerated expansion pace.
葛畅Annual Reports of 29 Dairy Companies Including Yili and Mengniu: Over 60% Face Performance Pressure, Who Is Growing?
2025 marks a year for China's dairy industry to shift from passive pressure to proactive adjustment, with signs of recovery emerging amid divergence. Among the 29 listed dairy companies' 2025 annual reports reviewed, only 10 achieved growth in both revenue and net profit, while over 60% faced declines in both or structural imbalances, with divergence intensifying.
葛畅“From 80 Staff to 10”: AI Hasn’t Disrupted Traditional E-Commerce, but It Has Eliminated E-Commerce Workers
In 2026, the e-commerce industry is abuzz as platforms accelerate AI integration, yet conversational AI shopping has not significantly impacted traditional search-based ordering. Instead, the real disruption is happening within the industry itself, as AI replaces basic roles like customer service and design, forcing a reorganization of traditional e-commerce structures.
葛畅Big Single Products Are Trapping a Group of Brands
Recently, the innovation head of a leading FMCG brand mentioned that despite huge investments in new products, they have failed to launch a truly scalable big single product. The real issue lies not in innovation or investment but in the obsession with creating a big single product, which is increasingly difficult in today's fragmented market.
葛畅Pinduoduo's 100 Billion Yuan Investment in 'New Pinmu' Breaks the Boundaries of E-commerce Platforms!
On March 25, Pinduoduo announced a major decision during its earnings call: to establish 'New Pinmu' and officially enter brand self-operation. According to reports, 'New Pinmu' has registered a dedicated company in Shanghai with an initial cash injection of 15 billion yuan, planning a cumulative investment of 100 billion yuan over the next three years. The project will integrate Pinduoduo and Temu's supply chain resources, build a self-operated brand model, focus on the global market, systematically self-operate and incubate brands tailored to different markets and categories, promoting high-standard output of Chinese manufacturing and leaping to the high end of the value chain.
葛畅Distributors Who Open Stores Blindly Are Likely to Lose Money!
Recently, while visiting the market, I heard a snack food distributor talking about plans to open several stores. He has already scouted locations near communities with thousands of residents, and believes the surrounding competitors are mostly small shops that pose no threat. He intends to offer a wide range of products to cover their strengths. However, he is hesitant not about rent or renovation, but about what type of store is more likely to succeed: a local chain convenience store or a snack store. But when asked how he defines "success" for his stores—whether as a model store or simply a profitable business—his answer remains vague.
葛畅Sales Are Hard, 90% of the Problem Isn't the Salesperson
At a distributor's internal review meeting, salespeople were blamed for poor B2b performance, but the real issues lie in organizational structure, management, and product assortment. To succeed, distributors must clarify responsibilities, train thoroughly, and pilot with small teams.
葛畅People's Daily Online '2025 Craftsmanship Product' Certification Unveiled: Why Kunlun Mountain Mineral Water?
As public health awareness continues to rise, discussions about the science of drinking water are heating up on social platforms, reflecting a growing consensus that drinking water is a top priority in daily life. However, water's uniqueness lies in its difficulty to distinguish quality by taste, leaving consumers overwhelmed by choices. Kunlun Mountain Mineral Water was recently awarded the '2025 Craftsmanship Product' by People's Daily Online, recognizing its exceptional quality and craftsmanship.
葛畅In 2025, JDB Brings Herbal Tea into Every Moment of Passion for Young People
Looking back at this year's brand marketing practices, scenarios remain an unavoidable keyword. How to find scenarios that match emotions and needs, allowing consumers to naturally perceive and accept product value through stress-free interaction and experience, is a topic the industry is collectively facing and exploring. Recently, the finale of "Let's Open Mic," exclusively sponsored by JDB, is approaching. Reviewing the entire season, the brand's subtle output in the variety show offers a reference-worthy answer: as a tool to prevent heatiness for contestants staying up late for training, a music partner on stage highlights, and a warm companion for group celebration...
葛畅Lightning Warehouses Won't Take Away Distributors' Business, But Will Eliminate Some Distributors
Since the second half of this year, the closure rate of downstream stores has been rising, and B2b businesses nationwide are struggling, mainly due to the significant impact of lightning warehouses on small stores. As internet platforms intensify instant retail, the density of lightning warehouses is increasing, causing many distributors to feel a sense of crisis. Some distributors are considering building their own warehouse stores, but most have not succeeded; instead, those supplying goods to lightning warehouses are doing well.
葛畅Q3 Report Review of 12 Listed Beverage Companies: Yili Tops with 90.3 Billion Yuan, Dongpeng Beverage Races Ahead with Over 30% Growth
Recently, multiple listed beverage companies have released their Q1-Q3 2025 performance reports. Against the backdrop of slowing growth in the FMCG industry, the beverage sector shows a clear pattern of 'one side hot, one side under pressure.' Among the 12 listed beverage companies we compiled, only 4 achieved double growth in revenue and net profit, 7 saw declines in both, and 1 had mixed results. Specifically, structural divergence is widening: functional beverages continue to lead, driven by single products and new scenarios; bottled water remains stable; while tea drinks and juices continue to face pressure amid shrinking demand and channel adjustments.
葛畅Unmarried Youth and the Quiet Candy Market
Last year, the wedding candy business was unexpectedly sluggish, even during peak seasons, with some dealers noting orders couldn't fill a truck. This year, however, the market has rebounded, with sales up at least 30% as younger consumers drive changes in packaging, branding, and usage scenarios.
葛畅Wanchen, Three Squirrels and Other 22 Snack Food Companies Release Q3 Reports: Some Earn 800 Million, Others Hit Profit Bottom
In the third quarter of this year, pressure on the snack food market remained evident. As consumer decisions become more rational, categories supported by 'instant' and 'rigid demand' (such as beverages) remain stable, while more optional snack foods are more susceptible to fluctuations. Among the 22 listed snack food companies we tracked, only 7 achieved growth in both revenue and net profit, while 9 saw declines in both, widening the divergence trend. In this persistently pressured consumption environment...
葛畅The Abandoned Tobacco and Alcohol Shops
“I've been running a tobacco and alcohol shop for 15 years, and this year is the hardest. I really can't hold on much longer!” Recently, the author visited several tobacco and alcohol shops in parts of Shandong and found that the market is generally sluggish this year. During National Day and Mid-Autumn Festival holidays in the past, shops would stock up by the dozens of boxes, but this year, owners are hesitant to stock up heavily yet afraid not to, feeling particularly tormented. Consumption has contracted, with group purchase orders down 70% and large-ticket consumption disappearing.
葛畅Yili, Mengniu, Bright Dairy and 17 Other Dairy Companies Report H1 Results: Who's Growing? Who's Falling Behind?
In the first half of 2025, the dairy industry's divergence is more evident than ever: facing sluggish demand, some dairy companies bucked the trend with double-digit revenue growth, while others saw profits halve amid fierce competition. Among the 20 listed dairy companies we reviewed, 11 achieved year-on-year revenue growth, while 9 declined. Leading players leveraged their full industry chain advantages to realize value, while small and medium-sized enterprises sought differentiation in niche segments. What signals does this divergence reveal? Where are the next opportunities for the dairy industry?
葛畅No Outsourcing, No Big Spending! 600K+ per Livestream: How a Distributor Leverages Short Videos to Master Local Business
During a recent deep-dive study tour organized by New Distribution, a distributor was spotted efficiently creating and posting a short video while touring a warehouse, gaining significant traffic. This inspired an in-depth look at how Huang Jie, GM of Putian Quanshan Trading, uses short videos and livestreams to drive offline sales, achieving 20% of her nearly 100 million yuan revenue from online conversions, including a single livestream sales of over 1.3 million yuan during the 618 promotion.
葛畅Distributors Need to Not Only Sell Products, but Also Learn to 'Sell Themselves'
In 2025, short videos are rapidly reshaping the traffic logic of business. More and more brands and retailers are using short videos to promote products, showcase stores, and even build personal IPs. However, distributors remain relatively silent, with many still relying on traditional sales paths and failing to connect short videos with their own business. This article explores the external and internal value of short videos for distributors, emphasizing that being 'seen' is itself a competitive advantage in an era of scarce attention and overwhelming choices.
葛畅No Traffic, Account Stalled? 90% of Distributors Are Doing Short Videos in the Wrong Direction
More and more distributors are starting to make short videos, but many accounts stop updating after a few posts. This article addresses the common question of what content to create that is both valuable and sustainable, offering a list of 100 short video topics for distributors across four directions: product recommendations, business insights, team daily life, and boss persona.
葛畅Should Distributors Make Short Videos? In 2 Years, She Attracted 2,000+ New Customers Proactively! Sales Doubled
As short videos become part of daily life, more distributors are tapping into their traffic potential. A post-95s distributor in Hebei Langfang used 536 short videos over two years to attract over 2,000 new customers, reactivate 42% of old customers, and double annual sales.
葛畅Visiting a Hundred Stores: The 'Cold' and 'Change' in the Milk Market
“Even in the past, the milk market was never this slow!” In the second half of 2024, the author visited over a hundred stores with milk salespeople from various regions. Combined with feedback from distributors, the most profound impression was that over the past year, from front-line sales to back-end operations, the winter of the dairy industry has enveloped every practitioner. From the salesperson's perspective: downstream distribution is becoming increasingly difficult.
葛畅Distributors: Maybe It's Time to Give Up on Tier-1 Brands
Distributors of tier-1 brands are facing increasing pressure due to low margins, high tasks, and weak control, leading many to consider shifting focus to tier-2 and tier-3 brands. However, the key to success lies not in abandoning tier-1 brands but in developing professional distribution and sales capabilities while maintaining a balanced brand portfolio.
葛畅Merging Three Distributors in Five Years, Doubling Business: How Did He Master 'Distributor M&A'?
Distributors face increasing pressure. According to the '2023-2024 China FMCG Distributor Operating Conditions Survey Report' released by New Distribution in August, about 50% of distributors experienced declining revenue and profits in the first half of this year. In the snack food sector, only 31.4% saw revenue growth and 8.6% saw profit growth. In this environment, one distributor, Yi Dianlong, has found a path through mergers and acquisitions, growing his business from 20 million to 80 million yuan in five years.
葛畅