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Articles by 唐飞

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Management & Methods

How Chinese Sunflower Seeds and Spicy Strips Are Winning Over 670 Million Stomachs

In 2023, Thailand's per capita annual snack consumption reached 10.52 kg, equivalent to about 161 bags of Lay's potato chips (65g each), meaning Thai consumers ate a bag every two days. With a young population and growing purchasing power, Southeast Asia's snack market is booming, attracting Chinese snack brands to expand overseas.

唐飞
Capital, Earnings & M&A

Why Is the "Paper King" Eyeing Loss-Making Vinda?

A cross-border acquisition deal worth HK$26.1 billion has been finalized. On the evening of March 11, Vinda International announced that Asia Pacific Resources Group would acquire a 72.62% stake held by Essity and Li Chaowang at HK$23.5 per share, totaling HK$26.1 billion. Asia Pacific Resources Group is one of the world's largest, most technologically advanced, and most efficient pulp and paper producers, backed by renowned overseas Chinese businessman Chen Jianghe and his Singapore-based RGE Group, which has extensive investments in pulp and paper, cellulose fibers, and specialty cellulose.

唐飞
Retail Formats

The Secret of Low Prices in the Retail Discount 3.0 Era

Driven by consumers' preference for value, snack discount stores have sprung up across China. In a small county town, Lin Ming finds several such stores, offering products 20-30% cheaper than supermarkets, which appeals to young consumers. This trend is reshaping the snack industry, forcing major brands to cut prices and adapt to a new era of extreme cost-performance competition.

唐飞
Consumer & Categories

Pre-made dishes take over young people's New Year's Eve dinner

Once criticized, pre-made dishes have become a popular choice for young people's New Year's Eve dinner this year. Topics about the New Year's Eve dinner have trended on social media, with many opting for pre-made dishes due to time constraints and convenience. According to reports, 70% of pre-made dish consumers for the New Year's Eve dinner are young people, and sales have surged in supermarkets and online platforms.

唐飞
E-commerce & Instant Retail

Is the Endgame for Meituan Sam's Club?

Delivery speed is disrupting the e-commerce retail landscape. Tmall Supermarket offers next-day delivery, JD Supermarket claims one-hour delivery, and Meituan has upgraded to 30-minute delivery. Their common target is instant retail. Earlier, Wang Puzhong, President of Meituan's Home Delivery Business Group, predicted that the instant retail market would reach 1 trillion yuan in five years, with Meituan Flash Shopping aiming for 400 billion yuan. On October 11, Meituan Youxuan announced a brand upgrade to 'Tomorrow's Supermarket' with the slogan 'Really, Really Save,' signaling direct competition with JD Supermarket and Tmall Supermarket.

唐飞
Capital, Earnings & M&A

Market Value Evaporates by 100 Billion, Is Budweiser's Premium Myth Ending?

Budweiser APAC's market value has shrunk by over 120 billion HKD in two years since its IPO, as its premium beer market share is eroded by domestic brands and new product launches fail to gain traction. The company faces challenges from rising costs, regulatory fines, and declining sales volumes.

唐飞