Consumer & Categories
Four Thoughts at the Turning Point of China's Beer Industry
The beer industry is struggling in a downturn. We observe potential changes in volume and price dynamics and catalysts. Four questions: 1) Is there a possibility of breaking the co-opetition pattern? 2) Is the sales recovery sustainable? 3) What are the endogenous trends? 4) What to buy under long-term trends and short-term catalysts?
戴佳娴，陈梦瑶