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Articles by 刘云
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Dairy + Function: Can It Create Another 10-Billion-Yuan Mega Product?
Functional dairy products are emerging as a new trend among dairy giants, with products like Mengniu's hangover-relief yogurt, weight-loss yogurt, and sleep-aid milk, as well as Guangming's hangover-relief yogurt. This article analyzes the reasons behind this trend, the functional principles of these products, and predicts that future dairy innovation will focus on more niche segments and scenarios, making it unlikely to replicate the scale of previous 10-billion-yuan mega products.
刘云The 70% Low-Concentration Juice Market Is Declining: Where Is the Juice Market Headed?
On September 26, Luckin Coffee once again 'crossed over' by announcing a strategic cooperation agreement with Louis Dreyfus Group to jointly build a production facility focused on NFC juice and develop a high-quality juice co-brand in China. Similarly, in recent months, Nongfu Spring has been continuously strengthening its presence in the juice market, not only innovating in low-temperature NFC but also upgrading its Nongfu Orchard brand in early September, increasing the juice concentration from 30% to 50%. Whether entering or upgrading, the juice market is undergoing a structural transformation.
刘云Heavyweight | Will Cheese, Which Mengniu and Yili Are Betting On, Be the Next 100-Billion-Yuan Market?
Cheese is becoming the next growth point for dairy companies. Mengniu and Yili have both increased their focus on the cheese market and established independent cheese business divisions. With Mengniu appointing a seasoned executive to lead its cheese division, the potential of this category is clear.
刘云