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E-commerce & Instant Retail

Heavyweight | Full Version of the "2020-2021 TOP 20 Community Group Buying Platform Research Report" Released

In 2018, community group buying platforms attracted over 4 billion yuan in capital as they emerged. In 2019, the sector cooled down with annual financing of only about 2 billion yuan. In 2020, catalyzed by the pandemic, community group buying surged again, with 19 disclosed financing events totaling 17.17 billion yuan, a record high. Meanwhile, the competitive landscape changed dramatically as internet giants like Meituan, Pinduoduo, and Didi entered the fray.

New Distribution
Capital, Earnings & M&A

重磅丨140亿!美赞臣中国花落君乐宝资方春华资本

After much speculation, the sale of Mead Johnson's infant nutrition business in Greater China has finally been settled. On June 6, Reckitt Benckiser announced a final agreement to sell its infant formula and children's nutrition business in China (Mead Johnson China) to Primavera Capital for $2.2 billion. Upon completion, Reckitt will retain an 8% stake and expects cash proceeds of $1.3 billion.

New Distribution
Brand Marketing

Demographic and Channel Dividends Are 'Quantitative Changes'; Digital Marketing in the New Era Will Usher in 'Qualitative Changes'

Every era truly defined as a 'new era' by the public must undergo 'disputes over authenticity', 'consensus in thinking', and 'transformation practice', and the digital era is no exception. At the start of each new era, there are those who explore its essence, deserving respect and praise, as they help enterprises avoid detours, strengthen managers' resolve, and inspire brands to innovate boldly. The digital era has arrived, but many enterprises face numerous challenges in decision-making.

New Distribution
Consumer & Categories

Coca-Cola Starts Selling Alcohol: Is the 'Happy Water' No Longer Happy?

On June 1, Children's Day, Coca-Cola launched its first alcoholic beverage in China, Topo Chico hard seltzer. This move is part of its 'Total Beverage' strategy and a breakthrough in the Chinese alcoholic drinks market. The product features low alcohol, low sugar, and zero fat, targeting young consumers aged 20-35.

New Distribution
Brand Marketing

Niulanshan 'Kuishenghao·Zunxi' Makes a Stunning Debut, Opening a New Chapter in the 'Thousand-Yuan Era' of Erguotou!

This is not just a new product launch, but a breakthrough move by Niulanshan to find new momentum for high-quality development in the post-ten-billion era, and a milestone action for the Erguotou category to break into the thousand-yuan high-end market. On May 31, the 'Beijing Flavor Fine Wine New Heights - Niulanshan Kuishenghao New Product Launch' was held at the China World Hotel in Beijing, with the Kuishenghao Zunxi new product priced above one thousand yuan, marking the birth of a new benchmark for the value of the Erguotou category. Famous brewing expert and inheritor of Erguotou craftsmanship Gao Jingyan, renowned performing artist Wang Gang, well-known cultural scholar Liu Yida, and liquor marketing expert Chai Jun attended the event.

New Distribution
Capital, Earnings & M&A

MissBerry Secures Over 100 Million Yuan in Funding, Leading the Low-Alcohol Beverage Market

Emerging low-alcohol beverage brand MissBerry has just announced the completion of its A+ round of financing, co-invested by CPE Yuanfeng and Adrian Cheng's C Ventures, with existing shareholders Matrix Partners China and Shangcheng Capital increasing their stakes. Since its launch in April 2020, MissBerry has completed three rounds of financing within 12 months, accumulating over 100 million yuan in total funding. In its launch year, MissBerry became the top fruit wine category on Tmall's Double 11 and was named one of Tmall's Top 10 Emerging Food Brands.

New Distribution
Capital, Earnings & M&A

First Functional Beverage Stock: Dongpeng Beverage Rings the Bell on Shanghai Stock Exchange Today!

On May 27, 2021, Shenzhen-based Dongpeng Beverage (Group) Co., Ltd. officially listed on the Shanghai Stock Exchange, becoming the first A-share functional beverage stock in China. The stock code is 605499, with an issue price of 46.27 yuan per share. It opened at 55.52 yuan per share at 9:30 a.m., and by press time had risen 44% to 66.63 yuan per share, with a total market value of 26.653 billion yuan.

New Distribution
Management & Methods

Light Meals and Salt Reduction Become New Trends, Lee Kum Kee Makes a Strong Breakthrough with New Low-Salt Product!

With the growing trend of salt reduction, Lee Kum Kee has launched a new premium low-salt soy sauce, 'Extra Grade Low-Salt First Extract', which reduces salt by 30% while maintaining flavor, and is set to release low-salt oyster sauce soon, reinforcing its leadership in the low-salt segment.

New Distribution
Brand Marketing

Kantar 2021 Urban Residents' Advertising Attention Study: Elevator and Social Media Ads Have Highest Recall

The 'Forecast 2021 | Kantar Media Trends and Forecast Report' points out that the impact of the pandemic has triggered a decade's worth of media innovation in just one year. Among the top ten media trends Kantar lists for brand owners, we emphasize that 'the media environment for creative placement is becoming the protagonist.' In 2021, if brand owners and agencies want to further optimize media placement efficiency, they need to invest more effort in understanding various media channels.

New Distribution
Brand Marketing

重磅|华润雪花再出手,或将拿下区域龙头景芝酒业!

Recently, the largest shareholder of Shandong Jingzhi Distillery Co., Ltd. (hereinafter referred to as "Jingzhi Distillery"), Anqiu Zhongren Xingjiu Trading Partnership (Limited Partnership), pledged 53 million shares to China Resources Snow Breweries (China) Co., Ltd. (hereinafter referred to as "China Resources Snow"), registered on May 17. Industry insiders generally believe that China Resources Snow's acquisition of the 53 million pledged shares is a "solid proof" of its impending acquisition of Jingzhi Distillery. The final outcome may be discerned from related events.

New Distribution
Capital, Earnings & M&A

In the Premium Water Market, Who Will Last?

The premium water market faces challenges but also opportunities. In 2020, the pandemic caused a severe contraction in the global economy, and China's FMCG market was hit hard, with overall spending down 6.7% in Q1. However, brands like VOSS have thrived by adapting strategies, such as cross-industry collaborations and digital marketing, achieving double-digit growth. As the market evolves, the future landscape remains uncertain.

New Distribution
Capital, Earnings & M&A

Sun Art Retail Q1 Revenue 22.848 Billion Yuan, Down 27.53% YoY; Huang Ming-Tuan Steps Down, Lin Xiaohai Appointed CEO

On the evening of May 10, Sun Art Retail Group Limited (hereinafter referred to as Sun Art Retail), the parent company of RT-Mart, announced a change of CEO and director re-designation. The 66-year-old Huang Ming-Tuan retired, resigning as CEO but remaining as Chairman of the Board. Lin Xiaohai was appointed as the new CEO of Sun Art Retail.

New Distribution
Industry Trends

Heavyweight | Full Version of the "2020-2021 Research Report on B2B2C Cooperation of Retail Small Stores in Lower-Tier Markets" Released

As competition in first- and second-tier markets intensifies, lower-tier markets have become a breakthrough for consumer goods companies and internet companies seeking new growth. Major internet companies are also laying out strategies to seize the dividends of lower-tier markets through sharing and community group buying. Meanwhile, brand owners and distributors are actively seeking more store coverage and consumer reach through cooperation with new business formats such as B2B and community group buying. Correctly understanding lower-tier markets and their consumers has become a crucial prerequisite for FMCG companies and internet giants to win the battle in these markets, and the digitalization of retail stores in lower-tier markets has become a key lever.

New Distribution
Capital, Earnings & M&A

Good Taste Strategy Drives Intrinsic Growth, Jiangxiaobai Achieves a Strong Start in Q1

On April 22, Jiangxiaobai Liquor held its 2021 Partner Growth Conference in Chengdu. At the meeting, sales data for the first quarter of this year were revealed. With the simultaneous growth of brands such as Jiangxiaobai, Guolifang, and Meijian, the group achieved a strong start to its 2021 performance. In addition to the steady growth of the classic Jiangxiaobai Expression Bottle, the new brands Guolifang and Meijian each surpassed 100 million yuan in sales, becoming the top in their respective subcategories, with growth exceeding expectations. The fruit-flavored liquor Guolifang even achieved its 'mid-term goal' of 100 million yuan in sales in just half a year, expanding the new battlefield of Chinese baijiu into the flavored baijiu segment.

New Distribution
Capital, Earnings & M&A

2020 Revenue 96.9 Billion Yuan! Q1 2021 Net Profit Soars 1.5 Times! Yili Releases Both Reports with Impressive Data

Yili has just released its 2020 annual report and Q1 2021 results. Despite challenges, 2020 saw high growth with total revenue of 96.886 billion yuan, up 7.38% year-on-year, and net profit of 7.099 billion yuan, up 2.13%. Q1 2021 was the best in history, with revenue of 27.363 billion yuan, up 32.49%, and net profit surging 147.69% to 2.831 billion yuan.

New Distribution
Management & Methods

How to Innovate in Seasoning to Win Consumers' Taste Buds in the Post-Pandemic Era?

In recent years, mass-market dining has flourished while high-end dining has shown signs of fatigue, but the pandemic has prompted deep reflection and business impact on the catering industry. In the post-pandemic era, new restaurants continue to open, and some high-end establishments have quickly recovered, bustling with diners eager to experience them. Recently, Xinhua News and Xinhua News Agency client aired a video titled 'Exploring Michelin Flavors,' featuring Beijing Shijiu Restaurant, a high-end trendy eatery that has won a Black Pearl one-diamond award and a Michelin star in Beijing. Shijiu, which emphasizes quality and innovation, is a must-visit landmark for food lovers in Beijing.

New Distribution
Capital, Earnings & M&A

Yangyuan Q1 Financial Report: Revenue and Gross Profit Both Increase, New Products Shine, and Channel Upgrades to Full-Domain!

On April 25, Yangyuan Beverage (603156.SH) released its Q1 2021 report, showing revenue of 2.237 billion yuan, up 75.04% year-on-year; net profit attributable to shareholders of 739 million yuan, up 40.42%; and non-GAAP net profit of 648 million yuan, up 62.83%. The company attributed the significant revenue growth to a low base from the pandemic and the earlier Spring Festival last year, as well as effective pandemic control and a later Spring Festival this year, which boosted market demand.

New Distribution
Brand Marketing

Master Kong's Sugar-Free Iced Black Tea Garners Widespread Optimism at Launch: What's Behind It?

Recently, the launch of Master Kong's new sugar-free iced black tea has sparked widespread industry discussion, with most observers taking a positive view of its future. Given the constant stream of new products in the beverage sector each year, it's worth analyzing why Master Kong's move has attracted such optimism.

New Distribution
Capital, Earnings & M&A

Sishijiu Fang A-Round Valuation Reaches 5 Billion Yuan, Led by Cathay Capital with Pernod Ricard's Chuangxiang Huanju Following

On April 21, Sishijiu Fang held its A-round financing conference in Beijing, announcing a valuation of 5 billion yuan, the highest among publicly valued startup new retail liquor companies. The round was led by Cathay Capital, with Chuangxiang Huanju, a fund under Pernod Ricard, participating. The event also featured strategic signings with People's Creativity and Zhongjun Kaixuan.

New Distribution
Brand Marketing

Feihe's 'Beijing No.1' Shows the Resilience of Domestic Brands: Feihe Secures 'Beijing Market Sales No.1' with Frost & Sullivan Certification

On April 18, international authoritative research firm Frost & Sullivan certified that in 2020, Feihe ranked first in sales in Beijing's infant formula market. This achievement is significant for domestic milk powder brands, as Beijing is a high-standard market where consumers demand quality, and it marks a major breakthrough for domestic brands in first-tier cities.

New Distribution
Dealer Operations

Settled: Budweiser China Signs Exclusive Distribution Deal with Red Bull Austria in China—Who Is the Wedding Dress for Whom?

On April 18, Budweiser China announced the official signing of an exclusive distribution agreement with Red Bull Austria for the Chinese mainland market. This puts an end to the rumors between Budweiser China and Red Bull, with the previously rumored partner, Red Bull Anji, replaced by the low-key Red Bull Austria. Months earlier, market rumors suggested Budweiser China might become the general distributor for Red Bull Anji in the southern market, splitting the north-south distribution with Yangyuan Group. However, Budweiser China quickly issued an official clarification denying any distribution cooperation with Red Bull Anji.

New Distribution
E-commerce & Instant Retail

Tian Hao, Vice President of Dmall: Retail Digital Transformation Empowers the FMCG Industry, Focusing on Place, Coordinating Product, and Connecting People

At the 6th China FMCG Channel Innovation Conference, Tian Hao, Vice President of Dmall, shared insights on how retail digital transformation can empower the FMCG industry. He emphasized the importance of digitizing people, products, and places to improve efficiency and drive growth for both retailers and brands.

New Distribution
E-commerce & Instant Retail

RT-Mart Founder Huang Mingduan: Online Sales Account for 24%, We Haven't Lost to the Era

At the recent Lianshang.com conference, RT-Mart founder Huang Mingduan was asked about the widely circulated phrase 'won against all competitors but lost to the era.' His witty response, along with insights from current CEO Lin Xiaohai, revealed RT-Mart's current status and future plans, including online sales accounting for 24% of revenue and the gradual rebranding of Auchan stores to RT-Mart.

New Distribution
Dealer Operations

Chen Yuchi of Evergreen Group: The Road to New Retail Transformation in Traditional Industries

At the 6th China FMCG Channel Innovation Conference, hosted by New Distribution, Chen Yuchi, Director of New Retail at Evergreen Aquatic Products, shared insights on transforming traditional industries through new retail. He emphasized adapting to changing consumer needs, product innovation, and channel diversification.

New Distribution