TOPIC ARCHIVE
Industry Trends articles
行业观察/趋势
Browse 1085 New Distribution articles about Industry Trends.
Published articles
1085 articles · Page 10 of 46
Fuling Zhacai's Sharp Slowdown
In December 2023, Zhou Binquan, who had led Fuling Zhacai for 23 years, stepped down from all positions. After retirement, he remains the company's fourth-largest shareholder with a net worth exceeding 100 million yuan, achieving both fame and fortune and a graceful exit. However, what he left to his successor, Gao Xiang, is a situation of sharp slowdown: the stock price has fallen over 60% from its peak, market value has evaporated by over 25 billion yuan, and 2023 saw declines in both revenue and profit, with growth hitting a ceiling.
市值观察Video Account White Labels: Harvesting County-Level Luxury Women
During the Chinese New Year visit home, Xiaomei discovered that her family members had a habit of shopping on WeChat Channels, just like scrolling through Douyin or browsing Taobao. WeChat Channels has become a regular e-commerce platform for a group of people. Tencent internally has repeatedly mentioned the commercialization potential of WeChat Channels: at the end of 2022, Ma Huateng said in an internal speech that WeChat Channels is Tencent's hope for the future. It was also in that quarter's financial report that WeChat Channels' advertising revenue was first disclosed: over 3 billion RMB in three months. Tencent's 2023 annual results announcement emphasized that the total user time on WeChat Channels doubled compared to 2022.
关注微信生态的DTBlue Moon's Product and Knowledge-Marketing Foundation
Blue Moon sustained category leadership through technology-led product upgrades, solutions for narrower cleaning occasions, and long-term consumer education built around the role of a cleaning expert.
New Distribution"Game Changer" Master Kong: Breaking Through in the Electrolyte Water Arena
The electrolyte water track has attracted another giant: recently, Master Kong launched its "Infinite Power" electrolyte water, officially entering the functional beverage sector. As a new challenger in this arena, can Master Kong break through with its strength?
孟云In the Midst of Major Shifts in the Maternal and Infant Industry, Growth Remains the Overriding Goal
The essence of the FMCG economy is population economics, which is particularly evident in the maternal and infant industry. Births in China fell from 17.86 million in 2016 to 9.02 million in 2023, halving in just eight years, leading to declining birth rates, shrinking market size, and demand divergence. At the 2024 Parenting Festival Industry Summit hosted by Taobao Tmall, the focus was on achieving growth in this challenging environment, with the platform sharing insights on consumer trends and channel shifts.
陈文石What Are the Highlights of Hard Discount in 2024?
From March 14 to 16, the 9th China FMCG Innovation Conference, the 2nd China FMCG Hard Discount Conference, and the 2nd China FMCG Distributor Conference were held in Chengdu under the theme 'Supply Chain Revolution.' Liu Chunxiong, a proponent of new marketing and director of the Marketing Digitalization Research Institute, delivered a keynote speech titled 'Supply Chain Revolution, New Brand Landscape' to over 2,000 manufacturer and FMCG representatives. This article highlights key points from his speech, focusing on the current state and future of hard discount, the differences between soft and hard discount, the role of white-label products, and the need for a new path beyond single-category snacks.
刘春雄Exclusive Insight | New Distribution Yuan Lai: Urban X Trade Circulation Business Development Model
At the 9th China FMCG Innovation Conference held in Chengdu on March 14, Yuan Lai, Chief Content Officer of New Distribution, released an exclusive industry insight titled "Urban X Trade Circulation Business Development Model" at the 2nd China FMCG Distributor Conference on March 16. The speech outlines the evolution of distributor business models, from brand-oriented to category- and retail-oriented, and proposes a development path model with five stages, emphasizing the shift from distributor to urban trade circulation enterprise.
袁来Yu Jian of Kantar Worldpanel: How to Seize New Growth Opportunities in the Consumption Recovery Period
At the 9th China FMCG Innovation Conference held in Chengdu from March 14 to 16, Yu Jian, General Manager of Kantar Worldpanel Greater China and a consumer and retail market expert, delivered a keynote speech on seizing new growth opportunities during the consumption recovery period. His insights sparked lively discussions among manufacturers and distributors on how to find growth in the current environment.
虞坚A Practical POSM Framework for China's Snack Category
Research across more than 2,000 outlets organizes point-of-sale materials around four jobs—attract, inform, improve efficiency, and prompt action—and compares ten common retail formats.
New DistributionZeng Jian of Xinchao Media: How FMCG Brands Can Break Through in an Era of Oversupply
Oversupply is a common challenge facing every industry in China in recent years. According to mainstream authoritative views from academia and industry, in 2024, mainstream consumer groups will remain saturated due to the broader environment. Is China's housing oversupplied? Data shows that the total number of existing houses in China exceeds 600 million buildings, enough for 3 billion people, far exceeding the purchasing power of the population. Is automobile capacity oversupplied? Data shows that the overall production capacity of passenger cars in China is close to 55 million units, while annual production is about 23 million units, with a utilization rate of only 50%.
曾健Data-Driven Empowerment: Digital Transformation from a Collaborative Perspective
Growth is an unavoidable topic for companies and distributors seeking development, and discussions have intensified in recent years. From March 14 to 16, the 9th China FMCG Innovation Conference, themed 'Supply Chain Revolution,' was held in Chengdu. During the conference, over 100 speakers and more than 2,000 manufacturer representatives and FMCG professionals from across the country explored how distributors and brands can pursue growth in the current environment. Among them, Mr. Li Zheng, Vice President of Zhoupu Data, delivered a keynote speech titled 'Data-Driven Empowerment: Digital Transformation from a Collaborative Perspective' at the main forum, sparking lively discussions among manufacturers and distributors.
李正Snack Busy & Zhao Yiming Snacks: Strategic Expansion Northward, Aiming for 10,000 Stores!
Last year, we served over 600 million consumer visits, which not only reflects normal demand but also represents 600 million instances of being chosen and trusted, said Yan Zhou, founder and CEO of Snack Busy. On March 19, Snack Busy Group held its 'All Things Grow · 2024 Partner Conference' at the National Indoor Stadium in Beijing, with nearly 10,000 attendees including suppliers and franchisees. Four months after the merger with Zhao Yiming Snacks, the group unveiled its development strategy and goals.
任文青AndyReviewing Zong Qinghou's Marketing Philosophy: No Theory, Only Practicality
On the day Zong Qinghou passed away, I wrote: 'The best way to remember a person is to inherit his thoughts, as in 'carrying on the lost teachings of past sages.' After failing in the new consumption startup wave, I believe new consumption entrepreneurs should learn from old consumption entrepreneurs. Zong is the most worthy of our study, likely without exception. Today, I want to explore several topics: What is the marketing model behind Wahaha's ability to launch multiple hit products? What is the experience of quickly opening markets with new products?
梁将军Industry Exclusive | White Paper on Cost Reduction and Efficiency Enhancement in Warehouse and Distribution Logistics for Chinese FMCG Distributors
Distributors with business scale exceeding 50 million yuan often fail to achieve sustained growth due to management issues, with warehouse and distribution management being the most critical aspect after core business operations. Although warehouse and distribution logistics account for the highest proportion of operating costs for distributors, they spend minimal time optimizing and refining it. In the future, the number of distributors in a city will decrease while their scale will increase, making multi-SKU and multi-category management essential, with warehouse and distribution efficiency as a key indicator of operational performance. Based on this, New Distribution, in collaboration with BEST Supply Chain, has launched the industry's first white paper on cost reduction and efficiency enhancement in warehouse and distribution logistics for FMCG distributors, covering approximately 300 small, medium, and large distributors nationwide.
袁来Major Release | 2023-2024 China FMCG Distributor Warehouse and Distribution Logistics Survey Report
From March 14-16, 2024, the 9th China FMCG Innovation Conference, the 2nd China FMCG Hard Discount Conference, and the 2nd China FMCG Distributor Conference were grandly held in Chengdu. At the 2nd Distributor Conference, Li Wenjun, partner of New Distribution Research and Consulting, provided an in-depth interpretation of the "2023 China FMCG Distributor Warehouse and Distribution Logistics Survey Report." This report, which took three months to compile, is a joint industry-exclusive study by New Distribution and Best Supply Chain, and serves as the essence of the "2023 China FMCG Distributor Warehouse and Distribution Logistics Cost Reduction and Efficiency Improvement White Paper."
New DistributionHow Meijian Moved From Niche Plum Wine to Scaled Growth
Meijian built scale through category focus, restaurant occasions, product standards, agricultural and production investment, disciplined expansion, and growth measured by repeat demand rather than channel inventory.
New DistributionOnline and Offline Chinese New Year Stock-Up Review: Nuts Are the Most Sought-After, Almond Milk Grows Fast
The Spring Festival is the last major battle for brands, especially with the later Chinese New Year in February this year, extending the festive shopping period. This year's CNY sales war is unique: online e-commerce lacks momentum, making it hard to grow GMV without heavy spending, while offline promotions often involve price cuts, larger packs, or bundled deals. These trends reflect lower consumer expectations. Many brands faced distributor clearance sales from early January, with gifting demand notably weak. However, some categories showed strong growth, such as small indulgences offering value for money. Few analyze the CNY shopping festival, but as the most important gifting occasion for Chinese people, it reveals shifts in consumer demand and which categories and brands have strong channel capabilities.
沥金Review | Top 10 Events in the Snack Discount Sector in 2023
If 2023 saw a general cooling of consumption, the snack track was a different story. Over the past year, snack discount chains represented by Snacks Busy, Zhao Yiming Snacks, and Snacks Youming rapidly rose, becoming hot commodities. They further squeezed the living space of snack specialty brands that had dominated the track for years, forcing brands like Bestore and Three Squirrels to proactively transform and enter the snack discount track. In addition to these two major competitive forces, fresh-made snack categories represented by Panda Momo and Xueji Roasted Nuts also caught the attention of capital. Driven by these three major business formats, the all-round competition in the snack track has become impossible to ignore. Based on this, the author has specially reviewed the important events in the snack category in 2023. We note that the current snack track has entered a period of intense horizontal competition, mainly reflected in store scale, layout density, and supply chain. In the future, major brands will enter 'face-to-face competition,' making close-range competition inevitable. Mergers, acquisitions, integration, and upgrades may become new development trends.
零售圈Will Next Year's Market Be Even Harder? Six Company Founders and Executives from Jiangxiaobai, Kimberly-Clark, and Kotler Consulting Share Their Insights!
At year-end visits to distributors, most reported that breaking even was considered good. While 2023 was tough, 2024 is expected to be even harder. As the market shifts from growth to stock, the future for distributors looks bleak. Cao Hu, Global Partner of Kotler Consulting Group and CEO of Greater China and Singapore, notes that the past era of rapid growth across all industries is over; the next three years will see differentiation by industry, region, price band, and brand. The strong will get stronger, the weak weaker, making 'differentiation' the theme. With demographic imbalances, consumption structure shifts, and rational demand, the domestic market of 1.4 billion is not driving consumption, leaving distributors confused and anxious. Founders and senior executives from six companies—Jiangxiaobai, Kimberly-Clark, Kotler Consulting, Xuanwu Cloud Technology, Heyin Network, and Qince—offer their insights from an industry-wide perspective.
New Distribution2024: The Year Retail Must Rely on Real Competence!
As we cross into 2024, the retail industry faces a period of low growth, intensified competition, and a struggle for pricing power along the value chain. With macroeconomic momentum shifting and consumer savings high, retail's overall drive remains weak, forcing businesses to focus on efficiency, innovation, and core competencies to survive and thrive.
联商网编辑部How Far Is Yili from Becoming the World's No.1?
Amid the consumption recovery trend in the first half of 2023, dairy giant Yili maintained a stable upward trajectory, achieving growth in both revenue and net profit. On August 28, Yili Co., Ltd. (600887) released its 2023 interim report: revenue reached 66.197 billion yuan, up 4.31% year-on-year; net profit attributable to shareholders was 6.305 billion yuan, up 2.81%; non-GAAP net profit was 5.797 billion yuan, down 1.55%. By segment, Yili's liquid milk scale and market share remain the largest, while its adult milk powder and cold drinks businesses are becoming new growth engines.
卓心月The Next Decade of Chinese Snacks
In recent years, China's snack market has undergone significant changes, with meat snacks and protein/energy bars becoming the fastest-growing categories, while the overall market for spicy strips, dried tofu, and seasoned vegetable products has expanded to nearly 100 billion yuan. The industry has moved beyond mere taste satisfaction, shifting towards functionality and health orientation, with products targeting specific consumer groups emerging. In the past two years, the rise of bulk snack stores and discount snack shops has made 'snacks' a key term surpassing 'beverages' in the food industry. Channel reforms are reshaping the snack landscape, challenging the performance of the three major snack giants that previously capitalized on online or chain opportunities, but they are actively adapting and seeking new growth points. The snack market is both a red ocean and a blue ocean, with predictions of an additional 200 billion yuan in growth over the next decade.
FBIFA Major Trend: The Rise of White-Label Products
In 2023, a major trend was the rise of white-label products. In the past era of consumer frenzy, many brands created their own myths, and we were shaped by brands. Recently, however, people have begun to disenchant with foreign brands and support cheap, good-quality domestic products. Eventually, everyone realized that brand logos are just external displays; what matters more is who you are.
阿空Seeking New Life Amidst Involution: Observations on 210 Food & Beverage Investment and Financing Events in 2023
In 2023, the food and beverage industry returned to rationality, with investment and financing slowing down and becoming more focused. According to incomplete statistics from FBIF, as of December 27, 2023, there were 210 investment and financing events across 14 major categories, reflecting trends such as increased segmentation, health consciousness, and technological empowerment.
FBIF