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Are You Arguing a Point or Defending a Position?
Author: Liu Chunxiong, Source: Teacher Liu's Forum (ID: liuchunxiong1964). There is a good article, 'What You Believe, You Will See.' I agree with this statement; people selectively observe and selectively remember. In 2016, there was an anecdote: Liu Qiangdong proposed a 200% growth target, and some said it couldn't be done. Liu Qiangdong said, 'I don't want you to prove it can't be done; I want you to prove how it can be done.' That is the direction of proof. Correct conclusions need proof, but wrong conclusions can also be proven flawlessly...
刘春雄Always Talking About Consumption Upgrades, Do You Know China Has Five New Types of 'New Humans'?
More and more companies are restructuring strategies, developing new products, and launching marketing campaigns because, with the growth of upper-middle-class and affluent segments, the rise of young consumers, and the integration of online and offline businesses, China's consumer market is about to undergo a major transformation. Recently, Boston Consulting Group (BCG) and Alibaba jointly released a report titled 'New Consumer Trends in China: Three Driving Forces Shaping New Consumer Segments,' which suggests that as demographics and society evolve, new consumer segments are emerging.
刘怡君Unveiling JD New Route's 618 Street: Exploring the Future of E-commerce
On May 25, JD.com launched its 618 mid-year shopping festival, with over 30,000 small and medium stores nationwide displaying banners for the event. New Distribution interviewed retail expert Bao Yuezhong, who highlighted three key aspects of JD New Route's 'Crazy 618' promotion, including brand manufacturers' increasing focus on B2B distribution, the expanding reach of small retail stores, and the seamless integration of online and offline consumer experiences.
赵波Alibaba Chief Strategist Zeng Ming: The Most Likely Leading Model for New Retail in the Future is S2b
On May 26, Professor Zeng Ming delivered a speech at the Tmall Smart Supply Chain Open Day forum, where he introduced the concept of S2b, an innovative thinking about the future of new retail and new business. S represents a large supply platform that will better empower many small b's to serve their customers. This is not a traditional franchise system but an innovative collaborative network. Only on the basis of this increasingly vast and close collaborative network can we move towards C2B, the most important business model of the future.
曾鸣After Ruining Physical Stores, Why Are Liu Qiangdong and Lei Jun Rushing to Open Stores?
The online dividend period has completely passed, and traffic has shifted from online to offline. From an investment perspective, the focus now should be on who has offline traffic. Looking at future trends, the competition for offline store expansion will become even more intense.
New DistributionKantar Releases 2017 Global Brand Footprint Report, Coca-Cola Tops for Fifth Consecutive Year
On May 24, 2017, Kantar Worldpanel released its 2017 Global Brand Footprint Report in the UK. The report shows Coca-Cola as the most chosen brand globally for the fifth year running, while emerging markets now account for 51% of FMCG spending. Chinese brand Yili remains the top choice in China but did not make the global top 50.
New DistributionChina's Pet Market Is About to Exceed 100 Billion Yuan! Why Is There Still No Unicorn?
As China's pet market approaches 100 billion yuan, it remains fragmented with no unicorn companies. This article compares China's pet market with Western markets, analyzes the entire industry chain, and identifies opportunities for investment and entrepreneurship amid consumption upgrades.
龙猫君The New Retail Formats That Could Terrify Jack Ma in the Future: Why Super Species and LINE Theme Cafés Are Leading the Way
This article explores the emergence of new retail formats in 2017, such as self-service terminals, Yonghui's Super Species, and IP-themed cafés, arguing that they represent a rebirth of the industry driven by the disruption of old business models and the ongoing competition between brands and channels.
海水很蓝Lotte's Turmoil: Losses of 6.1 Billion Yuan in China, Korean Staff Fully Withdrawn, Lotte Seeks Chinese 'Buyer'?
Recently, it was reported that South Korea's Lotte is in talks with several retailers including Yonghui, RT-Mart, and Walmart to sell its China operations, potentially starting with some Lotte Mart stores and expanding to Jiangsu and Zhejiang. After the THAAD incident, Lotte's performance in China has been continuously loss-making, with losses widening. Is Lotte really going to sell its China business? The authenticity of the news is not important; what matters is that Lotte Mart is struggling in China.
New DistributionReviewing the Top 10 Mergers and Acquisitions in the Food Sector in the First Half of the Year, Resonating with the Overall Economic Trends
Believers in economic cycle theory hold that economic booms and busts follow their own patterns, with major trends governing everything. Following a series of tech mergers and acquisitions in 2015 and 2016 (such as Didi and Uber China, 58.com and Ganji), the food sector has also seen a wave of M&A this year. Online sources have summarized ten major deals, reflecting various intentions: some old forces are trying to acquire fresh blood to sustain themselves, some oligarchs are reducing transaction costs through M&A, some are seeking to expand internationally, and others are looking for new growth areas.
New DistributionMarket Value Fluctuations and Shifting Leadership: The Most Comprehensive Data Analysis and Trend Outlook for New Retail
Since the O2O wave in June 2013, online-offline integration has become a key theme in retail. From October 2016, when Jack Ma proposed New Retail, the industry has seen Alibaba's stake in Sanjiang Shopping, privatization of Intime Retail, Amazon Go, Hema Fresh's 'supermarket + dining' stores, and Yonghui's Super Species, among other developments. This report analyzes the competitive landscape, financials, and market valuations of major Chinese and US retailers to explore the balance and integration of online and offline channels.
汪立亭李宏科史岳Bottled Water Landscape Shifts: Ganten Surpasses Wahaha, Poised to Overtake Master Kong for Top Three
According to Nielsen data, in March 2017, Ganten's market share surpassed Wahaha, ranking fourth and closing in on Master Kong, with expectations to enter the top three this year. Ganten has been the fastest-growing bottled water brand, with a 43% year-on-year sales increase in 2016.
New DistributionTraditional Companies Want to Transform? The First Cut Should Be to Eliminate the Marketing Department!
Traditional FMCG companies are losing the ability to capture consumer demand. The traditional marketing model, which relies on high distribution and visibility, is becoming obsolete. To transform, companies must first restructure or eliminate the traditional marketing department, shifting focus to consumer-centric, flexible structures that integrate online and offline efforts.
方刚A Prophecy Seven Years Ago: If Only Wahaha Had Known Then, Why Not Now?
This article, originally published in 2010, argues that Wahaha's core strategic problem is the lack of a signature product comparable to Coca-Cola, which is essential for achieving global brand status. It suggests that despite its success, Wahaha's product portfolio lacks a product with universal appeal, and without solving this, the company may face stagnation.
史贤龙Decoding the Post-90s Generation in 10,000 Words: No Brand Awareness, Selfishness and Self-Deprecation, Anti-Pretentiousness, Conservatism
After two years of reviewing numerous data reports and demographic descriptions about the post-90s generation, and having launched various products and campaigns targeting this consumer group, I'd like to share my perspective as an advertising professional. First, I must clarify that this age-based classification is unscientific and overly simplistic; even among post-90s, there are vast differences between children from elite families in Beijing, Shanghai, and Guangzhou and those from smaller cities. If age is the vertical axis, the horizontal axis should include education, family income, occupation, and other parameters to segment this generation more precisely.
赵圆圆The Breakout Path for Small and Medium Instant Noodle Enterprises!
Behind a company's development are people driving product upgrades; while you may not remember who drove the company's growth, you will remember the product that contributed to the company or industry. A company's development history is also its product upgrade process. If you break through at a certain price point in a certain stage, you achieve staged victory; if you break through at each product upgrade and different price points, you become a great company growing from small to large, from weak to strong. Everything depends on people, but behind a company's development are people driving product upgrades; you cannot remember who drove the company's development, but you will remember the product that contributed to the company or industry.
常建锋The Pitfall of the 10,000-Hour Rule: Most People Become Unemployed at 25, Then Collect 10 Years of Pension
This is not alarmism. We all prefer to believe the simple truth that practice makes perfect, and that diligent effort over a decade in a good job will make us experts, market darlings, and financially free. Unfortunately, ample evidence shows that for most professionals, after 10 years in the workplace, their professional skills are not much higher than they were at the start. In other words, after mastering basic workplace skills around age 25, even blind effort for another 10 years won't lead to qualitative improvement, let alone make you an authority in your field.
李少加The Future of Secondary Distributors: If Second-Hand Passers Face Transformation, Can Third-Hand Passers Escape?
A few years ago, our team assisted Hengan International Group, China's largest manufacturer of household paper and maternal and child hygiene products, in developing and implementing a 'Sales Management Transformation Project.' One key component was reorganizing the secondary distributor channel. In this book (From Trends to Action: The New Business Ecosystem of the Next Decade), we share three key principles: Transform, Stop, and Manage.
李政权Not Optimistic About the Future of These 8 Cities! A Red Line Divides China's Rich and Poor, Strong and Weak!
First, you must understand that, excluding policy and human factors, people and money are flowing eastward and southward. This is the general trend of China's future economy and population movement, with a line stretching from the potential central city of Shenyang in the north to potential central cities Xi'an, Chongqing, and Chengdu in the west. Where people and money gather, asset bubbles surge, making real estate more valuable, the economy more vibrant, and the city's future brighter. Following this trend, let's analyze which cities will be in an awkward position in the future: 1...
米公子Kantar's Yu Jian: Nearly 300 Million Young Consumers, Win Them Over from These Five Aspects...
In China, young consumers (aged 15-29) account for a quarter of the total population, with an absolute number exceeding 300 million, more than the U.S. population. They are a crucial consumer group for all marketers, as stated by Yu Jian, General Manager of Kantar Worldpanel China, in his speech titled 'Winning China's New Generation Consumers' at the FBIF2017 Food & Beverage Innovation Forum. The following is a summary of his speech: The food and beverage industry is undergoing structural changes driven by consumption upgrades, with declining retail traffic, rising e-commerce and convenience stores, and the need to attract young consumers through product categories, channels, occasions, communication, and promotion.
New DistributionDeep Report: Accelerating Price Hikes, Is the Condiment Industry Booming?
The condiment industry is showing positive development prospects with clear upgrade trends. After a challenging 2016, 2017 began with price increases and a recovery trend. Structural upgrades are evident as companies launch high-end products, and the high-end soy sauce market has significant growth potential.
New DistributionWhy Are Businesses Eyeing the Infant Drinking Water Market?
According to the National Bureau of Statistics' 2011 Sixth National Population Census, children aged 0-14 account for 16.60% of the population. With the full implementation of the two-child policy, many families are having more children, and the well-being of these one or two children is the future of three families. Parents are willing to spend more on education and also focus on ensuring their children's healthy growth through proper diet, including water. This has led to a growing market for specialized infant drinking water.
New DistributionInsights from Zhang Ruimin's Quotes on Enterprise Transformation and Retail Transformation
Zhang Ruimin is a highly admirable entrepreneur, not only for transforming Haier from a small enterprise into a world-class company, but also for his keen insight into the development of the internet society, which led him to transform Haier from a traditional manufacturing enterprise into an internet enterprise. Recently, I read Zhang Ruimin's views on the present and future, which are indeed thought-provoking. I would like to share my superficial understanding of the following viewpoints with you. Zhang Ruimin: Only small and micro companies can face market uncertainty and users' personalized needs...
鲍跃忠Signs of Major Shift in China's Beer Industry Landscape
According to Nikkei Chinese, restructuring trends in China's beer industry are strengthening again. Due to economic slowdown and other factors, the beer market has contracted for three consecutive years since peaking in 2013. With overseas players intensifying their攻势, top-ranked China Resources Beer and second-ranked Tsingtao Brewery are seeing persistent weak performance. Amid no signs of recovery, merger and acquisition speculation centered on CR Beer and Tsingtao has emerged. In the world's largest beer market, a new restructuring drama may be about to unfold.
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