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Browse 1957 New Distribution articles about Consumer & Categories.
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1957 articles · Page 17 of 82
Baijiu Industry in 2023: The Trouble of 'Inventory'
The Chinese baijiu industry faced significant inventory challenges in 2023, leading to price inversions and postponed expos. Companies employed various strategies like supply control and marketing to destock, with mixed results as the industry transitions from active to passive inventory reduction.
KyraFormer 'Drink King' Trying to Regain Glory by Selling Shares?
As the former 'No.1 national brand', Jianlibao has faced repeated setbacks in recent years and has now resorted to selling shares again. According to announcements, Hong Kong-listed Tianyun International will subscribe to 9.18% of Jianlibao Asia's shares for RMB 300 million. Selling shares is clearly to survive, but can the former national drink return to its peak in this changed market?
王晖“Don't Mention New Consumption to Me Anymore”
Li Yang, an investor in consumer direct investment at a fund of funds, is frequently asked whether he still invests in new consumption. He responds with resignation, saying there is nothing left to discuss about new consumption. The article traces the rise and fall of new consumption brands from 2019 to 2021, highlighting the capital frenzy, subsequent downturn, and the challenges faced by entrepreneurs like Wang Yang, who struggled with financing and strategic pivots. It concludes that while the sector has cooled, consumerism remains a fundamental need, and the path for investors and entrepreneurs is now more difficult.
晴山The Next Decade of China's Beverage Market
China's beverage market, after years of rapid growth, hit a turning point in 2016 and entered a phase of slower expansion. According to Euromonitor International, the soft drink market's compound annual growth rate from 1997 to 2022 was 10.83%, reaching 583.159 billion yuan in 2022. However, growth slowed post-2016, reflecting broader economic trends. The next decade will see a market expansion of one-third, with nearly 200 billion yuan in incremental space, driven by categories like sugar-free tea, ready-to-drink coffee, and functional beverages, alongside channel and consumer shifts.
FBIFInstant Hit: Jinmailang's "Green Beef" Noodles Swim Against the Tide
A city distributor sold 10,000 units of Jinmailang's zero-fried noodles in a single month, while a county-level distributor moved 1,000 units monthly. The viral Douyin trend for banmian (board noodles) is part of Jinmailang's "0-Fried Healthy Noodles" series, now in short supply online and offline. Amid post-pandemic sales declines, Jinmailang's Lanfanfan zero-fried line is bucking the trend, backed by 20 years of R&D and a bold green packaging strategy.
AmySnack Discount Stores in County Towns: Undercurrents Surging
Like a spring breeze overnight, snack discount stores have densely appeared on streets and alleys. Lin Ming (pseudonym), a resident of a fifth-tier small county town, recently found several such stores near his home, including two 'Snacks Very Busy' outlets. These stores are more fashionable than ordinary convenience stores and offer lower prices: a bottle of cola sells for 3 yuan in supermarkets but only 2.4 yuan at 'Snacks Very Busy'; a bottle of water priced at 2 yuan in convenience stores costs just 1.2 yuan at 'Zhao Yiming Snacks'. Overall, products in snack discount stores are mostly 20-30% cheaper than in regular supermarkets.
竹铭Oriental Leaf Makes a Comeback, China's Richest Man Rakes It In
The taste of tea hasn't changed; it's consumers' mindset and palate that have evolved. A beverage distributor told me that Oriental Leaf is the only brand that's truly hot, with people seeking it out rather than the other way around. After researching its history, I concluded that the only long-termism in the world is having money.
IC实验室How Did These Discount Store Franchisees Lose Their Money?
As the hottest retail format of 2023, hard discount has indeed attracted attention. New Distribution has always believed that the discount model will be one of the important retail models in the future. At the same time, we also note that 'low price' is the most impactful competitive means in current retail competition, but the skill of 'making money with low prices' is not easy to master. In a new business form, a large proportion of the first wave of pioneers often become martyrs. The purpose of this article is to remind brand owners, distributors, and discount store franchisees not to only see the opportunities of the hard discount trend, but also to be aware of its huge traps at this stage.
陈思廷Solidifying Channels and Holding the Market, Genki Forest Is Growing into a Forest
Genki Forest's official WeChat account describes itself as 'from a seed to a forest.' Indeed, born in 2016, Genki is striding forward from a seed to a forest, and industry evaluations are becoming more favorable: Genki Forest is one of the few new consumer brands that has successfully transitioned from online to offline, solidified its channels, and held its market. The company has done two things right: it proposed the slogan 'reduce costs, increase efficiency, all in on sales,' unprecedentedly valuing distributors and co-building the market with them; and it continues to innovate in category dividends...
田静Is the Condiment Industry Really Stagnating?
Recent Q3 financial reports from major listed companies show that half of the top ten condiment companies experienced declines in both revenue and net profit. However, industry experts argue that high inventory levels and performance declines do not necessarily indicate a stagnant market, as the overall condiment market remains stable and is evolving towards healthier, zero-additive trends.
何雯Snack Discount Stores: Flooring the Accelerator, Beware of Overturning!
The author, an investor and participant in the discount retail sector since 2021, warns that the rapid expansion of snack discount stores, characterized by excessive store openings and price wars, is unsustainable and harmful to the industry. He calls for a shift towards long-term, quality-focused development.
老谭聊连锁Snack Discount Stores: How Many Can Survive 2024?
The underlying logic behind the discount store boom: hard discount is not new, but why did it explode in 2023? Who is making money and who is losing in the hard discount model that emphasizes quality, low prices, and no tricks? After B2B and community group buying ended in chaos, will hard discount enter the same fate in 2024? Is it worth manufacturers embracing hard discount? To answer these questions, we must first understand the essence of hard discount, why it exists, and why it became popular. This is not a theoretical question; understanding it is crucial. We...
陈思廷The Snack Discount Format at the Forefront: A Prelude to China's Discount Retail Wave
As many readers of New Distribution are distributors, this article offers insights from an investor and researcher's perspective on hot topics: why snack discount stores are booming, whether they are a passing fad, the essence of discount formats, and industry evolution. With nearly 20,000 snack discount stores nationwide, they have disrupted existing distribution systems, causing many distributors' sales to decline sharply. During my visits to third- to fifth-tier cities, the first question I often hear is whether to franchise a snack discount store.
戚特How Should FMCG Manufacturers Respond to the Impact of Snack Discount Stores on the Channel System?
From a distributor's perspective, the rise of snack discount stores is a product of changing times, reflecting the shift from manufacturer-led to consumer-led markets. Manufacturers must adapt by supporting regional brand chains and avoiding the trap of involution, as these discount channels become an unavoidable force.
于秀伟What Industry Trends Does This International Food & Beverage Event Reveal?
2023 is a year of recovery for the consumer goods market. As the industry enters a 'new world' characterized by quality and health, the 26th FHC Shanghai Global Food Trade Show highlighted key trends including the home-use of pre-made dishes, new consumption scenarios, high-quality and healthy products, and a resurgence in the cold chain equipment sector.
田静This Generation of Consumers Turns Its Back on Carbonated Drinks
The carbonated beverage market, which has seen steady growth for decades, is facing a downturn in 2023 due to slowing demand, health concerns, and changing consumer preferences. To break through, brands must innovate with low-sugar and functional products, adopt diverse marketing strategies, and adapt to new distribution channels.
李佳蔓Tang Guangliang of Ailingshi: Discount snack stores are not a 'cutting leeks' model, but will achieve a chain of 10,000 stores
Discount snack stores will not disappear within the next decade, as they are becoming an indispensable part of daily life. Despite concerns about 'cutting leeks', high closure rates, and low margins, the model has the potential for a 10,000-store chain, with supply chain optimization and the continued value of distributors.
爱零食Zhong Xuegao and Others Are Revealing Their True Colors...
For a time, investors favored consumer brands, but the logic has shifted. Zhong Xuegao, once hugely popular, is now embroiled in a wage arrears scandal, signaling its decline. The new consumer trend is 'consumption downgrading,' where affordability is key, as seen with Luckin Coffee, Manner, and Pinduoduo. Companies must adapt to this reality or face elimination.
凤来仪Jinduoduo Food Group: World's Top 100 Confectionery Company Co-creating a New Candy Market with You
Human society has quietly transitioned from the information age to the VUCA era, and China's economy has fully entered a phase of low growth. Amid the health trend, consumers increasingly emphasize less sugar, reduced sugar, or even sugar-free diets. Despite this sugar-reduction trend posing a major obstacle to confectionery companies, Jinduoduo Food, founded nearly 19 years ago, has bucked the trend, expanding its global market share and becoming a leading Chinese candy exporter, with products sold in over 50 countries and regions, and being the only mainland Chinese brand on Candy Industry's '2023 Global Top 100 Confectionery Companies' list.
金多多食品集团County Town Snack Discount Stores: Fast Rise, Fast Fall, Declining from Day One
Snack discount stores, marketed as low-priced and affordable, have become the top trend in county towns. Wang Shuo, who has lived in a fourth-tier city for over thirty years, suddenly finds his town transformed into a maze of Zhao Yiming Snacks, with two stores on his 2-kilometer commute. Despite the bustling crowds and his initial interest in franchising, a nearby store's "for lease" sign snaps him back to reality, highlighting that while everyone says these stores are profitable, not everyone can succeed. The article also details the struggles of a husband-and-wife shop owner facing competition from a Tang Chao store, a cashier at a Snacks Busy franchise dealing with low pay and high workload, and a mother frustrated by her daughter's obsession with a Snacks Youming store, all illustrating the rapid rise and fall of these discount stores in county towns.
五环外事务所Li Ke: Ten Insights into the Second Half of New Consumer Products
Layoffs, store closures, capital retreat... 2022 has been bleak for new consumer brands. As the industry enters its second half, it has shifted from wild growth to a period of transformation. In Li Ke's view, despite market uncertainties, new consumer products remain a star in the night sky and a glimmer in the darkness. No winter lasts forever; as the烟火气 (vitality) returns, new consumer products are poised to rise from the trough. At the 5th China FMCG Conference, we were honored to have Mr. Li Ke...
李克Bestore Exits Zhao Yiming, but the Battle for Bulk Snacks Is Far from Over
Bestore invested 45 million yuan and earned 60 million yuan in half a year, exiting its investment in bulk snack brand Zhao Yiming quickly. This short-term, high-return investment highlights the still-hot bulk snack track. Exiting Zhao Yiming does not mean Bestore is giving up on the bulk snack sector; its incubated brand 'Snack Wanjia' has taken shape, focusing on its home market in Hubei with plans to open 500 stores this year. In just a few years, major bulk snack brands, backed by capital, have been rapidly expanding nationwide through franchising, with leading players surpassing 1,000 stores each. Yet, no national leader has truly emerged, and the war over affordable snacks is far from over.
任建新China Resources Beer's Hou Xiaohai Exclusive: Rebuilding Enterprise Capabilities to Create a New FMCG World
At the 5th China FMCG Conference and 1st China FMCG Distributor Conference, Hou Xiaohai, Chairman of China Resources Beer, shared insights on rebuilding enterprise capabilities in the new world, drawing from CR Beer's transformations and strategies. He emphasized the need to adapt to a fundamentally changed consumer landscape.
侯孝海Weilong Launches New 'Little Witch' Konjac Vegan Tripe, Stirring Up a New Trend in the Konjac Products Track!
As a pioneer in the konjac snack category, Weilong continues to lead the new trend in konjac leisure snacks. The leisure snack industry is undergoing an unprecedented revolution, with channel changes at the forefront, followed by supply chain transformations driven by these channels.
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