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Consumer & Categories

Fruit Stores: A New Frontier for Snack Sales

Fruit stores are emerging as a new sales channel for snacks, beverages, and ice cream, attracting brand attention. One fruit store owner reported that raw chocolate ice cream was his best-selling product last month, while another noted that adding beverages and water increased foot traffic and fruit purchase frequency. Snacks have entered fruit stores in three stages: bulk roasted goods, pre-packaged nuts, and full-category snacks.

全食在线
Consumer & Categories

I Quit My Job to Open a Snack Store and Lost My Shirt

In my neighborhood, there was once a street known as 'Milk Tea Street,' lined with milk tea shops that opened and closed in succession. This year, I noticed that several snack stores had suddenly appeared in their place. Indeed, many snack stores have been popping up like mushrooms recently. Searching for 'snack collection stores' on social platforms like Xiaohongshu and Douyin reveals rows of brightly colored, neatly arranged shelves. Netizens in the comments are hotly debating: 'Is it worth it?', 'Is it reliable?', 'Can it make money?'...

小肥良
Brand Marketing

C'estbon as the Official Drinking Water of the Chinese National Team: What Does It Mean in the Channel?

Recently, New Distribution visited a distributor in Guangzhou, where trucks were constantly coming and going, and dozens of employees were busy loading and unloading goods. The distributor said that among the over 1,000 mom-and-pop stores he serves, C'estbon is the best-selling drinking water brand, with consistent growth year after year. Why C'estbon? New Distribution observed that C'estbon has frequently appeared at various competitions of national team athletes in recent years, and through long-term support of the Chinese national team, it has continuously shaped the joint brand image of 'Chinese National Team × C'estbon'. This year, C'estbon updated its brand proposition to 'Official Drinking Water of the Chinese National Team'.

田静
Brand Marketing

Ailingshi Takes Control of Local Chengdu Brand, Snack Retail Industry Enters Merger and Integration Mode

On August 9, 2023, Ailingshi, a snack retail chain based in Changsha, announced it had taken control of the local Chengdu snack retail chain Konglongheteddy, bringing its store count in Chengdu to over 300 and in Sichuan to over 350, making it the second-largest local snack retail brand in Sichuan. On the same day, Snacks Busy announced a strategic investment of tens of millions of yuan in Qiahuopuzi, and the two will jointly consolidate advantageous regions and develop the national market. This signals that the snack retail industry has entered a phase of merger and integration as competition intensifies.

任文青Andy
Consumer & Categories

The Midfield Battle of Chinese Ice Cream

From the fragmented early market dominated by local brands like Guangming, Beibingyang, and Wuyang, to the market elevation driven by foreign brands such as Wall's and Nestlé, and then to the core market control by Yili and Mengniu leveraging raw materials, channels, and brand advantages, Chinese ice cream has completed its first half. The 'ice cream assassin' Zhong Xue Gao stirred the waters, bringing an opportunity for comprehensive premiumization of local brands and ushering in the second half of the Chinese ice cream market. Now, industry pillars like Yili and Mengniu are moving upward, while Zhong Xue Gao, caught in the middle, is testing downward, and more new players are entering the fray, with foreign brands also staying to seek new opportunities.

陈晓京
Brand Marketing

Betting on Niche Tracks: Can Snack Giants Rely on Sub-Brands to Weather the Storm?

AgeClub explores the 'second growth curve' for snack giants like Liangpin Shop, which has launched sub-brands such as 'Xiaoshixian' for children and 'Jie Tangyou' for diabetics. Despite the trend among major players like Be & Cheery and Three Squirrels to expand into niche sub-brands, most have seen limited success, raising the question of whether these sub-brands can help them overcome growth challenges.

大可
Consumer & Categories

The True Battlefield of Snack Hard Discount

The article analyzes the landscape and trends of the snack hard discount industry, highlighting three key trends: southern core cities are saturated and now in a cross-attack phase, top players are accelerating into northern markets, and the validation of northern store models by year-end will determine expansion. It argues that the real competition lies not in visible storefront battles but in systemic capabilities: front-end operations, back-end supply chain efficiency, and product selection, emphasizing that scale equals efficiency and that the industry is a true efficiency revolution.

任文青Andy
Brand Marketing

Why Did the 1-Yuan Bottled Water Disappear?

In the bottled water industry, those who are better at creating concepts and inventing new demands are more likely to stand out. This article explores how brands use marketing tactics to sell water at higher prices, from inventing new categories like 'natural water' to creating niche products like 'baby water' and 'specialty water for tea brewing.'

IC实验室
Consumer & Categories

The Fifty-Year Rise and Fall of Japan's Prepared Food Industry: China's C-End Rise Still Needs Time

China's prepared food market resembles Japan's in the 1990s, with penetration rates of 10%-15%. While Japan's B-end market declined after the 1997 economic crisis, C-end demand grew, leading to a balanced market. China's market is still B-end dominated, with cultural, price, infrastructure, and channel differences limiting C-end growth.

怜舟
Brand Marketing

Snacks Are Busy Becomes Yanjin Puzi's Largest Customer, Brand Owners Collectively Enter Channel Transformation!

With the rapid development of bulk snack stores, the future market landscape will continue to evolve. Recently, financial reports from companies like Yanjin Puzi and Ganyuan Foods have been released, and according to market sources, Snacks Are Busy has become Yanjin Puzi's largest system customer! In recent years, channel evolution has given rise to the new bulk snack channel, and cooperation between established snack companies and emerging snack channel operators has become a focus of external attention. One side needs channel layout, the other needs brand traffic, and as this channel continues to expand, brand owners will inevitably pay more attention to it and actively embrace it.

勾勾
Consumer & Categories

The Salt-Reduction Trend in Condiments: Opportunities and Challenges Coexist!

The global health awakening has heightened consumer awareness, driving the condiment industry to innovate with reduced-salt products. While competition intensifies among leading brands, opportunities abound for those that balance taste with health and nutrition.

何雯
Capital, Earnings & M&A

A Tale of Two Extremes: The Brutal Business of Pre-Made Dishes

The pre-made dish industry, a trillion-yuan market with vast potential, is experiencing a boom-and-bust cycle. While giants like Hema, Dingdong, and Qian Dama are entering the sector, many early players have already failed, highlighting the industry's brutal realities.

湃动研究院
Consumer & Categories

Sales of Large-Format Beverages Up 200% Year-on-Year

This summer, large-format beverages have seen a surge in sales, with one distributor reporting a 200% year-on-year increase. The trend is driven by factors such as extreme heat, the recovery of the banquet market, and strategic pricing that offers better value to consumers.

王庆丰
Consumer & Categories

Aspartame in Another 'Cancer Scare': Will It Be Abandoned?

The article discusses the recent WHO/IARC assessment on aspartame, which classified it as 'possibly carcinogenic to humans' while reaffirming the acceptable daily intake. It analyzes the risks and benefits of aspartame, the competitive dynamics in the sweetener market, and whether aspartame will be replaced, concluding that while consumer awareness is rising, aspartame's cost and taste advantages may keep it in use for now.

田静
Consumer & Categories

Consumption Has Not Downgraded; It's Just a Lack of Scenes to Awaken Desire

Liu Chunxiong comments: 1. While many debate consumption downgrade versus upgrade, few notice that consumption frequency has been declining since 2013. 2. The decline is due to a drop in consumption desire, which is unrelated to purchasing power. 3. The concept of 'scene' is valued because 'scenes create demand' and can awaken consumption desire. 4. Scene-oriented marketing may replace user-oriented marketing. As China's consumer market changes, if you're watching 2023, you'll see that consumption hasn't weakened; it's just that consumer needs have shifted.

全食在线
Consumer & Categories

Low-Temperature Yogurt 'Kicks Over' New Tea Drinks

This summer, which 'assassin' has hurt you again? If ice cream assassins dominated convenience store freezers last summer, this year yogurt has undoubtedly become a 'price bandit,' emptying young people's wallets in minutes. On supermarket shelves, low-temperature yogurt with no additives and simple ingredient lists commands higher prices than eight-cup fruit yogurt, with single cups often priced above 5 yuan; in commercial street shops, freshly made yogurt with added hyaluronic acid and anthocyanins can cost 30-40 yuan per cup. Why can new-style yogurt sell so expensively? As new tea drinks become increasingly competitive and brands cut prices, will low-temperature yogurt follow the same path?

冯羽
Capital, Earnings & M&A

The Trillion-Yuan Pre-Made Food Industry: How Much Do Investors Love It?

The pre-made food industry has recently become a hot topic again, with Hema announcing it would make pre-made dishes a first-level department and Gouquan Food preparing for a Hong Kong IPO. Many regions are also pushing the industry, but the definition of pre-made food remains vague, and its development faces both opportunities and challenges.

IC实验室
Consumer & Categories

Strategies and Transformations of Daily Chemical Distributors

In the new consumption era compounded by the post-pandemic period, daily chemical distributors face immense pressure and are undergoing transformation and upgrading. There is no one-size-fits-all formula, but by learning from others' successes and adapting to one's own reality, distributors can find a new starting point for development. The key is to follow trends and adapt appropriately for efficient and effective transformation.

程英奇
Consumer & Categories

The Frenzied Goat Milk Market Is Far from a Bull Market

The rapid growth of goat milk in recent years has raised market expectations, leading to continuous expansion of upstream production capacity, while downstream consumption has been lackluster over the past three years, unable to absorb the large volume of upstream supply. The imbalance between supply and demand, coupled with price wars, has led to a rapid spread of price cuts. The goat milk powder market has already seen a wave of price reductions, and industry insiders predict that the price war will be difficult to curb in the short term, with this year being a cold winter period.

青翎
Consumer & Categories

After 6 Years in Trade, Annual Sales of 1 Billion, Covering 15,000 Local Small Shops: The Development History of Jiayun Yunshi

This article introduces Jiayun Yunshi, a distributor in Xi'an that achieved annual sales of 1 billion yuan within six years of founding, covering over 15,000 mom-and-pop stores with 6,000 SKUs. Founder Fan Qi shares the company's business model, operational principles, and philosophy of doing 'one meter wide and ten thousand meters deep' in local supply chain services.

袁来
Brand Marketing

The Long Road to the C-end Market for Plant-Based Milk

After a surge in popularity, the plant-based beverage sector has entered a slow development phase. OATLY's 2022 financial report showed losses and CEO changes, while emerging oat milk brands have gone quiet in the media and entered discount food stores. Meanwhile, coconut-based brands like Finomare have saturated the tea and coffee markets and are competing fiercely in the C-end retail space.

钱洛滢
Consumer & Categories

Eighteen Years After Losing Everything in Futures Trading, She Made Premium Beer the Regional No. 1

A former accountant who went bankrupt speculating in sugar futures in 2004 started a beer distribution business from scratch, eventually becoming the top seller of premium beer in her region by transforming her traditional wholesale model into a direct-to-retail operation.

陈思廷
Consumer & Categories

Dayao Big Soda: The Story Beyond 3 Billion

As summer arrives, the atmosphere of the season is officially here. Night markets are bustling with烟火, and the summer night essentials include crayfish, barbecue, and that indispensable sip of coolness. This coolness isn't just about ice-cold beer; it also includes carbonated drinks that go 'pop' when opened and fizz in the mouth. In China's beverage market, besides the fierce competition in coffee and milk tea, the battle among domestic carbonated drinks, often described as 'one soda per city,' is heating up with the temperature. However, looking back at the past few decades, the domestic carbonated drink market hasn't always been as diverse as it is today, and its development has not been smooth sailing.

趋势君
Consumer & Categories

A Comprehensive Analysis of the Snack Chain 'Jianghu Landscape'

This article provides an in-depth analysis of the snack chain industry, covering its evolution, overseas benchmarks, market potential, brand landscape, single-store models, competitive dynamics, key thresholds, and impacts on brand owners, concluding that the industry is entering a high-growth phase with significant opportunities.

任小东