TOPIC ARCHIVE

Consumer & Categories articles

新消费/品类

Browse 1957 New Distribution articles about Consumer & Categories.

Published articles

1957 articles · Page 25 of 82

Consumer & Categories

Entering the Prepared Food Industry: Beware of Dying on the Supply Chain

The prepared food (pre-made dishes) market is highly attractive, with a market size exceeding 300 billion yuan and projected to surpass one trillion yuan by 2026. However, the industry faces homogenization, and supply chain capabilities are crucial for long-term competitiveness, as they determine cost-effectiveness, freshness, and adaptability.

FBIF
Consumer & Categories

As a Systems Engineering Endeavor, What Has Aerospace Brought to the Instant Noodle Industry?

In 2022, another 'big year for aerospace,' the Long March 2F Y15 rocket carrying the Shenzhou-15 crewed spacecraft launched precisely on schedule from the Jiuquan Satellite Launch Center, successfully entering its intended orbit, marking another major step forward in China's journey to build its space station. Meanwhile, Master Kong, a long-time partner of China's aerospace program, has once again drawn widespread attention for its years of dedicated investment. Amid fluctuating consumption and increasingly refined demand, instant noodles are facing challenges from new competitors such as food delivery and pre-prepared dishes.

快消君
Capital, Earnings & M&A

Leisure Snack Track: Entering Three 'Competition Points'?

The leisure snack industry is entering a new inflection point, presenting both challenges and opportunities for overtaking on curves. Recently, Q3 reports from Three Squirrels, Qiaqia Food, Bestore, Lai Yifen, and Yanjin Shop have been released, showing overall improvement, with Bestore stable and Three Squirrels declining. The focus should be on strategic layout and effectiveness, with omnichannel presence, segmented consumption scenarios, and supply chain upgrades becoming key competitive factors.

零售商业评论
Capital, Earnings & M&A

Dyeing White: Is Beer Moving from Stock Competition to Incremental Competition?

Baijiu is becoming the second growth curve for beer companies, with 'dyeing white' emerging as a new trend in diversification. China Resources Snow Breweries has led the way by acquiring several major baijiu producers, breaking the boundaries between beer and baijiu.

学卖酒,看微酒
Consumer & Categories

Channel Strategy Without Execution: How Can There Be Channel Competitiveness?

Channel competitiveness is a core asset for FMCG companies. This article discusses ten key considerations in channel strategy, including channel definition, SKU matching, channel prioritization, coverage requirements, execution standards, territory planning, visit planning, outlet rating, market mapping, and channel performance forecasting.

高级研究员 海游
Brand Marketing

Why Do Many New Consumer Brands Fail Offline?

In specific scenarios, whoever solves the consumer's problem becomes their first choice. Many new consumer brands that thrived online are struggling offline due to different underlying logic and the complexity of offline operations.

周群
Brand Marketing

Coconut Juice Track: Can Break Out, but Hard to Break Regional Bottlenecks

Have you ever drunk a coconut juice called Special Forces? For this question, people from different places will give completely opposite answers. At a banquet in Jiangsu, a friend told me that locals only choose Special Forces for coconut juice. Compared to Coconut Palm coconut juice, which created the category in 1988, Special Forces coconut juice appeared twenty years later. But in terms of revenue, Special Forces is second only to Coconut Palm; in 2016, its sales in Jiangsu Province alone reached 1 billion yuan. This makes one curious: in the coconut juice market where Coconut Palm firmly holds the leading position and the pattern is relatively solidified, how does Special Forces take root and become the synonym for regional coconut juice? As a microcosm, what opportunities and difficulties does Special Forces reflect in the coconut juice track? (Note: Special Forces coconut juice has now been renamed SUSA; this article continues to use Special Forces.)

湃动研究院
Consumer & Categories

The Trillion-Yuan Beverage Market Is Surging: Are There Still Big Opportunities in Small Categories?

Catching the right trend and choosing a highly differentiated small category makes it easier to survive in the fiercely competitive beverage market. China's non-alcoholic ready-to-drink (NARTD) market is a trillion-yuan market, large and steadily growing, attracting many players and creating many wealth myths over the years.

沙华
Capital, Earnings & M&A

Prepared Dishes Are Not a Savior

In August this year, in a warehouse in Linping District, Hangzhou, boxes of boiled soy sauce and pickled fish packets were neatly stacked in a temperature-controlled assembly workshop, their fate hanging in the balance. "Qudian is no longer doing prepared dishes," the warehouse manager told Ebrun Power. This year, they built a low-temperature warehouse to pack and assemble Qudian's prepared dish kits and side dishes, which were then delivered to consumers by courier. But soon, this cooperation ended with Luo Min clearing his Douyin account. On the C-end prepared dishes table, another player has left the game, but more players are quickly filling the gap.

陈凯乐
Consumer & Categories

How Long Can Domestic Craft Beer Stay Hot?

As work drains energy, young people turn to coffee in the morning and bars after work, seeking a pleasant buzz. Just as they've moved from instant to specialty coffee, they're now exploring craft beers for a better drinking experience. With unique flavors and higher prices, craft beer is gaining popularity, but how long will this trend last?

公开课白小哲
Consumer & Categories

After the Storm, Will Haitian Fall from Grace?

In October, a wave of food safety issues spread online, affecting everything from food and beverages to condiments. Haitian Weiye was repeatedly trending due to 'Hextech' and accusations of 'double standards.' Now that the truth is out and the heat is fading, this incident has undoubtedly dealt a heavy blow to Haitian. This article discusses what changes the condiment industry will face after this crisis and whether Haitian will fall from its pedestal.

赵胜男
Consumer & Categories

Snacks Are Undergoing Structural Changes: Hard Discount, Community Retail, Category Killers

The price reduction space for snack discount stores is related to the category characteristics of snacks themselves (category without brand, small items, low average transaction value, long tail, severe homogenization, etc.), as well as the market space left by the choices of previous representative snack channels during the consumption upgrade wave of the past decade or so. Under new market conditions (mature community formats, supply chains pursuing extreme efficiency, complete chain franchise infrastructure), the single-store model and business model have been reshaped. In recent years, snack discount chain stores have clearly increased in number. Snacks are very busy, snack preferred, neighbor food magic, snack youming, lock flavor, Dai Yonghong, snack warehouse, snack workshop, etc. They have opened from new first-tier cities to fifth-tier cities, rooted in communities at extremely low prices, opening hundreds or thousands of stores a year, making snack stores a rare offline format that is still rapidly expanding in the current market environment.

窄播出品
Consumer & Categories

Business Wisdom in Specific Scenarios

Reflecting on a National Day holiday, the author identifies a common thread among three seemingly unrelated business models: hangover drinks in restaurants, specialty yogurt in scenic areas, and cultural creative ice cream at tourist sites. Each thrives by leveraging specific consumption scenarios, targeting hidden markets, and seizing opportunities in untapped market spaces.

湃动研究院
Consumer & Categories

JD Big Data: Domestic Coffee and Others Become 10 Benchmark New Consumption Categories; Wo Xiaoya and Others Become 30 Benchmark New Consumption Brands

During JD 11.11, JD Supermarket and JD Consumption and Industry Research Institute released the '2022 New Consumption Brand Research Report for FMCG and Fresh Food'. The report identifies 10 benchmark categories and 30 benchmark brands based on sales and user data, with repurchase rate as a key driver for high growth.

New Distribution
Consumer & Categories

Tsingtao Beer Fights Again in Double 11, How Did It Achieve Top Rankings on Multiple Platforms?

In the just-concluded Double 11 shopping festival, Tsingtao Beer once again delivered satisfactory results. During the off-season for beer sales, how did Tsingtao Beer maintain steady growth?

青山依旧
Capital, Earnings & M&A

From Niche to Mainstream: OATLY Makes a Stunning Appearance at the 106th National Sugar and Wine Fair

OATLY's path is becoming increasingly smooth. Founded in 1994, OATLY was unknown for its first 20 years. According to Statista, OATLY's sales in 2012 were only 269 million Swedish kronor (about $28 million); in 2019, financial reports showed OATLY's revenue was $204 million, and in 2020 revenue doubled to $421 million, with products sold in over 60,000 retail stores and 30,000 coffee shops across more than 20 countries and regions. In fact, OATLY originated in Sweden and entered China in 2018, then rapidly rose to become a hot "star" brand in just about four years, completing its transformation from 0 to 1. From being unknown to widely recognized, OATLY is appearing more frequently in public. On November 10, the 106th National Sugar and Wine Fair officially opened, and OATLY, as a representative brand of oat milk, made a grand appearance at this large-scale and authoritative industry exhibition, conveying to consumers a desire for a better life and a healthy, balanced, and sustainable lifestyle.

沙华
Consumer & Categories

Lu Xiuqiong: New Consumption Cools Down, 'True Consumption' Returns

Lu Xiuqiong, Global Expert Partner at Bain & Company and former CMO of Coca-Cola China, Korea and Mongolia, argues that the era of new consumption is giving way to true consumption. She emphasizes shifting from a To VC mindset to a To C mindset, focusing on long-term consumer value, self-sustaining growth, and building a solid foundation. The article outlines strategies for creating core products, strengthening channels, and developing management systems to navigate market cycles.

混沌学园
Consumer & Categories

Putting Specialty Coffee in a Can: Nongfu Spring's Tan Bing May Reshape the Ready-to-Drink Coffee Landscape

In recent years, traditional coffee giants and emerging coffee brands in China have been intensifying their efforts in ready-to-drink (RTD) coffee. The current consumer and industry trends mirror the trajectory of Japan's RTD coffee market before its boom, which saw a wave of instant and freshly brewed coffee adoption, followed by a phase where various RTD coffee brands compete for market share through different positioning and strategies. However, in stark contrast to the heated competition fueled by capital and major players, few brands emphasize coffee bean origin, instead relying on instant coffee powder or flavorings to compensate for bean quality. This counterproductive approach has left the RTD coffee market without standout products. Recently, Food Board noticed on Xiaohongshu that many consumers are praising Nongfu Spring's Tan Bing brand Yirgacheffe canned coffee. Sold exclusively at Sam's Club, this coffee quickly became a 'treasure list' item among Sam's enthusiasts, sparking a buying frenzy. Many coffee lovers have commented that it replicates the taste of freshly ground coffee, hailing it as the 'ceiling' of canned coffee.

食品板
Consumer & Categories

The New World of Chinese Beer

At the 7th China FMCG Channel Innovation Conference held in Chengdu from November 3-5, 2022, Hou Xiaohai, CEO of China Resources Beer and Chairman of China Resources Snow Breweries, delivered a keynote speech on why Snow Beer underwent transformation and the concept of the 'New World' of beer. He outlined the major changes in consumption, venues, products, and pricing, and emphasized the need for companies to adapt to the new era.

侯孝海
Consumer & Categories

International Dairy Giant Arla Invites You to Create a New Future Together!

In recent years, as health awareness has increased, dairy products as a source of high-quality protein have gained recognition from more consumers. Data from the China Dairy Association shows that per capita dairy consumption in China reached 42.3 kg in 2021, up 36.3% from 31.1 kg in 2012. With rising consumption levels, many consumers are demanding higher quality dairy, shifting from simply having milk to drinking good milk. This market change is driving continuous upgrades in dairy product structure, making organic milk with comprehensive nutrition and safe, pollution-free sources a target for many distributors.

New Distribution
Consumer & Categories

Will Pre-made Dishes Become a New Business Growth Point for Condiment Companies?

The FMCG market has been significantly impacted by the global pandemic, leading to the decline of many companies, but in the business world, decline is always accompanied by rise. Pre-made dishes have emerged as a dark horse in this environment. According to data from the China Chain Store & Franchise Association, during the 2020 pandemic, over 90% of chain restaurant companies began selling semi-finished and pre-packaged foods to alleviate cash flow pressure from suspended dine-in services and digest inventory from the Spring Festival peak season. The pandemic has driven new consumption scenarios, accelerating the growth of pre-made dish sales. According to the '2021-2022 China Pre-made Dishes Industry Development Report', the market size exceeded 300 billion yuan in 2021, with sales growing 16 times year-on-year. This has attracted upstream and downstream companies to enter the market, including major condiment companies.

赵胜男
Consumer & Categories

Genki Forest, Escaping from Sparkling Water

Genki Forest is facing challenges from beverage giants, with its revenue growth slowing and its sparkling water product reaching a bottleneck. The company has invested in 11 projects in two years and is expanding into new categories and channels to find a second growth curve.

成如梦
Consumer & Categories

The Coffee Industry Breakout: A Multinational and Yunnan Coffee Beans' 34 Years

On August 5, the opening day, these men and women had to wait 30 minutes outside the store, and another 20 minutes inside before getting a cup of Blue Bottle coffee. In Shanghai's Jing'an Kerry Centre, adjacent to the resplendent Jing'an Temple and amidst one of the densest areas of high-end department stores, Nestlé's Blue Bottle opened its second store in mainland China. Outside, young people continuously came to check in, also attracting some fashionably dressed elderly Shanghainese-speaking aunties and uncles. Just as they had previously rushed to new popular stores in the 'Jufuchang' area, the city's trend scouts would not miss this coffee brand that values store environment.

孙行之
Capital, Earnings & M&A

Snack Industry Battle Reignites: Old Internet Celebrities Hit Bottlenecks, New Ones Grab Market

Qiaqia Food once mentioned at a promotional event that the worse the economy, the more snacks are needed to relieve stress. From White Rabbit, Uni-President, and Want Want in the early 1990s to Bestore, Three Squirrels, and Lai Yifen in the 21st century, China's snack industry has evolved over three decades. Now, new-style roasted nuts have become the new favorite, with Xueji Roasted Nuts recently completing a 600 million yuan Series A round funded by Meituan Longzhu and Qicheng Capital.

王慧莹