TOPIC ARCHIVE
Consumer & Categories articles
新消费/品类
Browse 1957 New Distribution articles about Consumer & Categories.
Published articles
1957 articles · Page 26 of 82
How to Surpass Red Bull?
01 Is Red Bull unbeatable? Recently, while chatting with a friend in the beverage industry, he shared his view that after years of observation, Red Bull is truly the ceiling of functional drinks and the absolute hard currency in the beverage market. Despite the fierce competition between Huabin and Tians, it seems almost impossible for outsiders to break into this market. Is that really the case? This sparked some thoughts in me: There are many new consumer entrepreneurs making tea, sparkling water, and soda, but why hasn't a new consumer brand emerged in functional drinks? The innovation capability of Genki Forest...
赵波Methodology for Capturing Category Share in Modern Trade Stores
Despite declining offline foot traffic, offline channels remain crucial. To maintain and grow share, FMCG companies must focus on professional management of key accounts. This article, part of a series by New Distribution with former Coca-Cola China executive Cao Yang, explains why sales teams neglect share, outlines general methods to capture share, and highlights three key points: professionalism, control, and balance.
曹扬Geoffrey CaoWhy Have the 'Internet-Famous Milk' Brands from Your Hometown All Disappeared?
Kedi Dairy, a once-popular 'internet-famous milk' brand from Henan, has entered bankruptcy reorganization. The company, which was delisted from the A-share market, received a court ruling on September 9 to accept the reorganization application. This article explores the rise and fall of Kedi Dairy and the broader challenges facing regional dairy companies in China.
欧锦Who Wants to Replace Yili and Mengniu?
In the life of consumer Amy, milk is a staple necessity. As a child, she drank fresh milk delivered to her door, but as that old sales model faded, her family switched to classic Yili and Mengniu products and local pasteurized short-shelf-life milk. Recently, she has noticed more changes, with unfamiliar, better-packaged low-temperature milk brands appearing. Her perception reflects a broader trend: China's dairy industry has long been dominated by giants Yili and Mengniu, but now over ten dairy companies are rushing to IPO, and new brands are trying to break through with novel concepts, ingredients, and channels.
深燃团队This Year, VCs Are No Longer Looking at Low-Alcohol Drinks
VCs have stopped paying attention to low-alcohol drinks, a once-hot new consumer track. After a funding frenzy in 2021, investment cases have plummeted in 2022, and the logic that low-alcohol drinks would replace baijiu is being questioned.
杨文静Genki Forest Strategic Investment in Seasoning Company: What New Opportunities for This Xi'an Legacy Brand?
On September 19, an announcement about the capital increase and share expansion project of Xi'an Sun Food Co., Ltd. drew attention. It showed that Genki Forest (Beijing) Food Technology Co., Ltd. obtained strategic investor qualification with an investment of over 54.33 million yuan for a 30% stake, while Jiaxing Jianshe Chenyue Equity Investment Partnership (Limited Partnership) obtained financial investor qualification with over 45.27 million yuan for a 25% stake. The public notice period is September 19-23, 2022. Barring unexpected events, Genki Forest will inject fresh blood into this established company, complementing resources to make strides in the food sector, especially in the seasoning track.
冯瑶The "Fragmentation" Phenomenon of Carbonated Drinks
Whenever Buffett raises a can of 80-cent Coke, he moves a step further from his $118 billion fortune. Coke won't depreciate Buffett's assets, but it might cause the 91-year-old to suffer from osteoporosis, indigestion, tooth decay, kidney stones, and more frequent urination. Even if he were 80 years younger, it would be the same.
华商韬略Category Nutritional Value Regains Attention, Soy Milk Has All the 'Right Time, Place, and People' for a Boom!
Recently, the launch conference for the 'Soy Milk Nutrition, Health, and Consumption Consensus' and the initiation ceremony for China's Soy Milk National Nutrition Balance Plan were held in Beijing. Authoritative academicians and industry experts from multiple fields such as food science, nutrition, and public health gathered to witness the release of the Consensus, initiated by the China Food Industry Association and compiled by the National Institute for Nutrition and Health, Chinese Center for Disease Control and Prevention. Undoubtedly, this is a milestone for the soy milk industry, transforming the category from past consumer perceptions of 'neglect,' 'irrationality,' and 'unscientific' to a new understanding.
秦淮The Second Half of Unmanned Retail: FMCG Tactics on the Left, Deep Channel Cultivation on the Right
The once-cool unmanned retail industry is now warming up. The brand 'Cai Fangbian', which bet on the unmanned retail track, recently received 5 million yuan in angel round financing. Amid repeated pandemic outbreaks, pre-made dishes delivered via unmanned retail have become a good near-field retail business. In May, Beijing Youbo Online Technology Co., Ltd. formally submitted its IPO prospectus to the Hong Kong Stock Exchange, again aiming for the 'first vending machine stock'. Additionally, FMCG beverage companies such as Coca-Cola, Nongfu Spring, and Genki Forest have increased their bets, accelerating the deployment of smart cabinets.
锌刻度The Dividend of 'Lethal Big Wusu' Fades, Chongqing Brewery Hits Growth Bottleneck
Like the foam in beer, the secondary market seems to have overly high expectations for Chongqing Brewery's story. The previous one was the hepatitis B vaccine, and this time it's the 'premiumization transformation'. In the first half of 2022, the company's gross margin declined and its market value halved, as the growth of its high-end products, especially the Wusu brand, slowed down.
李平Behind the Boom of Children's Snacks: Real Demand or Fake Concept?
A new buzzword has emerged in the capital market: "children's snacks." As post-90s generation, our snacks from childhood to adolescence and adulthood had no clear demarcation, mainly consisting of foods suitable for all ages like Xizhilang jelly, Lay's potato chips, Weilong spicy strips, Mimi shrimp crackers, and Want Want milk. In other words, there has always been a conceptual gap between infant food and adult food. On June 15, 2020, China's first group standard for children's snacks, "General Requirements for Children's Snacks," was officially implemented, which for the first time proposed the concept of "children's snacks"—foods suitable for children aged 3-12, consumed outside regular meals to supplement nutrition, balance nutrition, or increase water intake, and to relax and delight the mood.
柳丁是Functional Beverages Remain Hot as New Players Enter the Market
The functional beverage industry is becoming increasingly segmented, requiring innovative marketing approaches. In the first half of 2022, Dongpeng Beverage reported revenue of 4.291 billion yuan, with its flagship product Dongpeng Special Drink contributing 4.118 billion yuan, over 96% of total revenue. As more players enter the market, competition intensifies, and differentiation becomes key.
许礼清 孙吉正Tongue Hero closes stores in multiple cities, Weizhixiang's single-store annual gross profit is 6,820 yuan, who exactly is eating prepared dishes?
Recently, Lu Zhengyao's prepared dish brand Tongue Hero has seen closures in multiple stores across several cities, drawing attention. Earlier, a franchisee revealed that after four months of operation, they hadn't even earned back their electricity costs, and many franchisees said current store repurchase rates are low, with only 9.9 yuan products selling well. Similarly, someone calculated for the C-end prepared dish brand and listed company Weizhixiang: its 2021 annual report shows 1,319 franchise stores contributed 346 million yuan in revenue, averaging 262,300 yuan per store annually, with an average gross margin of 26.01%, resulting in an annual gross profit of only 6,820 yuan per store.
焦逸梦A Dying Mom-and-Pop Store in a Third-Tier Town
Mom-and-pop grocery stores are being squeezed out by chain snack retailers. This article tells the story of Old Zhang's store in a third-tier city, which has seen a 40% drop in revenue and faces an uncertain future.
五环事务所Nongfu Spring Releases Half-Year Report: Revenue and Net Profit Both Increase, Sugar-Free Tea Drinks Lead New Direction!
On August 24, Nongfu Spring Co., Ltd. released its 2022 interim results. The report shows that in the first half of 2022, Nongfu Spring's revenue was RMB 16.599 billion, a year-on-year increase of 9.4%; profit attributable to owners of the parent was RMB 4.608 billion, up 14.8% year-on-year. Basic earnings per share were RMB 0.41, up 13.9% year-on-year.
New DistributionThe Elusive Trend: Why Sports Drinks Are No Longer Selling
Failing to secure their core consumption scenarios and target audiences is the most awkward position for sports drinks. After Mizone's explosive debut in 2003, it led a wave of 'sports drinks' trend, but after its peak, Mizone has been teased for poor sales, and Scream only appears in 'worst-tasting drinks' lists and videos about using its bottle as an oyster sauce container.
IC实验室Latest! Insights from COFCO Coca-Cola's Interim Report: Sugar-Free Products Continue Strong Performance in H1 2022 Beverage Industry
China Foods Limited, a COFCO Group listed company and one of Coca-Cola's partners in China, released its 2022 interim results on August 23, showing strategic resilience. Revenue reached RMB 11.894 billion, up 6% year-on-year, with profit attributable to owners up 19% to RMB 481 million. Despite a decline in sales volume due to the pandemic and international environment, revenue grew, driven by product and packaging optimization, with sugar-free products continuing to outperform.
New DistributionIs Health Tea a False Proposition?
Young people's 'punk health' trend has given rise to health tea drinks like 'stay-up water,' which claim to address health anxiety but may have low nutritional value and questionable efficacy. Despite capital influx and market growth, the category faces challenges in repeat purchases and long-term viability.
乔雪Craft Beer: Undercurrents Beneath High-Speed Growth
Despite declining production and sales volumes, the Chinese beer market is seeing rising profits as consumers drink less but better. Craft beer, a fast-growing niche within the larger beer category, faces challenges such as lack of industry standards and uneven profit distribution.
郑一鸣Can Pre-made Dish Vending Machines Catch On?
Upstream supply chain companies and leading catering enterprises are actively experimenting with pre-made dish vending machines. Can this business model succeed?
王楚湉 月半How China Resources Beer Sustains Growth in the 'Quality Era': Insights from Its 2022 Interim Report
China Resources Beer's 2022 interim results show revenue of RMB 21.013 billion, up 7% year-on-year, and net profit attributable to shareholders of RMB 3.802 billion, up 27.8%, with premium beer sales growing 10%. The company's strategic focus on premiumization and market segmentation offers valuable lessons for FMCG brands navigating cost pressures and economic downturn.
陈思廷The Rise of New Consumer Brands and Opportunities in the Offline Market
In recent years, new consumer brands have risen rapidly online, but as online traffic costs increase, they must explore offline channels. Success hinges on creating strong associations between products, scenarios, and target audiences, and establishing a stable value chain to ensure distribution and repurchase.
赵波The Resurgence of Want Want: Thirty Years of Transformation in China's Domestic Snack Industry
Following the 'wild consumption' of Hongxing Erke due to its charitable actions, the 'national snack' brand Want Want has recently experienced a similar surge in popularity. On the afternoon of August 5, topics related to Want Want trended on social media, with over 1 billion reads and 367,000 discussions. Live streams on Want Want's multiple accounts saw a flood of users, with 'Want Want Food' attracting 1.3 million views and sales exceeding 1.2 million yuan, while 'Want Want Food Factory Store' drew 1.2 million views and sales over 1.715 million yuan. Unlike previous cases, Want Want has never been far from consumers' sight, and its resurgence has sparked a nostalgic review of the thirty-year evolution of China's domestic snack industry.
惊蛰研究所消费组A Major Beer Distributor's Waterloo in Cross-Province Expansion
In June 2022, Xie Min, a top beer distributor, ended her 300-day attempt to expand into a new market, facing failure due to conflicts with the new management team and incompatible channel models. The article analyzes why her cross-region expansion failed and offers lessons for other distributors.
陈思廷