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Coke Gets Angry Again: A 28-Year Siege
The production of carbonated drinks is simple: inject carbon dioxide under pressure into sugar water. Interestingly, Coca-Cola and Pepsi, the two giants of global carbonated drinks, are like a bottle of cola—they fizz over if anyone loosens their cap. According to media reports, at the start of 2022, the two cola giants issued a threat: "This year, we are determined to bring down Genki Forest." "By 2022, there will be no more Genki Forest sparkling water in the market." A downstream distributor of Coca-Cola told The FunTalk that they had heard the rumors, but so far, Coca-Cola has not taken any specific targeted actions.
最话团队High-end Strategy Pays Off: China Resources Beer's 2021 Profit Surges 119%
In 2021, China Resources Beer achieved its most profitable year, with a 119% year-on-year increase in net profit, driven by the growth of its high-end product portfolio. The company is transitioning from a volume leader to a profit leader, with its premium beer sales growing rapidly.
陈思廷Functional Foods: The Challenge of 'Managing Expectations' | Category Inflection Point
Based on the unique development history of China's health products industry and entrenched consumer perceptions, new functional food brands must bear high market education costs to guide consumers in managing their expectations for products. At the same time, they must manage their own expectations for industry growth under stringent regulatory conditions, and accumulate product strength over a longer period—traditional mature brands have already built long-term advantages, while new brands are just beginning their journey. The second category we choose to observe and discuss, awaiting its inflection point, is functional foods, which were blown to the forefront over the past two years but are now in an industry adjustment period.
窄播出品After 7 Years of Entrepreneurship, How Did He Go from Only 1,000 Yuan in His Account to Selling Hundreds of Millions of Black Sesame Pills Annually, Creating a New Category?
Chen Hengjie, founder of Chen Kangkang, left his job as general manager of a book company in 2014 to start his own business. Despite facing near bankruptcy with only 1,000 yuan left, he built a brand that now sells over 100 million yuan worth of black sesame pills annually, creating a new product category. He shares his journey, challenges, and philosophy: 'Make good products, treat users as people, and see people as people.'
任文青AndyDeep Dive: What Exactly Ails New Consumption?
New consumption has fallen from grace almost overnight, but the real issue lies not in the hype but in the fundamental misunderstanding of consumer businesses. Most new consumer companies are doomed from Day 1 because they chase fleeting dividends like new media and channels, ignoring the true driver of success: brand, built on a deep understanding of user value.
JerryHouFrom Poor Sales to 50 Million Monthly Revenue: What We Did Right as a Pre-made Dish Startup
Lin Zhenghuan, partner of Dingding Lazy Dish, shares how his pre-made dish brand turned around from poor sales to 50 million yuan monthly revenue on Douyin by learning from mistakes, focusing on KOC带货 and self-broadcasting, and choosing the right platform and location.
胖鲸Guangming, Sanyuan, Junlebao: The Chaotic Battle for the Third Pole in China's Dairy Industry
Local dairy companies are struggling to challenge the dominance of Mengniu and Yili in China's dairy market. Despite the growing popularity of pasteurized milk, these regional players face significant obstacles such as lack of brand recognition, limited milk sources, and unclear industry standards.
关注乳制品的The Controversial Pre-Made Dishes: Would You Choose Them?
Last week, 21 pre-made dish concept stocks on the Shanghai and Shenzhen stock exchanges continued to strengthen. As of January 20, Delisi (002330.SZ) hit the daily limit for 7 consecutive days, while Haixin Foods (002702.SZ) and Fucheng Shares (600965.SH) had four consecutive limit-up days. Guolian Aquatic Products (300094.SZ) rose about 100% since the start of 2022. A research report by Shanxi Securities predicts that China's pre-made dish market will reach 340 billion yuan in 2021, a year-on-year increase of 18%. In the next 3-5 years, the industry is expected to become the next trillion-yuan catering market.
联商网编辑部P&G: Fine, I'm the Whampoa Military Academy of New Consumption
After another annual goods festival, while marveling at Li Jiaqi's success, we see many new-generation new consumption terms, and the trendsetters behind them are not fighting alone but have their own factions, gradually breaking out of their cocoons. Based on the founders' educational backgrounds or work experiences, factions like Alibaba, Tencent, Huawei, and the 'ex-P&G' P&G faction have formed. In August 2021, Temasek invested in meal replacement shake brand WonderLab, and before Temasek's entry, WonderLab's previous investors included Tiantu Capital, IDG Capital, Rich Growth Capital, Cathay Capital, and Spades Capital.
李佳蔓From 2021 to 2022: 10 Key Brand Trends We've Summarized
In 2021, the consumer industry and brands faced both the best and worst of times. With dividends from new demographics, platforms, capital, and infrastructure, Chinese consumer brands rose rapidly, but as dividends faded, the law of the jungle prevailed. This article summarizes five key trends for 2021 (niche categories, wild consumption, rational consumption, from seeding to tree planting, and the metaverse) and five for 2022 (content as a carrier, brand-effect synergy, people-centricity, spiritual consumption, and consumption equality).
刀法行研When We Talk About Product Innovation, What Are We Really Talking About?
In very small categories, on one hand, it's hard to scale up; on the other hand, the scalability of audience and channels is extremely poor. 2. There is demand but no scenario. The second typical problem is that there is demand, but there is no scenario at all. For example, low-alcohol sparkling wine has seen a surge of brands in recent years, claiming to target light drinking scenarios with high aesthetics and precise pain points, which can trigger impulse purchases but fail to drive repeat purchases. Why? Because there is simply no scenario. This is crucial, and I will explain in detail later why without a scenario, a product cannot succeed.
赵波The Chinese Beer War
As early spring warms up, beer begins to heat up with the gradually warmer weather. Recently, thousand-yuan beers have been pushed to the forefront multiple times. Starting from last year when China Resources Snow launched the ultra-high-end series beer 'Li' priced at 999 yuan, the concept of high-end beer has been implanted in consumers' minds. Subsequently, Budweiser and Tsingtao Beer also launched ultra-high-end products that broke through the price ceiling, which is no longer surprising. In China, although beer is undergoing an upgrade from 3-4 yuan per bottle to 10-15 yuan per bottle, the emergence of products priced over a thousand yuan has refreshed consumers' understanding of beer.
商隐社Entering the Coffee Track, Where Does Genki Forest's Confidence Come From?
As expected, Genki Forest has launched new products again. Currently, JD.com has listed coffee products co-developed by Genki Forest and Never Coffee, including unsweetened American and low-sugar rich latte, produced at Genki Forest's Zhaoqing factory in Guangdong. They are in pre-sale at 119.9 yuan per box (300ml*15), with 6 units sold. As early as 2020, rumors circulated about Genki Forest entering the coffee industry, and now the new products have put those rumors to rest. From sparkling water to mineral water to coffee...
田静A 98-Yuan Box of Jelly Sold Out on Its First Day?! What's Liuliumei's Secret?
Recently, a news story about a box of jelly priced at 98 yuan selling out on its first day went viral, sparking widespread discussion. The jelly, which turned out to be Liuliumei's groundbreaking new category 'Mei Dong', saw explosive sales upon launch, with distributors scrambling to order it.
小新From Internet Sensation to Lasting Brand: A Roadmap for New Consumer Brand Value Breakthrough
In 2022, new consumer brands will face a major reshuffle. With platform dividends fading, customer acquisition costs rising, and the capital market cooling, new brands that have used traffic to create hit products and complete the 0-to-1 stage will face a crucial challenge: how to break through the GMV-oriented growth model, enhance core value, and truly embark on brand building. As a non-typical brand professional with an economics background, systematic international MBA training, and entrepreneurial experience, I have been thinking since last year about constructing a practical brand system for emerging brands.
EvaPrice Hikes: A 'Wolf in Sheep's Clothing'
Every grain of dust in the era falls on each individual like a mountain. The recurring pandemic and the sudden Russia-Ukraine war, seemingly unrelated, affect everyone. For instance, price hikes. In 2021, a wave of price increases began, especially from the second half of the year when condiment giant Haitianwei announced price adjustments from October 25. Other companies followed suit, including Hengshun Vinegar, which announced price increases of 5%-15% from November 20. The trend accelerated with the outbreak of the Russia-Ukraine war.
田静Dongpeng Te Yin's 'Edge Market' Breakout Story
19 years ago, Lin Muqin started a business with 2.67 million yuan scraped together, turning a failing beverage factory into a nearly 100-billion-yuan market value company. In 2010, a truck driver from Dongguan, Guangdong, used a Dongpeng Te Yin bottle cap as an ashtray, a design that became popular among truck drivers and helped the brand gain traction.
王剑A Comprehensive Review of Pre-made Dishes on Sale Online: 5 Types of Players and 6 Best-Selling Products
This year marks the first year that pre-made dishes have stormed the New Year's Eve dinner market. A quick online search reveals an overwhelming variety of dishes, types, and brands, with professional pre-made dish companies, catering enterprises, agricultural and aquatic product companies, traditional frozen food companies, and retail enterprises all vying for a share. Among the best-sellers are hot pot items like coconut chicken and beef bones, as well as gift boxes priced at 300-400 yuan, which are particularly popular.
张鳗鱼Prepared Dishes and Consumers: A Two-Way Street or Wishful Thinking?
As an industry projected to exceed 830 billion yuan by 2025, prepared dishes are at the forefront. Supermarkets, fresh food e-commerce, and community group buying are all eyeing this market, with the pandemic and New Year's Eve dinner pushing prepared dishes into the spotlight. Some say there is a demand gap and prepared dishes will thrive in the C-end; others argue young consumers won't buy in, and food delivery will remain their first choice. As competitors to fresh food and delivery services, are prepared dishes and consumers truly moving toward each other, or is it just wishful thinking?
胡钶Where is New Consumption Heading in 2022? a1 Snack Research Institute's Zhou Weiping: Marketing Front-End Can Be Replicated, but Supply Chain Back-End Cannot Be Rushed
In the past six months, as capital has returned to rationality and traffic dividends have declined, voices predicting a downturn in consumption have grown louder. At the Second China New Brand Wave Conference, Zhou Weiping, founder of a1 Snack Research Institute and a 20-year veteran in the food industry, offered contrarian views on mainstream consensus, sharing deep insights on product innovation and supply chain for new brands' future development.
陈文曦The Truth About Chinese Yogurt
Following the publication of Shangyin Society's article "The Chinese Yogurt War," extensive reader discussions revealed that the yogurt industry holds many hidden truths unknown to ordinary consumers. Through interviews with over a dozen industry insiders, this article explores why milk sources are a critical bottleneck for dairy companies, why bacterial strains are considered the "chip" of the yogurt industry, and how foreign capital has quietly penetrated China's dairy supply chain.
商隐社Why Don't New Consumer Brands Get Repeat Purchases?
The article argues that the pursuit of making the ultimate product is a false concept, as exemplified by craft beer's failure in China due to high costs. It emphasizes that FMCG success lies in creating classic products that meet unchanging consumer needs, and that marketing and channel building are more critical than R&D for new consumer brands.
赵波The Battle Begins: Who Will Claim the Top Spot in Beverages?
The beverages on the dining table during the Spring Festival serve as a review of popular brands of the year and a preview of future trends. As young consumers take charge of annual goods shopping, new brands like Genki Forest are gaining favor, while the battle for the market intensifies.
财天作者Budweiser APAC Releases 2021 Annual Report! Net Profit Surges 84.8%
On the morning of February 24, beer giant Budweiser APAC (01876.HK) released an annual report showing strong growth. The company achieved revenue of $6.788 billion in 2021, up 14.9% year-on-year, and profit of $980 million, up 84.8% year-on-year. In 2021, the company's product sales volume increased by 8.3%, with particularly good performance in China and South Korea. Under the company's premiumization strategy, revenue per hectoliter of beer increased by 6.1% across major markets. In the Chinese market, with the implementation of a premiumization strategy across the entire product portfolio...
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