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Practical Guide | Management Reference for Boosting Performance of Supermarket Merchandisers
As offline foot traffic continues to decline, it's crucial to maintain the fundamentals of offline channels through meticulous, professional management. This article, part of the Key Account (KA) Management Practice series by New Distribution and former Coca-Cola China executive Cao Yang, focuses on why merchandiser teams are needed, their daily management, and how to utilize them effectively.
曹扬Geoffrey CaoFMCG Daily: Liquor Companies Banned from Listing; Nongfu Spring Raises Prices for Some Barrel Water in Hangzhou; 21 Financing Events in Food & Beverage Sector in January...
1. Liquor companies are banned from listing, as the main board IPO 'traffic light' rules reportedly change. 2. Nongfu Spring raises the price of 19L barrel water in Hangzhou from 20 yuan to 22 yuan per barrel. 3. Yiming Food expects a net loss of 110-135 million yuan for 2022, turning from profit to loss. 4. In January, the food and beverage sector saw 21 financing events totaling over 7.5 billion yuan. 5. COFCO Fortune's 21 billion yuan strategic investor project lands. 6. OATLY and Bilibili launch a new ice cream. 7. 1688 announces organizational restructuring. 8. Hangzhou Jiuba Technology (Huitehui - Unmanned Retail) receives 20 million yuan in angel financing. 9. Tropical fruit manufacturer 'Tianye' lists on the Beijing Stock Exchange.
New DistributionFMCG Daily | Sanyuan Shares 2022 Net Profit Expected to Drop 86%-90%; Maiquer Auctions Shares to Repay Huge Debts; East Buy Invests in Agricultural Products
East Buy announced an investment of 17.52 million yuan to expand its self-operated sausage factory in Jiaozuo, Henan, marking its first specific investment in the agricultural product industry chain. Maiquer plans to auction shares to repay debts, while Sanyuan Shares expects a significant decline in net profit for 2022.
New DistributionNarrowing Losses: Is Yonghui Superstores Approaching a Turning Point?
Traditional supermarkets have faced successive impacts from e-commerce, new retail, and the pandemic, making transformation and upgrading an inevitable trend. Yonghui Superstores, founded in 2001, once maintained high double-digit revenue growth for over a decade, earning the title of "China's No.1 supermarket." However, by 2022, its net profit fell into losses due to external environmental impacts and its own transformation efforts. Despite the harsh conditions, Yonghui has made progress in digital business. As the external environment improves, the company's performance pressure may gradually ease.
New DistributionGiants Enter, Small Bistros 'Fragrant'
Small bistros are waiting for spring, poised for growth. In 2021, leading small bistro brand Helens listed on the Hong Kong Stock Exchange, sparking investment fever. However, the heat has since cooled, but the industry continues to evolve quietly, with new entrants and funding rounds in 2022. This article explores the logic, market size, and competitive landscape of the small bistro industry.
康治强How Can Sichuan Seasonings Expand Beyond Sichuan and Chongqing?
The seasoning business, especially in Sichuan, has always attracted capital, with a market of 450 billion yuan. Despite the rise of Sichuan seasoning companies, few have achieved the scale of leading enterprises like Haitian, and the industry faces challenges in standardization and national expansion.
湃动研究院Uni-President Group's 2022 Revenue Exceeds NT$116.1 Billion, Entering the 'Hundred-Billion Club' for Four Consecutive Years
Uni-President Group's revenue hit a new high. On January 10, 2023, the group released its monthly revenue report, showing December 2022 consolidated revenue of NT$44.56 billion (approximately RMB 9.86 billion), up 19.5% year-on-year; cumulative 2022 revenue was NT$524.64 billion (approximately RMB 116.1 billion), up 10.8% year-on-year. This marks the fourth consecutive year Uni-President has entered the hundred-billion club. Despite external uncertainties and rising raw material costs in 2022, the group achieved double-digit growth.
New DistributionBetter Life Supermarket 'Stops'
Recently, regional retail giant Better Life has had to initiate a contraction strategy after years of aggressive expansion. In a report responding to abnormal stock market movements, the company announced major strategic adjustments, including exiting the Sichuan market entirely from Q4 2022, concentrating its Jiangxi market share to Xinyu, Pingxiang, and Yichun, and closing underperforming stores in Hunan and Guangxi. The overall closure losses are estimated at 300-500 million yuan.
孟祥飞35, the Chinese Midlife | Qingshan Capital 2022 Annual Consumption Report
At a weekly meeting of Qingshan Capital's investment department, a question arose: why do most startups target users under 35? This prompted an investigation revealing that over 90% of entrepreneurs ignore the 35-60 demographic, despite them being the main producers and consumers. The report explores the origins of the '35-year-old crisis' in China, its unique causes, and proposes a future where China shifts from a manufacturing to a service economy, potentially redefining the role of midlife individuals.
青山投研中心The 'Light' and 'Heavy' of Snack Foods: Which Weighs More?
In the FMCG industry, snack foods are a hot track. As the market shifts from growth to maturity, companies are reassessing their strategies, moving from a focus on traffic and scale to a more balanced approach emphasizing efficiency and cost control. This article analyzes the shift between asset-light and asset-heavy models, using examples like Three Squirrels and Qiaqia Food to illustrate the trade-offs and strategic pivots.
勾勾The Ups and Downs of the Supermarket Industry in 2022
As 2022 draws to a close, physical retail has faced its most complex and difficult circumstances, with the supermarket sector particularly hard hit by a cyclical downturn and uncertainty. Supermarket companies have generally seen performance pressure, leading to strategic contraction, store closures, and major personnel changes, while some have even faced capital reductions. At the same time, some listed companies have proactively divested retail businesses for strategic transformation...
联商网编辑部Consumer Recovery Begins with Baijiu
As pandemic prevention policies are gradually relaxed, the market anticipates a recovery in the consumer sector, making the food and beverage industry the brightest star in the market this week. The baijiu sector rose 6.94% in the past week and 19.30% in the past month, outperforming the broader market, with mid-range brands like Kouzijiao, Golden Seed, and Shunxin Agriculture leading the gains. In terms of capital inflows, Wuliangye saw net inflows of 2.252 billion yuan in a week, ranking first, while Kweichow Moutai, Shanxi Fenjiu, and Laobaigan also received significant northbound capital increases. Baijiu...
小卢鱼Weilong Goes Public, Cementing Its Title as 'First Spicy Stick Stock'
Weilong, the leading Chinese spicy snack maker, listed on the Hong Kong Stock Exchange on December 15, becoming the first spicy stick stock. Despite strong revenue growth, the company faced a loss in the first half of 2022 due to one-time share-based payments, and it faces challenges from new product development, health trends, and intense competition.
康治强The Two Faces of Anjoy: Becoming No.1, But Making Money Harder
In 2016, Meituan's Wang Xing described the '4321' rule in business, where many sectors consolidate from many to four, then three, then two, with the leader emerging. Anjoy Foods (603345.SH), starting from Xiamen, used a 'rural encirclement of cities' strategy to overtake Sanquan and become the frozen food leader, but its profitability is declining.
芝麻糊Financial Reports of 18 Listed Dairy Companies for First Three Quarters of 2022: Mixed Results for Most
As pandemic prevention policies ease and consumption gradually recovers, dairy companies face real market tests. Among 18 listed dairy companies, 14 saw revenue growth and 4 saw declines, with Beingmate leading at 45.8% year-on-year growth. However, only 7 companies achieved net profit growth, with Royal Group standing out at 220% increase.
New DistributionHigh-Debt Model Fails, Better Life Chain on the Brink of Collapse
Traditional large supermarkets are undergoing a deep transformation. On December 14, Better Life Commercial Chain Share Co., Ltd. announced a major strategic adjustment, including closing and exiting the Sichuan market, shrinking Jiangxi to three cities, and closing inefficient loss-making stores in Hunan and Guangxi, while continuing to operate shopping malls and department stores. The company expects closure losses of 300-500 million yuan.
勾勾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Fresh Food E-commerce in 2022: Forced to 'Give Up,' Yet Still Able to Mount a Conservative Offensive?
From the年初 rush to enter prepared dishes in search of new paths to the year-end release of Miss Fresh's delayed 'huge loss' report, the fresh food track's 'Mercury retrograde' period has been exceptionally long. This year, with external capital becoming more cautious and industry competition intensifying, the fresh food e-commerce track has frequently heard 'contraction' voices, with a clear trend of accelerated decline, and massive layoffs and cost reduction becoming a common consensus in the industry. Among them, the former leading platform Miss Fresh has had the hardest time, first drastically reducing business to 'survive by cutting off an arm,' then trying every means to keep its 'listed company' title, yet still deeply mired in the dual shadows of huge losses and debt disputes. In the mixed fresh food e-commerce track, what is the foundation for survival for all players: seeking financing to continue 'burning money,' optimizing supply chains to improve quality, seeking new turns in lower-tier markets, or developing private label products for differentiated competition?
锌刻度All Three Major E-commerce Platforms Disclose Q3 Earnings: JD and Alibaba Stable, Pinduoduo Grows Rapidly
All three major e-commerce platforms have released their Q3 2022 earnings reports, which were positively received by the capital markets. While JD and Alibaba showed stable performance, Pinduoduo achieved rapid growth in both revenue and profit, exceeding market expectations.
New DistributionAnnual Sales of 2.2 Billion Yuan: How Can a Bag of Noodles Support an IPO?
In the consumer sector over the past two years, the kitchen has been a common scene, with smart kitchen appliances, condiments trending on social media, and prepared dishes booming all year. In contrast, traditional staples like rice, flour, and oil have been lukewarm, much like their position in young people's kitchens, tucked away in corners. Recently, food company Xiangnian Food filed for an IPO on the Shanghai Stock Exchange. If successful, it will become the second listed noodle company on the A-share market after Kemen Food.
青翎The 'Growing Pains' of Auchan Retail
On November 22, a rumor circulated that Hema Fresh and Auchan Retail would be sold to China Resources, which was dismissed as unreliable by insiders but still caused panic in the capital market, leading to a limit-down for Auchan Retail. The company reported its first-ever net loss in its interim results, reflecting the broader challenges facing traditional supermarket chains.
十里When Launching New Products, the Most Overlooked Aspect is the Key Account Launch Action Plan
As offline foot traffic continues to decline, it's crucial to maintain the fundamentals of offline channels through meticulous, professional management. This article, part of a series by New Distribution and former Coca-Cola China executive Cao Yang, focuses on the often-neglected customer-specific launch plans for new products in modern trade, providing a detailed framework to improve success rates.
曹扬Geoffrey Cao15 Supermarkets' Q3 2022 Reports: Multiple See Dual Declines, Local Supermarkets Yonghui, Lianhua, Hongqi, Sanjiang Recover
In the post-pandemic era, traditional supermarkets are transforming to meet personalized, comfortable, and convenient consumer demands. Among 15 supermarkets' Q3 2022 reports, Yonghui, Lianhua, Hongqi, and Sanjiang saw revenue and profit growth, while others faced declines or mixed results.
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