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1582 articles · Page 16 of 66
Dingdong Maicai's Ordeal
In July this year, as news of Miss Fresh's 'on-the-spot dissolution' spread, the company, once hailed as the 'first stock of fresh food e-commerce', ultimately met its downfall. Dingdong Maicai, which shares striking similarities with Miss Fresh in terms of the front-warehouse model, operational strategies, and even financing pace, has come under more intense scrutiny from the outside world following Miss Fresh's collapse. Recently, Dingdong Maicai released its Q3 2022 financial report, showing total revenue of 5.943 billion yuan, a year-on-year decrease of 4%; net loss of 345 million yuan, and Non-GAAP net loss of 285 million yuan, with the loss narrowing by 85.6% year-on-year.
子雨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A Guide for City Managers Entering a New Market
City managers entering a new market can diagnose the local market through data analysis and field visits. This article provides a systematic approach to quickly assess an unfamiliar market and improve business performance.
邢仁宝Uni-President China Holdings Q3 Report: Despite Recurring COVID-19, Juice Revenue Continues Double-Digit Growth
Uni-President China Holdings released its Q3 2022 financial report, showing a 17.2% year-on-year decline in net profit to RMB 531 million due to rising raw material costs. While the instant noodle business turned profitable, the beverage segment narrowed its profit decline, with juice revenue achieving double-digit growth for the seventh consecutive quarter.
秦淮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China's Cheese Midfield Battle
In 1992, MGM's "Tom and Jerry" was introduced to China, sparking curiosity about Jerry's obsession with cheese. Now, cheese has entered Chinese daily life, from burger and pizza slices to children's cheese sticks. With the improvement of China's food manufacturing chain and the dairy industry's shift to high-value products after the liquid milk wars, the cheese market is experiencing high growth and concentration, with traditional dairy giants like Yili, Mengniu, and Bright Dairy, as well as emerging brands and foreign players, competing fiercely.
范建Allied with Pepsi, What Makes CELSIUS, a Best-Seller in the US, So Appealing?
According to media reports, PepsiCo and Celsius Holdings, the maker of the US energy drink brand CELSIUS (Chinese name: 燃力士), announced a definitive agreement to establish a long-term strategic distribution arrangement. Concurrently, PepsiCo will make a net cash investment of $550 million (approximately RMB 3.7 billion) in Celsius Holdings, representing about 8.5% ownership. The strategic partnership is expected to accelerate growth for both companies globally.
高级研究员 海游Angels and Demons: The Evolution of Food Under Additives
With over 25,000 food additives worldwide, the dense ingredient lists on products nearly chronicle a century of human taste memory. A viral video blogger's phrase 'all technology and hard work' sparked widespread food safety anxiety, leading to a national debate on additive safety and shaking the market value of major brands like Haitian.
辛夷Yili and Mengniu Battle Rages On, Other Players Sneak Attack on King's Landing?
China's dairy industry is seeing renewed competition. Since 2022, over a dozen dairy companies have announced IPO plans to accelerate financing, expand scale, and break through. This reflects the accelerating capitalization of China's dairy sector. On October 10, Miaokeland announced that Mengniu Dairy plans a partial tender offer, following Mengniu's earlier moves to become its controlling shareholder. Beyond Mengniu, giants like Yili, Junlebao, Bright Dairy, and China Feihe are all accelerating M&A, covering upstream milk sources, downstream channels, and niche categories.
BT财经Young People Who Can't Afford Qiaqia Are Willing to Be 'Suckers' for New-Style Roasted Nuts?
Despite reporting revenue and profit growth in H1 2022, Qiaqia Food's stock price fell sharply, reflecting waning investor confidence. Meanwhile, new-style roasted nut brands like Xueji and Panda Momo are gaining popularity among young consumers, but their high prices and marketing tactics are drawing criticism.
锌刻度The Rise of Miaokelandu and Its Hidden Concerns
From zero to industry leader in 7 years, capturing 40% of the cheese market, what is Miaokelandu's secret? Behind the glory, what concerns lurk? In April 2006, Premier Wen said, "I have a dream that every Chinese, especially children, can drink a jin of milk every day." Since then, Mengniu's slogan "A glass of milk a day, strengthens the Chinese" has spread to millions of households. Recently, the dairy industry has a new saying: "A glass of milk strengthens a nation, a piece of cheese revitalizes an industry." Humans have been consuming cheese for thousands of years...
金梅The Rapid Decline of Shopping Malls
Many shopping malls, after reaching saturation in first- and second-tier cities, are moving to lower-tier markets, believing there is still huge consumer demand. However, the high vacancy rates and the decline of traditional department stores indicate a broader struggle, with the future of malls in question.
十里ChaCha's Financial Report Raises Concerns: How Much Marketing Imagination Does It Have Left?
ChaCha Food, once hailed as a top performer in the snack industry, has seen its recent financial report cause disappointment among shareholders and capital markets, with its stock price plunging 9.7% on the day of the report despite growth in both revenue and profit. The question arises: can its original sunflower seed business still drive the company's 10-billion-yuan target? Amid weak growth in single products, should the company adopt a diversification strategy?
李相如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Is Zhongjing Food's Revenue Growth Without Profit Growth a Short-Term Winter?
Recently, Zhongjing Food released its semi-annual report for the first half of 2022, showing a situation of revenue growth without profit growth. Revenue reached 417 million yuan, up 6.12% year-on-year, but profit was only 63 million yuan, down 8.61% year-on-year. Looking back at 2021, the company also experienced revenue growth without profit growth, with revenue of 806 million yuan, up 10.95%, and net profit attributable to shareholders of 119 million yuan, down 7.33%. This consecutive profit decline is undoubtedly a winter for Zhongjing Food.
赵胜男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Luzhou Laojiao Cannot Break Through the Three Walls It Built
The baijiu industry is polarizing, with overall revenue and profit growth slowing for listed companies in the first half of the year, while top players like Luzhou Laojiao face challenges in both high-end and low-end markets. Despite efforts to return to the top three, Luzhou Laojiao's market position has slipped to fifth, hindered by brand aging and strategic missteps.
徐云流Qiaqia Food's 10-Billion Revenue Target Elusive, Company Trapped in Growth Dilemma
Qiaqia, which holds over 50% of the melon seed market, once sat atop the industry through its full supply chain operations. However, in recent years, melon seeds have seemingly become a growth bottleneck for the company. Chen Xianbao, the 36-year-old head of the Industrial Division of Anhui Provincial Department of Commerce, resigned to sell ice pops, a move widely dismissed as foolish. In 1995, he rented a shabby factory and launched a nunchaku-shaped ice pop, which was a hit but soon faced fierce competition.
金梅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Front Warehouse: A Business Story with a Predetermined Ending
Recently, an article by Ren Zhengfei published internally at Huawei went viral online. The viewpoint in the article, 'Don't tell stories, focus on reality,' sparked widespread speculation. In the fiercely competitive fresh food retail industry, many stories have emerged over the past few years: in 2020, Yiguo Fresh, the first fresh food e-commerce platform in China, failed to survive despite seven rounds of financing; in 2021, the community group buying war saw early players eliminated by capital. Now, the 'first fresh food stock' Miss Fresh, known for its front warehouse model, has been exposed to a capital chain rupture, while Dingdong Maicai and Pumu Supermarket, also using the front warehouse model, have reported good performance. This has sparked a discussion about the front warehouse model: what is the reality behind the story? Why do some front warehouse companies see growth in orders and profits while others face operational issues? Will the front warehouse model continue to exist in the future?
田巧云MissFresh 'Sells Cheap' Its Convenience Purchase Business, but Is Unmanned Retail About to Make a Comeback?
MissFresh's convenience purchase business was acquired for 30 million yuan, a stark contrast to its previous funding of $197 million. The acquisition has sparked debate about the future of unmanned retail, which faces challenges like theft and poor consumer experience despite its potential.
锌刻度