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E-cigarettes, stripped of their 'sugar coating'
Overnight, a message spread rapidly through the private channels of e-cigarette stores: 'After May 1st, only tobacco flavor will be available, so stock up while you can.' The shockwaves extended beyond social media, as RLX Technology, the parent company of RELX, saw its stock plummet over 36% despite reporting strong 2021 results with revenue up 123.1% year-on-year and gross profit up 140.4%. This follows the release of the 'Second Draft for Comments on E-cigarettes' by regulators, which explicitly states that 'aerosol should not present product characteristic flavors other than tobacco.'
文烨豪Learning New Things from 'Old' Consumption
While new consumer brands have captured attention with rapid growth and innovation, many have struggled with sustainability. By examining established brands like Anta, Li-Ning, Yili, and Dongsheng Beverage, this article explores how they overcame challenges through strategic acquisitions, brand upgrades, channel deepening, and market expansion, offering lessons for emerging enterprises.
申南风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Yili's Revenue Reaches 21.5 Billion in First Two Months: Is the Annual Target of 100 Billion Still Far Away?
Yili has set two goals: a long-term target to rank among the top three global dairy companies by 2025 and become the world's number one by 2030, and a short-term target to achieve total operating revenue of 107 billion yuan and total profit of 9.3 billion yuan in 2021. While the long-term goal remains debatable, the short-term target seems within reach. On March 10, Yili (600887.SH) announced that in January-February 2022, it achieved revenue of 21.5 billion yuan, a year-on-year increase of 15%, and net profit of 3.3 billion yuan, up 20%.
尹凯Prize at the End | In the Post-Traffic Era, Companies That Understand Survival Do This
In today's era, growth remains an eternal topic for enterprises. However, when it comes to growth, many people inevitably fall into the pursuit of traffic through new user acquisition, fission, and private domain operations. But it should be warned that sustained growth is not about traffic-side tricks, but the ability of enterprises to create value. Value creation is thinking about where the buyer's utility comes from. Labor or capital does not naturally create value; only when the results of labor and capital achieve the buyer's utility do we consider it valuable. In the structure of 'value creation + value delivery', we firmly believe that value creation is the 1, and value delivery is the 0 behind it. The more sufficient value creation is, the easier value delivery becomes. Traffic is one part of value delivery. When doing growth, the first thing to think about is what unique value you have created, not how to find cheap traffic. Value creation is a difficult but correct thing, and it is the underlying logic of long-term sustained growth. Traffic capability is important, but traffic can only play a greater role under the premise of value creation.
李云龙、曾楠Uni-President Releases Annual Report: 2021 Revenue Hits Record High of 25.23 Billion Yuan
Uni-President recently released its 2021 annual report, showing record revenue of 25.2306 billion yuan, a year-on-year increase of 10.08%. Beverage revenue grew 17.3% to 14.7378 billion yuan, while food revenue grew 1.1% to 9.5249 billion yuan. The beverage segment saw double-digit growth, driven by tea and juice, while food revenue accelerated in the second half, up 14% year-on-year.
田静Zhoupu Data Completes Series B+ Financing, Continues to Drive Digitalization of FMCG Channel Distribution
At the start of 2022, Zhoupu Data, a provider of digital upgrade and big data services for China's FMCG industry, announced the completion of approximately RMB 150 million in Series B+ financing. The round was led by SoftBank Ventures Asia and Professor Zeng Ming, former Chief of Staff of Alibaba Group, with existing shareholder FreeS Fund following. The funds will be primarily used to strengthen technology R&D and market expansion.
New DistributionOrange Heart Preferred Goes Offline! Investor: Money Burned, Nothing Left Behind
Recently, netizens reported on social media that Didi's community group buying business, Orange Heart Preferred, has been completely shut down, with all related product and research staff laid off. On March 2, a Didi insider told Red Star Capital Bureau: "The product and research team in Hangzhou has been mostly laid off, and affected employees will receive N+1 compensation." The insider revealed that since the end of last year, Orange Heart Preferred has been gradually laying off staff, starting with business and marketing positions before the Spring Festival, and now cutting core product and research positions.
俞瑶 强亚铣Budweiser APAC's Net Profit Surges 84.8%: Is Its Premium Positioning Worry-Free?
From IPO setbacks to internal pressure, Budweiser APAC's recent journey has been dramatic. Despite internal and external challenges, the company staged a strong comeback with its premium positioning. According to its 2021 financial report, Budweiser APAC (01786.HK) achieved revenue of $6.788 billion, up 14.9% year-on-year, and net profit of $980 million, up 84.8%. The announcement showed that premium and above-premium products saw double-digit growth across all major markets, driven by positive packaging and brand mix.
尹凯Yangyuan Six Walnut 'Confucius Temple Blessing Can' Launches: Insist on Doing Things That Can Continue to Happen in the Future!
On February 27, coinciding with the 100-day countdown to the college entrance exam (Gaokao), Yangyuan Six Walnut's annual 'Confucius Temple Blessing Ceremony' kicked off early. This is the second edition of the ceremony, and this time, the brand collaborated with Qufu Confucius Temple to launch a special 'Confucius Temple Blessing Can' to ease the anxiety of students and parents during the exam preparation period. By persistently holding this event every Gaokao season, the brand aims to strengthen its cultural ties and support students.
AmyChina Resources Strategic Investment in Golden Seed Group, Plans 49% Stake, Officially Enters Baijiu Market
On February 16, 2022, Golden Seed Wine announced that its controlling shareholder, Anhui Golden Seed Group, would transfer 49% of its equity to China Resources Strategic Investment, a wholly-owned subsidiary of China Resources (Group), via a non-public agreement. This move marks China Resources' official entry into the baijiu market, aiming to leverage its resources to revitalize Golden Seed Wine amid its ongoing losses.
天景Guandata Completes RMB 280 Million Series C Financing Led by Tiger Global
On February 22, 2022, Guandata announced the completion of RMB 280 million in Series C financing, led by Tiger Global, with participation from existing shareholders including Sequoia Capital China, Linear Capital, Xianghe Capital, and Unicorn Capital Partners. The funds will be used to deepen its intelligent analytics product matrix, upgrade its customer success system, and build key industry and user ecosystems.
点击关注👉Under the Challenge of "Genki Forest and Others," What Drives the Better-Than-Expected Performance of Coca-Cola and PepsiCo?
On February 10, before the U.S. stock market opened, Coca-Cola and PepsiCo, two major food and beverage retailers, almost simultaneously released their Q4 and full-year 2021 earnings. Behind the two better-than-expected performances are different highlights and drivers: for example, Coca-Cola's sparkling soft drinks business grew 9% for the year, with zero-sugar Coca-Cola achieving double-digit growth in both the quarter and the year, while PepsiCo disclosed that sales of soda and snacks after consecutive price increases were better than expected. The performance of the "two colas" remains strong, but the shadows of inflation and cost pressures linger; under the health trend, sparkling water and functional drinks are taking over from carbonated beverages, and Genki Forest and others are also challenging the territory of the "two colas."
胡晓钰Can Jinmailang Complete the 'Elephant Turn'?
As the instant food war intensifies, does Jinmailang still have a trump card? At the start of 2022, Jinmailang has been active, launching a new brand, Lamian Fan, and securing 600 million RMB in Series A funding from Jiahua Capital on January 28. These moves suggest that this 28-year-old company is undergoing the pains and disruptions of an 'elephant turn'.
锦舟Beverage Giants See Sales Rebound: Innovation Lacking, 2022 Still Needs a Big Push
In 2021, the beverage industry emerged from the 2020 downturn, with major players like Coca-Cola, Nongfu Spring, Wahaha, and Reignwood all achieving growth. Product innovation, particularly in sparkling water and functional drinks, drove the market, while companies like Eastroc Beverage went public and saw stock prices soar. However, industry experts note that innovation remains insufficient, and the focus for 2022 will be on health-oriented, segmented, and high-end products.
李振兴The Company Working for Genki Forest Goes Public Before It
The supplier of sugar substitutes for Genki Forest, with a market value of 17 billion yuan, has gone public. As sugar-free beverages dominate shelves, suppliers of sugar substitutes behind brands like Genki Forest, Nongfu Spring, and Uni-President are reaping huge profits and becoming listed companies.
董柴玲Mondelēz International Reports 2021 Annual Results: Full-Year Net Revenue of $28.72 Billion, Up 8% Year-Over-Year
On January 28, 2022, at 5:00 AM Beijing time, Mondelēz International, Inc. (NASDAQ: MDLZ) announced its fourth-quarter and full-year 2021 financial results. Full-year net revenue was $28.72 billion, up 8.0% year-over-year, with organic net revenue growth of 5.2%, driven by favorable currency and foreign exchange factors and several acquisitions.
FBIFWhy Is Toly Bread No Longer Selling Well?
Toly Bread, once a leader in China's bread market, is facing declining sales and profits. The company's high-cost-performance strategy and efficient supply chain are being challenged by rising costs, increased competition, and regional expansion difficulties.
市值榜研究组2021 O2O Channel Revenue Top 100 Brands Ranking
Under the impact of the pandemic, digitalization in the retail industry has been strengthened, and brands' online transformation has accelerated. According to annual performance data from the three major O2O platforms (Ele.me, Meituan, and JD Daojia), Yili (3.58 billion yuan) and Mengniu (2.944 billion yuan) lead the top 100 brands, ranking first and second. In the 2021 O2O channel top 100 brands list, more than half of the brands achieved growth in online performance, with brands such as Wuliangye, C&S, and Wyeth showing significant growth in home delivery business, with an average monthly growth rate exceeding 5%.
小鹰报告Capital-Favored Pre-Made Dishes: Young People Not Buying It?
As the Chinese New Year approaches, pre-made dishes have become the new favorite for the New Year's Eve dinner. Despite capital enthusiasm and industry push, young consumers remain skeptical, often equating pre-made dishes with '料理包' (ready-to-eat meal packs), and the market is still in its early stages with supply-demand mismatch.
习睿2021 Year-End Summary: 21 Practical Solutions for Business Growth
This article, based on the author's experience with over 200 clients, categorizes them into four types: large head brands, large waist brands, medium head brands, and small emerging brands. It provides tailored growth solutions for each category, addressing challenges such as declining traffic dividends, brand inertia, and market expansion, with practical strategies like virtual IP, internal incubation, and category marketing.
曹升The Decline of a Candy King: Once Selling 6 Billion a Year, Now a Capital Castoff
Once a candy king, Hsu Fu Chi saw annual sales growth of 20% at its peak and held the top spot in the bulk and packaged New Year candy market for 17 consecutive years. However, in recent years, its performance has declined, and it has been repeatedly rumored to have fallen out of favor with Nestlé, becoming a capital castoff.
沐九九Uni-President Group 2021 Revenue Hits NT$473.5 Billion! Empire Building Reaches New Heights
Uni-President Group's second 50 years have reached new heights! Recently, the group announced its 2021 performance, with annual revenue of NT$473.5 billion (approximately RMB 108.8 billion), up 5.9% year-on-year, surpassing the pre-pandemic historical high of NT$447.9 billion in 2019, setting a new record. In December 2021, the group announced the launch of its second 50-year growth momentum, with Chairman Lo Chih-hsien publicly stating that it will focus on 'lifestyle brands' as the strategic core, with four main axes: manufacturing + R&D, trade + distribution, retail + experience, and alliances + M&A, aiming to build an Asian circulation and lifestyle platform.
New DistributionYoung People 'Eat' Out Another 100-Billion-Yuan Track? Probably a Misunderstanding
Consumer investment has cooled, and the value and authenticity of demand in some tracks are being re-examined. Since the second half of last year, news that a top-tier fund no longer looks at consumer deals has plunged new consumer entrepreneurship into an ice age, and functional foods, once seen as the last 100-billion-yuan track, have not escaped. According to 36Kr, a dietary supplement brand that aimed to sell 1 billion yuan in the first half of the year only achieved 60% of its sales target by December, and due to high valuations, has been unable to secure new funding.
姚兰 乔芊