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Capital, Earnings & M&A

Community Group Buying Arrived: My Business Declined! Community Group Buying Arrived: My Business Grew!

This article explores the impact of community group buying on distributors in East China, presenting contrasting cases where some distributors saw significant declines while others achieved growth. It emphasizes the need for distributors to adapt, innovate, and collaborate with platforms to survive and thrive amidst new retail models.

周群
Brand Marketing

Raises $535 Million! LIVEKINDLY Collective Enters China Market with a 'Plant-Based' Diet Path with Chinese Characteristics

Driven by global trends toward returning to nature, ecological harmony, and carbon neutrality, consumers—especially younger generations—are increasingly turning to plant-based foods. Market research shows the global plant protein market is expected to grow at a CAGR of 14% from 2019, reaching $40.6 billion by 2025. According to GFI data, China's plant-based market was nearly $1 billion in 2018, with institutions predicting annual growth of 20%-25%, signaling a new wave of plant-based food.

New Distribution
Capital, Earnings & M&A

Eyeing High Margins, Three Squirrels Dips into Beverages

Three Squirrels, a snack giant, is entering the beverage market with high-margin products like spring water and sparkling water, set to launch by the end of June. Despite the potential, industry experts are skeptical due to intense competition and the company's lack of experience in the sector.

郭秀娟 王晓
Capital, Earnings & M&A

On the Eve of the Cheese Market Explosion, a Dark Horse Quietly Lurks: 'Jisdin' Makes Big Moves!

In the current dairy industry, cheese is undoubtedly the hottest subcategory. Recent major events and data show the market's prosperity: Milkground's cheese revenue surged 125% in 2020, Yili's cheese revenue soared 812.56%, and Mengniu acquired a controlling stake in Milkground. Jisdin, a brand born in 2018, has been quietly preparing and is now making a high-profile entry with brand upgrades and strategic partnerships.

秦淮
Capital, Earnings & M&A

Pinpianyi Secures Another Hundreds of Millions in Funding, Aiming to Build a Trillion-Yuan FMCG Industrial Internet Enterprise

Recently, Pinpianyi, an industrial internet enterprise providing one-stop services such as collective procurement and distribution, and unified warehousing and distribution for convenience stores, secured hundreds of millions of yuan in Series C+ funding, exclusively invested by Yingke Capital. Previously, Pinpianyi had received investment from several leading investment institutions including Harvest Capital, Qingsong Fund, and Mingyu Ventures. The funds will be mainly used for technology R&D, talent reserve, and market promotion. Wang Wei, senior partner at Yingke Capital, said: "Pinpianyi has exclusive competitive advantages in core technology, building an aggregated supply chain platform through algorithms, which can empower the industry chain without adding supply chain nodes or additional capital expenditure, improving overall industry efficiency. Combining the strengths of 'Pinduoduo + Didi + Toutiao', it has the potential to lead the industry in the FMCG sector, a diamond-level track with a market space exceeding 10 trillion yuan."

New Distribution
Capital, Earnings & M&A

Can Pre-Made Dishes That Just Need Heating Win Over Young People's Stomachs?

Pre-made dishes, which only require heating or simple cooking, are becoming popular among young people who struggle with cooking. The market is growing rapidly, with 71,900 related companies in China and a projected market size of 1 trillion yuan in the next six to seven years, but challenges remain in taste and regional preferences.

刘霞
Brand Marketing

2020 Marketing-Related Spending Ranking of 37 Listed FMCG Companies: About 68% Saw Declines | Morketing Research List

Based on the 2020 annual reports of 37 listed FMCG companies, Morketing Research found that under the impact of the pandemic, about 68% of FMCG brands saw a year-on-year decline in marketing-related spending. Specifically, in the beverage industry, only 6 of 13 companies saw positive revenue growth, and marketing-related expenses declined for all except Wuliangye. In the food industry, revenues all grew, but only Haitian and Hormel reduced marketing-related spending.

Morketing研究院
Capital, Earnings & M&A

Focus on "Repair Power"! Yunnan Baiyao Oral Repair Mouthwash Launches Across Hema on 618

Oral care has entered the era of repair power, with mouthwash market growing rapidly. According to Euromonitor, China's mouthwash market reached 750 million yuan in 2020, up 11.78% year-on-year. Yunnan Baiyao Oral Health launched its Oral Repair Mouthwash across Hema stores on June 18, targeting Chinese dietary habits with repair benefits.

New Distribution
Capital, Earnings & M&A

Multiple Capitals Flock to Xiao Jiaolou, a Dark Horse Emerges Among Sichuan Famous Liquors

Recently, according to industry insiders, several well-known investment companies, including professional liquor investment teams, are successively heading to Sichuan famous liquor Xiao Jiaolou for investment inspections. Meanwhile, it is reported that a co-founder of a well-known innovative baijiu brand is also in deep strategic cooperation talks with Xiao Jiaolou. Other industry media reports indicate that since last year, leading liquor distributors from various regions, such as Minjiu.com, Guangxi Pengrun, and Henan Shenglin, have been joining the Xiao Jiaolou brand, with many super distributors visiting continuously. Why has a provincial baijiu brand attracted sustained and high-density attention from capital and major liquor distributors in 2021? The last golden decade of baijiu created countless fortunes; will there be another decade of opportunity? Where is the opportunity?

陈谨文
Brand Marketing

A Micro-History of China's Consumption Changes: Dongpeng Lists, Red Bull Battles, Yuanqi Rises

As consumer preferences shift toward healthier beverages, functional drinks are losing favor. Dongpeng Beverage recently went public as the 'first functional drink stock,' but its market is being squeezed by new competitors like sugar-free and low-sugar drinks, while capital flows to new brands.

葛煜
Capital, Earnings & M&A

E-cigarette entrepreneurs are all selling alcohol now

Since the first half of 2020, at least six founders or executives from e-cigarette companies have launched low-alcohol beverage startups, including brands like Mali Duntun, Zouqi Qingniang, Shidian Yike, and Lanzhou, all of which have secured funding. This trend mirrors the e-cigarette boom of 2019, with investors and entrepreneurs betting on a new generation of young consumers.

深燃团队
Brand Marketing

Hope Water Completes Series A Funding, Cumulative Funding Exceeds 100 Million Yuan, Brand Enters Market with Herbal Brewed Sparkling Juice

36Kr has learned that the new-style herbal juice sparkling water brand "Hope Water" has completed its Series A funding round, led by Black Ant Capital, with Buer Capital and existing shareholders Huachuang and Dexun following. This is the third round of funding for Hope Water in nearly a year: the angel round was invested by Challenger Capital in May last year; the Pre-A round was led by Huachuang with Dexun following in September last year. It is reported that Hope Water's cumulative funding has exceeded 100 million yuan. Hope Water CEO Sun Mengge revealed that the funds from this round will be used for talent recruitment, product development, new factory construction, and brand building.

子佩​
Capital, Earnings & M&A

重磅丨140亿!美赞臣中国花落君乐宝资方春华资本

After much speculation, the sale of Mead Johnson's infant nutrition business in Greater China has finally been settled. On June 6, Reckitt Benckiser announced a final agreement to sell its infant formula and children's nutrition business in China (Mead Johnson China) to Primavera Capital for $2.2 billion. Upon completion, Reckitt will retain an 8% stake and expects cash proceeds of $1.3 billion.

New Distribution
Capital, Earnings & M&A

Ten Questions on Low-Alcohol Drinks: A Tax on Intelligence or a Real Trend?

Low-alcohol drinks are a booming startup trend, with 14 financing deals in 2020. Investors and entrepreneurs debate whether it's a good business, while questions remain about health claims and market potential.

深燃团队
Capital, Earnings & M&A

Huanlejia's IPO: A Tale of Two Extremes, Can It Stay 'Happy' on the Capital Road?

Following the recent craze over Luckin's coconut latte, which was jokingly said to be 'never available for purchase,' consumers' love for coconut drinks has sparked another round of market discussion. Now, another coconut juice company has been 'drunk' to an IPO. On June 2, Huanlejia Food Group Co., Ltd. (300997.SZ, 'Huanlejia') officially listed on the ChiNext board of the Shenzhen Stock Exchange. At the opening today, the stock price began to decline, unlike yesterday's surge of over 500%. As of the midday close, Huanlejia's stock price was reported at 28.07 yuan per share, down 9.45%, with a market value of 12.63 billion yuan.

柳橙
Brand Marketing

Liquid Money Printer: The New and Old Kings of Bottled Water

In most countries outside China and the US, consumer goods have consistently been the industry with the highest density of billionaires. In China, bottled water has produced more than two billionaires, alongside internet and real estate. This article explores why bottled water is such a profitable business, examining the marketing tactics, barriers to entry, market oligopoly, and the perfect business model behind it.

李墨天
Capital, Earnings & M&A

Zhong Xue Gao Completes 200 Million RMB Series A Financing: Will It Reach Its Ideal Kingdom This Summer?

On May 18, it was reported that the ice cream brand Zhong Xue Gao completed a 200 million RMB Series A financing round, with investors including Yuansheng Capital (lead), H Capital, Wanwu Capital, and Tian Tu Investment. Previously, Zhong Xue Gao had received angel financing from ZhenFund and FreeS Fund in 2018, and Pre-A financing from Tian Tu Capital and Toutou Shidao. In this round, Yuansheng Capital, founded in 2015, is a growth-stage internet investment fund initiated by former Tencent Vice President and General Manager of Tencent Investment & M&A Department Peng Zhijian and former Deputy General Manager Xu Liang, aiming to support new-generation internet innovation companies by providing key support at critical junctures.

胖鲸资讯站
Capital, Earnings & M&A

JD Logistics' Enemy Is Not SF Express

JD Logistics listed on the Hong Kong Stock Exchange on May 28, 2021, after about 14 years of development. Unlike SF Express and the 'Three Tong One Da' courier companies, JD Logistics focuses on B2B integrated supply chain services, leveraging its unique pre-positioned warehousing model. Despite its growth, it remains unprofitable, raising questions about when it will achieve profitability.

有趣有料有深度
Capital, Earnings & M&A

MissBerry Secures Over 100 Million Yuan in Funding, Leading the Low-Alcohol Beverage Market

Emerging low-alcohol beverage brand MissBerry has just announced the completion of its A+ round of financing, co-invested by CPE Yuanfeng and Adrian Cheng's C Ventures, with existing shareholders Matrix Partners China and Shangcheng Capital increasing their stakes. Since its launch in April 2020, MissBerry has completed three rounds of financing within 12 months, accumulating over 100 million yuan in total funding. In its launch year, MissBerry became the top fruit wine category on Tmall's Double 11 and was named one of Tmall's Top 10 Emerging Food Brands.

New Distribution
Capital, Earnings & M&A

First Functional Beverage Stock: Dongpeng Beverage Rings the Bell on Shanghai Stock Exchange Today!

On May 27, 2021, Shenzhen-based Dongpeng Beverage (Group) Co., Ltd. officially listed on the Shanghai Stock Exchange, becoming the first A-share functional beverage stock in China. The stock code is 605499, with an issue price of 46.27 yuan per share. It opened at 55.52 yuan per share at 9:30 a.m., and by press time had risen 44% to 66.63 yuan per share, with a total market value of 26.653 billion yuan.

New Distribution
Brand Marketing

China Resources Snow Breweries Launches Ultra-Premium 'Li', Initiating the First Cultural Renaissance Movement in Chinese Beer

On May 24, during the Chinese lunar calendar's April 13th, China Resources Snow Breweries officially launched its ultra-premium new product 'Li' at the Guanfu Museum in Beijing. At the launch event, CEO Hou Xiaohai presented a certificate of 'Li Culture Ambassador' to renowned cultural figure Ma Weidu. What is Li? Ma Weidu explained at the event that Li is China's own oldest 'beer'. The Chinese character '啤' (pi) is a coined word, a transliteration of the English 'beer', and has only been in use for about a hundred years. In contrast, Li has a history of over three thousand years, primarily fermented from grains, essentially identical to traditional beer brewing techniques.

陈思廷
Brand Marketing

重磅|华润雪花再出手,或将拿下区域龙头景芝酒业!

Recently, the largest shareholder of Shandong Jingzhi Distillery Co., Ltd. (hereinafter referred to as "Jingzhi Distillery"), Anqiu Zhongren Xingjiu Trading Partnership (Limited Partnership), pledged 53 million shares to China Resources Snow Breweries (China) Co., Ltd. (hereinafter referred to as "China Resources Snow"), registered on May 17. Industry insiders generally believe that China Resources Snow's acquisition of the 53 million pledged shares is a "solid proof" of its impending acquisition of Jingzhi Distillery. The final outcome may be discerned from related events.

New Distribution
Capital, Earnings & M&A

Selling 490 Tons of Spicy Strips Daily: How Profitable Is Weilong?

Foodies have spawned another listed company: Weilong, the internet-famous spicy strip maker, is preparing for an IPO. In 2020, Weilong sold 179,500 tons of spicy strips, generating revenue of 4.1 billion yuan. Riding the wave of new consumption, Weilong attracted Tencent, Yunfeng Capital, and Hillhouse Capital before its listing, securing $549 million in funding and a valuation of 60 billion yuan. Is spicy strips a good business?

秦海清 刘霞
Brand Marketing

3 Yuan a Bottle, Which One Would You Choose?

Spending 3 yuan, which brand of mineral water would you choose? This simple question for consumers reflects the main competitive dynamics in the packaged drinking water industry. In recent years, with the rapid development of China's mineral water market, many companies have seen the huge dividends of the incremental market. Among them, Ganten, Nongfu Spring, and Evergrande Spring are undoubtedly the most powerful and influential brands in the 3-yuan price segment. Not long ago, Xu Jiayin, chairman of the Evergrande Group, personally announced that the group had repurchased shares of Evergrande Spring and would promote its listing in the future.

里雨曦