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New CEO Appointed: Can Danone Reverse Its Performance Decline?
Two months after Emmanuel Faber's departure, Danone has finally appointed a new CEO. On May 18, Danone announced the appointment of Antoine de Saint-Affrique as CEO, effective September 15, 2021. Antoine previously led chocolate and cocoa maker Barry Callebaut, where he delivered a two-thirds increase in profit. Industry insiders see his track record as a ticket to the role, but question whether he can reverse Danone's declining performance and boost market confidence amid sluggish traditional businesses.
钱瑜 王晓In the Premium Water Market, Who Will Last?
The premium water market faces challenges but also opportunities. In 2020, the pandemic caused a severe contraction in the global economy, and China's FMCG market was hit hard, with overall spending down 6.7% in Q1. However, brands like VOSS have thrived by adapting strategies, such as cross-industry collaborations and digital marketing, achieving double-digit growth. As the market evolves, the future landscape remains uncertain.
New DistributionHow Many Billionaires Can Chinese Health Anxiety Still Produce?
In a long-lost CCTV program 'Dialogue', Zong Qinghou discussed the hardships of establishing a Wahaha factory in Tibet around 2009, despite opposition from middle management. Cao Dewang then joked that selling water is profitable because the water is free, only costing for bottles, which Zong refuted, saying water is the least profitable. The article explores the history of China's bottled water industry, the 'health anxiety' marketing strategies, and how companies like Nongfu Spring and Baishuishan have used differentiation to dominate the market.
维多厉害呀Didi Hopes Chengxin Youxuan Can 'Walk Independently'
Didi aims to upgrade from a mobility giant to an internet giant. Amid reports of its own US listing in July, news emerged that its community group buying project, Chengxin Youxuan, would also pursue an independent IPO in 2022 or 2023, with investment terms including a clause converting investor shares to Didi equity if no IPO occurs within five years.
赵小米Sun Art Retail Q1 Revenue 22.848 Billion Yuan, Down 27.53% YoY; Huang Ming-Tuan Steps Down, Lin Xiaohai Appointed CEO
On the evening of May 10, Sun Art Retail Group Limited (hereinafter referred to as Sun Art Retail), the parent company of RT-Mart, announced a change of CEO and director re-designation. The 66-year-old Huang Ming-Tuan retired, resigning as CEO but remaining as Chairman of the Board. Lin Xiaohai was appointed as the new CEO of Sun Art Retail.
New Distribution0 Sugar, Low Fat, Plant-Based... Old and New Giants Battle in the 300 Billion Yuan Yogurt Market
The yogurt industry is already a red ocean, but the battle for niche ecosystems in the 'low-temperature zone' seems to be timely. The consumer market has once again witnessed a capital frenzy. On March 25, Jane Yogurt announced the completion of a total 800 million yuan Series B financing round, with new investors including Sequoia Capital China, Yunfeng Capital, and others.
王吨吨Earning 250% More in a Year, Yet Market Value Evaporates 23%: What's Wrong with This Industry Champion?
Capital doesn't dislike frozen food; it just doesn't like you. As China's largest frozen food company by sales volume, Sanquan Foods seems unpopular. In 2020, it sold 660,000 tons of frozen food, with revenue near 7 billion yuan and net profit of 768 million yuan, a year-on-year growth of nearly 250%. However, in the first five months of 2021, its market value dropped by 23%. Do investors not like frozen tangyuan?
沐九九To Achieve Your Performance Goals, You Need to Learn to Leverage Momentum!
Jack Trout, author of 'Horse Sense', says that working harder, believing in yourself more firmly, and thinking more positively alone cannot help you climb the ladder of success. In fact, success is not something you can spontaneously generate; the key to success is what you can obtain from others. Applied to regional managers, this means that to achieve annual goals, they cannot rely solely on hard work, confidence, and positive thinking; the key is to learn to leverage momentum and what they can obtain from their bosses and various support departments.
曹扬The Secret of Innovation: A Decade Later, the Truth Behind Jiangxiaobai's Success
When it comes to user management, in marketing we care most about two groups: angel customers (or source-point people), who are a brand's first buyers and most likely purchasers, and valued customers (or core people), who contribute the majority of sales. Angel customers determine a brand's survival, while valued customers determine its growth. However, true innovation often comes from focusing on non-customers—those who currently have no need or interest—as exemplified by Jiangxiaobai, which targeted young non-drinkers of baijiu, and PIY, which targeted renters who typically don't buy furniture.
空手Liu Zhao of Field 365: Channels Don't Innovate Actively; They Just Respond to Rapid Changes in Consumption Scenarios, People, and Fields
The 6th China FMCG Channel Innovation Conference, hosted by New Distribution, a professional new media platform for FMCG, was grandly held from April 1 to April 3 at Chengdu Agile Howard Johnson Hotel. The event attracted 3,000 industry professionals including distributors, community e-commerce platforms, brand owners, and internet companies from across the country, with a full house and unprecedented scale. On the morning of April 1, at the conference, Mr. Liu Zhao, CEO of Field 365, delivered a keynote speech titled "Channel Innovation in the Era of Data Explosion."
刘昭First-Generation Internet Celebrities Struggle, Aggressive New Products Strike Back: Who Will Dominate the 600-Billion-Yuan Snack Market?
In late April, snack companies released their first earnings reports of 2021. From April 21-26, Liangpin Shop, Three Squirrels, Qiaqia Food, Yanjin Shop, and Ganyuan Food published their Q1 reports, marking the first performance review for A-share snack companies. A year ago, Liangpin Shop's listing allowed internet snack leaders to compete with established traditional players. Now, the sector shows clear divergence and trends, with internet brands climbing, traditional players differentiating, and new entrants rising.
郝乐乐Rivalry Heats Up in the Braised Snack Market: With Tencent and Challenger Capital Entering, How Can Brands Win in the 100-Billion-Yuan Sector?
In 2020, the leisure braised snack food market exceeded 100 billion yuan in size. According to Frost & Sullivan, from 2015 to 2020, the compound annual growth rate of leisure braised products reached 24.1%, making it the fastest-growing category in the snack food sector. With a history of over 2,000 years, braised food is often called by netizens as 'the taste that best represents China' for its lingering flavor that appeals across generations and regions. Due to the special preparation methods, Chinese consumers previously could only enjoy fresh braised food at home or in stores.
FBIFGood Taste Strategy Drives Intrinsic Growth, Jiangxiaobai Achieves a Strong Start in Q1
On April 22, Jiangxiaobai Liquor held its 2021 Partner Growth Conference in Chengdu. At the meeting, sales data for the first quarter of this year were revealed. With the simultaneous growth of brands such as Jiangxiaobai, Guolifang, and Meijian, the group achieved a strong start to its 2021 performance. In addition to the steady growth of the classic Jiangxiaobai Expression Bottle, the new brands Guolifang and Meijian each surpassed 100 million yuan in sales, becoming the top in their respective subcategories, with growth exceeding expectations. The fruit-flavored liquor Guolifang even achieved its 'mid-term goal' of 100 million yuan in sales in just half a year, expanding the new battlefield of Chinese baijiu into the flavored baijiu segment.
New Distribution2020 Revenue 96.9 Billion Yuan! Q1 2021 Net Profit Soars 1.5 Times! Yili Releases Both Reports with Impressive Data
Yili has just released its 2020 annual report and Q1 2021 results. Despite challenges, 2020 saw high growth with total revenue of 96.886 billion yuan, up 7.38% year-on-year, and net profit of 7.099 billion yuan, up 2.13%. Q1 2021 was the best in history, with revenue of 27.363 billion yuan, up 32.49%, and net profit surging 147.69% to 2.831 billion yuan.
New DistributionYangyuan Q1 Financial Report: Revenue and Gross Profit Both Increase, New Products Shine, and Channel Upgrades to Full-Domain!
On April 25, Yangyuan Beverage (603156.SH) released its Q1 2021 report, showing revenue of 2.237 billion yuan, up 75.04% year-on-year; net profit attributable to shareholders of 739 million yuan, up 40.42%; and non-GAAP net profit of 648 million yuan, up 62.83%. The company attributed the significant revenue growth to a low base from the pandemic and the earlier Spring Festival last year, as well as effective pandemic control and a later Spring Festival this year, which boosted market demand.
New DistributionWhy Did Zhang Kun Splash Out 3.2 Billion on a Soy Sauce Maker?
Zhang Kun, a prominent fund manager, increased his holdings in Zhongju High-tech through three funds by about 3.2 billion yuan in Q1 2021, making the company a top holding. Despite its name, Zhongju is primarily a soy sauce producer, and Zhang's move highlights his confidence in the company's long-term prospects.
有趣有料有深度Dali Foods' 53 Billion: Flabby, Not Strong
Dali Foods, known for its imitation strategy, has launched seven sub-brands since 2002, but its growth has slowed significantly in recent years. Despite holding seven brands and billions in cash, the company appears flabby rather than strong, as it has lost its innovative edge and faces a deteriorating competitive landscape.
读懂君Sishijiu Fang A-Round Valuation Reaches 5 Billion Yuan, Led by Cathay Capital with Pernod Ricard's Chuangxiang Huanju Following
On April 21, Sishijiu Fang held its A-round financing conference in Beijing, announcing a valuation of 5 billion yuan, the highest among publicly valued startup new retail liquor companies. The round was led by Cathay Capital, with Chuangxiang Huanju, a fund under Pernod Ricard, participating. The event also featured strategic signings with People's Creativity and Zhongjun Kaixuan.
New DistributionLiangcha's Glory Fades: Can JDB 'Recover' from Brand and Equity Battles to Go Public?
Facing market fragmentation by emerging brands and after repaying 1.5 billion yuan in debt, JDB needs to 'recover' before re-entering the fray. Three years ago, JDB's president Li Chunlin set a goal: to complete an IPO by 2021. Recent reports indicate JDB is accelerating its Hong Kong IPO, aiming to raise at least $300 million.
张玮玮Field 365 Guan Xiangyu: Giving FMCG Enterprise Management an External Brain
At the 6th China FMCG Channel Innovation Conference, Guan Xiangyu, Sales Director of Field 365, shared insights on digital transformation for FMCG enterprises, emphasizing the importance of data-driven decision-making and the five key online integrations for channel digitalization.
关翔宇Capital: Community Group Buying Market Estimated at 500 Billion Yuan, Channel Transformation May Reshape Brand Landscape
The 6th China FMCG Channel Innovation Conference, hosted by New Distribution, the leading new media in the FMCG industry, was held grandly from April 1-3 in Chengdu. The event attracted 3,000 industry professionals including distributors, community e-commerce platforms, brand owners, and internet companies. The discussion on community group buying has evolved from its initial formation in 2018, to the emergence of the 'old three groups' in 2019, and the 'new three groups' and major players in 2020, leading to widespread consumer acceptance and a common understanding today.
丁浙川Shenyang's Richest Man Earns 30.1 Billion Yuan Selling Bread
After retiring from teaching at age 60, Wu Zhigang started a bread business. Twenty years later, the former teacher became the 'King of Bread in Northeast China,' amassing a fortune of 30.1 billion yuan, ranking him as Shenyang's richest person on the 2020 Forbes China Rich List. Starting from Dandong, a border city by the Yalu River, to establishing a foothold in Shenyang, the provincial capital, and then dominating the Northeast market, Wu aims to replicate Toly Bread's success nationwide using a 'central factory + wholesale' model.
有趣有料有深度Surge 156% in Tea Bags, Yet They Look Increasingly Alike
The Chinese tea bag market is booming, with online sales expected to surge 156% in 2020, but products are becoming increasingly homogeneous. This article explores the reasons behind this trend and suggests opportunities for differentiation, such as targeting specific consumer segments, emphasizing functionality, and embracing cultural trends.
FBIFOrg Technology Emerges from Downturn with Two Consecutive Years of Net Profit Growth, Diversification Away from Red Bull Shows Results
Org Technology, once heavily reliant on Red Bull, is moving past that dependency. After a decline in 2017-2018 due to the Red Bull dispute, the company diversified its client base and product lines, leading to a rebound in net profit in 2019 and 2020, with a projected over 400% increase in Q1 2021.
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