TOPIC ARCHIVE
Capital, Earnings & M&A articles
资本/财报/并购
Browse 1582 New Distribution articles about Capital, Earnings & M&A.
Published articles
1582 articles · Page 39 of 66
Is New Retail Failing, or Is Your New Retail Failing?
As the typhoon passes, pigs that fell and broke their backs are everywhere. Since 2019, the biggest business story has been the failure of various 'New Retail' concepts. Alibaba's Hema is adjusting and filling pits; Sanjiang is divesting Hema, and Hema Xiaoma has fully ceased operations. 7FRESH, which claimed to open 1,000 stores in 3-5 years, has recently had its president reassigned and halted expansion. Meituan's Xiaoxiang Fresh is closing stores, and Yonghui's Super Species losses continue to widen. If even these 'new species' with internet giants as backers are struggling, the 'monsters' without support are left to face the market's 'golden cudgel'.
苗庆显It's Done! Heineken 'Sells Itself' in China! China Resources Snow's 'Great Decisive Battle Dream' Takes Another Step Forward!
China Resources Beer's acquisition of Heineken's China operations has finally been completed. On April 30 (today), China Resources Beer officially announced that the purchase agreement with Heineken Group was closed on April 29, with trademark licensing and framework agreements fully effective. From now on, China Resources Beer has formally completed the acquisition of Heineken's seven companies in China, and Heineken China's performance will be consolidated into China Resources Beer's financial results. Rumors began in March last year, and now the project has officially landed, with every employee of China Resources Snow likely anticipating this moment.
澄韵Yili Q1 Revenue 23.13 Billion Yuan, Net Profit 2.28 Billion Yuan, Thousand-Billion Target Within Reach, China's Nestlé Rises!
Yili's Q1 2019 revenue surged 17.1% to 23.13 billion yuan, with net profit of 2.28 billion yuan, exceeding expectations and setting a record. With three products each exceeding 10 billion yuan in sales, Yili is on track to achieve its 900 billion yuan annual target, solidifying its position as the industry leader.
New DistributionOnce Defiant Against Walmart, Forced Carrefour to Close Stores, Now Loses 2 Billion! Not Driven Crazy by Money, but Destroyed by Its Own People
Renrenle Supermarket, once a giant in China's chain supermarket industry, has suffered losses for five consecutive years totaling nearly 2 billion yuan, facing delisting risk again. Its failure is attributed to internal issues such as corruption, high turnover of core staff, and operational inefficiencies, rather than external competition.
DiikKeming Noodles Raises Another 400 Million, Wugudao Chang Losses and Insolvent
Keming Noodles, the 'first listed noodle company', released its 2018 annual report showing revenue of 2.86 billion yuan, up 26% year-on-year, and net profit attributable to shareholders of 190 million yuan, up 65%. However, the stock price fell sharply on the first trading day after the report. Sina Finance found that behind the seemingly bright results, there are major concerns regarding the implementation of private placement projects, the use of raised funds, and the performance of the acquired Wugudao Chang.
昊New Retail 'Reflection Wave' Sweeps: 'Model Not Yet Proven' Is a False Proposition
The article argues that the notion that 'new retail models have not yet been proven' is a false proposition, as new retail is not a fixed model but a rapidly evolving, diverse form of retail that is essential in the consumer sovereignty era. Despite setbacks and failures, new retail has driven innovation and growth in China's retail sector, and businesses should embrace it rather than dismiss it.
龙商网Coca-Cola Makes Major Investment in Dairy: Launching 'Tech Milk' - Ultrafiltered Milk
This will be a significant long-term investment for Coca-Cola. To adapt to changing societal and consumer demands, the 133-year-old beverage giant is undergoing a century-defining transformation, particularly in response to health-conscious consumers turning away from carbonated drinks. It is actively expanding into new categories and launching new brands to position itself as a diversified total beverage company. Beyond entering healthier organic tea, coconut water, and premium juice markets, this century-old beverage company is also venturing into the dairy industry, targeting the value-added dairy beverage market with its fairlife ultrafiltered milk brand, aiming to make this 'tech milk' its next billion-dollar brand.
澄韵Weng Yinuo of Hongzhang Capital: Top-Down, Ten Keys to Consumer Investment
Defining a 'good' project first requires a decision-making framework. Although a framework cannot help you accomplish something, it can help you make decisions more effectively. People often ask me: 'Teacher Weng, can you share some good projects with us?' My answer is 'no,' because my 'good' is rarely your 'good.' Without a standard, you cannot say what is 'good.' To define 'good,' we need a 'frame,' that is, a decision-making framework. This framework is not universally applicable; it needs to be constructed by each individual.
翁怡诺Red Bull | Huabin Sues Tiansi, Is This Why Anaji Has Not Launched?
On April 16, the Beijing Court Trial Information Network published a civil ruling on a contract dispute involving Red Bull Vitamin Beverage Co., Ltd. The disclosure reveals new developments in the Red Bull case, with Huabin Group's Red Bull company suing Thailand's Tiansi for infringement and seeking exclusive production and sales rights until 2045.
澄韵Metro's Retreat: A Successful German Story That Fails to Move the Chinese Market
This may be an anticipated farewell. With 95 stores in 59 cities, Metro's brand presence outside Beijing, Shanghai, and Guangzhou is weak. The news of its business sale in China, valued at $1.5-2 billion, marks a significant retreat from a market where it struggled to adapt to local consumer preferences and intense competition.
旅程、然同学2016-2018 Hypermarket Performance, Market Share, and Average Sales per Store Summary
Recently, Gaoxin Retail released its 2018 financial report, also disclosing market share and average sales per store (excluding tax) for major hypermarket brands including China Resources, Walmart, Yonghui, Carrefour, Bailian, and CP Lotus from 2016 to 2018.
新零售研究智库Wan Long, hailed as the 'Steve Jobs of the slaughter industry', how did he create the Shuanghui myth?
Wan Long, once named 'God of Food' by Time magazine, is also known as the 'Steve Jobs of the slaughter industry'. Under his leadership, Shuanghui grew from a struggling Luohe meat processing plant with assets under 5 million yuan into a global meat empire with a market value approaching 100 billion yuan, now firmly holding the industry's top position.
金梅Bright Dairy: From 'First Dairy Stock' to 'Falling Out of Top Three' - Market Cap Surpassed by New Hope Dairy
In 2018, Bright Dairy's revenue fell 4.71% and net profit plunged 44.87%, with operating cash flow declining another 11.48% after a 38.66% drop in 2017. Entering its 17th year since listing, the 'first dairy stock in China' delivered a dismal report card, with its market cap now surpassed by New Hope Dairy.
王擎宇Bottled Water Returns: Is Robust Reviving?
Robust, once known for its claim that "every drop goes through 27 layers of purification," has re-entered the bottled water market after a three-year hiatus following its divestment by Danone. The company is leveraging its 30th anniversary to relaunch the business, aiming to capitalize on consumer nostalgia, though industry experts note the market is now dominated by established players.
New DistributionWorkplace: Why Doesn't Your Boss Promote You Despite Your Great Performance?
In the workplace, if you perform well, your boss may give you a raise or promotion. If your boss trusts you, they will definitely promote you and give you a raise. If you perform well but your boss doesn't trust or promote you, it's likely due to several shortcomings on your part.
王冠群From Asia's Sugar King to an Industrial Empire: The Rise of the Tycoon Behind the $10 Billion Arawana
Arawana, often perceived as a domestic Chinese brand, is actually owned by Yihai Kerry, a foreign-invested company preparing for an A-share IPO. The article traces the history of its parent company's founder, Robert Kuok, from his early days in the sugar trade to building a vast empire spanning palm oil, hotels, and real estate.
产融人士的加油站M2C Model: Building the Second Engine for Enterprise Performance Growth
The following is the speech content delivered by Mr. Ren Xiaodong, partner of New Distribution, at the 5th FMCG + Internet Conference hosted by New Distribution, organized and published for readers. Today, my sharing topic is 'M2C Model: Building the Second Engine for Enterprise Performance Growth.' In the context of enterprises' omnichannel marketing strategy, in addition to public domain traffic tactics, there are also private domain traffic tactics. We have summarized a set of M2C models, also known as enterprise C-chain construction. This is a summary of our experience in helping six or seven enterprises in practice over the past few years. Around M2C...
任小东Abandoning Monster, Coca-Cola's Own Energy Drink to Launch Next Month!
According to foreign media reports, Coca-Cola's first energy drink under the Coca-Cola brand, Coca-Cola Energy, will debut in Spain and Hungary next month. It combines naturally sourced caffeine, guarana extract, and B vitamins, containing 80 mg of caffeine per 250 ml, more than three times that of regular Coca-Cola. Coca-Cola will also offer a zero-calorie, zero-sugar option in 250 ml cans.
New DistributionRevenue Gap of 10 Billion Yuan, Net Profit Less Than Half: Mengniu Is No Longer on the Same Level as Yili
Mengniu has taken many detours in recent years, and the widening gap with its peers has become an indisputable fact. On February 28, Yili Co., Ltd. (600887.SH) took the lead in releasing its 2018 annual report. According to the report, Yili achieved total operating revenue of 79.553 billion yuan, a year-on-year increase of 16.89%. Revenue increased by 11.5 billion yuan, the largest increase in history. At the same time, Yili's net profit attributable to shareholders of the listed company was 6.439 billion yuan, up 7.31% year-on-year; non-GAAP net profit increased by 10.32%.
New Distribution2018 Mengniu Annual Results Released: Several Highlights Repeatedly Emphasized by Lu Minfang!
On the evening of March 27 (yesterday), Mengniu released its 2018 annual results announcement. In 2018, Mengniu's revenue reached 69 billion yuan, up 14.7% year-on-year; net profit was 3.043 billion yuan, up 48.6% year-on-year. This is the third annual report card delivered by Mengniu's new management team. Since the new management team led by Lu Minfang took office, they have carried out systematic reforms at Mengniu. Revenue growth went from 9.7% in 2016 to 11.9% in 2017, and then to 14.7% in 2018. Net profit went from a loss in 2016 to a profit of over 3 billion yuan in 2018.
New DistributionNews Flash | Yili Launches 'Yiran Milk Mineral Light Drink'; C'estbon Unveils 'West Lake Ten Scenes' Bottle; Pepsi Cola Introduces New Salted Caramel Flavor; Haitian, China Foods, Dali and Others Release 2018 Results
Yili quietly launches 'Yiran Milk Mineral Light Drink'; C'estbon introduces 'West Lake Ten Scenes' bottled water; Pepsi Cola launches a limited-time salted caramel flavor; Dannon invests EUR 240 million in a new production base; Haitian's soy sauce revenue exceeds RMB 10 billion for the first time; China Foods reports double growth; and other FMCG companies release their 2018 annual results.
New DistributionWeng Yinuo of Hongzhang Capital: In the Era of Fragmented Traffic, Small Brands Are More Likely to Gain Momentum!
The following is the speech delivered by Mr. Weng Yinuo, founding partner of Hongzhang Capital, at the 5th FMCG + Internet Conference hosted by New Distribution, organized and released for readers. Hongzhang Capital is an investment institution focused on the consumer sector, and I was among the early proponents of interpreting the connotation of new retail. My book 'The Future of New Retail' sold quite well. But looking at this book written two years ago from today's perspective, I feel there have been some profound changes. So today I will share with you our thoughts on the future of new retail and new brands.
翁怡诺Huiyuan's Big Predicament!
Huiyuan Juice, once a dominant player in China's FMCG market, is now mired in a debt crisis of over 10 billion yuan and faces delisting. The company's stock has plummeted 81.72% from its peak, and it struggles to meet the conditions for resuming trading.
参谋长Uni-President Rebounds: Are People Falling for Instant Noodles Again?
Since last year, the instant noodle market has seen a slight recovery, and according to Uni-President's latest data, spring seems to be coming. But early spring is prone to 'cold snaps'; for companies, understanding consumer preferences is the only protective clothing.
有趣有料的