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Capital, Earnings & M&A

News Flash | China Resources Beer 2018 Revenue Up 7.2%; Coca-Cola Launches New Flavored Sparkling Water; AB InBev May See First Chinese Female Independent Director; New Easy-Open Can...

Coca-Cola introduces three new flavors of sparkling water under its Smartwater brand. China Resources Beer reports 2018 revenue of 31.867 billion yuan, up 7.2% year-on-year. AB InBev nominates Liu Xiaozhi as independent director, potentially the first Chinese female in that role. Other news includes Toly Bread's earnings growth, Huishan Dairy's restructuring vote delay, and more.

New Distribution
Capital, Earnings & M&A

Making Water: A Few Words for Yili and Red Bull

Amid a cold FMCG market, bottled water stands out as a warm spot. While giants like Yili and Reignwood Group aggressively enter the premium water segment, niche player Xipin Tiancheng offers advice: focus on unique water sources and functional benefits, as it did with its selenium-rich water from Qinling.

New Distribution
Capital, Earnings & M&A

Breaking | Yijiupi Secures $100 Million Series D+ Funding from Warburg Pincus, Total Series D Exceeds $300 Million

Yijiupi, a Chinese FMCG industry internet platform and unicorn, announced today that it has secured $100 million in Series D+ funding from Warburg Pincus, just five months after a $200 million round co-led by Meituan-Dianping and Tencent. With this round, Yijiupi's cumulative Series D funding reaches $300 million, with Capital Light continuing as the exclusive financial advisor. The funds will be used for expansion into new cities, new retail chain layout, and product and technology R&D. Founded in 2014, Yijiupi is committed to improving FMCG industry efficiency through digital transformation.

New Distribution
Capital, Earnings & M&A

Three Years In: What Has New Retail Really Changed?

Amidst macroeconomic uncertainty in 2018, new retail has been a focal point, but internet giants' participation has not yet altered the highly fragmented structure of China's retail industry. The real impact lies in the digital transformation of the retail ecosystem, with data-driven systems for customer flow, merchandise, and supply chain set to reshape the competitive landscape for brands, distributors, and retailers.

贺晓青,司玉洁
Capital, Earnings & M&A

The World Stays Young, but You Will Eventually Grow Old: On the Eve of the Annihilation of Ten FMCG Giants

The moats of FMCG giants, built on brand, capital, channels, products, and talent since the 19th century, are collapsing in the internet age. Stock prices of the top ten FMCG companies have fallen significantly over five years, and their pricing power is eroding as consumer habits change.

于辰琪
Capital, Earnings & M&A

Danone's 'Water Business' Hits a Snag: Yili Bottled Water Discontinued, Mizone to Reformulate

Facing rapid changes in China's beverage and drinking water markets, French food giant Danone is making significant product adjustments. In 2019, Danone will stop selling its Yili bottled water brand, and its vitamin drink Mizone will undergo a formula change to address slowing growth in China in 2018.

洪若琳
Capital, Earnings & M&A

Youyou Food: Questionable Disclosure Rigor, Can Entering Hot Pot Base Material Market Break the Chicken Feet Dilemma?

Youyou Food, known as the 'first stock of pickled pepper chicken feet,' finally passed the CSRC review for its second IPO attempt, but soon faced scrutiny over its distributors' licenses and data accuracy. The company's move into the hot pot base material market may not solve its product diversification issues.

@十玖
Capital, Earnings & M&A

Deep Dive: The Core Competitiveness of Community Group Buying

In 2019, community group buying continued to grow rapidly across China, with strong financing, high growth rates, and expansion into lower-tier markets. This article analyzes the core competitiveness of community group buying platforms, including supply chain models, expansion strategies, category and price competition, and the crucial role of group leaders, using case studies and data from platforms like Kaola Select.

王军i
Capital, Earnings & M&A

Who Killed the "King of MSG"?

Lotus MSG, once a pillar of its local economy and the world's largest MSG producer, has been reduced to a tool for capital players, with its main business struggling, performance declining, and market share eroding. The company now faces delisting risks as it reports significant losses and negative net assets.

有趣有料的
Brand Marketing

News | Major: Anheuser-Busch InBev Plans to Change Chairman; Mengniu's Slow Burn Upgraded; Jiashili Launches Instant Pasta "Yi Q"; Portable Mushroom Snacks Hit Market; Nestlé Introduces Paper Packaging...

This article covers major FMCG news including Anheuser-Busch InBev's plan to replace its chairman, Mengniu's upgraded Slow Burn PLUS product, Jiashili's new instant pasta, South Mill Champs' mushroom snacks, Nestlé's paper packaging, the latest Forbes billionaires list, a proposal for a national liquor law, Jiajiayue's management of China Resources Vanguard stores, and JD.com's partnership with Google.

New Distribution
Capital, Earnings & M&A

Middle-Aged Men and Entrepreneurship: It's Tough, but Please Believe

The Chinese character for dream is the setting sun under the forest; you think it has no light, but it shines there. Yet when you chase it, it hides among the trees, leaving you in darkness. How easy is it to destroy a middle-aged man? High mortgage payments, parents' health, children's education, and a future with no prospects. The world is particularly cruel to middle-aged men: companies say positions should go to the young because they are energetic, easy to fool, and cost less; the government encourages young people to start businesses because they have brains, ideas, and stamina; investors say they invest less in the post-80s and not at all in the post-70s, and avoid the post-60s. What's left for middle-aged men is layoffs, anxiety, and the lack of courage to take risks.

纳兰醉天
Capital, Earnings & M&A

Yili and Nestlé: The Gap Is Only Time

Yili's 2018 annual report shows strong growth despite economic headwinds, positioning it as a 'ocean current' enterprise. While Nestlé leads in scale and history, Yili's rapid growth and strategic advantages suggest it can catch up given time.

赵继成
Capital, Earnings & M&A

Community Group Buying: A Brutal Arena

Being pushed to the forefront by capital and catching the dividend period is fortunate, but forming a core competitive advantage and continuously attracting consumers is the key to standing out and surviving long-term in the melee. In the first two months of 2019, the community group buying sector saw intensified actions, including Suning's launch of 'Su Xiaotuan' and the financing of Squirrel Pinduoduo.

千寻雪
Capital, Earnings & M&A

News | Jinmailang Second Son's Acquisition Falls Through, Losing 100 Million! Tiandi No.1 Launches 'Baiguo No.1' to Enter High-End Juice; PepsiCo Starts New Round of Layoffs; Annual Reports of Various Companies...

This issue covers the termination of Fan Mingke's acquisition of Lantai Sports due to non-payment, resulting in a 100 million yuan penalty; Tiandi No.1's launch of 'Baiguo No.1' mixed fruit juice; PepsiCo's new layoffs; and annual reports from Monster Beverage, Carabao, 1919, Yanghe, Ferrero, and others.

New Distribution
Capital, Earnings & M&A

Red Bull's 'Dark Web'

On February 20, 2019, the 10 billionth can of Red Bull rolled off the production line at Red Bull's Beijing production base, marking a high point for every Red Bull employee. Despite trademark disputes and competition from domestic functional beverage brands, Red Bull achieved growth in 2018, returning to 20 billion yuan in revenue, according to insiders.

Jack
Capital, Earnings & M&A

How Likely Is Mengniu's Acquisition of Zhongding?

Before the Spring Festival, Mengniu and Zhongding deepened their cooperation. This article examines the speculation that Mengniu might acquire Zhongding, analyzing the strategic cooperation agreement and the underlying economics from both sides' perspectives.

张志伟
Capital, Earnings & M&A

Deep Dive: Why Are Domestic B2B Platforms Suffering Massive Losses and Shutdowns? Insights from the Evolution of Sino-US Distribution Channels

This article compares the evolution of consumer goods distribution channels in the US and China to analyze why many Chinese FMCG B2B platforms are experiencing large-scale losses and closures. It argues that inadequate infrastructure and fragmented production are key reasons, while predicting a future shift towards larger, more consolidated channels and supply chains.

新经销刘少德
Capital, Earnings & M&A

Nestlé 618.57B, PepsiCo 437.79B, Danone 189.28B... The Dominance of Food Giants!

After the Spring Festival, international food giants have released their 2018 annual reports. Nestlé's revenue reached 914 billion Swiss francs (approximately 618.57 billion RMB), with a net profit of 101 billion Swiss francs (approximately 67.84 billion RMB). PepsiCo's revenue was 64.661 billion USD (approximately 437.79 billion RMB), while Danone's revenue hit 24.7 billion euros (approximately 189.28 billion RMB).

New Distribution
Capital, Earnings & M&A

The Ownership Change of Quanshi: A Mystery

Quanshi, a well-known convenience store chain in China, has been fully acquired, ending months of speculation. The buyer is believed to be linked to a former executive of Yinlu, though the exact details remain unclear.

新经销刘少德
Capital, Earnings & M&A

Annual Performance Turnaround? Is Your Performance 'Toxic'?

Some mark the end of the year on December 31, others at the Spring Festival. One is the fiscal year, the other the psychological year. In any case, it's time to take stock. Annual results are out; some met targets, others didn't. Some are happy, some are not. At this point, I'd like to emphasize: how about reviewing your annual performance within a five-year framework? This question aims to determine the value of annual performance. A person's work is valuable not only this year but also in the future...

刘春雄
Brand Marketing

Has Three Squirrels' Illness Been Cured?

After a year and a half, Three Squirrels has finally recovered. It is now transforming from an internet-famous e-commerce brand that rose on Tmall's dividends into an ecological platform enterprise in the snack food industry chain.

袁来
Capital, Earnings & M&A

Breaking News | Today, A-Share's First Liquor Distributor Huazhi Liquor Store Goes Public; Coca-Cola India Launches New Sparkling Beverage; Wugudao Restores Production and Supply; Better Life Acquires Jiarunduo...

Today, Huazhi Liquor Store became the first liquor distribution company to list on China's A-share market. Meanwhile, Coca-Cola India launched a new sparkling beverage, Wugudao resumed production, and Better Life acquired Jiarunduo's 22 stores.

New Distribution
Capital, Earnings & M&A

2018 Food Company Market Value Ranking: Total Exceeds One Trillion Yuan, Haitian Foods Tops at 185.8 Billion, Tianwo Shrinks Nearly 80%...

In 2018, the capital market experienced significant fluctuations, with 80% of listed food companies seeing their market value shrink. According to data from the last trading day of 2018, Haitian Foods led with a market value of 185.785 billion yuan, while Tianwo International suffered the largest decline of 79.23%.

方塘掬水
Capital, Earnings & M&A

Decoding Nestlé: A 150-Year Trajectory from Still Waters to Surging Rapids

Nestlé, founded in 1867, has navigated 150 years of history. In fiscal 2018, its revenue reached RMB 620.1 billion, equivalent to the combined 2017 revenue of Alibaba, Tencent, Baidu, Moutai, NetEase, Ctrip, and Toutiao. The company's growth can be divided into two phases: nearly a century of patient accumulation, followed by decades of aggressive global expansion.

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