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Wahaha to Sell Baijiu Business? Years of Diversification Efforts Have Repeatedly Failed
Recently, there were reports that Wahaha has completely exited the baijiu market by selling its Lingjiang Guojiu brand to Hebei Hualin Group. On September 12, Wahaha explained to Green Squirrel that only the production side was changed, and Wahaha still operates the brand and sales. Industry insiders point out that Wahaha lacks experience in baijiu, making it difficult to break through in the short term, and with declining performance, selling off the loss-making asset is understandable.
王子扬Yanjing Beer in Trouble
A decade ago, the Olympic flame entered Yanjing Beer Group in Shunyi, Beijing, where Li Fucheng carried the torch with passion. As a sponsor of the Beijing Olympics, Yanjing showcased a prestigious national brand. However, Yanjing Beer has lost its former glory, with weak performance and falling stock prices, gradually being edged out of the first tier by China Resources, Tsingtao, and Budweiser.
德林社德小财Behind the Rosy Performance of Beer Companies: Not Main Business but Subsidies
It seems that many beer companies rely on subsidies and financing to "get by." Recently, several beer companies have released impressive interim results. However, behind the rosy performance reports across the beer market, there is no substantial profit growth to support them. For example, the non-recurring gains and losses net profit of Guangzhou Zhujiang Brewery Group Co., Ltd. (hereinafter referred to as "Zhujiang Brewery") basically comes from government subsidies and investment income, with the main business accounting for a relatively small proportion. Industry insiders point out that the overall performance of the beer industry is improving, but the amount of subsidies behind it is relatively high. Some local governments subsidize beer companies in various ways to support them. However, a balance should be maintained between the "hematopoietic" ability of enterprise development and policy "blood transfusion" support, and the primary and secondary roles should not be reversed.
刘一博 许伟What's the Difference Between Yili and Moutai's Business Models? Interpreting Yili's 2018 Interim Report
No matter how excellent a company is, performance cannot grow linearly forever, so there's no need to overreact to short-term fluctuations; otherwise, it's just technical analysis chasing short-term results disguised as fundamental analysis. However, if short-term performance reveals long-term factors like business attributes and competitive advantages, we must pay attention. Yili released its interim report on August 31, with revenue of 39.943 billion yuan, up 19.26% year-on-year, and net profit of 3.469 billion yuan, up 3.00%. The market considered this report below expectations...
静逸投资Coca-Cola Acquires Costa: To Rival Nestlé or to Secure a Way Out?
Coca-Cola has agreed to acquire Costa Coffee from Whitbread PLC for £3.9 billion (about $5.1 billion), marking its entry into the hot beverage market. The move comes as Coca-Cola faces declining carbonated soft drink sales and aims to diversify its portfolio, following Nestlé's $7.15 billion deal for Starbucks' retail business.
New DistributionMaster Kong Instant Noodles Sold 11 Billion in Half a Year: Is It Due to Slowing Food Delivery Growth or 'Consumption Downgrade'?
Master Kong Holdings recently released its 2018 interim results, with revenue of RMB 30.996 billion, up 8.5% year-on-year, and profit attributable to shareholders of RMB 1.306 billion, up 86.59%. The instant noodle business continued to recover, driven by high-priced noodles, amid a slowing food delivery market and discussions of 'consumption downgrade'.
猫妹小姐姐Taishan Original Beer Marketing Director Ma Xiaolong: New Media and New Channels Drive Taishan Original Beer's Counter-trend Transformation
This article is an edited transcript of Ma Xiaolong's presentation on "New Media and New Channels Drive Taishan Original Beer's Counter-trend Transformation" at the FDIC 2018 China FMCG Digital Innovation Conference, as compiled by New Distribution. Ma Xiaolong discusses how Taishan Original Beer achieved 120% growth in 2017 through product differentiation, new media marketing, and a direct-sales channel model.
马晓龙News Flash | Suntory Makes a Move, Another Company Enters Functional Beverages! Yili Shares Plunge After Interim Report; Huiyuan Juice Continues Suspension, Interim Report Delayed...
Suntory's Lucozade Sport partners with Skipping Rocks Lab to launch edible Ooho packaging for sports drinks. Yili's shares fell sharply after its interim report showed high marketing expenses. Moutai prices have dropped, Huiyuan Juice remains suspended, and JD.com launches a global wine alliance.
New DistributionCOFCO Packaging Chairman Zhang Xin: Starting March This Year, We Won't Make a Single Can for JDB!
At a mid-year results meeting in Hong Kong, COFCO Packaging Chairman Zhang Xin announced that the company had stopped supplying cans to JDB from March this year, following a dispute over an equity investment. The move comes amid ongoing arbitration between the two companies and JDB's denial of financial data disclosed by Zhonghong Holdings.
New DistributionMengniu's H1 Revenue Reaches 34.474 Billion Yuan, Up 17% YoY; Net Profit 1.562 Billion Yuan, Up 38.5%; Yashili Revenue Surges Over 55%
Dairy giant Mengniu released its half-year results, showing high growth in both revenue and net profit. Surprisingly, Mengniu's net profit surged 38.5%. On the evening of August 29, Mengniu Dairy (2319.HK) announced its 2018 interim results in Hong Kong. In the first half, Mengniu achieved sales revenue of 34.474 billion yuan, up 17% year-on-year; net profit was 1.562 billion yuan, up 38.5%, far exceeding industry levels. So far, this is the best performance among major dairy companies that have published their half-year reports.
New DistributionRed Can Return Falls Through, JDB Mired in Trouble
JDB has recently faced turmoil, with reports of supply shortages during peak season and a denial of a debt restructuring agreement disclosed by Zhonghong Holdings, which also revealed JDB's 2017 net loss of 582 million yuan. JDB disputes the accuracy of the disclosed financials and denies involvement in the agreement.
New DistributionCan Xiangpiaopiao Still Circle the Earth Several Times? The Helmsman Says: I Feel Wronged
Xiangpiaopiao, known for selling 1.2 billion cups a year and circling the earth four times, released its first earnings report after listing, showing revenue growth but a net loss of 54.586 million yuan. Chairman Jiang Jianqi expressed frustration that the market focused only on the net loss, not the revenue increase, as the company faces growth challenges after more than a decade.
郑淯心 可杨Former Beverage Giants Lose Their Luster as New Market Players Make Frequent Moves
The beverage market has undergone dramatic changes, with former giants like Huiyuan Juice and Xiangpiaopiao facing huge losses and market share erosion, while new brands and categories emerge. To survive, companies must adapt by innovating products and marketing strategies to meet evolving consumer preferences.
郝晓燕 陈芝Milk Tea Sales Sluggish, Xiangpiaopiao Revenue Surges but Losses Widen
Xiangpiaopiao (603711.SH), known for selling 1.2 billion cups a year, reported a 55.38% revenue increase to 870 million yuan in H1 2018, but net loss widened to 54.586 million yuan, up 78.92% from a year earlier. The company attributes the loss to seasonal factors and rising costs, while heavy marketing expenses and intense competition also weigh on profitability.
New DistributionCoca-Cola Splashes Cash, Buying Up Brands
According to foreign media reports, Coca-Cola is about to become the second-largest investor in sports drink brand BodyArmor. This move is expected to give the beverage giant ownership of the second and third largest brands in the U.S. sports drink market, challenging Gatorade's dominance.
New DistributionBacked by Xu Xiaoping with 4 Investments, 50,000 WeChat Groups, Monthly Revenue Exceeds 80 Million RMB: Chen Ying of 'You Hao Dong Xi': 'Heavy Model' is the E-commerce Moat in the Social Era
Social e-commerce is gaining recognition and validation from capital, with companies like 'You Hao Dong Xi' achieving rapid growth. The company, targeting mothers and family consumption scenarios, has reached monthly GMV of over 80 million RMB in two years, backed by four rounds of investment from Xu Xiaoping.
新消费第一媒体Will Laoganma, which has 'resolutely refused to go public' for over 20 years, consider listing due to 'temptation'?
After news broke that Nongfu Spring was undergoing IPO tutoring, Laoganma received a survey from the Shenzhen Stock Exchange, sparking speculation about a possible listing. Laoganma has long adhered to a 'three no's' policy of no listing, no loans, and no financing, with founder Tao Huabi previously stating that listing is about deceiving people's money.
New DistributionUni-President's Secret Vending Machine Strategy: 1 Year In, Significant Results, Another 450 Million RMB This Year!
Uni-President China is accelerating its vending machine business in mainland China, with 2018 capital expenditure up nearly 90% to RMB 1.3-1.5 billion, 30% of which will expand vending operations. After a year of pilot testing, the company is now aggressively entering the market, facing competition from Nongfu Spring, Wahaha, and others.
袁来Uni-President 2018 H1 Performance Sees Double Growth! No Longer Worried About Comparison with Master Kong!
On August 7, Uni-President China released its interim results for the six months ended June 30, 2018. Revenue was RMB 11.224 billion, up 6.0% year-on-year; gross profit was RMB 3.757 billion, up 11.75%; gross margin was 33.5%, up 1.7 percentage points. Profit attributable to equity holders was RMB 714.3 million, up 25.4%.
New DistributionNongfu Spring Prepares for IPO? Or Is It Extremely Short of Money...
Nongfu Spring was rumored to be preparing for an IPO, but the company denied it, calling it routine coaching. However, insiders suggest the company may need significant funds for strategic moves, including deploying 100,000 self-service vending machines and other initiatives.
阿茹汗 李珂The Tricked Golden Monkey Candy: Foreign Capital Bought for 3 Billion, Sold for a Pittance of 200 Million, Former Shareholders Accused of Withholding Commissions
This article, republished with permission from Financial World Weekly (ID: cjtxzk), reports on the sale of the Golden Monkey candy brand by Hershey to Henan Yuxiang Food Technology Co., Ltd. Industry insiders believe Yuxiang's acquisition was driven by Golden Monkey's sales network in second- and third-tier markets and the high profit margins of the confectionery industry.
吴晓宇News Flash | Sneak Peek! Heineken's Latest Non-Alcoholic Beverage Ad; Fonterra Chairman Resigns Due to Illness? Schweppes Launches New +C Reduced Sugar Version; Mixing Energy Drinks with Alcohol is Dangerous...
This article covers recent FMCG news: Heineken's new ad for its non-alcoholic beer 0.0, Fonterra's chairman resignation, a partnership between Xingmei Holdings and Coca-Cola, a strategic agreement between Jing Brand and Alibaba, new product launches (Schweppes +C reduced sugar, New Hope's A2 fresh milk, Kellogg's cereal), financial reports from Fuling Zhacai and Liqun, and industry updates including a2's Manuka honey milk powder, Yilite's new products, an investment in Little Secrets, a food safety incident, and a warning about mixing energy drinks with alcohol.
New DistributionEnd of Zhao Shuanglian Era at COFCO: 380 Billion Liabilities Await Resolution
COFCO Biochemical's 8.2 billion yuan restructuring was approved; Zhao Shuanglian stepped down as chairman of COFCO Group; in 2016, COFCO Group reversed its performance decline. On July 17, COFCO Biochemical announced that SASAC had approved the restructuring plan, and the anti-monopoly review cleared the deal.
New DistributionConsumer Entrepreneurship Isn't Sexy: What Are the Real Opportunities for Entrepreneurs?
In the wave of consumption upgrading, a batch of localized, personalized, and precisely positioned consumer brands have become leaders in their niches through innovation in products and marketing, gaining capital favor. This article discusses how to view consumer entrepreneurship, its main development models, the essential qualities for consumer entrepreneurs, and the real opportunities for new consumer brands.
新消费第一媒体