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Browse 1582 New Distribution articles about Capital, Earnings & M&A.
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COFCO's China Foods Sells Great Wall Wine Business, Transforms into Specialized Beverage Platform
On the afternoon of October 16, China Foods Limited, a subsidiary of COFCO Group, announced the sale and divestiture of all its wine and other non-beverage businesses centered on the 'Great Wall' brand. These assets will be sold to China Foods (Holdings) Limited, a wholly-owned subsidiary of the controlling shareholder COFCO Group, for a total transaction value of approximately HK$5.069 billion (RMB 4.277 billion). COFCO Group stated that China Foods will become the sole specialized beverage platform under COFCO Group, focusing solely on the beverage business in the future.
New DistributionShould Procter & Gamble Be Sold?
At 180 years old, Procter & Gamble faces declining performance and shareholder unrest, prompting questions about whether it should sell itself while it still has value. The article examines P&G's struggles, including product controversies, marketing missteps, and its perceived arrogance toward the Chinese market.
老纳Domestic Beer Giants See Sales Recover, Aim for Mid-to-High-End Market
Domestic beer seems to be recovering. Recently, industry giants including China Resources Beer, Tsingtao Brewery, and Yanjing Beer released their first-half 2017 results, showing varying degrees of growth in revenue, profit, and sales volume. To reverse the industry downturn, these companies are transforming through 'premiumization and capacity reduction,' including phasing out low-end capacity and launching mid-to-high-end craft beers. However, He Yong, deputy secretary-general of the China Alcoholic Drinks Association, noted that the industry is still in a structural adjustment period that may last 2-3 years, so a true recovery is not yet certain.
吴容This Company Earned 1.8 Billion Yuan Selling Sunflower Seeds in 6 Years, Invested 3.4 Billion in Wealth Management, and Made Tens of Millions in Interest Annually
As you casually crack open sunflower seeds that won't cause heatiness, every cent flows into the accounts of Chacha Food. By selling bags of roasted seeds and nuts, Anhui-based Chacha Food listed on the Shenzhen Stock Exchange and has earned nearly 1.8 billion yuan in total over the past six years. After listing, Chacha Food resisted temptation and continued to focus on its core business of roasted seeds. As of 2016, the sunflower seed business remained the company's absolute mainstay, contributing over 70% of revenue. Don't underestimate sunflower seeds; their gross margin exceeds 30%, which is more profitable than some seemingly impressive industries.
范建Reflections of a 20-Year FMCG Veteran on Cross-Industry Transition
A veteran with nearly 20 years in the FMCG industry shares his journey through three distinct phases, from traditional sales to modern channels, and finally to a B2B startup. He reflects on the changing dynamics of the industry and the importance of learning agility over past experience, inspired by the book 'Creating JD' and his transition to a new role in the internet sector.
周峰Private Capital Circles Wuhan State-Owned Supermarkets: Joy City Grabs Hanshang, Yonghui Seizes Zhongbai, Intime Battles Wushang
Wuhan, historically a commercial hub, has four state-owned listed supermarket companies: E Wushang, Zhongbai Group, Wuhan Zhongshang, and Hanshang Group. Their dominance, undervaluation, and dispersed shareholding have repeatedly made them targets for private capital, including Intime, Xinguang, Yonghui, and Greenland.
徐霁The Great Collapse: The Fall of Beingmate, Once the No.1 Domestic Milk Powder Brand
Beingmate, once crowned as China's top domestic milk powder brand, held a top-three market share for years. However, by 2016, its sales plummeted and it suffered massive losses, with revenue dropping 39.02% year-on-year to 2.764 billion yuan and net profit attributable to shareholders falling 853.24% to -781 million yuan. This article explores the reasons behind Beingmate's decline from glory to ruin.
维尼熊Yili's Bid for Australia's Largest Dairy Faces Hurdles, May Encounter Competitor 'Sabotage'!
As domestic dairy companies shift their overseas goals from resource acquisition to market expansion, overseas M&A has become increasingly difficult. Recent reports about Yili's high-priced bid for Australia's largest dairy, Murray Goulburn, have drawn attention. Yili denies the reports, but there are suspicions that international intermediaries may have deliberately leaked information to raise the bidding threshold.
栾立A New Era of Inflation: Air Conditioners, Eggs, and Even Shampoo Prices Rise, Paper Prices Soar... 'We Can't Take It Anymore!'
Egg prices are surging, and while some economists attribute this to seasonal factors and weather, the reality is that consumer goods prices have been collectively rising since last year. In February, several listed companies raised product prices, signaling a new wave of inflation, which has continued six months later. Raw material prices are hitting new highs, and more consumer goods are joining the price hikes.
New DistributionLet Results Speak, Everything Else Is Nonsense!
This article outlines workplace principles emphasizing results over effort, problem-solving, and loyalty to the team. It argues that employees are valued for their performance and contributions to company profits, and that strict leadership is essential for growth.
New DistributionLatest News: Nestlé, Danone, Mondelez, Kellogg, Coca-Cola and PepsiCo Release Q2 Results; 'Unmanned Factories' Sweep the Food Industry; Counterfeit Plants Mix Their Own Red Bull, JDB, and Wong Lo Kat...
Global major food, beverage, dairy, grain, and meat companies reported their Q2 2017 results. Nestlé's profit rose 19% but sales growth was weak; Danone's sales increased 9.7%. The food industry is seeing a trend of 'unmanned factories,' and a counterfeit plant was exposed for mixing its own Red Bull, JDB, and Wong Lo Kat.
New DistributionThe Du Kang Trademark Dispute Remains Unresolved After More Than 20 Years, with Lawsuits Spanning Multiple Provinces and Cities
The 'Du Kang' trademark dispute has persisted for over 20 years, with Luoyang Du Kang and Baishui Du Kang engaging in complaints and lawsuits across multiple regions. Courts in the companies' respective locations have issued conflicting rulings, and the latest case involves Baishui Du Kang suing the Beijing Chaoyang District Administration for Industry and Commerce.
朱星Since September, Paper Prices Keep Rising, Putting Pressure on Food Companies with High Packaging Costs
Since September, paper prices have continued to surge, with corrugated paper and other packaging paper prices more than doubling year-on-year, increasing the cost of a carton by 0.2 to 0.5 yuan. Food companies with significant packaging costs are under immense pressure and face price hikes.
New DistributionFrom 200 Yuan to Industry's 'Top Butcher', Now Losses and Disappearance from Top 500 Private Enterprises: Can This Meat Giant Bloom Again?
Yurun Group, once ranked 112th among China's top 500 enterprises, 39th in manufacturing, 8th among private enterprises, and 1st in meat processing, with two listed companies and nearly 130,000 employees, released its 2017 interim report, but was absent from the latest private enterprise 500 list. The company faces declining revenue, heavy debts, lawsuits, cash shortages, and layoffs, while its founder remains missing.
New DistributionWhere Is Wahaha's Baijiu After 3+ Years and a Claimed 15 Billion Investment?
Three years after beverage giant Wahaha announced a 15 billion yuan investment in sauce-flavored baijiu, its Lingjiang Guojiu brand has faded from public view, with sales far below initial targets. The company has since shifted focus to strong-flavored 'minjiu' (popular-priced liquor), achieving sales of 10 million yuan, while its partner Jinjiang Distillery has diversified into eco-tourism.
云酒Mengniu's Profit Only One-Third of Yili's: Is the Dairy Duopoly Becoming a Single Oligopoly?
Mengniu Dairy's profit recovery in the first half of the year masks persistent losses at its investments, Yashili and Modern Farming, and its profit is only about one-third of Yili's, with market value at about 40% of Yili's. The long-standing duopoly in China's dairy market appears to be shifting toward Yili's dominance.
面包财经B2B: A Method to Double Small Store Performance
To support the compilation of New Distribution's '2017 FMCG B2B Industry Competitiveness White Paper', our team conducted in-depth field research in cities with advanced FMCG B2B development. The research revealed that most small stores operate unprofessionally, potentially doubling their performance with more professional practices.
鲍跃忠What Separates Mengniu from Yili: A Niu Gensheng or a Yashili?
A review of Mengniu's performance reveals that while its revenue gap with Yili is not as wide as perceived, the key divergence in profitability and market value stems from Mengniu's acquisition of Yashili, which led to significant losses and goodwill impairment.
飞鼠溪Rumor: Shenzhen Capital Group to Acquire Over 50% of Eternal Asia, Zhou Guohui to Step Down as Second Largest Shareholder?
Eternal Asia announced a trading halt due to a strategic cooperation involving transfer of controlling stake to a Shenzhen state-owned enterprise. Rumors suggest Shenzhen Capital Group will acquire over 50% of Eternal Asia, making Zhou Guohui the second largest shareholder.
New DistributionToday's News: Yili and Mengniu Both Report Growth; Five Listed Beer Companies Release 2017 Interim Reports; Huiyuan Juice Delivers Impressive Results; Office Retail Rises; AI Can Identify Ingredients...
Yili and Mengniu both reported revenue and profit growth in their 2017 interim reports, while five listed beer companies showed signs of recovery. Huiyuan Juice also delivered strong results, and office retail is gaining traction with new entrants like MissFresh. Additionally, AI technology can now identify food ingredients from photos.
New DistributionCompanies Hit Hard by Plunging Raw Milk Prices: Not Just Modern Farming...
The second dip in raw milk prices has pushed domestic raw milk companies like Modern Farming back into losses. Modern Farming reported revenue of 2.34 billion yuan but a loss of 670 million yuan in the first half, mainly due to the decline in raw milk purchase prices. Since the second quarter, raw milk prices have fallen sharply, causing significant losses for domestic raw milk enterprises.
New DistributionDaily News: Well-known Companies 'Copycat' Themselves in Trademark Registrations; Bright Dairy H1 Revenue 10.923 Billion Yuan, Achieving Double Growth! Lianhua Supermarket H1 Loss of 4.82 Million, Closed 138 Stores
On August 30, 2017, the daily FMCG morning report covers news that well-known companies like White Rabbit and Alibaba register similar trademarks to protect their brands, Bright Dairy reports H1 revenue of 10.923 billion yuan with net profit up 52.17%, and Lianhua Supermarket posts a loss of 4.82 million yuan while closing 138 stores.
New DistributionAttention: This Round of Consumption Upgrade Is Quite Unusual!
A wave of more rational and discerning consumers is approaching. This consumption upgrade is not simply about higher prices but is based on a shift in consumer cognition, emphasizing quality, experience, and service over brand names.
陈伟权If JDB and Mengniu Had Different Outcomes, Who Would Be the Biggest Beneficiary in the COFCO System?
COFCO Packaging's acquisition of a 30% stake in JDB's subsidiary signals COFCO's deeper entry into JDB, potentially leading to full control. Drawing parallels with Mengniu's experience, the article suggests that while COFCO Packaging benefits initially, China Foods (506.HK) might be the ultimate winner if JDB's trajectory differs from Mengniu's.
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