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Browse 1243 New Distribution articles about E-commerce & Instant Retail.
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The FMCG Industry Is in Chaos Right Now
Recent visits to multiple regional markets reveal widespread anxiety across the FMCG industry, affecting brand owners, retailers, and distributors alike. Since 2024, over half of listed food and beverage companies have seen declining revenues, while retail is being reshaped by new formats and online channels, forcing a fundamental redefinition of roles and collaboration.
周群Lin Xiaohai's First Anniversary: Reviving JAHWA is Hard, But If It Weren't Hard, Why Would They Need Me?
At the 2024 annual shareholders' meeting of Shanghai Jahwa on June 25, Lin Xiaohai announced that during the 618 shopping festival, major brands achieved high double-digit growth across online channels, with e-commerce GMV up nearly 30% year-on-year. Reflecting on his first year as chairman and CEO, he gave himself 79 points, acknowledging the difficulty but expressing confidence in the validated strategy and completed organizational restructuring.
号外Pinduoduo: Reversing 'Consumption Downgrade'
Classical economics holds that value is created by labor, but Pinduoduo's success stems from matching supply with demand. By aggregating fragmented demand and upgrading white-label products, the platform helps merchants like 'Big Yellow Bee' and 'Que Ya Chi' achieve growth despite industry slowdown, creating a new price band between white-label and branded goods.
瀚星Tsingtao Brewery's Dual 'Chart-Topping' Feat: Brand Value of 280.355 Billion RMB Retains Top Spot, Sweeps First Place Across Six Major Platforms During 618
On June 18, the 22nd World Brand Conference was held in Beijing. When the World Brand Lab unveiled the 2025 'China's 500 Most Valuable Brands' list, Tsingtao Brewery once again topped the Chinese beer industry with a brand value of 280.355 billion RMB, continuing its 22-year streak of leading the list. On the same day, the 618 mid-year shopping festival on major e-commerce platforms concluded, with Tsingtao Brewery securing the top spot in beer category brand sales across six major platforms: Tmall, JD.com, Pinduoduo, Douyin, Kuaishou, and Vipshop.
诺言A Cup of Ice for One Cent, Cheaper Than Water? The Ice Cup That Went Viral Last Year Is Back!
In the summer of 2024, ice cups went viral across the internet, and now their prices have been driven down. Some online platforms have slashed the price of a single ice cup to as low as 1 yuan or even 0.01 yuan, while major tea beverage brands like Guming and Shuyi Xiancao have launched '1 yuan ice water/ice cup' promotions to attract customers. Last year, we reported on and analyzed the underlying logic behind the ice cup craze in Japan and South Korea, sparking industry attention and discussion. In the comments section, readers debated the price, usage scenarios, and other aspects of ice cups, with sharp observations such as 'lack of a complete product ecosystem,' 'lack of detailed usage scenarios,' and 'pricing too high' highlighting the shortcomings ice cups faced at the time.
FoodailyMetro's Transformation Dilemma: From B2B Dominance to B2C Challenges
Xia An, a Beijing resident, says she hasn't opened the Metro app in a long time. In 2022, amid the boom in paid membership warehouse clubs, she signed up for both Sam's Club and Metro membership apps. However, Metro's subsequent performance left her dissatisfied, with issues like online stock discrepancies and poor delivery service. Similarly, other consumers and B2B clients have noted a decline in Metro's product range, supply stability, and overall experience since its shift towards individual paid memberships, leading to customer attrition and strategic confusion.
晴山The New 'Human Cat Treat' That Conquers Picky Young People
From the low-calorie staple 'konjac noodles' for fitness enthusiasts to the stress-relief snack 'konjac spicy strips' for binge-watching sessions, konjac is taking over young people's shopping carts. Since 2024, konjac's online buzz and engagement have surged, with total mentions across Weibo, Xiaohongshu, Douyin, and Kuaishou up 191% year-on-year in 2024, and Q1 2025 alone reaching about 60% of 2023's total. Some have used a pack of konjac spicy strips to 'conquer' French professors and classmates, while others credit konjac for helping them lose weight.
DT商业观察The Counter-encirclement Battle of Traditional Retail: Expanding the Traffic Pool and Deepening the Supply Chain
Recent market research reveals structural changes in the retail industry: high-tier cities like provincial capitals and municipalities are the main battlegrounds for internet giants' instant retail war, while lower-tier markets are seeing a traditional retail counterattack, often with large stores. Brands like Mingming Henmang, Haoxianglai, and Lingship Youming are expanding hard discount supermarket formats, and livestreaming and private domain operations are becoming standard for physical stores.
陈海超、黄腾飞Another Round of Boring 'Cutting Out the Middleman'
The first is the 'bare procurement + private label' model represented by Sam's Club and Pangdonglai, which will sweep offline retail in the coming years and become the mainstream for large retailers. This imposes new requirements on upstream suppliers, whether manufacturers or distributors. The second is instant retail, as the last big piece of the e-commerce pie, which will also enter a rapid growth phase. For example, Meituan's fastest-growing business segment will likely be Xiaoxiang Supermarket, which follows a model similar to Sam's Club, also using 'bare procurement + private label'.
苗庆显Wines That Don't Sell in Traditional Channels Are Selling Out on Meituan Flash Shopping
In recent years, the sales model of the liquor industry has been undergoing structural changes. On one hand, traditional distribution models, including offline liquor stores and mass distribution channels, are facing increasing pressure, with issues such as high inventory, opaque pricing, and low channel efficiency becoming apparent. On the other hand, although traditional e-commerce has created some incremental growth by compressing distribution links, it has struggled to fully unlock the growth potential of the liquor market due to the mismatch between logistics efficiency and consumers' immediate needs. Against this backdrop, instant retail has rapidly risen with its 'localized + high-timeliness' model, becoming a new strategic high ground that the liquor industry is competing to explore.
周群Dingdong Maicai 'Under Siege'
Recently, major companies have been fiercely competing in the instant retail battlefield. Meituan launched a new brand 'Flash Purchase' to directly challenge JD's 'Seconds Delivery'; Taobao Tmall's instant retail business 'Hourly Delivery' upgraded to 'Taobao Flash Purchase', offering consumers drinks like Heytea and Luckin for 3-4 yuan. On May 16, Dingdong Maicai released its Q1 2024 financial report, with revenue of 5.48 billion yuan, up 9.1% year-on-year; Non-GAAP net profit was 30 million yuan.
张语格One-Person Operation, First-Month GMV Exceeds 10 Million: New Online Opportunity for FMCG Distributors!
Distributors report declining offline sales and rising inventory, prompting a shift to online channels. Dewu platform offers a new opportunity with low costs, high profits, and significant growth potential for FMCG distributors, even those without e-commerce experience.
AsherJD.com Joins Forces with Pangdonglai: Liu Qiangdong's Physical Retail Ambition and Yu Donglai's Online Needs
Liu Qiangdong and Yu Donglai, two entrepreneurs recently in the public spotlight, have officially joined forces. In June, the first Henan supply chain industrial base jointly built by Pangdonglai and JD Logistics will begin operations, with an annual output value of about 2.5 billion yuan and taxes and profits of 50 million yuan.
RBF团队Users Are in the Scene
Users are not abstract entities but are situated within specific scenes, where their needs become concrete 'jobs to be done.' Scenes provide clear tasks, trigger emotions, and unify people, goods, and place, making them the optimal setting for marketing, especially for promoting new brands, products, markets, and high-end offerings.
刘春雄Xiaoguan Tea Enters the Bottled Tea Market, First Batch Sells Out Online Within 2 Hours
On May 21, 2025, Xiaoguan Tea held a launch event for its new high-aroma sugar-free tea in Beijing, responding to consumer demand for healthy, authentic tea drinks. The product, developed with proprietary Kung Fu tea extraction technology, sold out online within two hours of the event.
New DistributionThe Battle of "Hundred-Billion Subsidies" Has Finally Reached Food Delivery Platforms
JD Food Delivery launched hundred-billion subsidies, and Meituan followed, emphasizing that over the next three years, Meituan will invest a total of 100 billion yuan in the catering industry. With subsidy deals and public opinion battles, Meituan and JD.com stole the spotlight in April, attracting attention from consumers, merchants, and riders. Under this heat, marketing subsidy actions can achieve twice the result with half the effort. As the war of words intensifies, what is Ele.me doing? The "red-yellow" battle: what is the "blue" doing? The fierce battle between JD.com and Meituan has many wondering—"What exactly is Ele.me doing?"
New DistributionDouyin's "Female Drinkers" Propel a 40-Year-Old Henan Beer Brand to Fame
In a monopolistic market where the CR5 exceeds 90%, and in an industry that peaked in production and sales in 2013 and has since entered a stock competition, a local 40-year-old brand has risen abruptly, securing the top spot in the beer sales ranking on Douyin's Double 11 Good Things Festival, and driving a new category's transaction value on JD.com's Double 11 supermarket to grow by 5324%. This is what Jinxing Beer has achieved in the past six months. Behind this story are many "female drinkers" on Douyin (nickname only, no inappropriate guidance), who, with sentimental love songs as BGM, have pushed Jinxing's tea-flavored beer to the top of the charts.
刀法行研Costco China Takes a Different Path in E-commerce
In April 2025, Costco announced same-city delivery across all its Chinese mainland store cities, promising delivery within 90 minutes in main urban areas. Unlike Sam's Club, Costco has not adopted a model with front warehouses, instead using a 'store-warehouse integration' approach and transparent delivery fees, reflecting a cautious and operationally pragmatic strategy.
零售氪星球Taocaicai Exits, the Endgame for Community Group Buying?
Taocaicai, Alibaba's community group buying platform, has quietly replaced its next-day pickup service with a delivery-by-courier model, signaling a full retreat from the sector. This move reflects the broader struggles of the industry, as platforms like Meituan and Pinduoduo also scale back, leaving suppliers and group leaders facing mounting pressures.
十里Three Keywords for the Future of Instant Retail: Co-Integration, Demand-Pull Supply, and Supply Determined by Demand
From the exploration of Taoxianda's one-hour delivery business in March 2018, to the entry of platforms like Meituan, Ele.me, and JD.com, and to the emergence of various new models today, the instant retail industry has gone through seven years of development. In Chinese traditional culture, the number 'seven' is full of mystical significance, and 'when it reaches seven, change is inevitable.' Looking back at these seven years, from the initial growth of new channels, to deep connections with brand owners, retailers, and distributors, and to today's scenario-based marketing, instant retail has continuously iterated and innovated, gradually becoming an all-encompassing 'marketing + sales' new ecosystem.
贝念军Channel Evolution: 1919's Exploration of Instant Retail and Scenario Innovation in the Alcohol Industry
At the 10th China FMCG Innovation Conference held in Chengdu from March 17-19, Chen Cheng, General Manager of 1919's Data Marketing Division and also in charge of its Instant Retail and Traditional E-commerce divisions, delivered a keynote speech on channel evolution, instant retail, and scenario innovation. He shared insights from 1919's journey, including the development of its '1919 Quick Drink' cloud chain brand, the shift from traffic to customer retention, and strategies for digital transformation and operational refinement.
陈承Why Can't the Premium Fresh Milk Track Produce a Super-100-Billion Single Product?
According to Kantar Worldpanel, the average penetration rate of low-temperature milk nationwide was 39% in 2023, while in Shanghai it had already reached 72% by 2020. In high-penetration markets, the trend of upgrading from entry-level pasteurized milk to higher-quality premium milk has begun, and the diversification of milk consumption scenarios is accelerating the replacement of ambient milk by fresh milk.
王莹Cai Hongliang, Father of Baicaowei, Stumbles with Zihaiguo
Cai Hongliang's 46 years have seen two major turning points: selling Baicaowei for financial freedom, and founding Zihaiguo, which now faces enforcement actions and personal consumption restrictions. This outcome was arguably destined when Lotus Holdings abandoned its acquisition two years ago, dashing his re-entrepreneurship project on the eve of a capital market debut.
沈庹Behind the 60% Growth of Douyin's FMCG Market: How Can Small and Medium Brands Break Through?
The same beauty product sells out instantly in a Douyin livestream but performs poorly on traditional e-commerce platforms. The '2025 Ocean Engine FMCG Industry White Paper' reveals that Douyin's FMCG market is booming with a 60% growth rate, yet nearly 80% of small and medium brands struggle to survive. This reflects deep changes in consumption scenarios, user needs, and marketing models.
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