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Opening 12 More Stores This Year: How Long Will Sam's Club Keep Zhu Xiaojing's 'Foundation' Waiting?
According to Yilan Business, Sam's Club China's sales exceeded RMB 140 billion in 2025, with paid memberships surpassing 10.7 million, yet the company faces a trust crisis amid rapid expansion. CEO Zhu Xiaojing emphasizes building a 'foundation,' but the company plans to open at least 12 new stores in 2026, raising questions about when it will truly focus on quality and member experience.
蒙嘉怡Cotti Coffee Steps Back from All-Store 9.9 Yuan Deals
Cotti Coffee, which initiated the coffee price war, now wants to move away from its all-store 9.9 yuan deals. This doesn't mean low-priced coffee will disappear, but players in the coffee market are eager to tell new stories.
吴文武Brands Finding It Hard to Succeed in Instant Retail
Meituan's recent acquisition of Dingdong for $717 million signals that instant retail, as an efficient new retail format, is highly valuable. However, adapting to this efficiency shift is challenging for brands, from understanding to execution.
张振宇Coca-Cola 'Slims Down', Guozishule Launches Limited Flavors: Channel Customization Becomes New Growth Engine
In 2025, a 400ml Coca-Cola labeled 'snack channel customized' appeared in Liangpin Hemang stores, 100ml less and 0.5 yuan cheaper than the regular version. Meanwhile, young beverage brand Guozishule launched multiple channel-customized products across categories like sugar-free tea and electrolyte water, with limited flavors such as golden osmanthus white tea and Litsea lemon tea to enhance channel identity.
擎苍Ten "Helpers" for Distributor Profit
In 2025, I conducted field research on no fewer than 50 distributor owners and identified many issues in warehouse logistics, team management, and channel management. This article is the first in a series, discussing ten factors that impact distributor profit, focusing on revenue-generating strategies such as execution, store efficiency, and digital transformation.
高级研究员 海游What Is True Long-Termism?
Li Zhilong, chairman of Hunan Sunshine Wine Co., Ltd., reflects on the baijiu industry's shift from 'capital carnival' to 'overcapacity,' advocating a return to quality and cultural value. He emphasizes building brands over selling products, fostering a community of shared interests among manufacturers, distributors, and consumers, and using social responsibility to sustain long-term brand growth.
思考派Pet Companies That Ignore 'User Assets' Will Have No Way Forward by 2026
The Chinese pet consumption market is undergoing a structural shift from 'explosive growth' to 'steady growth,' with consumers increasingly favoring brands that demonstrate strong brand equity and product quality. According to the CBI500 list, top-performing pet brands are those that have long-term invested in R&D and built clear consumer recognition, signaling that the era of traffic-driven, low-price white-label products is ending.
三亩From 'Meme Machine' to 'New Year Flavor Champion': What Did Master Kong Iced Tea Do Right?
As the 'atmosphere maker' of the Spring Festival, lanterns symbolize reunion and light up people's hopes for the new year. As the festival approaches, lanterns are being lit across the country, and the hashtag #彩灯一亮年味就有了# has surged to third place on Weibo's hot search list. Amid the festive atmosphere, giant 'cape-style' Master Kong Iced Tea lanterns that appeared in Harbin, Xi'an, and other cities stood out with their highly recognizable and majestic designs, quickly becoming a new favorite for young people to check in. Notably, this viral 'cape-style iced tea' image was not a brand fantasy but originated from an online meme.
张雨薇2025 Consumption Review: 10,000 Stores No Longer Rare, 100 Billion Just Passing Grade
In 2025, China's consumer market saw moderate growth in total retail sales of consumer goods, while the baijiu industry underwent deep adjustment. Despite this, sectors like trendy toys, ancient gold jewelry, and 4-yuan lemonade attracted capital attention, with Pop Mart, Laopu Gold, and Mixue Bingcheng collectively surging in Hong Kong. Amidst this ice and fire, consumer companies are undergoing a quiet evolution.
杨硕Before Squirrel Convenience Strikes, This Veteran's 43 Lightning Warehouses Hit a Fatal Trap
Lao Zhang received a call from Lu, a ten-year veteran in traditional trading with nearly 300 million yuan in annual revenue, who had plunged into instant retail with 43 lightning warehouses in less than two years. Despite initial success, by late 2024, most of his warehouses were losing money due to rising delivery costs, platform rule changes, and price wars, prompting him to seek advice on how to regain control and build a sustainable model.
老张The Underestimated Women's Alcohol Market Is Redefining the Second Half of China's Alcohol Industry
In the grand narrative of Chinese business history, some changes are thunderous, like the impact of e-commerce on brick-and-mortar stores, while others are quiet and deep, such as the explosion of the women's alcohol market. For a long time, the industry's interpretation of this phenomenon has been filled with arrogance and prejudice, defining it as a supplementary market or a marketing gimmick. However, this shift represents a historic transfer of power in alcohol consumption, moving from patriarchal social tools to humanistic lifestyles, and signaling a second enlightenment for China's alcohol industry.
戚特2025: The Life-and-Death Trials of Ten Major Consumer Brands, from Xibei to Zhong Xue Gao to Juewei
In 2025, China's consumer market witnessed a stark contrast: while some companies thrived, many once-prominent brands faced collapse. This article examines ten major consumer brands that encountered severe difficulties, including Xibei, Helen's, Dingdong Maicai, Liangpin Shop, Juewei Food, Markor Home, Milkground, Zihaiguo, Zhong Xue Gao, and Globalegrow, highlighting their struggles and the broader industry challenges.
张二河Yu Donglai Announces Retirement, Giving His Body Back to Freedom and His Soul to the Company
On February 11, 2026, Yu Donglai, founder of Pangdonglai, announced on social media that he would officially retire after the Chinese New Year, transitioning to a consultant role, with company operations to be led by the Pangdonglai Decision Committee. The announcement has drawn industry attention, though no official人事变动公告 has been released by the company as of press time. As a recognized soul figure in China's retail industry, Yu's influence extends beyond his company, having built a tiny supermarket into a nationally renowned business model over three decades.
王军From Buzz to Sales: Lay's Runs the Full-Court Press for CNY, Injecting Certainty into Channel Sell-Through
As the Spring Festival approaches, the CNY battle in the food and beverage industry has shifted from the 'stocking-up phase' to the intense 'explosive phase.' A month ago, New Distribution analyzed Lay's 2026 'scenario-based product portfolio' evolution, which addressed the channel's anxiety about 'what to sell' with combinations like 'Fortune Bucket' and 'Family Bucket' and a refined matrix covering all scenarios from self-use to gifting. But with the Spring Festival travel rush underway, the new question facing the industry is: with products in place, what will ignite sell-through?
冯瑶In the Next Five Years, Distributors Will Have Only One Lifeline: 'Extreme Efficiency'
In the past two years, New Distribution has heard the most common refrain in market visits: business has become difficult. Both brand owners and distributors feel the same, even if they maintain or slightly grow. Facing this sustained downturn, many distributors are lost, wondering if their product selection is wrong, if they should wait for the next trend, or if the market will recover after this period. The problem is often not a lack of effort, but that the old map in hand fails in the new world. Past experience gradually becomes a burden; the more skilled, the easier it is to misapply effort.
AsherImport Whiskey Tariff Cut to 5%: How Does the Liquor Market Feel?
According to a recent announcement by the Customs Tariff Commission of the State Council, the temporary import tariff rate on whiskey will be reduced to 5% starting February 2, 2026. This adjustment, following a hike to 10% in February 2025, is expected to have varied impacts on the market, benefiting high-end brands while having limited effect on mid-to-low-end products and domestic whiskey.
思考派Wahaha Suddenly Deregistered? Zong Fuli Makes Another Cut!
Wahaha's strategic restructuring is entering its most decisive phase. On February 5, the cancellation filing of Hangzhou Wahaha E-commerce Co., Ltd. put Zong Fuli's 'streamlining plan' back in the spotlight. This core subsidiary, where she serves as legal representative with a registered capital of 200 million yuan, was once the cornerstone of Wahaha's online transformation, but now it is coming to an end via 'resolution to dissolve'. This marks the sixth Wahaha-affiliated company Zong Fuli has cut since July 2025.
New DistributionBrand Listing: A Magnifying Glass on Manufacturer-Dealer Relations
As Dongpeng Beverage lists in Hong Kong and receives a warm reception from the capital market, many FMCG brands are also preparing to go public: Jinxing Beer filed an application on January 13, which, if successful, would make it the 'first Chinese craft beer stock' in Hong Kong; a few days later, Junlebao Dairy also filed an application, planning to raise funds for factory construction, capacity expansion, and brand marketing... Above the surface, this is a significant leap for brand owners toward capitalization and scale; beneath the surface, the businesses and future destinies of thousands of distributors are also stirring. The capital market...
陆知梨In Musk's View, the Essence of Spring Festival Marketing Is a 'Signal-to-Noise Ratio' Problem
This article uses Elon Musk's physics-based thinking to argue that most brands waste their budgets on Spring Festival marketing by adding to the noise. It proposes strategies like functional care, negative marketing, and non-red visual approaches to stand out.
梁将军After the Food Delivery War, Why Are a Batch of Lightning Warehouses Quietly Exiting?
“Lightning warehouses are not a high-profit industry; one cannot enter blindly.” This is the honest feedback from several lightning warehouse operators recently. Over the past year, the food delivery war and various subsidies have rapidly inflated instant retail order volumes. Many opened warehouses with a gold-rush mentality, believing that entry alone would guarantee profits. Indeed, subsidies boosted order volumes, but the problem is that high order volumes during subsidy peaks do not equal long-term operational capability; it is common to see total orders and loss-making orders increase simultaneously. When subsidies stop and orders decline, fundamental issues in product selection and daily operations are exposed. Previously, some merchants who entered impulsively began to incur losses and close warehouses, and the recent increase in warehouse recycling businesses confirms this.
AsherAfter Pop Mart, More Brands Eye Thailand: A Guide for FMCG Brands Entering Thailand
In 2024, Pop Mart's unexpected success in Thailand has led many to consider Thailand as a potential market when expanding into Southeast Asia. Thai consumers' high acceptance of new products, strong willingness to spend ahead, and developed convenience store system all support the feasibility of overseas brands entering the local market. However, recent exchanges with some brands have revealed that not every team has achieved phased results. The problem lies not in the product but in the path—the logic of scaling up in Thailand's FMCG business differs from that in China. Thai FMCG...
戚特Top 10 Convenience Store Events of 2025 Released
In 2025, China's convenience store industry stood at a crossroads of scale expansion and quality upgrade. This article reviews the top 10 events of the year, including Meiyijia's 40,000th store, leadership changes at Lawson and 7-Eleven, and regional players' expansion, highlighting the industry's transformation from quantity to quality competition.
RT内容组Brand Globalization: Scenario Insight and User Research
Going global is a hot topic, with more companies targeting overseas markets. Despite trade frictions, globalization is irreversible. China's complete industrial system and advanced marketing methods position it to create world-class brands. This article explores how to understand overseas consumers through scenario-based insights, using Cargo Bike and Haidilao as case studies.
空手Ten 'Killers' of Distributor Profits
In 2025, I conducted field research on no fewer than 50 distributor owners and found many issues in their warehouse logistics, team management, and channel management. I will compile these into a series of articles; today, I will discuss the ten factors affecting distributor profits. In recent years, it is true that making money has become increasingly difficult for distributors, and while external environmental factors are the same, improvements in certain areas can indeed boost distributor profits. I will divide this into cost-cutting and revenue-increasing sections, starting with cost-cutting.
高级研究员 海游