NEW DISTRIBUTION RESEARCH TOPIC
What structural changes are reshaping China’s FMCG channels?
Analysis of distribution restructuring, channel economics, and the changing roles of brands, distributors, and retail outlets in China.
Related research and analysis
2301 articles · Page 27 of 96
Earnings Report Analysis | Yangyuan's 2021 H1 Report Released: Upgrades and Reforms Show Results, Paving the Way to a 100-Billion Vision!
On August 22, Yangyuan Beverages released its 2021 H1 report. The announcement shows that in H1 2021, Yangyuan achieved operating revenue of 3.411 billion yuan, a year-on-year increase of 91.27%, and net profit attributable to shareholders of listed companies was 1.159 billion yuan, up 63.85% year-on-year, with both revenue and profit growing. Yangyuan stated that the significant revenue increase was mainly due to the low base in the same period last year, affected by the COVID-19 pandemic and the earlier Chinese New Year, while effective pandemic control and the later Chinese New Year this year led to a substantial recovery in market demand.
AmyWalmart Closes More Stores in China: What's the Future for Hypermarkets?
Walmart's Q2 FY2022 revenue beat expectations but net profit fell 32.2% due to margin decline and overseas asset divestitures. In China, the company is closing hypermarkets and shifting focus to Sam's Club, though the model's success remains uncertain.
New DistributionSpecial Report | China Resources Beer's First Battle in Premiumization Wins, Mid-Year Results Highlights
China Resources Beer's interim results were excellent, with premium growth being the biggest highlight. On August 18, China Resources Beer (00291.HK) announced its interim results for the six months ended June 30, 2021, with all key indicators exceeding industry expectations. According to the interim report, H1 sales reached RMB 19.634 billion, up 12.8% year-on-year; sales volume completed 6,633.7 million liters, up 4.9%; net profit reached RMB 4.291 billion, up 106.4%.
陈思廷JD Daojia Releases 'Instant Consumption Trends Report for Snack Foods': O2O Value Cannot Be Ignored by FMCG Manufacturers
On August 11, JD Daojia released the 'JD Daojia Instant Consumption Trends Report for Snack Foods', the first industry report on the snack food segment in the O2O field. Over the past year or more, driven by the pandemic, many leading brands have increased their O2O investments, but the value of O2O extends far beyond being just a sales channel; it is a comprehensive marketing platform that enables precise market insights and growth.
秦淮Mengniu, It's Hard to Say I Love You!
A former top Mengniu distributor recounts his 18-year partnership with the dairy giant, detailing how initial success and deep loyalty gave way to financial ruin, unresolved debts, and a bitter dispute over promised compensation and support.
老董Fighting Sugar Doubles Its Value
The anti-sugar trend is becoming a lucrative business, with zero-sugar, low-sugar, and anti-sugar products proliferating across beverages, snacks, and even personal care. However, some products are criticized as a 'tax on intelligence' due to misleading labeling and potential health risks of sugar substitutes, prompting consumers to seek healthier alternatives through DIY and upstream sourcing.
新博弈编辑部New Changes in Community Group Buying: Leading Players Slow Down, Hema Market Steady and Rapid Development!
As summer arrives, community group buying faces a major test, with cold chain capability becoming an unavoidable challenge for all platforms. Intensified external competition, high internal costs, chaotic management, and lack of cold chain have led to shrinking order volumes, making declines for some platforms unsurprising. At the start of the year, Duoduo Maicai, Meituan Youxuan, and Chengxin Youxuan set high performance targets, but these are now difficult to achieve. The difficulties of leading players also present opportunities for latecomers. On August 3, Alibaba Group announced its Q1 FY2022 results, with MMC reporting GMV growth of about 200% quarter-over-quarter and a 260% increase in RDC construction area.
New DistributionTraditional Marketing Is Failing; Experiential Marketing Is the Future
Traditional marketing centered on brands and products no longer fits the modern era. The key to marketing now lies in experience design that focuses on people, capturing their emotions and creating peak moments to drive desire.
赵波、任文青Debate on the Future of Community Group Buying: 'Oligopoly' or 'Total Collapse, Not One Left'?
The article discusses the future of community group buying, debating whether it will become an oligopoly or face total collapse. It highlights recent failures like Shixianghui and Tongcheng Life, and features insights from industry experts on the challenges and potential paths forward.
New DistributionThe Alluring Braised Products Industry
The braised products industry in China has exceeded 300 billion yuan in market size, with leading companies like Juewei, Zhou Hei Ya, Huang Shang Huang, and Zi Yan Bai Wei Ji dominating the market. Despite the industry's growth, the top four players hold only about 10% of the market share, leaving ample room for new brands to emerge and thrive.
市值观察Community Group Buying Enters Deep Water, Traditional Market Ecology Shifts
A field visit to Zhenjiang reveals how community group buying platforms are aggressively recruiting store owners as group leaders through 'street-sweeping' campaigns, reshaping the traditional FMCG distribution landscape. Dealers face declining offline sales, while some adapt by diversifying brands, channels, and embracing e-commerce.
高级研究员 海游The Predicament of Distributors with Annual Sales Exceeding 100 Million
Recently, the author visited several large distributors in China and found that despite their scale and adaptability, they face limitations. This article explores these limitations and offers suggestions for transformation, including increasing information sources, seeking external expertise, and empowering younger teams.
赵波Tasting: An Action That Can Increase Sales by 5 Times, Ignored by 90% of Companies!
This article is a must-read for all physical businesses, especially food and beverage companies. It reveals a common yet overlooked action that can boost sales fivefold without extra manpower, materials, or time costs, and also encourages repeat purchases.
阳光头Entering 40,000+ Offline Outlets, Ranking First in Hema Category: A Dialogue with Mike Rice Wine on Breaking into the Tipsy Market!
As a mature brand, RIO has made 'low-alcohol' synonymous with its name, and the 'tipsy' scene has become a demand among young people. This has created opportunities for new brands like Mike Rice Wine, Berry Sweetheart, and Meijian. Mike Rice Wine, founded in 2014, chose the traditional Chinese rice wine category and has now entered over 40,000 offline outlets, becoming a top seller in Hema and other channels. The article explores the strategic thinking behind this choice and the industry's development.
苏相如重磅 | 《2020-2021年中国快消B2B平台研究报告》发布
Since 2016, FMCG B2B has become an important channel for digital distribution and omni-channel coverage for FMCG companies. The cooperation between brand owners, distributors, and B2B platforms has entered a new stage of development in both breadth and depth. However, unprofitability or even losses remain the norm for several leading platforms, while regional platforms are expanding into surrounding markets. What changes will occur in the industry landscape of FMCG B2B in the future? Will the business model and fulfillment methods of B2B change?
New DistributionJune Fresh Releases China's First Salt-Reduction White Paper: What Is the 'True' Standard in the Post-Zero-Additive Era of Condiments?
In February 2021, the National Poverty Alleviation Office was abolished and replaced by the National Rural Revitalization Administration, marking the complete eradication of rural poverty and the shift toward building a moderately prosperous society. This signifies that consumption upgrading is not a local phenomenon but a holistic one, not future tense but present continuous. The era drives the rise of salt-reduction awareness, and June Fresh has taken the lead by releasing the first salt-reduction white paper, setting a new benchmark for the industry.
AmyChannel Order Onlineization: Controlling Product Flow and Enhancing Marketing Efficiency
Field Service 365 proposes that digitalization in the FMCG industry mainly consists of five onlineizations: personnel, customers, marketing activities, channel orders, and channel inventory. Among these, channel order onlineization, which manages orders for products sold by distributors, is undoubtedly the most challenging. By understanding distributor sell-out orders, companies can gain insights into product flow, implement targeted marketing activities, and improve efficiency.
数字化的Young People Trying to Lose Weight, While Liangpin Shop, Wei Long, and Genki Forest Worry Themselves Sick
Young people are increasingly turning to low-calorie snacks to reconcile their desire for tasty food with their weight loss goals. Chinese snack brands like Wei Long, Liangpin Shop, and Genki Forest are responding by launching healthier snack options, signaling a shift toward health-conscious eating in the domestic snack market.
财经新媒体A Successful Promotion: The Promoter's Contribution Is No Less Than 60%
This article argues that promoters are crucial to the success of promotional activities, yet many FMCG companies neglect their management. It offers insights into improving promoter productivity through human resource management, including planning, recruitment, training, performance, compensation, and employee relations.
高级研究员 海游From Annual Sales of Over 20 Million to Hundreds of Millions in 7 Years: What Did This Trading Company Do Behind Its Rapid Growth?
This article explores the growth journey of Anhui Sulong Industry and Trade Co., Ltd., from annual sales of 20-30 million to hundreds of millions in seven years, highlighting the strategies of its chairman, Su Jiandong, including information flow, customer service, organizational management, and product selection.
周群重磅 |《2020-2021中国社区团购行业研究报告》完整版发布
Scan the QR code in the image to register. Community group buying is heating up, with Meituan, Pinduoduo, and Didi entering the fray, pushing attention to new heights. Meanwhile, many brand owners and distributors are beginning to cooperate with community group buying platforms to explore market growth and consumer reach. Correctly understanding community group buying and its business model value is fundamental for brand owners. Recently, New Distribution officially released the full version of the "2020-2021 FMCG Community Group Buying Industry Research Report".
New DistributionGenki Forest Falls from the "Cloud"
Genki Forest's rise, like a stone thrown into a lake, stirred ripples in China's long-quiet beverage market. People are keen to dissect its success logic: geographic arbitrage, aesthetics as justice, influencer marketing, seizing the consumer mindshare of "0 sugar, 0 fat, 0 calories," and fully exploiting convenience store channel dividends. There is no shortage of criticism and doubt: "fake Japanese goods," "copycat," "inflated valuation," "sugar-free scam," and "consumer goods companies that focus too much on marketing and not enough on product will have no future." At the recent Yabuli Forum...
芽郁New Distribution Thematic Salon—"Community Group Buying Is Coming on Strong: Brand Owners' Response Strategies" Concludes Successfully!
Scan the QR code in the image to register. Within a short time of its rise, community group buying has become well-known throughout the FMCG industry, from executives to sales staff. However, only by doing it do you realize how much remains unknown: How should community group buying be done? How should product strategies be set? How should organizational structures be designed? What partners should be chosen? How should resources be allocated? On the afternoon of June 25, New Distribution held a successful salon seminar in Shanghai on this topic.
New DistributionWhere Have All the Sales Representatives Gone?
Are sales representatives really 'out selling'? A hot topic in the FMCG industry asks why young people are reluctant to become FMCG sales reps, with many switching to food delivery or ride-hailing. The reality is that frontline sales work is often repetitive and inefficient, and the traditional 'human wave' strategy is no longer viable. Companies are turning to crowdsourcing platforms to handle routine tasks, allowing core sales teams to focus on actual selling.
山仙森