New Product Launches - Weiyi launched a summer limited edition mint-flavored yogurt drink, emphasizing a refreshing taste suitable for meals [3] - Nayuki's Tea introduced a new avocado yogurt smoothie, combining avocado and coconut with yogurt for a rich flavor [5] - Starbucks released two new products in collaboration with Mayday, featuring bergamot and peach flavors in their sparkling Americano [6] - Nestlé announced the launch of the "Absolute Deep Black" tea-coffee series, with two new products containing over 15.6% tea polyphenols and zero sugar, fat, or calories [6] - Wei Yi's new product "撞酸厚乳" is designed for fruit and vegetable drinks, utilizing advanced sterilization and emulsification technology [7] - Suida River introduced a new coffee series that combines coffee with jasmine tea for a unique flavor experience [7] - Kang Shifu launched a new sugar-free green tea, highlighting the use of premium spring-picked green tea leaves [7] Industry Events - RUU Coffee, a brand under Ningji, opened franchise opportunities, aiming to meet consumer demand for coffee in afternoon settings [9] - Al lbirds appointed actress Dong Jie as their brand ambassador, enhancing their market presence [11] - Italian restaurant brand Salia opened its first store in Vietnam, marking a significant expansion in the Asia-Pacific region [12] - Danone's Oikos brand launched its first non-refrigerated protein shake, targeting convenience and functionality [12] - Ziyan Foods established a new restaurant management company in Changsha, expanding its operational capabilities [12] - He Tea upgraded multiple store locations, enhancing the customer experience with a new design concept [13] Investment and Financing Trends - Thai food tech company MUU secured strategic financing to advance precision fermentation technology for plant-based dairy alternatives [15] - Sanquan Foods announced plans to merge with its subsidiary Zhengzhou Fast Kitchen to streamline operations and improve efficiency [16] - Green Tea Group listed on the Hong Kong Stock Exchange with an initial share price of HKD 7.19, but saw a decline in stock value shortly after [16] - Decathlon is considering selling approximately 30% of its Chinese business, with a potential valuation exceeding USD 1 billion [19] - Beyond Meat secured USD 100 million in funding to support its strategic initiatives amid industry challenges [20] - Unilever announced an investment of GBP 80 million to build a state-of-the-art fragrance factory in the UK [20] New Food Products - Dongfang Shuye launched a new product, Chenpi White Tea, featuring a zero-sugar formula [24] - Sweet Lala introduced a summer product, Qingmei Shuangshuang Tub, focusing on fresh ingredients [24] - Hippeas released a new plant-based snack, Cheezy Cheddar Pops, catering to the growing demand for healthier snack options [24] - Renyang Yitou Niu entered the children's dairy market with a new A2 milk product line [25] - Oreo launched a new chocolate pretzel flavor, marking its first foray into sweet and salty combinations [28] Beauty and Personal Care Developments - Sephora announced the introduction of Lady Gaga's Haus Labs brand in the Asia-Pacific region, launching 125 makeup products [29] - De Beers decided to close its lab-grown diamond brand Lightbox, refocusing on natural diamonds [29] - Off&Relax appointed actress Jiang Xin as its brand ambassador, promoting a relaxed lifestyle [32]

这是新消费智库第 2 6 3 9 期文章 新消费导读 1. 果子熟了无糖茶官宣杨紫升任全球品牌代言人 2. Clare Waight Kel ler 携 手 费 德 勒 推 出 首 个 优 衣 库 合 作 系 列 3. 星巴克茶咖全新上市 4. 海底捞推出儿童餐 5. 火鸡面味好友趣火辣上市 6. 达能将收购 Kate Farms 的多数股权 7. 朱栈完成近亿元融资 8. 美国 " 植物肉第一股 " 获得 10 亿美元融资 9. 传红杉资本有意出售 AMI 股份 10. 皮爷咖啡母企 JDE Peet' s 出售在土耳其的茶叶业务 11. 星巴克专星送登陆京东外卖 12. Roberto Caval l i 更换童装合作伙伴 13. 沃尔玛推出 AI 购物助理 14. an action a day 开第三家线下店 15. BR Foods 在华开设工厂 新消费 1. 果子熟了无糖茶官宣杨紫升任全球品牌代言人 近 日，果子熟了无糖茶官宣国民演员杨紫升任全球品牌代言人。据了解，果子熟了无糖茶推出栀栀乌龙、金桂乌龙等 10 余种花香 + 茶香的 口味产品。 （ 消研所 ） 2. Clare Waight Kel ...

这是新消费智库第 2 6 3 9 期文章 新消费导读 个护家清商家的618，生意如何不设限？ 图片来源：腾讯公共图库 大促期间抢流量、拓人群成为众多品牌商家的经营难点，在这样的背景下，去追求"确定性"的布局和爆发，是对商家的巨大考验，也藏着乘风 借势、促冲新峰的机会。 当"刚需"升级 个护家清如何从"需要"走向"想要" 作者 ： 林晓 编辑：竺天 审核： Single 来源：新消费智库 2 0 2 5年的6 1 8，就这么来了。 作为年中重要的大促节点，对各平台来说，是对于市场趋势把握的最新检验，对个护家清的品牌商家来说，也是承上启下的关键节点。 当我们提起"个护家清"，往往第一个关键词就是：刚需。 事实上，只靠着"刚需"二字做生意的时代，已经过去。开源证券在最新的一份研报中，对此现象有所追踪：个护家清细分需求多面开花，"需 求刚性+体验升级"双轮驱动革新——" 得益于年轻消费一代消费理念的升级，个护家清行业正从单纯的产品功能竞争，转向情感共鸣、感官体 验和个性化服务的全方位竞争。 " 这样的一段话里，蕴藏着个护家清今年乃至未来数年都可以深挖的市场机会——"必需性"是重要的、稳定的生意基本盘，但体验升级、抓住 ...

以下文章来源于户外新消费 ，作者果子 户外新消费 . 用创新推动中国户外产业进步，专注于户外新品牌的成长及研究。 这是新消费智库第 2 6 3 8 期文章 新消费导读 "平替"并非终点，冲锋衣内卷的当下，国产户外品牌如何持续增长。 作者 ： 果子 编辑：竺天 审核： Single 来源： 户外 新消费 中国户外运动市场正迎来裂变时刻，一场激烈的行业洗牌悄然上演：一边是国际品牌阵营生变，美国平价运动鞋品牌斯凯奇宣布退市；另一 边，本土品牌迎来新的高光时刻，安踏以 2.9亿美元豪购德国专业户外品牌狼爪，加速高端化布局；"国产冲锋衣黑马"伯希和（PELLIOT） 正式向港交所递交招股书，成为近期资本市场最受瞩目的户外概念股。 在这场中外品牌的攻防战中，《户外新消费》观察到，伯希和的路径尤为特殊：与多数从线下渠道厮杀出来的服饰品牌不同，伯希和的基因里 刻着鲜明的互联网烙印。 2012年，伯希和以"淘品牌"身份起家，创始团队坚守轻资产线上直营模式，将全部资源聚焦冲锋衣单品，通过"千元以下价格带+专业级性 能"的切入点迅速渗透市场。2020 年户外热潮爆发，伯希和精准卡位千元以下大众市场，以500元均价的"三合一冲锋衣" ...

New Consumption Overview - Stella Rosa launched a new watermelon and chili flavored wine, expanding its spicy series [2] - Nestlé Coffee has refreshed its American coffee family with three new products using Yunnan Arabica coffee beans [5] - Aldi opened its first store in Kunshan, focusing on zero membership fees and low-priced small packaging [5] - Yili introduced a new crispy cheese product, utilizing a vacuum microwave process developed over three years [5] - Nestlé launched a new Absolute Dark Tea Coffee series, featuring a blend of coffee and tea polyphenols [5] Investment and Financing - Autonomous robot company completed A round financing of several hundred million yuan, led by Meituan [7] - Spanish second-hand platform Percentil was acquired for €610,000, avoiding bankruptcy [9] - Steve Madden established a joint venture to re-enter the Chinese market, marking its third attempt [9] - E-bike manufacturer Tezos secured Pre-A round financing of 50 million yuan for product development and market expansion [10] - Snack brand Farmley raised $40 million in C round financing, bringing total funding to $54.7 million [10] Major Company Developments - Taiping Bird announced a new brand positioning aimed at high-quality development in the apparel industry [13] - Unilever decided to close its clean beauty brand Ren due to internal factors and market challenges, with plans to shut down by Q3 2025 [13] - Qeelin announced Chinese table tennis player Wang Chuqin as its brand ambassador [13] - Neta Auto closed its first dealership in Indonesia as part of a strategic decision to adjust operations [13] - Meituan plans to invest $1 billion in its food delivery service Keeta in Brazil over the next five years [15]

Core Viewpoint - The article highlights various recent investments and acquisitions in the consumer sector, indicating a trend of companies expanding their market presence and product offerings through strategic moves. Investment and Acquisition Activities - Church&Dwight announced an acquisition of the hand sanitizer brand Touchland for $880 million, with $700 million in cash and stock, and an additional $180 million contingent on sales targets [7] - Meituan plans to invest $1 billion over the next five years to expand its food delivery services in Brazil, marking its entry into the South American market [8] - Borletti Group acquired a minority stake in the American denim brand True Religion, leveraging its experience in high-end and lifestyle brands [7] - Asahi Group is set to acquire Teijin's subsidiary, Teijin Mebuki Laboratory, to enhance its functional food ingredient production capabilities [7] - Carlyle Group is expected to sell its fully-owned Italian fashion brand Twinset for a valuation slightly below €200 million [7] New Product Launches - Joyoung launched two new flavored soy milk products: Qilin Watermelon and Dominant Durian Soy Milk Tea, both designed for hot and cold preparation [4] - RIO announced the limited return of its Zhejiang Dongkui Yangmei flavored drink, featuring 10% fruit juice and premium vodka [4] - Haidilao's bakery brand, SCHWASUA, opened its first store in Hangzhou, offering products at competitive prices [5] - ASICS released the METASPEED RAY racing shoe, weighing only 129 grams and designed for front-foot runners [5] - The high-end hotpot brand, Cuocuo, collaborated with the international IP Miffy to launch themed stores and new products [5] Market Expansion Initiatives - Liziyuan plans to enter the milk powder market by extending its supply chain to ensure stable raw material availability by 2025 [11] - Sha County Snacks opened its first store in the Middle East, specifically in Riyadh, Saudi Arabia [11] - Qingdao Beer is integrating its beverage business following the merger with Qingdao Beverage Group to avoid internal competition [14] - Chanel partnered with Indian beauty retail platform Nykaa to enhance its market presence in India [14]

以下文章来源于快刀财经 ，作者快刀财经编辑部 快刀财经 . 欢迎关注这个洞察商业真相的公号。快刀财经，商业快媒体、思维孵化器、价值试验场和洗欲中心。 这是新消费智库第 2 6 3 7 期文章 新消费导读 从无人问津到走红，if椰子水如何崛起？ 作者 ： 朱末 编辑：竺天 审核： Single 来源： 快刀财经 在不卷不休的夏日饮品江湖里，一瓶来自泰国的椰子水，以迅雷不及掩耳之势，成了后来居上的强劲"黑马"。 4月9日，泰国椰子水公司IFBH Limited（下称"IFBH"）向港交所递交招股书，拟募资拓展全球市场。根据招股书数据显示，2023年至 2024年，IFBH营收分别为8744.2万美元、1.58亿美元，净利润分别为1675.4万美元、3331.6万美元，净利率分别为19.2%、21.1%。 | | 2023年 | | 2024 年 | | | --- | --- | --- | --- | --- | | | 美元 | 0/0 | 美元 | % | | | | (以千計,白分比除外) | | | | 椰子水飲料 | | | | | | 椰子水 | 82,012 | 93.8 | 150,642 | ...

这是新消费智库第 2 6 3 6 期文章 新消费导读 1. 永璞上新冰薄荷黑巧咖啡液 2. 安踏上线滑板鞋 3. 半天妖推出两款特色新品 4. Bape 携手林俊杰推出限定系列 5. Al lbirds 官宣董洁为品牌大使 6. 彩棠 x 茉莉奶白推联名系列 7. 小马智行 公司正计划赴港上市 8. WinnCafe 稳因咖啡获数千万元融资 9. 铜师傅冲刺港交所 10. 手滑科技完成数千万元 A 轮融资 11. 日本麦当劳 xChi i kawa 推出 8 款限定玩具 12. 伊索薇绿香水全新上市 13. 毛戈平美妆 x 故宫文创推出第六季新品香水 . . . . . . 一周新品 1. 永璞上新冰薄荷黑巧咖啡液 图片来源：腾讯公共图库 近日， 永璞官宣上新冰薄荷黑巧风味意式咖啡液。这款冰薄荷黑巧风味意式咖啡液选用的是 100% 阿拉比卡咖啡豆，添加了≥ 0.25% 的薄 荷提取液。每条咖啡液新品的能量为 19k J ， 0 糖 0 脂，其中咖啡因含量≥ 200mg/ kg 。 （ FBIF 食品饮料创新） 2.延中饮料上新咸青桔风味盐汽水 延中饮料官宣上新咸青桔风味盐汽水。据品牌介绍，新品通过独特的工艺调 ...

Core Viewpoint - The article discusses the challenges and potential of the small bar industry in China, particularly focusing on the case of Helen's, which has seen a significant decline in store numbers and profitability since its IPO in 2021 [4][9][19]. Group 1: Industry Overview - The alcohol consumption market is becoming increasingly vibrant, with new entrants like light alcohol and small bars enriching the industry landscape [4]. - In 2021, Helen's became the first small bar stock in Hong Kong, leading to expectations of a flourishing market [5][8]. - However, the reality has diverged from these expectations, with Helen's store count dropping from 767 in 2022 to 479 in 2023, a decrease of 37.55% [9]. Group 2: Helen's Business Model and Strategy - Helen's initially attracted young consumers with a low-price strategy, offering beers at 10 yuan [8]. - The company has shifted its focus to lower-tier markets for growth, with a significant reduction in stores in first and second-tier cities [10]. - The number of Helen's direct-operated and franchised stores decreased by 60.95% and 19.3% respectively from 2022 to 2023 [10]. Group 3: Market Potential and Challenges - The potential for bar consumption in lower-tier markets is substantial, with projections indicating that the domestic bar industry revenue could reach 183.9 billion yuan by 2025, with a compound annual growth rate of 18.8% [11]. - Despite the promising market potential, the small bar business model remains largely unproven, with many brands entering the market but few succeeding [16][17]. - The competitive landscape is intensifying, with major beer brands also entering the small bar space, further complicating the market dynamics [17][18]. Group 4: Future Considerations - The article raises questions about the viability of the small bar business, suggesting that while it may be a good market, it is not necessarily easy to operate successfully [19]. - The industry is still in its early stages, with a high level of fragmentation and a low market penetration rate, indicating significant growth opportunities for leading players like Helen's [19].

这是新消费智库第 2 6 3 5 期文章 新消费导读 新消费 1. 安慕希 × 绿箭推出清新薄荷味酸奶 1. 安慕希 × 绿箭推出清新薄荷味酸奶 2. 52TOYS 上线异形系列新品 3. Alexander Wang 与喜茶携手推出联名系列 4. 和其正推新养生水 5. 雀巢冠能发布抗过敏猫粮新品 6. 山东未来机器人获数亿元战略领投 7. 青岛啤酒拟收购即墨黄酒 100% 股权 8. 博裕基金拟收购北京 SKP 最高 45% 股权 9. 传欧莱雅有意收购 Medi k8 10. 白犀牛完成 2 亿元 B 轮融资 11. 斯嘉丽 · 约翰逊护肤品牌创业伙伴离职 12. PETA 呼吁爱马仕推出纯素奢侈包袋 13. 美团闪购联合百大品牌推出安心闪购计划 14. CRAFT 于上海和南京双城开店 15. 始祖鸟联手松赞推出纳木措主题系列 安慕希官宣推出与绿箭联名的夏季限定新品：清新薄荷味酸奶。该产品融合薄荷与酸奶风味，希望为消费者带来解暑与清凉体验。营养含量方 面，新品采用无蔗糖配方，每瓶含 7.1 克蛋白质。 （ FBIF 食品饮料创新） 2. 52TOYS 上线异形系列新品 52TOYS 重磅官宣「异形」系 ...