Core Insights - Heineken has launched a new WhatsApp technology aimed at encouraging face-to-face interactions by incentivizing users to exchange long voice notes for free beers, promoting real-life socialization [3][9][10] Group 1: Voice Note Trends - Brazilians send four times as many voice notes compared to other countries, with an average person spending nearly 150 hours annually on sending and receiving them [4] - Statista reports that 9.4 billion WhatsApp voice notes are sent daily, a 7% increase in frequency and an 8% increase in length compared to 2024 [6] - Over half (52%) of respondents feel that voice notes are replacing in-person interactions, with this sentiment rising to 60% among Gen Z [5] Group 2: Impact on Communication - Many users find voice notes to be less engaging, with 55% forgetting to listen to them and 88% unable to recall the content after listening [8] - A significant portion (76%) of people believe that voice notes tend to be self-involved, indicating a shift away from meaningful conversations [7] Group 3: Heineken's Initiative - The "Could have been a Heineken" WhatsApp bot allows users to redeem a free beer by forwarding voice notes longer than three minutes, promoting in-person meetups [9][10] - The pilot program is currently being tested in Brazil, with plans for expansion to other global markets [9]

来源：市场资讯 （来源：21Style） 科技、汽车、快消、零售、美妆、咖啡、奢侈品……各行各业的跨国巨头今年都在感叹，中国市场变化太快，半年不来就会感到陌生。 酒业亦是如此。在啤酒、洋酒、葡萄酒行业，知名跨国酒企曾经居于主导地位，甚至一度扮演着市场教育者的角色。 但随着市场竞争烈度持续升级、中国消费者愈发成熟，企业管理者们发现，单纯将国外产品、营销、玩法移植到中国市场已经行不通了。恰恰相反，中国 市场对于新品类、新渠道、新业态、新玩法的接受度要远远高于其他国家，甚至能反向为其他市场提供模式创新的样本。 岁末年初，我们将推出系列报道，关注这一年跨国酒企如何应对举足轻重但又瞬息万变的中国市场。 文丨肖夏 编辑丨陶力 高梦阳 11月中旬，中国五大啤酒的掌门人，在厦门见了一面。 在这场行业协会主导的中国啤酒T5峰会上，华润啤酒、青岛啤酒、百威亚太、燕京啤酒、嘉士伯中国达成了多项共识。其中谈到，整个饮料酒消费仍然 还在稳步提升，行业要坚定产业发展信心。 这番表述披露后不久，国家统计局最新数据出炉——今年10月中国规上企业啤酒产量同比下滑1%，前10月累计产量增幅回落至0%。 中国啤酒行业进入存量竞争时代，已是第十二年 ...

Core Insights - The Chinese beer industry is experiencing a shift towards domestic brands, with a notable recovery in their performance while international brands face challenges [1][2][3] - The overall beer consumption in China is still on a steady rise, despite a slight decline in production in October [1] - The market dynamics have changed, with domestic brands like Qingdao Beer and Yanjing Beer showing growth, while international brands like Budweiser are struggling [1][10] Industry Overview - The Chinese beer market has entered a phase of stock competition, with the industry's scale at about 70% of its peak [1] - The latest statistics show a 1% year-on-year decline in beer production for October, with cumulative production growth for the first ten months at 0% [1] - The industry is now in its twelfth year of stock competition, indicating a mature market environment [1] Brand Performance - Domestic brands such as Qingdao Beer, Yanjing Beer, and Zhujiang Beer have maintained growth in revenue, profit, and sales in the first three quarters of 2025 [1] - Budweiser has reported a double-digit decline in revenue, profit, and sales in the Chinese market for the first three quarters [1][10] - Heineken has shown significant growth, with sales increases of 30% to 70% for its products in recent years, positioning China as its second-largest market globally [11][14] Market Dynamics - The shift in consumer preferences has led to a decline in the dominance of international brands, particularly in the nightlife channel, which has been underperforming [2][24] - Heineken's strategy has focused on expanding into non-nightlife channels, leveraging partnerships with local distributors to enhance market penetration [20][25] - Budweiser's market share in regions like Fujian has decreased significantly, while the combined share of China Resources and Heineken has increased [12] Marketing Strategies - Both Budweiser and Heineken have engaged in high-profile sponsorships and events to enhance brand visibility, with Budweiser sponsoring the Tomorrowland music festival in Shanghai [4][7] - Heineken has also positioned itself as a key player in major events like the F1 China Grand Prix, resulting in a 14% increase in sales during the event [8] - The marketing strategies of both brands have evolved, with a focus on aligning with local consumer trends and preferences [29][30] Consumer Trends - The Chinese beer market is witnessing a shift towards innovative flavors and products, with a growing acceptance of new beer styles such as tea-infused beers [42] - There is a notable preference for higher alcohol content and unique flavors among Chinese consumers, contrasting with trends in Western markets [41][42] - The industry is encouraged to expand its product offerings to include low-alcohol and non-alcoholic options, although these segments remain niche in China [40][41]

写在前面： 科技、汽车、快消、零售、美妆、咖啡、奢侈品……各行各业的跨国巨头今年都在感叹，中国市场变化太快，半年不来就会感 到陌生。 酒业亦是如此。在啤酒、洋酒、葡萄酒行业，知名跨国酒企曾经居于主导地位，甚至一度扮演着市场教育者的角色。 但随着市场竞争烈度持续升级、中国消费者愈发成熟，企业管理者们发现，单纯将国外产品、营销、玩法移植到中国市场已经 行不通了。恰恰相反，中国市场对于新品类、新渠道、新业态、新玩法的接受度要远远高于其他国家，甚至能反向为其他市场 提供模式创新的样本。 岁末年初，21世纪经济报道将推出系列报道，关注这一年跨国酒企如何应对举足轻重但又瞬息万变的中国市场。 21世纪经济报道记者肖夏实习生侯朝霞 11月中旬，中国五大啤酒的掌门人，在厦门见了一面。 在这场行业协会主导的中国啤酒T5峰会上，华润啤酒、青岛啤酒（600600）、百威亚太、燕京啤酒（000729）、嘉士伯中国达 成了多项共识。其中谈到，整个饮料酒消费仍然还在稳步提升，行业要坚定产业发展信心。 这番表述披露后不久，国家统计局最新数据出炉——今年10月中国规上企业啤酒产量同比下滑1%，前10月累计产量增幅回落至 0%。 中国啤酒行业进 ...

（原标题：百威喜力鏖战中国：啤酒生意，要重做一遍｜跨国酒企变局2025） 11月中旬，中国五大啤酒的掌门人，在厦门见了一面。 在这场行业协会主导的中国啤酒T5峰会上，华润啤酒、青岛啤酒、百威亚太、燕京啤酒、嘉士伯中国 达成了多项共识。其中谈到，整个饮料酒消费仍然还在稳步提升，行业要坚定产业发展信心。 这番表述披露后不久，国家统计局最新数据出炉——今年10月中国规上企业啤酒产量同比下滑1%，前 10月累计产量增幅回落至0%。 中国啤酒行业进入存量竞争时代，已是第十二年。以产量而言，整个行业规模只有巅峰期的70%左右。 今年啤酒行业又有了新变化：国产品牌整体表现复苏，而国际品牌之间则是此消彼长。2025年前三季 度，青岛啤酒、燕京啤酒、珠江啤酒三家国产啤酒均保持了营收、利润、销量增长，华润啤酒上半年三 项核心数据同样如此。国际品牌中，华润啤酒负责在华运营的喜力啤酒，最近三年连续保持高增长，而 百威、嘉士伯则相对承压，尤其百威在中国市场前三季度收入、利润、销量均出现两位数下滑。 写在前面： 科技、汽车、快消、零售、美妆、咖啡、奢侈品 …… 各行各业的跨国巨头今年都在感叹，中国市场变化 太快，半年不来就会感到陌生。 ...

Core Insights - The 2025 festive season marks a significant cultural shift where individuals can confidently decline alcohol without facing judgment, with 72% of people feeling comfortable doing so [4][5][8] - Attitudes towards alcohol consumption are evolving, with 67% of respondents considering it outdated to question someone's choice not to drink, and 81% agreeing that no explanation is needed for declining alcohol at festive events [5][6] Global Attitude Shift - A global study indicates that social acceptance of low or no-alcohol options is rising, with 86% of participants comfortable choosing these alternatives at festive gatherings [8][9] - In various countries, including Brazil and Japan, a significant portion of the population now feels at ease opting for non-alcoholic beverages in social settings, with 67% in Brazil and 44% in Japan expressing comfort [9] Generational Trends - Gen Z is leading the movement towards moderation, with 30% planning to alternate between alcoholic and non-alcoholic drinks during celebrations [6][10] - The shift in mindset is reflected in humorous responses to inquiries about not drinking, indicating a move from needing justification to embracing playful excuses [11] Company Positioning - Heineken, as a leader in the non-alcoholic beer market, is actively promoting moderation through campaigns and research, reinforcing the idea that choosing Heineken 0.0 represents an option rather than an omission [12][13] - The company aims to understand the social dynamics that foster shared experiences, emphasizing that great social moments do not require alcohol [12]

Core Insights - The global attitude towards alcohol consumption is shifting, with a significant increase in the acceptance of non-alcoholic options during social events, particularly festive seasons [5][6][9] Group 1: Changing Attitudes - A new study indicates that 72% of people feel confident skipping alcohol without fear of judgment [5] - Over two-thirds (67%) believe it is outdated to ask why someone isn't drinking [6] - 81% agree that it is acceptable to decline alcohol at festive events without needing an explanation [6] Group 2: Social Dynamics - The fear of missing out is declining, with 86% comfortable choosing low or no-alcohol options at events [9] - 76% of respondents feel they do not need alcohol to feel included in social gatherings [9] - 90% would support a friend opting for low or no-alcohol drinks during festive seasons [9] Group 3: Generational Trends - Gen Z is leading the movement towards moderation, with 30% planning to alternate between alcoholic and non-alcoholic drinks [8] - The study shows a global trend, with 67% in Brazil and 44% in Japan feeling comfortable choosing non-alcoholic options [10] Group 4: Cultural Shifts - The question "why aren't you drinking?" is becoming irrelevant, with people now using humor to deflect such inquiries [11][12] - Nearly half (46%) associate the holiday season with drinking, but this perception is changing as more people embrace moderation [11] Group 5: Company Initiatives - Heineken® is actively promoting its non-alcoholic beer, Heineken® 0.0, as part of its commitment to social life and moderation [13] - The company emphasizes that choosing non-alcoholic options represents a choice rather than a loss [13]

Core Insights - Shell and BMW M Motorsport have launched new lubricants, Shell Helix Ultra "Midnight Blue" and "Twilight Purple," during the 72nd Macau Grand Prix, emphasizing their long-term collaboration and technological innovation in performance [1][3][6] - The Macau Grand Prix, known for its challenging 6.2 km street circuit, serves as a testing ground for vehicle performance, showcasing the integration of track technology into consumer products [1][3] Group 1: Partnership and Collaboration - Shell has been a leading global energy company with operations in over 70 countries, recognized as the world's top international finished lubricants supplier for 19 consecutive years [3][4] - The partnership between Shell and BMW M Motorsport has been ongoing for nearly a decade, focusing on technological breakthroughs and shared values in pursuit of excellence [3][4] - Shell's commitment to the Chinese market is highlighted, with increasing consumer demand for "track-level" driving experiences, supported by the endorsement of the new lubricants by BMW M Motorsport [3][4] Group 2: Product Features and Performance - The new Shell Helix Ultra lubricants utilize Shell's proprietary PurePlus technology, achieving 99.5% purity in base oil, providing exceptional wear protection for engines [6][8] - Independent testing has shown that the new lubricants can enhance power by up to 1.8% and improve engine response by up to 3.4%, allowing everyday drivers to experience superior performance [6][8] - The packaging design incorporates classic elements from BMW M Motorsport, reflecting the product's racing heritage and enhancing its visual appeal [6][8] Group 3: Technical Validation and Future Commitment - The performance of Shell lubricants has been validated in extreme racing conditions, providing reliable support for BMW M Motorsport in various world-class events [4][8] - Insights from BMW M Motorsport drivers emphasize the critical role of lubricant performance in racing, particularly in power response [8] - Both companies are committed to further exploring high-performance lubrication technologies and translating innovations from racing to enhance everyday driving experiences [8]

Core Insights - Shell and BMW M Motorsport have launched the new Shell Helix Ultra "Midnight Blue" and "Twilight Purple" lubricants during the 72nd Macau Grand Prix, emphasizing their long-term collaboration and technological innovation in performance [1][4][11] - The Macau Grand Prix, known for its challenging 6.2 km street circuit, serves as a critical testing ground for vehicle performance and technology [1][4] - The partnership between Shell and BMW M Motorsport, established in 2015, focuses on shared values and a commitment to excellence in performance [4][9] Product Launch and Features - The new Shell Helix Ultra lubricants utilize Shell's proprietary PurePlus technology, achieving 99.5% purity in base oil, providing exceptional wear protection for engines [11] - Independent testing has shown that the new lubricants can enhance power by up to 1.8% and improve engine response by 3.4%, allowing everyday drivers to experience better performance [11][19] - The packaging design incorporates classic elements from BMW M Motorsport, highlighting the product's racing heritage and enhancing its visual appeal [13] Collaboration and Future Plans - Shell's China Lubricants Managing Director emphasized the growing consumer demand for "track-level" driving experiences in the Chinese market [6] - Both companies are committed to deepening their collaboration, focusing on high-performance lubricant technology and translating innovations from extreme racing conditions to everyday driving [21] - The partnership is characterized by mutual trust and a shared pursuit of excellence, enabling continuous breakthroughs in technology [8][9]

Heineken (OTCMKTS:HEINY – Get Free Report) and Remy Cointreau (OTCMKTS:REMYY – Get Free Report) are both consumer staples companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, risk, valuation, dividends, profitability, analyst recommendations and institutional ownership. Get Heineken alerts: DividendsHeineken pays an annual dividend of $0.64 per share and has a dividend yield of 1.6%. Remy Cointreau pays an annual dividend of $0.10 per s ...