哈根达斯中国业务，要被卖了

Core Viewpoint - General Mills is considering selling its Haagen-Dazs ice cream business in China due to declining store traffic and overall market challenges [1][2][3] Group 1: Company Situation - General Mills is reportedly working with advisors to explore the potential sale of its Haagen-Dazs stores in China, with a possible launch of the process in 2025 [1] - The company may seek to sell these assets for several hundred million dollars, although negotiations are still in the early stages and a decision to sell has not yet been made [1] - Haagen-Dazs has experienced a double-digit decline in store traffic in China, as noted by General Mills CEO Jeff Harmening [1][3] Group 2: Market Conditions - The ice cream market in China is contracting, with major players like Yili and Mengniu reporting significant revenue declines; Yili's ice cream revenue fell by 18.4% to 8.72 billion yuan, while Mengniu's dropped by 14.1% to 5.175 billion yuan [3] - The rise of cost-effective alternatives, such as the significantly cheaper offerings from brands like Mixue, has contributed to Haagen-Dazs's declining customer traffic [2] Group 3: Potential Outcomes - The potential sale of Haagen-Dazs in China may not necessarily be negative, as introducing new local investment could enhance operational localization and efficiency [4][5]