Coca-Cola(US:KO) Xin Lang Cai Jing·2025-08-21 06:14Core Insights - Coca-Cola and other brands are launching customized products specifically for the snack retail channel, adjusting sizes and prices to better fit this market segment [1][3][5] Product Customization - Coca-Cola has introduced 400ml bottles for its classic and zero-sugar variants, reducing the price from 2.8 yuan to 2.3 yuan to target snack retail channels [3][5] - Other brands like Ferrero, Lays, and Oreo are also creating tailored products for the snack retail market, indicating a broader trend in the industry [3][5][7] Market Growth - The snack retail market in China is projected to reach 1,040 billion yuan in 2024, with a year-on-year growth of 28.6%, and is expected to exceed 1,500 billion yuan by 2027 [8] - The number of snack retail stores is anticipated to grow to 45,000 by 2025, highlighting the channel's rapid expansion [8] Strategic Considerations - Brands are leveraging the snack retail channel to penetrate lower-tier markets and fill market gaps, as these stores provide access to a broader customer base [8][9] - Customized products help prevent channel conflicts and stabilize pricing across different retail formats, addressing concerns about price competition [10][11] Consumer Reactions - Consumers have expressed mixed feelings about the new customized products, with some appreciating the new packaging while others are concerned about reduced quantities at similar prices [5][12] - The challenge remains for brands to balance the needs of different channels and consumer expectations regarding value [12]