Core Insights - The ham sausage and instant noodle combination, once a staple in the convenience food market, is now facing significant sales declines, with instant noodle sales dropping by 8.9% year-on-year in Q2 2025, and ham sausage sales also declining [1][4]. Consumer Trends - Consumer demand for ham sausage has cooled, with many expressing a lack of necessity for purchasing it, especially as healthier snack options become more popular [2][3]. - Health concerns regarding traditional ham sausages, such as high salt content and additives, are leading consumers to prefer low-calorie, high-fiber, and additive-free foods [3][4]. Market Performance - The market share of instant sausages in the convenience food category was 34.87% in 2023, but it saw a year-on-year decline of 1.48%, further dropping to 33.51% in the first half of 2024, indicating a clear trend of market contraction [4][6]. - Leading company Shuanghui Development reported a revenue decline, with total revenue of 27.7 billion yuan in the first half of 2024, down 9.34% year-on-year, and a profit drop of 14.16% [6]. Industry Challenges - The ham sausage market is facing intense competition from emerging products such as instant noodles, canned foods, self-heating meals, and pre-prepared dishes, which offer diverse flavors and nutritional benefits [6][7]. - Some ham sausage companies are attempting to adapt by innovating and improving their products to align with health trends, such as launching low-fat and reduced-salt options [7].
果然财经|方便面“失宠”后,“黄金搭档”火腿肠也卖不动了
Qi Lu Wan Bao·2025-08-21 07:51