火热的中国冰淇淋市场：梦龙准备靠收购扩张丨消费参考

Ice Cream Industry Performance - The ice cream industry has experienced significant growth, with Mengniu's ice cream business revenue increasing by 15.04% year-on-year to 3.879 billion yuan in the first half of the year [1] - Yili's cold drink revenue saw a remarkable growth of 37.96%, reaching 4.124 billion yuan during the same period [1] Dream Ice Cream Company Strategy - Dream Ice Cream, spun off from Unilever, reported double-digit sales growth in China for the first half of the year, holding approximately 11% market share, ranking second in the market [2] - The CEO emphasized a high-end product strategy in China, focusing on regional operations and increasing investment in e-commerce channels to compete with strong local players like Yili and Mengniu [2][3] Market Significance and Expansion Plans - The Chinese market is strategically important for Dream Ice Cream, as success in this competitive landscape could lead to success in other markets globally [3] - Dream Ice Cream plans to act as a "disruptor" in the high-end market, promoting its premium product lines and leveraging digital differentiation [3] - The company is also looking to acquire local businesses and expand its footprint by identifying successful innovative products for global scaling [3] Financial Projections - Dream Ice Cream projected a revenue of 7.9 billion euros (approximately 66.6 billion yuan) for 2024, with an adjusted EBITDA of 1.3 billion euros (approximately 11 billion yuan) and a global retail market share of about 21% [3]