Core Insights - The parent company of Swisse, Jianhe Group, reported a revenue of 10.8 billion yuan for the first nine months of the year, marking a year-on-year growth of 12.3% across its adult, infant, and pet nutrition segments [1][4]. Group 1: Revenue and Growth - Swisse contributed over 70% of the adult segment revenue, estimated to exceed 3.5 billion yuan, with strong sales during the Double 11 shopping festival [2][4]. - The ANC (Adult Nutrition and Care Products) segment, which includes Swisse, generated 5.24 billion yuan in revenue, reflecting a 6% year-on-year increase, with a notable 15.7% growth in mainland China [4]. Group 2: Product Performance - Products in heart health, anti-aging, and detox categories performed exceptionally well, with flagship items like probiotics, vitamin tablets, and calcium citrate tablets achieving sales of over 50,000 units each on Swisse's Tmall flagship store [5]. - New product launches in 2023, including the second-generation ultra-light bottle and the PLUS NAD+ rejuvenation bottle, cater to evolving consumer health needs [5]. Group 3: Channel Expansion - The ANC division's growth was bolstered by channel expansion, with cross-border e-commerce sales increasing by 23.1% and Douyin channel sales soaring by 77.7% [8]. - Swisse's marketing strategy on Douyin focuses on consumer education, leveraging strong product efficacy and scientific validation to engage consumers effectively [8][9]. Group 4: Brand Strategy and Market Position - The brand strategy matrix has been deepened, introducing high-end cellular nutrition products under Swisse PLUS, nutritional foods under Swisse Me, and children's health products under Little Swisse, targeting various age groups [5][12]. - Swisse has sponsored popular variety shows to enhance brand visibility and engagement [10]. Group 5: Business Model and Future Outlook - Jianhe Group has created a comprehensive nutrition product matrix through strategic acquisitions, including the purchase of Swisse for 10 billion yuan and investments in pet nutrition brands [11][12]. - The company aims to achieve cross-segment consumer conversion by focusing on family-centric health solutions, leveraging its adult user base to promote children's and pet health products [12].
广州保健品大佬，9个月入账超100亿