一周新消费NO.314｜泡泡玛特旗下POPOP开全国首店；飞熊领鲜完成亿元C轮融资

New Consumption Highlights - Uniqlo collaborates with Pop Mart to launch the Labubu joint series, marking their second collaboration since 2022 and the fifth overall with Pop Mart [2][3] - Luckin Coffee introduces the Feather Light Fruit and Vegetable Tea, its first fruit and vegetable juice product, made with standardized fresh kale and four types of fruits and vegetables [4] - Chobani announces its exit from the children's food business due to rising raw material costs and increased competition, with production ceasing by August 2026 [11][14] - Feihe Dairy and Lihigh Foods establish a joint venture company with a registered capital of 25 million RMB, focusing on dairy product production and services [17][18] - Mars and Razer form a joint venture to develop snacks targeted at esports players, with the company based in the United States [20] - Kweichow Moutai launches a new product line, expanding its offerings in the beverage market [30] Industry Events - Haidilao introduces a 22 RMB self-service lunch to address market pressures, while planning to close underperforming stores and open 40-60 new ones in key urban areas [9][10] - Lululemon launches the second season of its SLNSH designer collaboration series, focusing on lightweight and breathable summer designs [10] - ABG establishes its Asia-Pacific headquarters in Shanghai, managing over 50 global brands with an annual retail revenue of approximately 32 billion USD [10] - McDonald's China signs a strategic cooperation agreement with Wuxi High-tech Zone, planning to open over 90 new restaurants in the next three years [10][15] New Product Launches - Mengniu Dairy launches Matcha Milk, featuring a blend of fresh milk and Zhejiang Jing Mountain matcha powder [6] - Starbucks Japan introduces the ME MOMENT™ summer bottled beverage series, including Sunshine Lime and Tropical flavors [6] - Three Squirrels launches a new line of healthy snacks, focusing on low-sugar and low-calorie options [20] - Pop Mart opens its first nationwide store for its independent jewelry brand POPOP in Shanghai [25] Market Trends - The new consumption landscape is characterized by collaborations between brands and the introduction of innovative products aimed at younger consumers [2][4][20] - Companies are increasingly focusing on health and wellness products, as seen in the launches of fruit and vegetable juices and low-calorie snacks [4][20] - The competitive landscape is intensifying, with established brands like Chobani exiting certain markets while new entrants continue to innovate [11][20]