创业邦·2025-07-07 10:27Core Viewpoint - The article discusses the recent developments in the ice cream market, particularly focusing on the independence of Magnum Ice Cream Company from Unilever and the competitive landscape in China's ice cream industry. Group 1: Company Developments - On July 1, Magnum Ice Cream Company officially completed its separation from Unilever, which previously held a 20% global market share in the ice cream sector with brands like Cornetto and Magnum [5][6]. - The new company plans to go public with an IPO in Amsterdam by Q4 2025, with additional listings in London and New York [8]. - The ice cream market in China is projected to reach a scale of 183.5 billion yuan in 2024, indicating significant growth potential [18]. Group 2: Market Competition - The article highlights the competitive dynamics in the Chinese ice cream market, where local brands like Yili and Mengniu are gaining market share against Unilever [16]. - In 2024, the top three companies in the Chinese ice cream market by retail sales are Yili, Unilever, and Mengniu, with the leading brands being Chao Le Zi (Yili), Yili, and Kele Duo (Unilever) [16]. - The market is experiencing a surge in new entrants, with over 41,200 ice cream-related companies registered as of May 2023, indicating a rapidly evolving competitive landscape [21]. Group 3: Consumer Trends - The article notes that consumer preferences are shifting, with new tea and coffee brands entering the ice cream space, offering products at lower price points [31]. - Instant retail is becoming a significant channel for ice cream sales, with a projected sales scale of over 63 billion yuan by 2026 [34]. - The diversification of consumption scenarios for ice cream, including workplace snacks and outdoor activities, is becoming a trend, suggesting that brands need to adapt to changing consumer behaviors [34].