一周新消费NO.326｜蒙牛推出奶酪小丸子；好奇小森林系列全新「0痕」升级

New Consumption Overview - Mengniu launched cheese balls with strawberry and mixed fruit flavors, reduced sugar and fat, and a cheese content of ≥ 20% [4] - Huggies upgraded its Little Forest series with a new "0 mark" design for better comfort [7] - Meiji Savas introduced a new milk beverage providing 15 grams of protein per 250ml, with a 0 fat formula [7] - WE11DONE released its 2025 Autumn/Winter collection themed "Punk Wonderland" [7] - Babycare launched a lightweight stroller weighing only 6.5kg, designed for easy folding and portability [9] - DQ introduced new Angus beef burgers in Shanghai [11] - Qihua Dun appointed a new CEO, Christian Stammkoetter, effective March 1, 2026 [13] - Master Kong launched a new product aimed at competing with the takeaway industry [13] - Zhang Liang exited as a direct shareholder of Zhang Liang Spicy Hot Pot [13] - Yonghui opened its first modified store in Tangshan [13] - Walmart launched an AI-driven super agent to optimize shopping experiences [13] - Meituan's Happy Monkey supermarket opened its first store nationwide [12] - Douben Dou collaborated with the animated series "Pleasant Goat and Big Big Wolf" to launch a co-branded soy milk [12] New Products - Mengniu launched cheese balls with reduced sugar and fat, featuring real fruit jam and cheese [4] - Suntory is set to launch The Bezel s non-alcoholic beer, providing a beer-like experience with 0.00% alcohol [4] - Yili QQ Star introduced a new cheese stick made from A2 milk, suitable for children [4] - Haagen-Dazs released a Mid-Autumn ice cream gift box inspired by Dunhuang motifs [4] Industry Events - Qihua Dun appointed a new CEO, Christian Stammkoetter, effective March 1, 2026 [13] - Master Kong launched a new product to challenge the takeaway industry at the 25th China Convenience Food Conference [13] - Chanel celebrated the 10th anniversary of its "Through Her Lens" program at the Tribeca Film Festival [13] - Balenciaga launched a new tote bag priced at 8200 yuan [14] - Zhang Liang exited as a direct shareholder of Zhang Liang Spicy Hot Pot [13] - Yonghui opened its first modified store in Tangshan [13] - Walmart introduced an AI-driven super agent to enhance shopping experiences [13] Investment and Financing Trends - PhDUO completed an angel round financing of tens of millions [21] - KuaFu Technology secured several million in Pre-A round financing led by Fosun Rui Zheng [21] - PepsiCo increased its stake in Celsius through a $585 million deal [21] - Three Squirrels established a food company in Foshan with a registered capital of 100 million [23] - New Hong Electronics completed several hundred million in strategic financing [24] - ST United received approval for a 3 billion acquisition of RunTian Industrial [24] - GREENLAB completed nearly 10 million in Pre-A round financing [24] - Chery Holdings acquired 100% of Dream Future [24] - Huami Technology acquired core assets of Wild.AI to support female athletes [25] - Kering and Mayhoola announced a delay in acquiring the remaining stake in Valentino [25] Food Industry Developments - Starbucks announced the rollout of an AI inventory management system in over 11,000 stores in North America [27] - Meituan's Happy Monkey supermarket opened its first store in Hangzhou [27] - Yang Guofu Group established two companies in Dongjiang with a total registered capital of 155 million [27] - Douben Dou launched a co-branded soy milk with "Pleasant Goat and Big Big Wolf" [27] - HeMa launched a new rambutan juice drink with ≥ 35% fruit and vegetable juice content [28] - Starbucks opened its first store in Tokyo offering freshly baked bread [28] - Qing Shang introduced a new drink made from various natural ingredients [28] - McDonald's exited the American Restaurant Association over wage payment disagreements [28] - Fengxing Milk launched a new ginger milk product [31] - Dongpeng Beverage established a new company with a registered capital of 10 million [31]