面包界的“隐形冠军”,正在中国闷声发财
虎嗅APP·2026-01-16 13:34

Core Viewpoint - The article discusses the contrasting strategies of the global baking giant Bimbo Group in the Chinese market, highlighting its commitment to investment and localization despite a trend of foreign brands retreating from China [2][4]. Group 1: Bimbo's Market Position and Strategy - Bimbo Group is celebrating its 80th anniversary and 19 years in the Chinese market, amidst a challenging environment for foreign consumer brands [2]. - The company plans to invest $72 million (approximately 500 million RMB) in its Chinese operations from 2023 to 2024, indicating a strong belief in the market's potential [2]. - Bimbo's approach involves a multi-brand strategy, with products like "Manqueton" targeting health-conscious consumers and the Bimbo brand focusing on younger students and families [6]. Group 2: Localization and Brand Recognition - Bimbo has adopted a localized strategy, with a fully local team that has significant decision-making power, allowing it to adapt to the unique dynamics of the Chinese market [5]. - The company aims to enhance brand recognition through product strength, as seen with popular items like "Chabata" and "Super Cream" [4][5]. - Despite the focus on product-driven brand building, there remains a challenge in ensuring that consumers recognize the Bimbo brand behind its products [6][9]. Group 3: Channel Strategy and Market Challenges - Bimbo faces challenges in balancing traditional distribution networks with the rapid growth of new channels like e-commerce and O2O [6]. - The company is actively supporting its traditional channels while aggressively pursuing new ones, exemplified by the successful launch of a cheese burger in collaboration with Sam's Club [6]. - As Bimbo approaches its 20th anniversary in China, it recognizes the need to elevate its brand presence and adapt to the increasingly competitive health baking sector [10].

面包界的“隐形冠军”,正在中国闷声发财 - Reportify