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冰淇淋巨头如何应对中国市场本土品牌“围剿”?
Mei Ri Jing Ji Xin Wen· 2025-12-11 12:37
Core Viewpoint - The Magnum Ice Cream Company has officially gone public in Amsterdam, London, and New York, marking a significant milestone in the global ice cream market with a market capitalization of approximately €79.41 billion (about ¥653 billion) on its first trading day [1][2]. Group 1: Company Overview - The Magnum Ice Cream Company, previously part of Unilever, has been established as an independent entity, allowing for more targeted and flexible strategies and diversified financing platforms [2][5]. - The company holds a 21% market share in the global ice cream market, leading ahead of competitors like Froneri, which has an 11% share [3][4]. - The company has four of the five major global ice cream brands, including Wall's, Cornetto, Magnum, and Ben & Jerry's [3]. Group 2: Financial Performance - The company reported a revenue of €4.503 billion and a net profit of €464 million for the first half of 2025, showing slight year-on-year increases [3]. - The company’s revenue is projected to be €3.17 billion and €2.7 billion in the Chinese market for 2024 and the first half of 2025, respectively [8]. Group 3: Market Challenges and Strategies - The company faces challenges in the competitive Chinese market, where it has experienced sales fluctuations due to consumer shifts towards more cost-effective products [8][10]. - The company has increased its advertising and promotional spending in China, launching 31 new products in January, the highest number in its history [7][8]. - The company is focusing on high-end market segments while also exploring new distribution channels, including convenience stores and e-commerce [12][14]. Group 4: Competitive Landscape - The main competitors in the Chinese market are Yili and Mengniu, with the company holding the second-largest market share [9][10]. - The company is experiencing pressure from emerging local brands and changing consumer preferences, particularly towards high-quality, handmade ice creams [16].