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数读「糖果、巧克力」:低糖健康、功能功效、IP食玩,是出路吗?
东京烘焙职业人· 2026-03-06 08:33
Core Insights - The article discusses the challenges faced by the candy and chocolate categories in the retail market, highlighting the impact of health trends and rising raw material costs on consumer preferences and pricing strategies [2][4]. Group 1: Market Overview - The candy and chocolate categories account for approximately 9% and 4% of the overall snack market, respectively, with chocolate experiencing a slight decline in market share from 2024 to 2025 [7]. - Both categories have seen negative year-on-year sales growth, with chocolate sales declining by about 7% and candy experiencing a more significant drop of over 10% [7][11]. - The overall market for snacks in traditional retail channels is shrinking, affecting all subcategories, with candy facing more severe pressure than chocolate [7][11]. Group 2: Seasonal Trends - Chocolate sales peak in the autumn and winter months due to higher caloric needs and seasonal holidays like Christmas and Valentine's Day [9]. - Candy maintains a higher quarterly market share than chocolate but has shown a noticeable decline in 2025, reflecting changing consumer preferences and a shift away from traditional candy [9][11]. Group 3: Pricing Trends - The average price per 100 grams for chocolate has been rising, influenced by increased raw material costs, while candy prices have generally declined [13][15]. - The price index for both categories has shown a trend of initial decline followed by recovery, with chocolate performing better than the overall snack category in certain periods [15][17]. Group 4: Regional Insights - In 2025, the Southwest region had the highest market share for candy, exceeding 10%, while the Northeast had the lowest at around 5.5% [17]. - Chocolate market share is higher in East China, North China, and Southwest regions, with some areas showing growth in market share from 2024 to 2025 [19]. Group 5: Market Concentration - The chocolate category has a high market concentration, with the top three brands holding over 70% of the market share, while the candy category remains fragmented with only about 20% held by the top three brands [21]. - The market share of the top ten brands in chocolate remains stable at around 80%, indicating a trend towards increased concentration in this category [21]. Group 6: Brand Dynamics - In the chocolate category, Meiji Group has shown significant sales growth of over 15%, while other brands like Mars and Ferrero have also seen positive market share growth [25][29]. - The candy category's top ten brands have all reported negative year-on-year sales growth, with Mars being the only brand exceeding 8% market share [41][45]. Group 7: Product Innovations - The article highlights the emergence of new product types such as probiotic and sugar-free candies, which are gaining traction among health-conscious consumers [46][57]. - The trend towards IP-themed products in both candy and chocolate categories is noted, with brands leveraging popular culture to enhance product appeal and pricing power [43][45].