Core Insights - The 2025 snack market is driven by a dual demand for health and emotional relief, with consumers seeking both low-sugar options and indulgent treats [2][6][20] Group 1: Market Trends - The e-commerce sales of fresh cakes and low-temperature short-shelf-life products surged by 36% in 2024, while traditional baked goods saw an overall decline [2] - The traditional mooncake market experienced a 5% drop, but innovative products like black truffle mooncakes saw an 85% increase in popularity [8] - The snack industry is shifting from seasonal sales to everyday consumption, with non-festival months showing a 2% increase in market share for certain products [13] Group 2: Consumer Behavior - Young consumers are balancing health management with emotional value, seeking products that are both healthy and comforting [2][16] - The demand for snacks as "emotional switches" is evident, with health attributes contributing 30% and emotional value 40% to purchasing decisions [16] - Consumers are increasingly engaging with snacks on social media, turning them into social currency [13][19] Group 3: Brand Strategies - Brands are adopting innovative approaches, such as Suzhou Changfa Food's low-sugar black truffle mooncake and DIY yellow butter rice cake kits, which saw a 120% increase in online sales [11] - Mars Wrigley's "peelable soft candy" with social media themes achieved significant sales, indicating the importance of aligning products with consumer emotions [19] - Traditional brands are integrating modern technology, as seen with Daoxiangcun's 3D-printed pastries, which achieved a pre-sale volume of over 100,000 boxes [17] Group 4: Future Outlook - The ultimate competition in the snack industry will revolve around the ability to harmonize contradictory consumer demands for health and indulgence [20] - Brands must evolve from being mere product suppliers to becoming "emotional solution providers" to meet the complex needs of modern consumers [19]

Core Viewpoint - Lays has officially announced the relaunch of its "Lays Infinite Can" series, emphasizing the core message of "Irresistible Flavor, Infinite Lays," which aims to upgrade brand positioning and product experience [1] Product Upgrade - The relaunch focuses on enhancing the flavor and sharing experience, responding to consumer expectations for both taste and consumption scenarios [1] - Lays has selected two rich-flavored potato varieties to ensure that every bite delivers a strong potato aroma, making the product a nearly irresistible snack for sharing [4] - The packaging has been completely revamped with high-saturation colors and a unique drawer-style opening design to enhance the sharing experience [4][7] Social Sharing - In modern fast-paced life, snacks are evolving from mere taste enjoyment to important social media, with Lays leveraging the natural "sharing gene" of its chips to enhance social interactions [8] - The latest TV commercial features brand ambassador Wu Lei, showcasing a heartwarming story that connects people through the irresistible flavor of Lays chips [8] - Creative outdoor advertisements integrate the "Irresistible Flavor" concept into everyday urban scenes, positioning Lays chips as a bridge to break the ice and foster connections [8] Market Positioning - As a flagship brand under PepsiCo, Lays has been deeply rooted in the Chinese market for over 30 years, consistently focusing on consumer needs and market trends [9] - The relaunch of the Lays Infinite Can series represents a strategic breakthrough in brand and product development, with the company committed to exploring new possibilities in the snack sector [9]