Financial Data and Key Metrics Changes - The company reported a revenue of $61 billion for 2024, with a profit of $11 billion and an underlying operating margin of 18.4% [3][4] - Cash generation was strong, with $7 billion in cash returned to shareholders, including $4.3 billion in dividends and $1.5 billion in share buybacks [4][5] - The return on invested capital was noted at 18.1%, indicating a strong competitive position [5] Business Line Data and Key Metrics Changes - The company operates five business groups: Youth and Wellbeing, Personal Care, Home Care, Foods, and a fifth group being separated, which generated $8.3 billion [4][7] - The focus on 30 power brands, which account for 75% of revenue, resulted in a volume growth of 3.8% last year [9][12] - The separation of the Ice Cream business is expected to improve gross margins to nearly 47% and enhance return on invested capital by approximately 100 basis points [8] Market Data and Key Metrics Changes - The U.S. and India are identified as key growth markets, with the U.S. expected to contribute 21% and India 14% to revenue post-separation of Ice Cream [17] - In the U.S., the company has seen significant growth, with a 20% increase in sales with Amazon and a strong performance in beauty and personal care [42] - India is projected to be a major growth driver, with over 50% market share in several categories and a focus on digitizing distribution [20][21] Company Strategy and Development Direction - The company is transitioning to a category-led organization, focusing on premiumization and reducing exposure to value segments [16][17] - There is a clear strategy to enhance marketing capabilities, emphasizing "desire at scale" and creating markets through innovative marketing approaches [22][24] - The leadership team has been refreshed, with a focus on accountability and performance culture [15][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving consistent volume growth of 3% in the U.S. despite challenging market conditions [41] - The company anticipates an acceleration in volume performance in the second half of the year, particularly in Indonesia and China [44][45] - There are expectations for continued growth in India, aligning volume growth with GDP growth [49] Other Important Information - The company has made significant changes to its organizational structure, reducing its white-collar workforce by 18% and targeting $800 million in savings by 2026 [12][15] - The focus on e-commerce is increasing, with 20% of business already in this channel, and specific hubs being developed for Amazon, TikTok, and quick commerce in India [33] Q&A Session Summary Question: Can the company continue to outperform in the U.S. market? - The company believes it can maintain a consistent volume growth of 3% and has a strong portfolio with significant exposure to beauty and personal care [41] Question: What are the expectations for volume growth in the second half of the year? - Management expects an acceleration in volume growth in the second half, particularly in Indonesia and China, while Latin America may face challenges [44][45] Question: How does the company plan to enhance desirability in its food segment? - The company aims to apply the concept of desirability across all categories, emphasizing indulgence in foods and premium experiences in home care [51]

Core Insights - The article emphasizes the importance of consumer insights in driving brand growth, focusing on how brands can penetrate consumer perceptions and purchasing behaviors to identify sources of growth in a fragmented market [1][7][12]. Group 1: Market Trends - The fast-moving consumer goods (FMCG) market in China is entering a phase of slow adjustment, with consumers increasingly fragmented in their media, channel, and brand choices, presenting hidden opportunities [7]. - Consumer behavior is characterized by both rationality and upgrading, with a significant trend towards on-demand purchasing and extreme segmentation of consumption scenarios [7][15]. - Brands need to leverage cultural symbols and sustainable values to resonate emotionally with consumers, employing strategies that combine scenario-driven insights, cross-generational understanding, and emotional storytelling to seize growth opportunities [7][12]. Group 2: Brand Growth Strategies - The core engine for achieving certain growth in a complex market is increasing penetration rates, which brands can enhance through differentiated pathways based on their development stages [12]. - The "Five News" framework—new demands, new scenarios, new regions, new channels, and new demographics—serves as a guideline for brands to identify penetration breakthrough paths [12]. - Brands must respond precisely to the differentiated needs of various age groups and clearly define channel roles to open up diverse growth paths [15]. Group 3: Product Innovation - In the past year, 380,000 new products entered the Chinese FMCG market, indicating a growing desire among brands to achieve growth through innovation [18]. - Successful product innovation is not solely dependent on the quantity of new products but rather on the speed of identifying and validating new concepts, selecting appropriate channels for launch, and ensuring that new products contribute to brand growth without cannibalizing existing offerings [18]. - The article highlights the role of AI technology and consumer purchase data tracking in enhancing product innovation efficiency and precision [18]. Group 4: Consumer Insights and Brand Performance - The "2025 Brand Footprint Report" was released, showcasing the top ten consumer preferred brands and the fastest-growing brands in the Chinese market, indicating stable competition among leading brands [22]. - The report underscores the need for brands to adapt to the evolving consumer landscape and to utilize insights effectively to drive brand performance and growth [22].

Core Insights - The article discusses the release of the "2025 Brand Footprint Report" by Worldpanel, highlighting the top 50 consumer brands in China's fast-moving consumer goods (FMCG) market, using "Consumer Reach Points (CRP)" as a key metric to measure brand penetration and purchase frequency [1][3]. Brand Rankings - The top ten consumer brands in China for 2024 are led by Yili with 1,167.2 million consumer reach points, followed by Mengniu with 968.4 million, and Kangshifu with 801.4 million [4][5]. - Other notable brands in the top ten include Haitian, Xinxiangyin, Vinda, Jinlongyu, Nongfu Spring, Wangwang, and Tongyi, all showing strong market penetration [6]. Growth Dynamics - The report indicates that the growth of brands in China is driven by a "dual engine" of penetration and purchase frequency, with 93% of growth among the top 250 brands coming from increased penetration [11]. - New entrants to the top 50 include Dongfang Shuye and Three Squirrels, both showing significant growth rates of 59% in consumer reach points [10]. Market Trends - The article emphasizes the importance of reaching new consumer households as a primary growth engine, with both penetration and purchase frequency being crucial for brand success in a complex market environment [11]. - The blurring lines between online and offline channels have amplified the need for brands to effectively reach consumers at every decision-making moment [11].

Core Insights - The 2025 Worldpanel Consumer Index Client Day will focus on "Leveraging Consumer Insights for Brand Growth" and is scheduled for August 21, 2025, at the W Hotel in Shanghai [1][13]. Event Details - The event will take place from 13:30 to 17:00, with registration starting at 13:30 and the opening at 14:00. Attendees are encouraged to arrive on time [4]. - The venue is located at the W Hotel, 66 Lushun Road, Hongkou District, Shanghai. Public transport options include the Metro Line 12, with a walking distance of approximately 370 meters from the International Passenger Center Station [4][5]. Brand Rankings - The 2025 Global Fast-Moving Consumer Goods (FMCG) Brand Rankings have been released, with Coca-Cola maintaining its top position and Lay's entering the top five [13].

Core Viewpoint - The upcoming annual client meeting on August 21 will reveal the "2025 Brand Footprint Report," highlighting brands that have successfully navigated market cycles and achieved growth despite challenges [1]. Group 1: Report Overview - The "Brand Footprint Report" is initiated by Worldpanel Consumer Index, focusing on the performance of fast-moving consumer goods (FMCG) brands and exploring consumer shopping behaviors that influence brand decisions [5]. - The report includes over 90 subcategories, primarily divided into five major categories: beverages, food, dairy products, home care, and health & beauty [6]. - The report covers 56 markets across five continents, encompassing over 30,000 brands [7]. Group 2: Data and Methodology - Brand rankings are based on the unique metric of Consumer Reach Points (CRP), which measures how many households purchased a brand (penetration rate) and the frequency of purchases, reflecting real consumer choices across all channels [8]. - The report also features additional rankings such as the Consumer Choice and Rapid Growth lists, which have been published annually for 13 years [11]. - A beauty brand ranking is also released based on individual beauty purchase samples, along with specialized category rankings that track market changes and brand trends [12]. Group 3: Regional Coverage and Data Variability - The 2025 China report covers 20 provinces and 4 municipalities in mainland China, excluding regions like Inner Mongolia, Xinjiang, Tibet, Qinghai, Ningxia, and Hainan, focusing on first to fifth-tier cities [13]. - Brand data may vary annually due to market changes, necessitating reviews and adjustments to category definitions and data cleaning processes [14].

Core Insights - The rapid consumer goods market in China is facing unprecedented changes due to shifts in population structure and economic transformation, leading to challenges for brands in achieving effective investment and growth [2] - The conference aims to explore how brands can leverage consumer insights to drive sustainable growth amidst these changes, focusing on the essence of demand and the dynamics of growth [2][6] Group 1: Market Dynamics - The Chinese fast-moving consumer goods (FMCG) market is undergoing significant restructuring influenced by consumer segmentation and generational shifts, necessitating brands to identify stable growth paths [2] - Global and Chinese markets confirm that penetration rate is a key driver of brand growth, with discussions planned on how to effectively identify and enhance the dimensions requiring brand focus [3] Group 2: Consumer Behavior - Consumers are increasingly shopping across multiple channels, averaging seven channels per year, which highlights the need for brands to meet both price sensitivity and convenience demands while building a collaborative growth network [5] - The challenge of product innovation in a low-growth FMCG market is emphasized, focusing on balancing the quantity and quality of new products and planning suitable launch paths to ensure both short-term sales and long-term brand value [6] Group 3: Event Details - The 2025 Worldpanel Consumer Index Client Conference will feature discussions on market changes, growth opportunities, and the release of the 2025 Brand Footprint Report, showcasing brands that have successfully navigated challenges and achieved growth [9]

Core Insights - The probability of brand growth is akin to a "50:50 game," with around 50% of brands achieving growth consistently over the past 13 years according to the latest Worldpanel Consumer Index report [1][3] - The report covers 56 markets across five continents and analyzes over 30,000 brands, revealing the top 50 fast-moving consumer goods (FMCG) brands chosen by global consumers [1] Brand Growth Statistics - In 2024, 50.2% of brands achieved growth, maintaining a stable range of 45%-55% for the top 250 brands [3] - Successful brands actively change their growth probabilities by expanding their penetration rates, with 88% of growing brands increasing their consumer base in 2024 [6] Top Brands of 2024 - The top five brands chosen by global consumers in 2024 are Coca-Cola, OMO, Colgate, Maggi, and Lays, with OMO rising to second place and Lays entering the top five for the first time [7][10] - Coca-Cola maintains its position as the most popular brand with a consumer reach of 8.3 billion [10] - OMO's consumer reach grew by over 12%, achieving a penetration rate of 41.6% and adding over 22 million consumers [10] - Lays reached a consumer base of 3.4 billion, with a penetration rate increase of 1.2 percentage points, leveraging cultural experiences through its "Global Flavors" series [10] Future Outlook - The report predicts that global inflation may return in 2025, increasing growth pressures on brands and highlighting the importance of penetration rates [11] - Brands that ranked in the top ten for penetration rates in 2024 are expected to maintain their advantages in 2025 [11]

Core Insights - The importance of trade connectivity for companies aiming to enter global markets is emphasized, highlighting how it can lower operational costs and optimize resource allocation [5][6] - Companies must adapt their products to local tastes and cultures, leveraging digital technology for precise marketing and supply chain efficiency [6] - Enhanced communication and collaboration between Malaysian and Chinese enterprises is essential to facilitate trade and create a better environment for international expansion [8] Company Overview - Jindachang Holdings Group started as a simple grocery store in 1938, transitioned into fast-moving consumer goods in 1973, and was listed on the Malaysian stock exchange in 2015, serving clients in East Malaysia, Brunei, and Indonesia [3] Trade Connectivity - The deepening of economic globalization necessitates smooth trade channels, which not only reduce operational costs but also create more development opportunities for businesses [5] - Trade agreements and improved infrastructure play a crucial role in lowering market entry barriers, making it easier for companies to sell their products and services in foreign markets [5] Innovation and Sustainability - Exposure to new markets and competitors can stimulate innovation, prompting companies to develop new products and services [5] - With increasing consumer emphasis on environmental sustainability, companies are encouraged to integrate green principles into their operations to meet market expectations [6]

Core Insights - The rapid consumer goods market in China is undergoing unprecedented changes due to shifts in population structure and economic transformation, leading to challenges for brands in achieving effective growth and innovation [2][6] - The conference aims to explore how brands can leverage consumer insights to drive growth and navigate the complexities of consumer behavior and market dynamics [2][3] Group 1: Market Dynamics - The Chinese fast-moving consumer goods (FMCG) market is experiencing significant restructuring influenced by consumer segmentation and generational shifts, necessitating brands to identify stable growth paths amidst volatility [2] - Global and Chinese markets confirm that penetration rate is a core driver of brand growth, with discussions focused on how to effectively identify and enhance the dimensions that require brand focus [3] Group 2: Consumer Behavior - Consumers are increasingly shopping across multiple channels, averaging seven channels per year, highlighting the need for brands to meet both price sensitivity and convenience demands while building a collaborative growth network [5] - The challenge of product innovation in a market characterized by low growth rates requires brands to balance the quantity and quality of new products, ensuring they contribute to both short-term sales and long-term brand value [6] Group 3: Event Details - The 2025 Worldpanel Consumer Index Client Conference will feature discussions on market changes, growth opportunities, and the release of the 2025 Brand Footprint Report, showcasing brands that have successfully navigated market cycles [9] - The agenda includes insights from industry leaders on how to translate consumer insights into actionable growth strategies and decode consumer behavior across channels [9]

Group 1 - The core business segments of Unilever include Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream [1] - In the Beauty & Wellbeing segment, the underlying sales growth was 3.4% in the first half of the year, with 1.7% from volume and 2.0% from price increases, although the growth rate has slowed compared to last year [1] - Revenue for the Beauty & Wellbeing segment reached €6.5 billion (approximately ¥53.5 billion), a decline of 0.8% [1] - The Personal Care segment saw a 4.8% increase in underlying sales, with revenue also at €6.5 billion (approximately ¥53.5 billion), but a decline of 5.9% in revenue [1] Group 2 - Despite a sluggish market, growth in the second half of the year is expected to outpace the first half, driven by continued strength in developed markets and improving performance in emerging markets, particularly India, Indonesia, and China [1] - Unilever anticipates a profit margin of at least 18.5% in the second half of the year, showing significant improvement compared to the second half of 2024 [1] Group 3 - On July 31, Unilever reported its first decline in revenue for the first half of the year in nearly five years, with revenue and profit both decreasing [3] - Although underlying sales increased slightly by 3.4%, revenue fell by 3.2% year-on-year to €30.1 billion (approximately ¥247.6 billion) due to the depreciation of the dollar and weak core business sales [3] - The underlying operating profit dropped significantly by 10.6% to €5.3 billion (approximately ¥54.3 billion) [3]