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一周新消费NO.330|孙颖莎成为 OPPO 全球合作伙伴;郑钦文成为霸王茶姬首位全球品牌代言人
新消费智库· 2025-10-12 13:04
New Product Launches - Luckin Coffee collaborates with "Tom and Jerry" to launch "Milk Skin Latte," inspired by traditional Inner Mongolian dairy products, featuring a rich milk flavor and a pudding-like texture [6][4] - Heytea introduces "Sauce-flavored White Tofu Crushed Silver," combining Yunnan sweet soy sauce with butter for a unique taste experience [6][4] - Qiaqia partners with Dairy Dragon to launch "Growth Nuts," featuring cartoon packaging and added lutein and probiotics [6][4] - Yanjinpuzi collaborates with Nongshim to create "Spicy Kimchi Chips," utilizing a non-fried baking process and optimized for reduced fat, salt, and sugar [7][4] - Dongpeng Special Drink teams up with Wrigley's to launch a sugar-free gum flavored like Dongpeng Special Drink [6][4] - Let Tea launches "Guava Oil Kumquat Jasmine Tea," a new product emphasizing health with no sugar and added probiotics [11][8] - Yuanqi Forest releases a new 1.8L iced tea, priced around 8 yuan, expanding its product sizes [11][8] Industry Events - Sun Yingsha becomes a global partner for OPPO, unveiling the special edition "Chasing Light Red" for the Find X9 series [15][13] - General Mills announces the closure of factories and a restructuring plan costing approximately $82 million, aimed at enhancing supply chain competitiveness [16][12] - Pang Donglai reports sales of 681 million yuan over the National Day holiday, with the Times Square store leading at 188 million yuan [16][12] - UNDEFEATED SPORT launches a themed event in Anaya, promoting its fall/winter collection through interactive sports challenges [16][12] - RIMOWA introduces a new seasonal limited edition in ballet pink, enhancing its Essential series [19][17] - LG Life Health appoints a new CEO, Lee Sun-joo, who has extensive experience in the beauty industry [20][18] - Mengniu Dairy continues its stock buyback strategy, repurchasing shares on multiple occasions in October [20][18] - Zheng Qinwen becomes the first global brand ambassador for Bawang Tea [20][18] - Three Squirrels receives approval for its H-share listing, aiming to issue up to 81.5 million shares [23][21] Investment and Acquisitions - M Stand acquires RAC BAR, marking its entry into multi-brand development [25][24] - Mixue Ice Cream invests 285.6 million yuan in Fulu Beer, gaining a 51% stake to enter the fresh beer market [25][24] - Zhou Dasheng acquires German high-end audio brand MBL, preserving jobs and production facilities [25][24] - Froneri, the parent company of Häagen-Dazs in the U.S., secures 36 billion yuan in new funding to strengthen its asset holding [25][24] - Pernod Ricard invests over 50 million yuan in a Canadian distillery, reaffirming its commitment to the region [28][26] - Jianming Industrial acquires enzyme producer HJ Youtel, enhancing its capabilities in various sectors [30][29] Food Industry Developments - Central Park Coffee Co. announces the opening of a Friends-themed café in New York, offering immersive experiences for fans [31][30] - Meituan's Happy Monkey brand opens its first northern store in Yanjiao, Hebei [33][32] - Asahi Foods launches a new nursing food brand, focusing on enjoyable eating experiences for the elderly [33][32] - a2 Milk becomes the first official milk partner of the Australian Open [33][32] - Wangwang introduces "Wangzai Vegetable and Fruit Milk," made with 100% imported milk and various fruit and vegetable juices [35][34] - JD.com kicks off its 11.11 fresh food sales event, offering significant discounts [35][34] - Xiangpiaopiao announces Sun Yingsha as its brand ambassador, promoting its health-focused product line [35][34] - Baili Foods plans to list on the Beijing Stock Exchange, aiming to issue up to 54 million shares [38][36] - Vitasoy is launching new flavors to adapt to emerging tea drink trends and competitive pricing [38][36] - Shuanghui's premium light food brand Jian Song releases new products, emphasizing health and nutrition [38][36]
得物举办 2025 秋冬新潮审美发布会,引领本土潮流话语权升级
Yang Zi Wan Bao Wang· 2025-09-24 12:48
扬子晚报网9月24日讯(记者 姜天圣)2025 年 9 月 19 日,得物 App 在上海北外滩举办 "我的主场 2025FW 新潮审美发布会"。近百位社区优质创作者、Charlotte Zhang、何运晨等明星艺人及安踏、李宁 等众多知名品牌齐聚现场,通过创新音乐展演与跨界走秀发布秋冬潮流趋势,打造了一场融合经典美学 与当代潮流的沉浸式时尚盛会。 作为得物十年发展的重要实践,此次发布会集中展现了平台在潮流文化领域的深耕成果。数据显示,得 物 App 已成为年轻人聚集的品质生活购物社区,每两位 30 岁以下中国年轻人中就有 1 位是其活跃用 户。过去一年,平台社区活跃创作者数量同比增幅达 143%,内容覆盖美妆、数码、运动等多元领域, 构建起丰富的青年兴趣生态。 本次发布会的核心亮点为得物与 Madame Figaro 费加罗联合发布的「静默复古风」。该风格摒弃单一复 古复刻的刻板模式,以经典永续的版型、低调内敛的色调和历久弥新的质感为核心,推动服装回归功能 与审美相融的本质设计理念,为青年群体提供兼具高级感与实用性的穿搭方案。 发布会的成功举办,进一步彰显了上海作为国际时尚之都的集聚力。得物相关负责人表示, ...
安踏押注韩流新势力,但韩流旗手开始在中国撤柜
Guan Cha Zhe Wang· 2025-09-17 05:44
近期,韩国潮牌Mardi Mercredi在中国多个城市出现门店集中清仓、撤柜现象,引发消费者对其"退出中国市场"的猜测。 Mardi Mercredi是韩国设计师朴和睦与其妻李秀于2018年共同创立的时尚品牌。凭借标志性的小雏菊Logo,该品牌被中国消费者亲切称为"小雏菊"。 进入中国市场后,Mardi Mercredi先通过电商平台打开知名度,迅速积累大量粉丝,随后在上海、北京、南京、杭州等一二线城市的核心商场开设实体门 店。 在2023年,品牌扩张步伐明显加快:4月和7月分别在上海、深圳开设快闪店,8月全国首家旗舰店落户上海港汇恒隆广场。截至今年5月15日,Mardi Mercredi在全国已开出33家门店,并曾预告即将入驻长春、青岛和苏州等城市。 然而,9月16日晚,观察者网在现场发现,作为品牌旗舰店的上海港汇恒隆门店已经关闭,原址竖起了商场围挡。 Mardi Mercredi一度被视为韩流品牌在中国市场成功本土化的代表:通过一线商场落地+本土团队运营,快速建立品牌认知。其发展轨迹也被看作"韩流"在中 国消费市场回暖的标志之一。今年以来,已有emis、Fakeme、Ader Error等十余个韩国潮牌 ...
白敬亭潮牌店为何落地成都?
Jin Rong Shi Bao· 2025-09-04 04:03
Core Insights - Chengdu has become a significant hub for "first stores," with over 4,000 first stores, ranking third in China after Beijing and Shanghai [1] - The "first economy" has emerged as a new driver for urban consumption vitality, with 395 first stores established and over 180 high-profile events held in the first half of the year [1][2] - The Jinjiang District, as the core area of Chengdu's international consumption center, has attracted more than 600 first stores, with nearly 2,000 international brands, accounting for over 30% of the city's first launch resources [1] Government Initiatives - The Jinjiang District government has formed a professional investment promotion team to attract businesses, reducing approval times from 7-10 days to as fast as 2-3 days [2] - A "gold medal service specialist" system has been implemented to provide one-on-one support for businesses, covering all aspects from site selection to operational coordination [2] - The local government has introduced various policies and support measures to stimulate the first economy, focusing on mechanism innovation, service upgrades, and creating engaging consumer scenarios [2][3] Economic Impact - The Jinjiang District government launched the "First Economy High-Quality Development Leading Plan (Spring Action)" in early 2025, establishing a first economy promotion alliance and creating benchmark projects [3] - The Spring Street business district hosts a new first store or event approximately every two days, contributing to a year-on-year consumption growth of 6.8%, leading the nation [3] - Future plans include enhancing the business environment for first economy development and launching the first national first information index to promote sustainable growth [3]