这是新消费智库第 2 7 3 1 期文章 新消费导读 1. 喜茶上新「奇兰芭乐莲雾」 2. 宜家推出儿童家具 3. 劲仔食品上新爆嫩豆干 4. 三全推出低 GI 蓝莓桑葚汤圆新品 5. 飞鹤爱本推出特膳粉新品 6. 瑞幸咖啡联名小黄人上新巴拿拿拿铁 7. 费列罗在山姆推出限定臻品巧克力制品糖果礼盒 8. Maui J im 茂宜睛推出全新面罩式太阳镜 9. Hirono 小野推出公路日志系列毛绒公仔 10. 奈雪上新车厘子黑森林新品 11. 美团外卖官宣周杰伦出任品牌代言人 12. 百事粉可乐上市 13. 彪马官宣单依纯为大中华区品牌代言人 ...... 一周新品 1. 喜茶上新「奇兰芭乐莲雾」 近日，喜茶上新「奇兰芭乐莲雾」。据官方介绍，新品采用红心芭乐、黑金刚莲雾与来自福建的花香奇兰乌龙调配而成，风味馥郁，口感清 柔。（ FDL 数食主张） 2. 宜家推出儿童家具 图片来源：AI生成 宜家发布全新 GREJSIMOJS 儿童家居系列，共 33 款产品，将于 2026 年 2 月上市。该系列强调玩乐即生活，设计融入动物造型、色彩 创意与功能性，旨在激发家庭成员的创造力与互动。宜家希望通过此系列让游戏成为家庭 ...

New Product Launches - Rabit and Thermos have launched a limited edition thermos cup, claiming high aesthetic value and long-lasting insulation [4][7] - Nestlé and 7-ELEVEN have introduced a new collaboration featuring wafer chocolate crisps and chocolate-flavored sauce, suitable for baking and desserts [4][7] - Peet's Coffee has partnered with SALOMON to release new products including black chocolate mocha and hot cocoa, using single-origin 56% dark chocolate [4][7] - Mondelēz has launched Oreo Zero Sugar in the US, utilizing a new sweetener blend to maintain the classic flavor [4][10] - Starbucks China has unveiled a Harry Potter-themed winter celebration series, offering three new drinks with exclusive merchandise [4][10] - Jollybaby has introduced a sound effect boxing puppet designed for hand-eye coordination training [4][10] - Balabala has launched a black label goose down product, emphasizing high cleanliness and safety standards [4][12] - Guozi Shule has released two new fruit tea beverages, both with zero sugar, fat, and calories [4][14] Industry Events - PepsiCo announced a series of business adjustments, including cost-cutting measures and a reduction of product varieties in the US market by nearly 20% [15][16] - BabyTree has upgraded its brand strategy to become an AI-driven platform for maternal and child care [15][16] - Douyin has become the official content platform for the CBA, set to live stream selected matches starting December 12 [15][16] - Huijie Co. has decided to cease operations of its North American sub-brand under stance due to tariff policy uncertainties [15][16] - The Pulse Rebirth Rest Station has been established in Shenzhen, constructed from approximately 6,000 Pulse bottles and over 90,000 caps to promote environmental sustainability [15][17] Investment Trends - Curative, a US healthcare company, completed a $150 million Series B funding round led by TED chairman Chris Anderson's fund [22][23] - Tetra Pak has acquired Bioreactors.net, a company specializing in bioreactor systems for new food sectors [22][23] - Ripple Foods, a US plant-based beverage brand, raised $17 million to support product line expansion [22][24] - Luming Robotics secured several hundred million RMB in Pre-A funding to enhance its embodied intelligence technology [22][24] - Changyao Innovation announced a successful A-round financing of several tens of millions RMB [22][24] Food Industry Developments - War Horse has launched a revamped energy drink series, including six new sugar-free fruit-flavored options [27] - Milbio introduced a bread premix powder made from high-quality fibers and sprouted grains [27] - Salted Fish has appointed Wang Yibo as the global ambassador for its brand "Big Demon King" to enhance market visibility [27] - JD's Seven Fresh Coffee has opened a new store in Beijing, marking a strategic partnership with a hotel group [27] Beauty Industry Updates - MUSINSA's self-owned brand Musinsa Standard will open its first store in China on December 14 [32] - GANNI and Barbour have launched their fourth collaborative collection, focusing on contemporary and feminine designs [32] - JD's AI plush toys sold out quickly upon launch, emphasizing the trend towards interactive, non-screen-based toys for children [32] - French luxury leather brand Polène has opened its first flagship store in China, located in Beijing [35][36]

New Products - Let Tea launched "Guava Oil Kumquat Jasmine Tea" across all channels, featuring a health-focused formula with 0 sugar and 0 calories, using high-altitude tea and a unique flavor profile [4][5] - Yuanqi Forest introduced a new juice product, "Full Score! 100 Vitamin Juice," which has 25% less sugar compared to ripe fruits and is rich in various vitamins [5] - Hershey's released a limited edition Dubai-style chocolate bar, with only 10,000 units available [5] - Chacha launched a seasonal limited "Warm Ginger Tea Flavor Sunflower Seeds," emphasizing a crispy texture and convenient packaging [5] - Wangwang's brand Shawa introduced a chili-flavored liquor with an alcohol content of 26% [5] Industry Events - Cargill announced a price increase for 148 products in Japan, affecting various beverages and frozen vegetable products starting February 1, 2026 [13] - The largest Pop Mart store in Shanghai opened in Nanjing East Road, marking a significant retail expansion [13] - Prada's acquisition of Versace is set to finalize on December 2, 2023, making Versace a wholly-owned subsidiary of Prada [15] - Feihe announced the launch of new products at its 2025 partner conference, highlighting its first milk powder raw material traceability capability [15] - Dior introduced a women's fashion scholarship to address the industry's demand for creative talent [15] Investment Trends - Wuwen Xinqiong completed a 500 million RMB A+ round of financing, with investors including Junlian Capital and Lenovo Ventures [21] - Yingzhifang received a multi-million strategic investment from Huaxin Capital, aiming for an international market entry within five years [21] - FrieslandCampina announced the acquisition of Wisconsin Whey Protein Company, enhancing its protein and probiotic supply capabilities [21] - Function Health secured 298 million USD in B round financing, with participation from several prominent venture capital firms [21] - Qido Smart completed multiple rounds of financing totaling several million, focusing on AI children's exploration products [21] Food Industry Developments - Heytea launched a new product, "Bitter Matcha," available in two flavors, combining fresh ingredients with chilled milk [28] - PepsiCo inaugurated a new food factory in Vietnam with an investment of approximately 90 million USD, aiming for an annual output of over 25,000 tons of snacks [28] - Haeha launched a winter limited product, "Hawaiian Macadamia Butter Cookie Milk," featuring high-quality milk and macadamia [28] - Luckin Coffee introduced two new products, "Samba Deep Roasted Latte" and "Samba Deep Roasted Americano," using 100% Arabica coffee beans [28] - Huangshanghuang opened its first hot marinated food store in Nanchang, offering various meal sets at competitive prices [30] Retail Expansion - Babbi Xiaolongbao opened its first store in South China, achieving a record sales of 18,000 RMB on its opening day [33] - Xiangpiaopiao launched its first offline milk tea store in Hangzhou, featuring a menu focused on fresh leaf tea [33] - The first "Li Ning Outdoor" store opened in Beijing, showcasing a full range of outdoor products [34] - Toys "R" Us launched its first "Trendy Flagship Store" in Shanghai, targeting the adult trendy toy market [38] - Chanel unveiled its first public library in Shanghai, dedicated to contemporary art [40]

Core Insights - The eighth China International Import Expo (CIIE) showcases a significant shift in consumer behavior among young Chinese consumers, who are evolving from mere product purchasers to trendsetters and value resonators [1][4] - The event serves as a platform for brands to engage with consumers, transforming traditional product displays into interactive experience zones [1][2] Group 1: Consumer Behavior Trends - Young consumers are increasingly prioritizing personal expression and experiential consumption, moving from a mindset of "just usable" to "experience is king" [1][2] - The focus on individuality and experience is coupled with a growing emphasis on value recognition, where consumers consider not only the product but also the brand's research capabilities, cultural integration, and social responsibility [2][3] Group 2: Brand Strategies - Brands like Amorepacific and Crocs are adapting their strategies to align with the new consumer demands, emphasizing customization and local market engagement [3][4] - Amorepacific integrates elements of Eastern aesthetics into its booth design, while lululemon creates interactive spaces to promote a lifestyle of joy through movement [2][3] Group 3: Market Implications - The transformation of young consumers is resonating with market development, indicating a new consumer proposition that foreign companies can leverage to deepen their presence in China [3][4] - The CIIE highlights the potential for brands to connect emotionally with consumers, as seen with Bubble Mart's use of IP to create memorable social experiences [2][3]

Core Insights - The global luxury goods industry is seeking a new balance amid structural differentiation, driven by creative innovation, market restructuring, and strategic focus [1] Group 1: Company Performance - Prada Group reported a revenue of €4.07 billion for the nine months ending September 30, 2025, an increase of 8.9% year-on-year, with Miu Miu's sales soaring by 41% [2] - Unilever's Q3 sales exceeded expectations, driven by double-digit growth in beauty brands like Dove, with a total turnover of €14.7 billion, down 3.5% year-on-year [3] - Chanel appointed Sarah Weisz-Pirel as the new communications director, emphasizing the brand's strategic focus on crisis and reputation management [4][5] - Kering's Q3 revenue fell by 10% to €3.42 billion, but the decline is narrowing compared to previous quarters, with North America showing a surprising 3% same-store sales growth [6] - L'Oréal's Q3 sales reached €10.33 billion, a 0.5% increase year-on-year, but still below analyst expectations [7][8] - Hermès reported a 9.6% increase in sales to €3.88 billion, although it fell short of market expectations [10][11] - LVMH is considering selling a 50% stake in Fenty Beauty, reflecting a strategic reassessment of its diverse business portfolio [12] - Ermenegildo Zegna's Q3 revenue grew by 0.2% to €398.2 million, with significant improvement in the Greater China region [13][14] Group 2: Market Trends - Swiss watch exports to the U.S. plummeted by 55.6%, resulting in the U.S. losing its status as the largest export market for Swiss watches [17] - The luxury goods sector is witnessing a shift towards high-end beauty and personal care products, as evidenced by Unilever's strategic focus [3][6] - The appointment of Grace Wales Bonner as Hermès' menswear creative director signifies a cultural and strategic shift towards contemporary aesthetics [16] - The collaboration between Hyatt and Home Inn to enter the long-stay hotel market indicates the growing potential of the business travel segment in China [18][19]

New Products - JD.com launched its self-branded sparkling yellow wine, featuring a 5% alcohol content in a 480ml bottle, made from high-quality glutinous rice and local herbs [4][5] - Dongpeng Beverage introduced a new Hong Kong-style milk tea, using Indian black tea and Yunnan Dianhong, priced at 71.9 yuan for a 500ml x 24 bottle pack [4][5] - Amazon announced the launch of its private label Amazon Fresh, offering over 1,000 grocery items, with most priced under $5 and rated at least 4 stars [4][5] - Hennessy collaborated with Jackson Wang to launch a limited edition Mid-Autumn Festival series featuring Hennessy V.S.O.P and X.O [6][8] - Lay's released a new Heinz ketchup-flavored potato chip, available in 70g and 135g packs [6][9] - Lacoste and Wang Yibo launched their first collaborative series, including windbreakers and hoodies [6][10] - Fenjiu introduced a wedding edition chocolate gift box featuring liquor-filled chocolates [6][11] - Tianrun Dairy launched a new pomegranate-flavored yogurt, emphasizing clean label principles and using real pomegranate jam [6][11] - Mengniu partnered with China Tea to launch a red tea ice cream [6][13] Industry Events - Wudao Milk announced a 1 billion yuan investment to build its second factory in Shanghai, aiming for a sales target of 5 billion yuan by 2024 [14] - Meituan's international delivery brand Keeta launched operations in the UAE, marking its third Middle Eastern market entry within 40 days [14][15] - Dongpeng Beverage established a new marketing company in Jiangsu with a registered capital of 10 million yuan [14][16] - Wufangzhai plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its international brand image [14][17] - Kegome appointed a new president, marking the first leadership change in six years [14][18] - Bright Dairy's subsidiary, New Light, plans to sell its New Zealand North Island assets for $170 million [14][19] - Coach opened its third coffee shop in the U.S., targeting Gen Z consumers [14][20] - Huang Bo's IP brand, Huang Dou Jun, opened its first store in Qingdao [14][21] - COFCO Jiajiakang launched its flaxseed pork products in Hong Kong, covering 60 major supermarkets [14][22] - Malbon Golf established its China headquarters in Shenzhen [14][23] Investment Trends - Xinghe Power completed a 2.4 billion yuan Series D financing round [21][22] - PAI Partners raised nearly 30 billion yuan for its ice cream joint venture with Nestlé [21][23] - Xingmai Innovation secured 1 billion yuan in A+ round financing [21][24] - Fengyi International plans to acquire a 49% stake in Juai Food [21][25] - Ailios completed a 100 million yuan A+ round financing [21][26] - Ferrero completed the acquisition of Kellogg's North American business [21][27] - Tianqing Kongtian raised several hundred million yuan in Series A financing [21][28] - Suzhou Lexiang Intelligent Technology announced a 200 million yuan angel round financing [21][29] - Nscale completed an $1.1 billion Series B financing round [21][30] - Luobo Intelligent announced several tens of millions in angel + round financing [21][31] Food Industry Developments - Wangzai Milk upgraded its product to feature high calcium and protein, using New Zealand milk sources [28] - Guoquan repurchased 1.55 million shares for 5 million HKD [28] - Mengniu and Everbright Pension signed a strategic cooperation agreement to enhance health management for the elderly [28] - Yakult revamped its low-sugar Y1000 yogurt packaging in Japan [28] - Happy Monkey opened its third store in Hangzhou [28] - Mocha announced its brand ambassador Ding Yuxi [28] - Yanjin Pupu launched a new garlic sesame sauce product [28] - Sam's Club in Changping, Beijing, is set to open in October [28] - Jindouya introduced a new calcium, iron, and zinc water product [28] - Mixue plans to harvest about 60,000 tons of lemons nationwide this year [28]

New Consumption Overview - Kind LLC, a subsidiary of Mars, launched a new series of grain energy bars made from five different types of grains, designed to provide sustained energy without sugar spikes or artificial ingredients [2] - Meco announced the popular idol group Times Youth League as its new brand ambassador, releasing a themed short film featuring the group [4] - Coca-Cola Japan introduced a new product, Georgia Clear Black, a black coffee that retains the richness and aroma of coffee while offering an unprecedented refreshing taste [7] - Master Kong launched a new low-sugar, high-fiber iced tea, reducing sugar content by 50% while maintaining a refreshing taste [8] - Nestlé collaborated with Hongdu Daping to launch seasonal limited products inspired by the fragrance of Jiangxi's gardenia flowers [8] - Atomy is considering acquiring a 63.38% stake in its subsidiary, Aikang Industry, for approximately 600 billion KRW [8] - ST United announced plans to acquire 100% of the shares of Jiangxi Runtian Industrial Co., Ltd. through a combination of stock issuance and cash payment [8] - Prada announced its acquisition of a 10% stake in Italian leather manufacturer Rino Mas Trotto to strengthen its strategic position in the leather supply chain [8] - ListenHub secured millions of dollars in angel funding from Sequoia China to enhance technology and market expansion [8] - Lantrilis received regulatory approval to acquire General Mills' yogurt business in the U.S., with the transaction expected to complete by the end of June [12] - Off&Relax launched a new offline experience space in Shanghai, showcasing its dual-effect collagen hair care products [13] - Goldwin opened its first flagship store in Kyoto, designed with a concept that combines local elements and modern aesthetics [13] - UR's sister brand OF opened its first independent store in Guangzhou, marking the start of its offline expansion [13] - Yili Group signed a strategic cooperation agreement with General Technology Group to collaborate on elderly nutrition solutions and health service systems [13] - The Shenzhen Stock Exchange decided to terminate the listing of Renrenle's stock, with the last trading date expected to be July 3, 2025 [14]

New Product Launches - Pitaya launched a new line of swirl smoothie bowls using organic superfruits in single-serve frozen form [2][3] - Jianai introduced yogurt frozen treats in original and mango passion fruit flavors, with over 80% fresh milk content [6] - BIRKENSTOCK released the FLORIDA spring/summer collection, reinterpreting the classic sandal design [6] - Nestlé collaborated with Hongdu to create seasonal limited products inspired by the fragrance of Chinese gardenia [9] - Meco cup fruit tea announced the boy band Times Youth League as its new brand ambassador [11] - Xiaoguan Tea entered the fast-moving consumer goods market with a new product line [11] Industry Events - Lavazza opened its first university store at Fudan University, targeting the Gen Z demographic [11] - The popular cake brand Muxinshan opened 800 stores within a year of establishment [11] - Bubble Mart launched its first MEGA COLLECTION store in Chengdu [11] - Chinese colored contact lens brand LEMONADE expanded into the South Korean market [31] Financing Activities - Wailuo secured $60 million in financing, focusing on marketing technology services for consumer brands [18] - Bloobloom, a fashion eyewear brand, raised £3 million in a new funding round [20] - Chaxingren completed nearly 50 million yuan in angel round financing, aimed at technology development and capacity building [20] - IMCOCO Group, involved in the coconut water industry, announced a significant Pre-A round financing [22] Food and Beverage Innovations - Kay Tea launched a new line of instant iced tea powders aimed at the UK market [25] - Meiji introduced a salted lemon-flavored Bulgarian yogurt in Japan [26] - Kweichow Moutai announced a new high-end product series, featuring premium beef noodles [26] - Yuhua launched a new series of HPP (High Pressure Processing) products, including various fruit juices [27] Beauty and Personal Care Developments - FRED launched a new high-end jewelry collection for 2025, featuring 19 pieces [28][29] - Walmart plans to pilot a "beauty bar" project in 40 stores to enhance the shopping experience [31] - Huaxizi introduced a new lipstick series inspired by traditional Chinese culture [31]

Core Insights - The article discusses various new consumer products and brand collaborations, highlighting trends in the beverage and fashion industries, as well as investment activities in the consumer sector [3][4][8][9][12]. Product Launches - G-SHOCK and Crocs have launched a collaborative shoe line called "Echo Wave," featuring a classic EVA sole and a unique waterproof design [3]. - Wahaha has introduced a new sugar-free tea product under the "Wah Xiaozong" trademark, which is managed by the Hongsheng Group [4]. - Coca-Cola has released a limited-time product in North America, combining Sprite with tea, inspired by a popular trend on TikTok [4]. - Naixue has launched its first caffeine-free bottled drink, made with South African jasmine and other natural ingredients [6]. Collaborations and Acquisitions - Patta and Rapha have collaborated for a second time to promote cycling culture through a new apparel collection [4]. - LVMH family consortium has made a €60 million acquisition offer for the French sports brand Le Coq Sportif, aiming to revitalize the brand [9][12]. - Chobani is reportedly acquiring plant-based food manufacturer Daily Harvest, although the terms of the deal are not disclosed [9]. - L'Oréal is a strong contender in the acquisition of the UK skincare brand Medi K8, which focuses on effective skincare products [9]. Investment Activities - Pupu Supermarket is planning to go public in Hong Kong, currently covering nine cities with over 400 front warehouses [8]. - Guangfan Technology has secured a new round of investment, focusing on AI applications and smart device manufacturing [9]. Brand Collaborations - Louis Vuitton and Takashi Murakami have released the final chapter of their collaboration, celebrating 20 years of partnership with over 70 collectible items [13]. - Roxy and Anta have launched a functional lifestyle capsule collection aimed at the Gen Z consumer market [13]. - Huang Zitao's sanitary napkin brand "Duo Wei" has been launched with an investment of 275 million yuan, offering various product types [13]. New Product Offerings - i Moutai has introduced promotional pricing for its red wine products, with discounts available for consumers [14]. - The high-end hot pot brand Cuocuo has announced a collaboration with the international IP Miffy for a themed experience [14].

Core Insights - The rise of Labubu and similar products is significantly influenced by celebrity endorsements and social media presence, showcasing a shift in marketing strategies from traditional endorsements to more organic, lifestyle-driven promotions [1][5][11] - The popularity of "撕拉片" (instant film) has surged, with prices skyrocketing from 70 yuan to 3000 yuan, indicating a strong consumer demand driven by celebrity usage [3][5] - Brands are increasingly focusing on interactive and emotional connections with consumers through limited edition products and direct engagement with fans, rather than relying solely on traditional advertising methods [6][8][12] Marketing Evolution - The traditional model of celebrity endorsements is evolving, with brands now seeking deeper interactions and emotional connections with their audience, moving beyond mere promotional appearances [11][21] - The effectiveness of celebrity endorsements is being re-evaluated, with a noted increase in the number of brand collaborations with celebrities, but with mixed results in terms of actual sales impact [6][8][10] - The concept of "sharing" and "realness" in celebrity marketing is becoming more prominent, as consumers are drawn to authentic representations of products in celebrities' daily lives [10][19][21] Consumer Behavior - Consumers are increasingly attracted to products that celebrities genuinely use, leading to a rise in demand for items that are perceived as authentic and relatable [10][12][19] - The phenomenon of "明星同款" (celebrity matching items) is gaining traction, as it allows consumers to feel a connection to their favorite stars while also fulfilling their desire for authenticity [10][11][19] - The engagement of celebrities in everyday activities, such as vlogs and social media interactions, is proving to be an effective way to build brand loyalty and consumer interest [19][28] Brand Strategies - Brands are adopting innovative strategies, such as inviting celebrities to participate in interactive events, to create a more personal connection with consumers [23][26] - The integration of celebrity lifestyles into brand narratives is becoming a key strategy for enhancing brand visibility and consumer engagement [21][23] - Collaborative product lines that reflect both the celebrity's persona and the brand's identity are being developed to deepen emotional connections with consumers [21][26]