这是新消费智库第 2 6 6 9 期文章 新消费导读 1. 光明乳业上新光明优倍有机奶雪糕 2. 薛记炒货 x 伊利集团奶皮子酸奶上新 3. 茉莉奶 白 联名《魔道祖师》焕新奶白栀子系列 4. 安踏之家品牌产品体验空间正式开业 5. 蒙牛奶酪冠名街球霸王 6. 袁记云饺进军泰国市场 7. 舒淇成为爷爷不泡茶品牌代言人 8. 智能饮品零售品牌「碰杯站」完成 5000 万元融资 9. 群兴玩具成功获 1.5947 亿元融资 10. 橘帝堂完成千万级天使轮融资 11. 瑞幸 × 多邻国推出新品 12. 认养一头牛与三丽鸥家族联名 13. 酵色透光晶冻口红焕新上市 . . . . . . 一周新品 1. 旺旺旗下 Fi xXBody 推出新品空气米脆 3. 薛记炒货 x 伊利集团奶皮子酸奶上新 日前，薛记炒货和伊利集团联合推出新品奶皮子酸奶。奶皮子酸奶是一种表面带有 "奶皮"的风味酸乳。新品采用伊利专业牧场的新鲜奶源， 甄选动物奶油，优质菌群发酵。 （ 小食代 ） 4. 迪桑特高尔夫推出全新系列 S-CORE 高端专业运动品牌迪桑特高尔夫正式发布全新系列 S-CORE ，以多场景时尚为灵感源泉，延续品牌深厚的高尔夫专 ...

Group 1: Sam's Club Controversy - Sam's Club faces backlash from members due to the introduction of "Holly Friend Pie," which has led to dissatisfaction over recent product adjustments [1] - The selection strategy has shifted, with popular items being removed while new products from brands like Holly Friend, Wei Long, and Xu Fu Ji are added [1][2] - Quality control issues have compounded the controversy, as consumers express concerns over the taste of new products [1] Group 2: Strategic Importance of Sam's Club - Sam's Club has become a significant revenue source for Walmart, with net sales in China reaching $6.7 billion (approximately 48.02 billion RMB), a year-on-year increase of 22.5% [2] - Comparable sales grew by 16.8%, and e-commerce sales surged by 34%, indicating strong growth momentum for Sam's Club and its online business [2] - Over the past 12 months, Sam's Club has opened 7 new stores, highlighting its role as a rare growth channel amid market fluctuations [2] Group 3: Brand Dynamics with Sam's Club - Brands are increasingly reliant on Sam's Club's supply chain and quality control, which gives Sam's Club significant influence over product offerings [3] - There is a risk for brands to become mere outsourcing partners, losing pricing power as they collaborate exclusively with Sam's Club [3] - However, some brands assert they maintain a degree of control in partnerships, leveraging insights from social media platforms for consumer understanding [4][5] Group 4: Market Performance Indicators - The Shanghai Consumer 80 Index closed at 4756.53 points, with a gain of 0.44% on July 14 [7]