Workflow
和路雪
icon
Search documents
梦龙独立运营:联合利华冰淇淋业务拆分 高端路线遭遇本土品牌冲击
Xin Lang Zheng Quan· 2025-07-09 06:30
Core Viewpoint - The Magnum Ice Cream Company has officially separated from Unilever and will operate independently, with plans to list in Amsterdam, London, and New York in Q4 2025, while also establishing operations in China [1][2]. Group 1: Company Structure and Operations - The separation of Magnum is a strategic move that has been in planning since 2024, with the operational cut occurring on July 1, 2025 [2]. - The new company is headquartered in the Netherlands and has established a "de-layered, frontline-first" independent structure, which is expected to reduce operational costs compared to when it was part of Unilever [2]. - In China, the newly formed Magnum Investment (Shanghai) Co., Ltd. has taken over Unilever's ice cream business, with a registered capital of 1.542 billion yuan [2]. Group 2: Market Dynamics and Competition - The Chinese ice cream market is currently dominated by three major players: Yili, Unilever (prior to the split), and Mengniu, with Yili's ice cream revenue declining by 18.4% to 8.72 billion yuan in 2024 [4]. - The market is witnessing a shift towards high-cost performance products, with brands like Mixue Ice City attracting consumers, contrasting with the struggles of premium brands like Haagen-Dazs [4]. - Magnum's high-end positioning is challenged by changing consumer preferences, as price sensitivity increases and "affordable quality" becomes the mainstream choice [4]. Group 3: Strategic Focus Post-Separation - The strategic focus for the independent Magnum will revolve around three pillars: growth, productivity, and reinvestment [5]. - Growth strategies may include expanding consumption scenarios and enhancing e-commerce presence, where Magnum ranks first on nine out of thirteen major platforms globally [5]. - The company aims to optimize its supply chain and reduce operational costs through a flexible structure, while also focusing on product innovation tailored to Chinese consumer tastes [5]. Group 4: Future Outlook - Magnum is set to go public in Q4 2025, with its performance in the Chinese market being crucial for its valuation [6]. - The company faces significant challenges in adapting to local competition and evolving consumer trends, while proving that independent operations can yield better growth than during the Unilever era [6].
在市场波动中,联合利华冰淇淋正式独立了丨消费参考
Group 1 - The Magnum Ice Cream Company has officially completed its independent operations as of July 1, 2025, including establishing a legal entity and new operational model, and separating financial statements [1] - The company plans to list its shares in Amsterdam, London, and New York by the fourth quarter of 2025, with Unilever reporting the ice cream business as discontinued from the same period [1] - The Magnum Ice Cream Company owns several global ice cream brands, including Magnum, Cornetto, and Ben & Jerry's, and is currently wholly owned by Unilever [1] Group 2 - In China, a new operational entity for The Magnum Ice Cream Company has been established, fully owned by The Magnum Ice Cream Company HoldCo 3 Netherlands B.V., with Unilever no longer listed as a shareholder [2] - The new entity in China is led by Loh Wai Fung as the legal representative, with other key positions filled by Meng Lin, Xu Yuzong, and Jiang Fei [2] - Despite the establishment of the new entity, Magnum does not hold a dominant position in the Chinese market, where Yili ranks first, followed by Magnum (Unilever) and Mengniu [2] Group 3 - The Chinese ice cream market is currently experiencing a contraction, with Yili's ice cream revenue declining by 18.4% year-on-year to 8.72 billion yuan in 2024, and Mengniu's revenue down by 14.1% to 5.175 billion yuan [3] - In the first quarter of 2025, Yili's ice cream revenue continued to decline, indicating ongoing challenges in the market [3] - The market is shifting towards cost-effectiveness, as evidenced by the popularity of affordable ice cream brands like Mixue Ice City, contrasting with declining foot traffic at premium brands like Haagen-Dazs [3]
1400亿,最大冰淇淋IPO要来了
投资界· 2025-02-15 07:50
以下文章来源于天天IPO ,作者杨文静 天天IPO . 投资界(PEdaily.cn)旗下,专注IPO动态 承接无数人的夏天记忆,联合利华的冰淇淋业务包揽了我们耳熟能详的和路雪、可爱多、 梦龙、千层雪、本杰瑞等一众品牌。作为全球最大冰淇淋企业,联合利华在销量前10大 冰淇淋品牌中就占了一半,冰淇淋业务营业额已经接近83亿欧元(约合6 30亿人民币)。 此前这一业务估值高达15 0亿英镑(约合140 0亿人民币),如若正式上市,将成为全球最 大的冰淇淋IPO。 曾估值1400亿 全球最大冰淇淋IPO定了 联合利华操刀。 作者 I 杨文静 报道 I 投资界PEdaily 你常吃的冰淇淋要IPO了。 投资界-天天IPO获悉,本周联合利华发布202 4年财报,当中宣布一个重磅消息:将剥离 其冰激凌业务,并在阿姆斯特丹、伦敦和纽约上市。联合利华表示,有望在2 0 2 5年底之 前完成计划。 IPO几乎正式浮出水面。 "冰淇淋业务的剥离有望在20 25年底之前完成。"目前联合利华已经在走关键流程,包括 设立的法人实体等等。在财报上,联合利华还公布最新进展—— 冰淇淋业务将通过分拆的方式剥离,随后在荷兰注册成立,总部将继续 ...