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2025年零食行业消费者洞察报告
Sou Hu Cai Jing· 2025-10-09 14:08
今天分享的是:2025年零食行业消费者洞察报告 报告共计:22页 《2025年零食行业消费者洞察报告》由Meltwater编写,基于2025年1月1日至6月30日全球社交媒体(含博客、论坛、Instagram、Reddit等)数据,聚焦消费 者零食消费动机、行业讨论现状及营销方向。报告显示,全球零食相关话题讨论声量2025年上半年达2770万次,较2024年下半年上升50%,但互动量下降 2%,区域差异显著:中国(24.4万次,上升110%)、日本(1370万次,上升170%)为主要市场,印度(17.3万次,下降2%)参与度高,美国(199万次, 下降8%)、英国(24.2万次,下降13%)声量下滑。消费者零食消费有三大核心动机:一是为身心满足,重视方便性与情感联结,价格实惠的零售店零食 (如奥利奥、童子军饼干)及怀旧零食受青睐,预算紧缩推动"平替文化",商店自营品牌提及量上升31%,食品标签与安全法规等议题讨论声量上升 192%;二是为探索尝试,口味和口感(占讨论量33.8%)是首要关注点,超包装(21.3%)、健康等属性,限量版、地域特色零食受欢迎,如迪拜风味巧克 力因红人营销(玛丽亚·维赫拉ASMR视频 ...
亿滋:制定并持续更新《行为准则》|2025华夏ESG实践合规典范案例
Hua Xia Shi Bao· 2025-09-26 12:18
为系统性培育合规文化,亿滋国际建立轮训机制,实施线上线下结合的培训计划,深化员工对公司核心 政策的理解。除正式培训外,公司还在全球及各区域定期开展宣传活动,持续强化员工的合规意识与道 德决策能力,以动态应对不断变化的合规风险环境。成效层面,2024年公司举办约90场互动式合规直播 课程,约4.3万名员工以在线形式完成了相关培训。 在权益保障机制建设上,亿滋国际秉持公平原则,通过公司的合规与诚信计划,为员工、承包商和分包 商提供可及的投诉机制。公司提供覆盖超过90余个国家/地区的免费热线及在线网络举报平台,支持保 在合规意识深化方面,亿滋国际制定并持续更新具有约束力的《行为准则》,将其作为公司合规与诚信 计划的核心组成部分。该准则提供约32种语言版本,明确每位员工依法合规开展业务的责任,涵盖网络 安全、人工智能、人权、社交媒体、制裁与贸易法以及反洗钱等关键领域的操作指导。为确保持续贯 彻,所有员工每年必须接受《行为准则》培训,阅读、理解并严格遵守准则内容,同时签署书面确认书 以示承诺。 文/华夏ESG观察联盟 企业介绍 亿滋国际(纳斯达克:MDLZ)在全球150多个国家和地区为消费者提供零食。2024年公司全年 ...
人形机器人“售货员”好用吗,记者买了包奥利奥
21世纪经济报道· 2025-09-23 15:34
出品丨21财经客户端 21世纪经济报道 编辑丨黎雨桐 实习生沙昕湲 全球资本扫货黄金,金价年内创36次新高 余额宝12年来首次降费,即日生效 7倍大牛股搭上AI芯片,跑出15连板 SFC 21君荐读 视频丨张迎 记者丨高梦阳 9月23日,在2025云栖大会开幕前一天,21世纪经济报道记者在大会现场体验了人形机器人零 售服务。由银河通用人形机器人Galbot完成了一单奥利奥的销售全过程。 ...
满足消费者健康需求情感需求 龚正会见美国亿滋国际董事会主席兼首席执行官冯朴德一行
Jie Fang Ri Bao· 2025-09-18 01:40
Group 1 - Shanghai is focusing on high-quality development and aims to become a world-class modern international metropolis, enhancing its appeal for global goods, especially high-quality and diverse food products [1] - The city welcomes global food companies like Mondelēz International to participate in the development of Shanghai's food industry, improve their headquarters capabilities, and integrate deeply into local supply chains [1] - Mondelēz International, ranked 436th in the Fortune Global 500, is a leader in the global snack industry and has established its Greater China headquarters in Shanghai [2] Group 2 - The CEO of Mondelēz International expressed that Shanghai represents future trends and is often ahead of the global curve, making each visit a learning experience [1] - The company aims to seize growth opportunities in the Chinese market, enhance consumer experiences, and share insights from China with the global market [1]
高盛欲收购哈根达斯母公司,布局高端冰淇淋市场新动向
Sou Hu Cai Jing· 2025-08-12 03:11
Core Viewpoint - Goldman Sachs is reportedly in talks with French private equity firm PAI to acquire a stake in Froneri, the world's second-largest ice cream manufacturer, for approximately 125 billion RMB, which has garnered significant attention due to Froneri's ownership of well-known brands like Häagen-Dazs, Oreo, and Cadbury [1] Group 1: Company Strategy - Goldman Sachs is diversifying its business model beyond traditional capital market roles, seeking direct investments in high-growth potential companies, exemplified by the potential acquisition of Froneri [3] - The acquisition reflects Goldman Sachs' long-term optimism about the premium ice cream market, with Häagen-Dazs being a globally recognized brand that could enhance resource allocation and market competitiveness [3] - The move aligns with investment philosophies similar to Warren Buffett's, focusing on companies with strong competitive advantages and effective management, indicating a strategy of active involvement in Häagen-Dazs' operations [4] Group 2: Market Context - The interest in acquiring Häagen-Dazs is indicative of a broader trend where high-quality assets are increasingly sought after by investors, highlighting the competitive landscape for premium brands with stable profitability and growth potential [6] - Goldman Sachs' financial strength and management expertise position it favorably in the competitive pursuit of quality assets in the evolving global economic environment [6]
接连传出被卖的哈根达斯还有价值吗?
Xin Lang Cai Jing· 2025-08-07 10:24
Group 1 - Goldman Sachs is in negotiations to acquire a stake in Froneri, the world's second-largest ice cream manufacturer, from French private equity firm PAI for €15 billion (approximately ¥125 billion) [1] - Froneri is a joint venture established in 2016 between PAI and Nestlé, with both parties holding equal shares, and it produces well-known ice cream brands like Häagen-Dazs for the U.S. market [1] - If the acquisition is successful, Goldman Sachs will only gain operational rights for Häagen-Dazs in specific regions, while General Mills will retain control over the Chinese market [1] Group 2 - General Mills reported a decline in net sales for its international market, including China, with a 3% drop attributed to decreased revenue in China and Brazil [2] - The company’s third-quarter net sales for fiscal year 2025 reached $4.8 billion (approximately ¥34.8 billion), a 5% year-over-year decline, with net profit down 7% to $626 million (approximately ¥4.54 billion) [2] - The decline in customer traffic at Häagen-Dazs stores in China has been a significant challenge, with a reported double-digit decrease in traffic [2][3] Group 3 - The value of Häagen-Dazs stores lies in their brand influence and existing store network, which are crucial for market expansion [5] - Potential buyers may be interested in leveraging Häagen-Dazs' assets to penetrate larger markets or adapt their business models, although high costs could limit these opportunities [5] - General Mills has seen success in its retail and e-commerce channels for Häagen-Dazs in China, which has prompted the company to expand distribution in these areas [6] Group 4 - Häagen-Dazs has faced significant competition in the Chinese market, with its average price per item ranging from ¥30 to ¥34, compared to competitors like DQ, which has successfully implemented a localized business model [9][10] - The number of Häagen-Dazs stores in China has decreased from approximately 414 to around 260 over the past year, indicating a trend of store closures [10] - General Mills is focusing on optimizing its asset portfolio globally, emphasizing high-growth areas such as international retail and pet food, which aligns with its strategy to accelerate investments in iconic brands [11]
50亿欧元 哈根达斯要被卖了
Sou Hu Cai Jing· 2025-08-06 08:24
Group 1 - Goldman Sachs is reportedly preparing to acquire a stake in Froneri, the world's second-largest ice cream manufacturer, for €15 billion (approximately ¥120 billion) from French private equity firm PAI [2] - Froneri was established in 2016 as a joint venture between PAI and Nestlé, with both parties holding equal shares, and it produces well-known ice cream brands such as Häagen-Dazs, Oreo, and Cadbury in the U.S. market [2][4] - The U.S. ice cream market is valued at approximately $75 billion, with Froneri holding the second-largest market share, trailing only Unilever's Magnum [2] Group 2 - Häagen-Dazs has undergone multiple ownership changes since the 1980s, with significant transitions including its acquisition by Pillsbury in 1983 and later by General Mills in 2001 [3][4] - In 2016, Nestlé and PAI formed Froneri, which subsequently acquired Nestlé's entire ice cream business, giving Froneri operational rights for Häagen-Dazs in over 20 countries [4] - General Mills retains global brand ownership of Häagen-Dazs, primarily managing operations outside North America, especially in China [4] Group 3 - General Mills is reportedly planning to sell Häagen-Dazs' business in China, with potential transaction values estimated between $500 million and $800 million [5] - Häagen-Dazs is facing declining sales in China, with a significant drop in store foot traffic noted in recent financial reports [5][6] - The brand has been actively trying to attract consumers through promotions and discounts, including membership discounts and special pricing [6][7] Group 4 - The Chinese ice cream market has seen a shift in consumer preferences, with a growing demand for lower-priced options, impacting Häagen-Dazs' appeal [7][8] - DQ has emerged as a leading competitor in the domestic ice cream market, capturing nearly 29% market share by 2023, which poses a challenge to Häagen-Dazs [8]
哈根达斯要被卖了
Bei Jing Shang Bao· 2025-08-06 08:10
Group 1 - Goldman Sachs is reportedly preparing to acquire a stake in Froneri, the world's second-largest ice cream manufacturer, for €15 billion (approximately ¥120 billion) from French private equity firm PAI [1][2] - Froneri was established as a joint venture between PAI and Nestlé in 2016, with both parties holding equal shares, and it produces well-known ice cream brands such as Häagen-Dazs, Oreo, and Cadbury in the U.S. market [2][3] - The acquisition would allow Goldman Sachs to indirectly gain operational rights for Häagen-Dazs in various regions, although the global trademark rights remain with General Mills [3] Group 2 - General Mills is reportedly planning to sell its Häagen-Dazs business in China, with potential transaction amounts estimated between $500 million and $800 million [5] - Häagen-Dazs is facing significant sales challenges in China, with a reported double-digit decline in store traffic, leading to a contraction of its physical store presence [5][6] - The brand has attempted to attract consumers through promotions and discounts, but the changing consumer preferences and increased competition from local brands have impacted its market position [7][8] Group 3 - The ice cream market in China is evolving, with consumers showing a preference for lower-priced options, which poses a challenge for Häagen-Dazs, whose average transaction value is around ¥58 [7][8] - DQ has emerged as a strong competitor in the domestic ice cream market, holding a market share of nearly 29% by 2023, which has intensified the competition for Häagen-Dazs [8]
8点1氪:国办:免除公办幼儿园学前一年保教费;最高法规定“不缴社保约定无效”;深铁集团再借给万科16.8亿元
36氪· 2025-08-06 00:12
Group 1 - The State Council has issued an opinion to gradually implement free preschool education, starting from the autumn semester of 2025, exempting public kindergartens from charging care education fees for children in their final year [3][4] - The exemption standard will be based on the approved care education fee standards set by local governments, excluding meal, accommodation, and miscellaneous fees [4] - Private kindergartens will also have their fees reduced in accordance with the exemption levels of similar public kindergartens [4] Group 2 - Shenzhen Metro Group continues to provide financial support to Vanke, with a recent loan of 1.681 billion yuan, following a previous loan of 869 million yuan [5] - Vanke has received a total of 24.369 billion yuan in loans from Shenzhen Metro Group this year [5] - TSMC has dismissed multiple employees for violating regulations regarding sensitive information related to 2nm chip technology [6] Group 3 - Hainan Airlines has launched a "one person, two pets" service, allowing passengers to bring two pets into the cabin under certain conditions [19] - The minimum hourly wage in South Korea for 2026 has been set at 10,320 won (approximately 53.51 yuan), reflecting a 2.9% increase from this year [20] - OpenAI has released two open-weight AI models, GPT-oss-120b and GPT-oss-20b, which can generate text based on user input [20] Group 4 - BP reported a second-quarter operating cash flow of $6.27 billion, exceeding market expectations [22] - DHL Group's second-quarter revenue decreased by 3.9% year-on-year to 19.8 billion euros, while EBIT increased by 5.7% [22] - "Songyan Power" has completed a financing round of several hundred million yuan, led by Jinpu Capital [23]
玛士撒拉获融资;鲟龙科技拟赴港上市;沃尔玛墨西哥CEO离职
Sou Hu Cai Jing· 2025-08-05 15:20
Investment Dynamics - Marsala Biotechnology has completed a B+ round financing exceeding 100 million yuan, led by Baillie Investment and Baillie Zhigao, with existing shareholders also participating [3] - The funds will be used to enhance R&D and clinical trials, solidifying the company's leading position in the "clinical + consumer" dual scenarios [3] Company Developments - Berkshire Hathaway has reported a $3.8 billion impairment loss on its stake in Kraft Heinz, reducing the book value of its shares to $8.4 billion [5] - Kaluga Queen's parent company is considering an IPO in Hong Kong, with discussions ongoing regarding the scale of the offering [7] - Mr. Ice Cream is hiring for an IPO audit position, indicating potential plans for a Hong Kong IPO [9] - Goldman Sachs is set to acquire Froneri for €15 billion, utilizing a unique "continuation fund model" to manage the investment [13] - Bogner's parent company is selling 60% of its shares to Katjes International, enhancing Bogner's capital base for international expansion [16] - Cargill is selling its animal feed production business in Malaysia for approximately 231 million ringgit as part of a global restructuring [18] - Haoxiangni has launched a new series of craft beers, aiming to diversify its product offerings amid market challenges [20] - Kering and Swire Properties have established a sustainable development partnership to enhance ESG performance in retail [23] Personnel Changes - Walmart announced the immediate resignation of Ignacio Caride, CEO of Walmart Mexico and Central America, appointing Cristian Barrientos as interim CEO [25]