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4家消费公司拿到新钱;奥乐齐中国门店数将达100家;西贝贾国龙“认错”|创投大视野
36氪未来消费· 2025-12-27 11:04
Investment Opportunities - FenYinTa Technology has completed nearly 100 million RMB in Series A financing, focusing on AI applications in elder care and health [3] - Obita has raised nearly 30 million USD in Pre-A financing, developing a blockchain-based payment network for enterprises [4] - YiSu Innovation has secured 100 million RMB in Pre-A financing, specializing in desktop laser processing equipment [5] - Kepler Project has completed 45 million RMB in angel financing, aiming to launch its RV products in the North American market by Q3 2026 [6] Market Expansion - Aldi plans to increase its store count in China to 100 by Q1 2026, with a focus on the East China market and a significant number of new openings in 2025 [8] - Grupo Bimbo has seen significant growth in its e-commerce and O2O channels in China, with a total investment of 72 million USD from 2023 to 2024 [13] Consumer Trends - A report by McKinsey indicates a cautious consumer sentiment in China, with a projected consumption growth rate of 2.3% for 2025, similar to the previous year's 2.4% [14] - Urban affluent elderly consumers have seen a 20% decline in confidence due to asset depreciation, while younger consumers in third-tier cities remain optimistic despite economic challenges [14] Product Innovations - MoLi NaiBai's Christmas strawberry series sold over 360,000 cups on its first day, leveraging social media and limited edition products to engage young consumers [11] - QiMengDao has opened its first flagship store, focusing on immersive experiences and exclusive products to attract fans [12] Brand Responses - BaWang Tea Ji has addressed consumer concerns regarding caffeine content in its products, emphasizing the balance of active ingredients in tea [9] - XiBei's founder has publicly acknowledged mistakes related to the pre-prepared food controversy, implementing price reductions to regain customer trust [10]
700多款商品常年降价 这家平价超市明年加速在长三角“开疆拓土”
Sou Hu Cai Jing· 2025-12-24 21:26
东方网12月24日报道:在理性消费成为主流的当下,主打"没有套路的天天低价"的连锁超市正迎来新的发展机遇。近日,全球连锁精选平价超市 奥乐齐在上海透露,2025年其累计已有超700款产品实现长期降价,最高降幅达45%。在持续让利消费者的同时,该品牌也宣布了2026年的雄心勃 勃的扩张计划:将继续加密上海门店布局,并加速挺进江苏南京、镇江、扬州等地。 此外,今年还全新推出了主打优质食材的"美食家系列"、践行健康饮食的"好生活系列"和高质价比的"有机系列"三大自有品牌。 一个值得上海市民期待的消息是,奥乐齐即将与上海滩初代"网红"面包房的指定供应商达成合作,将严选经典配方,还原正宗口感,让藏在市民 味觉记忆里的老味道重回身边。 "真降价":超600款商品不过十元,主打一个"一篮子省钱" "没有复杂的满减,就是直接便宜。"这已成为许多奥乐齐消费者的共识。据奥乐齐方面介绍,品牌在2025年持续践行其"天天低价"的承诺,全年 共有超700款产品实现长期降价,更有超过600款商品的价格被控制在9.9元及以下。 "好品质":选水果看"糖度",还将联手老牌网红面包房供应商 在持续降价的同时,奥乐齐也在品质上做"加法",力图打 ...