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一周新消费NO.338|旺旺莎娃推出辣椒酒;奈雪10周年高圆圆成品牌代言人
新消费智库· 2025-12-07 13:03
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]