New Consumption Overview - Master Kong launched a premium product, "Chao Lu Beef Noodle," specifically for Sam's Club, featuring over 60g of ingredients including beef tripe, tendon, and shank, cooked for over 12 hours [4] - Team Wang Design collaborated with Pharrell Williams' Billionaire Boys Club to release a new series called "SPARKLES - Life is a Race," with an immersive pop-up space planned in Fabula Paris [4] - Vans introduced a high-end line called OTW by Vans, featuring modern interpretations of classic shoe models [4] Dairy and Beverage Innovations - Haihe Dairy launched "Tianjin Sesame Sauce Yogurt," made with over 80% fresh milk and featuring local sesame and peanut sauce [7] - Lotte Chilsung introduced an innovative "Crush All-Open Can" beer, which allows the entire lid to be opened [8] Corporate Developments - General Mills is considering selling its Haagen-Dazs stores in China due to sales challenges in the market [8] - Feihe Dairy and Lihigh Foods established a joint venture named "Heli (Inner Mongolia) Dairy Co., Ltd." with a registered capital of 25 million RMB [8] - Jiamei Packaging and Lemon Republic formed a new company, "Yingtan Jialing Beverage Co., Ltd.," to innovate and produce healthy drinks [11] Financial Updates - IF Coconut Water's parent company, IFBH, passed the Hong Kong Stock Exchange listing hearing, reporting revenues of $87.44 million and $158 million for 2023 and 2024, respectively, with net profits of $16.75 million and $33.32 million, both showing over 80% year-on-year growth [11] - Dôen, a California women's clothing brand, completed a Series A funding round led by Silas Capital to accelerate retail expansion and infrastructure development [11] Strategic Partnerships - Lao Xiang Ji and DingTalk signed a strategic cooperation agreement to develop smart restaurants utilizing AI technology [12] - Louis Vuitton became an official partner of Real Madrid, enhancing its influence in global sports culture [12] - Nike postponed the launch of its collaboration with Skims, a shapewear brand owned by Kim Kardashian [12] - Oakley announced a partnership with Meta to develop smart glasses aimed at athletes [12] - Novo Nordisk and Alibaba Health formed a strategic partnership to create a one-stop weight management knowledge and service platform [12]

这是新消费智库第 2 6 4 4 期文章 新消费导读 1. Pitaya 推出新的漩涡冰沙碗 2. 简爱推出酸奶冻冻乐 3. 勃肯发布 FLORIDA 春夏新品系列 4. 雀巢联名洪都大拇指 5. 网红蛋糕慕叁山成立一年开 800 店 6. 泡泡玛特首家臻藏店落地成都 7. 小罐茶进军快消饮品领域 8. 帷幄获得 6000 万美元融资 9. 时尚眼镜品牌 Bloobloom 获 300 万英镑融资 10. 茶星人完成近 5000 万天使轮融资 11. 快驴科技递交招股书 12. 炎亭渔夫 上新 散称芝士味爆浆鳕鱼肠 13. 中国美瞳品牌 LEMONADE 柠檬岛出海韩国 . . . . . . 一周新品 1. Pitaya 推出新的漩涡冰沙碗 冷冻水果公司 Pitaya 推出了一个新的生产线漩涡思慕雪碗，这些即食碗旨在复制冰沙店风格的零食，使用分层的有机超级水果，以单份冷冻 形式提供。 （ 食安时代 ） 2. 简爱推出酸奶冻冻乐 图片来源：腾讯公共图库 近日， 简爱推出新品：酸奶冻冻乐，有原味和芒果百香果味两种口味。新品采用无激素养殖牧场奶源，生牛乳含量 ≥ 80% ，其中芒果百香 果味酸奶冻冻乐添加有芒果百 ...

21世纪经济报道记者贺泓源、实习生谭伊亭 报道 酸奶市场还在收缩区间。 欧睿数据显示，2024年，酸奶市场规模同比下滑10.68%。 另一头，巨头们在这块市场保持着增长。伊利在2024年年报中提到，低温酸奶上市"畅轻"谷物爆珠酸 奶、"宫酪"缤纷凝酪酸奶系列新品， 带动低温酸奶业务显著增长， 低温酸奶市场份额较上年提升1.3个 百分点。 "安慕希"推动该公司常温酸奶市场份额较上年提升1.4个百分点。新乳业提到，在2024年，其 低温酸奶收入同比实现中高个位数增长。 而在低温酸奶市场，排名第一的是君乐宝旗下简醇。该公司披露数据显示，在0蔗糖酸奶领域和低温酸 奶领域，简醇系列产品市场占有率均为第一。 眼下，君乐宝想要保持住此种态势。 2025年5月29日，君乐宝发布简醇专利菌群系列新品。该公司称，这一产品延续"0蔗糖、低GI"特色，通 过10种活性乳酸菌发酵，形成菌群体系。背后支持是，技术投入下，君乐宝打破了国外菌种垄断。 但要看到，市场收缩下，酸奶市场价格战正在加剧。目前，市场的主流价格带已从五年前的8-10元降低 到5元左右。 对此，有头部电商平台负责人表示，酸奶市场两极分化正在明显加剧。表现是，低端产品不断 ...