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哈根达斯中国业务,要被卖了?丨消费参考
Core Viewpoint - General Mills is considering selling its Haagen-Dazs ice cream business in China due to declining store traffic and market challenges [1][2][3] Group 1: Company Performance - Haagen-Dazs has experienced a double-digit decline in store traffic in China, as stated by General Mills CEO Jeff Harmening [1] - The average transaction price for Haagen-Dazs stores in China is 58.36 yuan, while competitors like Mixue Ice Cream offer products at significantly lower prices, such as 2 yuan for basic ice cream [2] - The overall ice cream market in China is contracting, with major players like Yili and Mengniu reporting significant revenue declines in their cold drink segments [3] Group 2: Market Context - The competitive landscape in the ice cream market is shifting towards more affordable options, impacting the high-end positioning of Haagen-Dazs [2] - The potential sale of Haagen-Dazs could lead to a more localized operational strategy, similar to the successful transformation seen at McDonald's China after local investment [3]