芭乐油柑茉莉茶
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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]
宝兰黄金完成融资;茶芭乐油柑茉莉茶上新;Nike高层大调整
Sou Hu Cai Jing· 2025-12-05 09:00
Investment Dynamics - Baolan Gold has completed over 100 million RMB in Series A financing, led by Challenger Capital, with participation from Kering Group and Shunwei Capital [3] - The funds will be used to deepen brand value, expand channel layout, upgrade supply chain resilience, and empower core talent, further consolidating its advantage in the high-end gold jewelry sector [3] Acquisition Dynamics - JD.com has acquired 85.2% of Ceconomy, a leading European consumer electronics retailer, for approximately 2.2 billion euros (about 181 billion RMB) [6] - This acquisition allows JD.com to access Ceconomy's established offline store network and local supply chain, aiming to transform stores into instant retail warehouses and reduce delivery times from 2-3 days to hours [6] - This deal marks the largest acquisition by a Chinese e-commerce company in Europe, enhancing JD.com's overseas business growth [6] - Canadian plant-based snack company Trubar has been acquired by Turkish food company ETİ Gıda for approximately 201 million CAD (about 10 billion RMB) [8] - The acquisition is expected to be completed by Q1 2026, with Trubar's shares delisting from the Toronto Stock Exchange [8] - The deal may open a window for mergers among local startups in the Canadian plant snack market [8] Brand Dynamics - COS, a brand under H&M Group, will reopen its flagship store in Beijing's Sanlitun on December 24, with plans for additional stores in Dalian, Jinan, and Wuhan by early 2026 [9] - The flagship store's design integrates contemporary minimalist aesthetics with Beijing's cultural heritage, reflecting the brand's alignment with local culture [9] - COS aims to strengthen its presence in first-tier and new first-tier cities in China [9] - Let Tea has launched its "Guava Oil Kumquat Jasmine Tea" across all channels, expanding its no-sugar fruit tea category [16] - The new product features a health-focused formula with zero sugar and calories, combining guava and kumquat flavors for a unique taste [16] - This launch is expected to enhance Let Tea's position as a leader in the no-sugar fruit tea segment and drive industry upgrades [16] - French fashion brand Etam has announced its complete withdrawal from the Chinese market, closing its online stores on platforms like Tmall and Xiaohongshu [17] - This marks the end of Etam's operations in China after over 30 years in the market [17] Personnel Dynamics - Nike has announced significant executive changes, including the elimination of the Chief Commercial Officer position and the departure of the Chief Technology Officer [21] - A new Chief Operating Officer has been appointed, with expanded responsibilities including leadership of the technology department [21] - These changes are part of Nike's strategy to drive growth and performance [21] - Valentino has appointed Davide Tosi as Chief Merchandising Officer to lead global product planning and pricing strategies [24] - Tosi's experience with brands like Gucci and Prada is expected to help Valentino address revenue declines [24] - Former public relations head of Shui Jing Fang, Hong Zonghua, has joined PepsiCo as Vice President of Corporate Affairs for the Asia-Pacific region [27] - Hong's extensive background in public relations and government relations in foreign consumer companies is seen as a valuable asset for PepsiCo [27] - Fendi has appointed Francesca Leoni as the new Global Chief Communications Officer, succeeding Cristiana Monfardini [30] - Leoni brings over 25 years of experience in the luxury goods sector, aiming to enhance Fendi's brand strategy and public relations efforts [30]
一周新消费NO.330|孙颖莎成为 OPPO 全球合作伙伴;郑钦文成为霸王茶姬首位全球品牌代言人
新消费智库· 2025-10-12 13:04
New Product Launches - Luckin Coffee collaborates with "Tom and Jerry" to launch "Milk Skin Latte," inspired by traditional Inner Mongolian dairy products, featuring a rich milk flavor and a pudding-like texture [6][4] - Heytea introduces "Sauce-flavored White Tofu Crushed Silver," combining Yunnan sweet soy sauce with butter for a unique taste experience [6][4] - Qiaqia partners with Dairy Dragon to launch "Growth Nuts," featuring cartoon packaging and added lutein and probiotics [6][4] - Yanjinpuzi collaborates with Nongshim to create "Spicy Kimchi Chips," utilizing a non-fried baking process and optimized for reduced fat, salt, and sugar [7][4] - Dongpeng Special Drink teams up with Wrigley's to launch a sugar-free gum flavored like Dongpeng Special Drink [6][4] - Let Tea launches "Guava Oil Kumquat Jasmine Tea," a new product emphasizing health with no sugar and added probiotics [11][8] - Yuanqi Forest releases a new 1.8L iced tea, priced around 8 yuan, expanding its product sizes [11][8] Industry Events - Sun Yingsha becomes a global partner for OPPO, unveiling the special edition "Chasing Light Red" for the Find X9 series [15][13] - General Mills announces the closure of factories and a restructuring plan costing approximately $82 million, aimed at enhancing supply chain competitiveness [16][12] - Pang Donglai reports sales of 681 million yuan over the National Day holiday, with the Times Square store leading at 188 million yuan [16][12] - UNDEFEATED SPORT launches a themed event in Anaya, promoting its fall/winter collection through interactive sports challenges [16][12] - RIMOWA introduces a new seasonal limited edition in ballet pink, enhancing its Essential series [19][17] - LG Life Health appoints a new CEO, Lee Sun-joo, who has extensive experience in the beauty industry [20][18] - Mengniu Dairy continues its stock buyback strategy, repurchasing shares on multiple occasions in October [20][18] - Zheng Qinwen becomes the first global brand ambassador for Bawang Tea [20][18] - Three Squirrels receives approval for its H-share listing, aiming to issue up to 81.5 million shares [23][21] Investment and Acquisitions - M Stand acquires RAC BAR, marking its entry into multi-brand development [25][24] - Mixue Ice Cream invests 285.6 million yuan in Fulu Beer, gaining a 51% stake to enter the fresh beer market [25][24] - Zhou Dasheng acquires German high-end audio brand MBL, preserving jobs and production facilities [25][24] - Froneri, the parent company of Häagen-Dazs in the U.S., secures 36 billion yuan in new funding to strengthen its asset holding [25][24] - Pernod Ricard invests over 50 million yuan in a Canadian distillery, reaffirming its commitment to the region [28][26] - Jianming Industrial acquires enzyme producer HJ Youtel, enhancing its capabilities in various sectors [30][29] Food Industry Developments - Central Park Coffee Co. announces the opening of a Friends-themed café in New York, offering immersive experiences for fans [31][30] - Meituan's Happy Monkey brand opens its first northern store in Yanjiao, Hebei [33][32] - Asahi Foods launches a new nursing food brand, focusing on enjoyable eating experiences for the elderly [33][32] - a2 Milk becomes the first official milk partner of the Australian Open [33][32] - Wangwang introduces "Wangzai Vegetable and Fruit Milk," made with 100% imported milk and various fruit and vegetable juices [35][34] - JD.com kicks off its 11.11 fresh food sales event, offering significant discounts [35][34] - Xiangpiaopiao announces Sun Yingsha as its brand ambassador, promoting its health-focused product line [35][34] - Baili Foods plans to list on the Beijing Stock Exchange, aiming to issue up to 54 million shares [38][36] - Vitasoy is launching new flavors to adapt to emerging tea drink trends and competitive pricing [38][36] - Shuanghui's premium light food brand Jian Song releases new products, emphasizing health and nutrition [38][36]