Core Insights - The 10th China Special Food Conference highlighted the scientific achievements of Mead Johnson's children's nutrition brand, Xueyouli, particularly its positive impact on children's bone health through its formula containing colostrum alkaline protein and folic acid [1][2] - The research emphasizes the importance of scientific evidence in validating product efficacy and addressing parents' rational needs in children's nutrition [1][2] - Mead Johnson's commitment to scientific research and innovation is underscored by its 120-year history and its dual strategy focusing on both infant and children's adult nutrition [2][3] Group 1 - The study presented at the conference indicates that the combination of colostrum alkaline protein and folic acid in milk powder can activate the GH-IGF-1 axis, supporting linear bone growth and bone mass accumulation in children [2] - The findings suggest that the enhanced nutritional formula not only promotes height growth but also reduces the risk of obesity during puberty and potential long-term metabolic disorders [2] - Mead Johnson's senior vice president emphasized the brand's ability to adapt to consumer needs and its focus on breast milk as the gold standard for research, driving formula innovation through scientific evidence [2][3] Group 2 - The release of this research expands Mead Johnson's scientific evidence into the children's nutrition sector, marking a breakthrough in its dual strategy for infant and children's adult nutrition [3] - Mead Johnson has a decade-long research history in the field of milk fat globule membrane (MFGM) and holds 158 patents, establishing itself as a leader in this area [3] - The two major scientific validations this year further solidify Mead Johnson's industry-leading position and demonstrate its comprehensive and continuous approach to lifecycle nutrition [3]

Core Insights - Mead Johnson Nutrition (China) Co., Ltd. has launched a new brand attitude "Breakthrough, Just for Further Progress" for its Blue Zhen brand, emphasizing a commitment to high standards [1] - The brand has partnered with well-known artist and spokesperson Gao Yuanyuan to convey the value proposition of pursuing "high standards" [1] Company Summary - Mead Johnson is focusing on redefining its brand image through the new campaign aimed at enhancing consumer perception of quality [1] - The collaboration with a prominent figure in the entertainment industry is intended to strengthen brand recognition and appeal [1]

Core Insights - FrieslandCampina's Chinese professional nutrition business has achieved double-digit growth for four consecutive years and expects to continue this trend in 2024, with a focus on stable growth rather than aggressive expansion strategies [1][3][4] - The company has successfully launched high-end products, such as the organic Royal FrieslandCampina series, which has exceeded sales expectations, indicating strong consumer demand for premium offerings [3][9] - The adult nutrition segment is approached cautiously, with the company prioritizing market penetration and consumer elasticity before entering this category [1][6] Group 1: Business Performance - FrieslandCampina's first-quarter performance significantly exceeded expectations, reinforcing confidence in achieving double-digit growth for the full year [3][4] - The Royal FrieslandCampina Stage 3 product sold over 10 million cans last year, making it the top-selling SKU in the domestic infant formula market [3][4] - The company is increasing its investment in understanding Chinese consumer needs and accelerating new product launches [3][4] Group 2: Market Trends - The infant formula market saw a decline of 5.9% last year, but the first quarter of this year showed a reduced decline of only 0.8%, indicating signs of recovery [7] - High-end products are driving growth in both infant and adult nutrition segments, with increased competition in the premium category [4][6] - Other brands, such as Danone and Nestlé, are also reporting growth in their infant nutrition segments, reflecting a broader market recovery [5][6] Group 3: Strategic Focus - FrieslandCampina aims to avoid aggressive pricing strategies and instead focus on channel management and maintaining product freshness [7][8] - The company is building a robust distribution network covering 30 provinces and over 30,000 small and medium-sized stores [7] - There is a strategic emphasis on adult nutrition products, particularly targeting mothers, with plans to leverage existing retail relationships to expand this segment [9][10]