Core Viewpoint - The article discusses the decline of Häagen-Dazs in the Chinese market, highlighting its struggles against cheaper ice cream brands and changing consumer preferences, leading to a significant reduction in store numbers and sales [1][3][19]. Group 1: Company Performance - Häagen-Dazs' net sales in China for the third quarter of fiscal year 2025 were reported at $138 million, reflecting a year-on-year decline of approximately 3.2% [3]. - The number of Häagen-Dazs stores in mainland China has halved from 557 in 2019 to only 263 currently, indicating a severe contraction in its physical presence [4]. - The CEO of General Mills acknowledged a double-digit percentage decline in store traffic for Häagen-Dazs in China [3]. Group 2: Market Dynamics - The rise of affordable ice cream brands has shifted consumer preferences, with many opting for lower-priced options, making it difficult for Häagen-Dazs to attract customers [6][29]. - Häagen-Dazs was once perceived as a luxury brand, but its image has deteriorated as consumers now view it as overpriced and outdated [22][29]. - The competitive landscape has intensified, with local brands like Zhong Xue Gao and others introducing innovative and cost-effective products that challenge Häagen-Dazs' market position [22][28]. Group 3: Consumer Sentiment - Consumers have become more price-sensitive, with many expressing disbelief at Häagen-Dazs' high prices compared to similar products available at much lower costs [21][30]. - The nostalgia associated with Häagen-Dazs has not translated into sustained consumer loyalty, as younger generations prioritize value and health in their purchasing decisions [19][30]. - The perception of Häagen-Dazs as a "high-end" product has been undermined by its recent controversies, including the use of inferior ingredients, further alienating its customer base [22][29].

"上个周末平均一天赚了800多"。7月11日，饿了么杭州骑手小丽（化名）向记者谈到这个周 末，充满期待。 在7月的第二个周六，外卖、即时零售战火重燃。 美团延续攻势，推出古茗鲜活柠檬水、沪上阿姨茉莉花茶等到店"0元购"兑换券；淘宝闪购加 码发放188元大券包，叠加满38减18.8元等时段折扣，部分茶饮低至1元；京东则以"16.18元品 质小龙虾"为爆点，每晚10万份限时抢购。 以美团为例，记者获悉，随着7月接连迎来订单峰值，美团平台的骑手在7月周末，日收入增长 111%，日单量增长33%，超40万众包骑手日收入超500元。此外，6月期间，全国众包高频骑 手月收入达9793元。 据平台数据，美团订单量破1.2亿单，淘宝闪购日活用户超2亿。本轮补贴战美团、淘宝补贴力 度较首轮有所回调，但美团依旧率先公布订单量。 《科创板日报》记者从美团方面获悉，截至7月12日23点36分，美团即时零售订单量再创新 高，达1.5亿。 与其他外卖平台重点补贴茶饮等高频消费类目不同，沉寂一段时间的京东则在强化对正餐、小 龙虾等餐食品类的补贴。 《科创板日报》记者调查发现，与第一周相比，本周六平台在消费端的补贴力度明显下降，市 场正从" ...