硬折扣超市成为商超赛道的新趋势。 近期以来，盒马NB升级硬折扣超市"超盒算NB"，美团在杭州连开两家"快乐猴"，京东也开始 下场开店，硬折扣赛道陡然变得拥挤。其中，盒马和美团的"硬折扣"店铺的模式高度雷同， 人流量密集的选址、小而美的占地面积和少而精的选品。 而这也直面撞上了"硬折扣"巨头德国奥乐齐，"已经和奥乐齐产生明显的同质化的竞争。"浙江 大学管理学院市场营销学系教授王小毅在接受21世纪经济报道记者采访时表示，"零售的发展 趋势就是迎着消费者去走的。整体来说，消费者关注的还是性价比，所以从目前情况来看， 线下硬折扣是应对线上零售竞争的一个主要方式。" 价格便宜，是硬折扣超市最大的"王牌"，但核心依旧是商品。 如奥乐齐这般的硬折扣老玩 家，早已构建起覆盖日常所需的"有机"、"好生活"等15个自有品牌，实现高达90％自有品牌 产品的占比。相比之下，超盒算NB的自有品牌占比达到60%，快乐猴则更低， 这背后无疑是 供应链的比拼。 "大部分商品其实大家差别不大，但有些自营产品就是各家独有的，比如奥乐齐的一些特色沙 拉。那就可能会为了这道沙拉，这周的超市采购都在奥乐齐完成了。"上海消费者小林表 示，"不过，盒马的 ...

Core Viewpoint - Ferrero is pursuing an acquisition strategy to expand its presence in the breakfast cereal market by acquiring WK Kellogg for $23 per share, nearly double its pre-split market value, aiming to diversify beyond confectionery and strengthen its North American food business [4][5]. Group 1: Acquisition Details - Ferrero announced the acquisition of WK Kellogg, which includes a portfolio of iconic breakfast cereal products such as Frosted Flakes, Froot Loops, and Special K, along with six manufacturing plants and distribution networks in North America [4][5]. - The deal has been unanimously approved by WK Kellogg's board and is expected to close in the second half of 2025 [4]. Group 2: Market Context - The North American breakfast cereal market has seen a decline of approximately 17% since 2019, driven by changing consumer preferences towards healthier and more convenient breakfast options [8]. - WK Kellogg's financial performance has deteriorated, with Q1 FY2025 revenue at $663 million, down 6.22% year-over-year, and net profit at $18 million, down 45.45% year-over-year [9]. Group 3: Ferrero's Strategic Growth - Ferrero aims to leverage the acquisition to enhance its influence in various consumer scenarios and diversify its product offerings beyond confectionery [5][12]. - The acquisition will provide Ferrero with a 28% market share in the North American breakfast cereal segment, making it the second-largest player in this market [12].

Group 1 - The core issue involves a consumer reporting an unknown white circular object found in Ferrero chocolate, raising concerns about potential contamination [1][2] - Ferrero responded by stating that the issue is likely due to cocoa butter crystallization, which can occur with temperature fluctuations, and does not pose a food safety risk [2] - The company has conducted thorough checks of its inventory, raw materials, and production processes, finding no signs of spoilage or contamination [1][2] Group 2 - Ferrero is a major Italian chocolate and confectionery manufacturer, recognized as the second-largest chocolate producer globally, with popular products including Kinder chocolate and Nutella [2] - The company has previously faced issues related to salmonella contamination, leading to a global recall of certain products produced at its Arlon, Belgium factory [3] - The World Health Organization confirmed a link between a salmonella outbreak and products from Ferrero's Belgian factory, which were distributed to at least 113 countries, including China [3]