Core Insights - The integration of AI technology is crucial for building sustainable competitive advantages in brand establishment, as demonstrated by products like "gluten-free golden Oreo" and improved classic recipes of other snacks [1][2] - Mondelez International has made significant investments in digital transformation, committing over $1 billion in 2022 and aiming for 20% of revenue to come from digital channels by 2030 [2][3] Product Development - AI tools have enhanced research and development efficiency, reducing product launch cycles by 2 to 5 times compared to traditional methods, with 70 SKUs already utilizing AI for digital recipe planning [3][4] - The use of consumer feedback platforms allows for real-time data analysis, helping to identify consumer preferences and improve product offerings [3] Supply Chain Optimization - AI has improved supply chain accuracy and responsiveness, with predictive systems enhancing decision-making and operational efficiency [3][4] - The implementation of AI visual recognition systems has significantly reduced defect rates in production, achieving a 90% decrease in cookie defects [4] Marketing Transformation - Mondelez has developed a comprehensive content management system using AI to streamline marketing processes, from creative generation to optimization [5] - The collaboration with Accenture to create a generative AI tool has led to enhanced social media content production for brands like Oreo and Milka [4][5] Digital Infrastructure - The launch of an automated smart warehouse in Beijing marks a significant step in enhancing logistics efficiency and operational speed [7][8] - The integration of AI across various facilities demonstrates the company's commitment to deepening its digital capabilities [6][8] Internal AI Integration - Mondelez has established a three-tier risk identification and management mechanism to ensure AI applications align with corporate strategy and deliver measurable business value [9][10] - The company is focused on building an AI talent culture through various training and development initiatives, enhancing employee capabilities in AI [10][11] Overall Strategy - Mondelez's approach to AI is not just about technology adoption but also about embedding AI into the organizational structure and business processes to create tangible value [9][10] - The ongoing narrative of Mondelez's journey with AI reflects its commitment to consumer-centric innovation and operational excellence [13]

Core Viewpoint - The article discusses the business model of JinTian Animation, which combines popular cartoon characters with snacks, creating a unique market niche in the IP snack industry. The company has experienced significant growth but faces challenges due to over-reliance on single IPs and increasing competition from both domestic and international brands. Company Overview - JinTian Animation began exploring the "anime food" business in 2004, leveraging popular IPs like "Blue Cat" to attract consumers [2] - The company has developed over 150 SKUs of Ultraman-themed snacks, which have contributed significantly to its revenue, accounting for 50-60% of total income from 2022 to 2024 [4][5] - As of 2025, the company holds 26 licensed IPs, including popular characters from both domestic and international sources, indicating a broad appeal to young consumers [7] Financial Performance - JinTian Animation's revenue has shown consistent growth, with figures of 596 million, 664 million, and 877 million RMB from 2022 to 2024, reflecting a year-on-year growth rate of 32.08% in 2024 [9] - The company's net profit increased from 36.71 million RMB in 2022 to 130.09 million RMB in 2024, with growth rates of 105% and 72% in the last two years [9] - However, in the first half of 2025, revenue growth slowed to 9.82%, with net profit increasing by only 13.45% [10] Market Position - JinTian Animation claims to be the leader in the IP snack market, holding a 7.6% market share in the niche segment, while ranking fourth in the broader IP food market with a 2.5% share [8] - The company has a competitive edge due to its agility and ability to quickly launch new products, unlike larger firms that may take longer to develop new collaborations [15] Challenges and Risks - The company faces risks associated with over-dependence on single IPs, as seen with a 17% decline in Ultraman snack revenue in the first half of 2025 [5] - The IP snack market is competitive, with major players like PepsiCo and Mars also leveraging popular IPs, which could impact JinTian Animation's market share [13] Strategic Insights - The company's strategy of integrating IP into its core business model has proven effective, allowing it to command higher profit margins compared to traditional snack companies [11] - JinTian Animation's founder, Cai Jianchun, maintains 100% control over the company, reflecting a strong personal vision for its growth and direction [12] Industry Trends - The snack market is evolving, with increasing consumer demand for fun and engaging products, particularly among younger demographics [13][16] - The rise of "childhood economy" suggests a potential for sustained demand for IP-based snacks, although demographic trends may pose future challenges [16]