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新消费快讯|阿迪达斯开售宠物服装挖掘它经济;Mush扩展隔夜燕麦产品线
新消费智库· 2025-06-11 12:46
New Consumption Overview - Fujian Liangkouzi Food Co., Ltd. launched beef pies using a 72-layer Chinese pastry technique and Canadian wheat flour with Anchor butter [3] - Jelly Brown partnered with Lai Yi Hu to introduce three new yogurt fruit and vegetable drinks [3] - Stone Island opened a flagship store in Hangzhou, enhancing its presence in the Chinese market [3] - Luckin Coffee introduced a new vegetable tea product in collaboration with SpongeBob SquarePants [6] - Gu Ming launched a new coconut latte, offering 10,000 free vouchers for consumers [6] Investment and Financing - Aifenda submitted its registration as a high-tech enterprise focused on HVAC home products [7] - Junhe Alliance Bio completed several rounds of financing totaling over 600 million yuan [7] - Tantu Technology secured hundreds of millions in Series B financing to enhance core component development [7] - Dolce & Gabbana received 150 million euros in new debt financing for expansion in beauty and real estate [9] - L'Oréal is reportedly interested in acquiring the UK skincare brand Medik8 for 1 billion euros [9] Major Companies - Adidas launched its first pet clothing line, tapping into the pet economy [10] - RIMOWA collaborated with Vitra to release a limited edition series for 2025 [11] - Three Squirrels established a new food company with a registered capital of 5 million yuan [11] - Mush expanded its overnight oats product line, introducing protein-rich options [14] - Giant Biotech plans to establish a Southeast regional headquarters in Xiamen [14]
白象陷入“多半”危机:方便面市场竞争白热化丨消费参考
Group 1: Company Overview - White Elephant is facing a market crisis due to consumer confusion over its "Duoban" product line, which has led to a rapid rise in online discussions and scrutiny [1] - The company has stated that the "Duoban" products are larger versions of their existing offerings, and they plan to adjust the packaging to prevent further misunderstandings [1] Group 2: Market Competition - The instant noodle market is experiencing intensified competition, with major player Kang Shifu reporting a revenue decline of 1.3% in 2024, totaling 28.414 billion yuan [2] - Factors contributing to the stagnation of the instant noodle market include the rise of food delivery services, urbanization slowdown, and increased health awareness among consumers [2] - White Elephant is struggling with significant price discrepancies between online and offline sales channels, leading to poor performance in offline markets [3][4] Group 3: Strategic Response - In response to market pressures, White Elephant is focusing on maintaining competitive pricing to capture market share, which has resulted in some distributors selling at a loss [3][4] - The registration of the "Duoban" trademark is seen as a strategy to protect marketing interests in a highly competitive environment [4]