辣白菜薯片
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一周新消费NO.330|孙颖莎成为 OPPO 全球合作伙伴;郑钦文成为霸王茶姬首位全球品牌代言人
新消费智库· 2025-10-12 13:04
New Product Launches - Luckin Coffee collaborates with "Tom and Jerry" to launch "Milk Skin Latte," inspired by traditional Inner Mongolian dairy products, featuring a rich milk flavor and a pudding-like texture [6][4] - Heytea introduces "Sauce-flavored White Tofu Crushed Silver," combining Yunnan sweet soy sauce with butter for a unique taste experience [6][4] - Qiaqia partners with Dairy Dragon to launch "Growth Nuts," featuring cartoon packaging and added lutein and probiotics [6][4] - Yanjinpuzi collaborates with Nongshim to create "Spicy Kimchi Chips," utilizing a non-fried baking process and optimized for reduced fat, salt, and sugar [7][4] - Dongpeng Special Drink teams up with Wrigley's to launch a sugar-free gum flavored like Dongpeng Special Drink [6][4] - Let Tea launches "Guava Oil Kumquat Jasmine Tea," a new product emphasizing health with no sugar and added probiotics [11][8] - Yuanqi Forest releases a new 1.8L iced tea, priced around 8 yuan, expanding its product sizes [11][8] Industry Events - Sun Yingsha becomes a global partner for OPPO, unveiling the special edition "Chasing Light Red" for the Find X9 series [15][13] - General Mills announces the closure of factories and a restructuring plan costing approximately $82 million, aimed at enhancing supply chain competitiveness [16][12] - Pang Donglai reports sales of 681 million yuan over the National Day holiday, with the Times Square store leading at 188 million yuan [16][12] - UNDEFEATED SPORT launches a themed event in Anaya, promoting its fall/winter collection through interactive sports challenges [16][12] - RIMOWA introduces a new seasonal limited edition in ballet pink, enhancing its Essential series [19][17] - LG Life Health appoints a new CEO, Lee Sun-joo, who has extensive experience in the beauty industry [20][18] - Mengniu Dairy continues its stock buyback strategy, repurchasing shares on multiple occasions in October [20][18] - Zheng Qinwen becomes the first global brand ambassador for Bawang Tea [20][18] - Three Squirrels receives approval for its H-share listing, aiming to issue up to 81.5 million shares [23][21] Investment and Acquisitions - M Stand acquires RAC BAR, marking its entry into multi-brand development [25][24] - Mixue Ice Cream invests 285.6 million yuan in Fulu Beer, gaining a 51% stake to enter the fresh beer market [25][24] - Zhou Dasheng acquires German high-end audio brand MBL, preserving jobs and production facilities [25][24] - Froneri, the parent company of Häagen-Dazs in the U.S., secures 36 billion yuan in new funding to strengthen its asset holding [25][24] - Pernod Ricard invests over 50 million yuan in a Canadian distillery, reaffirming its commitment to the region [28][26] - Jianming Industrial acquires enzyme producer HJ Youtel, enhancing its capabilities in various sectors [30][29] Food Industry Developments - Central Park Coffee Co. announces the opening of a Friends-themed café in New York, offering immersive experiences for fans [31][30] - Meituan's Happy Monkey brand opens its first northern store in Yanjiao, Hebei [33][32] - Asahi Foods launches a new nursing food brand, focusing on enjoyable eating experiences for the elderly [33][32] - a2 Milk becomes the first official milk partner of the Australian Open [33][32] - Wangwang introduces "Wangzai Vegetable and Fruit Milk," made with 100% imported milk and various fruit and vegetable juices [35][34] - JD.com kicks off its 11.11 fresh food sales event, offering significant discounts [35][34] - Xiangpiaopiao announces Sun Yingsha as its brand ambassador, promoting its health-focused product line [35][34] - Baili Foods plans to list on the Beijing Stock Exchange, aiming to issue up to 54 million shares [38][36] - Vitasoy is launching new flavors to adapt to emerging tea drink trends and competitive pricing [38][36] - Shuanghui's premium light food brand Jian Song releases new products, emphasizing health and nutrition [38][36]
京东双11开启;传疯狂小杨哥将复播;东鹏饮料递表港交所
Sou Hu Cai Jing· 2025-10-09 16:43
Group 1: E-commerce Events - JD.com will officially launch its Double 11 shopping festival tonight at 8 PM, featuring significant discounts and a new "surprise day" format with eight themed days to enhance consumer engagement [1] - Taobao Live is set to distribute 3 billion yuan in deposit red envelopes for the Double 11 event, allowing users to claim over 2000 yuan daily [6] Group 2: Consumer Trends - Hema reported a 150% year-on-year increase in sales of hairy crabs during the National Day holiday, indicating a strong demand for high-quality products across various regions [3] - The trend of high-quality food consumption is evident, with significant sales growth in traditional seafood areas, reflecting a shift from festive gifts to everyday dining [3] Group 3: Corporate Developments - Monster Charging has rejected a high-priced privatization offer from Hillhouse Capital, opting to proceed with its existing privatization plan with a consortium led by CITIC Capital [5] - Dongpeng Beverage has submitted a listing application to the Hong Kong Stock Exchange, marking its second attempt after a previous application in April 2025 [13] Group 4: Market Insights - WeChat's report highlighted that Chongqing led the nation in both consumption amount and transaction volume during the recent holiday, surpassing major cities like Beijing and Shanghai [7] - Haidilao reported an average daily consumption of over 35 tons of fresh beef during the holiday period, with a customer influx of over 1.8 million [17]
盐津铺子欲借联名补短板
Bei Jing Shang Bao· 2025-10-09 11:43
盐津铺子创建于2005年,目前主要聚焦辣卤零食、烘焙薯类、深海零食、蛋类零食、果干坚果以及蒟蒻果冻布丁等品类,在主品牌"盐津铺子"外,公司已形 成魔芋素毛肚品牌"大魔王"、鹌鹑蛋品牌"蛋皇"、深海零食品牌"31°鲜"、休闲烘焙品牌"憨豆爸爸"、蒟蒻果冻品牌"蒟蒻满分"、薯类零食品牌"薯惑"等子品 牌。 继与六必居、三养食品、周黑鸭、妙可蓝多等风味品牌成功联名后,盐津铺子再度打出"联名牌"。10月8日,盐津铺子宣布与韩国食品巨头农心联名推出辣 白菜薯片。农心旗下拥有辣白菜拉面、辛拉面等经典产品,是不少消费者心目中韩式风味的代表,本次联名合作由农心将其对辣白菜发酵风味的研究成果融 入薯片调味,盐津铺子则以精湛的焙烤工艺将辣白菜风味融入薯片。业内人士认为,盐津铺子选择将烘焙薯类作为联名合作的载体,是希望借助联名的品牌 影响力与风味优势,为这一品类注入新活力,进一步补齐品类短板。 就与农心联名等相关问题,北京商报记者向盐津铺子方面发去采访函,但截至发稿未收到回复。 近期发布的半年报显示,2025年上半年,盐津铺子实现营收29.41亿元,同比增长19.58%;归母净利润3.73亿元,同比增长16.7%。从品类表现来看, ...
盐津铺子×农心联名推出辣白菜薯片
Bei Jing Shang Bao· 2025-10-08 13:00
北京商报讯(记者 郭秀娟 王悦彤) 10月8日,盐津铺子宣布与韩国食品巨头农心联名推出辣白菜薯 片,产品主打非油炸焙烤工艺,配方上实现0反式脂肪酸,不添加植脂末,进行减油、减盐、减糖的优 化,并通过4道辊压成型和5段温控烘烤,精准控制水分蒸发与美拉德反应,让辣白菜的风味均匀附着薯 片。值得注意的是,这是盐津铺子继与六必居、三养、周黑鸭、妙可蓝多等风味品牌成功联名后的再度 联名。 ...