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农夫山泉新年杀入电解质饮料赛道,要与外星人、东鹏补水啦等贴身肉搏?
3 6 Ke· 2026-02-27 00:17
今天,小食代从业内获悉,农夫山泉"低调"上线了一款电解质饮料新品,与其旗下运动饮料尖叫不同,农夫山泉此次希望用"低糖低负担"、"解渴又解 乏"等卖点,切入到日常补水市场。 这不仅是农夫山泉产品矩阵的再次扩容,更是对电解质饮料潜力的看好。尽管疫情后电解质饮料热度有所减退,但消费者健康意识的提升仍在持续驱动市 场发展。今天,快消品线下监测网络"马上赢"提供给小食代的数据显示,2025年中国电解质饮料品类销售额同比增长32.7%。 不过在此之前,该赛道早已群雄环伺,不仅有深耕市场多年的宝矿力水特、脉动,更有元气森林旗下外星人、东鹏饮料旗下补水啦等品牌。那么,农夫山 泉此次欲如何突围? 下面,我们一起看看。 细分机会 本土最大的饮料公司农夫山泉正试图在电解质饮料赛道"收割"市场。 "经过多年的市场教育,电解质饮料逐渐完成了从运动补给到日常补水的认知迁移,消费场景正趋向多元化、日常化,除了中高强度专业运动后补充电解 质的需求外,户外游玩、旅游、学习、工作等场景的饮用需求也在提升,催生了不少细分机会点。"今天一位在广东代理多家饮料品牌的经销商对小食代 表示,这些机会点,可以为入局品牌提供借力方向,以抢占市场份额。以农夫山 ...
聚关键资源/抢健康食品增长先机,2026 EBC轻食大会定档4.17-18,杭州见!
Zhong Guo Shi Pin Wang· 2026-02-26 02:08
2026年EBC轻食大会正式定档2026年4月17-18日,杭州国际博览中心!!! 随着《健康中国2030》、体重管理年等国家政策的引导与支持,食品行业不断向着营养健康的方向发展,2026年EBC轻食大会以"Easy(便捷)""Balanced(均 衡)""Clean(洁净)"为核心理念,致力于通过"热点论坛+创新展览+体验互动+ENERGY AWARDS食品健康配方奖"形成4大核心引擎,打造中国健康食品产业创新 与增长生态圈。 营养师论坛集结完毕! 餐饮/运动营养/硬折扣私域电商等5大论坛出炉 EBC轻食大会作为专业级行业盛会,历年来受到了中国食品工业协会、国家疾控中心、中国食品发酵工业研究院、中粮、淘宝闪购、京东超市、天图资本、 元气森林、王老吉等机构与品牌的关注与参与。2026年更是受到华餐会、唯秉健康、丛子星球、食极星、维拉多、灵橄健康、ffit8等机构与品牌的支持,受 到了《中国消费者》杂志、新华网、零售圈、新经销、营养素制造网、食品展会网、安全食报、展讯网、展大人等媒体机构的关注。 2026届轻食大会的论坛板块,汇聚了超40+产品经理、营养学家、消费洞察专家、餐饮品牌,围绕"营养师/餐饮/运动营养 ...
10年来首次销量零增长,可口可乐乐不出来了?
Sou Hu Cai Jing· 2026-02-25 13:36
据可口可乐最新披露财报,2025全年,公司营收479.41亿美元,增长2%;净利润131.37亿美元,增长 23%。这份看似亮眼的成绩单背后,藏着百年巨头难以言说的尴尬:净利润同比暴涨23%,营收仅微增 2%,全球单箱销量近十年首次归零,亚太市场营业利润暴跌36%,单季营收五年来首次未达华尔街预期。 靠涨价撑起的利润体面,终究掩盖不住销量失速的真相,曾经无往不利的"快乐水",正遭遇前所未有的增 长困局,其背后折射的,更是全球消费趋势与行业格局的深刻变革。 可口可乐2025年的财报,最突出的矛盾的是"利润高增"与"销量停滞"的割裂。全年479.41亿美元营收、 131.37亿美元净利润的背后,是"以价补量"的被动妥协——公司全年整体提价约4%,第三季度提价幅度高 达6%,而全球单箱销量却纹丝不动。这意味着,可口可乐维系百年的"量价齐升"双轮驱动模式彻底失效, 如今只能依靠涨价勉强维持盈利体面,这种增长模式如同"饮鸩止渴",短期可美化报表,长期却会持续透 支品牌价值与用户信任。 区域市场的表现更显惨淡。中亚、北非等新兴市场的微弱增长,被美、墨、泰等成熟市场的下滑彻底抵 消,而作为核心增长引擎的亚太地区,尤其是中国 ...
年味拉满!中国品牌刷屏泰国街头
Guo Ji Jin Rong Bao· 2026-02-25 11:43
普吉清迈的春节:有中国游客,更有中国品牌 "史上最长春节假期"刚刚结束,泰国登顶中国出境游目的地榜首,这里不仅免签、气候宜人,更是"年 味"十足。 泰北小城清迈的除夕夜,大红灯笼沿街挂起,晚风里传来邓丽君《甜蜜蜜》的吉他弹唱;商场内,泰国 工作人员穿着红色中式旗袍,向游客介绍春节特色活动;锣鼓一响,年味瞬间沸腾——金龙腾跃穿梭, 醒狮欢腾起舞,在烟花爆竹声中,春节已不只是华人的团圆时刻,更是整座城市共同庆祝的节日。 文旅与经贸协同发展,泰国不仅受游客青睐,也是中国品牌出海的重要目的地。 近十天的假期里,《国际金融报》记者在普吉和清迈两座城市看到不少熟悉身影:长城欧拉、比亚迪、 哪吒汽车、深蓝汽车行驶在泰国街道;蜜雪冰城、奈雪的茶、海底捞、泡泡玛特、名创优品等品牌门店 入驻综合商场;超市饮料柜上出现了农夫山泉东方树叶、元气森林气泡水和王老吉凉茶等国内畅销单 品。 在这里,中国品牌出海并非"喊口号"或"仅华人消费",而是打通渠道链路后深度融入街头巷尾,真实受 到当地居民和游客的喜爱。 新茶饮门店紧贴星巴克 2月的泰国,中午气温已攀升至30度以上,炎热的气候、友好的人力成本和供应链基础,为新茶饮扩张 提供天然土壤。 ...
法国酸奶品牌优诺中国易主完成,IDG资本18亿接盘
Guan Cha Zhe Wang· 2026-02-25 11:02
随着公告发布,意味着IDG资本已获得优诺中国业务的运营权,也标志着优诺中国八年三易主的故事翻 开新篇章。 再次易主 2019年,天图投资从通用磨坊手中,以近3亿元收购优诺中国,成为其首个全球品牌中国业务控股型并 购项目。 彼时,天图押注中国乳制品消费升级,将优诺定位"中高端酸奶标杆",通过战略调整、渠道扩张和管理 赋能,将其从亏损边缘拉回盈利轨道。 数据显示,2023年,优诺中国营收为4.54亿元,净利润839万元,次年,公司营收跃升至8.1亿元,净利 润达9545万元,较2023年分别增长78%和1038%。 然而,天图却选择在业绩巅峰期退出。 天图投资解释称,首要因素是履行基金退出义务。 (作者|周琦 编辑|张广凯) 法国贵族酸奶正式完成易主。 2月24日,天图投资公告,已向昆山诺源睿源出售所持有的优诺中国全部股权,IDG资本作为买方的投 资者将获得优诺中国的运营控制权。 该交易总对价约为18亿元人民币(约合2.59亿美元),其中天图投资及其联属方获得总对价约为15.7亿 元人民币(约合2.26亿美元)。 一方面,是现制酸奶放低身价。 2025年年底,Blueglass断崖式降价。原价49元的"小蛮腰"系 ...
站上新起点,拼抢“开门红”!开局之年首都民企奋楫争先
奇安信技术团队正在 进行研究工作。记者 王海欣摄 2025年2月17日,习近平总书记在民营企业座谈会上强调,新时代新征程民营经济发展前景广阔、大有 可为,广大民营企业和民营企业家大显身手正当其时。 过去一年来,首都民营企业家牢记殷殷嘱托,奋力创新突破,民企活力持续释放。2026年是"十五五"开 局之年,站在新起点,企业家们正以拼搏姿态,奋楫争先,全力拼抢开局之年"开门红"。 批量"造星" 担当强国建设主力军 从实实在在的资金支持,到加速推进的政策"破冰",再到带着温度的贴心服务,过去一年,支持民营经 济发展的环境优化,让企业家"看得见、摸得着"。 尤其在"耐心资本"的引导上,力度空前。去年底国家创投引导基金启动,规模1000亿元,存续期20年, 创历史之最。"民营科技企业融资的春天到来了!"在齐向东看来,这样做的目的非常明确,就是要为早 期科技企业提供长期资金支持,匹配"硬科技"领域的长周期研发和成长需求。 作为我国商业航天产业发展的主阵地,北京还持续破除政策壁垒助力产业发展。银河航天政企合作总经 理邢一春对此颇有感触。作为新兴产业,商业航天领域此前鲜有民企直接开展整颗卫星的出口业务。而 随着产业发展步伐加快 ...
开局之年 首都民企奋楫争先
"卫星批量生产能力和商业开拓能力都实现快速提升。"让徐鸣同样振奋的是,去年依托自主建设的国内 首个低轨宽带通信试验星座"小蜘蛛网",企业还成功完成多项国内乃至全球首次卫星互联网应用技术验 证,实现卫星互联网"走出去"。 聚焦大国重器级别的技术创新,民企正在积极担当航天强国建设主力军。银河航天去年还成功研制出全 球首款大规模卷轴全柔性太阳翼,让太阳翼能像画卷一样卷起来。 进行研究工作。本报记者 王海欣摄 本报记者 孙杰 2025年2月17日,习近平总书记在民营企业座谈会上强调,新时代新征程民营经济发展前景广阔、大有 可为,广大民营企业和民营企业家大显身手正当其时。 过去一年来,首都民营企业家牢记殷殷嘱托,奋力创新突破,民企活力持续释放。2026年是"十五五"开 局之年,站在新起点,企业家们正以拼搏姿态,奋楫争先,全力拼抢开局之年"开门红"。 批量"造星" 担当强国建设主力军 "去年一年的卫星发射量,等于过去几年的总和!" 作为首都民营企业家代表之一,银河航天(北京) 网络技术有限公司创始人、董事长兼CEO徐鸣在现场参加了座谈会。一年来,总书记的讲话鼓舞着他, 也大大增强了企业的发展信心。 银河航天是北京一家卫星 ...
耍游戏赢奖品 租车券等你来领丨马上迎新春
Xin Lang Cai Jing· 2026-02-15 16:55
Group 1 - The core activity is a large-scale online interactive game launched by Cover News, offering users the chance to win cash red envelopes and various prizes as part of the Spring Festival celebrations [2] - Users can earn rewards by completing tasks in the game, with the highest cash reward being 99 yuan, alongside other amounts like 88 yuan, 66 yuan, and 52 yuan, as well as numerous smaller red envelopes [2] - The "Cover Spring Market" features nearly a thousand types of gifts, including food, scenic tickets, and cultural products, which can be exchanged for coins earned in the game [2] Group 2 - Zuzuche, a leading global self-driving travel platform in China, operates in nearly 6,000 cities and over 200,000 stores, providing international and domestic car rentals, scenic tickets, free GPS, 24/7 global customer service, and insurance [4] - Zuzuche partners with well-known international car rental companies such as Alamo, Avis, Budget, Hertz, Dollar, Thrifty, Europcar, and Sixt, as well as regional and Chinese car rental services to create a comprehensive service network for outbound travel [4] - Domestically, Zuzuche collaborates with over 7,000 major car rental platforms and quality suppliers in various cities to enhance the self-driving travel experience for Chinese tourists [4] Group 3 - The Spring Market offers a variety of gifts, including Zuzuche's no-threshold discount coupons, beverages, wines, and unique items like Tesla stainless steel straws and book blind boxes [5] - The event runs until February 23, allowing users to participate through the Cover News app and WeChat, with app users having more opportunities to engage daily [5] - Users can also redeem participation chances using points, with each redemption costing 99 points, allowing for additional engagement in the event [5]
可口可乐涨价变味后,突然卖不动了?
虎嗅APP· 2026-02-15 13:04
Core Viewpoint - Coca-Cola has reported its first zero growth in global single-serve sales in a decade, indicating a significant decline in sales performance, particularly in the Asia-Pacific region, where operating profit dropped by 5% year-on-year and 36% in Q4 [4][6]. Group 1: Sales Performance - In 2025, Coca-Cola's global single-serve sales remained flat, marking a decade of zero growth, with revenue of $47.941 billion and a net profit of $13.137 billion, reflecting a 2% and 23% increase respectively [6]. - The decline in sales is attributed to stagnation in key markets such as the U.S., Mexico, and Thailand, which offset growth in Central Asia, North Africa, and Brazil [6][8]. - The Asia-Pacific region, including China, saw a revenue drop to $1.139 billion, down 7% year-on-year, with operating profit falling by 36% [6][9]. Group 2: Market Challenges - Coca-Cola faces increasing competition from local brands like Eastroc Super Drink, Nongfu Spring, and Genki Forest, which have shown strong market performance [10]. - The company's price hikes have led to consumer dissatisfaction, with many reporting changes in taste and quality, contributing to a decline in brand reputation [12][14]. - The shift in consumer preferences and the company's failure to adapt to these changes have resulted in reduced impulse purchases [12][15]. Group 3: Pricing Strategy - Coca-Cola has implemented multiple price increases, with product prices rising by 4% in 2025, despite stagnant sales [14]. - In various regions, prices for products have increased by 7% to 25%, with the price of a 500ml bottle rising from 3 yuan to 3.5 yuan [14]. - Experts suggest that relying solely on price increases is unsustainable, and the company must focus on volume to share costs, or risk falling into a cycle of declining sales [15]. Group 4: Leadership Changes - Coca-Cola's current COO, Brian Smith, is set to replace CEO James Quincey on March 31, 2026, raising questions about the company's future direction in the Chinese market [15][17].
可口可乐10年来首次销量“零增长”!涨价变味后,突然卖不动了?
Xin Lang Cai Jing· 2026-02-15 09:30
Core Viewpoint - Coca-Cola is facing significant challenges with stagnant sales and declining profits, particularly in the Asia-Pacific region, indicating a shift in consumer preferences and market dynamics [2][3][4]. Financial Performance - In 2025, Coca-Cola reported a revenue of $47.941 billion, a 2% increase, and a net profit of $13.137 billion, a 23% increase, despite global single-serve sales being flat for the first time in a decade [3][16]. - The Asia-Pacific region, including China, saw a revenue of $1.139 billion in Q4 2025, down 7% year-over-year, with operating profit dropping 36% [4][19]. Market Dynamics - The stagnation in sales is attributed to declines in key markets such as the U.S., Mexico, and Thailand, which offset growth in regions like Central Asia and North Africa [3][16]. - Local competitors like Eastroc Super Drink, Nongfu Spring, and Yuanqi Forest are gaining market share, with Eastroc projecting a revenue increase of 31% to 33% for 2025 [20]. Consumer Sentiment - There is a growing consumer backlash regarding the taste of Coca-Cola, with many complaints about changes in flavor and sweetness due to cost-cutting measures [8][21]. - The company's strategy of frequent price increases has not resonated well with consumers, leading to reduced purchase impulses [10][23]. Strategic Challenges - Coca-Cola's reliance on price increases rather than volume growth is becoming unsustainable, as consumers are increasingly resistant to higher prices [11][23]. - The company is facing a critical transition with a change in leadership, as current CEO James Quincey will be succeeded by COO Brian Smith in March 2026, raising questions about future strategies in the Chinese market [11][25].