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Want Want – market leader faces challenge moving upmarket

Sales from lower-tier and rural markets will continue to underpin growth for China’s largest snack-food maker Want Want, but the company is facing challenges from heightened competition in the premium market.

20 November 2014

Lay’s – dominating the crisp market

Lay’s crisp market dominance is set to continue, driven by the support of owner PepsiCo’s well-developed supply, production and distribution networks.

20 November 2014

Mondelez – cookie monster faces growing headwinds

Although Mondelez – the international snack-food division of the company formerly known as Kraft Foods – remains the leading cookie maker in China by sales, momentum is slowing as the market matures and competition intensifies.

20 November 2014

Snack foods – consolidation on the menu

China’s snack-food market is set to experience further consolidation over the next few years, rewarding players that respond quickly to changing consumer tastes.

20 November 2014

Nestlé – facing downward pressure on Hsu Fu Chi

The 2011 acquisition of Hsu Fu Chi helped Nestlé establish a presence in China’s snack market, but sales of the brand are slowing due to changing tastes and competition from healthier, higher-end confectionery.

18 November 2014

Surveys point to structural decline for KFC in China

Although company management remains confident of a sales recovery for KFC in China, our quarterly consumer surveys have shown a more structural decline in popularity in recent years, casting doubts on the brand’s ability to fully rebuild sales.

10 November 2014

Accor – looking beyond Ibis in China

Despite attempts to focus on the growing mid-range market, fierce competition and challenging budget hotel market dynamics continue to weigh on the French hotel group’s China performance.

06 November 2014

China Lodging – moving upscale

Rapid expansion and the introduction of more upmarket hotels have driven strong revenue growth, but the continued expansion of online travel agencies and a growing reliance on franchising could weigh on future performance.

06 November 2014

Jinjiang – group looks to mid-range market

Steady growth and continued rapid expansion are underpinning solid performance for Jinjiang’s flagship economy hotel chain, but the group is looking to upmarket expansion as its key future revenue driver.

06 November 2014

Home Inns – franchise-led growth has drawbacks

Franchise-led expansion has boosted margins for market-leader Home Inns in recent quarters despite soft market conditions, but this model creates weaker quality control and has seen it cede market share to rivals moving faster upmarket.

06 November 2014

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