A Financial Times Service
China Confidential - Premium Investment Insight

Home / Consumer

Consumer

Yashili – sales suffer on competition, strategy shift

Yashili’s revenue has fallen on increased competition in its core lower-tier markets from both international and domestic players, while its strategic shift away to its e-commerce channel is taking time to gain traction.

25 September 2014

Beingmate – looking to overcome recent struggles

Beingmate saw sales, margins and popularity decline YoY in 1H14, but a shift in strategy and market dynamics should drive a rebound moving into 2015.

25 September 2014

Danone – despite dip, prospects remain good

While last year’s Fonterra recall damaged both sales and margins, a rebound in popularity and improved product mix bode well for the French dairy company’s China operations.

25 September 2014

Mead Johnson – slower growth ahead

China’s largest infant milk formula producer by revenue remains strong, but is facing significant challenges in remaining number one given strengthening competition from multinational rivals, sluggish development of its online channels and regulatory headwinds.

25 September 2014

Infant milk formula – foreign brands strengthen grip

Multinational brands continue to dominate China’s infant milk formula market and rapid online channel expansion is likely to support further growth for these companies. However, industry consolidation and supportive government policies could boost larger domestic formula-makers in the medium term.

25 September 2014

2Q14 Consumer Brands Survey

Each quarter, China Confidential surveys around 2,000 Chinese urban, middle-class consumers in more than 100 cities nationwide on their brand preference and spending behaviour across a range of products.

22 September 2014

Huishan Dairy – aggressive regional player catching larger rivals

Huishan Dairy has grown rapidly, supported by heavy advertising and quality control advantages, and we expect growth to remain strong, though investment plans and competition may weigh on margins in the short term.

11 September 2014

Yili – facing growing high-end competition

Leading dairy producer Yili faces growing competition from domestic and international rivals, particularly in the premium segment, as illustrated by falling popularity in our survey. However, improving product mix and rising margins offer reasons for optimism.

11 September 2014

China Modern Dairy – rapid growth on demand for higher quality

China’s largest dairy farm operator by herd size has benefitted from recent supply disruptions to grow rapidly on advantages in terms of technology and scale.

11 September 2014

Mengniu – strategic overhaul starts to pay off

Chinese dairy firm Mengniu is beginning to reap the rewards of an acquisition-led strategic overhaul in 2013. 

11 September 2014
COOKIE POLICY

We use cookies to ensure that we give you the best experience on our website. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website. However, if you would like to, you can change your cookie settings at any time. Find out more about our cookie policy.