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零食行业或迎巨变!亿滋想要吞下好时

duiyuhaoshilaishuo,ruguocicijiaoyidacheng,nengkuaisukuodaqiyewubantuyufenxiaowangluo,congerhuodexindezengzhangjihui。

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界面新闻记者 | 李烨

界面新闻编辑 | 牙韩翔

yichangguanyuqiaokelide“tianmi”binggouhuoxuzhengzaiqiaoqiaojinxingzhong。

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muqianshuangfangjieweiduicixiaoxizuochuguanfangzhengshiyuhuiying,yizizhongguofangmianduiciyeweiyouhuiying。

通货膨胀与成本上涨的背景下,食品已连续多年涨价,包装食品公司的增长也陷入瓶颈,但这也成为一个收并购的合适时机。玛氏收纳家乐氏,就是要丰富自己的咸味零食产品线,实现“十年收益翻一番”。

haoshidezhuyingyewushiqiaokelileichanpin,gaigongsisanjiducaibaoxianshi,jiezhi2024nian9yue29risangejidu,haoshishixianzongyingshou83.15yimeiyuan,tongbijianshao2.27%。gudongyingzhanlirun14.25yimeiyuan,tongbijianshao5.82%。yincihaoshiyixiadiaolequannianxiaoshouzengzhangheshouyizengzhangyuqi,yuanyinwei“kekejiagechuyulishigaowei,xiaofeihuanjingchongmantiaozhan”。

fenyewubankuailaikan,wulunshizaibeimeishichanghaishiguojishichang,haoshiyejidouzaihuapo。haoshizhuyaobaokuo“beimeitangguo”、“beimeixianweilingshi”yu“guojishichang”sanbankuai,qiansanjidu,sanzhedexiaoshouefenbiexiahua2%、3.5%yu3.3%,shouruyefenbiexiajiang10.7%、2%yu35.8%。

图片来源:界面图库

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yizhongguoshichangweili,ouruiguojishujuxianshi,2019nian-2023nian,haoshiheyizizaizhongguoqiaokelishichangdefeneshuangshuangchixuxiajiang,2023nianfenbiepaimingdiliuhediqi。

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未经正式授权严禁转载本文,侵权必究。

好时

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零食行业或迎巨变!亿滋想要吞下好时

duiyuhaoshilaishuo,ruguocicijiaoyidacheng,nengkuaisukuodaqiyewubantuyufenxiaowangluo,congerhuodexindezengzhangjihui。

图片来源:界面图库

界面新闻记者 | 李烨

界面新闻编辑 | 牙韩翔

yichangguanyuqiaokelide“tianmi”binggouhuoxuzhengzaiqiaoqiaojinxingzhong。

jinri,jumeitibaodao,zhiqingrenshitouluchenglingshijutouyiziguojizhengkaolvshougouquanqiuqiaokelilongtougongsihaoshi,muqianxiangguandexieshangrengchuyuzaoqijieduan,rengjiucunzaibuquedingxing。ruojiaoyidacheng,jiangcuchengyijiazongxiaoshouejin500yimeiyuandeshipinjutou,yijichaoguo8yueshimashishougoujialeshi(kellanova)de360yimeiyuan,chengweibaozhuangshipinshishangzuidashougou。

muqianshuangfangjieweiduicixiaoxizuochuguanfangzhengshiyuhuiying,yizizhongguofangmianduiciyeweiyouhuiying。

通货膨胀与成本上涨的背景下,食品已连续多年涨价,包装食品公司的增长也陷入瓶颈,但这也成为一个收并购的合适时机。玛氏收纳家乐氏,就是要丰富自己的咸味零食产品线,实现“十年收益翻一番”。

haoshidezhuyingyewushiqiaokelileichanpin,gaigongsisanjiducaibaoxianshi,jiezhi2024nian9yue29risangejidu,haoshishixianzongyingshou83.15yimeiyuan,tongbijianshao2.27%。gudongyingzhanlirun14.25yimeiyuan,tongbijianshao5.82%。yincihaoshiyixiadiaolequannianxiaoshouzengzhangheshouyizengzhangyuqi,yuanyinwei“kekejiagechuyulishigaowei,xiaofeihuanjingchongmantiaozhan”。

fenyewubankuailaikan,wulunshizaibeimeishichanghaishiguojishichang,haoshiyejidouzaihuapo。haoshizhuyaobaokuo“beimeitangguo”、“beimeixianweilingshi”yu“guojishichang”sanbankuai,qiansanjidu,sanzhedexiaoshouefenbiexiahua2%、3.5%yu3.3%,shouruyefenbiexiajiang10.7%、2%yu35.8%。

图片来源:界面图库

lazhangshijianxiankanquanniandehua,haoshizaiguoquduichanpinzhangjiayebingweidailailianghaodecaiwubiaoxian。qijingxiaoshouezai2023niantongbizengzhangleyue7.2%,dancaibaozhongbiaoshi,zheizhuyaoshiyuanzichanpinzhangjiayuhuobihuilvdeyoulibianhua,shijixiaoshouqingkuangbeihou,dabenyingbeimeishichangxiaofeizhexuqiuxiajiang,yincichanpinxiaoliangyejiangle1.3%。

duiyuhaoshilaishuo,ruguocicijiaoyidacheng,nengkuaisukuodaqiyewubantuyufenxiaowangluo,congerhuodexindezengzhangjihui。

yizhongguoshichangweili,ouruiguojishujuxianshi,2019nian-2023nian,haoshiheyizizaizhongguoqiaokelishichangdefeneshuangshuangchixuxiajiang,2023nianfenbiepaimingdiliuhediqi。

haoshizhongguoshichangyejirengmeiyouhaozhuanjixiang,zuixindeniandubaogaozhong,gaigongsibiaoshitamenxianzaidezhuyaoguojishichangshiyindu、baxi、moxige、malaixiyayujianada,buzaidanduchuxianzhongguodeshenying。

yiziyezhengzaizhongguoxunzhaojinyibukuozhangdejihui。

gaigongsijinnian9yueshijiangzhongguohongbeishipinzhizaoshangenxicunnaruhuixia,ciwaihaizhengchangshishentoujingengduocanyinlingyu。gengguanjiandeshi,yizizhongguomuqianzaizhongguoyouzhelianghaodefenxiaojichu,tongshihaizaikuodazishenwangluo,mubiaoshijihuadao2025nian,zaizaizhongguozengjia50wanjiafenxiaomendian。

zhishaocongzheiyidianlaikan,jiezhuyizizhongguodequdaojihui,haoshiganggangdiaozhenghaodeyunyingcelve,huoxunengkuaimajiabiandiqidong。erruoerzhelianheqilai,genjuouruizixundeshuju,shichangfenejianghejidadaoyue4.1%,chengweijinciyumashi、feilieluoyuquechaodedisidajituan。

shijishang,zaiquanqiufanweinei,haoshijinxienianyeyijingzuochuleyixilieshoubinggoudongzuo,jixiwangyukuaisukuozhang,baokuo2021nianshishougoumeiguojiaoyanjuanpinpaidot's pretzels、ditangtangguopinpailily’s,yiji2023nianshiyoushougoumeiguobaomihuapinpaiweaver popcorndeliangjiagongchang,zheixiedouzhizaiyufengfuchanpinxianjikuozhangchanneng。

raner,congguojishichanglaikan,beimeiyiwaidexiaofeizhezai2023nianweihaoshigongxiandejingxiaoshouezhanbiwei12.7%,jinguangaishuzixiangjiao2022niande12.5%youxieweizengzhang,danbingweihuidao2021nianshidechengdu。zongtishanglaishuo,wulunshifoudachengzheicijiaoyi,haoshidouxuzaijinkuaiziwodiaozhengyujielidiaozhengjianzuochuxuanze。

未经正式授权严禁转载本文,侵权必究。