Food and beverage industry

The new consumption of catering in China presents four new trends.

(1) New sensory experience, the taste changes of China population in recent ten years, such as snail powder, Q-rail fire with bubbling water and little gas, and various compound blending systems. Consumers' tastes have changed, and people are willing to reflect fresh tastes.

(2) Healthy Xinping Street. Zero sugar, zero calories and zero street have become industry standards, and drinking and eating are basically completely integrated. Many people have had a special drink of Happy Tea during the Dragon Boat Festival, which is called "Take a bite of Zongzi". Healthy weight loss has become a major subdivision of the track. People are often healthier in the balance between health and taste.

(3) Promote a new ceremony. Whether it is the appearance of simple and convenient prefabricated dishes or the elaborate cooking methods of famous staple foods, it shows that consumers in this era pay more attention to taste and convenience.

(4) New culture confidence. This era is an era of new cultural self-confidence. For everyone, the hottest track for food and drink this year is Wang Xinghong's ice cream and ice cream cake. Old spleen enterprises embrace the taste of China, Coca-Cola tastes like ginger, and New Country Lake brings online celebrity brands.

Food and beverage industry-products are the lifeline.

There are two main modes of catering: ① single product ② platform. The platform model is based on the single product model, so the food and beverage industry is the lifeline in any model. Starting with products, we can often analyze a company's core competitiveness in essence, know the company's imagination space from business analysis, and finally verify our aforementioned research from financial analysis. What does a good product look like? High consumption frequency, high customer stickiness, high industry concentration and its own barriers. The company's products determine the company's scale and efficiency, which is finally reflected in the stock price.

Opportunities and challenges coexist in the catering industry.

(1) The key to "demand" is how to create "high frequency" and "just need", which is also the secret of catering growth. Only when products truly meet the needs of the public can they better occupy the market. For example, tens of billions of items like Anmuxi, and the foundation of Coca-Cola is evergreen.

(2) How do traditional "track" enterprises and recent online celebrities break through the channel bottleneck and integrate online and offline respectively? For example, three squirrels find offline play ~ create a squirrel shop offline. Traditional enterprises on the same track and the red line of the new network, online and offline integration, have completely developed their own new methods.

(3) The key of "supply chain" lies in how to shape the new supply chain capability facing the future, and finally realize large-scale, efficient and flexible production. Yili, for example, will focus most of its investment and financing on industrial chain renewal and improve its own industrial chain.

The new consumption of catering in China presents four new trends.

(1) brand-new sensory experience. In recent ten years, the taste of our population has changed, and snail powder, bubbling water with little gas, Q-rail fire and compound blending have emerged one after another. Consumers' tastes have changed, and people are willing to reflect fresh tastes.

(2) A new balance of health. Zero sugar, zero calories and zero fat have become industry standards, and drinking and eating are basically completely integrated. Many people have had a special drink of Happy Tea during the Dragon Boat Festival, which is called "Take a bite of Zongzi". Healthy weight loss has become a major subdivision of the track. People are often healthier in the balance between health and taste.

(3) Promote a new ceremony. Whether it is the appearance of simple and convenient prefabricated dishes or the elaborate cooking methods of many staple foods, it shows that consumers in this era pay more attention to taste and convenience.

(4) New culture confidence. This era is an era of new cultural self-confidence. For everyone, the hottest track for food and drink this year is the network celebrity ice cream, ice cream cake and so on. Established companies embrace the taste of China, Coca-Cola tastes like ginger, and the new national tide brings online celebrity brands.