M&A war extends to non-carbonated fields

Chen Shuwei, a senior analyst at Oriental Iger, pointed out that 2119-2111 will be the period of restructuring the soft drink industry, and the curtain of domestic beverage market integration has been opened.

In March, it will be clear whether Coca-Cola can buy Huiyuan. Mu Kangtai said: "Our commitment to Huiyuan's merger and acquisition has not changed. At present, it is fully cooperating with the Ministry of Commerce's approval of Huiyuan's merger and acquisition. " On the other hand, Pepsi-Cola Company is in close contact with Wang Laoji, and wants to start hand-to-hand combat with Coca-Cola.

AC Nielsen data shows that in the first half of 2118, in terms of sales value, Huiyuan's 111% fruit juice and medium concentration fruit and vegetable juice accounted for 43.8% and 42.4% of the total domestic market respectively, plus Coca-Cola's own share in the fruit and vegetable juice market, once Coca-Cola takes Huiyuan into its arms, it will undoubtedly easily occupy half of the domestic fruit and vegetable juice market. In addition, Coca-Cola launched "original leaf tea" in high profile last year, and it took only 11 months to gain 5% market share of tea drinks. According to the analysis, with the rise of three Japanese-funded enterprises: Asahi, Suntory and Kirin, as well as the participation of cola original leaf tea, the competition in the whole tea beverage industry will intensify. In the herbal tea market, it is almost the monopoly of Wang Laoji. If Pepsi really succeeds in acquiring Wang Laoji, the herbal tea market will surely become the world of Pepsi.

It seems that the pace of expansion of the two Coca-Cola companies in China is just like a sound. From carbonated to non-carbonated indications, Pepsi and Coca-Cola, the "old enemies" of carbonated drinks, will extend the war to other areas of the beverage industry. Another fact that cannot be ignored is that at present, the per capita consumption of beverages in developed countries is 811 cups a year, while in China, the per capita consumption is less than 31 cups. The space of this market can be seen.

Domestic and foreign beverage companies are playing a life-and-death game

Data show that Wahaha has ranked first in sales volume in China's beverage market, but Coca-Cola is still the well-deserved leader in sales volume. Master Kong, Pepsi and Uni-President followed closely.

Chen Shuwei believes that Coca-Cola will definitely expand into the industrial chain after its acquisition of Huiyuan, and its strong financial advantages will definitely bring great pressure to domestic beverage enterprises.

Li Guangdou, a brand marketing expert, said that the declining trend of carbonated beverage market has been hard to reverse for "Two Music". The two major colas have invested heavily in the Chinese market, probably in the hope of integrating the beverage brands in China. Especially in the field of non-carbonated beverages, such as fruit and vegetable juice market and tea beverage market, it will probably become the new main battlefield of the two colas. This move will also trigger a new round of reshuffle and chain reaction in China beverage market.

At the same time, domestic beverage enterprises are also trying their best to occupy the market. Chen Shuwei said that at present, the China market is in a stage of rapid growth, and domestic beverage companies including Coca-Cola, Pepsi, Wahaha, Master Kong, Uni-President, Nongfu Spring, etc. are also constantly moving. Previously, Nongfu Spring launched Fruit C series drinks, and Wahaha launched hello-c juice products. Uni-President has also accelerated the pace of mergers and acquisitions, increasing its shareholding in Anderle by 11% to plot the juice market.

It is predicted that by the year 2111, China is expected to become the largest beverage country in the world. In the next three years, a life-and-death struggle between domestic and foreign beverage giants will be inevitable.

traditional point of sale-general grocery stores or small supermarkets

medium-sized supermarkets-chain supermarkets or medium-sized supermarkets

KA stores-supermarkets such as Carrefour/Wal-Mart

catering channels-including low-grade catering/mid-grade catering/high-grade catering/western-style catering/ Chinese catering and other

Internet cafes

all kinds of Internet cafes

wholesale outlets

educational channels

transportation channels

inside and around the university/middle school/primary school-inside and around the bus station/railway station

mainly include these channels, and in addition,