Written by Hu Jiebin.
Produced by One View Business.
Edited by Wooden Fish.
Money never sleeps, and there is still no shortage of bright spots in the consumption track in November.
According to the statistics of One View Business, a total of 26 financings occurred in the consumer sector in November, with a total financing amount of 114200 million yuan.
Compared with October, the number of financings increased by 9, an increase of 52 month-on-month94%, a decrease of 8 cases compared with the same period last year, a year-on-year decrease of 2352%。The amount of financing increased by 89 compared to October1.9 billion yuan, an increase of 356% month-on-month and an increase of 86% compared with the same period last year7.5 billion yuan, a year-on-year increase of 316%.
From the perspective of financing rounds, the financing rounds in October were mainly early rounds, of which the number of angel rounds was up to 7, accounting for 269%
The amount of financing ranked second in the year.
From the perspective of the financing amount, the financing amount in November was 1134.5 billion yuan, which is the second highest month in 2023, and the first place is in May, the cross-border clothing brand Shien received a total of 2 billion US dollars equivalent to 13.4 billion yuan from Sequoia Capital China and other investment institutions in the G round of financing in May, and the financing amount in May was also raised to 139$1.9 billion.
It is worth noting that this month, due to the transfer of Gujia Furniture shares, the same amount of financing this month has been significantly **, and the equity financing contributed by the transfer of Gujia Furniture shares has reached 1029.9 billion yuan, accounting for 90% of the financing amount in November78%。
According to the announcement of Gujia Home, its controlling shareholder Gujia Group and its concerted action person TB Home Limited and the actual controllers Gu Jiangsheng, Gu Yuhua and Wang Huoxian signed a strategic cooperation and share transfer agreement with Ningbo Infore Ruihe Investment Management *** referred to as Infore Ruihe) on the same day: Infore Ruihe transferred Gujia Home Furnishing held by Gujia Group and TB Home Limited about 2400,000,000,000 shares (29..)42% equity), the total transfer price is 1029.9 billion yuan, with a transfer price of 42 per share58 yuan.
The financing of Gujia Home Furnishing is mainly engaged in the research, development, production and sales of living room and bedroom home furnishing products.
In addition, there were two financing events with a financing amount of 100 million yuan in November.
Guoquan is a brand second only to Gujia Home Furnishing in terms of financing amount in November, and due to its IPO, it has gained a cumulative 41.1 billion Hong Kong dollars, equivalent to 3 yuanRMB 7.5 billion financing.
Guoquan is a hot pot barbecue ingredients business, and it is also the first supermarket convenience store chain system in China that focuses on hot pot and barbecue ingredients, covering leisure snacks, fresh food, clean vegetables, food, snacks and other commodities. At present, the pot ring adopts the B2B and B2C operation mode of Internet + ingredients, and the offline stores are parallel to the online **.
The coffee track can be called the hottest financing track this year, and Nong Coffee became the brand with the largest financing amount in the coffee track in November. According to Nong Coffee Coffee***, on November 20, Lane Coffee received a coffee from 1200 million yuan A round of financing, led by Nut Venture Capital, followed by Zhuge **. The person in charge of the investment promotion division of Langka Coffee said that the investment will be used to vigorously lay joint stores, subsidize the first model store in the city, and increase the density of stores by increasing marketing efforts, and quickly increase the brand voice and potential energy.
In the catering track, the Chinese burger brand Tustin once again won 1. from Sequoia China200 million yuan of equity financing. According to public information, Tustin was founded by 3 post-80s generations, and the founder is called Wei Youchun. In 2012, they registered Sting Catering Management in Fuzhou, Fujian Province***, according to the narrow door dining eye, Tustin has 6,396 stores.
Chinese-style burgers are once again attracting gold.
In November, the investment track once again set off a Chinese-style burger craze. In November, there were 11 F&B financings, including 3 for Chinese burger brands. They are Kenweiting Chinese Burger, Weilian Gubao, and Tustin. Among them, the raised capital invested in Ken Weiting and Weilian Gubao respectively, and Tustin, known as the first brand of Chinese burgers, once again harvested 1. from Sequoia China this month200 million yuan of equity financing.
In fact, the popularity of Chinese burgers has continued, with six financing events related to Chinese burgers this year alone.
In recent years, the Chinese-style burgers represented by Tustin have attracted many consumers in the context of weak domestic consumption, relying on relatively low ** and strong binding with the national trend.
In terms of expansion strategy, the early Chinese burgers targeted the community and.
Third- and fourth-tier cities have taken the initiative to avoid expensive rents in core business districts and first-class road sections, avoiding direct competition with traditional Western-style burgers such as McDonald's and KFC. Tustin alone added 1,816 stores in the second half of last year.
Zhang Xuefeng, a financial commentator, once said that China's catering industry is gradually developing in the direction of quality, innovation and health, and consumers' demand for health and quality is also getting higher and higher. Chinese burgers meet these needs, not only with the characteristics of Chinese food culture, but also in line with the health concept of modern people.
The snack track enters the second half.
In November, another new financing occurred in the snack track, and the mass-selling snack brand Zero House completed an angel round of financing of 75 million yuan. It is reported that this round of financing will be used to accelerate brand development, help subsidies and investment expansion.
The financing of the new brand has successfully announced that another player in the mass snack track has been boosted, and for today's snack track, the competition in the snack track has entered a new stage.
On November 10, it was reported that the two major brands of domestic mass sales snacks, "Snacks are Busy" and "Zhao Yiming Snacks", officially announced a strategic merger.
Yan Zhou, the founder of Snack Busy, will continue to serve as the CEO of Snack Busy, Zhao Ding will continue to serve as the CEO of Zhao Yiming Snacks, and Yan Zhou will also serve as the chairman of the group company.
The total number of stores will exceed 6,500 after the merger of snacks and Zhao Yiming snacks, exceeding the 3,700 stores previously announced by Wanchen Biotechnology, and it has become the company with the most stores of mass snack chain brands.
At present, many brands in mass selling snacks have announced mergers or acquisitions, and the snack track has entered a period of industry consolidation. According to statistics, since the beginning of this year, there have been 9 incidents related to integration in the mass snack track. In August, Ai Snacks controlled Dinosaurs and Teddy, in September, Ai Snacks announced the acquisition of Hu Weihong Snacks, in October, the parent company Wanchen Group announced the acquisition of his wife, in October, Ai Snacks announced the acquisition of Snack Bubbles, and Hunan Snack Brand Snack Cabin announced the integration of Guangdong Snack Brand Snacks.
Some people in the industry pointed out that in the process of development of any industry, it will go through multiple periods, and with the expansion of the industry scale to a certain point, or the competition reaches a certain degree of fierceness, mergers and acquisitions will become the next stage of the wind.
Nowadays, the mass snack track has entered a period of integration, and the future will be more difficult for new players or players who have just joined.
Vertical development of the coffee track.
As the hottest consumption track in China, the coffee track has had a total of 24 financings as of November, with a cumulative amount of 173.1 billion yuan. In November, there were 5 coffee brand financing incidents, with a cumulative amount of up to 2300 million yuan, on the whole, the financing in November began to develop towards verticalization, and the development of subdivision tracks is very obvious, such as the definition of tea is defined as a blind box coffee brand, Rong Xiaoqiao coffee is the main fruit coffee, and luxury coffee cephei is the main functional coffee.
Behind the brand segmentation of the coffee track is actually the result of the continuous hot competition in the coffee track in recent years. While the head chain coffee brands are expanding vigorously, many coffee brands have fallen under the superposition of various factors such as the first war, new product iteration, and homogeneous competition.
According to the data of Narrow Door Restaurant, there were 77,083 new coffee stores opened in the past year, and the net increase in the past year was 42,450, in other words, 34,633 coffee shops have collapsed in the past year.
In the face of such a fierce competitive environment, it will be difficult for coffee brands without characteristics to attract capital to join.
In addition to the above trends, some brand financing events are also worth watching.
First of all, in terms of catering and beverages. Since the beginning of this year, the concept of health preservation has become more and more popular among consumers. In November, the health food brand Slow Candy Home received millions of yuan in angel round financing in favor of capital, the ready-made yogurt brand Mo Yogurt received a financing from the angel round, and the hangover drink developer Suxing Technology received tens of millions of yuan in the pre-A round of financing.
Secondly, as a crucial ** chain enterprise in the catering industry, there were also financing events this month. As a B-end food chain company, the food chain has received a Pre-A round of financing, and Yiqiyang, as a meat sheep business, has also received 30 million yuan of investment from investment institutions such as the inherent assets of Yueda Science and Technology Industrial Park this month.
Finally, the pet industry also received financing for two brands this month. The pet service brand Xunhe Technology has received tens of millions of yuan in financing, and the pet products brand has received 1 million yuan in strategic financing from Longling Capital.
Attached: Financing situation in the consumer sector in November.
Financing amount treatment method (nearly one million = 1 million yuan millions of yuan = 3 million yuan nearly 10 million yuan = 10 million yuan tens of millions of yuan = 30 million yuan nearly one million = 1 million yuan tens of millions of yuan = 30 million yuan).