饮料卖不动了?巨头们都在悄悄换玩法

食饮星探pro
Nov 14, 2025

国内饮料市场正步入明确的收缩区间,全渠道销售下滑的态势已从数据端与企业业绩中清晰显现,而乳业市场的连带影响及上游生产的走弱,更凸显出这一行业变局的深度与广度。尼尔森IQ的最新数据为市场收缩提供了直接佐证:9月国内饮料市场全渠道销售额同比下滑9%,其中线下渠道表现更弱,同比降幅达10.4%。这一趋势并非个例,头部企业的业绩表现进一步印证了行业困境。统一企业中国的三季度财报显示,尽管公司整体收入与...

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