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哈根达斯褪色

哈根达斯三分之一的利润来自门店,三分之二来自其他渠道

当高价雪糕被冠以“雪糕刺客”的名头,不断被消费者质疑、拷问的当下,哈根达斯又翻车了。据悉,法国出口中国台湾的两批次哈根达斯香草冰淇淋近日被检测出了残留农药。食安问题之外,进入中国市场26年的哈根达斯也抵挡不住高调性光环渐消:便利店的冰柜里,正在被众多网红雪糕围剿;而在商场,哈根达斯门店也难逃新茶饮的分食。

查出农药残留

据商务部官网消息,近日,中国台湾食药部门发布边境查验不合格食品名单,其中法国出口两批次哈根达斯香草冰淇淋在列。

涉事哈根达斯冰淇淋产品不合格原因是“检出残留农药ethylene oxide 0.071ppm、0.072ppm”。处置情形为“案内不符合商品依规定退运或销毁”。据悉,环氧乙烷是一种有机化合物,被广泛应用于洗涤、制药、印染等行业,在化工相关产业可作为清洁剂的起始剂。2017年,在世界卫生组织国际癌症研究机构公布的致癌物清单初步整理参考中,环氧乙烷位列一类致癌物清单。

哈根达斯方面称,此次进口到中国台湾地区的香草品脱冰淇淋(有效日期为2023年4月13日)以及香草桶装冰淇淋(有效日期为2022年10月26日),被发现含有极微量残留农药环氧乙烷,为保障消费者权益并对食品安全尽到把关责任,第一时间已做紧急处理,同时呼吁今年4月26日以后购买到相关批号的民众,可持购买证明至原通路退款,退款期限至今年的8月31日。

据了解,除了中国台湾市场外,中国香港食安中心、新加坡食品局均宣布下架相关产品。

由于中国大陆电商平台上哈根达斯旗舰店的产品也均进口自法国,对于大陆市场是否有同款不合格产品,哈根达斯母公司通用磨坊发布回应函称,此次中国台湾地区进口涉及的两个批次产品均未在中国大陆地区销售。

食品工程博士云无心分析称,污染来源可能是印刷油墨,也可能是环氧乙烷消毒残留。环氧乙烷是高效杀菌剂,不同的国家对于它能否用于食品生产中的消毒规定不同。而残留和油墨,在原料生产和冰淇淋生产中都可能出现。

入夏以来,“雪糕刺客”、“高价雪糕被指抢钱”等话题接连登上微博热搜,钟薛高高温不化的现象,同样引起了人们对高价雪糕成分的一波质疑。素有“冰淇淋界劳斯莱斯”之称的哈根达斯的一次翻车,又为眼下不讨喜的高端雪糕市场增加了一波舆论。

高端的褪色

对于不少消费者对高端雪糕的“敌意”和拷问,中国食品产业分析师朱丹蓬向《消费钛度》分析称:“这当中既有宏观环境的不利,也有个人消费能力和消费意愿的降低,形成了矛盾点。近两年人们对雪糕产品的消费频次在增加,但是由于很多高价雪糕的涌现,造成很多人失去了‘雪糕自由’,引起消费者的不满。再加上质量问题频出,让很多人觉得交了智商税。”

据公开报道,哈根达斯在去年夏天也被曝出一波质量问题。2021年8月,“哈根达斯用代可可脂冒充巧克力被罚”的微博话题阅读量破亿。彼时由于哈根达斯部分产品使用成本更为低廉的代可可脂制作外皮,非其宣称的巧克力外皮。上海浦东新区市场监督管理局责令哈根达斯停止发布违法广告,并对其罚款1万元。

公开资料显示,哈根达斯原为美国冰激凌品牌,隶属于通用磨坊公司旗下。2002年雀巢收购了哈根达斯在美国全部注册商标权,而目前在中国的哈根达斯门店,则仍由通用磨坊管理与运营。据通用磨坊中国官微最新信息,通用磨坊已经成为中国有影响力的食品公司之一,目前的主要品牌包括:哈根达斯、湾仔码头等,在中国共有400多家哈根达斯店铺。

进入中国市场26年,哈根达斯也抵挡不住光环渐消。1996年,哈根达斯在国内的第一家专卖店在上海开业。相较于彼时500多元的月人均工资,哈根达斯25块一个冰淇凌球可谓天价,但仍旧吸引了慕名而来的客人每日排队。此外,精致的店面装潢,及“爱她就请她吃哈根达斯”的广告语,进一步强化了其高大上的人设。

麦肯锡研究院数据显示,从2006年至2015年,哈根达斯在中国的销售额每年增长23%。此外,哈根达斯中国业务在其全球销售中占比也从2006年的不到1%飙升至2017年的50%。然而近年来,哈根达斯在中国的日子并不好过。根据通用磨坊财报数据显示,公司旗下的高端冰淇淋业务收入从2019财年的8.13亿美元,降至2020财年的7.18亿美元。

哈根达斯还屡屡传出关店消息。业内数据显示,从2019年初至2021上半年,哈根达斯关店26家,其中位于大众化及中档购物中心的占比高达65.38%。

被分食的生意

据公开报道,哈根达斯三分之一的利润来自门店,三分之二来自其他渠道,进入了包括影院、高铁、娱乐场所、五星级酒店等场景,线上销售在2017年前后的增速超过50%。

但在业内人士看来,便利店的冰柜里,哈根达斯正在被众多网红雪糕围剿;而在商场,哈根达斯门店也会被类甜品店分羹,甚至其主打的社交空间也遭遇到喜茶、奈雪等新茶饮品牌的挑战。公开报道显示,在北京王府井apm,此前位于一楼的哈根达斯多年前已经被移至负一层。2017年,哈根达斯在北京望京凯德mall一层入口的黄金位置,也被一家咖啡店取代。

根据星图数据统计,2019年6·18期间,哈根达斯在冰淇凌品类中的销售额占比仅为6%,远低于钟薛糕的15%、和路雪的14.8%、中街1946的11.8%,位居第六。通用磨坊中国区总裁兼董事总经理邱肇祥此前接受媒体采访时承认道,“哈根达斯如何给消费者全方位360度的新鲜体验,是一个挑战。”

困境中的哈根达斯也在尝试探索转型,从签下迪丽热巴、刘昊然等流量明星,到与line friends搞联名开设快闪店;从更换多年未变的广告语,到调整门店装修风格,都在试图将自己拉回到年轻消费者的身边。根据通用磨坊财报数据显示,2021财年公司旗下高端冰淇淋业务有所好转,回升至8.20亿美元,但增速不远及2015年之前。

有餐饮从业人士认为,哈根达斯想要破局,需要停止开小店、持续开大店,把第三空间的感觉营造至极致,其二是在产品线上尝试如冰淇淋与茶饮的全新结合。

“作为最早进入中国市场的高端雪糕,哈根达斯的整个品牌已经老化了,品牌调性已经不复存在。在食品安全方面也是备受诟病。新生代群体对哈根达斯基本是不买账的。当下,雪糕产品不再局限于夏天,而是成为日常零食,拥有着更多元的消费场景。想要在这场竞争中脱颖而出,品牌除了拥有过硬的产品力,还有要有不断创新与应变的能力。”朱丹蓬同时表示认可当下消费者对于高端雪糕的“拷问”,“高价是要与高质划等号的。经过反思,也让一些网红产品趋于理性,让消费者更好享受货真价实的产品。”


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