In August 2019, a total of 62 investment mergers and acquisitions occurred in the new consumption sector, with a total financing of 13.358 billion yuan.
Editor’s note: This article is from WeChat public account “New consumption reference” (ID: cychuangye), the author of cardamom.
In August 2019, there were 62 investment mergers and acquisitions in the new consumption sector, with a total financing of 13.358 billion yuan.
The largest foreign financing is Fancl Corp, a Japanese beauty and health food retailer, which acquired 1.21 billion yuan, but the investors have not announced it. The largest domestic financing is that Youbao Ubox was led by Ant Financial, which was financed by Chunhua Capital and invested RMB 1.6 billion. Among them, Ant Financial invested RMB 1.2 billion in investment in the form of capital increase.
1, round distribution
(Note: The amount of the undisclosed financing amount is not statistically calculated. In order to facilitate the statistics, we calculate the amount according to the rules of taking the intermediate value – millions of financing to calculate 3 million to calculate; tens of millions of financing to take 30 million to calculate; In addition, conservatively, nearly 10 million financing we take 6 million To calculate, nearly 10 million US dollars will be calculated at 6 million US dollars or 36 million yuan; 10 million yuan refers to 10 million; nearly 100 million yuan refers to 60 million yuan; billion yuan refers to 100 million yuan. )
From the data point of view, the investment in August was concentrated in the latter half of the investment, a total of 31, accounting for half of the total monthly, of which the most strategic investment, a total of 9; seed wheel, angel wheel, Pre-A round, There are a total of 20 rounds in the A and A+ rounds. There are only a few rounds in the middle, and the two sides are high and the middle is low. However, the financing volume of the middle round was very large. The F round thredUP was invested 175 million US dollars, and the C round Whaleling Group was invested 100 million US dollars, ranking second and third respectively in the financing amount in the latter half.
It is worth noting that there were 19 seed rounds and angel wheels in August, which accounted forNearly one-third of the weight; and
In July, there were only 8 seed rounds and angel rounds. This shows that investors’ enthusiasm for investment in new potential brands increased in August.
2, geographical distribution
In terms of geographical distribution, the financing area in August was relatively scattered, with a total of 12 regions.
Among them, apart from the total number of foreign regions, Beijing has the largest number of 14 in domestic cities, and continues to rank first in the domestic financing region. Zhejiang surpasses Shanghai and Guangdong ranks second in the country.
3. Financing volume
In the amount of financing events in August, there were 26 financings in the hundreds of millions of volumes, an increase of 189% compared with 9 in July, and also the largest proportion, up 41.9%.
There are also 14 tens of millions of tens of millions of dollars. From the perspective of huge investment, investors believe that in the new consumption field in August, it will begin to welcome the favorable opportunity to enter the consumer goods market in the second half of this year.
It is worth noting that in addition to the emergence of retail e-commerce, more large-scale financing events are concentrated in the domestic and international apparel fields, including home textile brands, women’s underwear brands, maternal and child supplies, Six financing events, including second-hand clothes, exceeded 100 million yuan.
4, Segmentation
5, Annual list
Domestic
Foreign
6, Conclusion
In August 2019, there were only 62 financing events in the new consumer sector, totaling 13.358 billion yuan, compared with a total of 3.218 billion yuan from July 41. The total amount of financing in August rose sharply.
The most noteworthy thing is that the number of financing events in the field of clothing and beauty industry has doubled several times. In terms of financing amount, the rough calculation has also been repeated dozens of times. Whether the fashion market is getting bigger and bigger, will there be more Big change?
In addition, the women’s underwear brand has received large investments for two consecutive months, from tens of millions to billions; at home and abroad, the maternal and child products market and second-hand clothing market in August have a financing amount of more than 100 million.
In the face of consumer brand upgrades today, maternity and second-hand clothes will not stand out from the subdivision track and become the next hot spot?