Digital Planet

Apr 28, 2026 · Industry Insights

How Digital Channel Gaps Turned the Mengniu‑Yili Duopoly Upside‑Down

The 2025 dairy reports reveal a 400 billion‑yuan revenue gap between Mengniu and Yili, driven not by advertising or product quality but by a generational lag in channel digitalization that reshapes the competitive landscape, erodes Mengniu's marketing efficiency, and forces a strategic rethink for the whole industry.