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What smart money is saying about China Mengniu Dairy CompanyHong Kong flag

2319.HK · Consumer Defensive · Packaged Foods · Market cap $7.43B

2 funds in our archive have pitched China Mengniu Dairy Company — most recently Ariel International Fund in June 2025.

Company profile

China Mengniu Dairy Company Limited, an investment holding company, produces and distributes dairy products in the People's Republic of China and internationally. The company operates through four segments: Liquid Milk Products, Ice Cream Products, Milk Powder Products, and Others. The Liquid Milk Products segment produces and distributes ultra-high temperature milk, milk beverages, fresh milk, and yogurt. The Ice Cream Products segment produces and distributes ice cream. The Milk Powder Products segment produces and distributes milk powder. The Others segment engages in the provision of cheese and plant-based nutrition products, as well as trading business. It also offers organic food and formula products for babies and toddlers. The company offers its dairy products under the MENGNIU brand. China Mengniu Dairy Company Limited was founded in 1999 and is based in Causeway Bay, Hong Kong.

Fund coverage · 2 theses

  • Ariel International Fund
    June 2025

    China Mengniu Dairy Company, Ltd. is positioned for recovery and market share gains as supply-demand imbalances normalize and profitability-enhancing initiatives are implemented.

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  • Ariel Emerging Markets Value
    March 2025

    China Mengniu Dairy Co Ltd is well-positioned for earnings recovery in 2025 and beyond due to higher milk prices, improving margins, and a shift in capital allocation strategy towards higher dividends.

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