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食饮吾见 | 一周消费大事件(2.9-2.13)
Cai Jing Wang· 2026-02-13 08:34
近日,国家市场监督管理总局官网发布关于国务院食安办、市场监管总局部署各地强化婴幼儿配方乳粉质量安全管控 的消息。当中披露,针对近期雀巢婴配乳粉因检出蜡样芽胞杆菌呕吐毒素预防性召回事件,国务院食安办、市场监管 总局高度重视,已督促雀巢(中国)有限公司完成其在中国大陆销售的特定批次产品召回工作。截至目前,我国未发 现因食用婴幼儿配方乳粉导致蜡样芽胞杆菌呕吐毒素中毒的确诊病例。市场监管总局已部署各地强化婴幼儿配方乳粉 质量安全管控,督促所有生产企业开展蜡样芽胞杆菌呕吐毒素检测,严格原料验收和产品出厂把关,全力保障婴幼儿 配方乳粉质量安全。 《食品召回管理办法》修订发布:全面压实食品生产经营者主体责任和市场监管部门监管责任 2月11日,市说新语公众号发文称,近日,市场监管总局发布新修订的《食品召回管理办法》,与现行《办法》相 比,新《办法》有四大亮点,全面压实食品生产经营者主体责任和市场监管部门监管责任,对加强食品召回监管明确 新要求。一是压实食品生产经营者主体责任。明确要求食品生产经营者应当建立并实施食品召回管理制度,规定食品 经营者、食品集中交易市场开办者、食品经营柜台出租者、食品展销会举办者及网络食品交易第三方 ...
可口可乐出售非洲业务控股权 中国市场装瓶商新厂投产
Jing Ji Guan Cha Wang· 2026-02-12 20:35
以上内容基于公开资料整理,不构成投资建议。 经济观察网可口可乐公司近期宣布将可口可乐饮料非洲有限公司75%的控股权出售给可口可乐希腊装瓶 公司,剩余25%股权计划在交易完成后6年内出售。同期,可口可乐在中国市场的装瓶商亦有供应链进 展,例如中粮可口可乐陕西新厂于2025年9月投产,太古可口可乐郑州新厂于2025年10月揭幕,广东太 古可口可乐大湾区项目完成主体结构封顶。 ...
可口可乐2025全年营收增长2%,无糖可口可乐增长13%
中经记者 李媛 北京报道 2026年2月10日,全球饮料巨头可口可乐公司公布2025年度的成绩单。 财报显示,2025年全年,可口可乐公司营收达479.41亿美元,同比增长2%;净利润为131.37亿美元,同 比大幅增长23%。 品类结构优化:无糖系列成核心增长引擎 财报显示,公司四季度营收118.22亿美元,增长2%;净利润为23.16亿美元,增长5%;每股收益(非公 认会计准则)为0.58美元,增长6%,高于市场预期的0.56美元。四季度全球单箱销量增长1%。 2025年全年,公司营收479.41亿美元,增长2%;净利润为131.37亿美元,增长23%;每股收益(非公认 会计准则)为3美元,增长4%,高于市场预期的2.99美元。2025年全球单箱销量持平。 从产品维度看,可口可乐的品类创新正精准捕捉健康消费趋势。2025年,虽然全球单箱销量总体持平, 但无糖可口可乐表现异常亮眼,全年销量激增14%,其中第四季度增速达13%,展现出强劲的增长惯 性。 除旗舰品牌外,多元化品类也贡献了积极动力。瓶装水、运动饮料、咖啡和茶品类全年销量增长2%, 显示出公司在全品类饮料战略上的有效执行。 可口可乐公司董事会主席兼 ...
加价不加量,可口可乐“负重”前行
Bei Jing Shang Bao· 2026-02-12 14:03
投资BodyArmor失误只是可口可乐营收"滑铁卢"的导火索。纵观全年,可口可乐实现营收479亿美元,同比增长2%;有机收入增长了5%。值得注意的是,可 口可乐的全球单箱销量(UnitCaseVolume)增长率为0%,而所有的增长都来自涨价(4%)。这创下可口可乐十年来首次"零销量增长"纪录。 过去几年,可口可乐通过实施"全天候战略",即灵活的包装组合和定价策略,来对抗宏观经济的波动。2023—2024年,该战略曾十分奏效,由于消费惯性, 人们仍愿意为品牌溢价买单。然而到了2025年,"量价齐涨"的策略似乎失灵了。 在亚太市场,这种失衡尤为明显。2025年第四季度,可口可乐亚太区净收入骤降7%,营业利润暴跌36%,即便剔除汇率影响,核心业务疲软问题浮出水 面。值得注意的是,亚太区全年单箱销量增长率同样定格在0%,这个曾贡献超30%增长动力的引擎,首次出现"涨价不增量"。 "上季度,亚太地区的收入和利润有所下滑,主要原因是日本市场的销量增长被其他市场的下滑所抵消,而这些下滑主要受消费者支出疲软、行业整体表现 较弱以及去年同期基数较高影响。"柏瑞凯在业绩说明会上表示,"我们正在实施精细化的渠道执行计划,并调整品 ...
巴克莱银行上调麦当劳、可口可乐的目标价
Ge Long Hui A P P· 2026-02-12 11:41
格隆汇2月12日|巴克莱银行将麦当劳目标股价从372美元上调至380美元;将可口可乐目标价从77美元 上调至83美元。 ...
年味收官|可口可乐家族×抖音生活服务「沸腾过冬天」,绽放这一刻,让我们「年」在一起
Zhong Guo Shi Pin Wang· 2026-02-12 05:52
这个冬天,雪碧、美汁源、可口可乐等不再只是餐桌上的熟悉身影,更成为年味的营造者与团圆的见证 者。依托抖音生活服务「沸腾过冬天」IP的平台优势,可口可乐家族将新春暖意注入街头巷尾,灯会流 光、庙会热闹、商圈快闪、团圆吃席、非遗演出等精彩活动在市井烟火中轮番上演,通过用户线上分 享,线下打卡等互动形式,让「年在一起」的美好,从屏幕蔓延到身边,渗透每一处欢聚场景。 小年已至,新春将近。可口可乐家族携旗下雪碧、美汁源、可口可乐三大品牌,深度联动抖音生活服务 「沸腾过冬天」IP打造的南北年味盛宴,也在烟火与欢笑中圆满落下帷幕。围绕「绽放这一刻,让我们 『年』在一起」的新春主题,串联起传统灯会、庙会、团圆家宴、潮流快闪等多元场景,陪伴亿万用户 把年味过足、团圆拉满。用经典风味和沉浸式互动,将品牌温情融入每一处烟火相聚,让传统年俗"沸 腾"出新滋味。 全域年味落地,可口可乐家族把团圆搬进街头巷尾 本次与抖音生活服务「沸腾过冬天」IP的深度联动,是可口可乐家族本土化新春营销的重要一环,更是 一次「平台+品牌+在地文化」的创新融合。通过"流量+场景"双引擎,活动将「绽放这一刻,让我们 『年』在一起」的新春主题与南北年俗文化绑定 ...
Coca-Cola Moves Higher On Confidence In Long-Term Demand Trends
Benzinga· 2026-02-11 19:22
Investors also took comfort in supportive analyst commentary that highlighted improving volume trends and margin expansion. • Coca-Cola shares are trending higher. Why is KO stock advancing?The company reported fourth-quarter adjusted earnings per share of 58 cents, beating the analyst consensus estimate of 56 cents. Quarterly sales of $11.80 billion (+2% year over year) missed the Street view of $12.026 billion.The company expects to deliver organic revenue (non-GAAP) growth of 4% to 5% in fiscal 2026.Coca ...
Coca-Cola (NYSE: KO) Maintains Optimistic Outlook Despite Middling Earnings
Financial Modeling Prep· 2026-02-11 19:09
Core Viewpoint - Coca-Cola is experiencing a mixed performance in the market, with analysts maintaining a positive outlook despite recent stock fluctuations and a middling earnings report [2][6]. Group 1: Stock Performance - Coca-Cola's stock is currently priced at $76.81, reflecting a decrease of approximately 1.49% [4]. - The stock has traded between a low of $76.01 and a high of $77.51 in the current session [4]. - Over the past year, Coca-Cola's stock reached a high of $79.20 and a low of $65.35, indicating market volatility [4]. Group 2: Analyst Ratings and Price Targets - Morgan Stanley has maintained an "Overweight" rating for Coca-Cola and raised its price target from $81 to $87, anticipating a 13.27% increase from the current price [3][6]. - Citi's analyst Filipo Falorni also revised his 12-month forecast for Coca-Cola, increasing it from $75 to $87, marking a 16% upward adjustment [3]. - Following the Q4 2025 earnings report, all seven rating revisions classified Coca-Cola's stock as a 'Buy', indicating expectations of a rally over the next 12 months [2][6]. Group 3: Market Capitalization and Trading Volume - Coca-Cola's market capitalization is approximately $330.56 billion, highlighting its significant presence in the beverage industry [5]. - The trading volume for Coca-Cola today is 28.83 million shares, indicating active investor interest [5].
New Coca-Cola CEO eyes improved innovation
Yahoo Finance· 2026-02-11 17:44
Coca-Cola can improve its record of innovation by “getting closer to the consumer” and launching products faster, the company’s incoming CEO has said. Henrique Braun, who is set to move from the role of Coca-Cola’s COO to chief executive next month, said the Fanta and Powerade owner had made “some progress” on innovation in recent years but added the company could go further. Speaking to analysts after Coca-Cola published its annual financial results for 2025, Braun, a 30-year company veteran, set out “ ...
Earnings live: Vertiv stock soars on upbeat outlook, Lyft and Robinhood shares tumble, Mattel plunges
Yahoo Finance· 2026-02-11 13:11
Group 1 - The S&P 500 is projected to achieve a 13% increase in earnings per share for the fourth quarter, marking the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth [1] - As of February 6, 59% of S&P 500 companies have reported their fourth quarter results, indicating a strong earnings season [1] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for technology companies, which have been significant contributors to earnings growth in recent quarters [3] Group 2 - Major capital expenditures by Big Tech are influencing the AI trade, with ongoing themes such as artificial intelligence and economic policies continuing to impact market dynamics [4] - Upcoming earnings reports from companies including Coca-Cola, Spotify, Robinhood, Lyft, Ford, Rivian, Moderna, Airbnb, and Coinbase are anticipated to provide further insights into market trends [4]