3 6 Ke·2026-01-18 12:22Group 1: Coca-Cola and Costa Coffee - Coca-Cola has reportedly abandoned the plan to sell Costa Coffee due to bidders' offers falling short of expectations, marking a "latest setback" for the company [1] - The expected price for Costa Coffee was around £2 billion (approximately ¥18.7 billion), which is about half of the £3.9 billion paid during its acquisition in 2018 [1] - Future plans for a potential sale of Costa Coffee may be revisited in the medium term [1] Group 2: Costa Coffee Financial Performance - Costa Coffee's revenue for 2024 is reported at £1.2 billion (approximately ¥11.2 billion), but the operating loss has more than doubled to £13.5 million (approximately ¥12.5 million) [2] - The company attributes the loss to weak foot traffic in commercial streets and pressure from low-cost competitors [2] Group 3: Haidilao Management Changes - Haidilao announced significant executive and board changes, with founder Zhang Yong returning as CEO effective January 13, 2026 [3] - The company aims to enhance management efficiency and decision-making through the promotion of intelligent and automated management processes [3] - New executive directors have been appointed to support innovation and long-term development [3] Group 4: Haidilao's Business Expansion - Since the launch of the "Pomegranate Plan" in 2024, Haidilao has introduced several new dining sub-brands, expanding its offerings beyond hot pot [4] - The company operates 14 restaurant brands with a total of 126 stores, in addition to its core hot pot business [4] Group 5: Hushang Auntie Profit Forecast - Hushang Auntie has issued a positive profit forecast for 2025, expecting net profits to reach between ¥495 million and ¥525 million, a year-on-year increase of 50% to 60% [5] - The growth is attributed to a multi-brand development strategy and ongoing operational efficiency improvements [5] Group 6: Salia's Profit Growth - Salia reported a net profit of ¥1.3 billion for the September to November 2025 period, a 16% year-on-year increase, achieving a two-year high [6] - The company’s sales increased by 15% to ¥31.7 billion during the same period, despite rising raw material costs [6] Group 7: Alo Yoga's Expansion in China - Alo Yoga is set to open its first store in China in Shanghai's Jing'an Kerry Center in the second quarter, with a second store planned for Beijing [7] - The brand emphasizes high-quality yoga and sportswear, with a pricing strategy positioned in the premium segment [7] Group 8: Global Yoga Apparel Market Growth - The global yoga apparel market is projected to reach $28.84 billion by 2025, with a compound annual growth rate of approximately 8.31% [8] - Alo Yoga has appointed former Dior executive Benedetta Petruzzo as CEO to accelerate global expansion [8][9] Group 9: Dongpeng Beverage Profit Forecast - Dongpeng Beverage expects a net profit of between ¥4.34 billion and ¥4.59 billion for 2025, representing a year-on-year growth of 30.46% to 37.97% [17] - The company continues to focus on channel management and product exposure to drive sales growth [17] Group 10: Moutai's Corporate Sales Strategy - Moutai has opened sales of its 1499 yuan per bottle Flying Moutai to qualifying corporate clients, focusing on existing customers for 2026 contracts [18] Group 11: San Yuan's Revenue Projection - San Yuan expects to achieve approximately ¥6.35 billion in revenue for the previous year, with a significant increase in net profit projected for 2025 [19] - The company maintains a leading market share in liquid milk in Beijing, with over 50% in low-temperature fresh milk [19] Group 12: Mammut Potential Acquisition - Swiss outdoor brand Mammut is considering a sale, with an estimated transaction value of up to €500 million, and Anta Group is seen as a potential buyer [20]