Key Takeaways DEO posted 5.9% organic net sales growth with a 3.1% boost from price/mix in Q3 FY25. North America led gains with strong tequila demand and premium restocking driving a 6.2% sales rise. DEO's $500M Accelerate program backs brand investment and premium focus amid cost and tariff pressure.Diageo plc’s (DEO) third-quarter fiscal 2025 results underscore its continued commitment to premiumization, reflected in strong organic net sales growth of 5.9% and a positive price/mix contribution of 3.1%. ...

NEW YORK, July 7, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Petco Health and Wellness Company, Inc. ("Petco" or the "Company") (NASDAQ: WOOF) and certain officers. The class action, filed in the United States District Court for the Southern District of California, and docketed under 25-cv-01667, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Petco securities between January 14, 20 ...

Constellation Brands, Inc. (STZ) is scheduled to release first-quarter fiscal 2026 results on July 1, 2025. The alcoholic beverage bigwig is expected to have recorded top and bottom-line declines in the to-be-reported quarter.The Zacks Consensus Estimate for the company’s fiscal first-quarter earnings is pegged at $3.34 per share, indicating a 6.4% decline from the year-ago quarter’s actual. The consensus mark has moved down 1.5% in the past seven days. The consensus estimate for revenues is pegged at $2.6 ...

Key Takeaways RL trades at a premium valuation driven by brand strength, margin gains and strategic execution. The stock has outperformed peers, the broader sector and the overall market in the past year. Digital now drives most of RL's business, with strong growth in DTC, younger buyers and global engagement.Ralph Lauren Corporation (RL) is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 19.54x, notably higher than the industry average of 11.2x. This premium valuation reflects in ...

Key Takeaways STZ's beer business, nearly 83% of sales, is expected to grow 0-3% in fiscal 2026. A multi-year plan aims to revive wine and spirits with high-end offerings and better margins. STZ plans to drive growth through brand-building, innovation, premiumization and cost savings.Constellation Brands, Inc. (STZ) is a powerhouse in the alcoholic beverage industry, with balanced presence across beer, wine and spirits. The company continues to prioritize premiumization, brand strength and portfolio optim ...

Core Insights - The Coca-Cola Company is implementing a premiumization strategy to enhance growth in global markets, focusing on brand innovation and a diverse pricing spectrum [1][3] - Despite macroeconomic challenges, Coca-Cola achieved strong organic revenue growth and expanded margins, demonstrating resilience in adapting to market dynamics [1][3] Product Innovation and Marketing - Coca-Cola's premiumization strategy is highlighted by successful higher-end products like Fairlife and Coca-Cola Zero Sugar, with Fairlife being the top dollar-contributing brand in U.S. retail [2][8] - The return of the "Share a Coke" campaign and digital customization efforts aim to elevate brand engagement and perceived value, supporting the premiumization strategy [2][8] Competitive Landscape - Competitors like PepsiCo and Keurig Dr Pepper are also focusing on premiumization to capture a larger share of the high-margin beverage market [4][5][6] - PepsiCo is transforming its portfolio with premium offerings and strategic acquisitions, while Keurig is expanding its premium coffee segment [5][6] Financial Performance - Coca-Cola's shares have increased by approximately 11.8% year to date, outperforming the industry's growth of 5.8% [7] - The company trades at a forward price-to-earnings ratio of 22.58X, significantly higher than the industry average of 17.59X [9] - The Zacks Consensus Estimate for Coca-Cola's EPS indicates year-over-year growth of 3.1% for 2025 and 8.2% for 2026, with recent estimates showing slight upward movement [10]

Key Takeaways DECK grows HOKA and UGG globally but faces margin pressure from tariffs, freight and higher costs. UAA strengthens margins with premium pricing, supply-chain savings and strong EMEA market growth. DECK navigates softer U.S. DTC sales, while UAA's loyalty program boosts DTC with above 28M active members.Deckers Outdoor Corporation (DECK) and Under Armour, Inc. (UAA) are prominent players in the footwear and athletic apparel industry. While Deckers continues to gain significant traction with g ...

Key Takeaways BUD is investing $17M in its Houston brewery to upgrade brewing and transportation operations. This is part of a $300M Brewing Futures program focused on U.S. facility enhancements in 2025. BUD aims to support job growth and innovation while staying agile in a shifting market.As part of its strategic transformation, Anheuser-Busch InBev SA/NV (BUD) , alias AB InBev, recently announced a new $17 million investment in its Houston, TX, brewery, reinforcing its long-standing commitment to Americ ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Xiaomi (1810) Neutral 2025 Investor Day Takeaways Price: HK$53.20 Xiaomi held its Investor Day yesterday (3 June). Key highlights were: (1) Largely in-line financial targets with 40+% adjusted net profit and 30+% revenue growth in 2025, (2) EV delivery targets at 350K with likely breakeven in EV business in 2H25, (3) No pricing details on YU7, but YU7 pre-orders and customer expressions of interests are running at 3x of SU7, (4) Continued push for premiumization across all pr ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 4 June 2025 | 10:12PM HKT Chongqing Brewery (600132.SS): Consumer & Leisure Corporate Day: Steady premiumization in off-trade channels amid flattish trends We hosted Chongqing Brewery at our Consumer & Leisure Corporate Day on Jun 4. Key takeaways: 1) Recent updates: The company noted a still soft recovery in on-trade channels following the Jan-Feb uptick driven by CNY. Channel mix in 1Q remained roughly unchanged vs. last year at 45:55 for on-trade/off-trade. By brand, YTD p ...