以下文章来源于凤凰WEEKLY ，作者凯斯 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 来源丨 凤凰WEEKLY（ID：phoenixweekly） 作者 丨凯斯 编辑 丨闫如意 图源丨Midjourney 最近，办公室唯一年轻人小K发现， 自己失去了喝魔爪的资格。 魔爪，就是那种长罐的、五颜六色的、一般和红牛与东鹏特饮"坐一桌"的功能性饮料。 而或许也就是由于这个原因，小K最近被互联网单方面通知，他服用该饮料的方式是错的： 魔爪，不应该开罐喝的，而是应该拿来泡大米饭的。 魔爪，"地雷系"指定饮品 魔爪泡饭，一种近期从日本传过来的"低卡轻脂捞饭"，制作方法极其简单：取一碗煮好的大米饭，抓一 大把五彩缤纷的薄荷糖，开一罐魔爪，最好是粉色包装那款的↓ 把糖洒在饭上、魔爪倒进饭里，搅拌均匀后，一碗标准的魔爪泡饭便完成了。 对小K而言，所谓功能性说白了就是提神。 尽管魔爪名字酷炫，罐身上的三道爪痕也很有个性，但在小K的办公桌上，这玩意儿充其量就是带了气泡 的冰美式。 拉开拉环，一口下肚，浓烈的班味儿就开始在胃里升腾。 吃起来的口感，援引日本那边制餐者的原话，大意为： "甜味和碳酸感在口中弹跳，一扫身心的疲 ...

Core Viewpoint - Amer Sports reported strong Q1 2025 results, with revenue of $1.473 billion, a 23% year-over-year increase, and operating profit growth of 97% to $214 million, indicating robust market performance and growth momentum [1][4]. Group 1: Financial Performance - Q1 revenue reached $1.473 billion, up 23% year-over-year (26% growth at constant currency) [1] - Operating profit increased by 97% to $214 million, while adjusted operating profit rose by 79% to $232 million [1] - The company raised its full-year revenue growth forecast to 15%-17% and adjusted earnings per share expectations to $0.67-$0.72 [4] Group 2: Business Segments - The outdoor functional apparel segment, led by Arc'teryx, saw a revenue increase of 28% to $664 million [1] - The mountain outdoor apparel and equipment segment, driven by Salomon footwear expansion, grew by 25% to $502 million [2] - The racquet sports segment, through Wilson's strategic initiatives, achieved a revenue of $306 million, a 12% increase [2] Group 3: Regional Performance - Revenue in the Greater China region surged by 43% to $446 million, with Salomon adding 22 new stores [3] - The Asia-Pacific region reported a 49% revenue increase to $157 million [3] - EMEA region revenue grew by 12% to $405 million, while the Americas achieved $465 million in revenue [3] Group 4: Strategic Insights - The company emphasizes the effectiveness of its direct-to-consumer strategy, with DTC revenue in the outdoor functional apparel segment growing by 19% [1] - Strategic positioning and brand differentiation are highlighted as key factors for sustained growth across various market segments [2] - The CFO noted the company's ability to navigate macroeconomic uncertainties, including tariff adjustments, through a diversified global presence and strong pricing power [4]

Investment Rating - The investment rating for the company is upgraded to "Accumulate" [5] Core Views - The company achieved a revenue of 783 million yuan in 2024, representing a year-on-year growth of 8.21%, while the net profit attributable to shareholders decreased by 30.34% to 66.41 million yuan [1] - In Q1 2025, the company reported a revenue of 202 million yuan, a year-on-year increase of 27.66%, but the net profit attributable to shareholders fell by 48.82% to 10.77 million yuan [1] - The company is focusing on functional devices and has expanded its product line in the semiconductor sector, including CMOS protective films and silicon-based OLED protective films, which have successfully passed customer testing and are entering mass production [2] - The company is advancing its composite electrolyte business for lithium batteries, having completed the first phase of its new composite material project and is expected to achieve mass production soon [3] - The establishment of a wholly-owned subsidiary for optical modules aims to create a full-chain production capability, with the first production line completed and self-developed silicon photonic chips entering the testing phase [4] Financial Summary - The company forecasts revenues of 1.14 billion yuan in 2025, with a projected growth rate of 45.77% [9] - The net profit is expected to rebound to 156 million yuan in 2025, reflecting a growth of 135.33% compared to 2024 [9] - The earnings per share (EPS) is projected to increase from 0.49 yuan in 2024 to 1.16 yuan in 2025 [9]

日本央行：一些成员表示，由于日本央行缩减购债规模的行动，日本国债市场的功能性正在呈现改善的 趋势。 ...

今天第27届中国国际焙烤展今日在虹桥国家会展中心正式开幕了！ 大家都在现场了吗？ 每年的开幕展会都是人从众模式， 这种行业大热闹当然也少不了我们， 带着被挤瘦10斤的"风险"， 第一时间给大家带来了2025展会速报！ 2025年展会热门 其实在很大程度上代表了2026年的行业趋势。 健康风味、功能性添加、冷冻面团、情绪价值、 冷冻成品复原、预制烘焙... 一起来看看今年的展会带来了哪些风向趋势！ 没来得及到现场的朋友也可以扫下方二维码进入图片直播链接，沉浸式逛展~ 2025 CHINA BAKERY ￥ NEW PRODUCT LAUNCH WEEK 5.22 新品发布周 Here 郑马青云 威尔老板创始人 易明梅 袁火洪 *福西側 elle 曹国亮 爸爸聽 的始人 上海金城制冷设备有限公司 总经理- 深圳市幸福商城科技股份有限公司董事长兼CEO- 糖兜科技CEO- Supp x 日本大會 (四川市) 福 品 io 3 : 9 发 扫码准备 预片直播 张志豪 吴学群 E = 王森教育集 团管事兼技术总监 三能集團控股股份有限: 司 行销总监 棋牌面包 司总经理 络融资询创始合伙人 中国面包围家队主教练- ♀ ...

第一批户外新人，正迫切回归健身房"练内功"。 "新人友好"的10公里500米爬升徒步，看似走走停停，游山玩水，但爬升路上却感觉永远在追队友，心肺常常处于被拉爆的边缘，活动结束后还感觉膝盖 不舒服。 而对于骑行新人来说，货拉拉才是刚需，雄心壮志要骑百公里，坡爬一半，货拉拉完成后半段。即使已经入了初级门，开始备战"人生第一次"，比如越野 跑和马拉松，每周一次赛事模拟训练，跑量堆得不少，但成绩增长缓慢，还时刻被伤病追着跑。 图源：小红书@大奇奇Zoe 以徒步为例，不稳定面行走，以及重复的上下坡，这要求参与者有良好的脚踝稳定性和腿部力量，以及正确的单腿蹲姿势，如果长期足内翻或膝盖内扣， 错误发力模式的积累下，很容易对关节产生不可逆损耗。 而"膝盖友好"的骑行活动中，需要长时间保持曲髋俯身姿态，如果没有良好的核心抗屈伸和抗旋转能力，既无法骑快，也无法骑帅，一趟长距离下来，除 了腿疼屁股疼，还会伴随着腰疼手腕疼。 但这些都需要在健身房里得到解决。 尽管在户外人眼里，看惯了自然风景，不愿意把自己限定在健身房的一亩三分地里，对着冰冷的器械做多次重复训练，他们常常将此评价为"无聊"。但如 果想要更好地完成一次户外，甚至是完成人 ...

Financial Data and Key Metrics Changes - Net sales for Q1 2025 increased by 4.5% to $10 million compared to $9.6 million in the same quarter last year, driven by higher volumes with recurring national customers [18] - Profit for Q1 2025 remained flat at $3.4 million compared to the previous year [19] - Gross margin decreased to 33.9% from 35.6% year-over-year, primarily due to higher cost of goods sold [19] - Operating loss for Q1 2025 was $1.7 million, compared to a loss of $700,000 in Q1 2024 [20] - Cash used in operating activities increased to $5.4 million from $2.4 million year-over-year, driven by higher inventory purchases [21] Business Line Data and Key Metrics Changes - The company launched a new multifunctional soda line, which includes flavors like berry bubbly and strawberry vanilla, and secured national distribution in Sprouts Farmers Market [8][9] - Expanded presence at Albertsons Safeway for Reed's Ginger Ale, adding over 1,100 new points of distribution [10] - Successfully launched a national offshoot program with Flying Cauldron at Albertsons, exceeding internal projections [10] Market Data and Key Metrics Changes - Distribution gains were noted in three states at Trader Joe's for classic new alcohol products, reflecting growing demand across core functional and alcohol portfolios [12] - The company executed national display programs across core product lines at Sprouts Farmers Market, strengthening visibility [11] Company Strategy and Development Direction - The company is focused on sustainable growth and profitability, with a commitment to delivering premium, better-for-you beverages [15] - A strategic initiative includes transitioning from glass bottles to cans, enhancing cost structure and scalability [13] - The company is taking a measured approach to innovation, prioritizing its heritage and brand credibility [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about operational improvements and the alignment across the team, laying groundwork for profitable growth [22] - The company expects some modest gross margin pressure in Q2 due to seasonal promotion activity and higher trade spend [14] - Management is focused on improving cash flow performance in the second half of 2025 [26] Other Important Information - The company appointed Rude Baker to the board of directors, bringing extensive experience in the beverage industry [7] - The company is actively evaluating alternative suppliers and sourcing strategies to mitigate potential disruptions from global trade dynamics [13] Q&A Session Summary Question: Operating expenses were higher than expected; what should be expected going forward? - The increase in SG&A is attributed to upfront investments in personnel and marketing to support strategic initiatives [26] Question: Will gross margins be pressured in Q2? - There may be seasonal compression in gross margins due to trade discounts and additional investment in the functional beverage launch [28] Question: Is there any revenue guidance for the year? - The company has not provided specific revenue guidance but is focused on growth and operating efficiency [33]

The beverage stock has been great, awful, and great. It just depends on where you draw the starting line.If you're a Celsius Holdings (CELH -1.50%) shareholder, how well you're doing depends largely on where you draw your starting line. This is true of any investment, but the differences are pretty extreme for the company behind the lifestyle brand of sparkling beverages that boost a body's metabolism.The stock itself has had quite a workout. Last week's quarterly results were disappointing on the surface, ...

以下文章来源于观潮新消费 ，作者王叁 观潮新消费 . 激发国牌无限可能 健康化、功能性、个性化、情绪化是新消费产业的升级方向，西梅幸运地踩中了这些需求，是一次产业升级与消费升级的双向奔赴。 在西梅"蹿"红之前，"喷射战士"曾是个贬义词。 当每一次马桶上的无功而返，逐渐积攒起下单的冲动，一款健康无负担非处方的果汁适时出现，兼顾口感和功能性，一键开启肠胃清空系统重置的动感模 式，就构成了体验式消费的全部理由。而直播间里循环播放的话术和主播纤细的身材所带来的说服力，只是一款大单品迅速走红的锦上添花。 从一款水果，到功能性爆品的原材料， 西梅曾以零食的身份在货架上沉寂多年，直到健康饮食的风无差别地吹向每一种食材，口味不佳的减脂餐不是健康 饮食的标准答案，自由饮食之后的肠道通畅才是终极目标。 西梅果酱、西梅干、西梅糖、西梅汁、西梅酸奶……随着工艺的升级， 一个"西梅宇宙"迅速成型，产品设计师不再将西梅当成单纯的水果来看待，消费者 对于功效的追求也越来越"急功近利"。 图片来源： pexels 归根结底，当代年轻人表面上光鲜亮丽，但背地里却暗自便秘，有些粑粑憋在肠胃里，就像有些话只能憋在心里。 但钱能解决的问题终归不是大 ...

当下消费者的饮食已从"吃饱"到"吃好"转变为"吃得更健康"。 近年来，随着大众健康意识的不断提升，从专业健身人群到办公室"牛马"，从"银发"消费者到青少年，都出现了对营养功能更精准、饮用场景更多元、饮用 体验更便捷等需求趋势，功能性成为食品饮料品牌把握消费趋势、抢占消费者心智的新契机。 第一财经记者注意到，在近日举办的FBIF2025食品展上，"功能价值"成为核心议题，从益生菌零食到胶原蛋白饮品，从蛋白饮料到膳食纤维，不少品牌商纷 纷通过科学背书或场景暗示，将产品定位与功能挂钩。当市场规模增速放缓与价格竞争压力双重叠加，功能性变成第二增长曲线。 目前市面上的功能性食品饮料已经运用在了运动营养、体重管理、延缓衰老、免疫提升等方面。其中，运动营养方面的功能性食品饮料受关注程度较高，中 国健身人群已超5亿，运动营养市场潜力巨大。 明治研究总部营养开发研究部门经理神田淳注意到，运动人群在运动后喝的大多是运动饮料，但因为口感等原因，他们在运动之后很难大口地去喝身体所需 的蛋白饮料。"我们需要开发能够让运动之后的人群大口饮用的酸性乳蛋白饮料，但是，酸性乳蛋白饮料的开发有很多难题。"神田淳表示。因此，明治通过 添加HM果胶 ...