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 ...

2 June 2025 | 10:23PM HKT China Resources Beer (0291.HK): Consumer & Leisure Corporate Day: Continued solid performance in May led by Heineken; Thoughts on We hosted CR Beer at our Consumer & Leisure Corporate Day on Jun 2. Key takeaways: 1) Key metrics' run-rate in May: CRB's beer volume growth in May trended at similar run-rate as in April, i.e above the volume growth of SD% in 1Q25; The blended ASP mildly increased and margin profiles performed positively towards full year target; 2) By brand, the key vo ...

MIAMI, May 6, 2025 /PRNewswire/ -- ALP has officially partnered with Gopuff to launch a new instant delivery feature via ALP's website. ALP Supply Co. will be using Gopuff's new "Powered by Gopuff" technology to help ALP customers get D2C orders faster than ever before. After a wildly successful launch, Tucker Carlson's ALP will now offer customers the ability to order ALP's nicotine pouches and get them delivered almost instantly through Alppouch.com's "Instant Shop," which leverages Gopuff's 200+ micro di ...