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首落武汉!第二十三届酒博会开幕,酒业龙头“掌舵人”齐聚
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-20 07:16
"在当前世界经济格局深刻变革的背景下,以酒为媒,共商合作的模式,正是推动经济多元化,促进贸易投资便利化的生动实 践。"第十二届全国政协副主席马培华在致辞中表示,中国酒业乃至世界酒业要实现更高质量、更可持续的发展,一是要聚焦科 技创新,锻造发展引擎,推动新一代信息技术与酿酒工艺深度融合,以科技赋能产业升级。二是要深挖文化内涵,提升品牌软 实力,加强对中国悠久酿酒历史、独特酿造工艺、丰富酒理酒俗的系统性梳理和价值挖掘,将传统文化与现代审美相结合,创 新表达方式,增强品牌情感共鸣和文化吸引力。三是要践行绿色发展观,构建责任共同体,充分发挥产业链优势,在提振消 费、乡村振兴、产城融合方面系统发力,将生态环境保护融入产业发展的全过程。 当前,"绿色发展、理性发展,归根到底是确保行业的可持续发展"这一理念已成为酒业的共识,ESG所倡导的环境友好、社会 责任与良好治理,为酒业走向更高质量、更可持续未来指明方向。 就在10月16日,2025全国理性饮酒宣传周启动仪式暨2025中国酒业ESG论坛在武汉举行。记者从会上获悉,今年,在中国酒业 协会的牵头指导下,联合21世纪经济报道研究团队共同研发搭建了全国首个垂直酒类专业ESG评 ...
散酒千亿蓝海,谁在悄悄赚钱?
Sou Hu Cai Jing· 2025-10-17 05:45
曾经被视为"廉价代名词"的散酒,正在成为酒类市场最炙手可热的赛道。2025年,散酒市场规模已突破 2000亿元,年复合增长率高达34.8%, 远高于传统瓶装酒市场。 走在北京、成都、广州的街头,你会发现曾经老气的散酒铺变了样。时尚的装修、明亮的灯光、像精酿啤酒一样的酒龙头,取而代之的是传统的大酒缸。 这些新式散酒铺正在吸引越来越多的年轻人驻足。 那么,散酒的潜力市场到底在哪里? 年轻人市场:散酒不再是大爷的专属 25-35岁的年轻消费者已成为散酒消费的主力军,占比超过60%。他们拒绝为过度包装买单,更关注酒体本身的价值。 新兴散酒品牌表示,他们的目标人群就是20-35岁的年轻人,这群人"品牌祛魅",对酒品牌不敏感,更关心的是好不好喝。 这些年轻消费者偏好低度、利口化的酒类产品。在销售数据中,白酒品类占比仅15%,更多年轻人选择的是低度风味酒品。 低度酒市场:增速惊人的赛道 2025年低度酒市场规模将突破740亿元,年复合增长率达25%,远超白酒行业整体水平。 低度酒的爆发源于消费场景的变化。从传统的商务宴请转向居家独酌(50%)、露营野餐(年增56%)、闺蜜聚会。年轻人喝酒不再是为了醉,而是为了 放松、愉悦自 ...
MGPI INVESTIGATION REMINDER: Bragar Eagel & Squire, P.C. Continues Investigation into MGP Ingredients, Inc. on Behalf of Long-Term Stockholders
Globenewswire· 2025-10-16 21:51
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In MGP Ingredients (MGPI) To Contact Him Directly To Discuss Their Options If you are a long-term stockholder in MGPI between May 4, 2023 through October 30, 2024 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Oct. 16, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally ...
Seneca House Advisors Dumps 35,000 Diageo (DEO) Shares in $3.5 Million Exit
The Motley Fool· 2025-10-12 20:05
Core Insights - Seneca House Advisors has completely exited its position in Diageo, selling 35,043 shares for approximately $3.53 million in Q3 2025, resulting in zero exposure to the company [1][2]. Company Overview - Diageo reported a total revenue of $20.25 billion and a net income of $2.35 billion for the trailing twelve months (TTM) [4]. - The company's dividend yield stands at 4.37%, with shares priced at $95.41 as of October 9, 2025 [4]. - Diageo has a diverse portfolio of alcoholic beverages, including brands like Johnnie Walker, Smirnoff, and Guinness, and operates in various international markets [5][6]. Market Performance - As of October 9, 2025, Diageo's shares have decreased by 29.08% over the past year, significantly underperforming the S&P 500 by 45.04 percentage points [3]. - The alcoholic beverage industry has faced challenges, with declining beer and wine sales and a reported decrease in alcohol consumption among Americans [9]. Industry Challenges - Diageo has been adversely affected by geopolitical factors and tariff policies, estimating a loss of around $150 million in profits due to tariffs on imports from Europe and the U.K. [7]. - The overall trend in the alcoholic beverage industry indicates a potential long-term shift in consumer behavior, which may require Diageo to adapt its strategies moving forward [9].
Brown-Forman Corporation (BF-B): A Bull Case Theory
Yahoo Finance· 2025-10-08 15:25
Core Thesis - Brown-Forman Corporation is viewed as a potential investment opportunity due to its historically low valuation and stable fundamentals despite negative market sentiment [1][3][4] Valuation and Market Perception - The company's shares were trading at $27.64 as of September 24th, with trailing and forward P/E ratios of 15.44 and 16.86 respectively [1] - Over the past decade, Brown-Forman's market perception has shifted from being a high-quality company trading above 30x earnings to a more skeptical view, now trading at roughly 15x earnings [2][3] - The current valuation represents one of the lowest multiples for the company in the past decade, indicating a potential opportunity to invest at an attractive price point [3] Fundamentals and Consumer Behavior - Despite external challenges such as tariffs and changing consumer habits, the company's fundamentals remain stable with a consistent earnings stream and a loyal consumer base [3][4] - The underlying consumption of alcohol is expected to remain steady, supporting the company's cash flows and long-term viability [3] Investment Outlook - For investors willing to overlook short-term pessimism, Brown-Forman presents a chance to invest in a stable, cash-generative company at a historically discounted valuation [4] - Continuous monitoring of operational performance and shifts in market perception is recommended to identify potential upside [4] - Previous analyses highlighted the company's strong brands and resilient net income growth, reinforcing the bullish thesis despite a 23% depreciation in stock value since coverage [5]
Guy Fieri learns $1 million worth of Santo tequila vanished #shorts
60 Minutes· 2025-10-06 13:36
Loss Incident - Two truckloads of Santo Tequila, equivalent to 24,000 bottles, were lost [1][2] - The trucks were "appropriated" with unknown whereabouts, not a hijacking involving driver safety [1] - The lost tequila originated from western Mexico, passed through US-Mexico border customs in Laredo, Texas, and was intended for the Santo Tequila Warehouse in Lansdale [3] Supply Chain & Logistics - The tequila was trucked from its distillery and bottling location in western Mexico to Laredo, Texas [3] - The tequila was then loaded onto two semi-trucks destined for a warehouse in Lansdale [3]
Novice Investor’s Digest For Monday, October 6: Stock Prices Stay Strong On AI Enthusiasm
Forbes· 2025-10-06 11:57
Market Overview - U.S. stock prices remained strong, driven by optimism surrounding AI and expectations of lower interest rates later this year [2][3] - The S&P 500 index closed at a record high, while the Dow Jones Industrial Average also reached a new high, increasing by 0.5% [2] - The Nasdaq Composite experienced a slight pullback of 0.3% [2] AI Sector Developments - Recent leadership changes at Microsoft and Oracle aim to facilitate AI growth, while OpenAI has been valued at $500 billion [4] - Partnerships have been formed, such as Hitachi collaborating with OpenAI for a data center buildout and Fujitsu teaming with Nvidia to develop AI robots [4] - Jeff Bezos characterized the current AI environment as an "industrial bubble," indicating a mix of good and bad ideas receiving funding [4] Economic Data and Market Sentiment - The U.S. government shutdown has delayed important economic data, including a jobs report, but has not negatively impacted stock market sentiment [3][6] - Stock futures for major indices, including the S&P 500 and Nasdaq 100, showed positive movement ahead of the market open [5]
Guy Fieri and the mystery of how 24,000 bottles of tequila went missing | 60 Minutes
60 Minutes· 2025-10-06 03:01
Cargo Theft Incident - Two truckloads of Santo tequila, valued at over $1 million, were stolen due to sophisticated supply chain infiltration [1] - The theft involved 24,000 bottles of tequila [3] - The tequila was stolen after being trucked from Mexico to Laredo, Texas, and then being loaded onto two semi-trucks destined for Pennsylvania [3] Modus Operandi - The trucking company hired by the logistics company outsourced the job to fake trucking companies with phony credentials [8] - The criminals used a "double brokering" scheme to buy time and steal the tequila [9] - The thieves manipulated the GPS to make it appear the tequila was en route to its destination [9][10] - The drivers were unaware they were participating in a crime, believing they were delivering to a legitimate location [16] Impact and Recovery - The theft impacted Santo Spirits' business, causing them to lose product and potentially lay off employees [11][12] - 11,000 bottles of the stolen tequila were recovered in a warehouse in southeast LA [26] - The second truck of tequila and the thieves were never found [26] Industry Trends and Law Enforcement - US businesses lost over $230 million in goods to physical heists and online schemes last year [13] - Cargo theft by remotely redirecting cargo has increased by 1,200% in the last four years [18] - The LAPD recovered $42.8 million worth of stolen goods in 2024 alone [25]
挪威选手 Felice Capasso 问鼎久负盛名的 World Class 全球总决赛,成功加冕为 2025 年度全球最佳调酒师
Globenewswire· 2025-10-05 20:42
Core Viewpoint - The World Class competition, now in its 16th year, showcases the best bartenders from 51 countries, highlighting the global cocktail culture and recognizing exceptional talent in the industry [1][3]. Group 1: Competition Highlights - Felice Capasso from Norway won the title of "2025 World Class Global Bartender of the Year" at the prestigious cocktail competition held in Toronto [3]. - The competition featured participants from six continents, with Capasso standing out through a series of innovative cocktail creations [3][4]. - Capasso's achievements include a trophy, a free trip to the global finals next year, mentorship from industry leaders, and opportunities to guest bartend at top bars [3][4]. Group 2: Challenges and Innovations - During the competition, Capasso participated in various challenging events, including the Johnnie Walker Black Label innovation challenge, where he creatively modified a classic gin recipe [4]. - He drew inspiration from an original AI artwork for a tequila aperitif in the Don Julio 1942 challenge, showcasing his ability to blend art and mixology [4]. - Capasso's cocktail "Between Us" was inspired by the classic song "That's Amore," demonstrating his unique approach to creating sensory experiences [4]. Group 3: Industry Impact - The World Class platform aims to honor the core strengths of the bar service industry and has supported the professional development of over 450,000 bartenders globally [6][10]. - The judging panel consisted of renowned bartenders and industry leaders, emphasizing the competition's credibility and the high standards of evaluation [6][7]. - The event serves as a celebration of creativity and passion within the bartending community, inspiring new generations of talent [7]. Group 4: Company Background - Diageo, the parent company of the World Class competition, is a global leader in the alcoholic beverage industry, with a portfolio of well-known brands including Johnnie Walker, Smirnoff, and Guinness [11]. - Diageo operates in nearly 180 countries, emphasizing responsible drinking and promoting a culture of quality over quantity in beverage consumption [11][10].
2 Dirt Cheap Dividend Stocks to Buy Before It's Too Late
The Motley Fool· 2025-10-04 11:15
Group 1: Albemarle Corporation - Albemarle is one of the world's largest lithium producers, operating refining plants in the U.S., Chile, and China, with demand primarily driven by batteries and electric vehicles [3][4] - The company possesses top-tier lithium assets and is among the lowest-cost producers globally, with additional resources in the U.S. and Argentina that are in early development [4] - Currently trading at a significant discount, with a fair value estimated at $200, representing a 58% discount, despite a modest 2% dividend yield [6] Group 2: Constellation Brands - Constellation Brands is the largest provider of alcoholic beverages in the U.S., generating over 80% of its revenue from Mexican beer imports, including brands like Modelo and Corona [7][8] - The company has a strong economic moat due to its brand image and exclusive distribution rights for its Mexican beer portfolio, making it a leader in the premium import beer segment [8] - Facing challenges with softer beer demand and a reduced fiscal 2026 outlook, the company still offers a solid 3% dividend yield and trades at a 41% discount to a fair value estimate of $225 per share [9][10]