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为什么京东要“亲自”来炒菜?
3 6 Ke· 2025-07-24 01:03
七鲜小厨是什么? 刘强东在6月沟通会上透露过,不靠卖饭菜,京东外卖要靠"供应链"赚钱。这个与美团"不同的商业模式",终于显露了真容。 7月22日,位于北京东城区长保大厦内一楼的"七鲜小厨"门店正式开放营业。从媒体发布的现场照片来看,店内配备了多台炒菜机,主打新鲜现炒,以外 卖、自提两种形式销售。 这一门店也已经进驻京东APP秒送频道,该店上线了28件菜品,包括小炒、意面、盖饭、烧烤等,单件商品折后价格集中在12元~18元区间。 以此店为契机,京东宣布,将会在3年内投入超百亿资金,在全国范围建设超过10000家七鲜小厨。而且,他们还会投入10亿现金,启动"菜品合伙人计 划",面向全国餐饮品牌与个体厨师,为1000道招牌菜招募合伙人。 在这些品牌和厨师竞选胜出、成为每道菜品的合伙人后,可直接获得100万元现金保底分成,后续该菜品的销售分成上不封顶。具体分成多少,京东并未 公布。 根据观点网,京东表示,只要消费者有需求,七鲜小厨不排除入驻其他平台,并强调该模式不与餐厅及外卖平台竞争,亦不限定单一平台经营。 七鲜小厨的负责人刘斌将七鲜小厨定位为"品质餐饮制作品台",并将其视为"餐饮外卖市场15年以来最大的供应链模式创 ...
Meme股热潮下散户“新宠”更迭快,GoPro、Krispy Kreme暴涨,Kohl’s和Opendoor跳水
Hua Er Jie Jian Wen· 2025-07-23 16:54
美股继续上演Meme股狂欢,但散户投资者的"宠儿"在迅速更迭。上周翻倍飙涨的房地产科技公司OpenDoor Technologies最近两日 持续回落,周二被炒上天的"昔日百货巨头"Kohl's周三就两位数大跌。 而另外两只最近被散户热捧的Meme股周三双双下跌。周二收涨超50%的Kohl's(KSS)早盘跌超10%,截至本周一六个交易日内涨 超300%的Opendoor(OPEN)在周二收跌约10%后周三早盘又跌超20%。 这场投机热潮延续了近期的市场狂热情绪,散户交易者通过社交媒体平台协调行动,专门狙击被大量做空的低价股。期权交易数据 显示,Krispy Kreme周二的看涨期权交易量创下纪录,超过10万份合约,相当于过去四年日均交易量的71倍。 分析师认为,这种现象反映出市场情绪的极度高涨,但缺乏基本面支撑。Capital.com高级市场分析师Daniela Hathorn表示,以上 Meme的股价股价和交易量的大幅飙升主要由社交媒体热议、轧空和技术突破推动,尽管相关公司的基本面业务并无重大变化。巴 克莱已对此发出"泡沫警报",建议投资者谨慎应对这种过度投机行为。 新目标锁定:GoPro和Krispy ...
10 Growth Stocks Down 10% or More to Buy Right Now
The Motley Fool· 2025-07-17 10:02
Over the last few months, the S&P 500 has risen 24% from its 2025 low, and has begun setting new all-time highs.This incredible ascension doesn't mean there are no enticingly priced stocks, though. Despite the market rebounding, many of the best growth stocks remain at least 10% below their highs. Here are 10 of my favorite growth stocks that are worth buying right now. (Numbers as of July 10, 2025.) 1. Shopify: 33% below all-time highsShares of the United States' leading e-commerce enabler, Shopify (SHOP 4 ...
外卖大战让门店快扛不住了!嘉和一品乡村基南城乡创始人纷纷吐槽
Tai Mei Ti A P P· 2025-07-16 02:14
虽然外卖大战打得风生水起,但是餐饮企业却开始感觉到有些苦不堪言。 7月14日餐饮连锁品牌嘉和一品创始人刘京京在微博发文,控诉因平台补贴乱象而带来的经营困境。 "各平台都是百亿补贴开战,但其实最受伤的是商家。顾客享受到的各种满减、补贴,每10元,平台只 出3元商家要补7元!大头都是商家出的。"她在微博中表示,"餐厅堂食面临三道生死关,因公限酒减少 了客流;被团购、直播薅了一道羊毛;又被外卖平台一天抢走两三亿的客流,还能剩下多少人会去堂食吃 饭?" 7月以来,平台发起0元购,还有很多"满25减21"、满16减16"等无门槛的外卖券。在这样的流量攻势 下,刘京京认为,"上千万的商家,都沦为了外卖的加工厂,变成三巨头混战的子弹。这完全是与堂食 的不公平竞争!当顾客习惯了低于成本价用餐,0元配送费,到餐厅吃饭的人只会越来越少!而当有底 线,有品质的餐厅都倒闭了,顾客还能吃到安全的饭菜吗?" 据媒体报道,当外卖大战进入到7月12日,整个市场总量从年初的日均 1 亿单翻倍至单日规模约2.5亿 单,比上一周多出 3000 万单,主要增量在美团,达到 1.5 亿单,淘宝闪购 8000 万单,京东 1000 多万 单。 而在数千 ...
3 Reasons Why Growth Investors Shouldn't Overlook Aramark (ARMK)
ZACKS· 2025-07-08 17:46
Core Viewpoint - Growth investors are interested in stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Aramark (ARMK) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company provides food, facilities, and uniform services, making it a strong candidate for growth investment [3] Group 2: Earnings Growth - Aramark has a historical EPS growth rate of 32.8%, with projected EPS growth of 24.9% this year, significantly higher than the industry average of 10.9% [4] Group 3: Asset Utilization - The company's asset utilization ratio (sales-to-total-assets ratio) is 1.37, indicating that Aramark generates $1.37 in sales for every dollar in assets, outperforming the industry average of 0.96 [5] Group 4: Sales Growth - Aramark's sales are expected to grow by 7% this year, compared to an industry average of 0% [6] Group 5: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Aramark, with the Zacks Consensus Estimate for the current year increasing by 0.1% over the past month [7] Group 6: Investment Positioning - Aramark holds a Zacks Rank of 2 and a Growth Score of A, positioning it well for potential outperformance in the market [9]
All You Need to Know About Aramark (ARMK) Rating Upgrade to Buy
ZACKS· 2025-07-08 17:00
Core Viewpoint - Aramark (ARMK) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that could lead to increased stock price [1][3]. Earnings Estimates and Stock Price Impact - Changes in a company's future earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements, influenced by institutional investors [4]. - Rising earnings estimates and the rating upgrade for Aramark suggest an improvement in the company's underlying business, which may lead to higher stock prices as investors respond positively [5]. Zacks Rank System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - The Zacks rating system maintains an equal proportion of "buy" and "sell" ratings across over 4,000 stocks, ensuring that only the top 20% receive a "Strong Buy" or "Buy" rating [9][10]. Earnings Estimate Revisions for Aramark - For the fiscal year ending September 2025, Aramark is expected to earn $1.94 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 1% over the past three months [8].
Aramark (ARMK) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-07-08 13:50
Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach may involve investing in bargain stocks that are experiencing recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Aramark (ARMK) Analysis - Aramark (ARMK) has shown a price increase of 7.4% over the past four weeks, indicating growing investor interest [4] - Over the past 12 weeks, ARMK's stock has gained 29.9%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - ARMK has a beta of 1.28, suggesting it moves 28% more than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of A, suggesting it is an opportune time to invest [6] - ARMK has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.63, indicating it is relatively undervalued, as investors pay only 63 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides ARMK, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies tailored to help investors find winning stock picks [9]
热搜第一!南京VS苏州,“苏超”诞生2项纪录
新浪财经· 2025-07-06 00:14
"苏超"再创 纪录 ! 相关话题也冲上热搜第一。 据21世纪经济报道此前报道,6月14日到15日的周末,因"苏超"热度,美团旅行上的江苏 省旅游订单量一跃成为全国第一,周环比增长50%,省会南京旅游订单量领军全国,苏 州、扬州纷纷跻身前十,呈现"全面开花"的火爆态势。 "赛事经济"也激活了江苏的美食消费,美团数据显示,"苏超"比赛期间,异地消费者贡献 的江苏餐饮堂食订单量同比增长超49%。在淮安东高铁站,关于"盐水鸭,小龙虾请你游淮 安"的"苏超"广告牌随处可见。 图源:澎湃新闻 近期,在江苏淮安的一个周末,21记者看到很多家长带着小朋友,穿着同款"南哥来了"的 蓝色衣服,涌向淮安体育中心看"苏超",这些多是从南京到淮安看比赛的球迷。虽然赛场 内不能买卖啤酒,但他们可以看完比赛就去淮安盱眙的万人龙虾宴,享受夏日啤酒+小龙 虾。 7月5日晚19:30,江苏省城市足球联赛第六轮焦点战——南京队主场迎战苏州队在南京奥体 中心火爆开赛。比赛进行到75分钟,现场上座牌显示,本场观赛人数达60396人,打破了 上周刚创下的"苏超"联赛单场上座纪录 。 在60396名现场观众的注视下,"苏超"诞生了首 场0比0平局的比赛。 ...
Sodexo - Monthly disclosure on share capital and voting rights on May 31, 2025
Globenewswire· 2025-06-06 16:00
Core Points - The article provides a monthly disclosure of share capital and voting rights for Sodexo as of May 31, 2025, detailing the total number of shares and voting rights [1][5] - Sodexo is a global leader in sustainable food and facilities management services, emphasizing its commitment to improving quality of life and social responsibility [3][6] Group 1: Share Capital and Voting Rights - As of May 31, 2025, Sodexo has a total of 147,454,887 shares, with actual voting rights amounting to 216,573,087 and theoretical voting rights at 218,108,019 [1][2] - Actual voting rights are equal for all company shares, except for treasury shares and registered shares held for over four years, which have double voting rights [1][2] Group 2: Company Overview - Founded in 1966, Sodexo operates in 45 countries and serves 80 million consumers daily, positioning itself as the 1 France-based private employer worldwide [3][6] - The company reported consolidated revenues of 23.8 billion euros for fiscal 2024 and has a market capitalization of 8.5 billion euros as of April 3, 2025 [6]
TOP RANKED ROSEN LAW FIRM Encourages Krispy Kreme, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – DNUT
GlobeNewswire News Room· 2025-05-28 02:13
Core Viewpoint - A class action lawsuit has been filed against Krispy Kreme, Inc. for alleged misleading statements regarding its partnership with McDonald's and the subsequent decline in product demand [1][5]. Group 1: Lawsuit Details - The class action lawsuit is on behalf of purchasers of Krispy Kreme securities between February 25, 2025, and May 7, 2025 [1]. - The lawsuit claims that Krispy Kreme made false statements about the demand for its products at McDonald's locations, which significantly declined after the initial marketing launch [5]. - It is alleged that the partnership with McDonald's was not profitable and posed risks to maintaining the partnership, leading to a pause in expansion into new locations [5]. Group 2: Investor Information - Investors who purchased Krispy Kreme securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - Interested investors can join the class action by visiting the provided link or contacting the law firm directly [3][6]. - No class has been certified yet, meaning investors are not represented by counsel unless they retain one [7].