Global Research China Consumer Appliances Monthly April 2025: White goods sales rebounded; RVC sales remained robust 4M25: Higher retail sales growth and earnings upside post-US tariff drop On 13 May, All View Cloud (AVC) released April retail sales data. Overall, home appliance sales remained steady in 4M25 amid trade-in subsidies. In April, major appliance categories' demand rebounded YoY, partially due to a low base, subsidies and the upcoming AC peak season. Robotic vacuum cleaners (RVCs) continued thei ...

新浪科技讯 5月16日晚间消息，云米科技举办2025新品发布会，正式发布了昆仑4矿泉净水器，通过AI 科技还原天然矿泉水形成过程，让家庭饮水进入 "矿泉时代"。 随着大众健康意识提升，饮水健康备受关注。能提供多种矿物质的矿泉水，逐渐成为健康饮水首选，矿 物质净水器也成为家庭饮水升级的新方向。云米科技创始人、CEO陈小平在发布会上指出，为了更好满 足消费者对矿物质净水器的需求，云米成立了"昆仑矿泉技术研究中心"，3年累计投入超过1亿元，配备 了100多位科研人员，联合中国地质大学遍访名山，最终选出天然昆仑矿石，诞生了云米昆仑4矿泉净水 器。 云米昆仑芯是云米昆仑4矿泉净水器的核心部件，采用7+①级精滤，整个流程实现"先净化后矿化"的全 流程处理，既可以实现滤除100多种有害物质，又使水中富含锶、钠、镁、钾、钙、偏硅酸六种有益矿 物元素，接近天然矿泉水。陈小平介绍，矿物质净水器最难的地方在于：矿石滤芯要实现长效且均匀缓 释很难，云米的AI矿化缓释系统解决了这个痛点，仅一个云米昆仑滤芯就申请了150多项专利。 会上，云米科技推出真矿泉4大标准。标准1：采用天然矿石，富含矿物质，接近天然矿泉水；标准2：6 种矿物质看 ...

近日有消息称，美的生活电器事业部发生业务调整和人事"剧变"现象，包括2022年3月任职美的生活电 器事业部总裁的徐旻锋已经离职。对此消息，多位美的集团内部人士表示，徐旻锋早在去年9月时已经 离职，并非近期发生。目前许平平接任美的生活电器事业部总裁一职。 徐旻锋 家电行业分析师刘步尘告诉南都湾财社记者，目前，美的正在启动新一轮改革，这轮改革的特征是精减 人员与精简产品线同步进行，这是美的应对目前市场环境的重要举措。 值得一提的是，自2002年以来，美的生活电器事业部已先后经过了多次人事调整，其中黄健、甄少强、 李国林、傅蔚等均是前总裁。 徐旻锋去年11月陆续卸任12家公司职务 公开资料显示，徐旻锋毕业于华南理工大学高分子材料专业，毕业后即加入美的集团开启职业生涯。其 至今已在美的工作二十余年。在美的任职期间，徐旻锋经历了多次重要职位变动，他为集团史上最年轻 车间主任，并曾历任厨房电器事业部与热水器事业部总裁等重要管理岗位。2022年3月，美的集团通过 内部任命文件宣布，徐旻锋正式出任生活电器事业部总裁一职。 5月16日，多位美的集团内部人士表示，徐旻锋早在去年9月时已经离职，并非近期发生。 天眼查App显示，徐 ...

Retail Sales Overview - U.S. retail sales increased by 0.1% in April following a revised 1.7% increase in March, contrary to economists' expectations of no change [1] - The March increase was influenced by consumers making purchases in anticipation of tariff announcements [1] Sector Performance - The largest increases in April were in food services and drinking places (1.2%), building material and garden equipment supplies (0.8%), furniture (0.3%), and electronics and appliances stores (0.3%) [2] - Sales excluding food services, auto dealers, building materials stores, and gasoline stations decreased by 0.2%, below the revised 0.5% gain in March and forecasts of a 0.3% rise [2] Winning Areas Food Services and Drinking Places - Sales in this sector rose by 1.2% sequentially in April and 7.8% year over year [4] - AdvisorShares Restaurant ETF (EATZ) focuses on companies deriving at least 50% of their revenue from the restaurant business [4] - BJ's Restaurants (BJRI) operates high-end casual dining restaurants and has a Zacks Rank 1 (Strong Buy) [5] Building Material & Garden Equipment & Supplies Dealers - This segment experienced a 0.8% sequential sales gain and a 3.2% year-over-year increase [6] - Broad-based retail ETFs like Consumer Discretionary Select Sector SPDR ETF (XLY) and VanEck Retail ETF (RTH) are relevant for this sector [6] - Vulcan Materials (VMC) is the largest supplier of construction aggregates in the U.S. and has a Zacks Rank 2 (Buy) [7] Electronics & Appliance Stores - Sales in this category increased by 0.3% sequentially in April and 0.1% year over year [8] - The rise in electronics sales is expected to benefit semiconductor funds and stocks [8] - VanEck Vectors Semiconductor ETF (SMH) tracks companies involved in semiconductor production and charges 35 bps in fees [8] - Universal Electronics (UEIC) is a leader in universal control and sensing technologies for smart homes and has a Zacks Rank 3 [9]

Core Viewpoint - A. O. Smith Corporation (AOS) is experiencing growth through strategic acquisitions and investments in research and development, while also rewarding shareholders with dividends and share repurchases [1][5][6]. Group 1: Company Overview - A. O. Smith is a leading manufacturer of commercial and residential water heating equipment and water treatment products, focusing on innovative and energy-efficient solutions sold globally [2]. Group 2: Expansion Efforts - In November 2024, AOS acquired the Pureit business from Unilever, which is expected to contribute approximately $50 million to sales in 2025, enhancing its position in the water treatment industry in India [3]. - The acquisition of Impact Water Products in March 2024 expanded AOS's water treatment footprint in North America [4]. Group 3: Investments in R&D - AOS is investing in R&D and manufacturing efficiency, including a new gas tankless water heater manufacturing facility in Juarez, Mexico, to mitigate tariff charges [5]. - The company unveiled a commercial R&D testing lab facility in Lebanon, TN, in Q1 2025 to boost production capacity for water heaters and boilers [5]. Group 4: Rewards to Shareholders - In Q1 2025, AOS paid dividends of $49.2 million, a 4% increase year over year, and repurchased 1.8 million shares for $120.6 million [6]. - The dividend was increased by 6% to 34 cents per share in October 2024, with plans to repurchase shares worth approximately $400 million in 2025 [6]. Group 5: Business Challenges - AOS is facing challenges with lower volumes in residential water treatment and gas water heaters in China, leading to flat revenues in the Rest of the World segment in Q1 2025 and a 9% decline year over year in Q4 2024 [9]. - The North America segment also saw a 7% decline in sales year over year in Q1 2025 due to reduced orders for water heater products [9]. - Adverse foreign currency movements impacted the Rest of the World segment's revenues by $2 million in Q1 2025 and $13 million in 2024 [10].

New York, NY, May 15, 2025 (GLOBE NEWSWIRE) -- In a BBB National Programs’ National Advertising Division Fast-Track SWIFT challenge initiated by competitor Dyson, Inc., SharkNinja Operating LLC voluntarily discontinued the comparative performance claim on its website for its HydroDuo Wet Dry Hard Floor Cleaner vs. the Dyson WashG1. Fast-Track SWIFT is an expedited process by the National Advertising Division (NAD) for reviewing single-issue advertising cases. Dyson and Shark market competing household floor ...

Dublin, May 15, 2025 (GLOBE NEWSWIRE) -- The "United States Wine Cooler Market Size and Share Analysis - Growth Trends and Forecast Report 2025-2033" report has been added to ResearchAndMarkets.com's offering.The United States wine cooler market size was around USD 332 million in 2024 and is expected to grow to around USD 522.3 million by 2033, with a compound annual growth rate (CAGR) of 5.17% during the period from 2025 to 2033 The growth is fueled by rising wine consumption in American homes, prompting ...

13 May 2025 | 7:00PM HKT Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Asia Economics Analyst Manufactured exports continue to drive China's growth (Tilton/Shan) Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3 ...

14 May 2025 | 12:43AM HKT China Consumer Pulse check: 1Q25 wrap-up: Consistent trends vs. 4Q earnings season; volatility remains in recovery path Our takeaways from companies' 1Q25 results are largely consistent with 4Q24: 1) consumption has bottomed out (1Q25 NBS retail sales growth improved to +4.6% yoy and our coverage companies reported 14% average growth in 1Q25 vs. 12%/8% in 4Q24/3Q24; Labor Day consumption growth accelerated) but we are yet to see meaningful demand rebound and companies remain pruden ...

Company Participation - Whirlpool Corporation will participate in the J.P. Morgan 18th Annual Homebuilding & Building Products Conference on May 20th at 2:00 p.m. ET [1] - Jim Peters, Executive Vice President and Chief Financial and Administrative Officer, will be presenting for Whirlpool Corporation [1] Investor Engagement - The company invites investors and the general public to view the webcast of the fireside chat, available on the events & presentations page of the Company's Investor Relations website [2] - An archived recording of the event will be accessible for at least 30 days on the company's website [2] Company Overview - Whirlpool Corporation is a leading home appliance company, focusing on improving life at home [3] - It is the last major U.S.-based manufacturer of kitchen and laundry appliances, with a strong emphasis on innovation [3] - In 2024, the company reported approximately $17 billion in annual sales, with nearly 90% of sales generated in the Americas [3] - The company employs 44,000 individuals and operates 40 manufacturing and technology research centers [3]