消费、零售、商业、财经，深度洞察，数据追踪，在这里看到更多的变与不变。 导读： 0元 购对 谁 都 不 是 好 事 。 李彦 丨 作者 薛向 丨 编辑 壹览商业 丨 出品 以下文章来源于壹览商业 ，作者李彦 壹览商业 . 7 月过去一周，外卖行业再一次掀起"烧钱大战"。 7 月 5 日，暑假开始的第一个周六。 阿里、美团两大平台放出了大量且大额的外卖红包券。其中包括 "满 2 5 减 2 1 " "满 2 5 减 2 0 " "满 1 6 减 1 6 "等多张无门槛的外卖券，外卖" 0 元购"成为社交平台话题引发关注。 晚间， 美团高调宣布当日即时零售订单突破 1 . 2 亿单 。据淘宝闪购联合饿了么最新数据， 淘宝闪购日订单数超 8 0 0 0 万，其中非餐饮订单超 1 3 0 0 万，淘宝闪购日活跃用户超 2 亿。 7 月 8 日， 京东外卖宣布正式启动"双百计划"，投入超百亿真金白银扶持更多品类标杆品 牌销量破百万。 如今，京东累计实际花销已超过百亿，淘宝闪购公开计划一年内补贴 5 0 0 亿元。有媒体计 算，三家平台在今年内的累计投入已经接近千亿，几乎相当于过去一年国家层面发放的消费 补贴规模。 可即 ...

以下文章来源于听筒Tech ，作者听筒Tech工作室 听筒Tech . 听见时代的声响 来源丨听筒Tech（ID:tingtongtech ） 作者丨陈珂 编辑丨饶言 图源丨作者拍摄 白牌在诸多县城的地位，毋庸置疑。 陈姐在县城开商超，最喜欢将"白牌"摆在店铺的最前方，或者货架的C位。 这在县城很常见。实际上，无论是酒水、饮料，零食还是一些日化用品，陈姐都偏爱这些地方区域性的"白牌"。十几年来，尽管一直也在做店铺升级和高端化，但陈姐一如既往喜欢 卖"白牌"。 时过多年，尽管经历品牌的几轮冲击和淘汰，这些本土饮料依然抗打。 陈姐解释，"一是因为确实好喝，征服了当地人的口感；二是因为本身价格也不贵，流行的年代也久了，得到了市场的认可和信任，喝起来更有本地认同感。" 在县城，很多消费者，也并不是"品牌为先"。和一线（二线）城市不同，他们并不在意商品"是否是品牌"，一些"白牌" 商品 ，由于价格实惠，质量完全不输大牌，且在当地出售多年， 更容易得到消费者的信赖。 一个事实是，在很多县城（尤其是乡镇）， 消费者 通常并没有强烈的品牌意识。他们 并不 愿意为品牌溢价付费，相反，他们十分能接受"白牌"，这种往往以 OEM（ ...

Core Viewpoint - Conagra Brands is currently at a low stock price, presenting a potential buying opportunity for long-term investors, with expectations of returning to growth in FY2026 despite ongoing challenges in the consumer staples sector [1][10]. Financial Performance - In Q4 FY2025, Conagra reported a revenue decline of 4.3%, with an organic decline of 3.5%, influenced by divestitures, consumption trends, and foreign exchange headwinds [8][9]. - The organic decline was attributed to a 1% reduction in price realization and a 2.5% decline in volume, with the International segment experiencing a 13% decline due to M&A activity and FX headwinds [9]. - The forecast for FY2026 indicates revenue contraction will be offset by flat to slightly higher organic growth, supporting balance sheet health and dividend distributions [10]. Dividend Insights - Conagra offers a 7% dividend yield, which is considered safe for income investors, although there are risks associated with potential cuts in 2025 [5][11]. - The payout ratio for 2026 is projected at 80% relative to the 2025 payout, which is high but manageable given the free cash flow outlook [5][6]. Market Sentiment - Analysts have mixed views on Conagra, with price target reductions and downgrades impacting stock performance, yet the overall sentiment remains bullish with expectations for significant upside [12][13]. - Institutional investors own over 80% of Conagra's stock, providing a solid support base and showing buying activity throughout the year [11]. Stock Forecast - The 12-month stock price forecast for Conagra is $22.73, indicating a potential upside of 17.21% from the current price of $19.39 [8]. - Following recent price declines, analysts suggest that the stock is positioned for a rebound, potentially increasing by low-single to high-double digits, with a possibility of up to 30% if traction is gained in FY2026 [12][13].

Since he became the sole leader of his family’s candy maker in 2015, executive chairman Giovanni Ferrero has expanded beyond well-known brands like Nutella and built a global powerhouse. (Photo: Jamel Toppin for Forbes) https://t.co/k7oODEzhgm https://t.co/faVg9i8wsp ...

华尔街见闻获悉，7月12日20:47分，美团即时零售订单量再创新高，达1.3亿。其中，微信等社交平台 小程序下单额屡创新高，好友之间互相分享优惠券多次触及微信社交裂变阈值，成为美团订单成交重要 通道。 ...

Group 1: Watsco - Watsco's stock has increased by 991% over the last 20 years, with a 272% rise in the previous decade and a 154% increase over the last five years, although it has seen a 4% decline in the past year [5] - The current dividend yield for Watsco is 2.7%, but reinvesting dividends over the last 20 years would yield a total return of 2,020% [6] - Watsco is a leading player in the HVAC industry, consistently acquiring small distributors and integrating them to enhance sales and geographic reach [6][7] - The company utilizes technology to support HVAC contractors, improving operational performance and ensuring long-term growth prospects as demand for HVAC servicing remains strong [7][8] Group 2: Occidental Petroleum - Occidental Petroleum's stock has dropped about 29% over the past year, correlating with a 21.5% decline in oil prices [9][11] - Despite the stock decline, Occidental has shown strong performance with an 18.6% year-over-year increase in oil and gas production and generated $1.2 billion in free cash flow [12] - The company has maintained a conservative 20% payout ratio from 2020 to 2024, indicating a secure dividend despite lower energy prices [15] Group 3: Campbell's Company - Campbell's stock is currently at a 16-year low, primarily due to challenges in integrating acquisitions and generating high-margin sales growth [16][19] - The company has made significant acquisitions totaling $9.5 billion, which exceeds its current market cap of $9.3 billion, leading to concerns about overpayment [18] - Despite struggles, Campbell's generates substantial free cash flow that covers its 5.1% dividend yield, and its forward price-to-earnings ratio is significantly lower than its 10-year median [19][20]

移动互联网丨研究报告 核心摘要： 用户变化 Q1移动互联网流量同比小幅增长，增量用户空间收窄： 2025年一季度，中国移动互联 网月独立设备数均值同比增长2.6%，但单月环比增速较低，分别为0.27%、-0.03%、 0.08%，市场需求趋稳，行业进入存量竞争深化阶段。 用户粘性持续走低，存量用户关注争夺白热化： 截至Q1末，移动互联网用户单机单日 有效使用时间268.0分钟，同比下降3.9%，使用次数为63.4次，同比下降5.1%。 行业变化 电商 - 送礼功能升级驱动社交消费： Q1 电商行业流量峰值达 12.16 亿，社交场景消费 潜力释放，淘 宝、京东、微信小店推出送礼服务，如"一礼多收""自选时效""隐藏价 格"等，并借力春节营销。 美食外卖 - 三巨头激烈角逐： 京东 外卖 2 月入局，以"品质外卖 + 低佣金"策略单日订 单破千万；美团闪购覆盖 3000 余县区市；淘宝闪购联合饿了么首周订单破千万，行业 呈现多强争霸格局。 社交网络 - 小红书借势国际化： 1 月超 1.7 亿" TikTok 难民"涌入，小红书登顶多国 应 用商店下载榜 ，英文翻译功能随后上线， APP 月活跃设备数逼近 3 ...

owner. I mean, I loved the story. It was interesting because actually there was a lot of things that we don't think about these copycats like, you know, the McDonald's copycat.So, first of all, what do we know about these Western companies that are trying to to replicate what the Western has. Yeah. I mean, it's interesting.It's it's difficult to say if they will want to come back as you say given the current context but I mean I would be surprised if there weren't conversations being had somewhere behind cl ...

Kraft Heinz is preparing to break itself up, a decade after an infamous merger of two of the biggest names in packaged foods that was orchestrated by Warren Buffett and Brazilian private-equity firm 3G Capital Partners https://t.co/Fcz1Mmc90t ...

Core Insights - Major platforms like Meituan and Taobao are issuing significant food delivery coupons, indicating a competitive strategy to attract customers [1] - Consumers are actively sharing their experiences of obtaining "zero-cost" items, showcasing the effectiveness of these promotional campaigns [1] Company Strategies - Meituan and Taobao have launched new promotional campaigns featuring high-value coupons for food delivery services [1] - The issuance of "0 yuan" coupons is a tactic to increase user engagement and drive sales through discounts [1] Consumer Behavior - Users are taking advantage of these promotions, with reports of orders being placed for minimal costs, such as 0.01 yuan for a drink [1] - The trend of sharing successful coupon redemptions on social media highlights the growing consumer interest in promotional offers [1]