7月31日，亿滋国际(MDLZ)开盘下跌6.61%，截至21:30，报65.1美元/股，成交14.53亿美元，总市值 842.36亿美元。 财务数据显示，截至2025年06月30日，亿滋国际收入总额182.97亿美元，同比增长3.77%；归母净利润 10.43亿美元，同比减少48.19%。 7月30日，亿滋国际获Sanford C. Bernstein & Co., LLC上调目标价至88美元，最新评级Outperform。 大事提醒： 资料显示，亿滋国际公司(纳斯达克股票代码:MDLZ)为全球150多个国家的人们提供零食。该公司正在 引领零食的未来,他们拥有标志性的全球和本地品牌,如奥利奥,吉百利牛奶,米尔卡和Toblerone巧克力。 该公司是全球最大的零食公司之一,2021年全球净收入约为287亿美元。在饼干(饼干和薄脆饼干)方面排 名全球第一,在巧克力方面排名第二,并且在烘焙零食方面迅速发展。 他们在80多个国家开展业务,并在全球的工厂,办事处,研发设施和分销活动中拥有约80,000名员工。 本文源自：金融界 作者：行情君 ...

Core Insights - Nestlé's coffee business in China, generating nearly 8 billion RMB in annual revenue, is set to have a new leader, Pamela Takai, starting from Q3 [1][12] - The coffee segment is crucial for Nestlé, serving as a strategic vehicle for brand management, product innovation, and consumer loyalty [1][12] Leadership Transition - Pamela Takai, currently leading Nestlé's dairy health and nutrition solutions in the Philippines, will take over the coffee business in China, reporting directly to Kais Marzouki, Chairman and CEO of Nestlé Greater China [1][3] - Takai has over 20 years of experience in fast-moving consumer goods, having previously worked at Unilever and Mondelēz, focusing on brand management and marketing [3][5] - The previous head of the coffee business, Jiang Haiying, is leaving to pursue new opportunities after a year in the role [7][8] Performance and Strategy - Takai is recognized for her strong track record in driving performance growth and business transformation, having successfully revitalized the dairy business in the Philippines [5][10] - Under Jiang's leadership, the coffee business focused on local innovation and product upgrades, launching new ready-to-drink coffee products inspired by local market trends [10][12] - The coffee segment is seen as a fundamental part of Nestlé's business, with a significant contribution to overall revenue, growing at approximately 8% annually over the past three years, generating around 240 billion Swiss Francs (approximately 197.4 billion RMB) [12][13] Market Dynamics - The coffee market is experiencing a shift towards high-end products and diverse consumption scenarios, with younger consumers seeking innovative ways to enjoy coffee at home [16][18] - Nestlé aims to cater to these evolving consumer preferences by developing solutions that allow coffee consumption throughout the day, not just in the morning [16][18] - The competitive landscape in China has intensified, with Nestlé's coffee business revenue showing little change compared to previous years, reflecting challenges in growth [14][16]

"红枣大王"好想你做起啤酒生意。近日，好想你在投资者互动平台上表示，公司已在电商和专卖店渠道 推出啤酒相关产品，包括红枣口味、毛尖绿茶口味、茉莉花茶口味及樱花蜜桃口味。据悉，好想你推出 的多口味中式精酿啤酒属公司"报喜"系列产品，于2025年5月下旬上市，酒精度≥4.5%vol，原麦汁浓度 12°P。上述系列产品主要在好想你官方旗舰店、好想你喜枣旗舰店进行线上销售，售价为28.1元/1L。 这已经不是好想你第一次跨界。北京商报记者梳理发现，近年来好想你频繁跨界新赛道，其中包括入局 新茶饮、量贩零食等。关于公司多元化相关问题，北京商报记者向好想你发去采访函，但截至发稿未收 到回复。在业内人士看来，跨界做啤酒生意是好想你在业绩不佳情况下急于寻找新增长点的尝试。 而好想你此番入局的精酿啤酒赛道正炙手可热，供给端的老牌酒厂、新生品牌、零售商等纷纷入局，同 为零食企业的三只松鼠在今年5月也推出了"孙猴王"精酿啤酒，包含毛尖茶啤、茉莉茶啤、龙井茶啤等 产品。 中国食品产业分析师朱丹蓬表示，精酿啤酒与普通啤酒在口味上有显著差异，近年来精酿啤酒的火爆主 要由于悦己消费趋势与女性消费者的增多，好想你多口味精酿的推出应该是匹配了 ...

资料显示，亿滋国际公司(纳斯达克股票代码:MDLZ)为全球150多个国家的人们提供零食。该公司正在 引领零食的未来,他们拥有标志性的全球和本地品牌,如奥利奥,吉百利牛奶,米尔卡和Toblerone巧克力。 该公司是全球最大的零食公司之一,2021年全球净收入约为287亿美元。在饼干(饼干和薄脆饼干)方面排 名全球第一,在巧克力方面排名第二,并且在烘焙零食方面迅速发展。 他们在80多个国家开展业务,并在全球的工厂,办事处,研发设施和分销活动中拥有约80,000名员工。 7月30日，亿滋国际(MDLZ)盘中下跌5.04%，截至22:26，报66.2美元/股，成交3.08亿美元，总市值 856.59亿美元。 财务数据显示，截至2025年06月30日，亿滋国际收入总额182.97亿美元，同比增长3.77%；归母净利润 10.43亿美元，同比减少48.19%。 大事提醒： 7月29日，亿滋国际2025年二季度累计回购金额16.53亿美元。 本文源自：金融界 作者：行情君 ...

在与分析师的电话会议的发言中，首席财务官史蒂夫·沃斯库尔(Steve Voskul)表示："鉴于可可这一大宗 原料无法在美国本土种植，我们仍对贸易谈判中与重要贸易伙伴的关税政策改善抱以希望，"但他补充 表示，该公司今年并未计入任何程度的关税减免。 7月22日，改公司宣布由于可可大宗商品价格处于历史最高位附近，将把巧克力与糖果等好时品牌的零 食价格上调至双位数幅度。此次提价不仅提高了标价，也通过减少包装内糖果重量和数量(即"收缩通 胀"策略)来调整该公司在关税与高原料成本重压之下的经营策略。这是继去年提价后的又一次显著调 价。 过去两年，可可大宗商品价格因象牙海岸和加纳(两国通常占全球可可供应规模逾60%)遭遇病害和恶劣 天气导致供应短缺而持续大幅飙升。 本月早些时候，好时任命柯克·坦纳(Kirk Tanner)为下一任总裁兼首席执行官。坦纳此前担任温迪公司总 裁兼首席执行官，他将于8月18日走马上任。 这家总部位于宾夕法尼亚州，主要生产巧克力类零食以及Reese花生酱杯的零食制造商现在预测，全年 经调整后的每股收益将下降36%至38%。而在5月，该公司曾预计调整后每股收益将下滑约35%，但当时 并未纳入全年关 ...

"红枣大王"好想你做起啤酒生意。近日，好想你在投资者互动平台表示，公司已在电商和专卖店渠道推出啤酒相关产品，包括红枣口味、毛尖绿茶口味、茉 莉花茶口味及樱花蜜桃口味。据悉，好想你推出的多口味中式精酿啤酒属公司"报喜"系列产品，于2025年5月下旬上市，酒精度≥4.5%vol，原麦汁浓度 12°P。上述系列产品主要在好想你官方旗舰店、好想你喜枣旗舰店进行线上销售，售价为28.1元/1L。 这已经不是好想你第一次跨界。北京商报记者梳理发现，近年来好想你频繁跨界新赛道，其中包括入局新茶饮、量贩零食等。关于公司多元化相关问题，北 京商报记者向好想你发去采访函，截至发稿未收到回复。在业内人士看来，跨界做啤酒生意是好想你在业绩不佳情况下急于寻找新增长点的尝试。 业绩持续出现亏损 2021年，好想你以自有资金3000万元购入深圳龙珠股权投资基金合伙企业（有限合伙）0.5983%的基金份额，间接参与投资了蜜雪冰城，在2024年双十一期 间，好想你与蜜雪冰城合作推出了红枣雪顶奶茶产品，创下单月销售800万杯的纪录；2024年12月，好想你宣布出资7亿元投资量贩零食品牌鸣鸣很忙，获得 相应6.64%的股份，据财报显示，2024年 ...

据新华社消息，7月29日，第六届全国非公有制经济人士优秀中国特色社会主义事业建设者表彰大会在京召开。会上，100人获得"优秀中国特色社会主义事 业建设者"称号。 全国"优秀建设者"评选表彰始于2004年，第二届至第五届评选分别在2006年、2009年、2014年、2019年。今年都有哪些人获得了这一称号？记者看到，来自 科技、医药、消费、纺织等多个领域的人士入选，既有公司创始人、董事长、总裁，也有餐饮店经营者。特别是在中央提振消费的大背景下，受表彰的建设 者有的来自老字号等传统消费赛道，也有一些新兴的消费赛道备受关注。专家指出，把握年轻化、新型消费趋势，也是进一步扩大内需、撬动消费增长的重 要方向。 消费行业多人入选 据悉，第六届全国非公有制经济人士优秀中国特色社会主义事业建设者评选表彰活动由中央统战部、工业和信息化部、人力资源社会保障部、市场监管总局 和全国工商联共同开展。数据显示，我国民营企业数量占企业总数的92%以上；国家高新技术企业中民营企业有42万多家，占比超92%。 在此次表彰名单中，科技领域有多位知名企业家入选。如杭州宇树科技股份有限公司创始人兼首席执行官王兴兴，理想汽车创始人、董事长兼首席执行 ...

人民财讯7月30日电，记者获悉，近日，三只松鼠（300783）华南区域总部项目落户佛山市南海区西樵 镇，将建设零食产业链食品生产企业、坚果制造分装及物流配套，预计年产值超过40亿元。至此，三只 松鼠全国四大供应链集约化基地正式点亮，全面覆盖华东、华北、西南、华南等核心区域。 ...

Core Viewpoint - Liu Liu Guo Yuan Group Co., Ltd. is facing multiple legal disputes, market challenges, and capital scrutiny, with a total of 17 legal cases reported in 2025, including issues related to unfair competition, trademark infringement, labor disputes, and copyright disputes [1][2]. Legal Issues - Liu Liu Guo Yuan has been involved in 17 legal disputes in 2025, with cases scheduled until September, covering various legal grounds across five provinces [1]. - The company is a defendant in several cases, including trademark infringement and unfair competition, with specific cases filed against it in Shanghai and Anhui [2]. Financial Performance - The company has seen its revenue grow from 1.174 billion to 1.616 billion from 2022 to 2024, but its gross margin has decreased from 38.6% to 36% during the same period, indicating a trend of increasing revenue without corresponding profit growth [9]. - The raw material cost ratio has increased from 41.7% to 47.7% from 2022 to 2024, highlighting rising cost pressures [8]. Product Quality Concerns - Liu Liu Guo Yuan has received numerous complaints regarding product quality, with 445 complaints specifically related to its "Liu Liu Mei" brand, focusing on issues like food safety and product spoilage [4][5]. - The company has been criticized for a significant drop in R&D investment by 43.8% to 1.8948 million in 2024, while spending on celebrity endorsements reached 106 million, accounting for 71% of net profit [8]. Market Position and Strategy - The company has heavily relied on marketing and celebrity endorsements rather than product innovation, leading to a cycle of increasing marketing costs and declining product quality [10]. - Liu Liu Guo Yuan's IPO prospects are uncertain due to concentrated ownership and past controversies, including the exit of major investors like Sequoia China [9]. Industry Implications - The case of Liu Liu Guo Yuan serves as a warning to the industry about the risks of over-reliance on marketing at the expense of product quality and consumer trust [10]. - The company must focus on improving raw material quality, increasing R&D investment, and enhancing customer service to regain market trust and ensure sustainable growth [10].

Summary of Key Points from Conference Call Records Industry Overview - **Food and Beverage Sector**: The overall situation in the food and beverage sector is currently at a historical low in institutional holdings, with the food and beverage index declining for four consecutive years since 2021. The fundamentals and expectations are also at low levels, making it a potential time for bottom-fishing opportunities [2][3][4]. Key Insights and Arguments - **Snack Sector**: The snack sector is expected to rebound as new products are launched and the third quarter enters a peak sales season. Short-term data is anticipated to improve, with a significant verification point in Q1 2026 during the Chinese New Year, which is expected to show impressive growth due to a low base [1][3]. - **Konjac Products**: The konjac category continues to grow, with companies like Wei Long and Yan Jin adjusting their SKUs and channels, leading to short-term performance pressure. Yan Jin is expected to maintain a growth rate of 20-25% in the second half of the year [1][4]. - **Wan Chen Company**: The resignation of the chairman and the appointment of new management is seen as a positive development. The company is expected to open 1,000 to 2,000 new stores in the first half of the year, with a projected net profit of around 250 million RMB [1][5]. - **Frozen Food Sector**: The frozen food sector is under pressure, with Anji experiencing single-digit revenue growth and profit decline due to various factors including a ban on alcohol and price fluctuations. The company aims for close to 10% revenue growth in the second half of the year [1][7]. Additional Important Content - **Diverse Performance Among Snack Companies**: Companies like Yan Jin and Wei Long are performing well, while others like Gan Yuan are facing challenges due to channel changes. Gan Yuan's revenue is expected to remain flat or slightly decline, and the company is focusing on new product promotions [1][6]. - **Beer and Seasoning Sectors**: The beer sector faced challenges in Q2 due to external factors and a ban on alcohol, but cost reductions have helped maintain overall industry profits. Recommended companies include Yanjing, Zhujiang, and China Resources [2][9]. - **Dairy Sector**: The dairy sector is experiencing a high level of activity, driven by travel and hot weather. Companies like Yili and Mengniu are expected to show improved performance, with Yili's liquid milk revenue expected to remain stable [2][20]. - **Market Dynamics**: The market for soft drinks and dairy products is competitive, with companies like Nongfu Spring recovering from a low base and showing significant growth. The decline in PET prices is beneficial for profit margins [2][16][17]. Conclusion The food and beverage sector is currently navigating through a challenging environment, with varying performances across different categories. Opportunities for investment exist, particularly in the snack and dairy sectors, while caution is advised in the frozen food and beer sectors due to ongoing pressures.