Core Concept - Captain Morgan Sliced is launching the "Play the Slice" campaign, encouraging fans to share their golf swings on social media for a chance to win a golf getaway [1][2]. Group 1: Campaign Details - The "Play the Slice" contest runs until the end of July, inviting participants aged 21 and over to post their golf slices on Instagram [1]. - The campaign is an official partnership with the Breezy Open, featuring events in Virginia, New Jersey, and Georgia, along with Sliced Lounges and rewards [2]. - The contest includes a grand prize of a golf trip for four to Hilton Head, South Carolina, which includes flights and accommodations [1]. Group 2: Brand Messaging - The campaign emphasizes a fun and relaxed approach to golf, celebrating all types of swings, including imperfect ones [4][5]. - Captain Morgan Sliced is marketed as a premium ready-to-drink beverage with a 5.8% ABV, available in Original and Sweet vs. Heat variety packs for a suggested retail price of $19.99 [5]. Group 3: Merchandise - A limited-edition "Play the Slice Collection" will be launched later this summer in collaboration with Pluto Golf, featuring various golf apparel and accessories [4]. Group 4: Company Background - Captain Morgan is the number one selling spiced rum in the U.S., with a diverse portfolio of flavored rums [8]. - Diageo, the parent company, is a global leader in beverage alcohol, with products sold in over 180 countries [11].

在竞争激烈的商业环境中，渠道内出现低价、窜货现象已成为品牌发展过程中的常态问题。与其将其视为不可调和的矛盾，不如将其转化为优化渠 道管理的契机。低价并非完全负面的市场信号——合理的低价策略能够快速吸引流量、打开新市场，甚至成为吸引优质经销商的重要筹码。关键在 于品牌如何以系统性思维建立科学的治理体系，将危机转化为提升渠道韧性的机遇。 低价现象本质上是市场供需关系的直接反映，品牌需以辩证视角拆解其双重属性。在市场开拓阶段，限时促销、新品体验价等可控低价策略，能够 帮助品牌迅速渗透下沉市场。某国产手机品牌曾通过线上渠道推出限量低价机型，首月实现30万+的销量突破，成功打开年轻消费群体市场。然 而，无序低价则会形成"价格黑洞"，吞噬品牌溢价能力。某高端化妆品品牌因未及时管控跨境电商平台的低价水货，导致专柜销售额同比下降 22%，品牌形象严重受损。因此，品牌需建立动态评估机制，区分良性促销与恶性低价，在释放市场活力的同时守住价格底线。 在数字化时代，低价与窜货治理已成为检验品牌渠道管理能力的试金石。唯有以开放包容的态度正视问题，通过流程化管理、多维策略组合与长效 机制建设，将低价治理从被动应对转化为主动优化，品牌方能 ...

Core Insights - Sin stocks, representing companies in industries like alcohol, tobacco, cannabis, and gambling, have consistently outperformed broader markets due to strong cash flows and inelastic demand [2][4][11] Industry Overview - The U.S. alcoholic beverages market is projected to grow from $544.19 billion in 2024 to $709.13 billion by 2029, with a CAGR of 5.4% [8] - The global tobacco market is expected to increase from $921.4 billion in 2024 to $1,198.4 billion by 2035, reflecting a CAGR of 2.3% from 2025 to 2035 [9] - The global online gambling market was valued at $78.66 billion in 2024 and is projected to grow at a CAGR of 11.9% from 2025 to 2030 [10] Company Insights - Molson Coors (TAP) is focusing on market share growth through innovation and premiumization in the alcohol sector [7] - Boyd Gaming (BYD) is enhancing growth through property upgrades and strategic investments in the gambling industry [7] - Philip Morris International Inc. (PM) is transforming towards a smoke-free future, aiming for a majority of its revenue from reduced-risk products by 2030 [13][15] - MGM Resorts International (MGM) is well-positioned to capitalize on the recovery of the gaming and tourism industries, with a strong digital strategy through BetMGM [17][18] - Diageo Plc (DEO) is focusing on premiumization and innovation, with a strong portfolio of iconic brands and a strategy to enhance direct-to-consumer engagement [20][21][22]

影响价值圈层！创立于2011年，关注中国最具价值公司，是新中产的财富顾问。 以下文章来源于深蓝财经 ，作者深蓝财经 深蓝财经 . 作者 | 杨波 来源 | 深蓝财经 导语：接待费用下降，一切从简。当前茅台既面临短期价格波动与政策调整挑战，也展现出白酒行业结构性矛盾。 今天是贵州茅台股东大会召开日。在这个特殊的日子里，贵州茅台股价低开低走，顺便带动整个白酒板块重挫。一向敏锐的资本，嗅到了什么信号？ | | 代码 | | 名称 | 涨幅%1 | 现价 | | --- | --- | --- | --- | --- | --- | | 1 | 603198 | 融陆 | 迎驾贡酒 | -2.73% | 43.14 | | 2 | 000568 | 融陆 | 泸州老窖 | -2.62% | 122.98 | | 3 | 600809 | 訓 陆 | 山西汾酒 | -2.39% | 200.10 | | 4 | 600519 | 讀時 | 贵 务台 | -2.18% | 1578.98 | | 5 | 603369 | 融陆 | 交出线 | -2.06% | 46.16 | | 6 | 000596 | 副陆 | 古井 ...

Meeting Overview - The shareholders' meeting of Kweichow Moutai Co., Ltd. was held on May 19, 2025, at the Moutai Conference Center in Renhuai City, Guizhou Province [1] - The meeting was convened by the board of directors and chaired by Chairman Zhang Deqin, following legal and regulatory requirements [1] Voting Results - All proposed resolutions were approved with significant majority votes, including: - A resolution with 911,255,695 votes in favor (99.8666%) [1] - Another resolution with 912,070,535 votes in favor (99.9559%) [1] - A resolution regarding the appointment of Tianjian Accounting Firm for the 2025 financial audit, approved with 907,643,926 votes in favor (99.4708%) [2] Shareholder Participation - The meeting included participation from ordinary shareholders and preferred shareholders with restored voting rights, excluding shares in the company's repurchase account [1] - The voting method combined on-site and online voting, ensuring compliance with the Company Law and Articles of Association [1] Legal Verification - The meeting was witnessed by lawyers from King & Wood Mallesons, confirming that the convening and procedures adhered to relevant laws and regulations [2]

以下文章来源于懂酒谛 ，作者懂酒哥 懂酒谛 . 懂酒谛新媒体以财经视角解读酒业新动态新趋势，传播中华酒文化，丰富国人品质生活。 作者 | 懂酒谛 来源 | 懂酒谛 导语 ： 抢占宴席市场，能否让茅台1935重回巅峰？ 茅台1935作为曾经的传奇，创下了难以复制的战绩。然而，登高摔重，如今的茅台1935价格倒挂严重，早已脱 离千元价格带。5月16日，"今日酒价"公众号名酒批发价信息显示，茅台1935的价格约为750元，相比年初有所 回升，但距离1000元的基准线仍有较大差距。 | 茅台酱香 MOUTA | | | 2025年5月16日 (公众号: 今日酒价) | | --- | --- | --- | --- | | 品名 | 规格 | 昨日行情 | 今日行情 | | 2 茅台1935 | 53度/500ml | 750 | 750 | | 2 汉酱(铂金蓝) | 51度/500ml | 202 | 505 | | 汉酱(匠心传承) | 53度/500ml | 340 | 340 | | 2 汉酱(音) | 51度/500ml | 320 | 320 | | 汉酱(135bc) | 51度/500ml | ર ...

微信编辑 | 苏小 推荐阅读 利好！央行等五部门发力 2025.05. 17 贵州茅台消息，5月16日，茅台集团党委副书记、总经理王莉一行到访五粮液，与五粮液集团（股 份）公司党委书记、董事长曾从钦，五粮液股份公司党委副书记、副董事长、总经理华涛深入座谈交 流。双方一致认为，应对当前白酒行业周期性调整，离不开攻坚克难的精神，更需要团结一心的合 力。未来，双方将进一步完善常态化交流合作机制，在更高层次、更大范围协作共进，携手为中国白 酒行业高质量发展作出更大贡献。 ...

Core Viewpoint - The meeting between Moutai Group and Wuliangye Group emphasizes the need for collaboration and resilience in response to the cyclical adjustments in the liquor industry [1] Group 1: Company Collaboration - Moutai Group's General Manager Wang Li and Wuliangye Group's Chairman Zeng Congqin discussed the importance of unity and cooperation to tackle current industry challenges [1] - Both companies agreed to enhance their regular communication and cooperation mechanisms for better collaboration at higher levels and broader scopes [1] Group 2: Industry Context - The liquor industry is currently experiencing a cyclical adjustment, necessitating a collective effort from leading companies to navigate the challenges [1]

Group 1 - Cervecerias Unidas (CCU) has gained approximately 25.2% year-to-date, outperforming the average gain of 5% in the Consumer Staples sector [4] - The Zacks Rank for Cervecerias Unidas is currently 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for CCU's full-year earnings has increased by 10.5% over the past quarter, reflecting improving analyst sentiment [3] Group 2 - Cervecerias Unidas belongs to the Beverages - Alcohol industry, which consists of 17 individual stocks and is currently ranked 84 in the Zacks Industry Rank [5] - Stocks in the Beverages - Alcohol industry have gained about 9.4% year-to-date, indicating that CCU is performing better than its industry peers [5] - Another stock in the Consumer Staples sector, Monster Beverage, has a year-to-date return of 18.6% and also holds a Zacks Rank of 2 (Buy) [4][6]

Industry Dynamics - In early May 2025, the national white liquor price index decreased by 0.05% to 99.95, with famous liquor down 0.04% and local liquor down 0.12, while base liquor remained stable at 100.00 [4] - The wholesale price index for white liquor increased by 8.84% year-on-year, with famous liquor up 10.92% [4] - Analysts attribute the decline in the price index to industry adjustments, weak consumption, and a restructuring of the pricing system, particularly in wedding banquet scenarios [4] - Four new liquor industry standards will be implemented starting November 1, 2025, covering various fruit wines and cooking yellow wine [5] - The "Chinese Whisky Plan" aims to tackle common technical challenges in the whisky industry with a budget exceeding 5 million yuan, targeting the establishment of core patents and technical guidelines within two years [7] - Guizhou province announced 11 liquor projects with a total investment of approximately 9.42 billion yuan, focusing on various production and logistics initiatives [7] - The establishment of the Qionglai Wine Industry College aims to foster innovation and collaboration between government, academia, and industry [8] Company Dynamics - Moutai's sauce-flavored liquor company has selected three e-commerce platforms for its theme terminal store operations, including Meituan, Ele.me, and Douyin [9] - Several personnel changes have occurred in various liquor companies, including new appointments at Hebei Hengshui Laobaigan and Moutai Cultural Tourism [9] - Zhenjiu Lidou plans to launch a new mid-to-high-end product priced between 500 to 600 yuan, targeting the market segment around 2000 yuan [10] - Hong Kong-listed China Environmental Energy has changed its name to "Du Fu Liquor Group," focusing on modern liquor production and sales [11]