近日，#雪糕刺客开始倒闭了#这一话题登上热搜，引发网友讨论。所谓"雪糕刺客"，指的是那些外表看似普通，实则价格高得离谱，且在售卖时不明码标 价的雪糕产品。过去，一支动辄几十元的雪糕，让消费者在结账时毫无防备，被价格狠狠"刺痛"。可如今，市场形势风云突变，这些"雪糕刺客"纷纷陷入 困境，几近倒闭边缘。 山楂气泡美式咖啡 椰椰冰沙咖啡 2018年，钟薛高推出一款售价高达66元的"厄瓜多尔粉钻"雪糕，其卖点是在硬壳中使用了厄瓜多尔可可粉，这款商品在电商平台上一天内卖出了20000多 支，一战成名。曾经风光无限、以高价定位在市场掀起波澜的钟薛高，到后来深陷舆论风波，再到旗下子公司被申请破产审查。2025年6月，钟薛高子公 司钟茂（上海）食品科技有限公司新增破产审查案件，申请人为上海安得列郎晴食品贸易有限公司。信息显示，钟茂（上海）食品科技有限公司成立于 2020年6月，注册资本1000万，由钟薛高食品（上海）有限公司全资持股。据天眼查数据显示，钟薛高旗下公司多次成为被执行人，被执行总金额超8000 万元，存在多条限制消费令和失信被执行人信息。 钟薛高天猫旗舰店目前仍处于营业状态，但店铺内商品陈列已大幅缩减，仅有少量单 ...

Group 1 - Taobao Flash Sale launched a subsidy plan totaling 50 billion yuan, showing significant results within the first week, with 4,124 brands achieving peak sales 9,818 times [1] - The order volume for restaurant chain brands on Taobao Flash Sale increased by over 190% week-on-week, with various food categories seeing order growth exceeding 150% [1] - Small and medium-sized chain brands accounted for over 50% of the participating merchants, indicating a strong boost in urban consumption vitality [1] Group 2 - The subsidy program aims to break the "involution" competition among merchants, effectively stimulating urban consumption and providing business growth for small and medium-sized enterprises [2] - In Nanjing, the business of a local merchant saw over 100% growth due to the combined effect of the subsidy and a popular event, with over 60% of the orders coming from new customers [2] - Experts believe that the subsidy policy has successfully stimulated new consumption momentum, highlighting the importance of confidence in the market [2]

How Kettle & Fire Turned Bone Broth Into A $100 Million Business https://t.co/lpPxRRNAAO https://t.co/lpPxRRNAAO ...

Strategic Product Expansion Targets Premium Coffee Consumers and Growing Demand for Clean, Adaptogenic BeveragesBOULDER, Colo., July 9, 2025 /PRNewswire/ -- Laird Superfood, Inc. (NYSE: LSF), a leader in functional coffee, creamers, and superfood products made with simple, minimally processed ingredients, launched Perform Whole Bean Coffee and Perform Decaf Coffee, providing clean, functional mushroom coffee for every brew style. Laird Superfood launches Perform Whole Bean and Perform Decaf mushroom cof ...

How Crumbl Devoured America https://t.co/JigY1RBIV5 https://t.co/JigY1RBIV5 ...

Core Viewpoint - The consumer staples sector is viewed as a safe investment during economic uncertainty, as it includes companies that produce essential goods that people need daily [1][5]. Group 1: Definition and Characteristics of Consumer Staples - Consumer staples stocks consist of companies that produce or sell basic goods, such as groceries and personal-care items [6]. - The Global Industry Classification Standard (GICS) categorizes the Consumer Staples sector as including food and staples retail, food and beverage production, and household and personal product manufacturing [7]. - These stocks are considered defensive, generating stable revenues and producing significant free cash flow, often returned to shareholders as dividends [8]. Group 2: Investment Rationale - Investors are drawn to consumer staples stocks because they provide a steady demand for necessities, making them less sensitive to economic fluctuations [8]. - Historical performance shows that consumer staples outperformed the S&P 500 during major downturns, such as the Great Recession and the COVID-19 crash [10]. - Despite their defensive nature, consumer staples may have limited growth potential during economic expansions, as demand for basic goods does not significantly increase [11]. Group 3: Identifying Quality Consumer Staples Stocks - A quality screen for consumer staples stocks includes criteria such as being part of the S&P Composite 1500, having a long-term estimated earnings-per-share growth rate of at least 5%, and having at least five covering analysts [12][13][14]. - Stocks should also have a consensus Buy rating of 2.5 or less and a dividend yield of at least 1.5% to ensure they provide better income than the S&P 500 [15][16]. Group 4: Recommended Consumer Staples Stocks - The following companies are highlighted as strong consumer staples stocks based on the outlined criteria: - Dollar General (DG): Long-term EPS growth of 6.5%, consensus rating of 2.39, dividend yield of 2.1% [16] - Tyson Foods (TSN): Long-term EPS growth of 19.6%, consensus rating of 2.29, dividend yield of 3.5% [16] - Kroger (KR): Long-term EPS growth of 6.1%, consensus rating of 2.16, dividend yield of 1.8% [16] - Sysco (SYY): Long-term EPS growth of 6.1%, consensus rating of 2.10, dividend yield of 2.6% [16] - Keurig Dr Pepper (KDP): Long-term EPS growth of 7.2%, consensus rating of 1.91, dividend yield of 2.7% [16] - Philip Morris International (PM): Long-term EPS growth of 11.4%, consensus rating of 1.88, dividend yield of 3.0% [16] - Coca-Cola (KO): Long-term EPS growth of 6.1%, consensus rating of 1.62, dividend yield of 2.9% [16]

Group 1 - WK Kellogg's shares increased by over 50% following reports of a potential acquisition by Ferrero for approximately $3 billion [1] - Ferrero, known for its hazelnut chocolates, may finalize the acquisition of WK Kellogg as soon as this week [1] - WK Kellogg, which produces popular cereals like Froot Loops and Frosted Flakes, became a standalone company in 2023 after spinning off from Kellanova, which now includes snack brands like Pringles and Cheez-It [2]

Key Takeaways DEO posted 5.9% organic net sales growth with a 3.1% boost from price/mix in Q3 FY25. North America led gains with strong tequila demand and premium restocking driving a 6.2% sales rise. DEO's $500M Accelerate program backs brand investment and premium focus amid cost and tariff pressure.Diageo plc’s (DEO) third-quarter fiscal 2025 results underscore its continued commitment to premiumization, reflected in strong organic net sales growth of 5.9% and a positive price/mix contribution of 3.1%. ...

Core Insights - The Coca-Cola Company (KO) demonstrated resilience with a 6% year-over-year organic revenue growth in Q1 2025, despite volume softness in North America due to weak Hispanic consumer sentiment and calendar shifts [1][9] - Key brands like Coca-Cola Zero Sugar and fairlife have been significant contributors to growth, with fairlife adding the most retail dollars to the U.S. beverage sector [2] - The company is implementing strategies focused on affordability, faster decision-making, and hyperlocal marketing to reaccelerate growth, particularly through campaigns like "Hecho en Mexico" and "Made in the USA" [3] - Coca-Cola's robust brand portfolio valued at $30 billion and its extensive local distribution network position it well to navigate macroeconomic uncertainties [4] North America Strategy - Coca-Cola's North America strategy emphasizes agility, affordability, and hyperlocal execution, providing strategic insights for peers like PepsiCo Inc. (PEP) and Monster Beverage Corporation (MNST) [5] - PepsiCo's North America strategy aligns with Coca-Cola's focus on zero-sugar sodas and functional hydration, achieving strong profit gains in its beverage unit while facing challenges in its food segment [6] - Monster Beverage's North America performance in Q1 2025 faced disruptions but core energy drink sales remained resilient, with a 1.9% increase in sales on a currency-adjusted basis [7] Financial Performance - KO shares have increased by 12.8% year-to-date, outperforming the industry's growth of 8.6% [8] - The company reported a forward price-to-earnings ratio of 22.71X, higher than the industry's 18.62X [10] - The Zacks Consensus Estimate indicates year-over-year earnings growth of 3.1% for 2025 and 8.2% for 2026, with recent upward revisions for 2025 earnings estimates [12]

Market Trends - Coffee retail prices have peaked for now [1] - Coffee retail prices remain vulnerable to tariff risks [1] - Coffee retail prices remain vulnerable to regulatory changes [1] Company Focus - Italian roaster Lavazza reports on coffee retail prices [1]