会员店供应链专家交流——零食、乳制品、保健品等分享 20250604 摘要 友友鸭掌在山姆会员店渠道销售额稳步增长，三月至五月分别为 2,700 万元、2,730 万元和 2,800 万元，显示出较强的市场需求和增长潜力， 值得关注其供应链和市场策略。 清甜时光四月试卖销售额为 220 万元，五月因原材料供应恢复至 695 万元，表明产品具有市场潜力，但供应链稳定性是关键风险因素，需关 注其供应链管理能力。 蛋黄鹌鹑蛋五月销售额因季节性和负面新闻影响降至 1,500 万元，此前 三四月均为 1,700 万元，表明品牌面临市场波动风险，需关注其危机公 关和产品质量控制。 周黑鸭经典蘸料包四月销售额为 185 万元，五月增长至 340 万元，表 明新品市场接受度高，但可能蚕食现有产品市场份额，需关注其产品组 合策略和市场定位。 提拉米苏销量稳定在 950 万至 1,000 万元，但因保质期短，区域分散生 产，供应链管理复杂，需关注其生产和物流效率。 Q&A 今年食品饮料行业的品牌品类创新和产品创新对业绩产生了哪些积极影响？ 今年，许多小食品公司、乳制品公司以及保健品相关公司通过品牌品类创新和 产品创新，带来了新产 ...

Available Now in All 50+ Locations of Bluestone Lane Cafés and Coffee Shops, the Iced Coffee Drinks are Made with Clean, Functional Ingredients to Optimize EnergyBOULDER, Colo., June 4, 2025 /PRNewswire/ -- Laird Superfood, Inc. (NYSE: LSF), a leader in functional coffee, creamers, and superfood products made with minimally processed ingredients, has partnered with Bluestone Lane, the Australian-inspired specialty coffee roaster and café chain, to offer Laird Superfood Latte and Laird Superfood Mocha, iced ...

证券代码：603288 证券简称：海天味业 公告编号：2025-026 佛山市海天调味食品股份有限公司 第六届董事会第六次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 佛山市海天调味食品股份有限公司（以下简称"公司"）第六届董事会第六 次会议通知于 2025 年 5 月 29 日以专人送达或电子邮件方式发出，会议于 2025 年 6 月 3 日在佛山市禅城区文沙路 16 号公司会议室以现场结合通讯的方式召开。 本次会议应出席董事 9 人，实际出席 9 人，董事会秘书等高级管理人员列席会议。 本次会议由公司董事长程雪女士召集和主持。本次会议的召集、召开和会议程序 符合有关法律、法规及《公司章程》的规定。 二、董事会会议审议情况 根据公司 2024 年第二次临时股东大会的授权，为本次发行上市之目的，董 事会同意根据香港交易及结算所有限公司的修改意见修订本次发行上市后适用 的《佛山市海天调味食品股份有限公司章程（草案）》。 上述文件详见公司同日登载于上海证券交易所网站（www.sse.com. ...

证券代码：603288 证券简称：海天味业 公告编号：2025-027 佛山市海天调味食品股份有限公司 关于修订公司于 H 股发行上市后适用的 《公司章程（草案）》的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （以下简称"公司"） 召开了 2024 年第二次临时股东大会，审议并通过了《关于制定公司于 H 股发行 上市后适用的 <公司章程 草案="草案"> 及相关议事规则（草案）的议案》。该次股 东大会授权董事会及其授权人士，为本次发行上市之目的，根据境内外有关政府 部门和监管机构的要求与建议以及本次发行上市的实际情况等，对《佛山市海天 调味食品股份有限公司章程（草案）》（以下称"《公司章程（草案）》"）进 行调整和修改。 际持有人意思表示进行申报的除外。 香港法律不时生效的有关条例所定义 （一）《公司章程（草案）》对照表 《公司章程（草案）》 修订后的《公司章程（草案）》 第十五条 公司的股份采取股票的形 第十五条 公司的股份采取记名股票 式。 的形式。 第三十一条 公司依据证券登记机构提 第三十一条 公司依据证券登 ...

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Summary of Kraft Heinz Company Conference Call Company Overview - **Company**: Kraft Heinz Company - **Key Executives**: Carlos Abrams Rivera (CEO), Andre Maciel (CFO) Industry Context - **Consumer Health**: The year has been challenging for many companies, with unexpected pressures on consumer health due to high interest rates and inflation affecting various socioeconomic classes [5][6] - **Market Dynamics**: The company is focusing on providing value to consumers amidst economic pressures, emphasizing the importance of quality products at affordable prices [6][7] Core Business Insights - **Brand Growth System**: Kraft Heinz is implementing a proprietary system to enhance product quality, packaging, and marketing, aiming to better meet consumer needs [9][10] - **Product Innovations**: Introduction of family-sized mac and cheese packs priced at $2 to cater to families seeking value [11] - **Market Strategy**: The company is diversifying its channels, moving towards stadiums and leisure venues to improve margins and reduce reliance on restaurants [12] Financial Strategy - **Strategic Transactions**: The company is evaluating potential strategic transactions to unlock shareholder value, believing its stock is currently undervalued [14] - **Investment Focus**: Kraft Heinz plans to invest approximately $300 million in pricing strategies to maintain competitiveness without relying heavily on promotions [16][17] - **Marketing Investment**: The marketing budget is set to reach 4.8% of net sales, the highest in over a decade, to support product quality and communication [22] Operational Efficiency - **Productivity Initiatives**: The company has made significant investments in supply chain efficiency, technology, and marketing effectiveness, leading to improved ROI on promotions [53][54] - **Sustainability Efforts**: Kraft Heinz is reducing food waste in factories by 40% through improved operational practices [59] Regulatory Environment - **Government Regulations**: The company is proactively addressing potential regulations regarding artificial colors and SNAP (Supplemental Nutrition Assistance Program) exposure, with a significant portion of its portfolio already compliant [66][70] Future Outlook - **Stabilization and Growth**: The company views 2025 as a year of stabilization, with ambitions for growth in 2026 and a return to performance targets in 2027 [74][76] - **Commitment to Investment**: Despite challenges, Kraft Heinz is committed to investing in its brands and operations to navigate the current market landscape [78] Additional Insights - **Employee Engagement**: The company has seen high employee engagement levels, indicating a strong internal culture focused on efficiency and ownership [72] - **Consumer Trends**: There is a bifurcation in consumer behavior, with premium products growing while value-seeking consumers are also significant [19] This summary encapsulates the key points discussed during the Kraft Heinz Company conference call, highlighting the company's strategies, market conditions, and future outlook.

Core Insights - Stagwell returns as the official LIONS Sport Partner for the Cannes Lions International Festival of Creativity in 2025, featuring a variety of special programming and new partnerships with notable athletes and celebrities [1][2][10] Group 1: Event Highlights - The event will include the second annual Wine & Spirits Festival, a speakeasy honoring Hall of Fame inductees Carmelo Anthony and Sue Bird, and daily workouts such as a pickleball competition and guided runs with Olympic Gold Medalist Sir Mo Farah [1] - New partners for SPORT BEACH 2025 include Nancy Kerrigan Solomon, Ryan Reynolds, Sloane Stephens, and Dwyane Wade, who will participate in various programming throughout the week [2][5] Group 2: Athlete and Partner Profiles - Nancy Kerrigan Solomon is a two-time Olympic medalist and US National Champion in Figure Skating, recognized for her advocacy work and contributions to the Nancy Kerrigan Foundation [5] - Ryan Reynolds is a Canadian actor and entrepreneur known for the Deadpool franchise, which has grossed over $2 billion globally, and for his various successful business ventures [5] - Sloane Stephens is a Grand Slam champion and founder of a clean body care brand, impacting over 15,000 youth annually through her foundation [5] - Dwyane Wade is an NBA Champion and Hall of Famer with numerous entrepreneurial investments and philanthropic efforts, including co-founding the Social Change Fund United [5] Group 3: Media and Brand Partnerships - Boardroom, co-founded by Kevin Durant, focuses on the intersection of sports, entertainment, and business, reaching over 52 million unique visitors monthly [4][6] - Integral Ad Science (IAS) provides media measurement and optimization services, ensuring ads are seen in safe environments while improving return on ad spend [6] - Life Time is a modern lifestyle brand with over 180 Athletic Country Clubs, recognized as one of Fast Company's Most Innovative Companies of 2025 [6] - Minute Media operates leading sports content brands and reaches 200 million monthly users, enhancing digital content experiences [6] Group 4: Additional Partnerships - Previously announced partners for SPORT BEACH include major brands and organizations such as Adobe, NBCUniversal, and PayPal, showcasing a diverse range of industries involved [8]

Trade Tensions and Market Impact - President Trump accused China of violating tariff agreements, leading to a decision to double steel tariffs from 25% to 50% [1] - Cleveland-Cliffs saw a significant stock surge of +24% following the tariff announcement [2] - Major indexes like the Dow, Nasdaq, S&P 500, and Russell 2000 experienced declines, with the S&P 500 down -20 points [2] Labor Market Insights - The upcoming week is designated as Jobs Week, with key reports including Job Openings and Labor Turnover Survey (JOLTS) and the U.S. Employment Report from the Bureau of Labor Statistics (BLS) [3][4] - Expectations for job gains are set at +112K for ADP and +125K for BLS, with potential narratives of labor market loosening if results show notable weakness [4] - The U.S. labor force has been underestimated, with a current unemployment rate expected to remain low at 4.2% despite recent increases [6] Company Earnings Reports - Campbell's Company reported fiscal Q3 earnings of 73 cents per share, exceeding expectations by +12% but slightly below the previous year's quarter [7][8] - Revenues for Campbell's reached $2.48 billion, surpassing expectations by +1.55% and showing growth from $2.37 billion year-over-year [8] Economic Indicators - Anticipation for S&P Manufacturing PMI and ISM Manufacturing reports, with S&P expected at +52.3 and ISM projected to decrease to +48.5 [9] - Construction Spending for April is expected to show a positive change of +0.2% after a -0.5% decline in March, following a trend of negative spending in recent months [10]

Trade and Market Impact - Trade tensions are affecting market performance, with President Trump accusing China of violating tariff agreements and announcing a doubling of steel tariffs from 25% to 50% [1] - Cleveland-Cliffs (CLF) has seen a significant increase of +24% in stock price due to these developments [2] - Major indexes such as the Dow, Nasdaq, S&P 500, and Russell 2000 are experiencing declines, with the S&P 500 down -20 points [2] Labor Market Insights - The upcoming Jobs Week includes key reports such as Job Openings and Labor Turnover Survey (JOLTS), ADP private-sector payrolls, Weekly Jobless Claims, and the U.S. Employment Report [3][4] - Expectations for job gains are set at +112K for ADP and +125K for BLS, with potential narratives of labor market loosening if these figures show weakness [4] - The U.S. labor force has been underestimated, with a current unemployment rate expected to remain low at 4.2% despite recent increases [6] Company Earnings Reports - Campbell's Company (CPB) reported fiscal Q3 earnings of 73 cents per share, exceeding expectations by +12% but slightly below the previous year's quarter [7][8] - Revenues for Campbell's reached $2.48 billion, surpassing expectations by +1.55% and showing growth from $2.37 billion year-over-year [8] Economic Indicators - The S&P Manufacturing PMI is expected to remain above the key 50-level at +52.3, while ISM Manufacturing is projected to decrease to +48.5% [9] - Construction Spending for April is anticipated to show a positive change of +0.2% after a -0.5% decline in March [10]

今年夏天，最火爆的赛道是新中式冰淇淋！ 有品牌复刻"唐宋风味"，15平小店日营业额1.7万，不到半年开出50+门店，更立下千店的扩张目标。 一批本土冰淇淋品牌趁势崛起，波比艾斯门店过千，野人先生门店数翻倍增长。 现制冰淇淋的黄金时代到来了？ 半年连开50+门店 "新中式冰淇淋"迅速蹿红 "《知否》同款蜜浮酥柰花，9元就能尝到！" 继新中式糖水铺走红后，新中式冰淇淋正成为消费市场的新焦点。 来自长沙的栀否栀否·新中式冰淇淋糖水铺（以下简称栀否），自去年11月底开出首店以来备受行业关注，不到半年开出50家门店（另有40+门店正在装 修）。 产品从中国唐宋时期的酥山、冰酪中找灵感，将冰淇淋与糖水相结合，名字古色古香，造型别出心裁。据了解，有消费者一天最多购买4次。 网友分享最多的，是售价9元一份的栀子浮奈花，对应影视剧《知否知否应是绿肥红瘦》提到的蜜浮酥柰花——"古人的快乐终于懂了！" 门店亦是古色古香，以绿色和原木色为主，用廊角搭配镂空的格栅花窗，营造江南园林意境。 茶颜悦色也在加码中式冰淇淋，酥山糖水铺的规模进一步扩大。截至今年4月，茶颜旗下已有400多个门店开设了酥山糖水铺子，2.9元/支的酥山冰淇淋成 为消 ...