以下文章来源于轻食online ，作者cici 轻食online . 轻食圈行业资讯、深度观察 奶酪+馒头 反差感CP火了 这届年轻人，连馒头都要吃出仪式感。在小红书平台上搜索"奶酪馒头"，相关笔记已达1万+篇，其中一 款高赞笔记就是对盒马奶酪馒头的复刻教程，可以看出年轻人对这款产品的喜爱。 以盒马这款"手作奶酪馒头"为例，品牌介绍添加了四重奶制品入馅，0香精、0色素、0泡打粉、0防腐 剂、0食用盐，5大0添加；奶酪的加入一定程度上改善了馒头易干裂的问题，口感更加轻柔绵软，满满 奶酪馅心，奶酪中的蛋白质、钙等营养元素被完美融入进去，无论是蒸制还是空炸都能激发出美味。 图片来源：盒马鲜生 深挖健康诉求 根据盒马APP，平均一个奶酪馒头卖到3.3元，头部品牌蒸笼头凭借"能蒸能烤会爆浆"的奶酪馒头年销 破6000万。 [1] 在盒马华东区，季节限定款樱花莓莓奶酪馒头才上架半个月，周环比销售增长直接飙 升50%，单店铺月销售1.3万单，成了当之无愧的爆品。 图片来源：小红书@苏苏爱吃醋 为什么年轻人会爱上一款"中西结合"的奶酪馒头？ 除了高颜值和中西合璧的反差感外，奶酪馒头爆火的底层逻辑，是消费者对早餐从"要吃饱"到 ...

消费热情燃爆市场活力 洽谈活跃折射转型新机 上午9时许，智能家居展区已人头攒动。湖北穿石智能展位的洗地机"70分钟续航""干湿垃圾一遍净"的功能讲解引发阵阵赞叹。攀升科技展台 前，年轻消费者正体验定制电脑的3D设计功能，工作人员表示："上午已接待30余组专业客商咨询。" 4月26日，由商务部、湖北省商务厅主办的外贸优品中华行湖北站暨"乐购湖北"消费季活动在黄陂汉口北国际贸易城开幕。作为全国首轮内外 贸一体化试点省份的标志性实践，活动首日即吸引10万人次到场，智能科技、国潮设计、跨境好物交织成消费升级的澎湃图景。 汉口北中心广场各大展区内，智能科技与荆楚文化上演跨界对话。外贸优品区成为科技迷的"朝圣地"，可监测心率变化的智能运动衣、支持60 国语言实时翻译的AR眼镜引发体验热潮；焕新智享区内，格力零碳源空调、海尔智慧厨房套组通过能耗数据可视化，让消费者感知绿色生活 的真实价值。 "没想到外贸产品能这么'懂'人！"在荆楚臻味专区，市民张先生试吃十堰特产品牌"李二鲜鱼火锅"带来的各种"鱼宴"后感叹。该专区集结数百 款荆楚创新美食，让国际口味嫁接本土基因。传世楚韵专区则上演非遗与潮玩的化学反应：曾侯乙编钟造型蓝牙音箱 ...

继去年集团CEO换人后，雀巢又有新的高层变动，这次是中国市场负责人的变更。 近日，雀巢集团宣布任命马凯思（Kais Marzouki）为大中华区市场负责人，现任大中华区市场负责人张 西强将卸任，2025年7月1日起生效。根据安排，双方将在5月开始进行交接。张西强将在今后的18个月 中继续担任公司战略顾问。 与此同时，张西强也有了新的职业动向，将加入由元气森林创始人唐彬森创办的挑战者创投，担任运营 合伙人。新老负责人交接背后，雀巢对于中国市场的重视程度不断提高，同时持续加码中国市场投资。 雀巢中国时隔三年多换帅 新负责人是雀巢"老将" 公开资料显示，马凯思拥有欧洲管理学院管理学硕士学位，于1995年加入雀巢集团，现任雀巢菲律宾董 事长兼首席执行官。此前曾在雀巢担任多个重要职务。在本次新任命之前，他于2018年7月起就出任雀 巢菲律宾董事长兼首席执行官。在更早前，他还担任过雀巢中非和西非地区首席执行官等职位。 值得关注的是，作为"老将"的马凯思受到雀巢新任全球CEO傅乐宏的赏识，后者曾多次赞扬菲律宾市场 的本土化创新，称"10个当地家庭中有9个都购买雀巢产品。"在马凯思的带领下，雀巢在菲律宾市场上 取得了业务的显 ...

市场概况： 上周（4月21日至4月25日）A 股市场呈现显著的结构性分化特征，A 股市场呈现 "中 小盘成长领涨、大盘价值承压" 的分化格局。上证指数微涨 0.56%，深证成指上行1.38%，创业板 指表现强劲，上涨超过1.5%，万得微盘指数上涨2.52%，涨幅领先其他宽基指数，反映资金加速 向高弹性小盘股聚集。全周上证指数上涨0.56%，深证指数上涨1.38%，创业板指上涨1.74%。 行业板块： 上周Wind一级平均涨幅0.76%，Wind百大概念指数上涨比例78%。板块方面，77% 板块获得正收益，汽车、美容护理、基础化工相对表现良好，分别上涨4.87%、3.80%、2.71%， 而煤炭、房地产、食品饮料相对表现不佳，小幅下跌0.63%、1.31%、1.36%。 基金发行： 上周合计发行27只，其中股票型基金发行17只，混合型基金发行4只，债券型基金发行 5只， FOF型基金发行1只，总发行份额245.79亿份。 基金表现 ： 上周万得中国基金总指数上涨0.81%。其中，万得普通股票型基金指数上涨1.66%， 万得偏股混合型基金指数上涨1.90%，万得债券型基金指数上涨0.03%。 数据来源：Wind ...

Core Points - Danone's Shareholders' Meeting approved all resolutions, including financial statements for the 2024 fiscal year and a dividend distribution of €2.15 per share, reflecting a 2.4% increase from the previous year [3][4] - The meeting also confirmed the renewal of terms for key executives, including the CEO and independent directors, and highlighted Danone's sustainability strategy and development perspectives [4][6] - Danone continues its global Employee Share Subscription Plan, allowing approximately 85% of its employees worldwide to subscribe to new shares at a 30% discount, reinforcing employee engagement and ownership [6][7] Financial Highlights - 72.66% of Danone's total outstanding share capital was present or represented at the Shareholders' Meeting [2] - The dividend of €2.15 per share will be payable on May 7, 2025, with the ex-dividend date set for May 5, 2025 [3] - Danone generated €27.6 billion in sales in 2023, indicating strong market performance [7] Strategic Initiatives - Danone's "Renew" strategy aims to restore growth, competitiveness, and long-term value creation [7] - The company is committed to achieving measurable impacts in nutrition, social responsibility, and environmental sustainability [7] - Danone's ambition includes obtaining B CorpTM certification globally by 2025 [7]

Core Insights - The report by Lisi Strategic Consulting focuses on the outbound market for ready-to-drink beverages, particularly in Southeast Asia, highlighting the rapid growth of Chinese tea and coffee brands since 2017 [1] Ready-to-Drink Tea Segment - The outbound expansion of Chinese tea brands began in 1999 with ShareTea in Malaysia, and the period from 2017 to 2021 is identified as a golden era for these brands [2] - Key players like Heytea, Mixue Ice City, and Bawang Tea have accelerated their overseas presence, with Mixue Ice City having over 1,300 stores in Vietnam and over 2,600 in Indonesia [2] - Southeast Asia is seen as the best initial market for Chinese tea brands due to geographical advantages and cultural similarities, although market entry strategies vary by brand [2] - The report predicts a competitive era for Chinese tea brands globally, with significant challenges in adapting to diverse Southeast Asian markets [3] - Five major predictions for the future of the Southeast Asian tea market include the decline of Taiwanese milk tea, the rise of Chinese tea brands, and the importance of continuous product innovation [3][4] Ready-to-Drink Coffee Segment - Unlike tea, coffee is considered a foreign product in China, making the competitive landscape in Southeast Asia more complex for Chinese coffee brands [5] - The report identifies Luckin Coffee and Kudi as the leading Chinese coffee brands currently entering the Southeast Asian market [5] - Southeast Asia is viewed as a critical market for Chinese coffee brands, not only for its size but also as a testing ground for global brand strategies [5] - The report highlights the unique characteristics of coffee markets in different Southeast Asian countries, indicating that local market dynamics mirror those in China [6] - Opportunities for Chinese coffee brands include the potential in the economy segment, faster market differentiation in the high-end segment, and diverse store model innovations [7]

Core Insights - The grocery shopping landscape has undergone significant changes, necessitating leaders who are adept in omnichannel strategies that integrate online, in-store, mobile, and social commerce [2][3] - Cornell University's Omnichannel Leadership Program, in collaboration with industry leaders like Kellanova, aims to equip professionals with the necessary skills to navigate this transformation [3][4] Program Overview - The Omnichannel Leadership Program is now in its fourth year and has trained 136 professionals from 54 different companies, addressing the skills gap in omnichannel leadership [5][6] - The program features a combination of cutting-edge research from Cornell faculty and practical applications from industry leaders, ensuring a rigorous and actionable learning experience [5][6] Unique Features - The program limits attendance to 50 participants to foster deep discussions and meaningful networking opportunities [6] - The curriculum is updated annually to include the latest trends such as AI, customer experience, data analytics, and ESG, providing participants with relevant best practices [6] - Participants earn the Omnichannel Leadership Certificate from the Cornell SC Johnson College of Business, enhancing their credentials [6] Future Directions - The 2025 Omnichannel Leadership Program will take place from June 23-26 at Cornell Tech in New York City, focusing on AI-driven commerce, data analytics, and next-generation customer engagement strategies [7] - Kellanova emphasizes the importance of investing in its workforce as a means to secure the future of the industry, showcasing the value of collaboration between academia and industry [8] Company Profile - Kellanova is a leader in global snacking, international cereal and noodles, and North America frozen foods, with net sales of approximately $13 billion in 2024 [9] - The company aims to create better days and promote sustainable and equitable food access, targeting to impact 4 billion people by 2030 [10]

Core Points - PepsiCo will hold its virtual annual shareholders' meeting on May 7, 2025, at 9 a.m. Eastern Daylight Time, which will be accessible online [1] - Shareholders as of February 27, 2025, are entitled to participate and vote at the meeting [1] - The company generated nearly $92 billion in net revenue in 2024, supported by a diverse portfolio of beverages and convenient foods [3] Company Overview - PepsiCo products are consumed over one billion times daily across more than 200 countries and territories [3] - The product portfolio includes iconic brands such as Lay's, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream, with many brands generating over $1 billion in estimated annual retail sales [3] Strategic Vision - PepsiCo aims to be the global leader in beverages and convenient foods through its pep+ strategy, which focuses on sustainability and human capital [4] - The pep+ initiative emphasizes creating value and growth while operating within planetary boundaries and inspiring positive change for both the planet and people [4]

Core Insights - The tea beverage market is experiencing a seasonal sales peak as the "May Day" holiday approaches, with Meituan offering "0 yuan coupons" to its black diamond members for various tea drinks and fast food options [1][3] - Popular tea brands such as Bawang Chaji, Nayuki, and Luckin Coffee are participating in this promotional campaign, providing customers with significant discounts on new and popular products [1][2] Group 1: Promotional Activities - Meituan has launched a campaign targeting black diamond members, allowing them to order select tea drinks and fast food items for free, valid through the May Day holiday [1][3] - The promotion includes popular items like Bawang Chaji's "Bo Ya Jue Xian" and Nayuki's "Rich Cheese Coconut," with customers able to choose multiple items at no cost [1][2] Group 2: Market Trends - Since April 20, the order volume for beverage categories has remained the highest among all restaurant categories, with a 110% week-on-week increase in searches for summer-themed drinks [2][3] - New product launches in the tea beverage sector have surged, with a nearly 30% increase in the number of tea brands offering new products compared to the same period last month [3]

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