以下文章来源于沥金 ，作者沥金 沥金 . 数据驱动的消费创投智库，用深度内容和前沿洞察，助力企业成长，全网有近百万粉丝。 在货架上沉寂多年，松饼粉终于要翻红了？ 最近一款加点滋味的"捏捏装"松饼粉在抖音爆火，半年销量突破500万包，拿下抖音该品类TOP1。 除此以外，小鹿蓝蓝、花田熊、宝宝馋了等品牌也推出了类似的产品，在社交平台上拥有不小的声量。 松饼粉不是什么新鲜品类，早在1889年，就被美国R.T. Davis Milling Company首创，后被日本森永引进，金龙 鱼、安琪酵母等品牌也都推出过相关产品。 它的用法也很简单，算好比例用量，加上鸡蛋牛奶搅匀，就能下锅摊出松饼。 加点滋味松饼 来源：网络 瞄准精致妈妈 渗透小家庭 但因为消费习惯问题，国内相关产品的消费量人均仅相当于欧美国家的10%，所以这个品类在国内反响多少都 有些平淡。 但是最近这一轮翻红，有两个特点值得关注。 一是抓住国内消费者怕麻烦的心理，改进包装形态，采用了小包装定量的"捏捏装"，简化了使用步骤；二是 找到了更精准的人群，切入母婴人群和亲子场景。 从这个角度来讲，在松饼粉的核心配方和用法没变的前提下， 以加点滋味为代表的这一系列产 ...

Core Viewpoint - Hershey's stock has experienced a significant decline, dropping from a high of $196 to around $169, with further declines following disappointing earnings reports and cautious management outlooks [2][4][10]. Financial Performance - Hershey reported net sales of $3.18 billion, a 6.5% year-over-year increase, surpassing Wall Street's expectation of $3.12 billion [7]. - Organic sales growth was 6.2%, primarily driven by price increases, exceeding the analyst expectation of 3.6% [8]. - Adjusted gross margin fell to 31.8%, down 85 basis points year-over-year, attributed to higher commodity and tariff costs [8][9]. - Earnings per share were $1.30, down 44% year-over-year but better than the anticipated $1.07 [9]. Management and Strategic Changes - A new CEO, Kirk Tanner, took over in mid-August, bringing experience from Wendy's and PepsiCo [5]. - Management raised the full-year earnings forecast slightly, increasing the low end by 9 cents, which was viewed as disappointing given the earnings beat [10][11]. - The management's cautious tone during the earnings call indicated challenges in the Halloween season and a slower-than-expected start [11][12]. Market Reaction and Analyst Sentiment - The stock has been volatile, with significant sell-offs following earnings reports, reflecting investor concerns about the company's future [14]. - Analysts have begun to upgrade the stock, citing reduced uncertainty and potential moderation in cocoa prices as 2026 approaches [16]. - Despite the current challenges, there is a belief that the stock may be close to a bottom, with potential for future growth under new leadership [19].

Nexperia has been locked in a dispute with its Chinese unit after the Dutch government took control of Nexperia from its Chinese owner Wingtech on Sept 30.The EU is determined to find a diplomatic solution over the ownership of Dutch chipmaker Nexperia, the European Commission’s tech chief Henna Virkkunen has said.That’s all for today but you can read all the latest business and economic stories from The Telegraph here .Thanks for joining us on this live blog.Chris Beauchamp, an analyst at IG, said: “Next w ...

Core Insights - Mondelez International, Inc. (NASDAQ:MDLZ) reported $9.74 billion in revenue, surpassing analyst expectations, but projected a 15% drop in full-year EPS, up from a previous estimate of 10% [2] Group 1: Financial Performance - The company achieved revenue of $9.74 billion, exceeding analyst estimates [2] - Full-year EPS is expected to decline by 15%, which is a revision from the earlier estimate of a 10% decline [2] Group 2: Market Trends - Jim Cramer highlighted a shift in consumer behavior, noting that price-conscious Americans are opting for value over branded products, particularly in the biscuit category [2] - Cramer pointed out that consumers can purchase a Costco biscuit for one-third the price of a Mondelez biscuit, indicating a trend towards more economical choices [2]

Core Insights - Mondelez International reported a 5.87% year-over-year revenue increase to $9.744 billion in Q3, despite a 12.90% decline in gross profit to $2.612 billion and a 35.5% drop in operating profit to $744 million [1] - The revenue growth was primarily driven by higher net pricing, favorable currency effects, and an $870 million incremental net revenue from the acquisition of Chinese frozen bakery company Enxi Village, partially offset by unfavorable volume and product mix factors [1] - The operating profit margin decreased by 4.9% to 7.6%, with adjusted operating profit margin down 6.9% to 12.0%, mainly due to higher raw material costs and unfavorable product mix, although partially mitigated by higher net pricing and lower advertising costs [1] Revenue Breakdown - By product category, cookie revenue increased by 4.21% to $4.799 billion, chocolate revenue rose by 10.53% to $3.076 billion, gum and candy revenue grew by 2.74% to $1.051 billion, and cheese and everyday consumables revenue increased by 8.09% to $601 million, while beverage revenue declined by 8.44% to $217 million [4] - By geographic region, revenue from Europe grew by 10.6% to $3.674 billion, accounting for 37.71% of total revenue; North America saw a 0.4% decline to $2.815 billion, representing 28.89%; "Asia, Middle East, and Africa" revenue increased by 9.0% to $2.017 billion, making up 20.70%; and Latin America revenue rose by 2.8% to $1.238 billion, accounting for 12.71% [4] Cocoa Cost Impact - Mondelez International anticipates that cocoa costs will be lower in 2026 compared to this year, but will continue to face cocoa costs above historical levels in the near and medium term [2] - The CEO mentioned unprecedented price increases of approximately 30% for products in the European market to address rising cocoa prices, although some price hikes have exceeded consumer acceptance [2] - The company is also exploring smaller, lower-priced chocolate product offerings as a response to these challenges [2] China Market Challenges - The company faces significant pressure in the Chinese market, with revenue growth rates only in the single digits and even experiencing single-digit negative growth in Q3 due to the consumption environment [5] - Despite short-term pressures in China, the company remains optimistic about future growth in the market [5]

Core Insights - The article highlights the rise of Guizhou's sour soup as a significant regional delicacy, transitioning from local consumption to national popularity through e-commerce platforms like Pinduoduo [2][3][16] - The integration of traditional flavors with modern technology and marketing strategies has enabled local producers to scale their operations and reach broader markets [7][20] Group 1: E-commerce and Market Expansion - Pinduoduo's support for local brands has led to substantial sales growth, with one company reporting monthly sales exceeding 600,000 yuan since September [2][3] - The sour soup industry has seen a significant increase in online orders from regions outside of Guizhou, indicating a growing national demand [6][17] - The collaboration with local cultural events, such as the "Village Super" football matches, has helped boost the visibility and sales of Guizhou products [11][16] Group 2: Production and Technological Advancements - Guizhou's sour soup production has evolved from small family workshops to modern factories, with 58 production lines capable of producing over 150,000 tons annually [7][17] - Companies are focusing on standardizing production processes and improving fermentation techniques to enhance product quality and shelf life [7][9] - The introduction of digital management systems has streamlined operations, allowing for better quality control and increased production capacity [7][19] Group 3: Product Diversification and Consumer Trends - The sour soup market is diversifying with new product lines, including instant meals and beverages, to cater to younger consumers and changing dietary preferences [20][21] - The number of sour soup-related restaurants has surpassed 8,700, with a 40% annual growth rate, indicating a strong trend in the food service sector [14][15] - Companies are adapting their products to meet regional tastes, such as developing thicker sauces for markets outside of Guizhou [15][21] Group 4: Economic Impact and Community Development - The growth of the sour soup industry has created economic opportunities for local farmers, with some reporting an increase in income by 7,500 yuan per household [17][19] - Investments in production facilities and supply chain improvements are fostering sustainable agricultural practices and enhancing local economies [19][20] - The collaboration between companies and local farmers is strengthening the agricultural supply chain, ensuring high-quality raw materials for production [19][20]

Companies that produce certain natural, plant-based food products have struggled to generate adequate revenue and in some cases establish shelf space in mainstream grocery stores across the country since the Covid-19 pandemic. Iconic retail food producer Atlantic Natural Foods LLC, which was established in 1890, sells its products in retail stores and markets its plant-based products on Amazon, including its Loma Linda brand Big Franks vegan hot dogs, plant-based canned Tuno fish and canned Chik’n, neat p ...

Core Insights - Kraft Heinz Company (NASDAQ: KHC) is currently viewed as an attractive investment opportunity, rated five stars by Morningstar, with a 37% discount to fair value and a 4.5% dividend yield [1] - The company has shifted its strategy towards long-term profitable growth, supported by an upgraded economic moat rating indicating potential for excess returns on invested capital for at least the next decade [1] - Despite a 20% decline in share price over the past year, there is optimism regarding Kraft Heinz's ability to achieve modest earnings per share (EPS) growth through bolt-on acquisitions and share repurchases [2] Company Performance - Kraft Heinz is the third largest food and beverage company in the U.S. [2] - The company experienced mixed earnings results in the second quarter of 2025, with projected organic sales growth of only 1-2% in the medium term [2] - The combination of modest EPS growth and a dividend yield above 4% is expected to provide a competitive total return for investors [2]

Core Insights - Jack's Donuts franchisees are facing significant challenges due to the company's recent operational decisions and management issues [2][3][4] - The franchise operators have expressed a loss of confidence in the company's leadership, leading to a call for the CEO's resignation [3][4][5] - The parent company, Jack's Donuts, has filed for Chapter 11 bankruptcy, which jeopardizes the future of its franchise operators [5][7][9] Company Operations - Jack's Donuts opened a production and distribution center called The Commissary in October 2023, which required franchisees to stop making doughnuts in their stores [2] - Many franchisees complied, resulting in the sale of baking equipment and layoffs, which diminished their ability to produce their core product [2][6] - Franchisees reported a decline in customer satisfaction and loyalty after switching to doughnuts from The Commissary, with some comparing the quality to gas station donuts [3][5] Financial Situation - Franchise operators have noted a decline in sales, revenue, and customer loyalty over the past 18 months, attributing these issues to the CEO's leadership decisions [5] - Allegations of financial mismanagement and misappropriation of company funds have been raised against the company's leadership [5] - The bankruptcy filing has placed the future of the entire Jack's Donuts brand in jeopardy, with franchise operators scrambling to resume doughnut production [9][10]

Core Insights - Kellanov reported Q4 earnings with a slight beat on both earnings and revenue, but the stock remained flat, indicating underlying pressures and the impact of the pending Mars acquisition [1][2] Financial Performance - Adjusted EPS was $0.88, slightly above the $0.87 estimate, representing a 1.1% increase [6] - Revenue reached $3.26 billion, beating expectations of $3.25 billion, but only grew by 0.84% year over year, indicating stagnation [6][5] - Net income fell by 15.8% year over year to $309 million, while gross profit decreased by 7.89% to $1.085 billion [6][2] - Operating income decreased by 1.74% to $452 million despite cost management efforts [6][2] Cash Flow Analysis - Operating cash flow increased significantly by 42.5% year over year to $788 million, highlighting a positive aspect of the financials [3][6] - Free cash flow was reported at $320 million, indicating effective conversion of sales into cash [3] Growth Areas - Adjusted operating profit rose by 7.3%, a positive sign amidst overall category-wide softness and rising costs [4] - The noodles segment in Africa showed significant growth, aided by favorable currency translation, indicating pockets of demand despite challenges in core categories [4] Capital Expenditures - Capital expenditures surged by 227% year over year to $468 million, reflecting heavy investment that may signal confidence in future growth or timing of projects [6][7]