15 January 2026 | 7:59PM HKT Equity Research CHINA CONSUMER STAPLES Dec Check-in & Corp Day Wrap: Cautious outlook into 2026, eyeing CNY trends with mixed comps Dec trends reflected limited impact from LNY calendar shift with idiosyncratic drivers continuing to drive growth: We see wider divergence for beer and beverages brands performance. For beverages, Nongfu/Eastroc continued strong momentum at DD% though in beverage slack season backed by strong product cycles, while Tingyi/UPC beverage continued a dip ...

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中式养生水，这个在2023年还略显小众的概念，如今已成为饮料货架上不容忽视的力量。从便利店冷柜到线上购物车，红豆薏米水、枸杞红枣水这些名 字，正快速融入年轻人的日常。 这背后，是当健康焦虑成为普遍情绪时，市场给出的一种"即时解决方案"。年轻人戏谑的"朋克养生"——边熬夜边喝养生水，恰恰点明了核心：在无法改 变快节奏生活时，一瓶有"草本名字"的饮料，提供了最低成本的心理慰藉与健康参与感。 市场的响应是热烈的。自可漾早年试水，到2023年初元气森林携"元气自在水"系列大举入场，这个赛道被瞬间点燃。一个标志性的事件是，该系列迅速成 长为继气泡水、电解质水之后，元气森林第三个销售额突破十亿量级的单品，证明了其并非小众爱好，而是具备广阔大众市场的潜力。 然而，当一个新品类以百米冲刺的速度完成从零到十亿的跨越，接下来的旅程注定布满荆棘。2025年，中式养生水迎来了品类的大爆发，也意味着草莽时 代的终结。几乎所有你能叫得出名字的饮料巨头、零售平台、甚至老字号药企都已携重兵入局，一场围绕产品、渠道、供应链乃至消费者心智的混战全面 打响。 因此，当2025年品类大爆发的光环之下，真正关键的问题已然浮现：在最初的品类红利被分食殆 ...

"I would like to call out the impressive performance of the Jones Team who worked tirelessly to plan and deliver such a high sales quarter. We have demonstrated that both our team and supply chain are proven, resilient, and capable of scaling efficiently to support meaning growth." About Jones Soda оо Jones Soda Co. (CSE: JSDA, OTCQB: JSDA) is a leading craft soda manufacturer. The company markets and distributes premium craft sodas under the Jones Soda brand. Jones' mainstream soda line is sold across Nort ...

1月15日—21日，由不齐舞团原创编舞的"洋河骉福舞"挑战赛，同步登录抖音和微信视频号双平台，直 接燃炸这个新年！ 这次他们为洋河量身定制的舞蹈，把新春的喜庆和绵柔的祝福全揉进了舞步里，跳起来带感又有活力。 舞团特意录制了专属教学视频，手把手教你跳出新春范儿。此外，还打造了专属舞蹈音乐《洋河骉 福》，节奏明快、韵律铿锵，喜庆的氛围直接溢出屏幕。 这份新春限定快乐，岂能错过？ 玩法超级简单。 活动期间，挑战者参与话题#新年骉舞马力全开#，和不齐舞团一起，挑战洋河骉福舞，并完成指定舞蹈 跳骉福舞，喝洋河酒，新年福气全到手。赶紧上抖音/微信视频号，跟着不齐舞团秀出你的独家舞姿， 把福气、财气、喜气统统"骉"进新一年！ 不久前，央视官宣洋河梦之蓝M6+连续七年成为央视总台除夕春晚独家报时合作伙伴。洋河一如既往地 以熟悉的陪伴，守护着千家万户的新春团圆时刻。当春晚报时的期待值拉满，洋河又甩出新春惊喜大 招。"洋河骉福舞"挑战赛一上线，就彻底点燃了消费者的参与热情。 在抖音和视频号上，不管是活力满满的年轻人，还是全家老小齐上阵的温馨组合，都跟着不齐舞团的教 学视频跳得热火朝天，每一个镜头里都透着挡不住的新年喜悦。 不少消 ...

Keurig Dr Pepper and Dutch vehicle Kodiak BidCo launched on Thursday an all-cash takeover bid for coffee and tea group JDE Peet's , which they expect to complete early in the second quarter. ...

BURLINGTON, Mass., FRISCO, Texas and AMSTERDAM, January 15, 2026 – This is a joint press release by Keurig Dr Pepper Inc., Kodiak BidCo B.V. and JDE Peet’s N.V. pursuant to the provisions of Article 10, paragraph 3 and Article 18, paragraph 3 of the Dutch Decree on public takeover bids (Besluit openbare biedingen Wft) (the “Decree”) in connection with the Offer (as defined below). This announcement does not constitute an offer, or any solicitation of any offer, to buy or subscribe for any securities in JDE Pe ...

BURLINGTON, Mass., FRISCO, Texas and AMSTERDAM, Jan. 15, 2026 /PRNewswire/ -- Keurig Dr Pepper Inc. ("KDP") (NASDAQ: KDP) and JDE Peet's N.V. ("JDE Peet's") (EURONEXT: JDEP) today announced that Kodiak BidCo B.V. (the "Oeror") is making a recommended public cash oer for all issued and outstanding ordinary shares in the capital of JDE Peet's (the "Shares" and each a "Share") at an offer price of EUR 31.85 (the "Offer Price") in cash per Share (the "Offer"), and that the Offer Memorandum has been published to ...

New Delhi: Global beverages major The Coca-Cola Company on Wednesday said it has elevated Sanket Ray, currently serving as President of India and Southwest Asia (INSWA), to a regional role effective March 31.Along with the current role, Ray will also oversee Emerging Large Markets Lead, including markets in India and Southwest Asia; Greater China and Mongolia; and Japan and South Korea, said a statement from The Coca-Cola Company, announcing a series of leadership changes. It also announced elevation of Hen ...

Nongfu Spring (9633.HK): Expect stronger growth in water/tea into 2H25; Effective channel strategies with product strength to support 14 January 2026 | 6:21PM HKT Equity Research We look for Rmb51.1bn in sales and Rmb15.2bn in reported net income in for FY25, up 19%/26% yoy, with c.2% sales/c.2.5% higher NP vs. our prior forecasts, mainly driven by slightly better growth for water/tea and mild NPM expansion to 29.8% (up by 1.6ppt yoy). We expect 2H25E sales to mainly be driven by better sales momentum in wa ...