行业内通用界定：超高端白酒核心赛道为终端零售价≥800元/瓶（500ml主流度数核心大单品）的价格带（即行业俗称的千元价格带），是白酒行 业品牌壁垒最高、利润最丰厚、马太效应最显著的赛道。 截至2025年末-2026年春节周期，中国超高端白酒市场呈现绝对的"一超两强多极"寡头垄断格局，行业集中度达到历史高位： 1.第一梯队（绝对龙头）：贵州茅台（飞天茅台），以超60%的市场份额稳居绝对统治地位，2025年市场份额较2021年的58%进一步提升至63%，在1500元 以上的顶级超高端赛道几乎形成垄断，是超高端市场的定价锚与价值标杆。 2.第二梯队（双强争霸）：五粮液（第八代普五）与泸州老窖（国窖1573），二者合计占据超高端市场35%左右的份额，是800-1200元核心价格带的绝对主 力。其中五粮液普五市场份额约22%，位列行业第二；国窖1573市场份额稳定在12%-15%，位列行业第三，二者也是本次春节周期价格策略博弈的核心主 体。 3.第三梯队（差异化补位）：洋河（梦之蓝手工班、M9）、郎酒（青花郎）、习酒（君品习酒）、山西汾酒（青花30复兴版）等品牌，单个品牌市场份额 均不足5%，合计占比不超6%，仅在区 ...

Though some things are bound to be different with Buffett no longer in charge, the founding investment principles of Berkshire Hathaway will remain the same under Abel.The midpoint of February is an exciting time on Wall Street, as it marks the filing deadline for Form 13Fs with the Securities and Exchange Commission. A 13F filing details which stocks Wall Street's prominent money managers bought and sold in the latest quarter (in this case, the fourth quarter).For decades, Berkshire Hathaway's (BRKA +1.52% ...

当前，企业发展的外部形势具备"强"的支撑：宏观调控加力提效，企业发展信心更强；产业政策精准赋能，酒业发展支撑更足；产业布局持续调整，非酒 发展方向更明。要全力抢抓企业发展"新机遇"，坚定信心，用好用足政策红利，努力把各方面的优势因素转化为企业稳健发展的实际成效。 ——曾从钦 五粮液集团（股份）公司党委书记、董事长 2月24日，五粮液集团（股份）公司召开2026年春节节后收心会。曾从钦表示，2026年是"十五五"规划的开局之年，是五粮液推动高质量发展的关键一 年，更是抢抓机遇、攻坚克难、实现突破的攻坚之年。当前，企业发展的外部形势具备"强"的支撑：宏观调控加力提效，企业发展信心更强；产业政策精 准赋能，酒业发展支撑更足；产业布局持续调整，非酒发展方向更明。要全力抢抓企业发展"新机遇"，坚定信心，用好用足政策红利，努力把各方面的优 势因素转化为企业稳健发展的实际成效。 美团闪购：2026春节酒桌代际分化 近日，美团闪购发布《2026即时零售春节消费观察》，数据显示，春节期间酒类消费在不同代际间呈现出明显偏好： 80后：更偏爱酱香型白酒，销量同比增长144%；同时，保健酒增长87%，体现出对品质与健康的兼顾。 90 ...

"冰淇淋已成为假日的最佳情绪伴侣，是必不可少的消费之一。"野人先生相关负责人告诉我，今年春节打了个大胜仗，"郑州、武汉等省会城市以及下沉 市场业绩亮眼，很多商场门店直到打烊还排长队。" 全国门店数是去年同期的4倍，营业额、客单价、客单数等各项店均指标增长明显，多店假期营收超50万。家庭装冰淇淋礼盒进入年货清单，"很多门店早 早卖断货。" 这个超长的春节天假期，也是一场集体性的奶茶狂欢。 调研了20多个品牌的热销产品数据，我们总结出了一份《2026春节饮品消费报告》。 什么产品在热销？哪些品类在进化？2026年的产品方向又在哪里？一起来看： 冰沙类产品销量增长50%，"反季吃冰"越来越流行 今年的暖春趋势，进一步加剧了"反季吃冰"的消费热情。 在一半以上门店增设炒冰产品的Yee3三号椰，"春节期间销量最好的产品为：冰椰系列、招牌开心果椰子糖、炒冰系列。其中炒冰除一线城市消费者外流 销量下降外，其他门店销量整体上升50%以上。 另一个冰淇淋千店品牌波比艾斯，品牌负责人表示，春节假期业绩环比增长92%，"冬天吃冰、夏天吃火锅，都是'反差爽'，2026年冰淇淋下沉市场的机 会依然巨大，县域市场的渗透率会不断攀升。" ...

Monster Beverage (NasdaqGS:MNST) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAndrea Teixeira - Managing Director, Equity Research - US Beverages, Household Products, and Personal CareDara Mohsenian - Managing Director - US Beverage and Household ProductsFilippo Falorni - Director, Equity Research - Lead Beverages and HPCGuy Carling - CEO of EMEA and OSPHilton Schlosberg - Vice Chairman and CEOMarc Astrachan - SVP of Investor RelationsMatthew Smith - Managing Director, Equity Rese ...

Monster Beverage (NasdaqGS:MNST) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAndrea Teixeira - Managing Director, Equity Research - US Beverages, Household Products, and Personal CareDara Mohsenian - Managing Director - US Beverage and Household ProductsFilippo Falorni - Director, Equity Research - Lead Beverages and HPCGuy Carling - CEO of EMEA and OSPHilton Schlosberg - Vice Chairman and CEOMarc Astrachan - SVP of Investor RelationsMatthew Smith - Managing Director, Equity Rese ...

Monster Beverage (NasdaqGS:MNST) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker9Good day, and welcome to the Monster Beverage Corporation Fourth Quarter 2025 Financial Results Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch-tone phone. To w ...

The energy drink company logged a profit of $449.2 million as net sales in its Monster Energy Drinks and Strategic Brands segments grew 19% and 7.8%, respectively. ...

MONTREAL, Feb. 26, 2026 (GLOBE NEWSWIRE) -- GURU Organic Energy Corp. (TSX: GURU) (“GURU” or the “Company”), Canada’s leading organic energy drink brand1, will report its financial results for the first quarter ended January 31, 2026 on Thursday, March 12, 2026, before markets open. Management will hold a conference call to discuss its financial results the same day at 10:00 a.m. ET. The conference call will include a Q&A period open exclusively to financial analysts who are invited to participate by using ...

Achieved record full-year revenue of $2.5 billion by transitioning from a single-brand focus to a diversified modern energy platform including CELSIUS, Alani Nu, and Rockstar Energy. The portfolio now commands approximately 1/5 of the U.S. energy market in tracked channels, validated by the presence of two billion-dollar brands. Performance attribution for the CELSIUS brand was driven by a 7.5% year-over-year revenue increase, supported by a disciplined focus on SKU productivity and revenue growth man ...