Core Insights - Women We Admire has announced the Rising Star Women Leaders in Human Resources for 2025, highlighting the increasing importance of HR leaders in organizational decision-making and their expanding roles [1] Group 1: Honorees and Their Contributions - Jennifer Budveit, Senior Director and Global Head of Leadership Development at PVH Corp, has over 25 years of experience and leads the company's first global leadership development strategy, achieving a 182% increase in skill confidence and a 93% ROI [2] - Christine (Meehan) Miller, Senior Director of Global Human Resources at IronCircle, is recognized for her inclusive hiring practices and data-driven recruiting strategies, successfully leading high-volume hiring initiatives and improving recruitment and retention through veterans' hiring programs [3] - Dorene Henley, Director of Learning Development and Operations at Dairy Farmers of America, has transformed DFA into a learning organization by building enterprise-wide development programs and overseeing a learning platform that promotes continuous improvement [4] Group 2: Additional Honorees - The list of honorees includes Nicole Gilmore (MITRE), Jamie Downey (Beloit Health System), Tina Schmitt (Kennedy Krieger Institute), Amanda Blackwell (Merit Health), and many others, showcasing a diverse range of talent in the HR field [6]

Implication from EU Dairy Product Tariff CITI'S TAKE Vi e w p o i n t | 24 Dec 2025 00:16:34 ET │ 15 pages Youran Dairy (9858.HK) China has announced to impose provisional duties of 21.9-42.7% on certain dairy products imported from EU effective 23 Dec 2025. The duties mainly target cheese and whipping cream, of which we estimate EU has a volume share of 20.7%. We expect EU's share in related products to be replaced by domestic solid dairy product processing business given lower cost than import, which help ...

Core Insights - Savencia Fromage & Dairy has signed an agreement to acquire Quatá Alimentos, a Brazilian cheese and dairy products manufacturer, enhancing its local portfolio with established brands like Glória and Quatá [2][3] - Quatá is recognized for its commitment to quality, sourcing high-quality milk from São Paulo, Minas Gerais, and Rio de Janeiro, and holds a strong market position in Brazil [4] - The acquisition aims to reinforce Savencia's presence in Brazil, complementing its existing brands such as Polenghi and Campo Lindo, and is seen as a significant step in its growth strategy [5] Company Overview - Savencia Fromage & Dairy is a family-owned independent food group with 22,751 employees globally, ranking as the second largest cheese group in France and the fifth largest worldwide [8] - The company is supported by strong brands both in France and internationally, including Caprice des Dieux and Saint Agur [8] Transaction Details - The completion of the acquisition is subject to approval by CADE antitrust authorities, and both companies will operate independently until the approval process is finalized [7] - Founders of Quatá Alimentos expressed that joining Savencia honors their journey and strengthens their commitment to development [6]

Core Viewpoint - China is imposing provisional tariffs of up to 42.7% on dairy products imported from the European Union, effective immediately, as a response to EU subsidies that are perceived to harm China's dairy industry [1][3]. Group 1: Tariff Details - The new tariffs on EU dairy imports will range from 21.9% to 42.7%, affecting various products such as fresh and processed cheese, blue cheese, milk, and cream with a fat content exceeding 10% by weight [3]. - The decision to impose these tariffs follows a preliminary investigation that began in August 2024, which found that EU subsidies for dairy products had negatively impacted China's domestic dairy sector [3]. Group 2: Context of the Investigation - The investigation into EU dairy products is part of a broader context of trade tensions, where China has also launched probes into EU pork and brandy imports in retaliation for the EU's tariffs on Chinese electric vehicles [2][5]. - The EU's trade relationship with China is characterized by a significant trade deficit for the EU, amounting to over 300 billion euros ($352 billion) last year, highlighting ongoing economic frictions [4]. Group 3: Broader Trade Relations - The tariffs on dairy products are part of a tit-for-tat strategy, as the EU previously imposed tariffs as high as 45.3% on Chinese-made electric vehicles, prompting China to respond with its own tariffs on EU imports [2]. - China's recent tariff announcements also include up to 19.8% on EU pork imports and up to 34.9% on brandy, indicating a pattern of escalating trade measures between the two regions [5].

Jamaican conglomerate GraceKennedy has signed an agreement to acquire Fonterra’s shareholding in the equally split joint venture Dairy Industries (Jamaica). GraceKennedy Group, which operates in food and financial services, declined to disclose the terms of the deal with Just Food as it confirmed the business will now have full ownership of Dairy Industries (Jamaica). New Zealand-headquartered dairy giant Fonterra announced in May 2024 that it planned to quit the consumer-facing parts of the business to ...

Core Viewpoint - China has announced tariffs of up to 42.7% on dairy products from the European Union, citing substantial damage to its domestic dairy industries due to EU subsidies [1]. Group 1: Tariff Details - The tariffs will take effect on April 23, with rates determined by the amount of "ad valorem subsidy rates" from the Customs Tariff Commission [2]. - Tariff rates range from 21.9% to 42.7%, with companies that cooperated with the investigation facing a tariff of 28.6%, while non-cooperating companies will be subject to the maximum rate of 42.7% [2]. Group 2: Affected Products - The tariffs will apply to fresh and processed cheese, as well as certain types of milk and cream [3]. Group 3: Related Trade Actions - Recently, China reduced its tariffs on pork imports and pig by-products from the EU, with new rates ranging from 4.9% to 19.8% [3]. - In September, China imposed temporary anti-dumping tariffs of up to 62.4% on pork imports from the EU [3]. - The EU has challenged China's tariffs on EU brandy at the World Trade Organisation, claiming they do not comply with WTO rules [4].

Core Viewpoint - The A-share market showed a strong performance in the early session on December 17, with all three major indices rising, indicating a potential for continued market volatility and sector rotation as the year-end approaches [1][3]. Market Performance - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component increased by 0.83%, and the ChiNext Index gained 1.21% during the morning session [1]. - Over 3,700 stocks experienced declines, with a total trading volume of 1 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1]. Hot Sectors 1. **Lithium Mining Concept** - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits and Shengxin Lithium Energy hitting the daily limit [1]. 2. **Electrolyte Concept** - The electrolyte sector rebounded, with Tianji Co. reaching the daily limit [1]. 3. **Computing Hardware Concept** - The computing hardware sector was active, with Huanxu Electronics hitting the daily limit and major optical module companies experiencing collective gains [1]. 4. **Retail and Dairy Concepts** - The retail and dairy sectors saw a recovery, with Zhuangyuan Pasture hitting the daily limit and Li Qun Co. achieving two consecutive trading limits [1]. Notable Stocks - Muxi Co. saw its stock price surge over 700%, surpassing 800 yuan during trading [2]. Sector Declines - The Hainan and military sectors experienced the largest declines in the market [3]. Institutional Insights 1. **Galaxy Securities** - Anticipates that the market will continue to exhibit a volatile structure as the year-end approaches, with a focus on policy dividends and economic trends for the upcoming year [3][9]. 2. **Cinda Securities** - Suggests that style switching may become more pronounced, recommending a focus on low-value sectors and emphasizing the potential for growth in non-bank financials and cyclical stocks [7]. 3. **Zhaoshang Securities** - Projects that investment opportunities in 2026 will revolve around domestic demand recovery and technological self-reliance, with a favorable outlook for cyclical styles [10].

Core Insights - VILVI Group reported consolidated sales of EUR 22.86 million for November 2025, representing a 9.0% increase compared to November 2024 [1] - For the period from January to November 2025, the Group's consolidated sales reached EUR 264.67 million, marking a 17.1% increase compared to the same period last year [1] Financial Performance - November 2025 consolidated sales: EUR 22.86 million, up 9.0% year-over-year [1] - January to November 2025 consolidated sales: EUR 264.67 million, up 17.1% year-over-year [1]

Group 1 - FrieslandCampina plans to acquire Wisconsin Whey Protein to enhance its B2B ingredients segment, significantly increasing its whey protein capacity [1][2] - The acquisition is described as a "milestone" for FrieslandCampina's ingredients division, aiming to expand its market presence from Europe and Asia into North America [2] - The whey protein market is projected to grow at an annual rate of 6.6% until 2030, indicating a favorable environment for FrieslandCampina's expansion [3] Group 2 - FrieslandCampina reported a 6.4% increase in revenue to €6.8 billion ($7.9 billion) in the first half of 2025, with net profit rising by 25.7% to €230 million [3] - Operating profit increased by 20.6% to €363 million, driven by strong performances in the Specialised Nutrition and Ingredients divisions [4] - The company has acknowledged potential external headwinds that may pressure profits in the latter half of the year [4]

Greek sheep and goat cull raises fears of feta cheese shortage https://t.co/Dkl8KPB9Pq ...