First Pacific Company (00142) H1 2025 Earnings Call August 28, 2025 05:00 AM ET Speaker0Good day, everyone. Thank you for sharing this online briefing to discuss First Pacific. First twenty twenty five first six months financial and operating results. The results presentation is available on First Pacific's website, www.firstpacific.com under the investor relations section presentation page. This results briefing is being recorded, and the repage will be available on First Pacific website this evening in th ...

天眼查App显示，近日，河源市珍糕煌食品有限公司成立，注册资本10万人民币，经营范围为一般项 目：食品销售（仅销售预包装食品）；食品互联网销售（仅销售预包装食品）；外卖递送服务；食用农 产品批发；食用农产品零售；国内贸易代理；互联网销售（除销售需要许可的商品）；技术服务、技术 开发、技术咨询、技术交流、技术转让、技术推广；企业管理；农副产品销售；供应链管理服务。（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：食品经营管理；食品销售；食 品互联网销售；餐饮服务；食品生产【分支机构经营】；城市配送运输服务（不含危险货物）；粮食加 工食品生产【分支机构经营】。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经 营项目以相关部门批准文件或许可证件为准）。 ...

0糖0脂0添加后，注重健康的都市人又把目光瞄向了「低GI」。 品牌们早已开始行动。盼盼、江中猴姑等品牌推出低GI配方食品；去年，喜茶推出使用低GI糖原料制作的「+慢糖多肉葡萄」；霸王茶姬野升级推出健康 计算器，为每款低GI饮品定制专属标识；盒马、叮咚上也开辟了低GI食品专区......《2024京东食品饮料健康趋势白皮书》显示，近一年低GI食品饮料的搜 索热度同比增长56%，相关销售额也显著提升。 低GI食品通常指GI值（血糖生成指数，Glycemic Index）低于55的食物。这类食物因消化吸收较慢，能够帮助糖尿病人群平稳地控制血糖。但对于健康控 体重的人来说，低GI意味着负担更轻的饮食偏好。 在抖音上，#低gi 话题超3.6亿次播放；小红书上低GI饮食总浏览量破千万，多篇笔记点赞超10万+。低GI饮食，似乎成为0糖0脂的又一健康食品标签。 图源：verywell health 而在国民健康意识增强，以及全民减重政策的推进下，低GI食品开始出现在商超货架，或者外卖平台更显著的位置，成为都市泛健康消费者的日常化食 品。 低GI的春天来了 餐桌上的米饭、白面馒头、面条、糖果是常见的高GI碳水化合物，消化吸收极 ...

Shares in The J.M. Smucker Co. fell in midday trading Wednesday after the food-and-beverage firm swung to a first-quarter loss as the Trump administration’s tariffs hit its coffee division. https://t.co/QvqMwQE6v7 ...

50-Lounge Global Rollout blending Luxury Hospitality with Secure Digital MonetizationKUALA LUMPUR, Malaysia, Aug. 27, 2025 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), today announced a strategic partnership with Reveillon Group Limited (“Reveillon Group”), a leading Food and Beverage (F&B) operator with substantial operations across Malaysia, to co-launch a global network of Real-World Asset (RWA) Lounges and a groundbreaking RWA NFT platform. The initiative integr ...

Financial Data and Key Metrics Changes - The company increased its free cash flow outlook from $875 million to $975 million for the full fiscal year, driven by benefits from the One Big Beautiful Bill Act, which is expected to be an ongoing annual benefit [40][41] - The midpoint guidance for the full year remains at $9, with expectations for overall growth despite increased tariffs impacting costs [10][11] Business Line Data and Key Metrics Changes - The coffee segment's pricing outlook has improved to the mid-20s percentage range, with anticipated volume impacts in the low to mid-teens, leading to overall growth for the segment year over year [8][11] - Milk Bone is expected to return to growth in the second half of the fiscal year, supported by advertising and innovation, despite cautious consumer spending in discretionary categories [18][19] - The Sweet Baked Snacks segment is undergoing SKU rationalization, with expected savings of $30 million, which will begin to impact profitability in the fourth quarter [31][32] Market Data and Key Metrics Changes - The company is seeing ongoing momentum in its coffee portfolio, with strong performance expected in the fourth quarter, which is projected to have the highest margins [34][36] - The away-from-home business continues to show positive trends, contributing to overall growth [44] Company Strategy and Development Direction - The company is focused on strategic investments, consumer-led innovation, and shifting its portfolio towards growth, while managing controllable factors and reacting positively to external challenges [75] - The dedicated sales organization aims to enhance execution and focus on key areas to drive growth [22] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the impact of increased tariffs on coffee but remains optimistic about the resilience of the coffee category and the strength of its brands [58][60] - The company is monitoring the impact of GLP-1 drugs on consumer behavior but has not seen a meaningful effect on its product categories thus far [50][62] Other Important Information - The company plans to achieve a three times leverage profile by the end of fiscal 2027 through ongoing debt paydown efforts [41] - The company is actively engaging with industry associations to advocate for favorable trade policies and tariff relief [49] Q&A Session Summary Question: Updated expectations on coffee pricing due to tariffs - The coffee segment's pricing outlook is now in the mid-20s, with additional pricing actions expected in early winter due to increased tariffs [8] Question: Changes in EPS guidance and quarterly performance - The overall profit outlook for coffee remains intact, with some profit shifting to the third and fourth quarters due to timing of costs [29] Question: Impact of SKU rationalization on volume - SKU rationalization did not impact volume in the first quarter, and the company expects to see improvements in profitability over time [25][32] Question: Future visibility and confidence in fiscal 2027 - The company has a positive outlook for fiscal 2027, driven by strong margins in the coffee portfolio and growth in key brands [34] Question: Impact of GLP-1 drugs on consumer behavior - Management has not observed a significant impact from GLP-1 drugs on its product categories, as consumer preferences remain stable [50][62]

天眼查App显示，近日，大名县军梅掉渣饼店（个体工商户）成立，法定代表人为苏九军，注册资本1 万人民币，经营范围为许可项目：小餐饮（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准） 一般项目：食品销售（仅销售预包装食品） （除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

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Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks i ...

Group Performance Summary - Strauss Group's Q2 2025 net sales increased by 11.5% to NIS 3,073 million, and H1 2025 net sales increased by 13.5% to NIS 6,063 million[19] - Q2 2025 EBIT increased by 60.8% to NIS 245 million, and H1 2025 EBIT increased by 19.8% to NIS 426 million[19] - Q2 2025 net income decreased by 1.8% to NIS 80 million, and H1 2025 net income decreased by 36.7% to NIS 153 million[19] Segment Performance - Strauss Israel's Q2 2025 net sales increased by 8.9% to NIS 1,319 million, and H1 2025 net sales increased by 7.7% to NIS 2,715 million[25, 113, 118] - Strauss Coffee International's Q2 2025 net sales increased by 27.4% to NIS 1,536 million, and H1 2025 net sales increased by 35.4% to NIS 2,924 million[34, 136] - Strauss Water's Q2 2025 net sales increased by 3.9% to NIS 218 million, and H1 2025 net sales increased by 5.3% to NIS 424 million[45, 154] Commodities Price Development - Average Robusta price in Q2 2025 increased by 17% compared to Q2 2024, and H1 2025 increased by 39% compared to H1 2024[21] - Average Arabica price in Q2 2025 increased by 65% compared to Q2 2024, and H1 2025 increased by 80% compared to H1 2024[21] - Average Cocoa price in Q2 2025 decreased by 18% compared to Q2 2024, but H1 2025 increased by 10% compared to H1 2024[21]