承德露露再现管理层变动。近日，承德露露发布公告称，公司总经理梁启朝因个人原因辞去总经理职 务，辞职后继续担任公司副董事长、执行董事、提名委员会委员等职务。同日，公司召开第八届董事会 2025年第一次临时会议，审议通过《关于聘任公司总经理的议案》，决定聘任丁兴贤担任公司总经理职 务，并不再担任公司副总经理职务。 对于总经理变更的原因，南都湾财社记者致电承德露露董秘，接线员称一切以公告内容为准。 据统计，这已经是承德露露2024年以来第6次核心高管变动，从监事长、职工监事到副总经理、董事， 承德露露管理层快速更迭。值得注意的是，丁兴贤成为公司第五任总经理，除首任外，其余四任均深度 绑定"万向系"——自2006年万向集团入主成为控股股东至今，其对承德露露的控制已持续二十年。 频繁"换帅"背后，该公司近年来面临压力。为打造新增长点，承德露露开始培育植物蛋白以外的产品 线，如养生水产品。承德露露方面向南都湾财社记者表示，养生水产品目前已实现线上线下全渠道铺 货，在南北方市场均有销售，有着不错的市场反馈。那么这样的转型能否解业绩之渴？ 两年内6次核心高管变动 频繁换帅背后业绩承压 近年来，传统植物蛋白饮料市场增长乏力，消 ...

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U.S.-listed shares of AB InBev sank 12% Thursday as the world's biggest beermaker's volume and sales missed estimates on soft demand in China and Brazil. https://t.co/sDynFFPpFr ...

Market Share & Growth - The company experienced one of its best quarters in years in the US [1] - The company's market share continues to accelerate, reaching an inflection point last year [1] - Mikabultra and Bush Light are leading the company's growth [1] - Michelob Ultra is the fastest-growing brand in the US [1] - Bush Light is the second fastest-growing brand in the US [1] - Michelob Ultra Zero (29 calories zero alcohol beer) and Bush Light Apple (seasonal beer) became the third fastest-growing brands in the US industry within a month [2] Innovation Impact - Innovations are hitting a sweet spot with consumers [1]

Core Insights - PepsiCo is enhancing its competitive position in the beverage sector by focusing on premium and functional drinks to align with changing consumer preferences [1][2] - The company is shifting its beverage portfolio away from traditional colas towards health-conscious options, including no-sugar colas, functional hydration, and energy drinks [1][8] - Strategic partnerships, such as the alliance with Celsius, are being leveraged to support the premium drink strategy and enhance distribution [3] Company Strategy - PepsiCo's success with Gatorade and Propel indicates its capability to scale health-focused beverages, with premium hydration becoming a key growth area [2] - The introduction of liquid protein products is anticipated in late 2025 and early 2026, emphasizing taste and natural ingredients [2] - The company's focus on cleaner formulations and no artificial ingredients reflects a broader shift in its portfolio to meet evolving consumer expectations [2] Competitive Landscape - PepsiCo faces strong competition from Coca-Cola and Keurig Dr Pepper, both of which are investing heavily in premium and health-conscious beverages [4][5][6] - Coca-Cola is expanding its zero-sugar variants and functional beverages, while KDP is enhancing its premium beverage offerings through strategic partnerships and a balanced portfolio [5][6] Financial Performance - PepsiCo's shares have declined approximately 8.3% year to date, contrasting with the industry's growth of 4.6% [7] - The company trades at a forward price-to-earnings ratio of 17.33X, slightly below the industry average of 17.53X [9] - The Zacks Consensus Estimate indicates a projected decline of 1.9% in 2025 earnings, with a subsequent growth of 5.3% in 2026 [10]

Core Insights - Coca-Cola's entry into the energy drink market is gradually showing positive results, with brands like BODYARMOR and Powerade contributing to its 17th consecutive quarter of value share growth [1][8] - The company's innovation strategy, including the launch of hybrid beverages like Sprite+Tea, reflects its adaptability to changing consumer preferences [2][8] - Although Coca-Cola has not yet matched the market presence of leaders like Monster Beverage and Red Bull, its strong brand and distribution capabilities position it for long-term growth in the energy drink sector [3] Company Developments - Coca-Cola's diversified portfolio is gaining traction, with volume growth in BODYARMOR and Powerade aiding its market share objectives [1][8] - The company is focusing on innovation in functional beverages, which aligns with consumer trends towards healthier options [2][8] - Coca-Cola's current forward price-to-earnings ratio stands at 22.04X, higher than the industry average of 17.64X, indicating a premium valuation [9] Competitive Landscape - PepsiCo is enhancing its energy drink strategy through acquisitions and partnerships, aiming for sustained growth in the energy and wellness drink segment [5] - Monster Beverage maintains a strong market position with a diverse product lineup and ongoing global expansion efforts [6] - The rivalry in the energy drink market is intensifying, with Coca-Cola's expansion prompting competitors like PepsiCo and Monster to adapt their strategies [4]

Financial Performance - ABMBBEV (Anheuser-Busch InBev) Q2 revenue missed expectations, leading to its worst day since March 2020 [1] - ABMBBEV delivered results in line or above consensus across most financial metrics, with EBITDA growth and strong cash flow generation [2] - ABMBBEV experienced a decline in volumes [2] Market Dynamics - Weakness in China and softness in Brazil significantly impacted ABMBBEV's volumes [2][3] - China's industry was improving but still negative, with ABMBBEV overindexing in weaker segments and geographies, presenting an opportunity to expand in off-trade channels [3][4] - Brazil experienced abnormal cold weather and revenue management initiatives (pricing) that led to a slowdown in volumes [4][5] - The US had one of its best quarters in years, driven by market share acceleration [6] - Michelob Ultra is the fastest-growing brand in the US, and Bud Light is the second-fastest [6] - Michelob Ultra Zero and Bud Light Apple innovations hit a sweet spot in the US market [7] Pricing Strategy - ABMBBEV's prices in the US tend to grow with inflation [7][8] - ABMBBEV is investing heavily in brand support through platforms like NBA, NFL, FIFA Clubs, and the World Cup [8]

Financial Performance - Normalized net income increased by 15% in 2Q25, reaching BRL 2.83 billion, compared to BRL 2.46 billion in 2Q24[59, 67] - The company declared approximately BRL 60 billion in dividends year-to-date[16] - Cash and cash equivalents at the end of June 2025 stood at BRL 164 billion, a 4% increase year-over-year[69, 71, 73, 75, 77] Business Unit Performance - Brazil Beer's net revenue per hectoliter increased by 62%, despite an 89% decrease in volume[39] - Brazil NAB (Non-Alcoholic Beverages) experienced a 02% increase in volume and a 65% increase in net revenue per hectoliter[43] - LAS (Latin America South) saw a 29% increase in volume and a 194% increase in net revenue per hectoliter[45] - Canada achieved its best 2Q EBITDA growth, with volume up by 08% and net revenue per hectoliter up by 20%[51] Strategic Initiatives & Digital Platforms - Bees Marketplace GMV (Gross Merchandise Volume) increased by 90%, driven by 3P (third party) partnerships, reaching BRL 74 billion annualized GMV[24] - Zé Delivery GMV grew by 7%, with an 11% increase in average order value[24] Cost & Efficiency - The company achieved 22x operational leverage through cost and expense management initiatives[32] - A 10% reduction in SKU (Stock Keeping Unit) numbers was achieved[57]

观茶｜AI成门店 督导，"智能奶 茶"时代全面到 来？_南方+_南 方plus 日前，茶饮品牌 沪上阿姨与蚂蚁 集团子公司数字 蚂力宣布达成战 略合作，率先在 业内引入"AI督 导员"系统，通 过高精度多模态 大模型，将传统 人工巡店的"人 海战术"升级为 数字化监控，为 行业的智能化管 理变革注入了新 动力。 在"万店时代"重 构茶饮门店管理 茶饮品牌在门店 管理上，一般会 由督导定期进行 现场巡店，一名 督导员的有效管 理半径通常不超 过20家门店。对 沪上阿姨这类头 部品牌而言，突 破万店规模将面 临严峻的管理挑 战，依赖传统人 工督导已然捉襟 见肘。 数字蚂力推出 的"AI督导员"基 于多模态大模型 技术，可精准识 别门店内的工作 人员、行为、物 品与环境状态， 识别准确率超过 90%。其技术能 力可以覆盖食品 安全监控、标准 化生产保障、运 营效率管理等门 店运营的关键环 节。"有工具的 帮助，我不需要 花大量时间去反 复核对，而是能 把更多精力放在 服务顾客和激励 团队上，工作效 率更高了。"一 位沪上阿姨店长 说。 AI技术将督导员 从"找问题"中解 放，转向"解决 问题"。当系统 自动完成标准 ...

High noon's recalling some of its vodka seltzer drinks as some packages may contain cans of Celsius energy drink that are filled with alcohol. The cans are labeled as this is the title Celsius Astrovibe sparkling blue ras edition. They were found in shipments of Highoons Beach Variety 12 packs.They were shipped to retailers in several states earlier this month. The FDA says customers should throw away any Celsius cans and just request a refund. Especially if you have blue vibe edition.I I can't even remembe ...