Meet The Italian Billionaire Behind Ferrero’s $3.1 Billion Deal For Kellogg https://t.co/Bdga7epM83 https://t.co/Bdga7epM83 ...

US ice cream makers are planning to eliminate a number of artificial colors from their products by 2028 https://t.co/uWDdhirCOo ...

Core Insights - Tyson Ventures hosted its fourth annual pitch event, Tyson Demo Day 2025, focusing on AI-related innovations to enhance the food system [1][3] - The event featured eleven companies presenting their solutions aimed at fostering sustainable practices and improving efficiency in the protein supply chain [2][3] Company Initiatives - Tyson Foods aims to be the strategic partner for innovators in the food industry, emphasizing the importance of AI-driven solutions to enhance customer connections and innovation [3][7] - Since its inception in 2016, Tyson Ventures has invested over $100 million in emerging proteins and technologies for food safety and sustainable production [4][7] Participating Companies - Eleven companies participated in Tyson Demo Day 2025, representing seven U.S. states and four countries, focusing on various food technology challenges [3][4] - The six selected startups for further engagement include: - Delineate: Enhances brand agility by bridging campaign performance and awareness [5] - Orby AI: Automates enterprise tasks to improve efficiency [5] - Prevera: Designs antimicrobial proteins to enhance food safety and shelf life [5] - Proxy Foods: Utilizes AI for rapid product development [5] - Qloo: Provides AI-powered cultural intelligence for consumer insights [5] - TasteWise: Analyzes data for trend predictions and brand storytelling [5]

Group 1: European Wax Center, Inc. (EWCZ) - The company operates out-of-home waxing services and has a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 96.8% over the last 60 days [1] - The PEG ratio is 0.47, significantly lower than the industry average of 3.43, and it has a Growth Score of B [1] Group 2: Dell Technologies Inc. (DELL) - Dell provides information technology solutions, products, and services, holding a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 6.4% over the last 60 days [2] - The PEG ratio stands at 1.06, compared to the industry average of 1.35, with a Growth Score of B [2] Group 3: Ahold N.V. (ADRNY) - Ahold operates retail food stores and e-commerce, also carrying a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.1% over the last 60 days [3] - The PEG ratio is 1.66, lower than the industry average of 2.34, and it has a Growth Score of A [3]

How Kettle & Fire Turned Bone Broth Into A $100 Million Business https://t.co/MjwcB3cEb5 https://t.co/MjwcB3cEb5 ...

Core Viewpoint - The article discusses the ongoing "burning money war" in the food delivery industry, particularly focusing on the implications of the "0 yuan purchase" strategy employed by major platforms like Alibaba, Meituan, and JD.com, which is leading to unsustainable business practices and consumer behavior changes [2][3][5][7]. Group 1: Industry Dynamics - Major platforms have released significant amounts of delivery coupons, leading to a surge in orders, with Meituan reporting over 120 million instant retail orders in a single day [6][7]. - The cumulative investment from these platforms in subsidies is approaching 100 billion yuan, comparable to national consumer subsidy levels [7]. - The "0 yuan purchase" strategy is a direct and aggressive growth tactic that can inflate user acquisition and order volume in the short term [9]. Group 2: Long-term Consequences - The reliance on "0 yuan purchase" creates a dependency on subsidies, leading to a decline in customer loyalty and retention as users become accustomed to low prices [9][10]. - The influx of orders driven by extreme subsidies can distort actual consumer demand, resulting in increased operational costs and decreased service efficiency [9][10]. - Platforms face a competitive arms race, where stopping subsidies could mean losing market share, ultimately driving down profit margins across the board [10]. Group 3: Impact on Merchants - Merchants are caught in a challenging position, as they must participate in subsidy programs to gain visibility and orders, often at a loss [15][18]. - The pressure from increased order volumes can overwhelm staff and resources, leading to operational strain and higher labor costs [14][17]. - Long-term low pricing strategies can harm brand positioning and profitability for merchants, as they become reliant on platform-driven traffic rather than cultivating their own customer base [16][18]. Group 4: Consumer Behavior - Consumers are currently benefiting from the price wars, enjoying significant discounts and promotions, which has led to a temporary spike in consumption [19]. - However, this behavior is likely to distort future purchasing habits, as consumers may develop a mindset that only values discounts, negatively impacting the overall pricing structure of the market [19].

以下文章来源于听筒Tech ，作者听筒Tech工作室 听筒Tech . 听见时代的声响 来源丨听筒Tech（ID:tingtongtech ） 作者丨陈珂 编辑丨饶言 图源丨作者拍摄 白牌在诸多县城的地位，毋庸置疑。 陈姐在县城开商超，最喜欢将"白牌"摆在店铺的最前方，或者货架的C位。 这在县城很常见。实际上，无论是酒水、饮料，零食还是一些日化用品，陈姐都偏爱这些地方区域性的"白牌"。十几年来，尽管一直也在做店铺升级和高端化，但陈姐一如既往喜欢 卖"白牌"。 时过多年，尽管经历品牌的几轮冲击和淘汰，这些本土饮料依然抗打。 陈姐解释，"一是因为确实好喝，征服了当地人的口感；二是因为本身价格也不贵，流行的年代也久了，得到了市场的认可和信任，喝起来更有本地认同感。" 在县城，很多消费者，也并不是"品牌为先"。和一线（二线）城市不同，他们并不在意商品"是否是品牌"，一些"白牌" 商品 ，由于价格实惠，质量完全不输大牌，且在当地出售多年， 更容易得到消费者的信赖。 一个事实是，在很多县城（尤其是乡镇）， 消费者 通常并没有强烈的品牌意识。他们 并不 愿意为品牌溢价付费，相反，他们十分能接受"白牌"，这种往往以 OEM（ ...

Core Viewpoint - Conagra Brands is currently at a low stock price, presenting a potential buying opportunity for long-term investors, with expectations of returning to growth in FY2026 despite ongoing challenges in the consumer staples sector [1][10]. Financial Performance - In Q4 FY2025, Conagra reported a revenue decline of 4.3%, with an organic decline of 3.5%, influenced by divestitures, consumption trends, and foreign exchange headwinds [8][9]. - The organic decline was attributed to a 1% reduction in price realization and a 2.5% decline in volume, with the International segment experiencing a 13% decline due to M&A activity and FX headwinds [9]. - The forecast for FY2026 indicates revenue contraction will be offset by flat to slightly higher organic growth, supporting balance sheet health and dividend distributions [10]. Dividend Insights - Conagra offers a 7% dividend yield, which is considered safe for income investors, although there are risks associated with potential cuts in 2025 [5][11]. - The payout ratio for 2026 is projected at 80% relative to the 2025 payout, which is high but manageable given the free cash flow outlook [5][6]. Market Sentiment - Analysts have mixed views on Conagra, with price target reductions and downgrades impacting stock performance, yet the overall sentiment remains bullish with expectations for significant upside [12][13]. - Institutional investors own over 80% of Conagra's stock, providing a solid support base and showing buying activity throughout the year [11]. Stock Forecast - The 12-month stock price forecast for Conagra is $22.73, indicating a potential upside of 17.21% from the current price of $19.39 [8]. - Following recent price declines, analysts suggest that the stock is positioned for a rebound, potentially increasing by low-single to high-double digits, with a possibility of up to 30% if traction is gained in FY2026 [12][13].

Since he became the sole leader of his family’s candy maker in 2015, executive chairman Giovanni Ferrero has expanded beyond well-known brands like Nutella and built a global powerhouse. (Photo: Jamel Toppin for Forbes) https://t.co/k7oODEzhgm https://t.co/faVg9i8wsp ...

Core Insights - Meituan's instant retail order volume reached a new high of 130 million on July 12 [1] - Social platforms like WeChat have contributed significantly to this growth, with mini-program orders also hitting record levels [1] - The sharing of discount coupons among friends on WeChat has repeatedly triggered social sharing thresholds, becoming a crucial channel for Meituan's order transactions [1]