For years, Rohan Oza made millions for celebrities on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet. (Photo: Ryan West for Forbes) https://t.co/HSvN0RDih4 https://t.co/i3ANn8vKl4 ...

For years, Rohan Oza made millions for celebrities on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet. (Photo: Ryan West for Forbes) https://t.co/kpVanxDfnh https://t.co/fWiFNz251m ...

Summary of Key Points from the Research Report Industry Overview - **Industry**: Retail and Consumer Goods in China - **Retail Sales Growth**: Retail sales grew by 3.7% year-on-year (y-o-y) in July 2025, below the Bloomberg consensus of 4.6% and a decrease from 4.8% y-o-y growth in June 2025 [2][8][12] Core Insights - **Sector Performance**: - Retail sales of goods increased by 4% y-o-y, with notable deceleration in fast-growing sectors such as household appliances and audiovisual equipment (+29%) and furniture (+21%) compared to 2Q25 [2][12] - Beverage sales grew by 3% and cosmetics by 5%, both showing positive month-on-month (m-o-m) growth, while construction and decoration materials (-1%) and auto sales (-2%) declined [2][12] - Catering growth remained weak at 1%, with service-related retail growth slowing to 5.2% in the first seven months of 2025, down from 5.3% in 1H25 [2][12] - **Policy Impact**: - Newly issued regulations aimed at promoting frugality in government organs have negatively impacted sectors like catering and baijiu [2] - A recent statement from Xinhuanet advocating for proper policy implementation may alleviate some overreactions from local governments, potentially easing pressure on affected industries [2] - **Government Stimulus**: - The government has introduced multiple stimulus measures, including childcare subsidies and interest subsidies for personal consumption loans, to boost consumption [3] - A third round of trade-in subsidies amounting to RMB 69 billion has been earmarked [3] - Economists at HSBC have revised China's GDP growth forecast for 2025 to 4.9%, up from 4.5%, anticipating further fiscal policies to stimulate domestic demand [3] Company-Specific Insights - **Ninebot**: - The company showed strong interim results with 2Q25 revenue and net profit exceeding market expectations. A 49% earnings compound annual growth rate (CAGR) is expected from 2024 to 2027 [4] - The stock is currently trading at a price-to-earnings (PE) ratio of 21x for 2025 and 16x for 2026, deemed attractive [4] - **China Resources Beer**: - Expected low-single-digit y-o-y growth in sales volume and high-single-digit growth in net profit for 1H25. The stock is trading at a PE of 15x for 2025 and 14x for 2026, with a dividend yield of 3.9% for 2025 [4] - **YUTO**: - The company is expected to benefit from the shift of orders to overseas markets amid trade tensions, enhancing its competitiveness and market share. The stock is trading at a PE of 13x for 2025 and 11x for 2026 [4] Additional Insights - **Consumer Confidence**: The consumer confidence index declined by 0.1 month-on-month in June 2025, indicating potential concerns among consumers regarding spending [20] - **Unemployment Rate**: The surveyed urban unemployment rate increased by 0.2% month-on-month in July 2025, reflecting ongoing labor market challenges [15] - **Subsector Performance**: - The consumer discretionary sector has shown strong performance with a year-to-date increase of 11.6% and a one-year increase of 44.4% [27] - The baijiu subsector is currently trading at a 17x 12-month forward PE, while the beer subsector is at 18x [30][33] This comprehensive summary captures the essential insights and data points from the research report, providing a clear overview of the current state of the retail and consumer goods industry in China, along with specific company performances and broader economic indicators.

Limited-release collection honors the spirit of the West and is celebrated with first-ever national ad painted with Coors Banquet beer GOLDEN, Colo., Aug. 21, 2025 /PRNewswire/ -- From outfitting cowboys for generations to offering the same brewing tradition since 1873, Wrangler® and Coors Banquet® know firsthand what it takes to be the best in the West. Now, these two iconic brands are teaming up to create their first-ever co-collection. Introducing the Wrangler x Coors Banquet Collection, a joint salute t ...

For years, Rohan Oza made millions for celebrities—including Jennifer Aniston and 50 Cent—on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet.https://t.co/rRu16nrEak https://t.co/FAHdIQd2Sp ...

For years, Rohan Oza made millions for celebrities—including Jennifer Aniston and 50 Cent—on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet.https://t.co/rRu16nrEak https://t.co/MaJLWc0ilO ...

For years, Rohan Oza made millions for celebrities—including Jennifer Aniston and 50 Cent—on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet.https://t.co/rRu16nrEak https://t.co/syUTKRweew ...

For years, Rohan Oza made millions for celebrities on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet. (Photo: Ryan West for Forbes) https://t.co/0ZPEyvpX8P https://t.co/dGcpmAKpRL ...

New Campaign Launches Today Ahead of Unrated Film's Theatrical Release on August 29, 2025 – Because this Radioactive Mutant Superhero Won't Put Soda in His Body LOS ANGELES, Aug. 19, 2025 /PRNewswire/ -- Cineverse (Nasdaq: CNVS), a next-generation entertainment studio, has launched a new campaign with Liquid Death, one of the fastest growing non-alcoholic beverage brands, for a unique brand partnership leading into the August 29, 2025 wide theatrical release of The Toxic Avenger Unrated. The core piece of t ...

For years, Rohan Oza made millions for celebrities on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet. (Photo: Ryan West for Forbes) https://t.co/yOEMDwlvsu https://t.co/YYTsOpY3ig ...