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Lessons I Learnt, After I Lived Them! | Gauav Jain | TEDxScindia School Youth
TEDx Talks· 2025-09-26 16:15
Business Strategy & Transformation - The company emphasizes the importance of adapting to changing circumstances and not letting current situations dictate future opportunities, as demonstrated by pivoting the business model when a large customer changed its supply chain strategy [3][6][7] - The company highlights the significance of seizing opportunities even when facing challenges, referencing the decision to partner with Starbucks despite a difficult business environment, which led to the creation of a food service network across Asia [8][9] - The company underscores the value of continuous learning and skill development, illustrated by pursuing an MBA to deepen understanding of the supply chain business [10][11] Entrepreneurial Mindset - The company advocates for playing the ball on its merit, meaning that current circumstances should not dictate how one responds to the next opportunity [3] - The company stresses the importance of detaching daily to rebuild oneself, suggesting that hobbies and breaks can provide stillness, mental strength, and clarity [12][13][14] - The company emphasizes that limitations and boundaries are often self-imposed and that individuals have more potential than they realize [18] Personal Development & Leadership - The company shares a life lesson about making the best use of one's abilities, regardless of perceived limitations [2] - The company encourages making decisions based on merit rather than fear or past experiences, advocating for an open and adaptable approach to life's plans [19]
S&P Global Says Business Activity Growth Slows But Remains ‘Robust'
PYMNTS.com· 2025-09-23 23:38
U.S. business activity continued growing in September, though the rate of growth slowed for the second consecutive month, S&P Global said Tuesday (Sept. 23).By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The compa ...
Sysco Corporation (SYY) Presents at Wells Fargo 8th Annual Consumer Conference Transcript
Seeking Alpha· 2025-09-16 17:53
Core Insights - Sysco is recognized as the leading player in the food service industry both in the U.S. and in international markets [1][2] Group 1: Company Overview - Sysco's leadership is represented by Chairman and CEO Kevin Hourican and CFO Kenny Cheung [2] - The company is actively participating in the Wells Fargo Consumer Conference, indicating its engagement with investors and stakeholders [1] Group 2: Conference Context - The conference is hosted by Wells Fargo, with a focus on the Staples Retail and Food Service sectors, highlighting the importance of Sysco's role in these industries [1]
X @The Wall Street Journal
The Wall Street Journal· 2025-09-16 15:52
Performance Food and US Foods Holding entered an agreement to share information and evaluate regulatory considerations related to a potential business combination https://t.co/zFLXXTXkDX ...
X @Bloomberg
Bloomberg· 2025-08-13 17:12
Mergers and Acquisitions - Performance Food 董事会认为没有理由与 US Foods Holding 就潜在的合并分享信息[1] - US Foods Holding 曾要求 Performance Food 分享信息以进行潜在合并[1]
X @The Economist
The Economist· 2025-08-08 18:50
Financial Performance - McDonald's operating margin has topped 47% for only the fourth time in the company's history [1] Industry Position - McDonald's operating margin is the industry's envy [1] Risk Assessment - McDonald's operating margin is not unshakeable, as earlier meager quarters showed [1]
主题投资阿尔法-人工智能应用者已登场:参与方式 + 解析人工智能应用案例 Thematic Alpha-The AI Adopters Are Here Ways to Play + Breaking Down AI Adoption Use Cases
2025-08-05 03:15
Summary of AI Adoption and Investment Opportunities Industry Overview - The thematic report focuses on the rapid adoption of AI across various sectors, highlighting its role in enhancing operational efficiencies, customer experiences, and product offerings [1][2][11]. Key Insights on AI Adoption - AI is increasingly being utilized for automating supply chains, improving customer service, optimizing financial forecasting, and accelerating research and development [2][11]. - A survey indicates that 60% of CIOs expect to have GenAI-based workloads in production by the end of 2025, with primary objectives being internal productivity, labor savings, and customer-facing applications [3][12]. - Companies are customizing AI technologies through in-house development or partnerships, leading to immediate benefits such as time savings, improved accuracy, and enhanced customer engagement [4]. Investment Opportunities - A comprehensive screening of AI exposure across various companies has led to the identification of five categories for potential investment: 1. **High Materiality + High Pricing Power**: Companies where AI is core to the investment thesis and have significant pricing power [21]. 2. **Improving Rate of Change on AI Materiality**: Companies showing an increasing significance of AI in their operations [22]. 3. **Mispriced Adopters**: Companies where the options market is pricing in a low probability of meeting analyst expectations [25]. 4. **Combining Secular with Cyclical**: High-quality, large-cap stocks that are also AI adopters [28]. 5. **Stocks Appearing Across Multiple Screens**: Companies that appear in multiple investment categories, indicating strong potential [32]. Notable Companies and Their AI Initiatives - **Amazon (AMZN)**: - Over 1,000 AI applications in progress, utilizing one million robots for operational efficiency. AI applications include demand prediction, customer support automation, and personalized shopping experiences [35][36][40]. - **Microsoft (MSFT)**: - Implementing AI across various functions, including sales and customer service, with a focus on reducing operational costs and improving efficiency [47][51]. - **Shopify (SHOP)**: - Encouraging AI integration among employees, with tools like Shopify Magic for automated store management and customer engagement [56][60]. - **Walmart (WMT)**: - Utilizing AI for customer experience enhancements, inventory management, and supply chain optimization, including drone delivery services [65][72]. - **Chipotle (CMG)**: - Investing in AI for customer engagement and operational automation, including autonomous kitchen technologies [77][82]. Additional Considerations - The report emphasizes the importance of understanding the specific AI use cases and their impact on operational efficiency across different sectors [15][34]. - Companies are expected to continue evolving their AI strategies, which may lead to further investment opportunities as AI technologies mature and become more integrated into business operations [46][73]. This summary encapsulates the key points regarding AI adoption across industries, potential investment opportunities, and notable company initiatives, providing a comprehensive overview for stakeholders interested in the evolving landscape of AI in business.
From Japan to Kerala, bringing Udon to Onam | Shintaro Tanaka | TEDxPunkunnam Thrissur
TEDx Talks· 2025-07-23 15:29
Uh thank you for audience. Thank you for tim giving me this opportunity. I'm very sorry actually I'm not good at English but I'm try to do my best.Please listen my story. Uh I came to India first time 19 years ago as tourist. 19.When that time I visited New Delhi, Jaipur, Agla, Vanasi and Chennai. It was great journey for me. I had big culture shock.One of them was a powerful city. One of them was spicy food. But it was very tasty.I like bora makari. One of them was people's lives that I can literally see a ...
正式开业第一天就爆火,京东七鲜小厨“火”在哪
Qi Lu Wan Bao Wang· 2025-07-23 07:17
Core Viewpoint - JD.com has launched the "Dish Partner" recruitment plan, investing 1 billion yuan to create a quality dining production platform called "Qixian Xiaochu," aiming to provide affordable and high-quality meals through an innovative supply chain model [3][4][5]. Group 1: Business Model and Strategy - Qixian Xiaochu's business model allows partners to provide recipes and participate in development, while JD.com handles cooking and quality control, ensuring a streamlined process for food delivery and pickup [3][5]. - The platform aims to address pain points in the restaurant and delivery industries, such as the difficulty of nationwide chain operations and the prevalence of "ghost kitchens" [3][4]. - The recruitment plan has received over 20,000 applications from various brands and individual chefs since its announcement [4]. Group 2: Supply Chain and Quality Assurance - Qixian Xiaochu emphasizes a rigorous supply chain, sourcing ingredients from reputable suppliers and ensuring food safety through strict quality checks and cold chain logistics [5][6]. - The platform has implemented 40 high-standard inspection protocols covering various aspects of food safety, collaborating with a well-known health management organization for regular checks [6][7]. - The innovative supply chain model allows Qixian Xiaochu to offer meals at competitive prices while maintaining quality, with some dishes priced around 10-20 yuan [4][5]. Group 3: Market Position and Future Plans - Qixian Xiaochu positions itself not as a "sub-landlord" but as a collaborative platform, where operational costs are covered by JD.com, allowing restaurant partners to focus solely on recipe development [6][7]. - The platform currently operates exclusively on JD.com’s delivery service but is open to partnerships with other platforms in the future to expand its reach [7].