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Wall Street Breakfast Podcast: Weed Stocks Light Up
Seeking Alpha· 2025-09-30 11:04
Group 1: Cannabis Industry Impact - Cannabis stocks experienced a significant rally following President Trump's endorsement of cannabidiol (CBD) for senior healthcare, suggesting a potential shift in public perception and market dynamics [3][4] - Leading cannabis companies such as Tilray Brands, Canopy Growth, Cronos Group, and Aurora Cannabis saw substantial stock price increases, with Tilray Brands rising as much as 60% and Canopy Growth gaining approximately 17% [4][5] - The video posted by Trump emphasized CBD's benefits, including pain relief and improved sleep, and highlighted potential cost savings of $64 billion annually if cannabis is fully integrated into the healthcare system [6] Group 2: McDonald's Loyalty Program - McDonald's is reintroducing its popular Monopoly game to attract customers to its loyalty program, which currently accounts for about 25% of its U.S. business [10][12] - The new game format allows customers to scan game pieces from food packages into an app, offering prizes such as airline miles and cash, aiming to increase global active loyalty members to 250 million by the end of 2027 [11][12]
“美食+非遗”盛宴预热假期 跨界盛宴助力文旅消费
Sou Hu Cai Jing· 2025-09-28 14:13
天津北方网讯:9月27日,天津肯德基在滨海万达广场举办"品美食、学非遗、话哪吒"盛宴,为假期预 热,助力文旅消费。 此前9月19日,肯德基联动电影《哪吒之魔童闹海》,推出首次变红的嫩牛五方,点燃消费者热情。天 津作为哪吒文化发源地,"哪吒闹海"传说2012年列入河西区非遗名录。活动中,肯德基小K体验营带来 天津特色评书、快板和非遗面塑制作。青年评书演员徐晟言、快板演员郝鹤鸣及京剧小演员王子恒精彩 演绎哪吒故事,非遗面塑传承人弟子贾曙萁指导小朋友制作哪吒面塑,让大家感受非遗与地域文化魅 力。 此外,肯德基联动《哪吒2》推出联名冰箱贴,多家门店打造成哪吒主题餐厅。新品"红运五方"因食材 丰富、川辣口味契合哪吒个性受青睐,中秋赛螃蟹月亮堡也为消费者带来独特体验。家长李女士称赞活 动兼具意义与趣味。未来,天津肯德基将继续探索"美食+文化"跨界模式,提供更多元文化消费体验。 ...
百果园拟筹约3亿元还债;LVMH集团出售KVD;宜家母公司CEO换届
Sou Hu Cai Jing· 2025-09-28 03:06
Investment Dynamics - China Resources Holdings' subsidiary Huachuang Xinxin plans to reduce its stake in Shanxi Fenjiu by up to 16.20 million shares, representing a maximum of 1.33% of the company's total share capital. The company currently holds 10.50% of Shanxi Fenjiu [3] - Huachuang Xinxin has previously reduced its holdings, with a total of 6.30 million shares sold between December 2024 and February 2025. The parent company, China Resources, maintains confidence in Shanxi Fenjiu's future despite the reduction [3] Brand Dynamics - LVMH's beauty incubator Kendo has sold its vegan makeup brand KVD Beauty to private equity fund Windsong Global, marking Kendo's first brand sale. KVD will join the multi-brand beauty platform Belle Brands [11] - Netflix has signed a global co-marketing agreement with Anheuser-Busch, focusing on promotional activities for shows like "The Gentlemen" and "Culinary Class Wars," featuring Budweiser and other brands during major events [14] - McDonald's is launching a Mid-Autumn Festival campaign in collaboration with the game "Black Myth: Wukong," featuring themed products and events across over 7,100 restaurants [17] - Lanzhou Beef Noodle has entered a strategic partnership with Coca-Cola to promote cultural heritage and develop co-branded products through various marketing channels [20] - The tea brand "Bawang Chaji" is opening new stores in Hong Kong, expanding its market presence since entering in 2024 [23] - Alibaba's Amap has waived the annual entry fee for all restaurant merchants and is providing various support services to enhance business opportunities [26] - IKEA's parent company Inter IKEA Group announced a CEO transition, with Jakub Jankowski set to take over in January 2026, aiming to drive international manufacturing and digitalization [28]
8点1氪:西贝称1岁孩子在西贝学会吃饭属实;马斯克回应出现在爱泼斯坦相关文件中;哪吒汽车重整,仅一家意向投资人符合报名要求
36氪· 2025-09-28 00:12
Group 1 - The official account "Xibei Taste Morning Reading" has set its content to private due to online harassment faced by customers and employees [2] - Xibei's chairman was emotionally moved by a story shared on the platform about a child learning to eat at their restaurant [2] - The account serves as an internal communication platform for Xibei employees, showcasing the company's culture and has published 1,952 original pieces of content as of September 27, 2025 [2] Group 2 - Nezha Auto's restructuring process has seen only one potential investor submit complete materials and pay the required deposit of 50 million yuan [5] - The restructuring management has raised the entry threshold for potential investors, requiring a deposit to ensure serious applications [5] Group 3 - McDonald's has faced criticism over the pricing of bottled water, with prices varying significantly across different locations [6] - The pricing is determined by Coca-Cola and the company, with local stores unable to modify it [6] Group 4 - The International Paralympic Committee has fully restored the membership status of Russia and Belarus, allowing their athletes to compete under their national flags in upcoming events [10] Group 5 - Hefei Youai Intelligent Robot Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming to become the first stock in the mobile operation robot sector if successful [13] - The company focuses on embodied intelligence technology and aims to scale its applications in robotics [13] Group 6 - Google has launched its advanced robotics reasoning model, Gemini Robotics-ER 1.5, which enhances robots' perception and interaction capabilities [14] - This model is designed to interpret complex visual data and execute spatial reasoning based on natural language commands [14] Group 7 - Recent adjustments in credit card overdraft rates by several banks have introduced rates as low as 0%, potentially benefiting high-quality credit card users [11] - At least six banks have publicly announced changes to their credit card overdraft rate standards [11] Group 8 - Significant progress has been made in solid-state battery research by a team from Tsinghua University, developing a new fluorinated polyether electrolyte [15] - This advancement aims to enhance the physical contact and ionic conductivity of solid-state interfaces, supporting the development of high-safety, high-energy-density solid-state lithium batteries [15]
米村拌饭把预制菜玩通关了
半佛仙人· 2025-09-27 05:10
这是半佛仙人的第1884篇原创 周末不卷,随便写点。 最近连吃了好几天的米村拌饭。 不是因为觉得好吃,味道就那样,甚至感觉除了服务员基本都是预制的。 但我发自心内的不觉得有问题。 因为他们已经用尽全力演了。 米村拌饭,简直是预制菜的亲爷爷。 真的,我越吃越觉得6,而且哪怕你知道一切都是预制的,你也服气。 米村拌饭的核心竞争力是那个【石锅】。 呲溜呲溜,热气腾腾。 锅子热到烫手。 石锅端上来很烫,吃完了还是烫。 就这个烫的程度,会让你很快就忘却了这是从冷冻车间生产出来通过冷链运输运到店里的 原料。 用刺啦刺啦的声音,用铁板上冒着的热气,来完成一个【预制菜—现制菜】在你心理上的 转化。 客观:半成品。 理智:就是预制的。 感官:太锅气了,太6了,这就是现做的。 关键是,米村拌饭选择的这个品类也非常合适。 1 石板拌饭,金枪鱼拌饭,香辣鱿鱼,都是对料理技艺的需求并不高的菜品,预制和现制的 差别极其小。 哪怕你让米其林三星的大厨,用上全世界最好的材料来做,做出来也就那样。 它的天花板就在这里了。 这不是缺点,这甚至是优点。 简而言之,就是: 演的如此认真,以至于你也承认没有功劳也有苦劳。 你都不好意思不认。 预制菜最 ...
百胜中国凭借肯德基食物驿站项目 荣登《财富》2025年「改变世界的公司」榜单
Huan Qiu Wang· 2025-09-27 03:56
秉持着积极回馈社会的承诺,百胜中国亦透过捐一元项目支持乡村儿童的发展,该项目至今已进入第18 个年头。自2008年以来,该项目已筹集超过2.7亿元人民币,提供了超过5,960万份营养餐,并为乡村学 校建设了1,500多个现代化厨房。 除食物驿站和捐一元项目外,公司在可持续发展目标方面也持续取得进展,公司以食品安全作为首要任 务,同时积极推进低碳运营、绿色供应链、循环经济等行动,并在适宜场景中引入更加环保与可持续的 替代方案。 肯德基食物驿站项目最初于2020年在深圳启动,获得广泛的公众认可,并扩展至全国180多个城市的超 过1,000个站点。该项目将超过最佳赏味期但仍在保质期内的余量食物,免费提供给有需要的社区人 群。这一举措不仅为有需要的群体提供了切实帮助,也支持了百胜中国实现其可持续发展目标——即到 2030年,在2020年基础上,每家餐厅的食物浪费减少10%。 来源:环球网 9月25日,百胜中国宣布公司凭借肯德基食物驿站项目,荣登《财富》杂志2025年「改变世界的公司」 榜单。该榜单旨在表彰那些将社会责任举措深度融入业务战略,并由此产生积极社会影响的企业。这也 是继2023年公司「捐一元」公益项目入选该 ...
火遍国外的汉堡王,为啥在中国吃瘪?
Hu Xiu· 2025-09-27 02:00
Core Viewpoint - Burger King's performance in China is declining, with fewer than 1,500 stores remaining and over 100 closures in the past six months, struggling against competitors like McDonald's and KFC, as well as local brands such as Tasting and Wallace [1] Company Performance - Burger King has seen a reduction in its store count in China, indicating a downward trend in its market presence [1] - The company has closed more than 100 stores in the last six months, reflecting operational challenges [1] Competitive Landscape - Burger King is unable to compete effectively with McDonald's and KFC in the Chinese market [1] - Local competitors, including Tasting and Wallace, have outperformed Burger King significantly [1]
月薪3万,也不敢吃「快餐界爱马仕」
36氪· 2025-09-26 13:35
以下文章来源于槽值 ,作者槽值小妹 槽值 . 网易文创旗下新情感消费品牌,倡导更有情调、有质感的生活方式。 谁又被上课了? 来源| 槽值(ID:caozhi163) 封面来源 | IC Photo "谁吃麻辣香锅能不被上一课呢。" 最近一条热搜让很多人恍惚:麻辣香锅,我上一次吃是什么时候来着? 随着和麻辣烫一样,与"贵""刺客"绑定,麻辣香锅似乎淡出了许多年轻消费者的视线。 偶尔商场路过一些门店,也只是感叹一句吃不起就快步离开。 "杨国福有这样的麻辣香锅进入中国,算坐实了和周大福、金六福并称中国三大珠宝店的名头。" 从当年的"打工人居家旅行必备",到人人喊打的价格刺客,麻辣香锅,一路走来怎么回事? 麻辣香锅,年轻人的一场"豪赌" "这年头,还敢吃麻辣香锅的都是狠人。" 一个现象,打开社交平台搜索"麻辣香锅"关键词,往往会自动触发两句话: "贵成这样,怎么不去抢。" 但在人们以为它凉了的时候,麻辣香锅其实仍坚挺,连麻辣烫巨头杨国福,都开始卖麻辣香锅了。 今年6月,杨国福麻辣烫在广东率先上线麻辣香锅新品类,7月就已开始在全国门店陆续上新。 图源:杨国福麻辣烫小红书账号 爱吃的人感叹一波"双厨狂喜",爱吃但被伤害过 ...
勇士集结火山打团!达美乐比萨 ×《地下城与勇士:起源》联动上线,开启美味探险之旅!
Sou Hu Wang· 2025-09-25 03:54
Core Points - The collaboration between Domino's Pizza and the popular mobile game "Dungeon & Fighter: Origin" features a special "Volcano Raid" meal package, combining culinary creativity with gaming elements [1][3][5] - The promotional period for this collaboration runs from September 25, 2025, to December 24, 2025, with limited-time offers available at designated stores [1][10] - The meal package includes a choice of cheese or cocoa "volcano" pizza, with a maximum discount of 42 yuan, and comes with exclusive in-game items and merchandise [1][5][10] Company Overview - Domino's Pizza, established in 1960, operates over 21,000 restaurants in more than 90 countries as of Q2 2025, with over 1,200 stores in mainland China [9] - The company emphasizes quality ingredients, including imported cheese and a variety of meats and vegetables, ensuring a high standard of pizza production [9] - Domino's Pizza offers a delivery guarantee of 30 minutes, enhancing customer service and satisfaction [9][10] Industry Context - "Dungeon & Fighter" is a well-known RPG fighting game that has maintained popularity for over a decade, with its mobile version "Dungeon & Fighter: Origin" being well-received in China [3][5] - The collaboration represents a growing trend of cross-industry partnerships, merging food and gaming to enhance customer engagement and brand loyalty [1][3]
未来3年投入4亿元培养人才 揭密每年培训1万人的麦当劳中国汉堡大学
Di Yi Cai Jing· 2025-09-24 14:52
Core Insights - McDonald's China announced an investment of over 400 million yuan in talent training and development over the next three years [2] - The Hamburger University trains nearly 10,000 students annually, with over 200,000 employees participating in online learning each year [2] - Hamburger University focuses on the restaurant service industry, teaching both hard skills related to restaurant operations and soft skills [2] Training and Development - Hamburger University, established in Shanghai in 2010, is the seventh globally and currently has 11 locations worldwide [2] - The CEO of McDonald's China, Zhang Jiayin, noted that the number of restaurants has grown from over 1,000 in 2010 to more than 7,400 today, serving over 1.3 billion customers annually [2] - The university has begun to increase interactions with other industries, including leadership courses for suppliers and companies like Coca-Cola [2] Educational Partnerships - Over 600 educational institutions have partnered with Hamburger University, with more than 200 using its resources as educational materials [2] - This collaboration aims to achieve a true integration of industry and education, providing a comprehensive system that meets the needs of educational institutions [2]