Group 1 - Madison Mid Cap Fund reported a return of 5.2% in Q2 2025, underperforming the Russell Midcap Index which increased by 8.5% [1] - The fund highlighted Brown-Forman Corporation (NYSE:BF-B) as a notable stock, which experienced a one-month return of -11.47% and a 52-week decline of 41.58% [2] - Brown-Forman's stock closed at $27.48 on September 19, 2025, with a market capitalization of $12.888 billion [2] Group 2 - The fund sold its small position in Brown-Forman due to a lack of post-Covid recovery in liquor sales, attributed to changing consumption trends among younger demographics and external factors like tariffs [3] - Brown-Forman is not among the 30 most popular stocks among hedge funds, with 37 hedge fund portfolios holding the stock at the end of Q2 2025, unchanged from the previous quarter [4] - The analysis suggests that certain AI stocks may offer better investment potential compared to Brown-Forman, indicating a shift in investor interest [4]

天眼查App显示，近日，宜宾市叙州区游君酒业经营部（个体工商户）成立，法定代表人为罗友均，注 册资本3万人民币，经营范围为许可项目：酒类经营；食品销售。（依法须经批准的项目，经相关部门 批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：食用农产品 零售；互联网销售（除销售需要许可的商品）；日用品批发；日用品销售；日用百货销售；食品用洗涤 剂销售；农副产品销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - Seagram's Royal Stag has appointed four new brand ambassadors from various entertainment sectors to enhance its appeal to younger consumers [1][2] Group 1: Brand Ambassadors - The new ambassadors include actor Sidharth Malhotra, rapper Badshah, actor Naga Chaitanya, and gamer Payal Dhare, joining existing representatives Rohit Sharma, Jasprit Bumrah, and Suryakumar Yadav [1] - The selection of ambassadors aims to represent cinema, music, gaming, and cricket, thereby strengthening the brand's connection with diverse cultural areas [2] Group 2: Brand Philosophy - Malhotra stated that the brand embodies "courage to try new things," aligning with his personal philosophy [3] - Badshah highlighted the brand's celebration of individuality, while Chaitanya noted its cultural relevance [3] - Gamer Payal Dhare emphasized the brand's role in breaking barriers and redefining success [3] Group 3: Brand Positioning - Royal Stag positions itself as a brand for "young, daring, confident, progressive" individuals, promoting its "Live It Large" philosophy [4] - The brand consistently markets itself to inspire youth to pursue their passions [4] Group 4: Company Overview - Pernod Ricard India, a fully-owned subsidiary of Pernod Ricard SA, owns Royal Stag and has a diverse portfolio of whiskey brands, including Blenders Pride, Imperial Blue, and 100 Pipers, as well as international premium brands like Chivas Regal and The Glenlivet [5] - Seagram's whiskies are exported to over 28 countries worldwide [5]

Industry Overview - The alcoholic beverage industry faces high competition, macroeconomic volatility, and changing consumer preferences [1] - Major brands like Diageo plc are navigating these challenges [1] Analyst Background - The analyst has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis [1] - Focus areas include ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst has diversified investments across various industries and market cap sizes, including blue-chip companies and stocks for retirement and trading profits [1] Market Engagement - The analyst entered the US market in 2020 and has been using Seeking Alpha for insights and comparisons with the PH market [1]

Core Viewpoint - EPSIUM ENTERPRISE LIMITED addresses recent unusual trading activity in its shares, clarifying that it is not related to any changes in business fundamentals or financial performance [2][3]. Company Operations - The company confirms that its operations remain stable, with normal functioning of supply chain and distribution channels, and no corporate events that could explain the stock price fluctuations [2][3]. - EPSIUM maintains long-standing relationships with suppliers and customers, and continues to execute its strategic priorities aimed at expanding market presence and delivering sustainable growth [3]. Financial Outlook - EPSIUM's financial outlook and long-term strategic objectives are consistent with previous disclosures, indicating no significant changes in its business strategy [3]. Corporate Governance - The company emphasizes its commitment to transparency, timely disclosure, and compliance with securities laws, urging investors to rely on official communications for accurate information [4][5]. Company Background - EPSIUM, through its Macau operating entity, Companhia de Comercio Luz Limitada, is engaged in importing and wholesaling premium alcoholic beverages, with a significant focus on high-end Chinese liquor [6].

Group 1: Overall Industry Performance - The alcohol industry is experiencing a deep adjustment phase, with most listed companies reporting a shift from significant growth to "active adjustment" in performance [1][2] - The overall structure of the industry remains largely unchanged, with market concentration increasing towards leading companies [1][2] Group 2: Baijiu Industry - The baijiu sector is the most affected by the adjustment, with 20 listed companies reporting mixed results: 6 companies saw both revenue and net profit increase, while 13 reported declines [2][3] - Leading companies like Kweichow Moutai and Wuliangye maintained growth, while smaller firms faced more significant performance declines, highlighting a growing industry divide [2][3] Group 3: Beer Industry - The beer industry is showing signs of recovery, with domestic companies reporting revenue growth while international firms are experiencing declines [5][6] - High-end products are becoming a key competitive factor, with companies like China Resources Beer and Yanjing Beer reporting significant profit increases [6][7] Group 4: Huangjiu Industry - The huangjiu sector is struggling to achieve collective growth, with only one of three listed companies reporting an increase in revenue [8][9] - Companies are focusing on national expansion and targeting younger demographics, but overall performance remains lackluster [8][9] Group 5: Wine Industry - The domestic wine market is still in a deep adjustment phase, with most companies reporting revenue declines, except for a few like CITIC Niyah [10][11] - The market is facing challenges from imported wines, which have increased in value despite a decrease in volume [10][11]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Consumer Staples Sector Overview - The consumer staples sector is currently facing challenges such as cost pressures from inflation, high commodity prices, and tariffs, which have negatively impacted profit margins [1] - Real average wages have declined, leading consumers to reduce spending [1] - Investor focus has shifted towards high-growth industries like AI, resulting in high valuations and limited upside for consumer staples companies [1][2] Constellation Brands - Constellation Brands is a major player in the alcoholic beverages market, with brands like Modelo and Corona, and has seen a year-to-date decline of nearly 29%, making it an attractive value play with a price/sales ratio of 2.56 [4][5] - The global alcohol market is projected to reach approximately $3 trillion by 2030, and Constellation's strong international presence positions it well, particularly among Hispanic and Latino consumers [5] - Despite a troubling dividend payout ratio of -170.7%, Constellation has maintained a dividend yield of 2.56% and analysts expect earnings to grow by about 7% in the coming year, indicating potential upside of over 33% for STZ shares [7] Estée Lauder - Estée Lauder has experienced mixed results in its latest fiscal quarter, with both EPS and revenue declining year-over-year, although EPS exceeded analyst expectations [8][9] - The company is implementing cost-cutting measures aimed at saving up to $1 billion annually, which has led to a gross margin expansion of 230 basis points to 74% [10] - Estée Lauder's strong market position in prestige beauty and improved value metrics make it well-positioned to navigate external challenges [11] Mondelez International - Mondelez International maintains a strong market presence in the snack food and beverage sector, leveraging pricing power and brand loyalty to counteract volume slippage [13] - Despite a year-over-year decline in EPS, Mondelez's revenue grew by about 8% due to strong performance in emerging markets [14] - The company has a sustainable dividend payout ratio and is expected to generate over $3 billion in free cash flow this year, with analysts projecting more than 17% upside potential for MDLZ shares [15]

Group 1 - The importance of market position certification for brands in a competitive market is emphasized, providing credibility and authority to enhance brand persuasion [2] - CICC International Consulting has extensive experience in market research, with over 20,000 successful cases, and offers professional market position certification services [2] - Market position certification is applicable across various digital and traditional media platforms, enhancing brand visibility and recognition [2] Group 2 - The low-alcohol beverage market in China is projected to exceed 120 billion yuan by 2030, capturing 35%-40% of the total beverage market [4] - The growth of the low-alcohol market is driven by generational shifts, health trends, and globalization, with younger consumers favoring lighter drinking experiences [4][5] - Innovative products like fruit wines and sparkling wines are experiencing significant growth, with fruit wines seeing over 70% annual growth in instant retail channels [5] Group 3 - New brands are redefining consumption logic in the low-alcohol market through scenario-based innovations, enhancing both taste and functionality [5] - Companies are expanding consumption scenarios beyond traditional dining settings, creating a more engaging consumer experience [5]

The Japanese owner of Jim Beam and Maker’s Mark said its top executive resigned after police opened an investigation into whether he purchased illegal supplements https://t.co/C6TQHfpUDU ...