14 July 2025 | 8:23PM HKT China Consumer Pulse check: Unexciting consumption backdrop with increasing risks to 2Q25 earnings The overall China consumption trend appears unexciting in 2Q25, and we observed sequentially softer trends in multiple sectors including spirits (along with headwinds from policy tightening on anti-extravagance), dairy, sportswear, cosmetics, condiments, and prepared food, though headline numbers (NBS retail sales growth, 618 GMV growth) showed resiliency supported by continuous trade ...

21世纪经济报道记者肖夏重庆报道 二季度以来多重利空的影响，开始在酒类股业绩端显现。 截至7月14日晚，已有16家酒类股披露了上半年业绩预告。21世纪经济报道记者梳理注意到，包括白酒、啤酒、黄酒、保健酒、 葡萄酒在内，16家酒类上市公司中，有11家营收同比下滑，多家出现两位数下滑。 盈利情况更不容乐观。16家上市酒企中，有8家上半年出现亏损，剩下8家酒企中，也有多家盈利大幅下滑。整体上看，酒类股 上半年业绩呈集体下跌趋势。 | | | 首批酒类股上半年业绩 | | | | --- | --- | --- | --- | --- | | | 预计营收 | 同比变化 | 预计归母净利润 | 同比变化 | | 顺鑫农业 | | 下滑 | 1.55亿元~1.95亿元 | 下滑54%~63% | | 酒鬼酒 | 5.6亿元 | 下滑43% | 800万元~1200万元 | 下滑90%~93% | | 水井坊 | 14.98亿元 | 下滑12.8% | 1.05亿元 | 下滑56.5% | | 金种子酒 | | 下滑 | -6000万元~-9000万元 | 大幅转亏 | | *ST看石 | | 下滑 | -5000万元~ ...

Niagara-on-the-Lake, Ontario--(Newsfile Corp. - July 14, 2025) - Diamond Estates Wines & Spirits Inc. (TSXV: DWS) ("Diamond Estates" or "the Company") announced that it has issued deferred share units ("DSUs") to its directors as of today. Pursuant to the Company's deferred share unit plan, an aggregate of 221,875 DSUs at a deemed price per DSU of $0.20 have been issued by the Company to non-executive directors in settlement of $44,375.00 of deferred directors' compensation. The DSUs are to be settled in c ...

Core Insights - Nevis Brands Inc. reported a modest revenue increase in Q2 2025 compared to Q1, driven by stable revenues in licensed markets and early performance of its hemp-derived THC product line [2][4] - The company maintained a gross profit margin of 75%, reflecting the effectiveness of its capital-light licensing model [2][5] - Non-operational factors, including foreign exchange pressure and elevated audit fees, impacted earnings, resulting in a net loss of CAD 92,458 for the quarter [3][4] Financial Performance - Revenue for Q2 2025 was CAD 418,745, slightly up from CAD 416,355 in Q1 [4] - Gross profit was CAD 315,228, showing stability compared to CAD 315,345 in Q1 [4] - EBITDA for the quarter was CAD -16,226, a decline from CAD 135,038 in Q1 [4] Operational Highlights - Geographic expansion in New Jersey and Missouri contributed to revenue growth, with flagship brands Major™ and Happy Apple™ gaining traction [5] - The launch of the Happy Apple™ hemp-derived THC drink generated initial positive consumer feedback, with expectations for sales acceleration in the second half of fiscal 2025 [5] - The company's asset-light strategy continues to validate its gross margin of 75%, allowing for low fixed costs and adaptability to market changes [5] Strategic Outlook - Nevis is positioned to capitalize on growth drivers as the cannabis beverage category matures and consumer adoption increases [6] - The company is focused on scaling revenues and progressing towards sustained profitability, with strong brand momentum and disciplined cost control [6][11] - New distribution partnerships are under review, expected to enhance national distribution for Major™ and Happy Apple™ [11]

CHICAGO, July 14, 2025 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) will release its second quarter 2025 financial results on Tuesday, July 29, 2025 at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day.Investors and analysts may participate via phone by calling 800-225-9448 from the United States and 203-518-9708 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be prov ...

Core Insights - PepsiCo, Inc. is focusing on productivity mechanisms to enhance efficiency, fund innovation, and boost margin expansion [1][9] - The company faces cost challenges in 2025 due to inflation, supply-chain disruptions, and commodity price fluctuations [2][9] - PepsiCo is doubling down on productivity and transformation initiatives to address cost pressures and drive long-term margin expansion [3][4] Productivity Initiatives - PepsiCo's productivity initiatives aim to drive cost savings across the value chain, including increased automation in manufacturing, warehousing, and distribution [1][3] - The initiatives extend beyond cost containment, focusing on operational excellence, innovation, and sustainable value creation [4] - The company is utilizing data-driven insights to optimize logistics and enhance warehouse efficiency [3][4] Competitive Landscape - Key competitors in productivity enhancements include The Coca-Cola Company and Monster Beverage Corporation [5] - Coca-Cola has achieved strong productivity growth through technology, data analytics, and improved employee engagement, enhancing efficiency and customer satisfaction [6] - Monster Beverage emphasizes productivity through R&D investments and supply chain optimization, achieving a gross margin expansion of 240 basis points in Q1 2025 [7] Financial Performance - PepsiCo's shares have declined approximately 11.1% year to date, contrasting with the industry's growth of 5.3% [8] - The forward price-to-earnings ratio for PepsiCo is 16.72X, below the industry average of 17.98X [10] - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 3.6% for 2025, with a projected increase of 5.3% for 2026 [11]

饮料行业的激烈竞争导致的发展变化，充满了挑战和不确定性。加入维他奶后一年，中国内地行政总裁王栋在交出了一份满意的财报答卷。日前，他在维他 奶东莞工厂，接受了包括羊城晚报在内的媒体采访，并畅谈了在维他奶工作一年以来对行业的观察和思考。这也是他在任职维他奶中国内地行政总裁以来， 首次接受媒体采访。 "鸭屎香柠檬茶对于维他奶来讲也是迈出了一大步。这是基于我们对于市场和消费者，特别是年轻一代消费者的深刻认知和理解所开发的产品，所以在市场 上收获了很好的反响。我相信大家品尝这款产品之后都会理解到我刚谈到的关于产品配方设计的考量。"他表示，除柠檬茶外，维他奶产品线也会开展多项 推广活动，希望借助新品带动豆奶品类的发展。他表示，今年新上市的白桃味果味奶正是基于这一思路。 东莞工厂是维他奶在中国内地的旗舰生产基地，兼具产能规模、智能制造、环保可持续三大优势，在集团全球供应链中占据核心地位。这家工厂也支持着维 他奶的新品研发，如去年以来在市场上表现亮眼的鸭屎香柠檬茶、白桃味豆奶等产品。维他奶中国内地总部（位于广州南沙）依托东莞工厂调配产能，优化 全国及全球分销网络。 不卷价格，参与主流竞争 上个月发布的维他奶最新财报显示，维他 ...

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Altria (MO) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Altria is a member of the Consumer Staples sector. This group includes 178 individual stocks and currently holds a Zacks Sector Rank of #14. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Z ...

WESTBROOK, Maine, July 14, 2025 (GLOBE NEWSWIRE) -- Synergy CHC Corp. (NASDAQ: SNYR) (“Synergy” or the “Company”), a fast-growing consumer health and wellness company, today announced a new wave of retail and distribution wins across its FOCUSfactor supplement and functional beverage lines. From mass retail to national pharmacy to off-price and convenience, these gains reflect the Company’s focused strategy to scale its cognitive health portfolio. Organized into two key segments – Supplement Gains and Bever ...

Group 1 - The rise of "DIY" beverages reflects a growing consumer demand for creativity and personalization in drink choices, with major brands like Coca-Cola and Suntory responding by launching products that allow consumers to create their own drinks [1][3][12] - The ice cup market has seen significant growth, with a 236.3% increase in related content and a 462.6% rise in interactions in the first half of 2024, driven by younger consumers seeking affordable and social drinking experiences [3][4][12] - Major brands are entering the ice cup market, with companies like Nongfu Spring and Mixue Ice City launching competitive pricing strategies, including ice cups priced as low as 1 yuan [3][4][12] Group 2 - The "self-made" trend has led to innovative products like Suntory's "Pepsi Concentrate," which allows consumers to mix their own drinks at home, catering to the growing demand for interactive and experiential consumption [19][20] - Ito En has introduced a product called "Yogurt Buddy," which transforms milk into jelly-like desserts, tapping into the trend of turning traditional beverages into snack-like options [22][24] - The success of these products indicates a shift in consumer behavior, with a focus on creating social currency and emotional value through the sharing of unique drink experiences on social media [25][26] Group 3 - Japanese beverage giants are adopting differentiated strategies in the "DIY" beverage market, with Suntory, Ito En, and Mizkan each targeting unique consumer experiences and market segments [13][18] - Mizkan's success with the "Yuzu Vinegar Sour" drink showcases the potential of co-creation with consumers, as it originated from a mix created by a restaurant owner and gained popularity through social media [14][16] - The emphasis on consumer engagement and experience in product development is a key takeaway for companies looking to capitalize on the "DIY" beverage trend [25][26]