China is known for its baijiu-fuelled banquets, but the country’s appetite for booze is drying up. Find out why on “Drum Tower” https://t.co/BTz6NCriK4 ...

产品营销：品质为先，培养心智 饮料产品，消费者以便捷性、好喝为导向，口感变化较快，且对价格敏感，缺乏品牌忠诚度，这对公司 营销能力提出了较大考验。农夫山泉眼光独到，精准选择产品定位，避开价格战红海，定位品质路线， 抓住时机将中国包装水行业带入"2 元时代"；前瞻性布局的无糖茶"东方树叶"在10 年后迎来爆发式增 长。同时，公司积极运用广告营销、事件营销、IP 营销为公司产品赋能，"农夫山泉有点甜"等宣传标 语深入人心，有效增强品牌力。 渠道梳理：适时变革，保持活力 公司经历联营体模式、通路精耕模式，并于2014 年转型为专属经销商模式。公司通过大商为主、二批 商为辅的模式进行渠道耕耘，在保证经销商自主性的同时公司通过相应制度和NCP系统加强对经销商和 终端管理。公司不断推出高利润畅销产品，保障经销商盈利能力，提升了经销商对公司的忠诚度。 未来展望：走出阴霾，王者归来 机构：长江证券 研究员：董思远/冯萱 农夫山泉：始于微末，发于华枝 在创始人钟睒睒带领下，成立于1996 年的农夫山泉后来者居上，成为包装水行业的领头羊。公司建立 了包装饮用水和饮料的双引擎发展战略，引领饮料行业发展，目前已经形成包装水、茶饮料、 ...

RT Bloomberg em Português (@BBGEmPortugues)Os argentinos viram o preço da sua bebida favorita, a erva-mate, despencar com o fim do controle pelo governo de Javier Milei. Mas, a medida afetou fortemente os produtores@manuelatobiasm https://t.co/XubrpSNdc3 ...

Core Insights - PepsiCo, Inc. (PEP) is experiencing strong momentum in its PepsiCo Beverages North America (PBNA) division, which has achieved high-single-digit growth in away-from-home channels and gained market share in no-sugar colas and Gatorade sports drinks [2][9] - The Frito-Lay North America (FLNA) division is facing challenges in stabilizing volumes across its core snack portfolio, particularly with the Lay's brand, while making progress in subcategories like Cheetos and Doritos [3][4][9] - The overall performance of PepsiCo in Q3 2025 will depend on whether the strong growth in PBNA can offset the ongoing headwinds faced by FLNA [4] PepsiCo Beverages North America (PBNA) - PBNA has delivered high-single-digit growth in away-from-home channels and gained market share in no-sugar colas and Gatorade [2][9] - The division's focus on innovation, affordability, and functional hydration products is driving consumer demand [2][9] - Management believes that PBNA will remain a key growth driver in the latter half of 2025 [2] Frito-Lay North America (FLNA) - FLNA is struggling with volume stabilization, particularly in the potato chip segment and Lay's brand, while making progress in other snack categories [3][4][9] - The division is addressing challenges through relaunches that emphasize natural ingredients and "real food" positioning [3] - Management is rightsizing its manufacturing footprint and pursuing productivity savings, but excess capacity and workforce adjustments may impact near-term performance [3] Competitive Landscape - Compared to Coca-Cola (KO), which is heavily beverage-focused and has a more straightforward growth trajectory, PepsiCo faces challenges in its snacking business [5][6] - Mondelez International (MDLZ) benefits from strong pricing power in its snacking category, unlike PepsiCo's FLNA, which is currently under pressure [7] Stock Performance and Valuation - PepsiCo shares have gained 12.8% in the past three months, contrasting with a 0.5% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 17.89X, slightly below the industry average of 18.24X [10] - The Zacks Consensus Estimate for PepsiCo's 2025 earnings implies a year-over-year decline of 1.8%, while the 2026 estimate suggests a growth of 5.2% [11]

Core Insights - The company achieved an 11% growth in EBIT for H1 2025, driven by solid topline growth and margin expansion, despite challenges in the Finnish market due to colder weather [1][2][5] Financial Performance - Volume increased to 8.8 million hectoliters in H1 2025, reflecting a 4% organic growth, with strong contributions from Western Europe and International segments [7][8] - Net revenue reached DKK 7,644 million, up 3% organically from H1 2024, with new activities in Belgium and Luxembourg contributing approximately 2.5% to this growth [8][11] - EBITDA grew by 9% to DKK 1,308 million, with an EBITDA margin of 17.1% [1][6] - EBIT increased by 11% to DKK 959 million, with an EBIT margin of 12.5%, reflecting improved operational efficiency [9][11] - Earnings per share (EPS) grew by 18%, reaching DKK 13.2 [6][11] Market Dynamics - The company gained market share across most categories and geographies, indicating strong commercial execution [6][7] - The performance in Italy, France, and the International segment was particularly strong, offsetting the volume decline in Northern Europe [6][7] Strategic Initiatives - The company is focusing on developing key brands while gradually reducing private label and lower-margin businesses [2][6] - A new share buy-back program of DKK 300 million has been launched, expected to conclude by December 19, 2025 [14] Updated Financial Outlook - The full-year financial outlook has been narrowed, with net revenue growth now expected in the range of 5-6% and EBIT growth in the range of 8-12% for 2025 [15][16]

All right, we got about uh six minutes to go before we get an opening bell here on this Tuesday in August. Things are pretty busy for August, I got to say. You know, usually last week things are kind of slow.You and I are trying to figure out what we're going to talk about. We got no shortage and you want to do constellation brands now. >> Look, here's a stock that's been horrendous.I don't know if we have a charter con. >> Oh, look at that. It's been terrible right here.And I'm not saying they're wrong. Ba ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **US consumer sector**, particularly consumer stocks within the S&P 500, which have shown resilience despite economic challenges such as inflation and tight monetary policy [1][2][3]. Core Insights and Arguments 1. **Consumer Resilience**: US consumers continue to spend due to a tight labor market, which has remained strong since COVID, despite inflation and waning confidence [1][13]. 2. **Q2 Earnings Performance**: Q2 earnings reports indicate better-than-expected demand and pricing power, with a notable theme of broadening revenue beats. However, guidance remains conservative due to tariff risks [2][25]. 3. **Income Disparity Impact**: The US has a high share of low-income workers, which has made low-income consumers more vulnerable. This has led to an underweight position in Consumer Staples, which are more affected by inflation [3][52]. 4. **Long-term Consumption Trends**: Healthcare spending has increased significantly and is expected to continue growing. The shift from goods to services is influenced by various factors, including globalization and economic conditions [4][44]. 5. **Cyclical vs. Defensive Sectors**: An overweight position on cyclical sectors has been maintained, but potential mass layoffs and recession risks could shift this stance towards a more defensive orientation [5]. Additional Important Insights 1. **Consumer Behavior**: There is a noticeable trend of consumers trading down to lower-priced items, particularly among lower-income households, while luxury spending shows signs of improvement [33][90]. 2. **Tariff Effects**: Companies are beginning to feel the impact of tariffs, with expectations that the full effects will be felt in the second half of the year [34][90]. 3. **Spending Expectations**: Big-ticket spending expectations have decreased year-over-year in several categories, indicating potential caution among consumers [94]. 4. **Credit and Savings Health**: Despite rising credit card delinquencies, overall household balance sheets remain healthy, with liquid assets elevated relative to liabilities [56][60]. 5. **Market Dynamics**: Consumer stocks are highly idiosyncratic, influenced more by brand equity and management than by macroeconomic factors [20]. Conclusion The US consumer sector is navigating a complex landscape characterized by resilience amid inflationary pressures, shifting consumer behaviors, and varying impacts across income levels. The insights from Q2 earnings and ongoing trends suggest a cautious but potentially optimistic outlook for certain segments of consumer stocks, particularly those that can adapt to changing consumer preferences and economic conditions.

In this issue of Forbes Daily:- Introducing our 2025 #ForbesTopColleges list- Keurig Dr Pepper said it will acquire the firm that owns Peet’s Coffee- Why AI stocks are giving some investors dotcom bubble déjà vuRead more: https://t.co/re5rkcqZaR https://t.co/m8EWHQIAnr ...

SEATTLE, Aug. 26, 2025 /PRNewswire/ - Jones Soda Co.® (CSE: JSDA) (OTCQB: JSDA) ("Jones" or the "Company"), the original craft soda brand known for its real cane sugar, vibrant flavors, and fan-submitted photo labels, has expanded its club channel presence with a limited-time launch into select Costco Wholesale warehouses across the Southeast U.S. and Puerto Rico.The new 12-pack variety case includes four of Jones' most popular flavors—Orange & Cream, Cream Soda, Green Apple, and Berry Lemonade—in its signa ...

李子园公告，2025年上半年营业收入6.21亿元，同比下降8.53%。净利润9612.24万元，同比增长 1.05%。公司拟向全体股东（公司回购专用证券账户除外）每10股派发现金红利2.4元（含税）。 ...