深度，创新 这是新消费智库第 2 7 1 2 期文章 新消费导读 现在要和你介绍一瓶含有蛋白质的水。 作者 ：Sa g e 来源：FBI F食品饮料创新 以下文章来源于FBIF食品饮料创新 ，作者FBIF FBIF食品饮料创新 . 好了，当看到上面这句话，你的脑海里这瓶 "水"是什么的颜色？ 大多数人的第一反应，可能都是乳白色。毕竟，牛奶、蛋白，乃至我们日常接触的蛋白饮料，几乎都带有乳感。在大部分消费者认知中， "蛋 白质"与"乳制"几乎是绑定的。 但这次，日本 7-Eleven 的自有品牌 Cycle.me 却选择了推出了一款透明的蛋白质"水"。 C y c l e . m e 蛋白质水 图片来源： C y c l e . m e 日本当地的消费者也没怎么见过这种产品，因此一经推出，好奇的消费者就涌向了 7-Eleven 便利店，并在社交媒体分享自己的饮用体验： 小的 7-El e v e n 根本没有，我在 3 个大的 7-El e v e n 都找到了。最初的第一口有点黏，能感觉到类似胶原的口感，就像嘴里含了少量无味果冻一 样。 —— I m pr e s s Wa t c h @ 西村夢音 甜度适中， ...

Core Points - The Anqing Market Supervision Administration conducted a sampling inspection of 95 batches of various food products, including biscuits, catering foods, tea, nuts, and more, with 92 batches passing and 3 batches failing the safety standards [1][2][3] Group 1: Inspection Results - A total of 95 food samples were tested, with 92 passing and 3 failing the safety standards [1] - The failed samples included products such as "糯米梅干菜锅" with a peroxide value exceeding the standard, "白芷" with sulfur dioxide residue, and "馒头" with sweetener content above the permissible limit [1][2] Group 2: Actions Taken - Local market supervision departments have initiated investigations and actions regarding the non-compliant food products [1] - The announcement serves as a public notice to ensure food safety compliance among local producers and retailers [1] Group 3: Product Details - Specific details of the non-compliant products include: - "糯米梅干菜锅" from 安徽三只青蛙食品有限责任公司 with a peroxide value of 0.52g/100g, exceeding the standard of 0.25g/100g [1] - "白芷" from 桐城市和平市场李丽副食品经营部 with a sulfur dioxide residue of 0.161g/kg, which is prohibited [1] - "馒头" from 彩华包子铺 with sweetener content of 1.99g/kg, which is also prohibited [1][2]

Core Insights - Heinz launched its first-ever ketchup with zero sugar and zero salt, named Heinz Ketchup Zero, through a citywide campaign in Dubai [1][7] - The campaign featured interactive elements such as the Heinz Zero Fridge and a midnight e-commerce activation, aiming to engage consumers both physically and digitally [2][3][7] Group 1: Campaign Details - The Heinz Zero Fridge was a central feature of the campaign, where participants engaged in challenges to win free Heinz Ketchup Zero and vouchers, with over 700 bottles distributed and AED 33,000 in vouchers given away [2][5] - A unique midnight e-commerce activation on Carrefour Now rewarded shoppers with AED 100 vouchers for purchasing Heinz Ketchup Zero during a specific one-minute window [3][7] - An exclusive "Heinz Zero Burger" pop-up at Vegan Burger in Dubai Mall offered free burgers to the first 50 fans on two nights, enhancing the campaign's reach [4][7] Group 2: Marketing Strategy - The campaign emphasized that zero sugar and zero salt do not compromise flavor or enjoyment, as stated by the Head of Marketing at Kraft Heinz MEA [5] - The overall strategy combined experiential marketing, e-commerce innovation, and playful digital storytelling to create cultural buzz and engagement [7] Group 3: Company Overview - Kraft Heinz Company reported approximately $26 billion in net sales for 2024, focusing on growing its iconic and emerging food and beverage brands globally [6] - The company aims to make a sustainable and ethical impact while promoting healthy eating [6]

奶皮子糖葫芦、固体杨枝甘露之后，网友又造出新爆款——解构苹果。 全网掀起挑战热潮，解构苹果酸奶夹、解构苹果气泡美式、解构苹果冰淇淋……创意产品频频刷屏。 独立咖啡馆火速限定上新，连锁茶饮店借势玩梗。 万物皆可"解构"，到底怎么玩？ 01 "随手一拍就是艺术品" "苹果才不是无聊的水果"，这句话的含金量还在上升。 最近，一款名为"解构苹果马天尼"的创意调酒火遍社交平台。 解构苹果，掀起全网挑战 它最早源于北京廊房酒吧在10月中旬推出的一款创意鸡尾酒，液体部分使用金酒、伏特加、蜂蜜、菠萝、玫瑰、肉桂等14种元素组合模拟出苹果风味。 引发网友大规模跟风挑战的，是其中用苹果切片与冰块做成的"叠叠乐"装饰部分，光线穿过呈现强烈的分割效果，"随手一拍就是艺术品"。 图源小红书博主@SILVERFLOW银流咖啡&贝果｜贵阳 已获授权 有博主在小红书分享复刻视频，获得了近50万点赞。还有明星晒出制作过程，带动产品热度。 与此同时，小红书推出"解构主理人"词条：在解构苹果马天尼的基础上，将固体食物在液态中拆解、重组出新风味。进一步激发了大家的创作热情。 很快，"解构苹果"的风潮蔓延至饮品圈。 一批咖啡爱好者率先玩了起来，解构苹 ...

November 14, 2025 04:49 PM GMT Investor Presentation | Asia Pacific China Consumer: Where is consumption trending now? M | Downloaded by Neil.Wang@troweprice.com M | Not for redistribution without written consent of Morgan Stanley Equity Analyst Lillian.Lou@morganstanley.com | | --- | --- | | November 14, 2025 04:49 PM GMT | Foundation | | Investor Presentation Asia Pacific | Morgan Stanley Asia Limited+ | | M | Lillian Lou | | China Consumer: Where is consumption trending | +852 2848-6502 | | | Dustin Wei ...

Core Insights - The article highlights the economic development and agricultural advancements in Xi'an's surrounding areas, particularly in Xianyang, emphasizing the integration of agriculture with tourism and the establishment of industry clusters to enhance local economies [1][8]. Agricultural Development - Xianyang is recognized for its fertile land and rich agricultural products, particularly known for "Guanzhong Baicai Xin" [1]. - Jingyang County has become the first national standardized vegetable demonstration county in Shaanxi, with a vegetable planting area of 393,000 acres, producing 1.8452 million tons and generating a value of 2.51 billion yuan in 2024, accounting for approximately 18.53% of the county's total agricultural output [3][4]. - The county has established 33 large vegetable parks and has three provincial leading enterprises, with a total industrial chain output value of 3.88 billion yuan [3]. Fruit Industry - Binzhou City, a key fruit production area, has 350,000 acres of orchards, including 320,000 acres of apples, producing 545,000 tons of fruit annually with a value of 2.3 billion yuan [4]. - The local government has identified 48 unique rural industries and is promoting products like "Xianyang Fucha" and "Binzhou Pear" to enhance brand recognition and market value [4]. Industrial Cluster Development - Xianyang is focusing on building industrial clusters through a chain-based approach, with 91 "chain master" enterprises and 259 "chain team" enterprises developed [7]. - The Qinghe Food Industrial Park has attracted over 30 well-known food companies, with an expected total output value of 11 billion yuan by 2025 [6]. Integration of Industry and Tourism - The city is promoting the deep integration of "industry + tourism" to activate regional development, with projects like the Tianqi Modern Leisure Agriculture Sightseeing Park enhancing local tourism and providing employment [8][9]. - The local government is planning to develop new tourism models that include agricultural experiences and cultural heritage, aiming to create a sustainable tourism economy [9].

So here with more on his strategy and how to position for the year end is Paul Hickeyi co-founder of bestow bespoke investment group. She tried to say Paul it's great to have you here. You know Mike Sani was saying this is what it looks like when things expand when it's not all tech.What do you make of yesterday's action and then the follow through or not today. So I mean I think what the way you got to look at it is uh as was became clear that the government was going to shut down in midepptember you start ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased by 9% year-over-year to $2.8 million, compared to $2.6 million in Q3 2024, driven by strong performance in the shelf-stable product portfolio [14][7] - Gross profit totaled approximately $0.3 million, down from $0.7 million in the prior year, due to higher labor, freight, and raw material costs [14] - Net loss for the quarter was $4 million, compared to a net loss of $2.1 million in Q3 2024 [15] Business Line Data and Key Metrics Changes - The shelf-stable product portfolio grew by 54% year-over-year in Q3, with notable brands like KICK Sports Nutrition, Vitamin Way, Pulp, and Pickle Party contributing to this growth [14][7] - Core herb portfolio saw significant growth, with Hydrobasil up 21% and Wheatgrass up 59% year-over-year [14] Market Data and Key Metrics Changes - The functional food and beverage market is projected to grow from approximately $400 billion to $610 billion by 2030, indicating a strong market opportunity for the company [9] - In the U.S., sales of natural, organic, and functional products are expected to reach $386 billion by 2028, reinforcing the company's strategic alignment with market trends [9] Company Strategy and Development Direction - The company is evolving towards a consumer packaged goods (CPG) model, focusing on non-perishable product expansion and higher-value branded portfolio [7] - Strategic partnerships with major retailers like Kroger and Fresh Market are being strengthened, expanding the company's retail footprint [8] - The company is pursuing new categories such as nutraceuticals, sustainable proteins, and functional foods, guided by a zero-waste approach [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for continued growth, emphasizing disciplined execution and product innovation [13] - The current political environment is pushing for less processed foods, creating opportunities for the company to align with consumer demand for clean-label products [28] Other Important Information - The company has refinanced its outstanding debt, securing lower interest rates and more favorable terms, which is expected to reduce annual interest expenses [15] - The company ended the quarter with $0.8 million in cash and equivalents, down from $3.5 million at year-end 2024 [15] Q&A Session Summary Question: Utilization of the Natural Shrimp facility - Management discussed the facility's impressive location and its potential for R&D on next-generation products, including nutraceuticals and food [22][24] Question: Opportunities with grocery stores - Management confirmed that major grocery chains like ShopRite, Kroger, and Fresh Market represent significant opportunities moving into 2026, driven by demand for clean-label products [27][28] Question: Margin related to private label products - Management indicated that while private label products may have lower margins, they provide volume and long-term relationships with major retailers, which are crucial for business growth [31][32]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased by 9% year-over-year to $2.8 million, up from $2.6 million in Q3 2024, driven by strong performance in the shelf-stable product portfolio [14][7] - Gross profit totaled approximately $0.3 million, down from $0.7 million in the prior year, reflecting higher labor, freight, and raw material costs [14] - Net loss increased to $4 million from a net loss of $2.1 million in Q3 2024 [15] Business Line Data and Key Metrics Changes - The shelf-stable product portfolio grew by 54% year-over-year in Q3 2025, with notable growth in brands such as KICK Sports Nutrition, Vitamin Way, Pulp, and Pickle Party [14][7] - Core herb portfolio saw growth with Hydrobasil up 21% and Wheatgrass up 59% year-over-year [14] Market Data and Key Metrics Changes - The functional food and beverage market is projected to grow from approximately $400 billion to $610 billion by 2030, indicating a significant opportunity for the company [9] - In the U.S., sales of natural, organic, and functional products are expected to reach $386 billion by 2028, reinforcing the company's strategic alignment with market trends [9] Company Strategy and Development Direction - The company is evolving towards a consumer packaged goods (CPG) model, focusing on non-perishable product expansion and higher-value branded portfolio [7] - Plans to pursue new categories including nutraceuticals, sustainable proteins, and functional foods, guided by a zero-waste approach [12][13] - The company aims to strengthen retail partnerships and advance product innovation to build long-term shareholder value [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for continued growth, particularly in the fourth quarter, which is traditionally a strong season [13] - The company is well-positioned to capitalize on the growing demand for clean-label, better-for-you products, with major retailers showing interest in private label collaborations [28][29] Other Important Information - The company has completed its strategic exit from the floral and lettuce categories, which is reflected in the current quarter's performance [14] - The company refinanced its outstanding debt, securing lower interest rates and more favorable terms, which is expected to reduce annual interest expenses [15] Q&A Session Summary Question: Can you talk about the build-out of the Natural Shrimp facility and its intended utilization? - Management highlighted the facility's impressive location and plans for R&D on next-generation products, with significant opportunities from major retailers [22][24] Question: Are grocery stores the largest opportunity moving into 2026? - Management confirmed that grocery chains like ShopRite, Kroger, and Fresh Market represent significant opportunities, driven by demand for clean-label products [27][28] Question: How are margins affected by private label products? - Management indicated that while private label may have lower margins, there are opportunities for volume contracts and deeper relationships with major retailers [31][32] Question: What is the outlook for KICK Sports Nutrition? - Management noted that KICK is gaining traction and is well-positioned to meet the growing consumer interest in plant-forward performance nutrition [10][30]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased by 9% year-over-year to $2.8 million, compared to $2.6 million in Q3 2024, driven by strong performance in the shelf-stable product portfolio [14][15] - Gross profit totaled approximately $0.3 million, down from $0.7 million in the prior year, due to higher labor, freight, and raw material costs [15] - Net loss for the quarter was $4 million, compared to a net loss of $2.1 million in Q3 2024 [15] Business Line Data and Key Metrics Changes - The shelf-stable product portfolio grew by 54% year-over-year in Q3, with notable performance from brands like KICK Sports Nutrition, Vitamin Way, Pulp, and Pickle Party [14][15] - Core herb portfolio saw growth, with Hydrobasil up 21% and Wheatgrass up 59% year-over-year [15] Market Data and Key Metrics Changes - The functional food and beverage market is projected to grow from approximately $400 billion to $610 billion by 2030, indicating a significant opportunity for the company [10] - In the U.S., sales of natural, organic, and functional products are expected to reach $386 billion by 2028, reinforcing the company's strategic alignment with market trends [10] Company Strategy and Development Direction - The company is evolving towards a consumer packaged goods (CPG) model, focusing on non-perishable product expansion and higher-value branded portfolio [7][8] - Strategic partnerships with major retailers like Kroger and Fresh Market are being leveraged to expand the retail footprint and enhance brand visibility [9][13] - The company is pursuing new categories, including nutraceuticals and sustainable proteins, to align with its commitment to health and environmental responsibility [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for continued growth, emphasizing disciplined execution and product innovation [13][44] - The company is optimistic about the upcoming holiday season, traditionally a strong period for sales, and is focused on expanding its innovative product offerings [25][44] Other Important Information - The company has refinanced its outstanding debt, securing lower interest rates and more favorable terms, which is expected to reduce annual interest expenses [15] - The facility acquired from Natural Shrimp is undergoing a gap analysis for R&D on next-generation products, indicating a focus on innovation and sustainability [21][24] Q&A Session Summary Question: Utilization of the Natural Shrimp facility - Management discussed the facility's impressive capabilities and plans for R&D on nutraceuticals and food products, highlighting strong relationships with major retailers [21][24] Question: Opportunities in grocery stores for 2026 - Management confirmed that grocery chains like ShopRite, Kroger, and Fresh Market represent significant opportunities moving into 2026, driven by demand for clean-label products [27][28] Question: Margin considerations for private label products - Management indicated that while private label products may have lower margins, they provide volume and long-term contracts, which are essential for business stability [31][33]