本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》第十四号— 食品制造的相关规定，现将佛山市海天调味食品股份有限公司 2025 年一季度主要经营数据 （未经审计）公告如下： 一、2025 年一季度主要经营数据 证券代码：603288 证券简称：海天味业 公告编号：2025-019 佛山市海天调味食品股份有限公司 2025 年第一季度主要经营数据公告 1、按照产品类别分类情况 | 地区分部 | 2025 年一季度 | 2024 年一季度 | 同比变动 | | --- | --- | --- | --- | | 东部区域 | 1,640,117,301.32 | 1,436,505,960.83 | 14.17% | | 南部区域 | 1,568,313,573.63 | 1,350,480,708.16 | 16.13% | | 中部区域 | 1,763,722,226.15 | 1,634,519,412.65 | 7.90% | | 北部区域 | 1,983, ...

Group 1 - The RITZ Brand is launching a limited-edition product called "Sunkissed" Crackers, which features a crispy baked experience with a buttery, salty flavor [2][3] - The introduction of "Sunkissed" Crackers is part of a broader innovation strategy aimed at modernizing the RITZ brand to appeal to today's consumers [2] - To promote the new product, the RITZ Brand is hosting a Golden Summer Giveaway, offering a chance to win $50,000 to help consumers plan their summer vacations [2][3] Group 2 - The giveaway aims to encourage consumers to utilize their vacation days, as 46% of U.S. workers do not take all their paid time off [2][4] - The promotion runs from April 14, 2025, to August 31, 2025, and includes various summer-related prizes [5] - Mondelēz International, the parent company of the RITZ Brand, reported net revenues of approximately $36.4 billion in 2024, highlighting its strong position in the global snacking market [6]

Access to the live question and answer session may be obtained by calling the operator at (289) 514-5100 / (800) 717-1738 (Conference ID: 07724) up to ten minutes prior to the scheduled start time. For those who are unable to participate, a recording of the question and answer session will be available through to 11:59 p.m. Toronto time on Saturday, June 7, 2025 at (289) 819-1325 / (888) 660-6264 (passcode: 07724#). Alternatively, a recording of the question and answer session will be available at the Compa ...

证券代码：603237 证券简称：五芳斋 公告编号：2025-031 浙江五芳斋实业股份有限公司 2024年年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十四号——食品制造》 第十四条相关规定，现将浙江五芳斋实业股份有限公司（以下简称"公司"） 2024 年年度主要经营数据公告如下： 一、报告期主要经营数据 2024 年 度 公 司 实 现 营 业 收 入 225,135.50 万 元 ， 其 中 主 营 业 务 收 入 218,558.02 万元。具体主营业务收入构成情况如下： 1、按产品类别分类 单位：万元 币种：人民币 | 产品类别 | 2024年度 | 2023年度 | 同比变动 | | --- | --- | --- | --- | | 粽子系列 | 157,883.12 | 194,044.91 | -18.64% | | 月饼系列 | 23,623.24 | 22,833.19 | 3.46% | | 餐食系列 | 13,462.32 | 1 ...

Group 1 - The Hershey Company (HSY) is recognized for its strong brand portfolio, including Hershey, Reese's, and recent acquisitions like Dot's Pretzels, SkinnyPop, and LesserEvil [1] Group 2 - The company is positioned in the consumer goods sector, particularly in the confectionery market, which is characterized by strong brand loyalty and consistent demand [1]

Core Insights - Mama's Creations, Inc. reported a significant revenue increase of 25.7% in Q4 2025, reaching $33.6 million, with a gross margin of 27.0% [1][4][9] - The company achieved a fiscal year revenue growth of 19.4%, totaling $123.3 million, driven by volume gains and new customer acquisitions [2][9][10] - Strategic capital expenditures and new senior hires are contributing to robust revenue and margin growth [1][4][6] Financial Performance - Q4 2025 revenues were $33.6 million, up from $26.7 million in Q4 2024, while fiscal 2025 revenues increased to $123.3 million from $103.3 million in fiscal 2024 [2][9] - Gross profit for Q4 2025 was $9.1 million, a 16.1% increase from $7.8 million in Q4 2024, with a gross margin of 27.0% compared to 29.3% in the prior year [10][12] - Operating expenses rose to $7.2 million in Q4 2025 from $5.9 million in Q4 2024, but as a percentage of sales, they decreased to 21.3% from 21.9% [11][12] Profitability Metrics - Net income for Q4 2025 was $1.6 million, or $0.04 per diluted share, compared to $1.4 million, or $0.04 per diluted share, in Q4 2024 [12][13] - Fiscal 2025 net income totaled $3.7 million, down from $6.5 million in fiscal 2024, reflecting a decrease in earnings per share [12][13] - Adjusted EBITDA for Q4 2025 was $3.1 million, an 8.7% increase from $2.8 million in Q4 2024, while fiscal 2025 adjusted EBITDA decreased to $9.2 million from $11.7 million in the prior year [13] Operational Highlights - The company completed strategic CapEx projects aimed at doubling grilled chicken throughput, which is expected to enhance future growth [4][5] - New customer acquisitions include major retailers such as Wal-Mart, Costco, and Kroger, contributing to expanded market presence [6][8] - The company secured fixed-price protein contracts for beef and chicken, hedging against commodity cost risks for at least 50% of projected FY 2026 volume [6][8] Cash Position and Debt Management - Cash and cash equivalents as of January 31, 2025, were $7.2 million, down from $11.0 million a year earlier, primarily due to capital investments and debt repayment [14] - Total debt decreased to $5.1 million from $8.7 million year-over-year, indicating improved financial stability [14]

Core Viewpoint - The article discusses potential investment opportunities in companies that are likely to perform well amid the uncertainty created by recent U.S. tariffs, particularly focusing on companies with limited international exposure and those providing consumer staples. Group 1: T-Mobile - T-Mobile is a major U.S. wireless carrier that has been gaining market share and is insulated from tariff impacts due to its focused business model [4][5] - The company reported free cash flow of $17 billion in 2024, up from $13.6 billion in 2023, with management forecasting $17.3 billion to $18 billion for the current year [5] - T-Mobile's strategy includes returning capital to shareholders through share repurchases and a modest dividend growth plan, providing it with flexibility compared to competitors like AT&T and Verizon [7][8] Group 2: CarMax - CarMax, the largest used-vehicle dealer in the U.S., is expected to benefit from increased demand for used cars due to a 25% tariff on auto imports, which could raise new car prices by $3,500 to $16,000 [9][10] - The company maintains a gross profit of around $2,300 per vehicle, allowing it to grow earnings if demand shifts to used vehicles [11] - CarMax's stock is currently priced at less than 20 times forward earnings, presenting a potential bargain if tariffs drive higher unit sales [13] Group 3: General Mills - General Mills is positioned to benefit from price increases on grocery items due to tariffs, as it has strong brands that are less affected by inflationary pressures [14][15] - The company has maintained a gross margin of around 35%, significantly higher than competitors, and is focused on cost savings and new product investments [16][17] - Despite a projected 2% drop in earnings per share for fiscal 2026, General Mills is seen as a stable investment option, trading at less than 15 times expected earnings [17]

Group 1 - The core viewpoint of the announcement is the financial performance of Haitian Flavor Industry Co., Ltd. for the year 2024, highlighting significant growth in revenue across various product categories and sales channels [1]. - The total revenue for 2024 reached CNY 25.13 billion, representing a 10.14% increase compared to CNY 22.82 billion in 2023 [1]. - Revenue from soy sauce amounted to CNY 13.76 billion, an increase of 8.87% from CNY 12.64 billion in 2023 [1]. - The revenue from seasoning sauces grew by 9.97% to CNY 2.67 billion, while oyster sauce revenue increased by 8.56% to CNY 4.62 billion [1]. - Other products saw a significant increase of 16.75%, reaching CNY 4.09 billion [1]. Group 2 - Offline sales channels generated CNY 23.88 billion, an 8.93% increase from CNY 21.93 billion in 2023, while online sales surged by 39.78% to CNY 1.24 billion [1]. - The revenue growth was observed across all regional divisions, with the eastern region reporting CNY 4.79 billion (10.06% increase), southern region CNY 5.08 billion (12.88% increase), central region CNY 5.61 billion (11.01% increase), northern region CNY 6.40 billion (8.03% increase), and western region CNY 3.25 billion (8.82% increase) [1]. Group 3 - The number of distributors increased to 6,707, with a net addition of 116 distributors during the reporting period [3]. - The eastern region had 938 distributors, with an increase of 123, while the southern region had 894 distributors, increasing by 138 [3]. - The central region reported 1,447 distributors, with a net decrease of 6, while the northern region had 1,954 distributors, with a net decrease of 7 [3].

1、按照产品类别分类情况 | | | 单位：元 | 币种：人民币 | | --- | --- | --- | --- | | 产品分项 | 2024 年度 | 2023 年度 | 同比变动 | | 酱油 | 13,757,878,733.28 | 12,637,386,048.00 | 8.87% | | 调味酱 | 2,668,946,393.10 | 2,427,006,741.07 | 9.97% | | 蚝油 | 4,615,204,643.41 | 4,251,221,491.13 | 8.56% | | 其他 | 4,085,756,191.91 | 3,499,473,118.03 | 16.75% | | 小计 | 25,127,785,961.70 | 22,815,087,398.23 | 10.14% | 2、主营业务按照销售渠道分类情况 证券代码：603288 证券简称：海天味业 公告编号：2025-016 佛山市海天调味食品股份有限公司 2024 年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性 ...

Core Viewpoint - Mama's Creations, Inc. is set to release its financial results for the fiscal fourth quarter and year ended January 31, 2025, on April 8, 2025, highlighting the company's growth and operational improvements in the deli prepared foods market [1][2]. Group 1: Financial Results and Conference Call - The financial results will be discussed in an investor conference call scheduled for April 8, 2025, at 4:30 p.m. Eastern time, which will include a corporate update and a Q&A session [2]. - The company has shown meaningful improvements in gross margin during the fourth quarter, driven by strong consumer demand and successful sales strategies [3]. Group 2: Strategic Positioning and Future Plans - Mama's Creations has secured agreements to lock-in protein pricing at attractive rates, which supports confident pricing and supply chain stability for customers [3]. - The company is well-positioned for potential acquisitions that complement its business, supported by ongoing operational improvements aimed at achieving sustainable profitability [4]. - The company aims to become a one-stop-shop deli solutions platform, leveraging vertical integration and a diverse brand portfolio to meet modern consumer demands [5].