全球知名市场研究与咨询公司英敏特今日发布食品与饮料行业的三项关键预测，为品牌揭示了应该如何帮助消费者在当下及未来应对逆境。在2030年及未 来，预计人们对"资源丰富"会有新的理解，将以新的视角看待罐装、袋装、冻干、冷冻和其他保质期时间长的产品。 同时，注重健康的消费者将像使用数 字音乐库的随机播放功能一样，利用AI来"随机安排"其每周饮食以确保多样性，而包容性的产品开发将延伸至针对神经多样化群体的感官创新。 英敏特《2026年食品与饮料趋势预测》包括： • 古法新绎：品牌将被视为文化守护者，通过创新来融合、保护或现代化传统智慧，满足消费者希望与其食物和周围环境建立更深情感和文化连接的需求。 • 多元食刻：消费者将渴望增加饮食多样性，而不仅仅局限于蛋白质和纤维的益处。多样性、公平性、包容性（DEI）的文化原则将被应用于营养领域，引 导消费者在饮食上追求不同文化的丰富食材，减少对单一食品、食材或农作物的依赖。 • 感官入微：除了口味之外，食品和饮料的感官特性将从表演性、异想天开的元素，演变为更实用、更务实的元素。富有创意且基于证据的口感、香味和外 观运用，将成为创造能为未充分满足的消费者提供包容性体验的创新之核心 ...

Core Insights - The report indicates that the retail market for consumer goods in China demonstrated strong resilience in the first half of the year, with a year-on-year growth of 5.0% in total retail sales of consumer goods [1][2][3] - Factors contributing to this growth include enhanced consumer confidence, improved consumption capacity, and ongoing optimization of the consumption environment [1][3] - The report emphasizes the importance of policy, market, and capital collaboration in driving innovation and the discovery of new consumption scenarios, which will further optimize the consumption structure [1] Industry Trends - The consumer goods retail sector is experiencing differentiated development across sub-industries due to macroeconomic policies, changes in consumer demand, and market competition [2] - Outdoor activities such as hiking, camping, and cycling are gaining popularity, driving growth in the outdoor products market as urban populations seek to connect with nature [2] - The younger generation, particularly Generation Z, is becoming the main force in beauty consumption, focusing on sensory design and emotional skincare products [2] Policy and Economic Support - Continuous policy support is being implemented to boost consumption, expand domestic demand, and develop new productive forces, including improvements in tax systems and preferential policies [3] - These measures aim to facilitate economic recovery and support steady growth in household and disposable incomes, providing a strong foundation for the retail market's development in the second half of the year [3]

Core Insights - DDC's stock price increased by 20.74% to $12.605 per share, with a total market capitalization of $116 million as of August 21 [1] - The company's total revenue for the year ending December 31, 2024, is projected to be 273 million RMB, reflecting a year-on-year growth of 33.02% [1] - DDC reported a net loss attributable to shareholders of 17 million RMB, a decrease of 2.32% compared to the previous year [1] Company Overview - DDC is a Cayman Islands-registered holding company primarily operated by its Hong Kong subsidiary [1] - The company focuses on B2B and B2C content streaming and product markets, offering ready-to-cook (RTC), ready-to-heat (RTH), and ready-to-eat (RTE) meals [1] - DDC targets mainly millennials and Generation Z customers, promoting healthier lifestyle choices [1] - The primary business operations and geographical market are located in China [1]

Core Insights - The latest retail sales report from the National Retail Federation (NRF) indicates a slowdown in retail sales growth in June due to consumer concerns, marking the first monthly decline since February [1] - The seasonally adjusted total retail sales excluding automobiles and gasoline decreased by 0.33% month-over-month in June, while year-over-year sales still grew by 3.19% [1] - Core retail sales (excluding auto dealers, gas stations, and restaurants) also saw a month-over-month decline of 0.32% in June, with a year-over-year increase of 3.36% [1] Monthly Performance - The overall retail sales for the first half of the year increased by 4.66% year-over-year, while core retail sales rose by 4.93% [2] - The June decline is the first since February, when both total and core retail sales fell by 0.22% compared to January [2] Consumer Behavior - Matthew Shay, CEO of NRF, noted that long-term uncertainties surrounding the economy, tariffs, and trade policies are causing consumers to adopt a "wait-and-see" approach regarding household budgets [1] - Despite the economic slowdown, consumers still have the capacity to spend on necessities, but their psychological outlook is being affected [1] Category Performance - In June, seven categories experienced year-over-year growth, with digital products, sporting goods stores, and health and personal care stores leading the way [2] - Only one category showed month-over-month growth, while the rest declined [2] - Specific category performance includes: - Digital products: Seasonally adjusted month-over-month growth of 0.26% and a year-over-year surge of 24.11% [2] - Health and personal care stores: Seasonally adjusted month-over-month decline of 0.31% and year-over-year growth of 3.47% [3] - General merchandise stores: Seasonally adjusted month-over-month decline of 0.15% and year-over-year growth of 3.18% [4] - Food and beverage stores: Seasonally adjusted month-over-month decline of 0.13% and year-over-year growth of 2.59% [5] - Electronics and appliance stores: Seasonally adjusted month-over-month decline of 1.03% and year-over-year growth of 2.43% [6] - Furniture and home furnishings stores: Seasonally adjusted month-over-month decline of 1.04% and year-over-year decline of 1.14% [7] - Building materials and garden supplies stores: Seasonally adjusted month-over-month decline of 0.76% and year-over-year decline of 5.33% [8]

Core Insights - Odoo is recognized as the world's leading free open-source ERP system, known for its robust functionality and modular design, making it suitable for businesses of all sizes and types [1] - Ah Cacao, a specialty chocolate café in Sanya, China, integrates Odoo to manage its operations efficiently, overcoming challenges associated with using multiple non-integrated tools [1][2] Company Overview - Company Name: Ah Cacao - Location: Sanya, Hainan Province, China - Industry: Food and Beverage - Applications Implemented: Point of Sale (POS), Inventory, Procurement, etc. - Number of Users: 30 - Number of Employees: 10 - Hosting Type: Odoo.sh [5] Operational Challenges - Prior to using Odoo, Ah Cacao struggled with data integration, requiring manual transitions between different information sources, which hindered strategic decision-making and operational efficiency [2] - The decentralized environment made inventory management and production planning difficult, necessitating a unified platform for visualizing business processes [2] Odoo Implementation - Ah Cacao chose Odoo for its open-source nature and high adaptability, allowing the company to develop and adjust processes according to its needs [4] - The integration of Odoo has enabled Ah Cacao to connect various operations, including sales, production planning, inventory, and strategic reporting, leading to improved accessibility and efficiency [4][7] Business Growth - Since implementing Odoo, Ah Cacao has achieved a year-on-year growth of 10%, attributed to better planning, cost reduction, and enhanced operational efficiency [10] - The company has emphasized the importance of community feedback and technical support from Odoo, which has contributed to its development and operational success [10][12] Future Outlook - Ah Cacao is expanding its presence, with plans to open its first store in Haikou, leveraging Odoo for agile and precise operational control [7] - The company aims to build a high-efficiency and scalable future that aligns with its core values of tradition, flavor, and sustainability [12][13]

Core Viewpoint - The upcoming IPO of Haitian Flavor Industry in Hong Kong reflects the company's strong market position and growth potential, particularly driven by its flagship product, Haitian Jinbiao Soy Sauce [1] Company Overview - Company Name: Haitian Flavor Industry (03288.HK) [2] - Industry: Food and Beverage [2] - Market Capitalization: HKD 203.83 billion to HKD 211.41 billion [2] - Price-to-Earnings Ratio: 31 times [2] - IPO Date: June 11 to June 16 [2] - Listing Date: June 19 [2] IPO Details - Total Shares Issued: 263 million shares, with 10% for public offering and 90% for international placement [2] - Offering Price Range: HKD 35 to HKD 36.3 [2] - Minimum Subscription Amount: HKD 3,666.6 [2] - Green Shoe Option: Yes [2] - Cornerstone Investors: 8 investors subscribed for 49.75% of the offering [2] Market Position and Product Strength - Haitian Jinbiao Soy Sauce holds a 13.2% market share in the soy sauce category, making it the global leader [3] - The product is known for its high quality, utilizing non-GMO soybeans and premium wheat, combined with traditional fermentation and modern automation [3] - Financial performance shows a recovery trend with revenues of CNY 256.10 billion, CNY 245.59 billion, and CNY 269.01 billion from 2022 to 2024, and a net profit of CNY 62.03 billion, CNY 56.42 billion, and CNY 63.56 billion in the same period [3] Growth Strategies - The company is focusing on health-oriented and premium product lines, with a 33.6% revenue increase in its zero-additive and organic series in 2024 [5] - The launch of a low-salt version of Jinbiao Soy Sauce caters to health-conscious consumers [5] - The IPO price is set at a discount of 20% to 23% compared to A-shares, indicating the company's commitment to the Hong Kong market [5] Future Outlook - The IPO is expected to raise HKD 9.56 billion at the upper price limit, with a potential first-day increase of around 20% [6] - The company aims to increase its overseas revenue share to 15% within three years, supported by its strong export presence in 90 countries [6] - The listing is seen as a strategic move to enhance global presence and product innovation, reinforcing the company's leadership in the traditional condiment market [6]

过去十余年，百事集团全球业绩从2013年的4049.26亿元人民币稳步增长至2024年的6650.17亿元， 展现出强劲的增长韧性与卓越的全球经营能力。持续巩固和拓展其在本土食品与饮料行业的领先地位。 在全球经济重塑与科技变革并行的时代，食品与饮料行业正步入一场深层次的系统性重构。FBIF2025 全体大会，汇聚全球领袖与思想先行者，以"系统性增长逻辑"为主线，穿越短期波动，重塑可持续增长 的底层方法论。 面对老龄化社会、消费分级、中增长市场的机遇与挑战，行业需要超越传统打法，在"用户资产沉淀"中 夯实内力，在"国际化双轮驱动"中拓展增长疆域。同时，AI驱动的新质生产力、智能供应链体系的重 塑，正在重构产品开发、渠道连接与组织效率的新边界。从战略并购与整合，到全球价值链重构， FBIF2025全体大会将前瞻性洞察新一轮行业洗牌与创新浪潮的方向，助力企业在不确定中掌握确定 性，在变量中锚定增长极。 这里，不仅是趋势的预见者，更是未来产业格局的塑造者。 大会主席致辞 强基固本，乘势而上：在变局中打造增长新范式 【分享时间】 5月10日 9:00-9:15 【分享嘉宾】虞坚 ，总经理， 央视市场研究（CTR） 【 ...