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X @The Economist
The Economist· 2025-07-19 15:20
Kraft Heinz’s market value is down by three-fifths since the companies merged in 2015. The dismal situation offers a look at the shifting fortunes of big food https://t.co/9TsVPx0fEp ...
We Went To Canada To See The U.S. Product Boycotts — And What We Found Was Striking
CNBC· 2025-07-19 15:00
This section here traditionally would have been filled with U.S. corn. Customers love it because it's a great product. What started as a big display has been shrunk.In response to U.S. tariffs and President Trump's threats to annex Canada, 71% of Canadian consumers say they intend to buy fewer American products this year. That's having an impact. The US economy could lose up to 0.3% of its GDP, or about $90 billion, in 2025, due to the boycott of American goods and the decline in foreign tourism.Giancarlo M ...
中国周报:MXCN 沪深 300 指数上涨 3.7%;国家市场监督管理总局敦促外卖企业理性竞争;二季度 GDPChina Weekly Kickstart_ MXCN_CSI300 gained 3.7; SAMR urged food delivery companies to compete rationally; Q2 GDP came in above consensus market expectations
2025-07-19 14:57
19 July 2025 | 12:23PM HKT China Weekly Kickstart MXCN/CSI300 gained 3.7%/1.1%; SAMR urged food delivery companies to compete rationally; Q2 GDP came in above consensus market expectations MXCN and CSI300 gained 3.7% and 1.1% this week, with Health Care continuing to outperform. On Friday, the State Administration for Market Regulation (SAMR) called on major food delivery companies to "engage in competition rationally" and improve regulation of their promotional activities. President Xi attended the Central ...
Fresh Del Monte Produce Remains Appealing As Q2 2025 Earnings Near
Seeking Alpha· 2025-07-19 09:46
Group 1 - Fresh Del Monte Produce (FDP) was reaffirmed as a 'buy' candidate despite previous weaknesses, indicating potential for recovery and growth [1] - The investment service focuses on cash flow and companies that generate it, highlighting the importance of value and growth prospects in the oil and natural gas sector [1] Group 2 - Subscribers have access to a 50+ stock model account, which includes in-depth cash flow analyses of exploration and production (E&P) firms, enhancing investment decision-making [2] - The service offers live chat discussions about the sector, fostering community engagement and real-time insights [2] - A two-week free trial is available for new subscribers, providing an opportunity to explore the offerings without initial investment [3]
Coffee giant Nescafe targets Gen Z as consumption habits shift
CNBC· 2025-07-19 09:25
Olga Rolenko | Moment | Getty ImagesORBE, Switzerland — For almost a century, a nondescript factory in an unsuspecting town beneath the Swiss mountains has played host to some of the most widely consumed coffee trends brewed up by caffeine giant Nescafe.From the 1938 launch of its flagship soluble powdered coffee to freeze-dried granules and later coffee capsules, the Nestle-owned household brand is now targeting its latest iteration for the next generation of coffee drinkers."We have to develop solutions s ...
抖音否认做外卖,业务暂停内测,小程序下架
21世纪经济报道· 2025-07-19 00:54
记者丨 雷晨 章驰 编辑丨张伟贤 王俊 日前,有市场消息称,字节开发AI产品"探饭",或将入局外卖市场。对此,抖音方面告诉21记 者, 抖音生活服务聚焦在到店业务上,没有自建外卖的打算。 不过,21记者注意到,抖音对于外卖业务探索由来已久。早在2021年,抖音本地生活业务独立 成为一级部门时,同年7月便内测了"心动外卖",然而不久后业务暂停内测,相关小程序也悄 然下架。 近期,抖音生活服务发布公告称,自6月30日起,商家入驻"随心团"业务从自主申请变为定向 邀请,准入核心是"品质商户",且明确将"品质商户"作为准入核心。 7月18日,抖音生活服务相关负责人对21世纪经济报道记者表示,"抖音生活服务上线'随心 团'业务,是为了支持有团购到家配送需求的商家做增量经营,并满足消费者多场景多元化餐 饮消费需求。" 多次调整, 不自建运力 抖音的外卖业务历经多次调整,最终选择以"随心团"为突破口。 据悉,接入"随心团"的商家,原本就已经在抖音生活服务开展了成熟经营。商家在原有的直 播、短视频、货架经营中,可按实际需求上架"可到店可配送"的随心团商品。21记者获 悉,"随心团"业务自去年末试运行以来,主要面向连锁品牌商家 ...
「e公司观察」 监管出手,外卖平台竞争有望回归理性
如今监管部门约谈三大平台,是对市场乱象的及时纠正,为行业健康发展指明方向。 7月18日,市场监管总局约谈饿了么、美团、京东三家外卖平台,要求相关平台企业严格遵守法律法 规,落实主体责任,进一步规范促销行为,理性参与竞争。这一举措如同一剂良药,为当前过度竞争的 外卖市场"降温"。 外卖平台应借此机会,摒弃过度依赖补贴的竞争模式,回归理性。平台要将重点放在提升服务质量上, 比如优化配送算法,提高配送效率,减少配送时长;加强食品安全监管,确保消费者吃得放心等。对于 餐饮商家而言,不能过度依赖平台补贴带来的短期流量,而应专注于提升自身产品品质和服务水平,打 造独特的品牌价值,吸引并留住消费者。 外卖行业发展至今,早已成为人们日常生活不可或缺的一部分,为消费者提供便利的同时,也为餐饮商 家开拓了新的销售渠道。然而,近段时间外卖平台之间的过度补贴竞争现象,却让整个餐饮行业陷入了 非理性的漩涡。 从短期看,平台大规模补贴确实能在一定程度上刺激消费,让商家线上订单增多。但从深层角度剖 析,"极端补贴"的弊端也随之显现。一方面,大部分商家陷入两难困境:为了参与补贴活动获取流量, 不得不降低利润,甚至出现"赔本赚吆喝"的情况;而 ...
Freshpet (FRPT) Registers a Bigger Fall Than the Market: Important Facts to Note
ZACKS· 2025-07-18 23:16
Core Viewpoint - Freshpet is set to report earnings on August 4, 2025, with expectations of significant year-over-year growth in earnings and revenue, indicating positive business momentum [2][3]. Financial Performance - In the upcoming earnings report, analysts expect Freshpet to post earnings of $0.12 per share, reflecting a year-over-year growth of 500% [2]. - The revenue forecast for the same quarter is $267.74 million, which represents a 13.81% increase from the prior-year quarter [2]. - For the entire fiscal year, earnings are projected at $1.24 per share, showing a growth of 61.04%, while revenue is expected to reach $1.12 billion, indicating a 15.3% increase from the previous year [3]. Analyst Sentiment - Recent revisions to analyst forecasts for Freshpet are crucial as they reflect short-term business trends, with positive revisions indicating optimism about profitability [3]. - Over the past month, there has been a 2.36% decline in the Zacks Consensus EPS estimate, leading to a Zacks Rank of 4 (Sell) for Freshpet [5]. Valuation Metrics - Freshpet is currently trading at a Forward P/E ratio of 57.98, significantly higher than the industry average of 16.27, indicating a premium valuation [6]. - The company has a PEG ratio of 1.36, which is lower than the Food - Miscellaneous industry average of 1.65, suggesting a more favorable growth outlook relative to its price [7]. Industry Context - The Food - Miscellaneous industry, part of the Consumer Staples sector, holds a Zacks Industry Rank of 169, placing it in the bottom 32% of over 250 industries [7]. - The Zacks Industry Rank indicates that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive landscape [8].
NEOG INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Neogen Corporation Investors with Substantial Losses Have Opportunity to Lead the Neogen Class Action Lawsuit
GlobeNewswire News Room· 2025-07-18 23:03
SAN DIEGO, July 18, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers of Neogen Corporation (NASDAQ: NEOG) common stock between January 5, 2023 and June 3, 2025, inclusive (the “Class Period”), have until September 16, 2025 to seek appointment as lead plaintiff of the Neogen class action lawsuit. Captioned Operating Engineers Construction Industry and Miscellaneous Pension Fund v. Neogen Corporation, No. 25-cv-00802 (W.D. Mich.), the Neogen class action lawsuit charges Neog ...
Shareholder Alert: Robbins LLP Informs Investors of the Neogen Corporation Securities Fraud Class Action Lawsuit
Prnewswire· 2025-07-18 22:32
SAN DIEGO, July 18, 2025 /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of investors who purchased or otherwise acquired Neogen Corporation (NASDAQ: NEOG) securities between January 6, 2023 and June 3, 2025. Neogen is a food safety company that manufactures and markets products and services dedicated to food and animal safety.For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.The Allegations: Robbins LLP is Inve ...