NEW YORK, July 22, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into BellRing Brands, Inc. (NYSE: BRBR) for potential violations of the federal securities laws. If you invested in BellRing, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/bellring-brands-inc-class-action-lawsuit. Why is BellRing being Investigated? BellRing operates in the convenient nutrition category. The Company’s pr ...

A US orange juice distributor is suing over President Donald Trump’s move to impose a 50% tariff on Brazil starting next month https://t.co/WMTiVxh0vQ ...

今天分享的是：风味探寻：2025年美国食品饮料行业最具颠覆性趋势研究报告（英文版）-Tastewise(1) 报告共计：51页 《风味探寻：2025年美国食品饮料行业最具颠覆性趋势研究报告》指出，2025年美国食品饮料行业将呈现诸多颠覆性趋势。在食材方面，Hawaij和黑酸橙等 中东食材因兼具独特风味与功能性健康益处受到关注，Hawaij可用于咖啡、热巧克力等多种饮品，黑酸橙则在调味品中崭露头角，为食物增添 tangy 风味且 符合健康需求。可持续性方面，碳标签成为趋势，消费者对食品环境影响的透明度需求上升，葡萄酒行业将土壤健康与风土概念结合，突出可持续性对品鉴 体验的提升。超个性化营养聚焦激素调节和后GLP-1时代，激素平衡相关食品讨论增长150%，GLP-1类药物带来的健康需求促使品牌推出个性化营养方案， 帮助消费者维持健康成果。新生代风味上，Z世代推动菲律宾美食和亚洲街头小吃流行，菲律宾咖啡因多样且实惠受青睐，亚洲街头小吃因方便美味成为办 公室午餐新选择。 hydration领域，夜间保湿饮品兴起，结合睡眠与健康功能，如含 tart cherry juice 等成分的饮品，凯尔特盐因助于补水在饮品创新中 ...

Shares of PepsiCo (PEP 6.84%) were climbing today after the packaged food and beverage giant surprised the market with its second-quarter earnings report, beating analyst expectations. While growth was still modest, it did show the company making an improvement from the first quarter.As of 12:12 p.m. ET, the stock was up 6.8% on the news. PepsiCo gets back to growthPepsiCo stock was struggling coming into the report, so any sign that the business is moving in the right direction was enough to give the stock ...

Core Insights - Starbucks Corporation (SBUX) is facing significant macroeconomic challenges, particularly a 50% U.S. tariff on Brazilian coffee imports effective August 1, which could increase the cost of goods sold by up to 3.5% and result in a 0.6% headwind to earnings [1][8] Group 1: Company Strategy and Response - In response to tariff pressures, Starbucks has established a cross-functional tariff mitigation team and is accelerating nearshoring efforts to move production out of high-tariff regions [2][8] - The company is utilizing its global procurement capabilities and a long-standing hedging program to manage commodity price volatility [2] - Starbucks has decided to maintain its pricing strategy through fiscal 2025 as part of its "Back to Starbucks" initiative, aiming to enhance customer loyalty and operational efficiency [3][8] Group 2: Competitive Landscape - Unlike Starbucks, competitors such as The J. M. Smucker Company (SJM) and Keurig Dr Pepper Inc. (KDP) have opted to increase prices to counteract rising input costs, which may introduce volume risks in a price-sensitive market [4][5] - Keurig Dr Pepper's U.S. Coffee segment reported a 12.5% decline in operating income due to green coffee inflation, while J.M. Smucker experienced a margin compression of approximately 50 basis points in its retail coffee division [4] Group 3: Financial Performance and Valuation - Starbucks shares have increased by 13.5% over the past three months, outperforming the industry average rise of 4.5% [6] - The company trades at a forward price-to-sales ratio of 2.71, which is below the industry average of 4.02 [9] - The Zacks Consensus Estimate indicates a projected decline of 25.1% in fiscal 2025 EPS, with a subsequent rise of 19.5% in 2026 [10]

Financial Data and Key Metrics Changes - The company expects to deliver about 70% more productivity in the second half of the year compared to the first half, with a focus on optimizing cost structures across all business segments [12][14][36] - The North America market integration is anticipated to create significant efficiency and cost reduction opportunities, leveraging technology and data investments [10][11] Business Line Data and Key Metrics Changes - The food business is focusing on stabilizing the category and improving competitiveness within subsegments, with successful initiatives in brands like Cheetos and Doritos [20][21] - The away-from-home business is highlighted as a growth area, with high single-digit growth reported in the beverage segment [26][28] Market Data and Key Metrics Changes - International business is performing well, with mid-single-digit growth expected to continue, particularly in LATAM and parts of Europe, while China shows some weakness [49][50] - The company is seeing strong performance in no-sugar colas and energy drinks, with a focus on expanding these categories globally [74][75] Company Strategy and Development Direction - The company is investing in technology and innovation to enhance productivity and drive growth, particularly in the away-from-home segment [36][37] - There is a strategic focus on permissible snacks and healthier offerings, with a goal to increase market share in these categories [41][58] Management's Comments on Operating Environment and Future Outlook - Management expresses confidence in returning to the low end of the long-term growth algorithm, driven by sustained international growth and improvements in North America [54][56] - The company acknowledges challenges in the external environment but remains optimistic about productivity initiatives and market positioning [34][35] Other Important Information - The company is actively working on portfolio transformation, particularly in the permissible snacks category, which has grown to over $2 billion [41][42] - There is a commitment to eliminating artificial ingredients across both food and beverage segments, aligning with consumer preferences for cleaner labels [82] Q&A Session Summary Question: Insights on productivity initiatives and asset footprint - Management discussed multi-year productivity strategies, emphasizing technology investments and cost structure optimization across all business lines [9][10][12] Question: Key initiatives for North America top line improvement - The focus is on stabilizing the food category and improving competitiveness, with specific brand relaunches planned for Lay's and Tostitos [20][21][22] Question: Growth potential of the away-from-home business - Away-from-home is a significant growth opportunity, with higher margins compared to retail, and the company plans to invest more resources in this channel [28][29] Question: Visibility on full-year earnings and reinvestment strategy - Management expressed high confidence in productivity acceleration and outlined plans for reinvestment in technology and value initiatives [34][36] Question: Drivers of international beverage success - The beverage segment is performing well due to strong platforms in no-sugar colas and energy drinks, with a focus on leveraging partnerships and distribution [74][75] Question: Evolution of cleaner ingredients in beverages - The company is committed to following consumer trends towards natural ingredients and is actively working on eliminating artificial components from its products [82] Question: Satisfaction with energy drink strategy - Management sees energy drinks as a growing category and is participating through ownership and distribution strategies, with plans for future innovations [88]

Shares of high fructose syrup producer Archer-Daniels-Midland plummeted on Thursday after President Donald Trump announced that he had persuaded Coca-Cola to use real cane sugar in its drinks in the U.S."I have been speaking to Coca-Cola about using REAL Cane Sugar in Coke in the United States, and they have agreed to do so. I'd like to thank all of those in authority at Coca-Cola," the president wrote in a Truth Social post published Wednesday."This will be a very good move by them — You'll see. It's just ...

【钟薛高已被申请破产，雪糕刺客钟薛高资不抵债】 7 月 16 日，钟薛高食品（上海）有限公司新增破产审查案 件，申请人为上海臻料贸易有限公司，经办法院为上海市第三中级人民法院。据案件公告显示，因法院在执行中发 现钟薛高不能清偿到期债务，并且资产不足以清偿全部债务，经债权人申请，法院中止执行，并将被执行人的案件 移送进行破产立案审查。公开资料显示，钟薛高 2018 年于线上平台起家，陆续推出了多款单价 50 元以上的雪糕 产品，最高的雪糕单价可达 66 元，后因"雪糕刺客"标签登上热搜。目前，钟薛高线上平台仅剩轻牛乳、可可等 3 种口味的雪糕在售。（央视财经） 完整早报音频，请点击标题下方小耳机收听 【马斯克旗下 SpaceX 计划进行内部股份出售，估值攀升至约 4000 亿美元】 知情人士表示，埃隆·马斯克旗下火 箭和卫星制造商 SpaceX 正计划进行一轮内部股份出售，对该公司的估值达到约 4000 亿美元。这笔交易标志着 SpaceX 的估值迅速攀升，将巩固其作为全球最有价值的私营初创企业的地位。知情人士称，此次股份出售的价格 为每股 212 美元，远高于去年 12 月交易中设定的每股 185 美元，当时 ...

The slowdown at Europe’s cocoa factories highlights how historically high prices are hitting the global chocolate industry https://t.co/nLGDm22qmM ...

Investment Rating - The report indicates a mixed investment outlook for the consumer sector in China, with a preference for new consumer names that can deliver unique growth amidst demand uncertainties, while mature names face investor concerns due to fluid overall demand [2][12]. Core Insights - The overall consumption trend in China appears unexciting for 2Q25, with sequentially softer trends observed across multiple sectors, including spirits, dairy, sportswear, cosmetics, condiments, and prepared food, despite resilient headline numbers supported by trade-in policies [1][35]. - There is a divergence in stock preferences, with investors favoring new consumer brands that show strong growth potential, while mature brands are under scrutiny due to demand fluctuations [2][12]. - Structural growth opportunities are expected to drive stock outperformance in sectors such as sports brands, diversified retailers, pet food, beverages, and restaurants, while sectors like apparel, footwear OEM, and furniture remain less favored [2][3]. Summary by Sections Demand Trends - Sales trends are softening in 2Q25, with headline growth numbers steady due to trade-in policy support, but multiple consumer subcategories indicate fluid demand [35][37]. - Categories benefiting from subsidy support, such as appliances and freshly made drinks, show solid performance, while spirits and high-end restaurants face headwinds from anti-extravagance policies [38][39]. Pricing Dynamics - Emerging pricing risks are noted across various sectors, with increased competition leading to deeper discounts, particularly in the automotive and sportswear sectors [43][44]. - The report highlights a trend of rational spending among consumers, leading to weaker average selling prices (ASP) across multiple categories [30][43]. Sector Performance - The report outlines expected revenue and net income growth for new consumer names to outperform older ones from 2025 to 2027, driven by structural growth opportunities [12][21]. - Specific sectors such as pet care and freshly made drinks are highlighted for their robust growth potential, while traditional categories like spirits and dairy face challenges [11][21]. Future Outlook - The outlook for 2H25 suggests cautious optimism, with expectations of easier comparisons and continued support from trade-in policies, although growth pressures remain due to high bases and macroeconomic conditions [35][39]. - The report emphasizes the importance of overseas expansion and product innovation as key themes for future growth, particularly for companies looking to penetrate lower-tier cities and international markets [31][34].