4 September 2025 | 7:23AM HKT The 720: Asia Leaders Conference Day 1 Takeaways, Global Strategy, Commodity Views, Asia Strategy Earnings Revisions In Focus | Asia Leaders Conference Day 1 Takeaways Consumer | Anta, Laopu Gold, Yum China, Guming, Miniso, CR Beer, Xtep, Galaxy, Melco, Hindustan Unilever Anta - solid multi-brand operation to drive long-term sustainable growth - Buy (on CL). We believe market has largely digested the mediocre 3QTD trading for Anta core and Fila post guidance revisits during int ...

Key Takeaways CPB Q4 adjusted EPS was $0.62, beating estimates but down 2% year over year.Net sales rose 1% to $2.32B, aided by Sovos Brands, while organic sales slipped 3%.Gross margin fell 90 bps to 30.5% on cost inflation and supply-chain expenses.The Campbell's Company (CPB) reported mixed fourth-quarter fiscal 2025 results, with the bottom line surpassing the Zacks Consensus Estimate and the top line missing the same. Quarterly earnings declined year over year while net sales increased.CPB’s Quarterly ...

Tuesday, September 2, 2025It was a noisy day where market participants fought conflicting impulses today. Is U.S. tariff policy illegal? What will happen to the already collected revenues if it is? Stock markets sold on this new “risk off” attitude, booking profits made most of the way through the month of August. We kick off the historically weak trading month of September with the Dow closing -0.55%, the S&P 500 -0.69% and the Nasdaq -0.60%.Goldman Sachs (GS) was the worst-performing stock on the Dow inde ...

The J. M. Smucker Company (SJM) FY 2025 Conference September 02, 2025 12:45 PM ET Company ParticipantsMark Smucker - CEO & Chair of the BoardTucker Marshall - CFOConference Call ParticipantsAndrew Lazar - Equity AnalystAndrew LazarI'd like to welcome back to our conference, The J. M. Smucker Company. With us today are CEO and Chairman of the Board, Mark Smucker and CFO, Tucker Marshall. Mark and Tucker are going to go through some brief prepared remarks, and then we'll sit down for some questions. Mark, ove ...

Kraft Heinz Separation Overview - Kraft Heinz plans to separate into two independent companies: Global Taste Elevation Co and North American Grocery Co[4, 25] - The separation aims to allow each company to dedicate resources, reduce complexity, and align capital allocation with strategic ambitions[26, 27] - The spin-off is expected to be completed in the second half of 2026 and is expected to be tax-free to Kraft Heinz and its shareholders[66] Global Taste Elevation Co - Global Taste Elevation Co had net sales of $154 billion in 2024 and adjusted EBITDA of $40 billion[28] - More than 75% of net sales are from market-leading brands with approximately 90% U S household penetration[41] - The company has a 7% 5-year CAGR in Taste Elevation and a 10% 5-year CAGR in Away From Home organic net sales[43] North American Grocery Co - North American Grocery Co had net sales of $104 billion in 2024 and adjusted EBITDA of $23 billion[28] - Nearly 75% of net sales are from market-leading brands[53] - The company has an opportunity to pursue whitespace in Away From Home, with industry average Away From Home sales at 19% compared to the company's 4%[57] Strategic Rationale - Portfolio complexity is correlated to lower growth rates[22] - The separation will minimize operational overlap and replication, with anticipated dis-synergies of up to $300 million, a substantial portion of which can be mitigated in the near term[58] - The company realized annual efficiencies of approximately $35 million from 2022 to 2024 through shared services efficiencies[13]

Summary of Key Points from the Conference Call Industry or Company Involved - The discussion primarily revolves around the **Federal Reserve** and its implications on the **U.S. economy** and **international relations**, particularly with **China** and **India**. Core Points and Arguments 1. **Federal Reserve's Independence**: The unprecedented attempt by President Trump to dismiss a Federal Reserve governor raises concerns about the credibility and independence of the central bank, which is crucial for the U.S. economy [124][125][128] 2. **Impact of Tariffs on India**: The imposition of a 50% tariff on Indian goods by the U.S. is seen as a significant diplomatic rupture, prompting India to reassess its global alliances and trade strategies [109][111][117] 3. **India's Economic Resilience**: Despite the challenges posed by U.S. tariffs, India's economy is projected to remain dynamic, with growth expected to exceed 6%, positioning it as a major player in the global market by 2028 [114][120] 4. **China's Innovation Landscape**: China's industrial policy has transformed it into a leader in high-tech industries, but it faces challenges such as market distortion and fiscal costs associated with government subsidies [142][144][145] 5. **Global Reactions to China's Policies**: Western governments are beginning to adopt similar industrial policies as China, indicating a shift in global economic strategies [143][144] Other Important but Possibly Overlooked Content 1. **Political Dynamics in Brazil**: The trial of former President Jair Bolsonaro serves as a case study for democratic resilience and the potential for reform in Brazil, contrasting with the political climate in the U.S. [94][97][101] 2. **Market Reactions**: Financial markets have shown resilience in response to political pressures, indicating a complex relationship between government actions and investor confidence [124][125][129] 3. **Long-term Economic Projections**: The Congressional Budget Office's estimates suggest that increased tariffs could significantly reduce the U.S. government's primary deficit over the next decade, although the broader economic impacts remain uncertain [82][117] This summary encapsulates the critical insights from the conference call, highlighting the interplay between domestic policies and international relations, particularly in the context of the Federal Reserve, U.S.-India trade relations, and China's industrial strategy.

NEW YORK, Aug. 31, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The J.M. Smucker Company (NYSE: SJM) for potential violations of the federal securities laws. If you invested in J.M. Smucker, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/the-jm-smucker-company-class-action-lawsuit. Why Is J.M. Smucker being Investigated? J.M. Smucker manufactures and markets branded food and beverage products. I ...

In China’s retail jungle, Häagen-Dazs is getting eaten alive by a local gelato chain. It’s far from the only foreign brand struggling to compete there with homegrown rivals. https://t.co/yS29bEIQhF ...

In China’s retail jungle, Häagen-Dazs is getting eaten alive by a local gelato chain whose name means Mr. Wild Man. 🔗 https://t.co/dvYlrdkGR4 https://t.co/Lm196z8Ktm ...

It’s been less than a year since JDE Peet’s brought in Rafa Oliveira as chief executive officer and promised him a big payout if he could double the coffee-maker’s share price https://t.co/n7GHjeFf11 ...