央视网消息：2月16日是农历腊月二十九，除夕。除夕夜的年夜饭，历来是中国人一年中最具仪式感的一餐，它不只是一顿饭，更 是乡愁的载体、亲情的纽带。如今，这顿传统年夜饭的"吃法"正在悄然发生改变，从提前数月锁定老字号到邀请大厨上门定制专属 家宴，春节餐桌上变化的是备餐的方式与团聚的场景，不变的是人们对阖家团圆的深切向往。 年夜饭预订火爆 老字号一桌难求 除夕的年夜饭是"年味儿"的重要组成部分，包含幸福美满、阖家团圆的美好寓意，更是辞旧迎新仪式感的体现。随着社会发展变 迁，中国人的年夜饭越来越丰富，形式越来越多样。今天大多数家庭都早早备好年货，开始为这顿年夜饭做准备，也有不少家庭预 订了酒店餐厅的年夜饭，选择轻松过大年。北京、上海多家老字号餐厅，春节期间的年夜饭早早就预订一空。 上海某饭店厨师长罗玉麟介绍，今年的年夜饭已经全部订满，"新年饭"初一到初七，基本是3000元到5000元的套餐，3000元的套餐 基本上6到8人。 线上套餐走俏 年夜饭消费年轻化 如今，不少老字号纷纷上线年夜饭多种套餐供消费者选购。多家外卖平台数据显示，2026年年夜饭预订单量同比激增超3倍。8至12 人的家庭聚餐套餐是主流，小规模聚会套餐 ...

Market Overview - The stock market experienced a broad sell-off, particularly in tech stocks, with the Nasdaq composite down approximately 2% and the S&P 500 down 1.5% [1] - Defensive sectors such as utilities and consumer staples showed resilience, with utilities up 1.5% and consumer staples reaching a record high [1] - The tech sector was notably weak, with major players like Apple and Broadcom seeing declines of about 5% and over 3% respectively [1] Applied Materials Earnings - Applied Materials reported Q1 adjusted EPS of $2.38, exceeding the consensus estimate of $2.21, and net sales of $7.01 billion, beating the expected $6.86 billion [1] - The stock surged in after-hours trading, reflecting strong investor sentiment following a nearly 30% increase in the year and a 90% rise over the past 12 months [1] - Analysts remain optimistic, with nearly 75% recommending a buy and an average price target of around $335 [1] AI and Semiconductor Market Trends - The AI capital expenditure trend is expected to drive significant investment, with estimates suggesting $837 billion will be spent by major companies on AI development by 2027 [2] - Semiconductor companies are projected to capture about 33% of the revenues from this investment, benefiting from increased demand for AI infrastructure [2] - The market is witnessing a shift towards companies with heavy assets and low obsolescence, termed "halo stocks," such as Exxon and Walmart, which have performed well this year [2] Coinbase Financial Results - Coinbase reported Q4 adjusted EPS of $0.66, below the expected $0.86, and Q4 revenue of $1.78 billion, also missing the consensus of $1.83 billion [7] - Analysts remain cautiously optimistic, with nearly 60% maintaining a buy rating and an average target price of around $314 [9] - The company is navigating challenges related to declining crypto prices and trading volumes, but there is potential for recovery with legislative clarity and institutional interest in blockchain technology [12][15] Future Outlook for Coinbase - The passage of the Clarity Act is seen as crucial for restoring confidence in the crypto market and could lead to increased institutional participation [15] - Coinbase's future growth may hinge on the adoption of stablecoins and the integration of blockchain technology into various sectors, which could enhance demand for its services [27][30] - The market is currently focused on immediate earnings, but there is a belief that as blockchain technology matures, Coinbase could emerge as a key player in the industry [30]

Financial Data and Key Metrics Changes - Organic revenue for Aramark grew 5% to $4.8 billion in Q1 2026, with an estimated 8% growth without the calendar shift impact [6][16] - Operating income was $218 million, slightly up from the prior year, while adjusted operating income was $263 million, up 1% on a constant currency basis [17] - GAAP EPS was $0.36 and adjusted EPS was $0.51, with a calendar shift impacting adjusted EPS growth by approximately 13% [19] Business Segment Data and Key Metrics Changes - FSS US organic revenue increased to $3.4 billion or 2%, with a potential growth of approximately 5% without the calendar shift [8] - International revenue reached $1.5 billion, an increase of over 13% year-over-year on an organic basis, maintaining double-digit growth for 19 consecutive quarters [11] - The U.S. AOI had a 1% decline compared to the same period last year, while international segment AOI grew by 12% on a constant currency basis [18] Market Data and Key Metrics Changes - The U.K., Spain, Germany, and Chile were the leading contributors to international revenue growth [11] - The company reported strong client retention levels across all markets, with significant new business wins in healthcare, education, and corrections in the U.S. [5][10] Company Strategy and Development Direction - The company aims for a net new target of 4%-5% in fiscal 2026, driven by strong client retention and new business opportunities [6] - Aramark is focusing on expanding its global supply chain GPO network, particularly in hospitality areas such as theme parks and hotels [6][13] - The company is committed to leveraging AI technology to enhance supply chain efficiencies and operational productivity [13][45] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving record-breaking financial performance, citing strong business momentum and client retention [5][20] - The company anticipates continued revenue growth in Q2, driven by onboarding new business and maintaining high retention rates [21][22] - Management noted that inflation is in line with expectations, with food and labor costs running around 3% [70][71] Other Important Information - The company repurchased $30 million of its shares as part of its share repurchase program [19] - Capital expenditures were higher due to commitments associated with sizable new business wins, expected to normalize over the year [61] Q&A Session Summary Question: Competitive business wins and future trends - Management noted significant success in competitive new account wins, particularly in large organizations, and expects this trend to continue [26][27] Question: Upcoming large bidding opportunities and retention strategies - Management confirmed ongoing large bidding opportunities but did not disclose specifics due to competitive reasons; retention remains a key focus [29][30] Question: Revenue growth in sports and leisure segments - Revenue growth is broad-based across business lines, with strong performance in sports and entertainment, particularly in collegiate athletics [35][37] Question: Pricing and volume contributions to organic growth - Pricing contributed about 3% to organic growth in Q1, with expectations for similar trends throughout the year [56] Question: Impact of inflation on costs - Inflation is running in line with expectations, with food prices around 3% and labor costs consistent across geographies [70][71] Question: Client retention and spending trends - Management emphasized a strong focus on client retention, with no significant changes in customer spending patterns observed [75][77] Question: Updates on large contracts and their impact - The RWJBarnabas contract is expected to have a significant impact in 2026, with a staged opening beginning in June [90][91] Question: Strategic shifts in client operations - Management noted a strategic shift among clients towards systemizing operations for cost efficiencies, which has led to larger contract wins [99][100]

Financial Data and Key Metrics Changes - Organic revenue for Q1 2026 grew by 5% to $4.8 billion, with an estimated 8% growth if not for the calendar shift [6][17] - Operating income was $218 million, with adjusted operating income at $263 million, reflecting a 1% increase on a constant currency basis [18] - GAAP EPS was $0.36 and adjusted EPS was $0.51, with a calendar shift impacting adjusted EPS growth by approximately 13% [20] Business Line Data and Key Metrics Changes - FSS U.S. organic revenue increased to $3.4 billion, a 2% growth, which would have been approximately 5% without the calendar shift [8] - International revenue reached $1.5 billion, an increase of over 13% year-over-year on an organic basis, with every country contributing to revenue growth [12] Market Data and Key Metrics Changes - The U.S. segment experienced a 1% decline in adjusted operating income, while the international segment had a year-over-year adjusted operating income growth of 12% on a constant currency basis [19] - The Workplace Experience group delivered a 17th consecutive quarter of double-digit growth, driven by new business wins and strong holiday catering activity [8] Company Strategy and Development Direction - The company is focused on maintaining high client retention rates and expanding its business in healthcare, education, and corrections sectors [5][10] - There is a strategic shift in client operations towards systemization to capture cost synergies, particularly in healthcare [101][102] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving a net new target of 4%-5% for fiscal 2026, supported by strong client retention and new business opportunities [6][16] - The company anticipates continued strong revenue growth and profitability improvements driven by operational efficiencies and disciplined cost management [23][24] Other Important Information - The company is actively pursuing growth opportunities in its global supply chain and GPO network, with a focus on hospitality areas [14] - Capital expenditures were higher due to commitments associated with sizable new business wins, but are expected to normalize over the year [20][63] Q&A Session Summary Question: Competitive business wins and future trends - Management noted significant success in competitive new account wins, particularly in large organizations, and expects this trend to continue [28][29] Question: Upcoming large bidding opportunities and retention strategies - Management confirmed ongoing large bidding opportunities but did not disclose specifics due to competitive nature; retention remains a key focus [32][33] Question: Materiality of sports and leisure segment revenues - Revenue growth is broad-based across business lines, with strong performance in sports and entertainment, but no specific breakdown was provided [38][39] Question: Pricing and volume contributions to organic growth - Pricing contributed about 3% to organic growth in Q1, with expectations for similar trends throughout the year [59] Question: Impact of inflation on costs - Inflation is running in line with expectations at about 3%, with no extraordinary impacts on the profit guidance [72][73] Question: Changes in client retention and spending trends - Management reported record high retention rates and steady consumer spending, particularly in sports and entertainment [77][79] Question: Updates on the RWJBarnabas contract - The RWJBarnabas contract is expected to have a significant impact in 2026, with a staged opening beginning in summer [93][94] Question: Strategic shifts in client operations - A strategic shift is noted as clients seek to systemize operations for cost savings, particularly in healthcare [101][102]

Financial Data and Key Metrics Changes - Organic revenue for the first quarter grew by 5% to $4.8 billion, with an estimated 8% growth if not for the calendar shift [5][14] - Operating income was $218 million, slightly up from the prior year, while adjusted operating income was $263 million, up 1% on a constant currency basis [15][17] - GAAP EPS was $0.36 and adjusted EPS was $0.51, with the calendar shift impacting adjusted EPS growth by approximately 13% [17] Business Segment Data and Key Metrics Changes - FSS US organic revenue increased to $3.4 billion, or 2%, with an estimated 5% growth without the calendar shift [6] - International revenue reached $1.5 billion, an increase of over 13% year-over-year on an organic basis, marking the 19th consecutive quarter of double-digit growth [10] Market Data and Key Metrics Changes - The U.K., Spain, Germany, and Chile were highlighted as leading contributors to international revenue growth [10] - The company reported strong client retention levels across all markets, with significant new business wins in healthcare, education, and corrections in the U.S. [4][10] Company Strategy and Development Direction - The company aims for a net new target of 4%-5% in fiscal 2026, driven by strong client retention and new business opportunities [5] - There is a strategic shift in client operations towards systemization to capture cost synergies, particularly in healthcare [96][97] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year guidance, with expectations for organic revenue growth of 7%-9% and adjusted EPS growth of 20%-25% [19] - The company is focused on maintaining high client retention rates, which are currently better than the previous year [61] Other Important Information - The company is actively pursuing growth in its global supply chain and GPO network, with a focus on AI-driven technology to enhance efficiency [12] - Capital expenditures were higher due to commitments associated with new business wins, but are expected to normalize over the year [17][58] Q&A Session Summary Question: Competitive business wins and future expectations - Management noted significant success in competitive new account wins, particularly in large organizations, and expects this trend to continue [24][25] Question: Upcoming large bidding opportunities and retention strategies - Management confirmed ongoing large bidding opportunities but did not disclose specifics due to competitive reasons, emphasizing a strong focus on client retention [27][28] Question: Performance of specific business segments - Revenue growth is broad-based across business lines, with strong performance in both FSS US and international segments [34] Question: Pricing and volume contributions to organic growth - Pricing contributed about 3% to organic growth in Q1, with expectations for similar trends throughout the year [52][53] Question: Impact of inflation on costs - Inflation is running in line with expectations at about 3%, with no extraordinary impacts on the P&L [66][68] Question: Changes in client retention and spending trends - Management reported improved client retention and steady consumer spending trends, particularly in sports and entertainment [72][73] Question: Updates on large contracts and their impact - The RWJBarnabas contract is expected to have a significant impact in 2026, with a staged opening beginning in June [87][88]

z Q1 Fiscal 2026 Earnings Results F E B R U A R Y 1 0 , 2 0 2 6 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect our current expectations as to future events based on certain assumptions and include any statement that does not directly relate to any historical or current fact. These statements include, but are not limited to, statements under the heading, "Fiscal 2026 Outloo ...

"春节前是我们最忙的时候，每天凌晨4点就开工，一天要蒸几百笼馒头、糕团，平均每天都要卖出各色馒头8000多只、团子4000多只。"门店负责人 告诉记者，店里的团子、馒头、五色方糕等传统点心，是常州人过年必备的年货，寓意"团团圆圆""蒸蒸日上"，承载着几代人的新春记忆。 "我从小就吃这家的糕团馒头，每年过年都要来买，这才是常州的年味啊！"68岁的市民王阿姨提着刚买的团子和馒头，脸上满是笑意，"不仅是自己 家里吃，还要给在外地工作的孩子们寄上一些，让他们也尝尝家乡的味道。" 队伍中，还有不少年轻面孔，"90后"市民陈女士带着小女儿来排队，小姑娘闻着阵阵诱人的香气直喊"要吃要吃"。"我特地带孩子来感受一下老字号 的年味，也让她尝尝我们小时候最爱的味道，体会地方传统美食的魅力。" 店堂里挤挤挨挨，线上订单也十分火爆。工作人员忙着打包、贴单，快递小哥穿梭其间，将一份份承载着年味的糕团、馒头发往全国各地。"很多在 外打拼的常州人，通过电话预订、线上下单，就是想尝一口家乡味道，这也是我们老字号的责任。"门店负责人说，为满足市民需求，店里增加人 手、延长营业时间，大家加班加点，只为确保人们都能买到新鲜制作的点心。 随着春节临 ...

Core Points - The annual meeting of Aramark was held virtually, allowing shareholders to participate and submit questions online [4] - Shareholders elected a full slate of 11 directors, ratified Deloitte & Touche as the independent auditor for fiscal 2026, and approved executive compensation in a non-binding advisory vote [5][7] - The board expressed confidence in CEO John Zillmer, stating there is no near-term succession plan and a robust pipeline of senior executives is being developed [6][12] Meeting Details - The notice of meeting and proxy statement were mailed on December 22, 2025, to shareholders of record as of December 12, 2025 [1] - As of the record date, Aramark had 262,808,032 shares of common stock outstanding, with each share entitled to one vote [2] - The polls for voting opened at 10:04 a.m. and closed at 10:05 a.m., with preliminary results confirming the election of directors and ratification of the auditor [9] Board and Leadership - The board of directors includes Susan Cameron, Greg Creed, Brian DelGhiaccio, Richard Dreiling, Bridgette Heller, Kenneth Keverian, Karen King, Patricia Lopez, Kevin Wills, John Zillmer, and Stephen Sadove [3][8] - The company continues to engage with NGOs regarding animal welfare practices and evaluates its guidelines regularly [6][14] Supply Chain and Operations - Management reported that supply chain impacts from tariffs have been managed with very little disruption, characterizing the effects as negligible on operations and financial results [6][13] - The company operates in various sectors, including education, healthcare, business, and government, providing integrated solutions to enhance guest experiences and operational efficiencies [16]

Market Overview - The FTSE 100 opened lower, down 35 points at 10,367, primarily driven by disappointing performances from Compass and Vodafone [1] - Vodafone shares fell 5.5% after reporting organic service revenues below forecasts for the UK and Germany [2] Vodafone Performance - Vodafone Group PLC reported a 5.4% increase in organic service revenue for the past quarter, which is a decline from 5.8% in the second quarter and below the expected 6.0% [3] - In the UK, revenue decreased by 0.5%, while in Germany, the largest market, growth was only 0.1%, significantly below forecasts [4] Compass Performance - Compass shares dropped 7.7% despite the company claiming a strong start to its new financial year [1] Shell Financials - Shell PLC reported its lowest quarterly profit since early 2021, with adjusted earnings of $3.26 billion for Q4 2025, down 40% and below analyst expectations of $3.5 billion [5] - The company announced a 4% dividend increase and initiated a $3.5 billion share buyback, while net debt rose to $45.7 billion from $41.2 billion at the end of Q3 [5] BT Group Results - BT Group PLC reported a 4% decline in revenue to £4.98 billion, slightly below City forecasts of £5.1 billion [6] - Adjusted EBITDA was £2.1 billion, down 1%, but in line with expectations, with earnings remaining broadly flat when excluding one-off factors [7]

只要是开了这个头，年轻人都有非常强烈的"露一手"的意愿。 最近几年，年夜饭的"主理权"逐渐被移交到了看着抖音和小红书，来学习买菜和做饭的年轻人手上。 大家的需求会有什么样的改变呢？ 新一代主理人，喜欢什么样的年夜饭？ 一个明显的趋势是，返乡的年轻人逐渐出现了一个新的共同愿望：希望让家里的长辈，也尝尝自己平时吃到的新鲜口味。 这可能是在上海梧桐区时髦甜品店被发明出来的新口味，也可能是过去一年火热的云贵川bistro的木姜子新调味，甚至是刚在首尔走红的迪拜巧克力大 福。 再加上春节时间充裕，还有很多年轻人也愿意尝试更需要时间和技能的大菜、硬菜。像炸带鱼、炖猪肘、焖羊排、芥末虾球、葱爆龙虾，都是他们想挑战 的菜式。 从数据来看，家里的长辈其实也乐得清闲，愿意把"重任"交给已经成年的孩子。 下厨房曾经发布的一份春节饮食趋势调查报告，里面显示，有六个省份的年夜饭"掌勺人"年龄在18-25岁之间。盒马去年发布的盒区房报告也显示，盒区 房18至35岁的年夜饭"主理人"占比过半。 那么，新一代年夜饭"主理人"，具体喜欢做什么样的菜呢？我们好奇地搜索了一下，发现像在小红书、抖音这样年轻人为主的生活类社交平台上，点赞靠 前的菜式 ...