Cipla and Eli Lilly and Company (India) on Thursday announced an agreement to distribute and promote type-2 diabetes and chronic weight management drug Tirzepatide under a new brand name, Yurpeak, in India. Tirzepatide was launched in India by Lilly in March 2025 under the brand name Mounjaro. Under the agreement, Cipla has the rights to distribute and promote Yurpeak, the second brand of Tirzepatide in India, the two companies said in a joint statement shared on BSE by Cipla. Insolvency appellate tribunal ...

如今在商场里面，"最贵"的不一定是奢侈品，而是炒货和蜜饯。 被网友调侃为"薛记珠宝店"的薛记炒货，百元大钞仅能购得一份270克的蘑菇脆与不足200克的腰果；香港蜜饯品牌"么凤士多"更为极致，其"贡品级"话梅 单颗售价竟达70元，网友不禁反问："封建帝国早都亡了，何来'贡品'之说？" 人们猛然发现，曾经触手可及的、承载着平民快乐的日常零食，正在被包装成一种需要反复掂量的"轻奢体验"。越来越多人直呼"吃不起零食了"。 在消费趋于理性的今天，为何零食反而掀起一场反逻辑的价格热潮？当一款零食"贵"的理由，只剩下品牌方的自我定位，这种缺乏价值支撑的高价，便不 再是健康的消费升级，而成为了需要被正视、被治愈的"行业病"。 消失的"零食自由" 早年间，消费者挑选零食的理由很简单，也几乎没有什么"品牌"概念，好吃、划算就是复购的全部理由。人们的购物篮里总是混杂着不同品牌，既有洽 洽、徐福记这样家喻户晓的名字，更多则是只被地方消费者所熟知的区域小牌，或是超市里散装称重的无牌炒货与蜜饯。那时买零食，"认口味不认牌 子"是普遍心态，随手挑选，也不必担心会被"刺"。 直到2010年前后，良品铺子、三只松鼠、百草味等零食巨头的崛起，才 ...

Core Insights - Mondelez International is a global leader in the snack food industry with a strong brand portfolio including Oreo, Cadbury, and Toblerone, operating in over 150 countries [1][6] - Berenberg Bank has set a price target of $70 for Mondelez, indicating a potential price increase of approximately 10.81% from its current trading price of $63.17, reflecting confidence in the company's market position [2][6] - The company has a dividend yield of 3.2%, which is attractive to income-focused investors, and is experiencing robust top-line growth, particularly in emerging markets and the chocolate segment [3][6] Financial Performance - Mondelez anticipates a 5% sales growth for the year, driven by resilient demand and market share gains, with potential normalization of cocoa prices supporting this growth [4] - The current stock price is $63.17, reflecting a 1.12% increase, with a market capitalization of approximately $81.74 billion [4] - Over the past year, Mondelez's stock has shown volatility, reaching a high of $72.70 and a low of $53.95, with a trading volume of 6,258,629 shares on the day [5]

Core Insights - Sysco Corporation (SYY) is a leader in the global foodservice industry, enhancing its customer base through digital solutions and retail-style formats [1] - The company's 'Recipe for Growth' strategy focuses on digital transformation, supply-chain strength, customer-centric initiatives, and innovation to expand sales and earnings while maximizing shareholder value [2] - Sysco's acquisitions, including Ready Chef and Campbells Prime Meat, are crucial for enhancing its distribution network and growth prospects [3] Business Strategy - Sysco is implementing cost-cutting measures, simplifying processes, and expanding distribution capacity to improve operational efficiency [4] - The company aims to provide customer-oriented merchandising and marketing solutions to strengthen its leadership in global food distribution [5] Market Performance - Sysco's shares have increased by 5.2% year-to-date, contrasting with a 5.6% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 17.42X, higher than the industry average of 15.9X [9] Earnings Estimates - The Zacks Consensus Estimate for Sysco's fiscal 2026 and fiscal 2027 earnings per share (EPS) indicates year-over-year growth of 2% and 8.9%, respectively [11] - Current estimates for the upcoming quarters show a slight increase in EPS, with a year-over-year growth estimate of 2.75% for the current quarter [12]

of the last payroll report or because you absolutely must look through the inflation principle. Yeah, I think that's I think that's a fair assessment as to whether it'll be red hawkish and then maybe the market will say I don't we don't care. We still think it's going to go.Let's get the opening bell here in the CBC realtime exchange with the big border. CB Research Partnership, a nonprofit seeking to cure some rare skin diseases at the NASDAQ as soup and snack food maker. The Campbell company celebrating i ...

Core Insights - Lamb Weston Holdings, Inc. is a leader in the global frozen foods industry, specializing in frozen potato products, particularly fries and appetizers, serving major foodservice and quick-service restaurant clients primarily in North America and select global markets [1] Group 1: Strategic Initiatives - The company is experiencing benefits from customer wins and strong retention rates, driven by its "Focus to Win" strategic plan aimed at cost savings and working capital improvements to enhance profitability [2] - Lamb Weston is committed to ongoing product innovations, introducing items like fridge-friendly fries and premium potato bites to meet evolving consumer preferences [3] Group 2: Market Dynamics - Evolving market dynamics, such as the growth in food delivery, enhanced QSR concepts, and the rising popularity of air fryers, are creating new opportunities for innovation [4] - Management anticipates that customers will continue to prioritize french fries on menus and at home, with expectations for global restaurant traffic to remain steady through fiscal 2025 [4] Group 3: Financial Performance - Lamb Weston shares have declined by 18.6% year to date, compared to a 5.4% dip in the industry [5] - The company trades at a forward price-to-earnings ratio of 17.62X, higher than the industry average of 15.87X [6] Group 4: Earnings Estimates - The Zacks Consensus Estimate for Lamb Weston's fiscal 2026 earnings per share (EPS) indicates a year-over-year decline of 10.5%, while fiscal 2027 shows a growth of 16.4% [10] - The most recent consensus estimates for fiscal 2026 and fiscal 2027 have been revised downward in the past 30 days [10]

Core Insights - European Wax Center, Inc. (EWCZ) reported mixed second-quarter 2025 results, with earnings per share (EPS) of 27 cents exceeding the Zacks Consensus Estimate of 19 cents, while total revenues of $55.9 million fell short of the consensus estimate of $57 million [1][2][10] Financial Performance - Total revenues decreased by 6.6% year-over-year, primarily due to weaker same-day services and retail sales, despite a 0.3% increase in same-store sales [2][10] - System-wide sales amounted to $257.6 million, down 1% from $260.2 million in the previous year [2] - Selling, general and administrative expenses (SG&A) rose by 13.2% to $14.5 million, with SG&A as a percentage of total revenues increasing by 430 basis points to 25.9% [3] - Adjusted EBITDA increased by 4.7% to $21.6 million, with the adjusted EBITDA margin rising by 420 basis points to 38.7% [4][10] Balance Sheet and Cash Flow - As of July 5, 2025, EWCZ had cash and cash equivalents of $63.9 million, net long-term debt of $374 million, and total shareholders' equity of $76.5 million [5] - The company generated $27.9 million in net cash from operating activities during the quarter [5] - Inventory levels remained stable year-over-year [5] Share Repurchase - EWCZ repurchased nearly 0.2 million shares of its Class A common stock for $1.1 million, bringing total repurchases under its existing $50 million authorization to $41.2 million [6] Future Outlook - For 2025, EWCZ revised its projections for system-wide sales to $940-$950 million, down from $940-$960 million, and total revenues to $205-$209 million, down from $210-$214 million [7] - Same-store sales are now expected to be in the range of 0-1%, compared to the previous forecast of 0-2% [7] - The company anticipates opening 10-12 new centers and closing 40-60 centers, resulting in a net loss of 28-50 centers for the year [8]

Core Insights - Celsius Holdings, Inc. reported strong second-quarter 2025 results, with both revenue and earnings exceeding expectations and showing year-over-year growth [1][10] Financial Performance - Adjusted earnings per share (EPS) reached 47 cents, surpassing the Zacks Consensus Estimate of 23 cents and increasing from 28 cents in the prior year [1][10] - Revenue surged 84% year-over-year to $739.3 million, exceeding the consensus estimate of $645 million, driven by significant growth in North America and international markets [3][10] - North American revenues increased 87% year-over-year to $714.5 million, while international revenues rose 27% to $24.8 million [3] Profitability Metrics - Gross profit rose 82.2% year-over-year to $380.9 million, although gross margin slightly decreased by 50 basis points to 51.5% [4] - Selling, general, and administrative expenses climbed 107% year-over-year to $237.9 million, primarily due to the addition of the Alani Nu brand and associated acquisition costs [4] Brand Performance - Retail sales for the CELH portfolio in the U.S. increased 29% year-over-year, reflecting strong consumer demand for sugar-free, functional beverages [5] - Celsius held a 17.3% dollar share in the U.S. ready-to-drink (RTD) energy category, marking a 1.8-point increase year-over-year [6] - The CELSIUS brand's retail sales rose 3% year-over-year, while Alani Nu brand retail sales surged 129% year-over-year, indicating strong market resonance [7][8] Market Position - Celsius' past 52-week RTD energy retail sales exceeded $4 billion, surpassing the combined sales of the next eight RTD energy drink brands [6] - The company ended the quarter with cash and cash equivalents of $615.2 million, long-term debt of $862.9 million, and shareholders' equity of $1.3 billion [11]

Core Insights - Medifast, Inc. reported second-quarter 2025 results with both net sales and earnings exceeding Zacks Consensus Estimates, despite year-over-year declines in both metrics [1][11] - The company is focusing on personalized support through its OPTAVIA program to meet growing consumer demand for long-term health and wellness solutions [1] Financial Performance - Quarterly earnings were reported at 22 cents per share, benefiting from an investment in LifeMD, with adjusted earnings at 4 cents per share, surpassing break-even estimates [3][11] - Net revenues fell to $105.6 million, a decline of 37.4% year over year, attributed to a decrease in active earning OPTAVIA coaches, although it exceeded the Zacks Consensus Estimate of $95 million [4][11] - The average revenue per active earning OPTAVIA Coach decreased by 6.9% year over year to $4,630, influenced by challenges in client acquisition and the rise of GLP-1 medications for weight loss [4][11] Coach and Customer Base - The number of active earning OPTAVIA Coaches decreased by 32.7% year over year, dropping to 22,800 from 33,900 [5] - The company is prioritizing the revitalization of its coach and customer base by introducing enhanced tools, data-driven support, and new products [2] Margin and Cost Analysis - Gross profit was reported at $76.6 million, down 37.9% year over year, with a gross margin of 72.6%, reflecting a decrease of 60 basis points [6] - Selling, general and administrative expenses (SG&A) fell by 40.8% year over year to $77.7 million, primarily due to a reduction in OPTAVIA coach compensation [7] Operational Loss and Financial Health - The loss from operations improved by 86.5% to $1.1 million, representing 1% of revenues compared to 4.7% in the previous year [8] - As of June 30, 2025, the company had cash, cash equivalents, and investment securities totaling $162.7 million, with no debt and total shareholders' equity of $216 million [9] Future Outlook - For the third quarter of 2025, Medifast expects revenues between $70 million and $90 million, with potential losses ranging from 60 cents to break-even [12]

Core Insights - BranchOut Food Inc. has secured over $2.8 million in new orders from a major warehouse club, driven by strong consumer demand for its products, particularly Pineapple Chips, Chewy Banana Bites, and the upcoming launch of Crunchy Strawberry Halves [3][4][11] Product Performance - Pineapple Chips and Chewy Banana Bites have shown strong sales performance, leading to significant reorder volumes, including a $714,000 order for Pineapple Chips in the Southeast and an $860,000 order for Chewy Banana Bites in the Midwest [6][4] - The Midwest region alone has generated over $1.8 million in orders across three different SKUs, indicating robust market acceptance [5][6] - The new Crunchy Strawberry Halves are expected to replace an imported product, with early performance suggesting it could become a top-selling item [7][11] Innovation and Expansion Plans - BranchOut is preparing to launch a new line of snack packs targeted at children, aimed at grocery retailers, which is projected to be a $20–30 million opportunity [12][13] - The company has a pipeline of innovative products ready for retail presentations, including Mango Slices, Dragon Fruit, and Snack Mixes, designed to meet growing consumer demand for nutritious snacks [9][11] - The multipack format is anticipated to double the addressable market opportunity within warehouse clubs, with interest already expressed by retailers [13] Operational Strategy - The company is raising $3 million through an ATM program to support growth initiatives, including strategic hires, expanded partnerships, and new product development [16] - BranchOut's GentleDry™ technology is fully operational, with plans to address bottlenecks in preprocessing to maximize production capacity [15][17]