值得注意的是，本月有媒体报道称，东方甄选在招聘网站寻觅"旗舰店门店店长"，要求应聘者有5年以 上零售行业的工作经历，以及管理"餐饮+零售"复合业态的经验，优先考虑便利蜂、7-11、罗森等连锁 便利店从业经验的人士等。从招聘介绍来看，旗舰店计划落地于北京中关村核心商圈，而这也是新东方 北京总部的所在地。门店面积约400平方米，将覆盖便利店商品、简餐咖啡饮品区等双业态场景，涵盖 生鲜、零食、日百等品类。 东方甄选(01797)早盘涨近6%，截至发稿，涨4.21%，报18.83港元，成交额1.14亿港元。 消息面上，12月24日，东方甄选方面确认：俞敏洪已敲定东方甄选接班人，由新东方教育科技集团副总 裁孙进担任东方甄选执行总裁。据悉，此前东方甄选CEO由孙东旭担任；今年11月6日，俞敏洪发文确 认，孙东旭因个人原因正式离开东方甄选，不再参与公司工作。 ...

消息面上，12月24日，东方甄选方面确认：俞敏洪已敲定东方甄选接班人，由新东方教育科技集团副总 裁孙进担任东方甄选执行总裁。据悉，此前东方甄选CEO由孙东旭担任；今年11月6日，俞敏洪发文确 认，孙东旭因个人原因正式离开东方甄选，不再参与公司工作。 智通财经APP获悉，东方甄选(01797)早盘涨近6%，截至发稿，涨4.21%，报18.83港元，成交额1.14亿港 元。 值得注意的是，本月有媒体报道称，东方甄选在招聘网站寻觅"旗舰店门店店长"，要求应聘者有5年以 上零售行业的工作经历，以及管理"餐饮+零售"复合业态的经验，优先考虑便利蜂、7-11、罗森等连锁 便利店从业经验的人士等。从招聘介绍来看，旗舰店计划落地于北京中关村核心商圈，而这也是新东方 北京总部的所在地。门店面积约400平方米，将覆盖便利店商品、简餐咖啡饮品区等双业态场景，涵盖 生鲜、零食、日百等品类。 ...

清晨7点，北京地铁10号线国贸站内，"美团食光机"早餐车早已在站厅氤氲出浓浓的烟火气。上班族张 女士扫码取走提前预订的包子、豆浆。"在地铁站取早餐，全程不到1分钟，到公司还是热乎的，方便快 捷。"张女士表示。 近来，通勤的上班族惊喜地发现，北京地铁站里的烟火气越来越浓，便民服务设施也越来越齐全了—— 不仅有早餐车，还有咖啡店、鲜花柜、便利店、文创店等一系列服务设施，满足市民群众的多样化需 求。 （来源：劳动午报） 转自：劳动午报 相关负责人表示，秉承"站城融合"的建设理念，目前，北京地铁已在340余座车站建成3000余处便民设 施。这些藏在地铁站里的便利与惊喜，让交通节点变身"城市活力微中心"，让市民群众的每一次出行都 能满载幸福感。 □本报记者 周美玉/文 彭程/摄 在地铁国贸站站厅，咖啡快取店飘出浓浓的香气，一杯热咖啡让双手不再冰冷，成为上班族的"能量补 给站"。除了醇香的咖啡，在地铁站里还能顺便买束鲜花带回家，目前，北京地铁设有鲜花柜20余个， 分布在王府井、国贸、北京西站等客流较大的换乘站。日常生活购物需求也能在地铁站内得到满足，目 前有11条线路的95座车站设有130间便利店、面包店，日均服务2万余 ...

深化责任落实，激发基层主动性。各阿米巴按区域明确责任范围与工作标准，对罩棚、立柱、加油机、 灯箱等设施开展系统性清洁维护，消除积尘老化痕迹。在实践过程中，基层员工积极发挥智慧，形成多 项实用工作方法。东城团队总结出"一线一绳一夹一温度计"简易操作法，提升标准化执行效率；西城团 队通过优化商品布局、改造卫生间环境、增设仿生景观围挡等措施，改善客户体验；延庆团队则通过修 剪绿植、增设引导标识、创新应急器材存放方式等细微改造，提升现场便利性与安全响应效率。通 过"日有任务、行有标准、过程监督、结果验收"的管理闭环，推动环境建设工作持续深入。 转自：新华财经 中国石油北京销售第一分公司以"党建+阿米巴"运营模式为抓手，围绕加油站现场环境与服务质量提 升，系统推动标准化建设落地见效。通过形象升级、责任压实与机制创新，逐步构建起安全规范、整洁 高效、服务优质的高质量运营场景，实现环境风貌焕新升级与客户体验持续优化，为企业高质量发展注 入强劲动力。 聚焦形象升级，展现站点新面貌。分公司依托"党建+阿米巴"组织优势，组建专项工作组，建立"分区负 责、责任到岗"机制，形成党员带头、全员参与的工作格局。通过现场勘查制定分场景整改 ...

Signet (SIG) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +293.75%. A quarter ago, it was expected that this jewelry company would post earnings of $1.21 per share when it actually produced earnings of $1.61, delivering a surprise of +33.06%.Over the last four quarters, the company ...

Core Insights - Casey's General Stores is set to report its fiscal first-quarter earnings on September 8, 2025, with analysts projecting an EPS of $5.06 and revenue of $4.48 billion, reflecting a 4% year-over-year growth in earnings and a 9% increase in sales compared to the previous year [2] - For the full year 2025, Casey's reported an EPS of $14.64, EBITDA of $1.2 billion, and expanded its store count by 270, while increasing its dividend by 14% to $0.57 per share [3] - The company has a market capitalization of $18 billion and reported $16 billion in revenue over the last twelve months, with operating profits of $796 million and net income of $547 million [4] Earnings Performance - Historically, Casey's stock has decreased 60% of the time after earnings announcements, with a median one-day drop of 2.7% and a maximum decline of 7% [2] - Over the last five years, positive one-day post-earnings returns occurred approximately 40% of the time, increasing to 58% when analyzing the last three years [6] - The median of positive one-day returns was 7.6%, while the median of negative returns was -2.7% [6] Strategic Outlook - Casey's provided FY2026 guidance of 10%–12% EBITDA growth and 2%–5% same-store inside sales growth, indicating a focus on strong financial results and strategic expansion [3] - The correlation between one-day and five-day post-earnings returns can inform trading strategies, with higher correlations suggesting potential for short-term gains [7][8]

Core Viewpoint - Nanjing Bank Taizhou Branch actively responds to national policies by leveraging financial advantages to stimulate local economic development through unique consumer scenarios and partnerships with quality merchants [1] Group 1: Local Community Engagement - Nanjing Bank Taizhou Branch focuses on local consumer needs by creating distinctive consumption scenarios and collaborating with quality merchants, enhancing consumer experiences and supporting local economic growth [2] - The bank has established a strategic partnership with the well-known local fruit chain "Xiao Jiang Ge," allowing it to launch a special section in Nanjing Bank's online mall, offering new customers benefits such as free fruit purchases and exclusive discounts [2] - A novel consumption model combining bank branches with convenience stores has been introduced, significantly increasing the penetration of consumer finance [2] Group 2: Automotive Consumption Support - The bank promotes automotive consumption growth by aligning with national and local subsidy policies, lowering loan thresholds, and enhancing loan limits [3] - Since the second quarter of this year, the bank has introduced various promotional policies, including zero down payment and no collateral, attracting numerous consumers [3] - In the first half of 2025, the bank provided automotive consumption credit support exceeding 150 million yuan to 1,174 customers [3] Group 3: Consumer Confidence Boost - Nanjing Bank Taizhou Branch has increased subsidies for online and offline consumption scenarios, launching various promotional activities during key shopping events [4] - The bank has partnered with platforms like JD.com, Alipay, Suning, and Douyin to offer substantial discounts, with the highest discount reaching 400 yuan [4] - The bank has also issued cash installment vouchers and significantly reduced credit card installment fees to enhance consumer confidence [4] Group 4: Future Outlook - Nanjing Bank Taizhou Branch plans to continue expanding local distinctive consumption scenarios and optimizing financial service ecosystems [5] - The bank aims to collaborate with more quality merchants to set a new benchmark for local consumption scenarios, providing superior and convenient financial services and consumer experiences [5]

Core Insights - The Jinan 5 Station achieved impressive results in May, with gasoline completion rate at 104% and diesel at 100%, winning the customer growth second prize in Shandong Company and the labor competition in Jinan Company [1][2] Group 1: Target Management - The station manager, Zhou Dongmei, implemented a detailed target management system, breaking down sales tasks to individual employees and specific products, ensuring clear and quantifiable goals [2] - A personalized supervision form was designed to track daily sales data and include feedback and improvement plans, functioning as a "growth manual" for each employee [2] - A three-tier supervision mechanism was established, promoting accountability and collaboration among the station manager, duty managers, and employees [2] Group 2: Sales Strategy - The station emphasized the importance of maximizing sales opportunities with the slogan "Every time the nozzle is lifted is a growth opportunity" [3] - Employees participated in "speech workshops" to develop personalized sales pitches, enhancing customer engagement and increasing sales [3] - The station's "full tank" rate improved by 5% month-on-month, leading to significant increases in gasoline sales and convenience store revenue [3] Group 3: Operational Optimization - Zhou Dongmei analyzed traffic patterns at the station, implementing differentiated service strategies for peak and off-peak hours to enhance customer experience [4] - During peak hours, employees focused on efficiency and quick transactions, while off-peak times were used to deepen customer relationships [4] - A customer rest area was created, providing free refreshments and magazines, allowing employees to engage with customers and understand their needs better [4] Future Directions - The Jinan 5 Station plans to continue refining its management practices, focusing on market demand and customer satisfaction to drive growth and create value for employees and the company [4]

Core Viewpoint - The company Kudi Coffee is facing challenges in its expansion into the convenience store sector, with mixed results observed in its existing stores and concerns about profitability and operational efficiency [4][11][14]. Group 1: Business Model and Strategy - Kudi Coffee's new franchise policy allows for a full refund of initial investment costs if the business does not perform well within six months, reducing the financial risk for franchisees [3]. - The company aims to integrate coffee sales with convenience store offerings, creating a "coffee-themed convenience store" that includes a variety of food and retail products [9][10]. - Kudi's expansion strategy is driven by a goal to reach 50,000 stores, necessitating new revenue streams beyond coffee sales to achieve this target [8][22]. Group 2: Market Position and Competition - The convenience store market in China is highly fragmented, with significant opportunities for Kudi to differentiate itself and target lower-tier markets [22][23]. - Kudi's approach of combining coffee with convenience store products may attract customers who are already familiar with coffee consumption in convenience settings [23]. - However, Kudi's supply chain and operational efficiency are currently lacking compared to established competitors, which may hinder long-term success [11][23]. Group 3: Operational Challenges - Franchisees have reported inefficiencies in Kudi's support system, including delays in providing necessary materials for store setup, leading to some opting out of partnerships [12]. - There are issues with product availability and mismatches in inventory, which could negatively impact customer satisfaction and sales [13]. - The company is heavily reliant on promotional discounts and external subsidies to drive sales, raising concerns about the sustainability of its current growth model [18][19]. Group 4: Recent Performance and Future Outlook - Kudi Coffee has seen a significant increase in sales through online platforms, with over 40 million orders reported on JD.com and a tenfold increase in sales on Taobao within 24 hours [16][18]. - Despite recent growth, the company faces a critical challenge in maintaining momentum and profitability as external subsidies decrease [18][24]. - The ongoing competition in the coffee and convenience store sectors will require Kudi to adapt quickly to market demands and improve its operational capabilities to avoid potential setbacks [25].

Investment Focus - The report covers UAE companies with a market capitalization of approximately $50 billion, primarily benefiting from four core themes: the importance of UAE's energy system and resource growth, strong domestic consumption, increasing focus on technology and AI, and business decarbonization transformation [3][4][5] - The report provides a detailed analysis of various companies, including ADNOC Gas, ADNOC Drilling, and Borouge, all rated "Outperform" with significant growth potential [1][2][4][5] Company Analysis - **Borouge (BOROUGE UH)**: A leading global diversified petrochemical company, Borouge operates one of the largest integrated polyolefin production facilities globally. The company is expected to benefit from a merger with Nordic Chemicals and the acquisition of Nova Chemicals, forming Borouge International Group, which is projected to complete in Q1 2026 [11][15][25] - **ADNOC Distribution (ADNOCDIS UH)**: The largest fuel retailer in the UAE with a market share of approximately 65%. The company is expected to experience strong growth driven by the UAE's economic expansion [4][5] - **Fertiglobe (FERTIGLB UH)**: A leading nitrogen fertilizer producer in the MENA region, aiming for nearly 60% profit growth over the decade through operational efficiency, product expansion, and low-carbon ammonia development [5][6] Market Trends - The petrochemical industry is expected to recover, with improved profit margins anticipated from 2025 due to demand recovery in China and rationalization of high-cost capacities in Europe [12][17][25] - Borouge's products command a price premium over market benchmarks, attributed to its Borstar® technology, which enhances product differentiation and quality [12][34][41] - The report highlights that Borouge's EBITDA margin is projected to be around 40%, significantly higher than the industry average of 19%, indicating strong profitability potential [40][41] Financial Projections - Borouge's revenue is forecasted to reach $5.996 billion in 2025, with a net profit of $1.233 billion, reflecting a stable financial outlook [10][53] - The company is expected to maintain a dividend yield of approximately 6% in 2025, aligning with global industry averages [45][47] Strategic Initiatives - The merger with Nordic Chemicals and acquisition of Nova Chemicals is expected to create a significant synergy, with projected annual EBITDA of approximately $7 billion for the new entity [25][34] - Borouge's strategic focus on the Chinese market, which accounts for about 30% of its sales, is seen as a long-term growth opportunity, especially with plans for a new specialty polyolefin plant [48][49]