曾由巴菲特和巴西私募股权公司3G资本联合缔造的食品巨头卡夫亨氏，正计划进行一次重大分拆，将增长更快的酱料业务与传 统的包装食品业务剥离。 7月11日据媒体报道，卡夫亨氏公司计划将包括卡夫产品在内的大部分食品杂货业务分拆为独立实体，估值可达200亿美元。分 拆计划可能在未来几周内敲定，但公司董事会尚未做出最终决定。 据报道，分拆后的剩余公司将专注于增长更快的调味品业务，包括亨氏番茄酱和Grey Poupon芥末等增长更快的酱料和调味品业 务。这些品类更符合当前消费者偏好，相比加工肉类和奶酪产品表现更佳。 这一重大转变标志着2015年合并交易的戏剧性逆转。当年被视为美国包装食品行业救星的这笔交易，最终演变成一笔历史性的 失败投资。曾经是美国家庭必备的产品，逐渐在追求更新鲜、加工程度更低食品的消费者面前失去了吸引力。股价自合并以来 下跌超过60%。 因此如今该公司希望通过分拆提升整体估值，使两个独立实体的总价值超过卡夫亨氏目前约310亿美元的市值。消息传出后，卡 夫亨氏股价周五收涨超2%，扭转日内跌势。 "联姻"的失败：从万众期待到巨额减记 2015年，巴菲特的伯克希尔·哈撒韦公司与3G资本联手促成了卡夫与亨氏的合 ...

Group 1 - Kraft Heinz is considering a significant divestiture, potentially completing it within weeks [1] - The company is looking to spin off most of its grocery business [1] - The valuation of the new Kraft entity post-split could reach up to $20 billion [1] Group 2 - The restructured Heinz company may include brands such as ketchup [1]

Group 1: Economic Conflict and Policy Divergence - The conflict between President Trump and Fed Chair Powell has become a global focus, highlighting structural economic contradictions in the U.S. [1] - Trump's threats to fire Powell stem from disagreements over monetary policy, particularly regarding interest rate cuts amid inflation concerns [1][8] - The outcome of this conflict could significantly impact the future of the U.S. dollar's dominance [1] Group 2: Inflation and Monetary Policy - The Biden administration's fiscal stimulus exceeding $7 trillion and the Fed's zero interest rates have led to a surge in the money supply (M2) from $15 trillion to $23 trillion, resulting in a 9.1% inflation rate in 2023, the highest in 40 years [3] - Despite aggressive rate hikes to 5.25%-5.5%, inflation expectations remain entrenched, with one-year inflation expectations at 6.7% as of April 2025 [5][3] Group 3: Historical Context and Fed Independence - Powell's reluctance to cut rates is influenced by historical lessons from the 1970s, where political pressures led to unchecked inflation, resulting in a 13.3% inflation rate and over 10% unemployment [5][7] - The independence of the Fed is crucial for controlling inflation, and Powell has indicated he would legally defend this principle against political threats [8][7] Group 4: Tariff Policies and Economic Impact - Trump's tariff policies have raised average import tax rates from 2.6% to 19.3%, significantly increasing consumer prices, with average household expenses rising by $2,300 annually [10][12] - The tariffs have led to a decline in U.S. manufacturing, with companies like GM and Tesla facing layoffs and project halts due to increased costs [12][10] Group 5: Debt and Economic Structure - U.S. government debt is projected to exceed $40 trillion by 2025, with annual interest payments reaching $1.6 trillion, creating a "Ponzi scheme" scenario [17] - The manufacturing sector's contribution to GDP has decreased to 10.8%, while low-end service jobs dominate, indicating a disconnect between Wall Street and Main Street [19][17] Group 6: Global Implications and Dollar Dominance - Trump's policies have accelerated the decline of dollar hegemony, with global central banks selling $215 billion in U.S. debt in Q1 2025 and increasing the share of the yuan in international reserves to 6.8% [19] - The potential collapse of dollar credibility could lead to a spike in government bond yields, triggering a global financial crisis [19][21] Group 7: Conclusion on Economic Future - The ongoing struggle between Trump and Powell reflects the impending collapse of the U.S. economic model, with both monetary policy and fiscal strategies failing to address underlying issues [21] - Regardless of the outcome, the fractures in the dollar system are evident, with potential severe consequences for the U.S. economy [21]

走进位于新疆昌吉市大西渠镇闽昌工业园的新疆笑厨食品有限公司，展厅内，醋、调味料、番茄酱等众 多产品琳琅满目；车间里，工人们在生产线上有条不紊地忙碌着；厂区外，一箱箱产品等待装车运输。 今年1月至5月，笑厨公司销售额同比增长28%。这家曾经以制造、销售调味料为主的企业，通过不断优 化产业结构、推动产品创新，如今成长为以番茄制品为主营产品，涵盖酱油、食醋、复合调味料等8大 品类的国家级高新技术企业。2024年，笑厨公司番茄制品销售额达2亿元。 做强特色 日前，位于昌吉国家农业科技园区现代农业精深加工示范区内，笑厨公司新增的番茄调味酱生产线和饮 料生产线进入生产阶段。"目前，番茄调味酱日产约260吨，番茄饮料日产约180吨。"笑厨公司常务副总 经理刘伟介绍。 刘江花种植有机番茄已有7年，今年是她和笑厨公司签订订单合作的第3年。"自从与企业合作，从种子 把关、育苗指导到田间管理都有专人指导，不仅种得安心，而且收益有保障。"刘江花说，每年番茄成 熟的时候，笑厨公司的车就会将番茄从田间地头运送到工厂，制成酸甜可口的产品。 "通过订单农业的方式，公司与农户紧密合作，确保原料的稳定供应和质量把控。"俞春山说，今年，公 司签订 ...

来源 丨国家税务总局西安市税务局 编辑 丨鲸鱼、小羊 欢迎扫描下方二维码关注： Q 番茄=番茄酱？？？ 你等等，让我问一下我们 公司财务,不合规的发票拿 回去用不得的! 万万不可× 这样开票是不行的!番茄属于蔬菜, 免征增值税的；但番茄酱属于经 是在地上表 过加工的蔬菜制品。相关文件明确 "蔬菜罐头" 不属于免增值税的项 目,必须分开核算销售额并分开开票。 学到了学到了,以后 -定分类开具! 122 t lanks 业务审核 丨国家税务总局陕西省税务局货物和劳务税处 校审丨一休、华正菊 审核丨王博 来源陕西税务 欢迎扫描下方二维码关注： 温馨提醒：蓝色柳林财税室为非官方平台，是由编者以学习笔记形式建立的平台，所有笔记写作记录的文章及转发的法律法规仅供读者学习 参考之用，并非实际办税费的标准，欢迎交流学习，共同分享学习经验成果。文章版权归原作者所有，如有不妥，请联系删除。 ...

Core Idea - Heinz executed a remarkable marketing strategy by creating a cultural association with the colors of its products, without an official collaboration with Marvel, effectively "hijacking" the cultural narrative surrounding the film "Deadpool and Wolverine" [1][2]. Group 1: Creative Core - The campaign is characterized as a "cultural hijacking" rather than a traditional partnership, leveraging the color scheme of Deadpool and Wolverine to evoke Heinz's ketchup and mustard [1][2]. Group 2: Strategic Highlights - The marketing strategy involved a comprehensive approach that spanned multiple platforms and media, creating a closed-loop from attention to purchase [3]. - Key tactics included social media engagement, outdoor advertising, cinema experiences, and streaming service promotions [5]. Group 3: Effectiveness Assessment - The campaign generated significant media exposure, with earned media impressions reaching 1.58 billion and an ad interaction rate of 789% of the industry benchmark [5]. - Sales figures showed a 2.9% increase in ketchup sales and an 8.5% increase in mustard sales, with mustard's market share rising by 12% [5]. Group 4: Industry Insights - The campaign exemplifies a new paradigm in brand leveraging, emphasizing the importance of deep integration into cultural narratives rather than superficial collaborations [6][8]. - Successful brand communication transcends mere product sales, aiming to embed the brand into cultural conversations and consumer experiences [8].

一个"歇业公告"，变成一堂"调味启蒙课" 春节将至，中国街头的烟火气逐渐升腾。对很多低线城市的居民来说，节日不仅是团圆，更是味觉记忆 的归宿——那家街角小馆的红烧狮子头、那碗常年爆满的糖醋里脊，才是他们舌尖上的年味。而在这样 最接地气的时刻，亨氏悄然出现了——不是在电视、不是在APP首页，而是在一扇扇落下的卷帘门上。 （原标题：当广告回到街头：亨氏"调味卷帘门"拿下戛纳媒介铜狮） 在低成本投入下，这场"调味卷帘门"行动迅速在社交平台走红。用户拍下熟悉的餐馆门面、评论招牌菜 的味道、分享复刻后的做菜视频，一时间，"番茄酱做中国菜"的话题热度节节攀升。 数据显示： 而这一切的背后，只是几十个卷帘门、几句温暖的文案和一份真诚的菜谱。 把最熟悉的场景，变成最走心的媒介 这一次，亨氏没有选择投放在高楼林立的LED屏，也没有追逐直播带货的流量红利，而是进入了八亿低 线城市人群的生活半径：那些他们天天吃饭的小馆子，那些他们最信任的大厨，那些他们春节探店却扑 空的瞬间。 这些卷帘门不只是广告，更像是一次亲切的邀请。亨氏不仅展示了"番茄酱也能做中国菜"，还在卷帘门 上贴上了真实菜谱和番茄酱试吃小包装，让人们顺手带回家，立刻尝试 ...

Summary of Key Points Core Viewpoint The article discusses the food safety supervision and sampling conducted by the Heyuan Market Supervision Administration in preparation for the college entrance examination, highlighting that all sampled food products passed inspection. Group 1: Overall Inspection Results - A total of 98 batches of food were sampled, covering 9 major food categories including grain products, condiments, starch and starch products, convenience foods, vegetable products, fruit products, dairy products, beverages, and edible oils [2]. - The breakdown of the sampled batches includes: 39 grain products, 16 condiments, 2 starch products, 2 convenience foods, 5 vegetable products, 1 fruit product, 8 dairy products, 16 beverages, and 9 edible oils [2]. Group 2: Consumer Safety Tips - The Heyuan Market Supervision Administration advises consumers to purchase food from reliable sources and to keep shopping receipts. Consumers should check packaging labels for production dates, shelf life, producer information, and ingredient lists to ensure they are complete and clear [2]. - Consumers are encouraged to actively participate in food safety supervision and to pay attention to food safety inspection information [2].

（原标题：民营企业进边疆，北纬40度的巴彦淖尔有什么商机？） 到巴彦淖尔做客，定会先尝到黄柿子。黄柿子是当地的特色品种，因颜色金黄而得名，得益于巴彦淖尔 昼夜温差大、日照时间长的天然优势，黄柿子比寻常柿子多了几分酸甜。 在蒙古语中，巴彦淖尔意为"富饶的湖泊"，它坐落在中国的正北方、内蒙古自治区的西部、黄河"几字 湾"的顶端。除了黄柿子，这里还是有机原奶、葵花籽、脱水菜的生产基地，也是番茄制品的加工基 地。 你知道吗？全国每10颗瓜子中，有4颗来自巴彦淖尔；每出口10桶番茄酱，就有6桶来自巴彦淖尔。此 外，巴彦淖尔还是中国地级市中四季均衡出栏量最大的肉羊养殖加工基地。 然而，"酒香也怕巷子深"，巴彦淖尔市副市长张如红感慨道，在内蒙古这片农畜产业雄厚的土地上，人 们听过苏尼特的肉羊、阿尔巴斯的肉羊，但是作为肉羊饲养量和出栏量最大的巴彦淖尔，却没有闯出相 应的知名度？ 5月29日至30日，巴彦淖尔迎来了"民营企业进边疆·内蒙古行"活动。该活动由国家民委、全国工商联于 2023年联合发起，活动旨在鼓励知名的民营企业到边疆投资兴业，两大部委通过搭建平台引导民营企业 发挥资金、技术、管理优势，助力边疆地区发展。 河套粮仓 ...

AptarGroup (ATR) FY Conference June 03, 2025 09:40 AM ET Speaker0 As well as CFO Vanessa Canoe. I want to mention a couple of things before the presentation. First, the breakout session is in Richardson up on the Second Floor if you want follow us there. And then second, I have to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at williamblair.com. So again, we're very pleased to once again have Abdar here with us today. And with that, ...