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保乐力加中国支持清华全球可持续发展目标公共政策案例分析大赛
Zhong Guo Shi Pin Wang· 2025-08-18 05:34
Group 1 - The Tsinghua University Global Sustainable Development Goals Public Policy Case Analysis Competition successfully held its finals in Beijing, sponsored by Pernod Ricard China and other organizations [1][6] - The competition attracted 90 teams from 75 universities across seven countries, with nearly 300 students participating, marking a record high [6] - The winning teams included "SHEmpowerment" (first prize), "Betelgeuse" and "Chaski Verde" (second prize), and "All 2gether," "HMSDGs," and "ZeroX" (third prize), with other teams receiving excellence awards [1][6] Group 2 - The competition aimed to encourage students to analyze sustainable development cases from a public policy perspective, focusing on the 17 UN Sustainable Development Goals (SDGs) [6] - Participants presented their cases on global cooperation, economic growth, gender equality, public health, and environmental protection, highlighting the urgent challenges in global sustainable development [6][10] - Professor Zhu Xufeng emphasized the increasing participation of youth in sustainable development, noting the significance of this trend for future change [7][10] Group 3 - Pernod Ricard China has been actively supporting sustainable development initiatives, including establishing scholarships and sponsoring global innovation competitions for climate solutions [13][14] - The company focuses on responsible corporate citizenship, promoting sustainable practices such as increasing glass recycling rates and energy conservation in its operations [13][14] - Pernod Ricard aims to continue collaborating with young talents to advance sustainable development efforts [13] Group 4 - Tsinghua University's School of Public Administration has developed a comprehensive talent training system, offering various master's and doctoral programs related to public management and sustainable development [15] - The Tsinghua University Global Sustainable Development Research Institute conducts interdisciplinary research on the UN SDGs and aims to become a leading think tank in this field [16]
长江消费海外复盘系列之保乐力加:高水平投资和管理铸就全球烈酒龙头
Changjiang Securities· 2025-03-25 08:50
Investment Rating - The report maintains a "Positive" investment rating for the industry [12] Core Insights - Pernod Ricard is a global leader in Western spirits, with a revenue scale second only to Diageo, achieving a fiscal year 2024 revenue of €11.6 billion (approximately ¥88.9 billion) and a CAGR of 4.1% from 2000 to 2024 [7][19] - The company has a diversified brand matrix with 240 brands, including 17 in the top 100 globally, and holds a market share of 8% worldwide, with significant presence in over 160 countries [7][19] - The growth strategy focuses on acquisitions followed by internal cultivation, with a long-term price increase and emphasis on leading brands [7][19] Summary by Sections Company Overview - Pernod Ricard has evolved from a small French aniseed liquor company to the second-largest global spirits company through strategic acquisitions and a decentralized management system [4][9] Historical Development - The company's history can be divided into three phases: pre-2000 focusing on establishing a foundation in France and Europe, 2001-2008 marked by significant acquisitions like Schenley, Allied Domecq, and V&S, and post-2008 focusing on optimizing operations and enhancing high-end brand offerings [8][51] Brand Matrix and Market Position - The brand matrix is comprehensive, covering all major spirit categories, with a strong presence in whisky and vodka, which are the primary revenue sources [24][30] - The company’s market share in whisky is 16.9%, ranking second globally, while vodka and gin also hold significant market shares [30][41] Geographic Distribution - The company has a balanced revenue distribution across regions, with the Americas, Asia, and Europe contributing 28.8%, 42.9%, and 28.3% respectively in fiscal year 2024 [35][38] - The largest markets by revenue are the USA (18.1%), India (12.1%), and France (9.2%) [35][38] Growth Drivers - The growth is primarily driven by internal operations after establishing a solid brand foundation through acquisitions, with a focus on core products and markets [45] - Price increases have been a significant driver of long-term revenue growth, with a CAGR of 4.45% in average price from FY2007 to FY2024 [45]