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低度化还不够,“情绪价值”才能决定2025“潮饮”方向?
Sou Hu Cai Jing· 2025-07-10 11:11
在各大名酒企业纷纷投入研发,甚或已经推出各种低度产品的形势下,白酒的低度化、潮流化似乎已经 成为大势所趋。那么,仅仅依靠低度化就能够赢得年轻人的好感吗? 实际上,低度化只是迎合了消费年轻化的其中一个要求,然而,这并非全部。 在一定程度上,年轻人对白酒的忠诚度不够高,除了度数高、口感爆烈之外,它身上附加的等级观念以 及社交价值,也与目前年轻一代的消费主张相背离;而在传统政务、商务宴饮的场景下,年轻消费者并 非主力,年轻人更为追求符合自身特质的场景,追求符合自身需求的产品。 那么,这种年轻化需求的核心是什么? 也就是说,满足个体需求的"情绪因子",正在取代老一代消费者的"社交因子"。这让他们摒弃了辣口的 高度酒,转向更为适口的低度化酒类商品。 相关调查表明,酒饮成为"精神快充"载体,如低度果酒、茶酒因口感清爽、包装新颖,在即时零售渠道 年增速达72%。 此外,在消费场景上,呈现出碎片化与即时化需求。相关电商平台统计显示,夜间独酌(占订单30%以 上)、露营野餐(年增56%)等场景崛起,推动"线上下单+30分钟送达"的即时零售模式爆发。2024 年,美团闪购白酒交易规模同比暴涨100%;618期间,20小时内成交额 ...
X @Bloomberg
Bloomberg· 2025-07-09 10:06
Nonalcoholic beer had a boom. Now big brewers need it to last https://t.co/LZZqxR47oy ...
Is Coca-Cola Stock a Long-Term Buy?
The Motley Fool· 2025-07-06 08:15
Core Viewpoint - Coca-Cola is considered an evergreen investment due to its consistent growth and long-term reliability, despite challenges in the beverage market [1][12] Group 1: Company Strengths - Coca-Cola has diversified its product portfolio beyond soda to include bottled water, tea, fruit juices, sports drinks, energy drinks, coffee, and alcoholic beverages, which helps mitigate declining soda consumption [3] - The company's capital-light business model, focusing on selling concentrates and syrups while bottling partners handle production, allows for consistent profits and insulation from inflation and regional macro challenges [4] - From 1984 to 2024, Coca-Cola achieved a revenue and split-adjusted EPS CAGR of 5% and 6%, respectively, maintaining stable growth through five global recessions and being a Dividend King with 63 consecutive years of dividend increases [5] - Analysts project Coca-Cola's revenue and EPS to grow at a CAGR of 5% and 11% from 2024 to 2027, driven by expansion in emerging markets, wellness-oriented brands, strategic acquisitions, and AI-driven efficiencies [6][7] Group 2: Company Weaknesses - Growth is slowing in developed markets like the U.S. and Europe, where competition from healthier and private label beverages is increasing, necessitating greater investment in emerging markets [8] - Ongoing trade wars and elevated tariffs, particularly on aluminum for cans, could lead to price increases from bottlers, potentially impacting shipments and margins during economic downturns [9] - Compared to PepsiCo, Coca-Cola's valuation at 24 times forward earnings appears less attractive, especially as PepsiCo offers a higher forward dividend yield of 4.3% [10] - Coca-Cola has underperformed the S&P 500 over the past 40 years, which has generated a total return of 3,460%, indicating that Coca-Cola may not be the best performer during bull markets [11]
Sanar con drogas, vivir sin drogas | Olga Valverde | TEDxCadizUniversity
TEDx Talks· 2025-07-02 16:19
Quería haceros una pregunta y es, ¿qué pensáis si os digo la palabra morfina. Quizás alguno de vosotros pueda pensar en un analgésico muy potente. Podéis levantar la mano si queréis.Otro, ¿no. Bueno, a lo mejor otros pensáis en una droga peligrosa o en las dos cosas a la vez. Puede que se os venga a la cabeza algunos de vosotros la canción morfina que va a sonar de Prince Royce y que la canta nuestro David Selva.Si hay un doctor que me de medicina. para que me baje un poquito el dolor porque tus labios fuer ...
Constellation Brands Stock Brushes Off Quarterly Miss
Schaeffers Investment Research· 2025-07-02 14:38
Core Viewpoint - Constellation Brands Inc (NYSE:STZ) shares are experiencing a 2.2% increase to $168.52, recovering from premarket losses despite missing fiscal first-quarter earnings and revenue expectations due to lower demand for alcoholic beverages and increased costs from aluminum tariffs [1] Group 1: Stock Performance - STZ is on track for its fourth consecutive daily gain, although it has recently faced monthly and quarterly losses, with a decline of 22.9% in 2025 and a five-year low of $159.35 marked on June 20 [2] - The stock has rebounded from its lows, but the 20-day moving average may limit today's gains [2] Group 2: Analyst Ratings - Analysts from Evercore ISI and Bernstein have reaffirmed their "outperform" ratings on STZ, indicating continued confidence in the stock despite recent challenges [1] Group 3: Options Activity - Options traders are exhibiting a notably bullish sentiment, as evidenced by a 50-day call/put volume ratio of 2.57, which is higher than 96% of readings from the past year [3] - Today's options activity shows 12,000 calls and 11,000 puts traded, which is five times the intraday average volume, with the most active contract being the weekly 7/3 175-strike call [4]
Top 2 Risk Off Stocks You May Want To Dump This Quarter
Benzinga· 2025-07-01 12:00
Group 1: Market Overview - As of July 1, 2025, two stocks in the consumer staples sector are signaling potential warnings for momentum-focused investors [1] - The Relative Strength Index (RSI) is a key momentum indicator, with values above 70 indicating that a stock may be overbought [2] Group 2: Company Performance - Caseys General Stores Inc reported better-than-expected fourth-quarter financial results, with same-store sales up 2.6% and fuel gross profit increasing by 10.7% year-over-year [6] - The stock of Caseys General Stores has seen a 16% increase over the past month, reaching a 52-week high of $514.32, with an RSI value of 70.4 [6] - Estee Lauder Companies Inc also experienced a stock gain of around 21% over the past month, with a 52-week high of $108.37 and an RSI value of 74.4 [6]
Alto Ingredients, Inc. Names Gilbert Nathan Chair, Dianne Nury Vice-Chair and Elects Two New Directors
Globenewswire· 2025-06-26 20:05
- Jeremy T. Bezdek is a seasoned expert in energy transition - - Alan R. Tank has played pivotal roles in advancing renewable energy, including decarbonization - PEKIN, Ill., June 26, 2025 (GLOBE NEWSWIRE) -- Alto Ingredients, Inc. (NASDAQ: ALTO), leading producer and distributor of specialty alcohols, renewable fuels, and essential ingredients, named Gilbert Nathan Chair and Dianne Nury Vice-Chair of the board of directors and announced that Alan R. Tank and Jeremy T. Bezdek were elected as directors at th ...
Princess Cruises Toasts Top Wine Honors with 16 Wine Spectator Awards of Excellence for 2025
Prnewswire· 2025-06-26 14:00
Dining Rooms Across All 16 Ships, Including 15 Main Dining Rooms and the Sanctuary Collection Restaurant on Sun Princess, Recognized for Outstanding Wine ListsFORT LAUDERDALE, Fla., June 26, 2025 /PRNewswire/ -- Princess Cruises is once again raising a glass to excellence, as all 16 ships in its fleet have earned the prestigious Wine Spectator Award of Excellence in the publication's 2025 Restaurant Awards. Now a two-time winner, 15 Princess main dining rooms were recognized, alongside the Sanctuary Collect ...
Reed's to Participate in OTC Markets Virtual Investor Conference on June 26
Globenewswire· 2025-06-18 20:05
NORWALK, Conn., June 18, 2025 (GLOBE NEWSWIRE) -- Reed’s, Inc. (OTCQX: REED) (“Reed’s” or the “Company”), owner of the nation’s leading portfolio of handcrafted, natural ginger beverages, today announced its participation in the upcoming OTC Markets Virtual Investor Conference on Thursday, June 26, 2025. Reed’s management team will hold virtual 1x1 meetings throughout the day and host a presentation at 2:00pm ET. This will be a live, interactive event where investors are invited to ask the Company questions ...
AMC Stock Popped During Memorial Day. Can It Maintain That Momentum?
The Motley Fool· 2025-06-11 08:05
Core Viewpoint - AMC Entertainment has experienced a record Memorial Day weekend, generating excitement for a strong summer movie season, despite its stock being down approximately 31% over the past year and nearly 90% over the past five years [1][2]. Company Performance - AMC remains the largest movie theater chain in the U.S. and Europe, with around 900 locations and over 10,000 screens globally [3]. - The company has focused on increasing revenue per moviegoer by enhancing premium formats like IMAX and Dolby Cinema, as well as expanding dine-in options and alcohol sales, which have contributed to a 51% increase in incremental profit per moviegoer compared to 2019 [5][10]. - Despite a sharp rebound in ticket sales in April and a strong May, AMC's recent quarterly revenue fell 9% year over year to $862.5 million, marking the weakest first-quarter domestic box office performance since 1996 [6][7]. Financial Position - AMC ended the quarter with over $4 billion in debt and only $378.7 million in cash, alongside free cash flow outflows of $417 million for the quarter [8]. - The company incurred $407 million in interest expenses in 2024, resulting in a negative operating cash flow of $50.8 million for the year [9]. - AMC has raised over $1 billion in equity in 2023 and 2024 to strengthen its finances, although this has diluted shareholders [9]. Industry Outlook - With Hollywood returning to normalcy post-strikes, the film release schedule is expected to improve, potentially driving more consistent attendance throughout the year [11]. - AMC is positioned to benefit from a moviegoing rebound if attendance returns, cash flow improves, and debt reduction progresses [12].