What began as an April Fools’ joke has become a real product for Arizona Beverages, thanks to a 9-year-old TikTok star known as “The Rizzler.” 🔗 https://t.co/jFmlsmJWU7 https://t.co/vhdRgGKdwC ...

Core Insights - The company achieved an 11% growth in EBIT for H1 2025, driven by solid topline growth and margin expansion, despite challenges in the Finnish market due to colder weather [1][2][5] Financial Performance - Volume increased to 8.8 million hectoliters in H1 2025, reflecting a 4% organic growth, with strong contributions from Western Europe and International segments [7][8] - Net revenue reached DKK 7,644 million, up 3% organically from H1 2024, with new activities in Belgium and Luxembourg contributing approximately 2.5% to this growth [8][11] - EBITDA grew by 9% to DKK 1,308 million, with an EBITDA margin of 17.1% [1][6] - EBIT increased by 11% to DKK 959 million, with an EBIT margin of 12.5%, reflecting improved operational efficiency [9][11] - Earnings per share (EPS) grew by 18%, reaching DKK 13.2 [6][11] Market Dynamics - The company gained market share across most categories and geographies, indicating strong commercial execution [6][7] - The performance in Italy, France, and the International segment was particularly strong, offsetting the volume decline in Northern Europe [6][7] Strategic Initiatives - The company is focusing on developing key brands while gradually reducing private label and lower-margin businesses [2][6] - A new share buy-back program of DKK 300 million has been launched, expected to conclude by December 19, 2025 [14] Updated Financial Outlook - The full-year financial outlook has been narrowed, with net revenue growth now expected in the range of 5-6% and EBIT growth in the range of 8-12% for 2025 [15][16]

李子园公告，2025年上半年营业收入6.21亿元，同比下降8.53%。净利润9612.24万元，同比增长 1.05%。公司拟向全体股东（公司回购专用证券账户除外）每10股派发现金红利2.4元（含税）。 ...

Everyone knows Coca-Cola, but everyone isn't buying Coca-Cola's stock. That's why you might want to buy it if you are worried about a market downturn.Bear markets are a normal part of investing and there's nothing you can really do about it. They help to clean out investment excesses that build up during bull markets. The best you can do if you are worried about a bear market is prepare, because one will eventually arrive. Which is why you might want to buy Coca-Cola (KO -0.81%) like there's no tomorrow.Wha ...

● 本报记者 董添 近期，上市公司2025年半年报进入密集披露期。Wind数据显示，截至8月22日19时，A股共有1526家上 市公司对外披露2025年半年报，921家上市公司实现净利润同比增长，占比约为60.35%。电子、交通运 输、农林牧渔、汽车、机械设备、有色金属、家用电器、社会服务等行业上市公司业绩表现亮眼。 此外，Wind数据显示，截至8月22日19时，A股共有265家上市公司对外发布2025年中期分红方案。 逾1500份半年报亮相 上述披露2025年半年报的1526家上市公司中，净利润同比增幅超过10%的有761家，超过30%的有501 家，超过50%的有359家，超过100%的有210家，超过300%的有66家。数码视讯、先达股份、智明达、 容知日新、仕佳光子、索通发展等公司2025年上半年归属于上市公司股东的净利润增幅居前。 财报显示，数码视讯2025年上半年共实现营业收入约2.65亿元，同比增长24.7%；实现归属于上市公司 股东的净利润约1670万元，同比增长2747.64%。公司专注于视频、安全、人工智能及通信服务等前沿 技术的创新研发。报告期内，公司持续进行产品和服务的创新与迭代，以满 ...

Core Insights - Starbucks Corporation is focusing on its fastest-growing international market, particularly China, to counteract weaker results in the U.S. market [1][4] U.S. Market Performance - In Q3 2025, U.S. comparable store sales decreased by 2% year over year, with transactions down nearly 4% [2][9] - The decline in U.S. sales was attributed to the comparison with the previous year's heavy discounting and promotional activities, rather than a sudden drop in customer engagement [2][4] China Market Performance - In contrast, China experienced a 2% growth in comparable store sales, driven by a 6% increase in transactions [3][9] - Growth in China is supported by beverage innovation, effective pricing strategies, and a rise in delivery sales, which align with changing consumer purchasing behaviors [3][4] Strategic Focus - Starbucks' ability to innovate products, leverage pricing power, and enhance delivery services in China is seen as a significant counterbalance to the challenges faced in the U.S. market [4] - The company's ongoing investments in localized offerings and operational improvements are enhancing brand relevance and attracting more customers in China [3][4] Valuation and Market Comparison - Starbucks is currently trading at a forward price-to-sales ratio of 2.66, which is below the industry average of 3.83 [11] - In comparison, Dutch Bros and Chipotle are trading at higher forward P/S ratios of 6.4 and 4.38, respectively [11] Earnings Estimates - The Zacks Consensus Estimate for Starbucks' fiscal 2025 EPS indicates a decline of 30.5% year over year, while the estimate for 2026 suggests an 18.2% increase [12]

Core Viewpoint - Costco's stock is currently overvalued despite its strong business performance, making Coca-Cola and PepsiCo more attractive investment options for income and value-focused investors [4][14]. Group 1: Costco - Costco operates on a membership model, providing a reliable revenue stream with a high member renewal rate of approximately 90% [2]. - The company is experiencing growth through new store openings and increased customer spending, but its stock valuation is high with P/S, P/E, and P/B ratios above five-year averages [4]. - The dividend yield for Costco is low at around 0.6%, which is disappointing for income-focused investors [5][4]. Group 2: Coca-Cola - Coca-Cola has shown strong performance with a 5% growth in organic revenues in the second quarter, appealing to consumers despite inflation concerns [6][7]. - The stock is reasonably priced with P/S, P/E, and P/B ratios at or slightly below five-year averages, and a dividend yield of 3% [8]. - Coca-Cola is considered a better value than Costco due to its strong business performance and reasonable stock valuation [8][14]. Group 3: PepsiCo - PepsiCo's stock is undervalued with P/S, P/E, and P/B ratios significantly below five-year averages, and a dividend yield of approximately 4% [10]. - The company reported a lower organic sales growth of 2.1% in the second quarter compared to Coca-Cola, indicating underperformance [11]. - PepsiCo is a diversified business with a history of dividend growth, and recent acquisitions may help it regain momentum [12][13].

Keurig Dr Pepper logged higher second-quarter sales as it sold more beverages at higher prices and made sequential progress with its U.S. coffee business https://t.co/Man8YIkJkK ...

Core Viewpoint - Analysts expect Mondelez (MDLZ) to report quarterly earnings of $0.68 per share, reflecting a year-over-year decline of 20.9%, with revenues projected at $8.88 billion, an increase of 6.4% from the previous year [1] Earnings Projections - There has been a downward revision of 0.2% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts [1][2] Revenue Estimates by Geography - North America revenue is estimated at $2.59 billion, a decrease of 2.3% year-over-year [4] - Europe revenue is projected at $3.38 billion, an increase of 17.6% year-over-year [4] - AMEA revenue is expected to reach $1.71 billion, reflecting a year-over-year increase of 7.6% [4] - Latin America revenue is forecasted at $1.19 billion, indicating a decline of 3.5% year-over-year [5] Operating Income Estimates - Non-GAAP Operating Income for AMEA is estimated at $238.28 million, down from $292.00 million year-over-year [5] - Non-GAAP Operating Income for Europe is projected at $447.35 million, compared to $558.00 million from the previous year [5] - Non-GAAP Operating Income for North America is expected to be $491.50 million, down from $579.00 million year-over-year [6] - Non-GAAP Operating Income for Latin America is forecasted at $129.84 million, a decrease from $164.00 million year-over-year [6] Stock Performance - Mondelez shares have returned +4.3% over the past month, compared to a +5.7% change in the Zacks S&P 500 composite [6]

Core Insights - PepsiCo reported better than expected Q2 earnings, resulting in a share price increase of over 6% [1] Financial Performance - The earnings report indicates that the company still has work to do despite the positive results [1] Investor Sentiment - The increase in share price may lead to heightened investor excitement, but caution is advised as challenges remain for the beverage giant [1]