Core Viewpoint - Constellation Brands and Altria are both considered stable blue chip stocks, but Altria has outperformed Constellation significantly over the past three years, raising questions about future investment potential [1][2]. Constellation Brands - Constellation Brands generates most of its revenue from its beer business, with popular brands like Modelo and Corona, and a smaller portion from wine and spirits [4]. - The company faces three major challenges: declining beer consumption among younger consumers, decreasing sales of lower-end wines, and increased costs due to tariffs on imported Mexican beers [5][6]. - Analysts expect Constellation's revenue to decline from $10.2 billion in 2024 to $9.9 billion in 2027, while its earnings per share (EPS) is projected to grow at a compound annual growth rate (CAGR) of 7% [8]. - Despite a low valuation at 14 times forward earnings and a forward yield of 2.5%, the lack of near-term catalysts makes it an unappealing investment [9]. Altria - Altria primarily generates revenue from its Marlboro cigarettes and has a strong domestic focus, which protects it from tariffs and foreign-exchange issues [10][11]. - The company has been countering declining smoking rates by raising cigarette prices, cutting costs, and expanding its smokeless product portfolio through investments and acquisitions [12]. - Following a setback with its investment in Juul, Altria acquired Njoy for $2.8 billion in 2023, which is expected to boost EPS starting in 2026 [13]. - Analysts predict Altria's revenue will dip slightly from $20.4 billion in 2024 to $20.2 billion in 2027, but its EPS is expected to grow at a steady CAGR of 5% from 2025 to 2027 [14][15]. - Altria's stock is considered cheap at 12 times forward earnings, with a substantial forward yield of nearly 7%, making it a more stable investment compared to Constellation [15]. Investment Recommendation - Altria is viewed as the better investment option due to its more stable business model, larger dividend, and lower valuation multiple compared to Constellation Brands [16].

这次，最高薪酬纪录被刷新，从1亿美金直接飙升至超2亿美金！ 他便是——庞若鸣，前苹果AI/ML基础模型团队负责人。 来源丨 新智元（ID：AI_era） 编辑丨桃子 余家辉之外，硅谷一夜之间，又诞生了一位华人AI巨星。 公开资料显示，庞若鸣本科毕业于上交大，主攻计算机科学。随后，他在南加州大学、普林斯顿大学 完成了硕博学位。 值得一提的是，他高中曾就读于上海市重点中学——向明中学。 这个薪酬，是苹果给不起的。毕竟，CEO库克的年薪也才7460万美元。 这个华人学者究竟有着什么样的魅力，能够让小扎亲自下场挖人，并开出如此巨薪？ 上交大毕业，掌舵苹果大模型团队 毕业后，庞若鸣便加入了谷歌，担任了15年的首席软件工程师。 在谷歌期间，他曾参与了Bigtable索引结构化搜索与ZipIt项目，这项成果最终被谷歌内部1000+项目 采用。 随后，他又联手Abhishek Parmar、Zhifeng Chen于2012年联合创立了谷歌全球一致性授权系统 Zanzibar。 2014-2017年间，作为唯一负责人，庞若鸣带领团队将该系统可靠性提升至99.999%。 2017年之后，他又转战「大脑应用研究」，领导了Goog ...

智通财经APP讯，迅销(06288)公布截至 2 0 2 5 年 5 月 3 1 日止九个月业绩，收益为26167.08亿日圆，同 比增长10.6%;母公司拥有人应占溢利3390.99亿日圆，同比增长8.4%;每股基本盈利1105.36日圆。 在全球品牌事业分部方面，前三季度收益总额取得下降，为1,005亿日圆(同比减少3.1%);经营溢利总额 为28亿日圆(相较于上年度同期3亿日圆亏损)，业绩扭亏为盈。 第三季度单季期间，该事业分部旗下Theory业务取得收益及溢利下降。这主要是因日本业务于百货公司 的销售面临挑战，亚洲地区消费意愿亦低迷，而皆取得收益及溢利下降所致。PLST业务则取得收益及 经营溢利双双大幅增长。该品牌不但新商品备受青睐，加上感谢节所推出商品奏效，销售强劲。法国品 牌 Comptoir des Cotonniers 业务虽然因店舖总数减少而使收益取得下降，但因调整价格至更为实惠区间 的商品销售强劲，装修后重新开幕的店舖业绩亦表现佳，推动同店销售净额取得增长，亏损幅度缩窄。 在日本 UNIQLO(优衣库)事业分部方面，本财年前三季度收益总额为 8,014 亿日圆(同比增长 11.0%)，经 ...

内外套日报 研究中心能化团队 2025/07/10 最 新 品 种 进 口 利 润 / 内 外 价 差 日期 类别 品种 进口利润/内外价差 2025/07/09 农产品 Cotlook 1%关税进口利润 - 2025/07/09 农产品 M级美棉141%关税进口利润 -19150 2025/07/09 农产品 巴西大豆榨利：3月 -4 2025/07/09 农产品 美湾大豆榨利：7月 - 2025/07/09 农产品 美湾大豆榨利：11月 - 2025/07/09 农产品 豆油进口利润：5月 - 2025/07/09 农产品 豆油进口利润：9月 - 2025/07/09 农产品 豆油进口利润：1月 - 2025/07/09 农产品 棕榈油进口利润：1月 - 2025/07/09 农产品 棕榈油进口利润：5月 - 2025/07/09 农产品 棕榈油进口利润：9月 -398 2025/07/09 铁矿 铁矿内外价差 - 2025/07/09 能源 高硫内外价差 -10 2025/07/09 能源 低硫内外价差 17 2025/07/09 能源 SC-BRT价差 - 2025/07/09 能源 SC-WTI价差 ...

Zyn-fluence: Cannadips cofounder Case Mandel says nicotine pouches have paved the way for THC-infused pouches to become the next big trend in cannabis. https://t.co/5wHDHTIxBT https://t.co/5wHDHTIxBT ...

Zyn-fluence: Cannadips cofounder Case Mandel says nicotine pouches have paved the way for THC-infused pouches to become the next big trend in cannabis. https://t.co/ZTj6HclkuX https://t.co/ZTj6HclkuX ...

Group 1 - Kimberly-Clark will release its second quarter 2025 results on August 1, 2025, at approximately 6:30 a.m. EDT [1] - A live Q&A session with analysts will follow the earnings release, starting at 8:00 a.m. EDT [1] - The earnings release and supplemental materials will be accessible through Kimberly-Clark's Investor Relations website, along with a replay of the webcast [2] Group 2 - Kimberly-Clark operates in over 175 countries and territories, providing essential products under trusted brands [3] - The company's portfolio includes well-known brands such as Huggies, Kleenex, and Scott, which hold No. 1 or No. 2 market share positions in approximately 70 countries [3] - Kimberly-Clark has been recognized as one of the World's Most Ethical Companies® for seven consecutive years and was listed among Fortune's Most Innovative Companies in America in 2024 [3]

Key Takeaways CVX and Exxon to sign $34B MoU with Indonesia, expanding ties in energy, agriculture and trade. Chevron and Exxon's deal with Indonesia will bolster the U.S.'s engagement with Southeast Asian Countries. MoU includes U.S. agri-exports to Indonesia, enhancing food security and geopolitical cooperation.The U.S.-based Chevron Corporation (CVX) and Exxon Mobil Corporation (XOM) are set to sign a $34 billion memorandum of understanding (MoU) with Indonesia, which will deepen the economic and strat ...

Delota Announces Retail Partnership in Eastern CanadaJuly 07, 2025 5:00 PM EDT | Source: Delota Corp.Vaughan, Ontario--(Newsfile Corp. - July 7, 2025) - Delota Corp. (CSE: NIC) (FSE: S62) ("Delota" or the "Company"), a leading Canadian omni-channel retailer of nicotine vape and alternative tobacco products, is pleased to announce that its wholly-owned subsidiary, 2360149 Ontario Inc. d/b/a 180 Smoke ("180 Smoke"), has entered into agreements with 180 Global, a private Quebec-based business in ...

Core Insights - NRSInsights reported a 3.5% year-over-year increase in same-store sales for June 2025, following a 4.9% increase in May 2025 [5][11] - The NRS retail network includes approximately 36,600 active terminals across 31,700 independent retailers, primarily serving urban consumers [2][15] - The three-month rolling average of same-store sales increased by 4.6% compared to the same period last year, marking the highest growth in the past 12 months [11] Sales Performance - Same-store sales remained unchanged from May 2025, which had a 3.8% increase compared to April 2025 [6] - Units sold increased by 3.0% year-over-year, with a 0.7% increase compared to May 2025 [6] - Average prices for the top 500 items purchased rose by 2.7% year-over-year, a slight decrease from the 2.9% increase in May 2025 [6] Transaction Data - The number of baskets (transactions) per store was unchanged year-over-year, but increased by 0.6% compared to May 2025 [6] - NRS processed $2.1 billion in sales during June 2025, representing a 15% year-over-year increase across 140 million transactions [15] Market Trends - Categories such as modern oral nicotine, energy drinks, prepared cocktails, and chocolate showed significant growth, with chocolate alone increasing by 8% year-over-year [12] - Some traditionally seasonal categories, like sports drinks and frozen novelties, experienced growth compared to the previous month but declined compared to June 2024 [12] Comparative Analysis - Over the past twelve months, the U.S. Commerce Department's Advance Monthly Retail Trade data outpaced NRS's three-month moving average same-store sales by an average of 0.1% [9] - The NRSInsights data is based on approximately 220 million transactions processed through 22,600 stores for June 2025 comparisons [13]