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农夫山泉做好即饮咖啡,还需要一个「Manner」
36氪· 2025-07-24 10:36
以下文章来源于Gooods 好味司 ,作者海枫 Gooods 好味司 . 专业、独特、有趣的食品饮料产品媒体,连接好产品与美好生活。 不论是农夫山泉,还是Manner, 可能是彼此合作即饮咖啡最好的选择。 文 | 海枫 编辑 | 徐子 来源| Gooods 好味司(ID: Gooods_haoweisi ) 封面来源 | 企业官方 东方树叶在无糖茶中一骑绝尘,然而农夫山泉的即饮咖啡业务,却一直未见起色。 面向市场6年,农夫山泉为炭仌咖啡几乎使出了浑身解数,能想的办法都想得差不多了,炭仌可能依然很难在即饮咖啡市场取得能与农夫山泉公司匹配的市 场地位。 对于农夫山泉来说,想要在即饮咖啡市场取得更好的成绩,可能要思考其他路径。 这里,我们为农夫山泉提供了 另外一种做即饮咖啡的思路:选择一家"连锁咖啡品牌"进行合作,而我们的建议是Manner。 当然,站在Manner的视角,与农夫山泉合作即饮咖啡业务,也会是一项大有收益的战略决策。 炭仌咖啡: 实力没有追上野心 如果说碳酸饮料、高端饮用水是农夫山泉长久以来产品多元化与高端化的"意难平",那么"炭仌"咖啡就是"恨铁不成钢"。 2019年,农夫山泉进入即饮咖啡市场,推出 ...
可口可乐2025Q2净利润增长58%,中国市场销量增长加快冰柜投放
Jin Rong Jie· 2025-07-23 10:04
其中,无糖可口可乐二季度得益于所有地理运营板块的增长,实现了14%的增长。但可口可乐整体箱量 销售下降1%,其中含气软饮下降1%,果汁、增值乳制品及植物基饮料下降4%。饮用水、运动饮料、咖 啡及茶类产品持平。 其中,咖啡增长1%,主要得益于亚太地区的增长。茶类产品持平,欧洲、中东及非洲地区的增长主要 被北美的下降所抵消。 对于咖啡业务,詹鲲杰表示,乔雅咖啡是可口可乐的一次尝试,Costa是可口可乐在咖啡领域的第四次 尝试。咖啡在整个饮料行业中是一个规模大、分散且不断增长的品类。 得益于市场定价举措及有利的产品组合,可口可乐价格/产品组合增长6%。与去年相比,2025年第二季 度受高通胀影响的市场对其的推动作用有所减弱。 价格的提高,可口可乐营业利润增长63%,这得益于所有地理运营区域的有机收入(非公认会计原则) 增长、营销投入的时机以及有效的成本管理。 对于中国市场,可口可乐方面称,在中国市场凭借可口可乐品牌产品的强劲表现以及餐饮渠道的增长, 实现了销量提升。目前,可口可乐正着力制定更精细化的渠道策略和针对特定客户的执行方案,以此推 动更具针对性的促销活动,并加快冰柜投放进度。 7月22日,可口可乐公司发布的 ...
可口可乐公司披露第二季度财报:净利润同比增长58% CEO这样回应美国蔗糖版产品和咖啡业务
Mei Ri Jing Ji Xin Wen· 2025-07-23 04:13
每经记者|范芊芊 每经编辑|张海妮 当地时间7月22日,可口可乐发布了2025财年第二季度财报。在本财季,可口可乐的营收为125.35亿美 元,同比增长1%,净利润为38.03亿美元,同比增长58%。 净利润的大幅增长或源于提价和产品组合的调整。根据财报,2025财年第二季度,可口可乐全球销量同 比下滑1%,但价格/产品组合同比增长6%。其中,中国市场销量则实现了增长。在财报会上,可口可乐 公司董事会主席兼首席执行官詹鲲杰表示,中国市场、旗舰品牌可口可乐和餐饮渠道的强劲表现推动了 整体销量增长。 在财报会上,另一备受关注的话题是可口可乐的蔗糖饮品。"今年秋季在美国市场,我们将推出一款使 用美国蔗糖制成的产品,以扩大旗舰品牌可口可乐的范围,满足消费者对差异化口味的需求。"在财报 会上,詹鲲杰这样表态。他还表示:"实际上,从柠檬水到茶饮、部分咖啡饮品以及维生素水系列,我 们美国产品线中的多个品牌都在使用蔗糖。我们正在全面探索各类可用的甜味剂方案,根据消费者的偏 好进行灵活调配。" 在财报会上,詹鲲杰还提到了咖啡这一品类。在他看来,在整个饮料行业中,咖啡是一个规模庞大、市 场分散且持续增长的品类。他也坦言,从投资策 ...
可口可乐(KO.US)FY25Q2电话会:下半年有信心实现销量正增长
智通财经网· 2025-07-22 23:31
智通财经APP获悉,近日,可口可乐(KO.US)召开FY25二季度财报电话会。二季度,该公司整体出货量 同比下降 1%。有机收入增长 5%,利润率增长强劲。尽管面临汇率和税收方面的不利因素,可比每股 收益仍增长了 4%。自由现金流(不含 Fairlife 或有对价付款)为 39 亿美元,同比增长约 6 亿美元。增长 主要来自于:基本业务表现强劲、税负减少,但部分被去年同期营运资本效益的基数影响所抵消。2025 年业绩指引方面,预期有机营收增长 5% 至 6%,保持不变。 亚太地区,公司二季度整体出货量下降,但仍实现营收增长以及可比口径(不含汇率影响)的营业收入增 长。泰国、印尼和越南的出货量下降,抵消了澳大利亚和菲律宾的增长,整体出货量出现下滑。通过扩 大可续装产品(refillable offerings)的规模、增加门店覆盖率,以及加快冷饮设备铺设等方式积极应对。 在中国,尽管消费者环境依然谨慎,但仍实现了出货量增长,得益于可口可乐商标产品(Trademark Coca-Cola)在餐饮渠道的良好表现。印度,年初表现强劲,但进入关键的夏季销售季后,出货量出现下 滑,主要受到提前到来的季风以及地缘政治冲突的 ...
CoStar Group(CSGP) - 2025 Q2 - Earnings Call Transcript
2025-07-22 22:00
CoStar Group (CSGP) Q2 2025 Earnings Call July 22, 2025 05:00 PM ET Speaker0Thank you for standing by and welcome to the CoStar Group's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. Today, we'd like to ask that you please limit yourself to one question and no multi part questions. As a reminder, today's program is being recorded.And now I'd like to introduce yo ...
Carnival Corporation & plc Announces New $4.5 Billion Revolving Credit Facility to Upsize and Extend the Company's Revolver Capacity
Prnewswire· 2025-06-13 20:05
MIAMI, June 13, 2025 /PRNewswire/ -- Carnival Corporation & plc (NYSE/LSE: CCL; NYSE: CUK) (the "Company") today announced that it has successfully arranged a new $4.5 billion multi-currency revolving credit facility (the "New Revolver").  The New Revolver matures in June 2030 and will replace the existing multi-currency revolving credit facility of Carnival Holdings (Bermuda) II Limited, a subsidiary of Carnival Corporation. The New Revolver also contains an accordion feature, allowing for up to $1.0 billi ...
茶咖日报|星巴克中国业务或引新股东?CEO称正在探索但"不急于推进"
Guan Cha Zhe Wang· 2025-06-11 11:24
Group 1: Starbucks Developments - Starbucks CEO Brian Niccol announced the exploration of selling a partial stake in its China business to attract external investors and revive growth, with significant interest from various investors [1] - The company plans to increase its store count in China from 8,000 to 20,000, indicating strong potential for growth in the coffee market [1] - Starbucks China has reduced the average price of various iced and tea drinks by 5 yuan to enhance competitiveness in the rapidly growing non-coffee beverage market [1] Group 2: Technological Innovations - Starbucks introduced its first generative AI-driven assistant, Green Dot Assist, designed to help baristas resolve issues in real-time, enhancing operational efficiency [2] - The AI tool is currently being tested in 35 stores, with plans for further rollout [2] Group 3: Industry Challenges and Responses - Honey Snow Ice City was reported for exceeding bacterial limits in frozen dessert samples, highlighting food safety concerns [3] - The Hong Kong Food and Environmental Hygiene Department has taken action against the store involved, emphasizing the importance of food safety compliance [3] Group 4: Franchise and Market Strategy - Honey Snow Ice City announced a new policy to optimize the layout for new franchise stores, restricting existing franchisees from opening in blank towns [4][5] - New franchise applicants are encouraged to consider multi-scenario store locations, such as tourist spots and transportation hubs [5] Group 5: Product Innovations - Kenyue Coffee has introduced a range of popular bubble coffee products, indicating a trend towards innovative beverage offerings [6] - Heytea launched a new bottled tea product, targeting health-conscious consumers with a blend of kale and cucumber [7] Group 6: Promotions and Customer Engagement - Costa Coffee is offering student discounts on select beverages during a promotional period, aiming to attract a younger demographic [8] Group 7: Corporate Governance Issues - Tianye Innovation, a supplier for new tea beverage ingredients, is facing investigation due to internal control issues and financial discrepancies, posing risks to its market standing [9] Group 8: Financial Support and Stability - Jiahe Foods announced a guarantee of 20 million yuan for its wholly-owned subsidiary, Jinmao Coffee, to support its business development, reflecting a commitment to stable growth [10]
Carnival's Marketing Engine Goes Full Throttle: Can it Boost Demand?
ZACKS· 2025-06-10 13:31
Core Insights - Carnival Corporation & plc (CCL) is shifting towards high-impact marketing strategies to enhance bookings due to limited capacity growth, with no new ship deliveries in 2026 and only three scheduled over the next four years [1][8] Marketing Strategies - In Q1 fiscal 2025, Carnival executed extensive marketing campaigns during Wave season, leveraging cultural events like the Oscars and Super Bowl, featuring brand ambassadors and generating over 5 billion media impressions [2] - Costa Cruises and AIDA Cruises also engaged in promotional activities, with Costa enhancing its visibility through a live performance during the Sanremo Music Festival and AIDA revamping onboard experiences [2] Financial Performance - Carnival reported historically high pricing across all core programs, with over 80% of 2025 capacity booked by the end of Q1 fiscal 2025, and record booking volumes for 2026 [3][8] - The strong marketing execution contributed to a 7.3% year-over-year increase in net yields during the fiscal first quarter [3][8] Competitive Landscape - Royal Caribbean Group (RCL) is focusing on customer loyalty through app adoption and personalization, achieving record demand for new ships and the best Wave season in company history [5] - Norwegian Cruise Line Holdings Ltd. (NCLH) is adopting a targeted approach with experiential upgrades and significant enhancements to its offerings, aiming for brand differentiation and premium pricing [6] Stock Performance and Valuation - CCL shares have increased by 26.7% over the past three months, outperforming the industry growth of 12.7% [7] - CCL trades at a forward price-to-earnings ratio of 12.24X, below the industry average of 18.57X [10] Earnings Estimates - The Zacks Consensus Estimate for CCL's fiscal 2025 and 2026 earnings indicates a year-over-year increase of 30.3% and 12.8%, respectively [11] - Current EPS estimates for fiscal 2025 are 1.85, with a year-over-year growth estimate of 30.28% [12]
价格战愈演愈烈,曾经和星巴克齐名的咖啡品牌,如今在宁波正常营业的只剩两家
Sou Hu Cai Jing· 2025-06-10 08:11
昨天,知名咖啡品牌星巴克发布消息,6月10日起,店内的三大品类,共计数十款产品将集体降价。 同样是偏贵价的连锁品牌,对比现在还活力旺盛的星巴克,另一个大家熟悉的咖啡牌子,却似乎走上了相反的道路。 东论网友@云烟成雨发帖爆料:很多人都知道的COSTA咖啡,现在只剩下几家了。 COSTA咖啡由Costa兄弟于1971年在伦敦成立,2006年底进入中国市场,首店开在上海。 与中国市场的先行拓展者星巴克所代表的美国咖啡文化不同,COSTA声称其源自意大利,并"带有欧洲贵族气息",因此定位"略高于星巴克"。 早在2020年9月,COSTA咖啡就曾爆出全面撤出青岛市场的新闻,同时在北京、上海也有COSTA门店显示"暂停营业"。 不过,COSTA咖啡当时在宁波经营情况还算不错,门店共有4家,分别开在宁波站出发层、江荟151商场一楼(原东方商厦)、鄞州人民医院住院部、宁 波印象城。 可以说,COSTA咖啡的普及度虽不如星巴克,但在宁波的各大热门商圈,至少也能算是个常客。 但是,一晃五年过去,咖啡市场早已百花齐放,现在再查询COSTA的点单小程序,可以看到市区内正常营业的门店只剩两家,余姚北服务区的门店则是 一直显示繁忙。 对 ...
The Coca-Cola Company (KO) Conference Transcript
2025-06-04 09:30
Summary of Coca Cola HBC Conference Call Company Overview - Coca Cola HBC is one of the largest global strategic bottling partners of the Coca Cola Company, operating in 29 markets across Europe and Africa, including both established markets like Italy and emerging markets like Nigeria and Egypt [1] Key Strategies and Performance - The company focuses on a "twenty four seven portfolio" that caters to consumer needs throughout the day, from coffee in the morning to non-alcoholic beverages mixed with premium spirits [2] - Coca Cola HBC has a proven track record of delivering results, with a guidance update for organic revenue growth set at 6-7% per year and EBIT margin improvement of 20-40 basis points annually [4] - In Q1, the company reported a 10.6% organic sales growth with a volume growth of 1.8% [4][6] Market Dynamics and Consumer Behavior - The company acknowledges consumer sensitivity to pricing and sentiment, which remains below 2021 levels, impacting revenue growth management strategies [8][13] - Price mix is expected to soften this year, with a more balanced ratio between price, mix, and volume anticipated in the midterm [10][11] - The company is focused on affordability initiatives across all markets to support consumer needs [14] Segment Performance - Coca Cola HBC expects all three segments (emerging, developing, and established markets) to contribute to growth, with emerging markets showing the strongest growth potential [15][16] - In Italy, the company is focusing on lunch occasions, particularly with pizza, and has seen strong performance from its Zero Sugar portfolio [20][22] - In Nigeria, dynamic pricing strategies are being employed to navigate market volatility while maintaining volume growth [25][26] Challenges and Opportunities - The company is facing challenges in Egypt due to high inflation and devaluation, but sees opportunities for growth and share gains as the situation stabilizes [34][36] - The energy category has shown strong growth, with innovations and partnerships contributing to its success [43][44] Digital Insights and Analytics - Coca Cola HBC has invested in digital insights and analytics, which are seen as a competitive advantage, enabling personalized execution and improved planning [56][58] Cash Deployment and Future Outlook - The company has a strong balance sheet with a net debt to EBITDA ratio below one, and is looking for opportunities to scale capabilities within the Coca Cola system [60][61] - Future cash deployment may include acquisitions or special dividends, depending on strategic fit and economic viability [62][63]