不是山寨！不是仿品！ 清仓一件 防水、防风、防晒，还自带凉感值的透气防晒衣 ，户外大品牌MEATFLY正儿八经的专柜 货！ 以防新朋友不知道今天有多捡漏，我先介绍一下： 这是一个 在海外已经家喻户晓，但国内还没几个人知道的户外品牌。 不少留子或者户外发烧友一定知道： MEATFLY是一家早在 1995年就成立的 ，在服装、户外服装领域深耕了将近30年，相当有实力的专业 户外品牌。 定价和定位是中高端，线下一件大概得要2500+软妹币，可不便宜。 他们家最初主要是针对滑板、滑雪板的。 随着时间的推移已经演变成今天的各种各样的MEATFLY服装和配件，是非常专业的户外运动品牌。 前几年，MEATFLY原本打算进军中国市场。 品牌带了几集装箱的旗舰新品漂洋过海来我国， 准备和 bei面、猛犸xiang 之类的轻奢户外品牌 三分天下。 但方便了今天看到这篇文章的朋友 没想到，热火朝天干了几个月，一看数据傻眼了。 国内的轻奢户外领域，早就被来得早的巨头抢占了消费者心智，市场一时半会确实不太能接受新兴的、 贵价的户外品牌。 加上前两年口罩对线下商场的冲击，导致这个品牌刚入驻中国，就面临大规模撤柜...... 属于别人饭都 ...

Kraft Heinz is reportedly considering a spinoff of a large chunk of its grocery business as health-conscious American consumers increasingly shy away from processed foods. The $31 billion food and beverage conglomerate, born out of the 2015 merger of Kraft and Heinz, is said to be mulling the creation of a new entity that would include many Kraft products and could be valued at as much as $20 billion, the Wall Street Journal reported on Friday.The remaining company would house goods such as sauces and condi ...

Key Takeaways Ferrero will acquire KLG for $3.1B in cash, gaining control of its iconic cereal brands. The deal allows Ferrero to enter the breakfast category and expand its footprint in North America. KLG stock rose 30% on the news, with shares closing at $22.86 after outpacing its industry in three months.The Ferrero Group, a confectionery giant behind brands like Nutella and Kinder, is making a bold move to expand its North America footprint by acquiring WK Kellogg Co (KLG) for $3.1 billion. The all-ca ...

9 July 2025 | 10:43PM HKT China Consumer Staples Pork: 2Q25 preview: Stronger US hog production; China on track to grow; Buy WH Group For WH Group, we expect better cyclical recovery in its US hog production business, where our US team uplifted Smithfield (WH Group's US business, covered by Leah Jordan) full year profits forecasts beyond the company's higher-end of guidance (-$50mn to +$50mn). We expect China operations (also Shuanghui) to show a return to a growth trajectory from -14% yoy OP decline in 1Q2 ...

Industry Overview - The Zacks Food – Meat Products industry is facing challenges such as high input costs and operational expenses, along with export-related hurdles like trade uncertainties and port disruptions [1][5] - The industry includes companies that manufacture, process, market, and sell various meat products, including chicken, pork, beef, and plant-based meats, catering to retail and foodservice customers [3] Current Trends - Rising cost pressures from feed, raw materials, labor, and transportation are straining profit margins, with inflation affecting consumer shopping habits, leading to tighter budgets [4] - Export challenges are exacerbated by trade uncertainties, biosecurity concerns, and strong domestic demand, which limits supply for international markets [5] - The demand for high-protein diets is increasing, benefiting meat companies, while plant-based alternatives are gaining traction as consumers seek healthier options [6] Industry Performance - The Zacks Food – Meat Products industry ranks 201, placing it in the bottom 18% of over 250 Zacks industries, indicating dull near-term prospects [7][8] - The industry has underperformed the broader Zacks Consumer Staples sector and the S&P 500, declining 10.6% over the past year compared to the sector's growth of 2.8% and the S&P 500's rise of 11.1% [10] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 12.44X, significantly lower than the S&P 500's 22.52X and the sector's 17.42X [12] Company Highlights - Tyson Foods, a leading player in the protein industry, benefits from a diversified multi-protein strategy and strong brand recognition, positioning it for long-term growth despite industry volatility [14] - Beyond Meat focuses on plant-based meat alternatives, capitalizing on the growing consumer demand for healthier food options, and is well-positioned for success in the alternative protein market [19]

Industry Overview - The agriculture industry is undergoing a significant transformation driven by advanced technologies and innovations, addressing the urgent need for sustainable and efficient farming practices due to global population growth and climate change [2][3] - Agricultural technology (AgTech) and food innovation are pivotal in revolutionizing food production, enhancing productivity, and reducing environmental impact [2][3] AgTech Innovations - AgTech is reshaping food production, processing, and distribution through advancements in artificial intelligence (AI), biotechnology, and automation, leading to smarter and more sustainable agriculture [3] - Technologies such as precision farming, lab-grown meat, and plant-based alternatives are at the forefront of this transformation, enabling farmers to optimize operations and reduce resource waste [3][5] Protein Market Transformation - The global protein market is shifting towards healthier and more sustainable alternatives, including plant-based proteins and lab-grown meat, driven by health-conscious consumers [4] - Companies like Ingredion Incorporated are investing in plant-based ingredients to meet the rising global demand for sustainable protein solutions [4] Supply Chain Enhancements - Emerging technologies like blockchain and the Internet of Things (IoT) are improving food traceability and safety standards while minimizing waste in logistics and distribution [5] - Automation in food processing and packaging is enabling companies to deliver fresher products more efficiently and reduce operational costs [5] Investment Opportunities - Companies adopting advanced technologies are gaining a competitive edge, with top-performing stocks in AgTech and food innovation presenting compelling investment opportunities [6] - Industry leaders such as Beyond Meat, Hormel Foods, and Tyson Foods are leveraging AgTech to enhance growth and competitiveness [6] Beyond Meat Initiatives - Beyond Meat is focused on redefining protein production through innovative plant-based meats that replicate traditional animal products, addressing climate change and public health challenges [8] - The company is expanding its global footprint and investing in sustainable product development and supply chain transformation [11] Hormel Foods Strategies - Hormel Foods is utilizing digital technologies and AgTech solutions to enhance operational efficiency and food production standards, including a $1.7 million investment in regenerative agriculture [11][13] - The company is expanding its innovation pipeline with a focus on alternative protein development through partnerships, such as with The Better Meat Co. [12] Tyson Foods Transformation - Tyson Foods is investing in agricultural technology and food innovation to support sustainable protein production and digital transformation [14] - The company is enhancing operational efficiency through automation and logistics improvements, aiming for $200 million in annual savings by 2030 [16]

Group 1 - Conagra Brands is set to announce its fiscal fourth-quarter earnings on July 10, 2025, with analysts predicting earnings of $0.61 per share on revenue of $2.88 billion, which is approximately unchanged year-over-year [2] - The company has a current market capitalization of $10 billion and reported revenue of $12 billion over the previous twelve months, with operating profits of $481 million and net income of $329 million [3] - Snack volumes increased by 4% in Q3, driven by meat snacks and popcorn, indicating a positive trend in consumption as the industry shifts towards healthier options [2] Group 2 - Historical data shows that Conagra has recorded 18 earnings data points over the last five years, with 7 positive and 11 negative one-day returns, resulting in positive returns approximately 39% of the time [6] - The median of the 7 positive returns is 1.5%, while the median of the 11 negative returns is -2.0%, suggesting a mixed performance post-earnings [6] - The correlation between short-term and medium-term returns following earnings can provide insights for traders, particularly if the 1D and 5D returns exhibit high correlation [7]

Core Insights - Sprouts Farmers Market, Inc. (SFM) aims to expand its store count to over 1,000 locations from the current 443 stores by March 30, 2025, indicating significant growth potential [1][8] - The company is focusing on a smaller-box store format to enhance efficiency and reduce growth risks, which is crucial for supporting its expansion strategy [2] - New stores are projected to generate an average of $13 million in first-year sales, with a growth rate of 20-25% over the next four years, making each store a profit center [3] Expansion Strategy - SFM plans to open at least 35 new stores in 2025, supported by a real estate pipeline of nearly 120 approved sites and over 85 signed leases [3][8] - Approximately 80% of SFM's stores are located within 250 miles of a distribution center, and the company is enhancing its supply chain through self-distribution of fresh categories [4] Competitive Landscape - In comparison, Costco plans to add 24 new locations in fiscal 2025, while Dollar General is set to execute around 4,885 projects, including 575 new U.S. stores [5][6] - SFM's stock has outperformed the industry, rising 27.7% year-to-date compared to the industry's 15.8% growth [7][8] Financial Performance - The Zacks Consensus Estimate indicates year-over-year sales growth of 13.6% and earnings per share (EPS) growth of 35.5% for SFM [10] - The forward 12-month price-to-sales ratio for SFM is 1.72, significantly higher than the industry average of 0.26 [9]

Industry Overview - The Zacks Natural Foods Products industry is facing a challenging macroeconomic environment characterized by persistent inflation and reduced consumer spending, leading to pressure on profit margins due to rising input costs and operational expenses [1][4][5] - The industry includes companies that manufacture and sell a variety of organic and natural food products, including fruits, vegetables, dairy, meat, seafood, and packaged meals, primarily through wholesalers, retailers, and e-commerce [3] Key Trends - There is a notable shift towards healthier eating habits, with consumers increasingly seeking nutritious and organic food options, which is driving demand for fresh products [6] - Companies are adapting to the tough market landscape by emphasizing value-focused marketing and expanding their product lines to include more affordable options [4][5] Performance Metrics - The Zacks Natural Foods Products industry has outperformed the broader Zacks Retail - Wholesale sector and the S&P 500 over the past year, with a growth of 64.7% compared to 17.3% and 12.3% respectively [10] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.02X, lower than the S&P 500's 22.63X and the sector's 24.98X [13] Company Highlights - Sprouts Farmers Market, Inc. (SFM) is focusing on product innovation, e-commerce, and competitive pricing, with a consensus estimate for current fiscal year earnings per share (EPS) at $5.08 and a stock gain of 96.6% over the past year [14][15] - Performance Food Group Company (PFGC) is capitalizing on its position in the food-away-from-home industry, with a current fiscal year EPS estimate of $4.36 and a stock gain of 40.1% in the past year [18][19]

作者 | 瀑风 编辑 | 自动驾驶之心 原文链接： https://zhuanlan.zhihu.com/p/1916810989434807458 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『VLA』技术交流群 本文只做学术分享，如有侵权，联系删文 2025年5月，VLA的RL领域掀起了一股热潮，不仅传统的PPO、GRPO、DPO等算法纷纷被移用到VLA上， 而且各种针对VLA特殊性的创新tricks层出不穷。本文将梳理VLA领域RL算法的来龙去脉。 早期探索：iRe-VLA （Improving Vision-Language-Action Model with Online Reinforcement Learning） ★ https://arxiv.org/pdf/2501.16664 arxiv.org/pdf/2501.16664 这篇文章的核心算法是PPO，并且针对在线强化学习不稳定的问题提出了双阶段的训练范式： 具体实现上，此文没有采用已有的VLA模型结构，而是将BLIP-2 3B用于VLM backb ...