NDR takeaways: Strong 2B sales momentum into 2H with margin opportunities on other dairy product amid prolonged cycle; Buy | | | 1 September 2025 | 9:49PM HKT Mengniu Dairy (2319.HK) We hosted Mengniu NDR in Singapore on Sep 1st. Key takeaways include: 1) Management guided MSD-HSD % top line decline in FY25, but expected overall liquid milk to decline slightly with narrowing trend in 2H25 vs. 1H25 (-11%). The company remains cautious on the gifting demand trend for mid autumn festival in 3Q and also for 4Q ...

Vivien Wong wasn’t chasing fame or funding—just an idea that ice cream, when wrapped in pillowy mochi, might just taste better than anything else on the market. (Photo: Veuve Clicquot Bold Woman Award)https://t.co/AKeUikrO8Q https://t.co/AKeUikrO8Q ...

Is it really summer without ice cream? 🍦 https://t.co/nAgAtkT56W ...

A new ice cream flavor. It is turning heads in Brooklyn, New York, and really across the country. It is inspired by breast milk.The parenting brand Freda partnered with Oddfellow's ice cream to recreate, they say, the taste of mother's milk. It's made of caramel, honey, and cow's milk. There is no actual breast milk in the flavor, but it was launched in part, they say, to help promote breastfeeding awareness. ...

Häagen-Dazs' ice cream challenges in China are another example of how some global food giants are having a tough time there https://t.co/kz6GMhfMdc ...

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]

MALMÖ, Sweden, June 23, 2025 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY), the world's original and largest oat drink company, will report financial results for the second quarter ended June 30, 2025, on Wednesday July 23, 2025 before the U.S. market opens. Oatly will host a conference call and webcast at 8:00 a.m. ET on the same day to discuss the results. We are the world's original and largest oat drink company. For over 30 years, we have exclusively focused on developing expertise around oats: a gl ...

5 June 2025 | 10:59PM HKT Mengniu Dairy (2319.HK): Consumer & Leisure Corporate Day: UHT milk demand softness persists; investing in channels for share gain We hosted Mengniu's IR team at our Consumer & Leisure Corporate Day on Jun 5. Key takeaways include: 1) Recent trends: Company noted still weak YTD demand trend for UHT liquid milk, with Apr/May trends tracking largely similar to 1Q25 without notable consumption sentiment uptick. YTD trends showing healthy growth in fresh milk/chilled yogurt and other c ...

Core Points - Oatly Group AB held its Annual General Meeting (AGM) on May 20, 2025, where several key resolutions were adopted [1][2][3] Financial Resolutions - The AGM adopted the income statement and balance sheet for the financial year 2024, with the decision to carry forward the company's results without distributing any dividends [2] - The board of directors and the CEO were discharged from liability for the financial year 2024 [2] Board of Directors - The number of members on the board of directors was set to ten, without deputy members, as per the nominating and corporate governance committee's proposal [3] Remuneration - Compensation for board members was approved, with specific amounts allocated to various roles, including USD 70,000 for the chairperson and USD 60,000 for each ordinary member not employed by the company [8] Auditor Appointment - Ernst & Young Aktiebolag was re-elected as the auditor for the period until the end of the next AGM, following the audit committee's recommendation [4] Incentive Program Amendments - Amendments to the LTIP 2021-2026 incentive program were approved, including changes to allocation principles and the transfer of treasury instruments related to the program [5][6] - The maximum number of share awards for board members was reduced from 140,000 to 7,000 annually, while the total value limit remained at USD 140,000 [9] Share Award Program - The AGM authorized the company to assign or dispose of warrants of Series 2021-B to fulfill commitments arising from the share awards [10] Company Overview - Oatly is recognized as the world's original and largest oat drink company, focusing on oat-based products for over 30 years, with a presence in more than 50 countries [12]