除了国际美妆品牌，国内众多品牌也在加入护发赛道。如国产美妆龙头珀莱雅在2021年通过收购护发品牌Off&Relax进军洗护领域；随后在2024年推出一款 名为"惊时AWAKEN SEEDS"的护发新品牌。2023年，同样主攻美妆市场的上美股份推出科技美学头皮护理品牌"2032"。同一年，国货彩妆品牌橘朵母公司 橘宜集团与皮尔法伯集团达成合作，全权负责高端护发品牌馥绿德雅品牌在中国的全部业务。此外，2022年，华熙生物推出专注于头皮护理与头发养护的品 牌三森万物；2024年巨子生物推出头皮护理品牌函得仕；2025年，贝泰妮完成对洗护品牌"浴见"的战略投资…… 近两年，联合利华在护发赛道动作频频。如在今年2月，联合利华推动旗下高端护发品牌NEXXUS正式进入中国市场。5月该品牌宣布知名演员檀健次出任 全球品牌代言人，进一步扩大其在华知名度与影响力。 当时在NEXXUS正式进入中国市场之际，联合利华大中华区总裁、 美妆与健康事业部大中华区总经理陈戈对外表示："此次NEXXUS高端美护发品牌发布， 不仅进一步丰富了联合利华美妆与健康事业部在中国市场的品牌矩阵，更以其前沿的护发科技和专业修护理念助力我们在高端美护发市场 ...

Group 1 - The forum on "AI Empowering High-Quality Development of Seed Industry" was successfully held, focusing on the integration of AI technology with modern seed industry, attracting over 100 representatives from academia, industry, and research [1][3] - AI is seen as a key engine for achieving breakthroughs in the seed industry, particularly in core breeding processes such as gene mining, phenotypic analysis, parent selection, and variety design [1][3] - The Beijing International Seed Industry Technology Park is building an intelligent breeding industry ecosystem to promote the industrialization of intelligent breeding [3][4] Group 2 - The "Heavenly Book Plan" for crop germplasm resources was introduced, which aims to utilize AI for genetic information analysis and accelerate the discovery of superior genes and variety design [5][7] - The plan includes the establishment of a data-sharing platform and the selection of core germplasm, with an initial completion of 10,000 core germplasm selections [5] - The forum highlighted the importance of collaboration among government, enterprises, and research institutions to foster innovation in the seed industry [3][4] Group 3 - The forum featured discussions on the challenges faced in the new breeding era, including the lack of training data and the need for AI-driven precision breeding [7] - Companies like Changsha Bai'ao Cloud Data Technology Co., Ltd. are developing platforms to centralize breeding data management and facilitate AI breeding model construction [7] - The integration of high-throughput molecular detection, rapid breeding, and gene editing technologies is being emphasized to lower R&D barriers and support industry innovation [7][8]

继香水之后，高端护发成为各美妆品牌的新宠儿。7月2日，北京商报记者获悉，欧莱雅已签署协议收购美国专业护发品牌Color Wow。根据欧莱雅的计划， Color Wow的市场将拓展至亚洲等增量市场，这意味着Color Wow将在欧莱雅的主导下进入中国市场。 随着国内护发市场规模不断扩大，护发业务成为欧莱雅用来推动业绩增长的重要抓手之一。什么赛道最能赚钱，行业玩家最有敏感性，当珀莱雅、橘宜集团 等品牌也在想尽办法争夺护发市场份额，美妆品牌新一轮竞争也被拉开帷幕。 高速增长是被欧莱雅看上的原因之一。在欧莱雅对外披露的信息中如此形容该品牌："Color Wow是全球增长最快、最具创新力的专业护发品牌之一。" 在欧莱雅的计划中，Color Wow是对其专业美发业务部门品牌阵容的补充。欧莱雅专业产品事业部总裁Omar Hajeri对外透露："Color Wow作为一个高端护发 品牌，以合理的价格获得高水平的成熟功效，此次收购将使欧莱雅在护发和造型类别中站稳脚跟。" 在美妆资深评论人、美云空间电商创始人白云虎看来，对于欧莱雅而言，多元化发展是其保持业绩增长和竞争力的有效路径。欧莱雅通过对Color Wow的收 购，将会结合 ...

Lavoro Limited (LVRO) Q2 2025 Earnings Call June 18, 2025 05:00 PM ET Speaker0 Welcome to Lovallo's Business Update Conference Call. Please note that this conference call is being recorded and a replay will be made available on the company's Investor Relations website at ir.lavoroagro.com. I will now turn the conference over to Tigran Karpishin, Head of Investor Relations. Thank you. You may begin. Speaker1 Thank you for joining us today to discuss our business update. We will be covering the out of court r ...

Core Viewpoint - Lavoro Limited's subsidiary, Lavoro Brazil, has reached an out-of-court restructuring agreement with key suppliers to extend payment terms and secure multi-year product supply, aiming to mitigate supply chain disruptions and enhance operational efficiency [1][2][3]. Group 1: Restructuring Agreement - The agreement with suppliers includes BASF, FMC Agrícola, UPL Brasil, EuroChem, and Ourofino, and aims to support Lavoro Brazil's reorganization plan [3]. - The restructuring plan, known as the EJ Plan, will be binding upon court approval and is designed to ensure broad-based effectiveness across all eligible suppliers [2][4]. - The EJ Plan restructures approximately R$2.5 billion in trade payables owed to suppliers, categorizing them into different creditor classes with tailored repayment obligations [10][11]. Group 2: Financial Impact - Preliminary unaudited consolidated revenue for 2Q25 was R$2.25 billion, a decrease of 27% year-over-year, primarily due to inventory shortages [7][22]. - Preliminary unaudited gross profit for 2Q25 decreased by 28% to R$366.9 million, with gross margins contracting to 16.3% [22]. - The Brazil Ag Retail segment saw a 30% decline in revenue to R$1.84 billion in 2Q25, attributed to product availability constraints [22]. Group 3: Market Context - The 2023/24 crop year in Brazil faced challenges such as falling commodity prices, declining farmer profitability, and severe droughts, impacting Lavoro Brazil's operations [6]. - Despite these challenges, Lavoro Brazil gained market share and is positioned to benefit from signs of market stabilization entering FY25 [6]. Group 4: Future Outlook - The EJ Plan aims to standardize inventory supply and financing terms, ensuring reliable product availability and mitigating risks from future credit condition changes [5][9]. - Management has withdrawn its fiscal 2025 guidance due to the complexities associated with the EJ Plan [14].

Financial Data and Key Metrics Changes - Total revenue returned to growth, up 1.3% to $7,800,000, despite challenges in the advertising market [15][19] - Adjusted EBITDA increased 46% year over year to $1,200,000 [19] - Free cash flow generated was $800,000, impacted by restructuring payments and retention bonuses [6][19] - GAAP net income was $200,000, compared to $100,000 in the prior year, with non-GAAP net income at $900,000, up from $500,000 [18][19] Business Line Data and Key Metrics Changes - Zedge Plus subscriber base grew to nearly 900,000, a 37% year over year increase [7] - Zedge Premium revenue more than doubled, driven by expanded offerings and increased usage [7][16] - Deferred revenue reached $4,900,000, growing by 111% over the past seven quarters [15][19] - Gurushots revenue declined 45% year over year due to reduced user acquisition spending [16][19] Market Data and Key Metrics Changes - Monthly active users (MAU) declined year over year, but the focus shifted to attracting higher lifetime value users [8][31] - Average revenue per monthly active user increased by 33% year over year, indicating improved monetization [8][16] Company Strategy and Development Direction - The company is focusing on AI innovation, creator community empowerment, and B2B expansion through dataseeds.ai [13][14] - Plans to roll out an AI audio generator and enhance user-generated content capabilities [11][41] - The introduction of dataseeds.ai aims to supply enterprise customers with high-quality datasets for AI training [10][38] Management's Comments on Operating Environment and Future Outlook - Management highlighted resilience despite macroeconomic volatility and disruptions in the ad market [5][15] - The company expects to see the benefits of restructuring initiatives materialize in Q4 and into fiscal year 2026 [19][44] - Management remains optimistic about future growth driven by product innovation and strategic discipline [15][47] Other Important Information - The company ended the quarter with $20,400,000 in cash and no debt, after share repurchases [6][19] - Restructuring charges of $600,000 were recorded, with expectations for further reductions in Q4 [17][50] Q&A Session Summary Question: Can you rank the different pieces of advertising revenue? - Management stated that advertising efforts are comprehensive and difficult to rank precisely, but highlighted the optimization of CPMs [22][30] Question: How long was TikTok back in the market during the quarter? - Management clarified that TikTok returned mid-February, impacting advertising revenue positively after their reentry [24][29] Question: What is being done to stabilize and grow monthly active users? - The focus is on well-developed markets, with efforts to optimize user acquisition for high-value users [31][32] Question: Can you comment on the new features for Emojipedia? - Management mentioned testing new features like creating emojis with AI and the upcoming release of digital stickers [33] Question: How did Zedge Premium perform this quarter? - Zedge Premium continues to be a core part of the marketplace, with new content available on the web [36] Question: What is the rollout plan for dataseeds.ai? - Management is actively building relationships with prospective customers and has published a research paper to demonstrate advantages [37][38] Question: What will the AI audio generator look like? - The feature will allow users to create custom ringtones and sounds based on text prompts, with a limited rollout planned [41][42]

Financial Data and Key Metrics Changes - Total revenue returned to growth in Q3, up 1.3% to $7,800,000, despite challenges in the advertising market [14][15] - Adjusted EBITDA increased 46% year over year to $1,200,000, with GAAP net income of $200,000 compared to a loss of $100,000 last year [17][18] - Free cash flow was $800,000 for the quarter, impacted by restructuring and retention bonus payments totaling approximately $1,000,000 [6][17] Business Line Data and Key Metrics Changes - Zedge Plus subscriber base grew to nearly 900,000, a 37% year over year increase, with subscription revenue up 13% [7][14] - Deferred revenue reached $4,900,000, growing by 111% over the past seven quarters, indicating a strong recurring revenue stream [14][15] - Zedge Premium revenue more than doubled, driven by expanded offerings and increased usage of the paint.ai image generator [7][15] Market Data and Key Metrics Changes - Monthly active users (MAU) declined year over year, but the focus has shifted to attracting higher lifetime value (LTV) users in developed markets [8][30] - Average revenue per monthly active user increased by 33% year over year, reflecting improved monetization strategies [8][15] Company Strategy and Development Direction - The company is focusing on AI innovation, creator community empowerment, and B2B expansion through initiatives like dataseeds.ai, a B2B content marketplace [10][13] - Plans to roll out an AI audio generator as part of the Paint GenAI creation suite, enhancing user-generated content capabilities [11][40] - The company aims to stabilize and grow its user base by prioritizing high-value users in well-developed markets [30][31] Management's Comments on Operating Environment and Future Outlook - Management noted the resilience of the business despite macroeconomic volatility and challenges in the advertising market [5][6] - The restructuring efforts are expected to yield significant cash flow improvements in the upcoming quarters, with a focus on sustaining growth and higher margins [18][46] - Management expressed confidence in the performance marketing efforts and product roadmap to achieve growth targets [9][13] Other Important Information - The company ended the quarter with $20,400,000 in cash and no debt, even after share repurchases [6][18] - The introduction of new features like digital stickers and the Mojipedia sandbox is aimed at enhancing user engagement [11][32] Q&A Session Summary Question: How would you rank the different pieces of advertising revenue? - Management indicated that advertising is a comprehensive effort, making it difficult to rank specific components [20][21] Question: How long was TikTok back in the market during the quarter? - Management clarified that TikTok returned mid-February, impacting advertising revenue for part of the quarter [22][23] Question: Should we expect monthly active users to continue declining? - Management is focused on stabilizing MAU by prioritizing high-value users in developed markets [30][31] Question: Can you comment on the new features in Mojipedia? - Management mentioned testing new features like creating emojis with AI and the upcoming release of digital stickers [32][33] Question: How is Zedge Premium performing? - Management noted that Zedge Premium continues to be a core part of the marketplace, with new artist onboarding and web availability driving growth [34][35] Question: What is the rollout plan for dataseeds.ai? - Management is actively building relationships with prospective customers and has published a research paper to demonstrate the advantages of their dataset [36][37] Question: What will the AI audio generator look like? - Management plans to roll out the AI audio generator on a limited basis before June, allowing users to create custom ringtones [40][41]

局、丰台区、通 州区、中国种子 协会、北京种业 协会相关负责同 志出席发布会介 绍本届大会活动 亮点及相关筹备 保 障 等 工 作 情 况，并回答记者 提问。 剧透！第三十二 届中国北京种业 大会丰台分会场 有这些亮点_南 方+_南方plus 6月11日，第三 十二届中国北京 种业大会新闻通 气会在丰台国家 农作物品种展示 评价基地举行。 北京市农业农村 作为我国种业领 域 办 会 历 史 最 久、规格最高、 影响力最大的种 业盛会之一 ，第 三十二届中国北 京种业大会定于 2025年9月11日 至14日举行，本 届大会以"深化 区域协同 聚力 种业振兴"为主 题 ， 设 置 "1+7" 会 场 ， 举 办 "1+1+1+10+N "系列活动。 丰台区是北京蔬 菜种业核心示范 区，已连续举办 了 31 届 种 业 盛 会，培育形成涵 盖种子研发、智 慧农业、成果转 化、场景应用的 现代农业产业生 态链。通过"政 府引导+市场运 作"双轮驱动， 持续擦亮"种业 之 都 " 金 字 招 牌。会上，丰台 区人民政府副区 长戴伟明介绍了 第三十二届中国 北京种业大会丰 台分会场的相关 情况。 据悉，丰台区作 为本届大 ...

Company Overview - Australian Oilseeds Holdings Limited is a manufacturer and seller of sustainable edible oils, focusing on non-GMO and organic products [3] - The company operates the largest cold pressing oil plant in Australia, dedicated to producing GMO-free conventional and organic oilseeds [3] Compliance and Reporting - The company received a notification from Nasdaq on May 27, 2025, regarding its delinquency in filing the Quarterly Report on Form 10-Q for the period ended March 31, 2025 [1] - On May 30, 2025, the company filed the required Form 10-Q, regaining compliance and eliminating the need to submit a formal plan to Nasdaq [2]

Company Overview - Archer-Daniels-Midland Company (NYSE: ADM) is involved in the production of oilseeds, corn, wheat, cocoa, and other agricultural commodities [1] - ADM is one of the four major companies dominating the global grain market, alongside Cargill, Louis Dreyfus, and Bunge [1] Investment Analysis Approach - The company specializes in analyzing US bonds and commodities, with a focus on medium to long-term investment horizons while also considering short-term price movements [1] - The typical research process includes identifying undervalued or overvalued assets, reviewing fundamentals, and assessing technical and economic signals if the fundamentals yield meaningful results [1] - The analysis is primarily value-driven and contrarian, focusing on mispriced assets [1]