天眼查App显示，近日，宜宾市叙州区曾鉴副食便利店（个体工商户）成立，法定代表人为曾鉴，注册 资本1万人民币，经营范围为一般项目：食品销售（仅销售预包装食品）；外卖递送服务；气体、液体 分离及纯净设备销售；家用电器销售；租赁服务（不含许可类租赁服务）；农副产品销售；日用品批 发；日用品销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：现制现 售饮用水；食品销售。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以 相关部门批准文件或许可证件为准）。 ...

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: Maverik, the Salt Lake City-based c-store company, is bringing cardless payments systems from Piston to forecourts throughout its network, the companies announced on Wednesday. Piston’s technology, which lets drivers initiate fueling with a QR code or authorization code, will be added to all of Maverik’s 825-plus c-stores in 21 states over the next m ...

市场表现 - 第二季度罗素2500指数回报率为8.6%，与罗素2000指数持平但落后于罗素1000指数的11.1% [2] - 罗素2500成长指数回报率达11.3%，较价值指数高出400个基点 [2] - 4月因关税和监管变化出现两位数下跌，但5月和6月实现显著市场增长 [2] 宏观环境 - 贸易政策、立法重点和市场情绪出现显著逆转 [3] - 失业率、通胀和支出趋势处于可控水平，未显示过度压力 [4] - 生成式AI具有重塑商业和日常生活的代际潜力，但技术范式快速演变 [4] 投资组合表现 - 医疗保健和必需消费品板块成为超额收益主要贡献者 [5][7] - 医疗设备公司Insulet因一季度盈利超预期、收入增长及新产品发布股价大幅上涨 [6] - 信息技术板块成为最大拖累因素，软件和消费需求前景不均 [8] 个股表现 - Insmed因肺动脉高压治疗药物TPIP二期阳性数据股价上涨 [5] - e.l.f. Beauty因收购护肤品牌Rhode和渠道销售报告改善获得投资者积极反应 [7] - Casey's General Stores通过门店再投资和私有品牌建设逆势实现同店销售增长 [7] 投资组合调整 - 新建Ryan Specialty头寸，看好其财产意外险经纪业务增长记录和整合能力 [9] - 增持在线学习平台Duolingo，关注其用户增长、付费转化率和新品类扩张 [10] - 清仓特殊化学品公司Ashland，因去库存压力、宏观不确定性和管理层变动 [11] 行业展望 - 小盘股相对大盘股估值和表现处于历史低位，2025年下半年盈利增长潜力更强 [12] - 资本市场逐渐解冻，多个成功IPO案例和未来季度管道预期 [4] - 投资组合聚焦具有特异增长动力、自融资资产负债表和平衡增长业务的企业 [12] 板块贡献度 - 绝对收益贡献最大为工业板和信息技术板，材料板和能源板形成拖累 [16] - 相对收益贡献主要来自医疗保健、必需消费品和能源板块的个股选择 [17] - 前五大贡献个股为APi Group、BWX Technologies、Wingstop、Chewy和Rubrik [18]

交易概况 - RaceTrac以约5.66亿美元收购三明治连锁品牌Potbelly Corp [1] - 此次收购是便利店运营商收购餐饮品牌的罕见举措 [1]

I had a hold rating for Alimentation Couch-Tard Inc. (TSX: ATD:CA ) previously, as I thought the macro pressure was real and that could potentially overwhelm the success seen in its food & beverage [F&B] strategy andI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, rein ...

Potbelly is set to be acquired by convenience store company RaceTrac in a deal valued at $566 million, the companies announced on Wednesday, Sept. 10. The acquisition is set to close later this year. Until then, the companies will continue to operate independently, according to the announcement news release. Known for its array of sandwiches, Potbelly is a nationwide restaurant chain with 445 locations across the United States, including more than 100 franchised shops. Bob Wright, Potbelly's president a ...

Convenience stores have long drawn regional fans.East Coast consumers are loyal to Wawa and Sheetz. The West Coast, to 7-Eleven. In the Midwest, there's a mix of popular chains with varying degrees of devotion, but Iowa-based Casey's General Stores, or Casey's, has become the third-largest convenience store chain in the U.S. by going after customers in small towns, mostly in that region. According to the company, 72% of its stores are located in towns with populations under 20,000 people, or communities tha ...

Sandwich shop chain Potbelly will be acquired by convenience-store operator RaceTrac in a $566 million all-cash deal, the company announced Wednesday.The deal is expected to close in the fourth quarter of the year. Shares of Potbelly shot up more than 30% following the announcement.The Chicago-based Potbelly has more than 445 stores in the U.S., including franchised locations, with a goal of reaching 2,000, according to the company. RaceTrac, a family-owned company headquartered in Atlanta, operates more th ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletter. Potbelly Sandwich Works has been acquired by RaceTrac, an Atlanta-based company that operates more than 800 convenience stores across 14 states under the RaceTrac® and RaceWay® brands. As part of the definitive merger agreement, RaceTrac will commence a tender offer to acquire all of the outstanding shares of Potbelly for $17.12 per share, in an all-cash transaction with an equity value of approximately $566 million. The ...

交易概览 - RaceTrac以每股17.12美元现金收购Potbelly全部流通股 股权价值约5.66亿美元 [1] - 交易预计于2025年第四季度完成 需满足常规交割条件和监管批准 [2] - 收购溢价达47%（相对于Potbelly截至2025年9月9日的90日成交量加权平均股价） [6] 战略协同 - Potbelly拥有超过445家直营及特许经营三明治店 长期目标扩张至2000家门店 [3] - RaceTrac在全美14州运营800余家便利店 并通过1200个Gulf品牌站点提供燃料服务 [4] - 双方在房地产、特许经营、食品创新等领域能力互补 将共同拓展增长路径 [4][5] 公司背景 - Potbelly为拥有40余年历史的社区三明治连锁品牌 以现烤三明治、沙拉和奶昔为核心产品 [3][10] - RaceTrac是1934年成立的家族私营企业 雇员超1万人 为美国最大私营公司之一 [4][11] - Potbelly现有5200余名员工及特许经营伙伴将加入RaceTrac体系 [5] 交易执行 - Potbelly董事会一致建议股东接受要约收购 [6] - 公司董事及高管已签署支持协议 承诺出售合计约11%的流通股 [6] - 收购需满足多数流通股投标及HSR法案等待期届满等条件 [7] 顾问团队 - RaceTrac财务顾问为美银证券 法律顾问为Kilpatrick Townsend & Stockton律所 [9] - Potbelly财务顾问为Piper Sandler 法律顾问为Kirkland & Ellis律所 [9]