[Music] Tonight we celebrate Halloween, our great national secular holiday by doing the mad money way by talking about the stock of Hershey. Not because it makes a huge percentage of the candy that you'll probably be giving out tonight, but because Halloween is supposed to be scary. And for the past three weeks, almost nothing's been more terrifying than being a Hershey shareholder.The stock has plunged from 196 and its highs earlier this month to 169 and change as of today. When the company reported yester ...

Nexperia has been locked in a dispute with its Chinese unit after the Dutch government took control of Nexperia from its Chinese owner Wingtech on Sept 30.The EU is determined to find a diplomatic solution over the ownership of Dutch chipmaker Nexperia, the European Commission’s tech chief Henna Virkkunen has said.That’s all for today but you can read all the latest business and economic stories from The Telegraph here .Thanks for joining us on this live blog.Chris Beauchamp, an analyst at IG, said: “Next w ...

公司业绩表现 - 公司报告季度营收为97.4亿美元 超出分析师预期 [2] - 公司预计全年每股收益EPS可能下降15% 高于此前预估的10%跌幅 [2] 行业与市场趋势 - 价格意识增强的美国消费者在饼干品类中更倾向于选择价值而非品牌产品 [2] - 消费者可以选择价格仅为品牌产品三分之一的Costco自有品牌饼干 [2] - 美国市场饼干销售表现疲软 反映出消费者正在变得更加挑剔 [2]

财务业绩概览 - 第三季度收入同比增长5.87%至97.44亿美元 [1] - 第三季度净利润同比下降12.90%至7.43亿美元 [1] - 第三季度经营利润同比下跌35.5%至7.44亿美元，经调整经营利润同比下降32.6%至11.71亿美元 [1] - 第三季度经营利润率下降4.9%至7.6%，经调整经营利润率同比下降6.9%至12.0% [1] 收入增长驱动因素 - 收入增长主要由更高的净定价、有利的货币相关事项以及收购中国冷冻烘焙公司恩喜村带来的8.7亿美元增量净收入推动 [1] - 收入增长部分被不利的销量和产品组合因素所抵消 [1] 利润率与成本压力 - 利润率下降主要驱动因素包括较高的原材料成本和不利的产品组合 [1] - 利润率下降部分被更高的净定价、较低的广告和消费者促销成本、生产力驱动的较低制造成本以及较低的间接费用所抵消 [1] - 公司预计2026年可可成本将低于今年，但近期和中期将继续面临高于历史水平的可可成本 [2] 分产品业绩 - 饼干收入同比增长4.21%至47.99亿美元 [4] - 巧克力收入同比增长10.53%至30.76亿美元 [4] - 口香糖和糖果收入同比增长2.74%至10.51亿美元 [4] - 奶酪及日常消耗品收入同比增长8.09%至6.01亿美元 [4] - 饮料收入同比下跌8.44%至2.17亿美元，是唯一负增长的板块 [4] 分区域业绩 - 欧洲市场收入同比增长10.6%至36.74亿美元，占整体收入比例为37.71% [4] - 北美市场收入同比下降0.4%至28.15亿美元，占收入比例为28.89% [4] - 亚洲、中东和非洲市场收入同比增长9.0%至20.17亿美元，占收入比例为20.70% [4] - 拉丁美洲市场收入同比增长2.8%至12.38亿美元，占收入比例为12.71% [4] 定价策略与市场应对 - 为应对可可价格上涨，公司在欧洲市场进行约30%的大幅涨价 [2] - 部分产品涨价幅度已超过消费者接受度，公司尝试通过提供更小规格、售价更低的巧克力产品应对 [2] 中国市场表现 - 公司目前面临最大压力的市场是中国，受到消费环境影响，其在中国市场收入的增长率只有个位数，第三季度甚至出现个位数的负增长 [5] - 公司认为在中国面临短期压力，但是总体仍相信会增长 [5]

文章核心观点 - 贵州酸汤等特色食品产业正通过电商平台、技术创新和文旅融合实现规模化、标准化和全国化发展，从地域性产品向大消费赛道转型 [2][3][6][7][14][15][20][21] 电商平台驱动增长 - 拼多多平台通过“新质商家扶持计划”和“千亿扶持”计划助力地方老字号和农特产品加速出圈 [2] - 南山婆在拼多多平台从9月开始运营，目前实现月销售额六十多万元 [2] - 丁家脆哨通过包装和推广调整，在拼多多销售额从第一年的100多万元翻了好几番至400多万元，今年目标500万元且已完成百分之七八十 [3] - 玉梦集团电商销售额从2021年到2024年呈指数级增长，2023年达2000万元，2024年目标5000万元，拼多多是排名前三的平台 [14] - 拼多多平台采用自动化智能运营，玉梦集团日订单量从2000单增长至4000-5000单，双十一销量同比增长至少20% [15] - 南山婆在拼多多采用大单品策略，聚焦调味品和方便速食赛道，其58克酸汤底料以9.9元客单价实现500%以上增长 [15] 产业技术升级与标准化 - 酸汤生产从家庭作坊升级为现代化工厂，采用数字化设备进行原材料清洗、消毒、破碎、发酵调配的全流程管控 [6][7] - 通过微生物发酵技术精准控制、原料标准化管控和标准化设备，解决传统酸汤生产效能低下、规模化不足的问题 [6][7] - 玉梦集团通过菌株干预缩短发酵时间，整体产能提升25%，其两个工厂扩产，二厂扩产2万吨，二期工程3万吨产能已完成 [17] - 黔东南州共有酸汤制品生产线58条，年产能15万吨以上，产品包括红酸、白酸底料、酸汤火锅底料、饮料、方便粉等，远销北美、东南亚、大洋洲 [7] 产品创新与市场拓展 - 酸汤产品从传统调味料拓展至酸汤方便速食、酸汤饮料、酸汤休闲食品、酸汤火锅底料等多个品类 [15][20][21] - 玉梦集团针对年轻消费群体（20-30岁）推出酸汤粉、酸汤饮料等产品，并向快消品赛道转型 [20] - 南山婆规划酸汤、火锅底料、方便速食和特色酱料四大产品体系，并拓展饮料和休闲食品如酸汤魔芋爽、酸汤口味薯片等 [21] - 商家根据区域口味差异调整产品，如在华北市场考虑增加酸汤浓稠度，在华东市场推出58克一人食小包装产品 [15] 文旅IP与线下流量催化 - 贵州“村超”村级足球赛话题综合浏览量超1150亿次，开赛以来榕江县接待游客2000多万人次，实现旅游综合收入240多亿元 [11] - 南山婆与村超IP合作油辣椒、酸汤等产品，并组建美食足球队参加美食挑战赛，合作进入长远战略性阶段 [11] - 贵阳作为避暑之都，暑期游客增长带动丁家脆哨线下销售及线上复购，线下文旅长尾效应成为线上电商催化剂 [11][14] - 商家利用短视频平台进行内容种草，再将流量引导至拼多多平台实现销售转化 [14][15] 产业链与富民效应 - 玉梦集团采取“公司+基地+合作社+农户”模式，建立5万多亩基地，与农户签订保底收购协议，户均增加收入7500元 [17] - 南山婆产业园总投资7.57亿元，占地217亩，建筑面积超10万平方米，通过示范基地建设从源头保障农产品供应 [17][19] - 南山婆累计农产品收购金额超过2.5亿元，有效带动当地特色产业发展和农户持续稳定增收 [19] - 当地商家抱团合作，如丁家脆哨与玉梦集团合作三年，年进货额150万元，并进行品牌联动扩大市场份额 [21]

Companies that produce certain natural, plant-based food products have struggled to generate adequate revenue and in some cases establish shelf space in mainstream grocery stores across the country since the Covid-19 pandemic. Iconic retail food producer Atlantic Natural Foods LLC, which was established in 1890, sells its products in retail stores and markets its plant-based products on Amazon, including its Loma Linda brand Big Franks vegan hot dogs, plant-based canned Tuno fish and canned Chik’n, neat p ...

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks moving on buzzing news. In August 2024, Dave Sekera, Morningstar’s Chief U.S. Market Strategist, said during a program on CNBC that Kraft Heinz Co (NASDAQ:KHC) was attractive and gave the stock his highest rating. The analyst at the time also talked about the stock’s valuation: “Kraft Heinz is one that I find especially attractive today. It ...

The parent company's bankruptcy puts that fate of its franchise operators at severe risk. Many of the franchises have had to scramble to make doughnuts in recent months. The fate of the entire brand is uncertain. When a business person buys a franchise, they're making a bet on the franchise operator. They expect that the company will live up to its promises on advertising, marketing support, and product delivery. When that doesn't happen, it puts the franchise operators in a challenging situation. ...

jetcityimage / iStock Editorial via Getty Images Kellanov (NYSE: K) reported Q4 earnings this morning that delivered a narrow beat on both earnings and revenue, yet the stock barely moved. Shares were essentially flat at $82.96 shortly after the 8:04 AM ET release. The real story isn't what the company delivered this quarter. It's what the numbers reveal about underlying pressure, and why the pending Mars acquisition is keeping the stock pinned near its deal price regardless of performance. A Beat That Ma ...

Scott Olson / Getty Images Hershey (NYSE: HSY) delivered a decisive earnings beat this morning, posting third-quarter results that significantly exceeded Wall Street expectations and prompted management to raise full-year guidance. The stock was up sharply in early trading on the strength of the numbers and the company's improved outlook, but since the open, shares are down. Strong Execution Drives Upside Hershey reported adjusted earnings per share of $1.30, beating consensus estimates of $1.06 by $0.24 ...