2 来源：市场资讯 （来源：DOLC） 德国消费者近期再迎来一波食品降价潮：黄油价格明显下跌。继Lidl宣布下调价格后，其他大型零售商纷纷跟进，形成连锁反 应。 1 价格降幅与市场反应 根据最新消息，德国超市中最便宜的德国产牌黄油（250克装）售价已从1.99欧元降至1.79欧元，降幅约为20欧分，接近一成。 其他黄油产品的价格也将随之下调。此前，在2024年10月，德国产牌黄油价格曾飙升至2,39欧元，创下历史新高。 Lidl率先打响降价"第一枪"，紧随其后，Aldi Nord 和 Süd、Edeka、Rewe、Netto、Norma、Penny 也纷纷宣布调低自有品牌黄油 的售价。目前尚不清楚同属施瓦茨集团的Kaufland是否会跟进。不过按照市场惯例，当黄油等关键民生商品降价后，其他零售商 通常很快会做出反应。 价格波动的原因 自2025年2月起，黄油价格已进入下降通道。价格波动的背后，原因在于供给端：去年农场交付的奶量减少，生奶脂肪含量下 降，加上2024年夏季"蓝舌病"疫情导致奶牛产奶量锐减，推动价格一度飙升。 3 历史价格对比与消费者影响 近年来，黄油价格起伏明显。2023年夏天，部分商超自有品牌 ...

If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, our gang could help broaden your horizons and give some ins ...

If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...

Supermarket chain Aldi has unveiled plans to invest £1.6bn ($2.17bn) in the UK with the aim of opening 80 new stores within the next two years. The expansion strategy is part of the company's goal to extend its footprint to 1,500 locations across the country, building on its current total of 1,060 outlets. In the next 13 weeks, company is planning to open 21 new stores in locations such as London and Durham, as well as Kirkintilloch in Scotland. Earlier this year, Aldi identified 20 priority locations, ...

This story was originally published on Grocery Dive. To receive daily news and insights, subscribe to our free daily Grocery Dive newsletter. From cutting-edge apps to e-commerce, Kroger has invested a lot of time and money in boosting the digital shopping experience. But these days, it’s finding that a lot of shoppers just want to go back to paper. Paper coupons, that is. In recent weeks, the country’s largest supermarket chain has begun reintroducing paper coupons to all of its stores. These promotional ...

US-based private equity company Advent is in advanced discussions to purchase Brazilian supermarket chain Sonda, Valor international reported, citing sources. The deal, expected to be valued at up to 3.5bn reais ($653.50m), depending on Sonda's estimated gross revenue of 6.5bn reais in 2025. If materialised, it could become one of the biggest deals in Brazil’s food retail sector in recent years. Negotiations between Advent and Sonda have been underway for several months, with key issues yet to be resolv ...

股价表现 - 股价上涨超过5%并达到四年高点 [1] 业务动态 - 公司突然终止与中国电商巨头京东关于出售Argos连锁店的谈判 [1]

澳大利亚银行业监管事件 - 澳大利亚和新西兰银行集团(ANZ)因承认严重不当行为被ASIC处以2.4亿澳元罚款 错误报告债券交易数据并将交易量夸大数百亿[2][8] 中美贸易关系动态 - 中美在马德里启动高层级贸易谈判 中方推动与前总统特朗普会晤 议题涉及TikTok争端和潜在关税问题[3][8] 德国国防工业并购 - 莱茵金属公司(RHM)与Lürssen集团达成协议 收购其海军舰艇单元NVL 交易预计2026年初完成 将显著增强公司在德国及欧洲防务市场的舰船制造能力[4][8] 零售与能源行业动向 - 英国森宝利超市(SBRY)终止与京东关于出售Argos百货业务的谈判 认为修订条款不符合股东利益[5][8] - 伊拉克石油部与道达尔能源(TTE)、卡塔尔能源LNG及巴士拉石油公司签署联合运营协议 共同开发Artawi油田作为天然气增长综合项目组成部分[5] 新西兰服务业经济指标 - 新西兰8月服务业表现指数(PSI)降至47.5 较7月48.9进一步恶化 已连续18个月处于收缩区间 主要受通胀压力、高利率和消费者信心疲弱影响[6][8] - 新西兰银行业向商业委员会申请联合谈判现金押运服务授权 旨在保障行业业务连续性[6]

交易终止 - 英国超市集团Sainsbury's终止与中国电商巨头京东关于出售Argos综合商品零售商的谈判 [1] 历史收购背景 - Sainsbury's于2016年以11亿英镑（14.9亿美元）收购Argos综合商品零售商 [1]

公司战略调整 - 英国超市集团J Sainsbury正与中国电商巨头京东就潜在出售其Argos百货业务进行讨论 [1] - 该谈判已由Sainsbury's在周六确认 [1] 业务结构优化 - 此次交易涉及Argos综合商品销售业务的处置 [1] - 该举措属于公司业务组合调整的一部分 [1]