Author: Xiaoshidai Integration.
Today's takeaways
Luckin Coffee established a food company in Xiamen
Uni-President's instant noodle and beverage businesses have been growing and waning last year
Xiang Piaopiao reiterated that the outlets of ready-to-drink stores will not increase significantly in the short term
Hema Fresh plans to open 70 new stores
JD.com's revenue in 2023 will exceed one trillion yuan
Pringles is opening new plants in Asia and MexicoThe latest company news
Driven by the growth of beverages, the revenue of Uni-President Continent's business reached a new high
Today, Uni-President Central Control released its 2023 results. During the period, the company's earnings increased by 36% year-on-year4% to 166.7 billion yuan, revenue increased by 12% to 285900 million yuan, a record high, gross profit margin rose 15 percentage points to 305%。Last year, the revenue of the beverage business of Uni-President Central Control was 1777.6 billion yuan, a year-on-year increase of 84%。However, the revenue of the food business, which is mainly instant noodles, was 984.7 billion yuan, down 10 percent year-on-year6%。Unified Central Control said that it will take "seeking progress in stability, promoting stability with progress, and establishing first and then breaking" as the main tone of the economic work in the "Consumption Promotion Year" in 2024; We will continue to adapt to the changing needs of consumers and continue to provide consumers with products with safety, quality and innovation. (Company Announcement).
H&H expects high single-digit revenue growth last year
H&H Group announced yesterday that it is expected to achieve high-single-digit revenue growth in 2023, of which the ** nutrition and care products segment has achieved significant double-digit growth, but the revenue of the infant nutrition and care products segment has seen a low double-digit decline. In the face of an unfavorable market environment, it contained the decline in revenue of the infant formula segment to a mid-double-digit level, and achieved high single-digit year-on-year growth in infant probiotics and nutritional supplements. The Company also expects the adjusted comparable EBITDA to increase by a low double-digit percentage in FY2023 compared to 2022; Adjusted comparable net profit is expected to increase slightly from the previous fiscal year; The reported net profit is expected to decline by a single digit, mainly due to factors such as one-time inventory write-offs and provisions for imported infant formula goat milk powder series products that are still waiting for the approval of the new national standard. (Company Release).
Tang Binsen: I hope to connect with high-quality resources in various cities in Anhui
A few days ago, Tang Binsen, the founder of Yuanqi Forest, was invited to participate in the Anhui Provincial Symposium on Business Entrepreneurs in Beijing. Tang Binsen said that Yuanqi Forest attaches great importance to the Anhui market. Last year, Yuanqi Forest established an East China headquarters base in Hefei, which is responsible for sales in 20 provinces across the country and the retail business of vending machines nationwide, and has also reached a strategic cooperation with the College of Tea and Food Science and Technology of Anhui Agricultural University. Yuanqi Forest is also investing about 1 billion yuan to build a factory in Chuzhou, with an output of 33.2 million boxes and an output value of 6 in 2023300 million yuan. Tang Binsen pointed out that it is hoped that the Anhui Provincial Party Committee and the Provincial Party Committee will establish a bridge link, so that Anhui's high-quality raw material resources can be connected to Yuanqi Forest, and provide resource support for Yuanqi Forest's new product research and development and product upgrading and iteration. (Anhui **, released by the company).
Zhongxue's high advent product** is alleged to have dropped to 2$5
Today, the high price of Zhongxue has dropped from 60 yuan to 2The topic of 5 yuan appeared on Weibo's hot search. The reason is from the cover news report that the ** of Zhongxuegao ice cream on a shopping platform has dropped to a low level, and the expiring products are even as low as 25 yuan a piece. (Interface).
Xiang Piaopiao reiterated that the outlets of ready-to-drink stores will not increase significantly in the short term
Recently, in an institutional survey, the representative of Xiang Piaopiao said that the current number of ready-to-drink outlets is about 300,000, and in the short term, it will not pursue a substantial increase in the number of stores, but hopes to deepen the existing stores. In the future, with the improvement of the systematic operation capability of the company's ready-to-drink business, the coverage of ready-to-drink terminal outlets will be gradually increased. (Company Release).
Lindt said there would be more price increases in the future
A few days ago, Swiss chocolate giant Lindt & Sprüngli said that it will take further price increase actions this year to offset the record high cost of cocoa beans. Chief executive officer Adalbert Lechner said price increases were inevitable due to the operating environment and had largely been accepted by consumers. （justfood）
Investment and financing
Luckin Coffee established a food company in Xiamen
According to industrial and commercial data, a few days ago, Luckin Coffee Food (Xiamen)** was established with a registered capital of 500 million yuan and the legal representative Xia Wei. The company's business scope includes food production, food sales, beverage production, tea products production, grain processing food production, etc. According to shareholder information, the company is wholly owned by Luckin Chain Management (Xiamen). (Snack generation).
The Three Squirrels plan to promote the construction of five intensive bases
Recently, Everbright** analysts issued a report saying that in 2024, Three Squirrels will increase the category of daily sales products, accelerate the construction of terminal outlets, and improve the distribution rate of different modern channels such as KA, BC, CVS. etc. In addition, this year, the company plans to promote the construction of five intensive bases, and by expanding positions nationwide, the 2B end rate is expected to decrease. (Everbright**).
Yanjin Shop will build a digital e-commerce logistics center
Recently, Yanjin Shop said that it will build a leisure food innovation research and development center and a digital e-commerce logistics center, promote digital upgrading, and build a "lighthouse factory" as the goal to create a new quality productivity for leisure snacks. (E-commerce News).Pringles is opening new plants in Asia and Mexico
Speaking at a downtown event hosted by the Chicago Executive Club, Kellanov CEO Steve Cahillane yesterday said, "We're opening new factories in Asia and Mexico for every can of Pringles we can make." Cahillane said the company wants to invest in high-growth brands such as Pringles. (Bloomberg).R&D and innovation
Biostime joined hands with Northeast Agricultural University to establish Ruyuan Innovation Research Center
Yesterday, Biostime and the Milk Source Innovation Research Center of Northeast Agricultural University held a cooperation signing ceremony, and the two sides planned to cooperate to carry out Normandy milk testing and dairy innovation research. It is said that the cooperation aims to explore the differentiated advantages of the milk source of Normandy Panda Cow, the main milk source of Biostime, to help consumers understand the natural high-quality nutrients of Normandy rare milk source, and to accelerate the output of scientific research results of milk source. (Company Release).
McDonald's chocolate-flavored desserts are new online
Today, McDonald's announced on its official Weibo that chocolate-flavored desserts are new online, and a variety of chocolate desserts are back. The McDonald's Chocolate Collection now includes the Classic Brownie Flavor McCyclone, Chocolate Flavored Cone and Shinchi, and KitKat Chocolate Flavored Triangle Pie, all half price for the second serving. (Company Release).
Nestle tea is infused with new oil orange jasmine teaYesterday, Nestle Tea announced the launch of a new citrus jasmine tea. It is said that this new ready-to-drink tea is fresh jasmine with fresh oil and citrus juice, which is fragrant and tranquil, and relieves oiliness. (Company Release).
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Unilever updates its Climate Transition Action Plan
Today, Unilever CEO Hein Schumacher said that against the backdrop of extreme weather, slowing economic growth and growing discussions about how the world can transition to net zero, Unilever's response must be to continue to reduce emissions over 10 years while meeting consumer expectations. Over the past 3 years, Unilever's Climate Transition Action Plan (CTAP) has guided the company to take action across its operations and wider value chain. The updated CTAP will be submitted to shareholders again in May, including new targets for 2030 and 10 areas for action in the value chain, such as implementing the Business Climate Plan, reducing greenhouse gas-intensive formulations, embracing and promoting regenerative agriculture practices, and addressing emissions from operations and logistics. (Snack generation).
Internet+
Hema was exposed to be cleared and closed?Latest response!
At noon today, "Hema was exposed to be cleared and closed" rushed to the hot search. There are ** reports that the news of Hema withdrawal and closure of Hema in various places has been coming out in a steady stream, including the closure of 3 more stores in Wuhan in March. In response to this matter, Hema has just responded that due to the expiration of property contracts and the recession of individual shopping malls, in the first half of this year, Hema Xiansheng carried out the replacement of tail department stores normally, closed 6-7 stores nationwide, and looked for better properties nearby to undertake consumer demand. At the same time, more than 360 stores are operating normally. Hema also said that Hema Fresh plans to open 70 new stores this year, and the number of Hema Fresh stores is expected to exceed 400 within the year. (Beiqing Net).
JD.com's revenue in 2023 will exceed one trillion yuan
Today, JD.com announced its fourth quarter and full year 2023 results. Last year, JD.com's annual revenue reached 1,084.7 billion yuan, a year-on-year increase of 37%；Among them, the revenue in the fourth quarter reached 306.1 billion yuan, a year-on-year increase of 36%。The net profit of non-GAAP for the year was 35.2 billion yuan, a year-on-year increase of 247%。The number of third-party merchants increased by 188% year-on-year in 2023, and the number of new merchants increased by 4% year-on-year in one year3 times. Xu Ran, CEO of JD.com, said: "JD.com's proactive adjustment measures have paid off, and the clear and firm strategic focus on user experience, competitiveness and platform ecology has brought us deeper and more frequent user engagement, as well as a healthier user growth trend. (Company Release).
ByteDance opened a new round of option repurchases
Yesterday, according to the information, ByteDance will open a new round of option buybacks. The buyback** will be $170 per share for current employees and $145 per share for departing employees. Since 2017, ByteDance has provided employees with option repurchase opportunities to meet their monetization needs. Usually, it provides employees with two rounds of option repurchase opportunities every year, once in the first half of the year and once in the second half of the year, and each time there is a certain adjustment. (Interface).