Eastroc Beverage(605499) 36氪·2025-04-20 10:18Group 1: Hermès Performance in China - Hermès reported a revenue of €4.129 billion for Q1 2025, with a year-on-year growth of 9% at current exchange rates and 7% at constant exchange rates [1] - The Asian market (excluding Japan) saw only a 1.2% growth to €1.97 billion, primarily due to sluggish luxury goods consumption in China and decreased foot traffic [1] - Japan showed the strongest performance with a 17% increase to €420 million, while other regions like France and the Americas also experienced significant growth [1] Group 2: Liuliu Fruit Garden IPO - Liuliu Fruit Garden has submitted an application for an IPO on the Hong Kong Stock Exchange, focusing on the development, production, and sales of specialty fruit snacks [2] - The company reported total revenues of ¥1.174 billion, ¥1.322 billion, and ¥1.616 billion for 2022 to 2024, with corresponding net profits of approximately ¥68 million, ¥99 million, and ¥148 million [2] - The main products include dried plums and other fruit snacks, with significant marketing and advertising expenditures totaling ¥428 million over three years [2] Group 3: Dongpeng Beverage Growth - Dongpeng Beverage's Q1 2025 revenue reached ¥4.848 billion, marking a year-on-year increase of 39.23%, with net profit at ¥980 million, up 47.62% [3] - Energy drinks remain the core business, contributing ¥3.9 billion, or 80.5% of total revenue, while electrolyte drinks also saw rapid growth [3] - The Guangdong region generated the highest revenue at ¥1.125 billion, followed by North China at ¥746 million [3] Group 4: Erdos Clothing Business - Erdos reported a total revenue of ¥28.403 billion for 2024, a decline of 7.04%, with a net profit of ¥1.847 billion, down 36.39% [4] - The clothing segment achieved a revenue of ¥4.018 billion, reflecting a growth of 6.99% [4] - The company operates four major brands and has a total of 953 stores, including 582 direct-operated and 371 dealer stores [4] Group 5: Wanchen Group's Snack Revenue - Wanchen Group, owner of the Haoxianglai snack brand, reported a revenue of ¥31.79 billion for 2024, a year-on-year increase of 262.94% [5] - The company added 9,776 new stores, ending the period with 14,196 stores after accounting for closures [5] - The company aims to expand into emerging markets while maintaining high sales turnover [5] Group 6: Moncler Performance - Moncler reported a revenue of €829 million for Q1 2025, a year-on-year growth of 1%, driven by strong demand in Asia [6] - The Moncler brand saw a 2% increase in sales to €721.8 million, while Stone Island experienced a 5% decline [6] - The Asian market, particularly Japan, showed significant growth, while other regions faced slight declines [6] Group 7: Nestlé Coffee Innovations - Nestlé Coffee announced the launch of several new products, including an upgraded classic 1+2 formula and various ready-to-drink coffee options [7] Group 8: Keep's Traditional Sports Initiative - Keep launched its first short film series focusing on traditional sports, highlighting the story of a female Wing Chun practitioner [12] - The initiative aims to promote the charm of traditional martial arts and engage the younger generation [12] Group 9: Lawson's Expansion Plans - Lawson plans to double its overseas store count to 14,000 by February 2031, focusing on the Asian market to meet rising middle-class demand [18] - The company aims to achieve this through direct operations and partnerships with local retailers [18]