Food Retail
Search documents
县城零食店,赚谁的钱?
3 6 Ke· 2026-02-26 10:14
年味儿渐渐淡去,北漂沪漂们拖着行李箱回到熟悉的大城市,心里却总萦绕着一个挥之不去的疑惑。这趟回家,最让人看不懂的,是老家街头那场悄无声 息的"零食店革命"。 记忆里,县城最繁华的十字路口,从来都是国外快餐品牌的天下,麦当劳、肯德基的招牌一立,就是整条街的流量中心。那些曾经的黄金地段,早已被清 一色的零食店取而代之。一条不过几百米的街道,密密麻麻挤着三四家甚至五六家,不光有大城市青年或多或少听过的赵一鸣,还有一大堆连名字都叫不 上来的本地品牌,清一色的红底白字门头,字体加粗、设计简单,和蜜雪冰城的下沉风格如出一辙,仿佛批量复制粘贴而来。 忍不住推门进去逛了逛,货架从地面堆到屋顶,塞满了各种叫不出名字的零食牌子,既有散装的饼干糖果,也有包装精致的网红小吃,还有各类酒水饮 料,种类多到让人眼花缭乱。可说实话,逛完一圈并没有觉得有多便宜,没有那种蜜雪冰城4块钱一杯柠檬水带来的灵魂冲击,大多是比超市便宜几毛 钱,或是一些小众品牌的平价单品,性价比算不上惊艳。 01 单独卖零食的店,真的有那么强的刚需吗? 要说消费者层面的刚需,其实藏在县城的消费场景里。对大城市的年轻人来说,超市、便利店、线上电商随处可见,零食种类应有尽 ...
惠州3批次食品抽检不合格,涉及腊肉、橙子、奶角蛋糕
Nan Fang Du Shi Bao· 2026-02-25 05:10
针对抽检发现的不合格食品,属地市场监管部门已依法开展核查处置工作。 惠州市市场监督管理局提醒广大消费者,如发现食品安全违法行为,可拨打 "12345" 或 "12315" 热线进 行投诉举报。 日前,惠州市市场监督管理局发布2026年第2期食品安全监督抽检信息。本次抽检了472批次食品,检出 3批次不合格产品,涉及腊肉、橙子、奶角蛋糕,相关部门已开展核查处置工作。 本次抽检覆盖了水果、肉制品、糕点等品类,其中:惠州市佳亿和超市管理有限公司销售的橙子 (橙),检出联苯菊酯不符合食品安全国家标准规定;惠州市惠城区宝乐乐超市(个体工商户)销售的 精品五花腊肉,检出亚硝酸盐(以亚硝酸钠计)不符合食品安全国家标准规定;惠州大亚湾建来鑫峰百 货店销售的奶角蛋糕,检出菌落总数不符合食品安全国家标准规定。 ...
Brazil hails zero US tariff on aircraft exports
Reuters· 2026-02-24 22:35
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv February 24, 202610:35 PM UTCUpdated ago By Reuters Brazil hails zero US tariff on aircraft exports An airplane adorns the roof at Embraer headquarters and aircraft factory in Sao Jose dos Campos, Brazil July 16, 2025. REUTERS/Roosevelt Cassio/File Photo Purchase Licensing Rights, opens new tab BRASILIA, Feb 24 (Reuters) - Brazil's government on Tuesday welcomed a decision by Washington to all ...
当 AI 威胁护城河(三):下一个风险点-When AI threatens the moat #3 - The next shoes to drop
2026-02-24 14:16
17 February 2026 Midcap Research When AI threatens the moat #3 - The next shoes to drop Marie Line Fort +33 1 42 13 85 21 marie-line.fort@bernsteinsg.com Philippe Lorrain +33 1 42 14 75 16 philippe.lorrain@bernsteinsg.com Flavien Baudemont +33 1 42 14 81 51 flavien.baudemont@bernsteinsg.com Derric Marcon +33 1 58 98 06 30 derric.marcon@bernsteinsg.com Harry Martin, CFA +44 20 7676 8965 harry.martin@bernsteinsg.com William Woods +44 20 7676 6806 william.woods@bernsteinsg.com Richard Nguyen +33 1 42 13 54 22 ...
Loblaw to invest C$2.4bn in Canada retail expansion in 2026
Yahoo Finance· 2026-02-24 09:30
Core Insights - Loblaw Companies plans to invest C$2.4 billion ($1.75 billion) in Canada in 2026 to expand and refurbish its store network, enhance supply chain capacity, and support job creation nationwide [1][4] - The investment will include the opening of 70 new outlets and upgrades at 191 existing locations, aiming to improve access to retail and healthcare services for Canadians [1][3] Investment Details - The investment will create approximately 9,700 jobs across retail and construction sectors [2] - Specific regional impacts include the addition of four stores and over 600 jobs in Eastern Canada, 15 stores and more than 1,985 jobs in Quebec, and 27 stores and 3,775 jobs in Ontario [2][3] Strategic Goals - This investment marks the second phase of Loblaw's plan to invest C$10 billion in Canadian communities by 2030, building on over C$8 billion already invested since 2020 [4] - The company aims to enhance the affordability and accessibility of food and healthcare services, addressing pressures faced by Canadians [3][5]
Loblaw to invest $2.4 billion in the Canadian economy in 2026, with plans to build 70 new stores and create well over 9,000 jobs
Globenewswire· 2026-02-23 12:00
The investment is part of a 5-year plan to invest $10 billion in Canadian communities by 2030BRAMPTON, Ontario, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Today, Loblaw Companies Limited (TSX: L, “Loblaw” or the “Company”), Canada’s food and pharmacy leader, announced that it will spend $2.4 billion in 2026 to expand and renovate its store network, enhance its supply chain capabilities, and create jobs for people all across Canada. At a time when Canadians are struggling with affordability and access to healthcare s ...
毕节市开展春节前重要民生商品市场巡查
Sou Hu Cai Jing· 2026-02-20 11:05
Group 1 - The core viewpoint of the article emphasizes the efforts made by the Bijie City Development and Reform Commission to ensure the supply and price stability of essential goods during the 2026 Spring Festival, aiming to provide a joyful and harmonious celebration for the citizens [1] Group 2 - The market inspection involved on-site price inquiries and ledger reviews to understand the supply organization, inventory, external adjustments, emergency replenishments, and price fluctuations, guiding businesses to increase stock and optimize supply categories [3] - According to the on-site inspections and price monitoring data, essential goods in Bijie City are reported to be sufficiently supplied, with a rich variety, smooth supply channels, and overall stable prices, indicating an orderly market operation during the Spring Festival [3] - The Bijie City Development and Reform Commission plans to continue monitoring and regulating the prices of essential goods, conducting holiday price analysis, and guiding local districts to carry out market inspections to address any anomalies promptly [3]
Sprouts Farmers Market(SFM) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Financial Data and Key Metrics Changes - In Q4, total sales reached $2.1 billion, an increase of $152 million or 8% year-over-year, driven by a 1.6% increase in comparable store sales and strong new store performance [9][11] - For fiscal year 2025, total sales increased nearly 14% to $8.8 billion, with comparable store sales growth of 7.3% [11][12] - Gross margin for Q4 was 38.0%, a decrease of 10 basis points compared to the same period last year, while for the full year, gross margin was 38.8%, an increase of 70 basis points [10][12] - Net income for Q4 was $90 million, with diluted earnings per share of $0.92, a 16% increase year-over-year; for the full year, net income was $524 million, with diluted earnings per share of $5.31, a 42% increase [11][13] Business Line Data and Key Metrics Changes - E-commerce sales grew 15%, representing approximately 15.5% of total sales for Q4 [9] - Sprouts Brand products accounted for nearly 26% of total sales for the quarter, with over 7,000 new items introduced, including more than 600 new products under the Sprouts Brand [5][9] Market Data and Key Metrics Changes - The macro environment remains uneven, with consumers increasingly focused on value, impacting transaction counts and customer behavior [7][14] - The health and wellness landscape continues to evolve, with customers seeking innovation, quality, and transparency while being value-conscious [7] Company Strategy and Development Direction - The company is focused on leveraging operational strengths and advancing customer engagement, real estate, and supply chain initiatives, along with targeted investments in talent and technology [20][21] - The loyalty program launched last year exceeded sign-up expectations and is expected to drive behavioral shifts over time [20][21] - The company plans to open at least 40 new stores in 2026, with a robust pipeline of over 140 approved locations [15][25] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that 2026 will be a challenging year as the company faces tough comparisons from previous growth [7][15] - The company is committed to addressing affordability challenges for customers and is exploring various pricing and promotional strategies [32][78] - Management remains confident in the long-term potential of the company and its ability to reaccelerate growth despite current challenges [19][20] Other Important Information - The company generated $716 million in operating cash flow, enabling self-funding of capital expenditures of $224 million [13][14] - The company returned $472 million to shareholders through share repurchases and has $836 million remaining under its share repurchase authorization [14] Q&A Session Summary Question: Current comp momentum and affordability investments - Management noted that the uncertain macro environment and tough lapping are affecting current comp momentum, and they are exploring options for pricing and promotions to support customers [31][32] Question: Traffic versus ticket contributions to comp guidance - Management indicated slight pressure on traffic but expects sequential improvement as the year progresses, with confidence in new store performance and innovation driving growth [40][41] Question: Share of wallet and competitive landscape - Management reported that share of wallet remains flat, with no significant declines, and emphasized the importance of innovation and differentiation in maintaining customer loyalty [62][64] Question: Shrink and margin pressures - Management acknowledged that shrink pressures are expected to be stable, with ongoing investments in inventory management to mitigate challenges [70] Question: Gross margin assumptions for 2026 - Management indicated that the first half of 2026 will face margin pressure due to fixed cost deleverage and the loyalty program, but expects stabilization in the second half [72][74]
Sprouts Farmers Market Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2026-02-19 15:45
Core Viewpoint - Sprouts Farmers Market is expected to report an increase in quarterly earnings and revenue for the fourth quarter compared to the previous year [1][2]. Earnings Expectations - The company is anticipated to report earnings of 89 cents per share for the fourth quarter, an increase from 79 cents per share in the same period last year [1]. - The consensus estimate for quarterly revenue is $2.15 billion, up from $2 billion a year earlier [1]. Recent Performance - On October 29, Sprouts Farmers Market reported third-quarter sales results that were worse than expected and provided fourth-quarter adjusted EPS guidance below estimates [2]. - Following the report, the company's shares gained 0.2%, closing at $67.67 [2]. Analyst Ratings - Analysts have been evaluating Sprouts Farmers Market's stock, with recent ratings available for those considering investment [3].
Why Sprouts Farmers Market (SFM) is One of the Best Natural and Organic Food Stocks to Buy Now
Yahoo Finance· 2026-02-19 14:49
Sprouts Farmers Market, Inc. (NASDAQ:SFM) is one of the best natural and organic food stocks to buy now. On February 12, Wells Fargo adjusted the price target on Sprouts Farmers Market, Inc. (NASDAQ:SFM) to $110 from $135 while maintaining an Overweight rating on the shares. The firm told investors that the setup into the print appears mixed, with fiscal Q4 results likely to be in line in a backdrop where the firm expects a below Street FY26 guide with soft first half of the year same-store sales lingering ...