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GF SEC: What are the highlights of the "new channels" for Snack Food in 2025?
The year 2025 will see the alternating resonance of "cost-effective channels" and "new channels" in the Snack Food sector.
GTJA: In 2025, attention will be on the structural dividends of Snack Food, especially the incremental benefits brought by channel transformation and supply chain optimization.
The three major logics of Snack Food in 2024 will be realized: the trend of raw material cost decline, optimization of supply chain capabilities driving the decrease in unit costs, and the release of scale effects of individual products driven by channel and category dividends.
GTJA's Consumer investment outlook for January 2025: The peak season is approaching, and improvement is expected.
It is expected that the consumption data in January will significantly improve due to a low base and the impact of the Chinese New Year being staggered. New channels and new categories resonate, accelerating innovation in Consumer.
You You Foods Redeems Wealth Management Funds Worth 50 Million Yuan
We Wouldn't Be Too Quick To Buy YouYou Foods Co., Ltd. (SHSE:603697) Before It Goes Ex-Dividend
GTJA: WeChat mini-stores "gifting" open new scenarios, with snacks and beauty products expected to benefit.
Referring to the rapid popularization of WeChat Pay after the introduction of WeChat red envelopes, the gifting function is expected to help open a new traffic entrance for the WeChat e-commerce system and assist in user conversion.
YouYou Foods' (SHSE:603697) Weak Earnings May Only Reveal A Part Of The Whole Picture
