The consumer goods sector diverged today: Muyuan Foods rose 4.3%, as the pork cycle narrative was revisited with some recent price recovery; Haitian Flavouring rose 0.3%, with weak consumer demand for seasonings but fundamentals providing support; Nongfu Spring fell 0.9%, as pressure from intensifying competition has not been fully digested; and Haidilao fell 2.5%, due to pressure on the dining-out consumption side. Data on average spending per customer and table turnover rate will need to wait for the Q2 earnings report to become clearer.