ChinaAMC CSI Food & Beverage Sub-Industry ETF

East Dragon Beverage Plans to Spend Nearly 100 Million Yuan to Repurchase 709,151 A-Shares

Dongpeng Beverage Sees Revenue Growth But Stock Plummets

Eastjoy Beverage has not yet repurchased shares in A-share market

President of Eastmate Beverage Answers Investors' Questions on Growth Strategies and Market Prospects

WLY released FY2026 Q1 earnings on April 30 After-Market (BJT), actual revenue CNY 22.84 B (forecast CNY 26.9 B), actual EPS CNY 2.0772 (forecast CNY 2.885)

Eastjoy Beverage's net profit grew by 28.31% in Q1 2026

EASTROC BEVERAGE released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 5.888 B (forecast CNY 6 B), actual EPS CNY 2.3563 (forecast CNY 2.2831)

YILI released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 115.93 B (forecast CNY 117.34 B), actual EPS CNY 1.83 (forecast CNY 1.746)

SHANXI FEN WINE released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 14.92 B (forecast CNY 15.85 B), actual EPS CNY 4.41 (forecast CNY 4.2)

YILI released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 34.82 B (forecast CNY 34.37 B), actual EPS CNY 0.85 (forecast CNY 0.835)

YILI released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 25.37 B (forecast CNY 26.4 B), actual EPS CNY 0.1801 (forecast CNY 0.1389)

LZLJ released FY2025 Q4 earnings on April 28 (BJT), actual revenue CNY 2.604 B (forecast CNY 3.994 B), actual EPS CNY 0.0464 (forecast CNY 0.9655)

LZLJ released FY2025 annual earnings on April 28 (BJT), actual revenue CNY 25.73 B (forecast CNY 28.09 B), actual EPS CNY 7.36 (forecast CNY 8.0818)

WLY released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 40.53 B (forecast CNY 76.06 B), actual EPS CNY 2.3068 (forecast CNY 6.722)

WLY released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY -20.42 B (forecast CNY 12.04 B), actual EPS CNY -3.2344 (forecast CNY 1.0444)

King’s Luck released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 1.3 B (forecast CNY 1.295 B), actual EPS CNY 0.0438 (forecast CNY 0.2)

King’s Luck released FY2025 annual earnings on April 28 After-Market BJT, actual revenue CNY 10.18 B (forecast CNY 10.16 B), actual EPS CNY 2.0883 (forecast CNY 2.1614)

LZLJ released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 8.025 B (forecast CNY 7.949 B), actual EPS CNY 2.52 (forecast CNY 2.78)

King’s Luck released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 4.322 B (forecast CNY 4.589 B), actual EPS CNY 1.1108 (forecast CNY 1.09)

Yanghe released FY2025 earnings on April 27 During-Market (BJT), actual revenue CNY 19.21 B (forecast CNY 20.15 B), actual EPS CNY 1.4644 (forecast CNY 2.4192)

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Hany Arram, Country Manager of Bel Egypt, highlighted the company's 28-year presence in Egypt during the 9th edition of "The Marketers League." He emphasized innovation as a growth driver, with new products like white cheese and Turkish labneh. The "Brighter Future" initiative aims to employ 1,500 youth from care institutions. Arram noted the importance of supporting local suppliers and launched the "Inaya" program for health insurance. The company focuses on positive nutrition and competitive pricing, ensuring accessibility to quality products despite economic challenges.

Zawya

First Trust NASDAQ Food & Beverage

Tianhong CSI Food and Beverage ETF

VanEck Agribusiness ETF

Hwabao WP CSI Food & Beverage Sub-Industry ETF

China Merchants Guozheng Food and Beverage ETF

ZAWYA: Hany Arram during his participation in the 9th edition of “The Marketers League” at the Grand Egyptian Museum

Consumer Staples Are Losing Their Safe-Haven Status. Here's Why.

Barchart Option

VanEck Retail ETF

VG Consumer Stap

SPDR S&P Retail ETF

iShares US Consumer Staples ETF

ISHRS S&Pp Glb Cons Staple

Invesco Food & Beverage ETF

Fidelity MSCI Consumer Staples Index

Yinhua CSI Food & Beverage Sub-Industry Theme ETF

SPDR FD Consumer Staples

Consumer Staples Are Losing Their Safe-Haven Status. Here's Why.

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Guotai Haitong analyst maintained a Buy rating on Uni-President China Holdings yesterday and set a price target of HK$10.99.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for Uni-President China Holdings with a HK$9.87 average price target.

Tip Ranks

U-PRESID CHINA

GTHT

Guotai Haitong

T. Rowe Price Intl Equity Research ETF

Uni-President China Holdings (UNPSF) Receives a Buy from Guotai Haitong

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YUM China Holdings, Inc. and The Carlyle Group intend to acquire the restaurant business under Jardine Matheson, primarily operating KFC and Pizza Hut in the Hong Kong, Macau, and Taiwan regions. The business is valued at approximately $400 million, operating around 1,000 stores, with an annual EBITDA of about $35 million to $40 million. Non-binding bids will close this week, with other bidders including Uni-President Enterprises and several private equity firms

BambooWorks

YUM CHINA

YUM China

Carlyle

McDonald's

Yum! Brands

Brief News: YUM CHINA plans to acquire the operator of KFC and Pizza Hut in Hong Kong, Macau, and Taiwan

Agthia Group PJSC reported a 12.5% increase in net profit for Q1 2026, reaching AED 96.9 million. Net revenue rose 3.3% to AED 1.3 billion, and EBITDA grew 4.1% to AED 193.3 million. The results reflect strong execution in core segments and progress in transformation projects. Key growth drivers included Water & Food, with a notable 22.5% increase in e-commerce revenue, now 7.2% of total revenue. The Group's leadership emphasized resilience and strategic focus in navigating a complex operating environment.

Agthia Group reports 12.5% net profit growth

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Five of the seven beer companies listed in mainland China reported increased gross profit margins in Q1, driven by a shift towards high-end products. The combined net profit for these companies reached CNY2.6 billion (USD390 million), a 6.1% year-on-year increase. Notably, Tsingtao Brewery's net profit rose 5.2% to CNY1.8 billion, while Yanjing Brewery saw a 60.2% surge to CNY265 million. Despite these gains, beer production in China has declined for two consecutive years, prompting companies to focus on off-premises sales and product upgrades.

Yicai

Yanjing Brewery

Tsingtao Brewery

TSINGTAO BREW

Penghua CSI Alcoholic Drink ETF

China Merchants CSI Liquor Index Fund-A

Premium Beer Strategy Swells Profit Margins at Chinese Brewers

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Jefferies reported that BUD APACachieved a normalized EBITDA of USD463 million in Q1, exceeding expectations by 2%. Strong sales in eastern APAC, particularly in India, contributed to a 3% sales increase. However, revenue in China fell 4% due to increased investments, with a 1.5% decline in sales volume. Despite a 10.9% YoY drop in normalized EBITDA, management noted a slight improvement in the China market. Jefferies maintains a target price of HKD9.4 and a Buy rating.

AASTOCKS News

BUD APAC

Jefferies Financial

Jefferies: BUD APAC  1Q Normalized EBITDA Beats; Strong India Sales

CLSA's report on BUD APACindicates a narrowing 1.5% decline in China's sales volume in 1Q, with overall organic revenue down 0.7% YoY, slightly better than expectations. Revenue rose 2.2% YoY to USD 1.493 billion, exceeding forecasts. Normalized EBITDA fell 4.5% YoY to USD 463 million, while net profit decreased 3.4% YoY to USD 226 million, both surpassing market expectations. CLSA maintains an Outperform rating with a target price of HKD 9.

CLSA: BUD APAC  1Q China Volume Decline Narrows, Rating Outperform

Gosset, the oldest Champagne house, presents the Célébris Rosé 2009, a unique prestige rosé that defies typical flavor profiles. Sourced from 99% external grapes, the wine reflects a commitment to quality and tradition, with a focus on flavor over production targets. The 2009 vintage, marked by warmth, showcases a blend of 70% Chardonnay and 30% Pinot Noir, crafted to be dry and elegant. Gosset's decision to release this wine exclusively as a rosé highlights its dedication to representing its distinctive style.

FiNews

Jauch's Selection: A Rosé Built for the Table

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CIADY

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CLSA's report indicates that raw milk prices in China are set to rebound in the second half of 2026 due to easing overcapacity and stabilizing demand. MENGNIU DAIRY is highlighted as a key beneficiary due to its strong control over upstream resources and high exposure to liquid milk. The report maintains a High-Conviction Outperform rating for MENGNIU with a target price of HKD21.1, while also favoring YILI for its diversified business and dividend payout.

MENGNIU DAIRY

Mengniu Dairy

YILI

CLSA: MENGNIU DAIRY  Main Beneficiary of Raw Milk Price Rebound

ChinaAMC CSI Food & Beverage Sub-Industry ETF(515170.SH)

ZAWYA: Hany Arram during his participation in the 9th edition of “The Marketers League” at the Grand Egyptian Museum

Consumer Staples Are Losing Their Safe-Haven Status. Here's Why.

Uni-President China Holdings (UNPSF) Receives a Buy from Guotai Haitong

Brief News: YUM CHINA plans to acquire the operator of KFC and Pizza Hut in Hong Kong, Macau, and Taiwan

Agthia Group reports 12.5% net profit growth

Premium Beer Strategy Swells Profit Margins at Chinese Brewers

Jefferies: BUD APAC 1Q Normalized EBITDA Beats; Strong India Sales

CLSA: BUD APAC 1Q China Volume Decline Narrows, Rating Outperform

Jauch's Selection: A Rosé Built for the Table

CLSA: MENGNIU DAIRY Main Beneficiary of Raw Milk Price Rebound