快消品必须颠覆才能生存——百事、达能、联合利华正在迈出这一步

农食网2025-02-12

当前的财报季节充满挑战，食品快消行业的CEO们正应对前所未有的宏观经济波动。然而，当消费者需求逐渐趋向价值导向，美国消费行为结构发生变化，且关税问题影响不断加剧时，企业的前景愈加不明朗。在这种不确定的市场环境下，帝亚吉欧（Diageo）选择完全撤回其中期财务指导，而其全球烈酒同行保乐力加（Pernod Ricard）则因中国市场仍面临巨大挑战，提前发布了警告。糖果与零食行业的困境在糖果行业，创纪录...

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