一直觉得像伊利这样具有品牌优势的快消品公司,是a股中少数具有投资价值的标的。
但是看到美国乳品巨头迪恩食品的破产,一家近百年的公司,由于沃尔玛和好市多等零售巨头,对渠道的日益垄断,及销售自有贴牌乳制品,导致像迪恩这样的乳品巨头都丧失了定...查看全文
青蛙传奇2023-04-03 10:08
企业发展兴衰的原因仁者见仁,智者见智;将来能够对伊利形成威胁的竞争对手说是农夫山泉之类的见解,实在是难以认同,因为别的品类销售渠道再强,一般不会影响到另一个品类。
其实对企业的发展分析上,普通投资者天然不具备优势,避免投资迪恩食品{迪...查看全文
拉拉被柚子割2023-04-02 23:11
回复@闪电考拉: “卖奶是不赚钱的”,液态奶是一个很差的生意,你越专注在这个上面,越专注在所谓白奶,尤其低温鲜奶上面,实际上就离死越来越近。迪恩食品破产前一年的2018年,大家知道什么费用最高么?是运输费用,运输费用当年的金额是迪恩食品成立以来90多年的单年最高值。为什么会有这么高的...查看全文
闪电考拉2023-04-02 21:45
被强大的渠道商压迫只是表面原因,专注于低温奶是迪恩食品倒闭的主要原因。低温奶本身是没有什么差异化的,消费者基本上就是什么奶便宜买什么。去美国玩过的都知道,鲜奶便宜的可以当水喝。这种同质化的商品,最后肯定是渠道商零售商直接和产地奶农对接贴牌最便宜。
奶企要活下来,只能向植物...查看全文
$迪恩食品(DF)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2019-02-11 AccNo: 0000932471-19-005307 Size: 34 KB 网页链接
$迪恩食品(DF)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2019-02-08 AccNo: 0001258897-19-001379 Size: 53 KB 网页链接
$迪恩食品(DF)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2019-01-28 AccNo: 0000215457-19-001538 Size: 13 KB 网页链接
$迪恩食品(DF)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2019-01-28 AccNo: 0000215457-19-001538 Size: 13 KB 网页链接
$迪恩食品(DF)$ 8-K - Current report Filed: 2019-01-24 AccNo: 0001104659-19-003165 Size: 122 KBItem 1.01: Entry into a Material Definitive AgreementItem 9.01: Financial Statements and Exhibits 网页链接
$迪恩食品(DF)$ 8-K - Current report Filed: 2019-01-17 AccNo: 0001104659-19-002314 Size: 145 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain OfficersItem 9.01: Financial State...
$迪恩食品(DF)$ 内部交易: 2019-01-05,SVP, Finance & CAO,VOPNI SCOTT K ,期权,11655普通股, $0.00
$Dean Foods Company(DF)$ 8-K - Current report Filed: 2018-11-14 AccNo: 0001104659-18-068500 Size: 26 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers 网页链接
$Dean Foods Company(DF)$ 内部交易: 2018-11-10,Director,McCluskey Helen ,期权,295普通股, $0.00
$Dean Foods Company(DF)$ 内部交易: 2018-11-10,Director,Owens B Craig ,期权,295普通股, $0.00