🔥 Goldman Sachs BOMBSHELL: Bubble Tea Impact Only 2.8%! Beverage Stocks See 13% Cost Plunge, These Giants Set to Explode

Goldman Sachs' latest research shatters market perception: fresh-made drinks impact on RTD beverages is merely 2.8%, far below expectations! PET prices crash 13%, sugar prices drop 7%, with unit cost decline revised up to 6.3%. China Resources Beverage and Eastroc expected to see gross margin expansion of 2.8 and 2.3 percentage points respectively. Sugar-free drinks and functional beverages in upward cycle, with Eastroc's Hydration product hitting RMB 1.5B in sales. Goldman calls China beverage sector the most favored sub-industry in staples, with cost tailwinds continuing into H2.

Om Podcasten

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.