对于高度依赖合成色素的饮料、烘焙、糖果等出口品类而言，这无疑是一次紧迫的挑战——传统配方面临调整，研发成本随之攀升。这场由政策与健康意 识共同驱动的转型，正倒逼全球食品产业向上游创新，寻找更稳定、安全的天然着色方案。 目光转回国内，即便没有强制禁令，消费端日益高涨的"清洁标签"诉求，也已促使越来越多品牌主动拥抱天然成分，以期在市场竞争中赢得消费者的长 期信任。 关键词| 未来食品&农业 |生物合成色素 天然色素，正日渐高涨。 2025年4月，美国食品药品监督管理局（FDA）一纸禁令，计划将于 2026年底前 逐步淘汰包括柠檬黄（E102）在内的8种合成色素，这不仅为美国市 场按下了配方换代的加速键，也如同一块投入全球市场的石子，激起层层涟漪。 FDA宣布淘汰8种石油基合成色素 在敏锐感知的市场端，包括 卡夫亨氏、雀巢、玛氏、通用磨坊、百事可乐等 在内的大型食品饮料企业已启动大规模的配方调整，承诺逐步淘汰人工色 素。 各大食品饮料企业承诺逐步淘汰人工色素 一个明确的信号是，这是一场数十亿美元市场空白，推动全球天然食品色素市场从2025年的约20亿美元规模，以更高增速向2030年的40亿美元以上迅 猛扩张 。 随 ...

In late October, I upgraded General Mills, Inc. ( GIS ) to a buy rating. I expressed my belief that better days were ahead, as there were some signs of stabilization and the valuation was near multiyearI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. ...

US tomato-products firm Violet Foods has acquired the Muir Glen brand from General Mills. In a statement issued yesterday (27 January), Violet Foods, backed by private-equity firm Amphora Equity Partners, said the acquisition represents a “significant expansion” for the business. However, the company did not disclose the financial terms of the transaction. According to its website, Muir Glen produces a range of organic products, including canned and jarred tomatoes, pasta and pizza sauces, salsas and k ...

WILLIAMSTOWN, N.J.--(BUSINESS WIRE)--Violet Foods LLC, a leading manufacturer of pizza sauce, pasta sauce and other tomato products announced today it has acquired the Muir Glen brand of organic tomato products from General Mills, Inc. (NYSE: GIS). Financial terms of the deal were not disclosed. This acquisition marks a significant expansion for Violet Foods, which owns a portfolio of brands including Sclafani, Fattoria Fresca and Don Pepino -- the #1 pizza sauce brand in the Northeast. By integrating Muir ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Dive Brief: General Mills sold its Muir Glen brand of organic tomatoes to Violet Foods, a manufacturer of pizza sauce, pasta sauce and other tomato products owned by Amphora Equity Partners. Terms of the deal were not disclosed. The divestiture allows General Mills to shed a non-core brand to focus on its faster-growing snacks and pet food offerings. The sale follows th ...

公司概况与近期表现 - 通用磨坊是一家全球领先的包装食品公司，市值235亿美元，拥有包括Cheerios、Pillsbury、Blue Buffalo在内的多个标志性品牌，产品组合涵盖谷物、零食、酸奶、烘焙产品、冷冻餐食和宠物食品等 [1] - 在公布2026财年第二季度业绩后，公司股价于12月17日上涨了3.4% [5] - 过去一年，GIS股价下跌了25%，表现逊于同期上涨13.6%的标普500指数和上涨6.5%的必需消费品精选行业SPDR基金 [4] 财务业绩与市场预期 - 市场预计公司即将公布的2026财年第三季度每股收益为0.84美元，较上年同期的1美元下降16% [2] - 在过去的四个季度中，公司的每股收益均超过了分析师的预期 [2] - 对于整个2026财年，分析师预计每股收益约为3.65美元，较2025财年的4.21美元下降13.3% [3] - 预计2027财年每股收益将同比增长2.5%，达到3.74美元 [3] - 2026财年第二季度，公司营收约为49亿美元，同比下降7%，反映了需求疲软和产品组合调整，但调整后每股收益1.10美元超过了分析师预期 [5] 分析师观点与股价目标 - 华尔街对GIS持谨慎态度，整体评级为“持有” [6] - 在覆盖该股票的20位分析师中，3位建议“强力买入”，1位建议“适度买入”，13位建议“持有”，其余3位建议“强力卖出” [6] - 分析师给出的平均目标价为53.63美元，意味着较当前股价有20.5%的上涨潜力 [6]

Key Points The stocks listed below are high-yielding investments that can help diversify your portfolio. They have strong fundamentals and can be counted on to generate reliable dividend income. A couple of them also make for intriguing contrarian investments. 10 stocks we like better than United Parcel Service › A good way to put your money to work is to invest in some high-yielding dividend stocks. They can generate some extra cash for you that you can reinvest into stocks or simply help with y ...

服务与投资策略 - 投资服务专注于提供可持续的投资组合收入、分散化投资和通胀对冲机会[1] - 投资组合提供高达10%的股息收益率目标[2] - 投资研究覆盖房地产投资信托基金、交易所交易基金、封闭式基金、优先股以及各资产类别的股息冠军企业[2] 分析师背景与持仓 - 分析师拥有超过14年的投资经验并拥有金融工商管理硕士学位[2] - 分析师专注于具有防御性、中至长期投资视野的股票[2] - 分析师通过股票所有权、期权或其他衍生品对通用磨坊公司拥有有益的长期多头头寸[3]

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Value investing isn’t always popular, but can yield great returns with a little bit of time and patience. Such I find the case with many names in the consume ...

公司评级与目标价调整 - 德意志银行维持对通用磨坊的持有评级 同时将其目标价从50美元上调至51美元 此次调整基于公司第二财季业绩公告后的模型修订 [2] 第二财季财务业绩 - 第二财季净销售额同比下降7%至48.6亿美元 但仍超过分析师预期的47.8亿美元 [3] - 第二财季调整后每股收益为1.10美元 超过分析师预期的1.03美元 [3] - 公司确认其年度业绩指引 预计利润将下降10%至15% 有机净销售额预计在增长1%至下降1%的范围内 [3] 经营环境与业务表现 - 首席执行官指出 上半财年业务势头有所改善 但本季度经营环境动荡 [4] - 消费者持续选择在家就餐而非外出用餐 这支撑了对早餐谷物和食品储藏室基本产品的需求 帮助公司销售和利润超预期 [3] 公司背景与市场观点 - 通用磨坊是一家跨国食品包装公司 [5] - 该公司被列为2026年最值得购买的12支食品股之一 [1]