Workflow
Food Manufacturing
icon
搜索文档
Simply Good Foods Is Experiencing Temporary Headwinds
Seeking Alpha· 2025-10-29 17:17
Simply Good Foods (NASDAQ: SMPL ) could be a bargain right now because of short-term weakness. Simply Good’s stock price fell sharply on October 23 after it provided weak overall guidance for 2026. But it’s worth considering this company’s brand-level performance as wellI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retai ...
Here's why Oreo maker Mondelez gave Wall Street a cloudier outlook for the year
MarketWatch· 2025-10-29 05:56
Mondelez International Inc., the maker of Oreo cookies, Ritz crackers and Sour Patch Kids candy, said late Tuesday it reached "peak costs†and dialed down its expectations for the year. ...
Mondelēz International Reports Q3 2025 Results
Globenewswire· 2025-10-29 04:05
核心财务表现 - 第三季度净收入增长5.9%至97.44亿美元,有机净收入增长3.4% [1][3] - 摊薄后每股收益下降9.5%至0.57美元,调整后每股收益为0.73美元,按固定汇率计算下降24.2% [1][4] - 年初至今经营活动产生现金流21亿美元,自由现金流12亿美元 [1] - 前九个月向股东返还资本37亿美元 [1] 区域业绩分析 - 欧洲市场表现强劲,第三季度净收入增长10.6%,有机净收入增长5.1% [3] - 亚洲、中东和非洲市场净收入增长9.0%,有机净收入增长5.3% [3] - 拉丁美洲市场净收入增长2.8%,有机净收入增长4.7% [3] - 北美市场净收入下降0.4%,有机净收入下降0.3% [3] - 新兴市场净收入增长9.9%,有机净收入增长7.1% [3] - 发达市场净收入增长3.3%,有机净收入增长1.2% [3] 盈利能力指标 - 第三季度毛利润下降12.9%至26.12亿美元,毛利率下降580个基点至26.8% [4] - 调整后毛利润下降20.5%,调整后毛利率下降1010个基点至30.4% [4] - 营业利润下降35.5%至7.44亿美元,营业利润率下降490个基点至7.6% [4] - 调整后营业利润下降32.6%,调整后营业利润率下降690个基点至12.0% [4] 管理层评论与展望 - 公司管理层指出尽管面临创纪录的可可成本通胀,仍实现了稳健的营收增长 [2] - 预计近期可可价格将有所缓和,秋季可可作物前景良好 [2] - 公司将重点执行销量改善计划,增加增长投资并推动成本效率 [2] - 更新2025年展望,预计有机净收入增长4%以上,调整后每股收益按固定汇率计算下降约15% [7] - 继续预期2025年自由现金流达到30亿美元以上 [7] 收入驱动因素 - 有机净收入增长主要由更高的净定价推动,部分被不利的量/组合抵消 [5] - 定价贡献8.0个百分点,量/组合拖累4.6个百分点 [3] - 汇率变动和收购Evirth带来增量净收入 [5] 现金流与资本结构 - 前九个月经营活动现金流21.17亿美元,投资活动现金流使用9.30亿美元,融资活动现金流使用13.46亿美元 [27] - 总债务从177.49亿美元增至213.22亿美元,净债务增加35.57亿美元至199.55亿美元 [25] - 现金及现金 equivalents 从13.51亿美元增至13.67亿美元 [25]
What to Expect From Hormel Foods' Q4 2025 Earnings Report
Yahoo Finance· 2025-10-28 21:43
With a market cap of $13.1 billion, Hormel Foods Corporation (HRL) is a leading global manufacturer and marketer of meat and food products. With iconic brands like SKIPPY™, SPAM™, Hormel™, and Planters™, the company offers a wide range of perishable and shelf-stable products across retail, foodservice, and international markets. The Austin, Minnesota-based company is expected to announce its fiscal Q4 2025 results soon. Ahead of this event, analysts expect Hormel Foods to report an adjusted EPS of $0.38, ...
海天味业(603288) - 海天味业2025年第三季度主要经营数据公告
2025-10-28 18:52
证券代码:603288 证券简称:海天味业 公告编号:2025-050 佛山市海天调味食品股份有限公司 2025 年第三季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》 第十四号—食品制造的相关规定,现将佛山市海天调味食品股份有限公司 2025 年前三季度主要经营数据(未经审计)公告如下: 单位:家 单位:元 币种:人民币 | 渠道 | 年前三季度收入 2025 | 年前三季度收入 2024 | 同比变动 | | --- | --- | --- | --- | | 线下渠道 | 19,360,032,582.48 | 18,023,236,586.07 | 7.42% | | 线上渠道 | 1,244,929,130.39 | 942,348,760.74 | 32.11% | | 小计 | 20,604,961,712.87 | 18,965,585,346.81 | 8.64% | | | | 单位:元 | 币种:人民币 | | -- ...
Orkla to close Dragsbaek pasta factory in Denmark
Yahoo Finance· 2025-10-27 21:43
工厂关闭与生产调整 - 食品巨头Orkla计划于明年年初关闭其位于丹麦Skovlund的一家意大利面工厂[1] - 该工厂为小型生产基地 目前仅生产Orkla旗下Dragsbæk品牌的产品[1] - 生产基地雇佣约20名员工 公司将协助员工寻找新工作[1] 业务重组与供应链变化 - Dragsbæk品牌决定将生产转移至他处 Orkla丹麦的其他所有生产照常进行[2] - 此前在Skovlund工厂生产的产品将转为通过外部合作伙伴采购[3] - Dragsbæk品牌自身生产设置不受影响 在丹麦日德兰半岛继续运营四家工厂[3] 公司其他资本运作 - Orkla印度子公司已获得监管批准 将在国内交易所启动首次公开募股[4] - 公司今年早些时候出售了其所持丹麦功能性口香糖初创公司Eace Gum的49%股份[4] - Orkla于2021年首次投资Eace Gum 当时持股30%[4]
Australia’s Spring Gully Foods enters administration again
Yahoo Finance· 2025-10-27 21:38
公司基本情况 - 澳大利亚调味品制造商Spring Gully Foods已进入破产管理程序 导致34名员工失业 [1] - 公司由第四代家族成员Russell Webb、Kevin Webb和Tegan Hack领导 拥有近80年运营历史 [1] - 公司以酱料、开胃小菜、腌洋葱和酸黄瓜闻名 [1] 财务状况与债务 - 公司未偿还的无担保债务达380万澳元(约合240万美元) [1] - 破产管理人James McPherson表示不预计所有债权人能获得全额偿付 [3] - 公司资产将被出售以偿还债务 [4] 破产管理程序与未来展望 - 这是公司十多年来第二次进入破产管理 上一次发生在2013年 [2] - 首次债权人会议定于11月3日举行 [3] - 管理人正筹备资产出售 并努力与董事总经理合作 试图让品牌保留在零售货架上 即使这意味着需要易主 [2] - 品牌知识产权可能出售给其他买家 [4] 经营困境与行业挑战 - 公司近期失去了数份主要合同 导致出现运营亏损 [3] - 管理人认为重现2013年的复苏可能性不大 因需与能以更低成本提供相同或类似产品的国际参与者竞争 [3] - 在2013年脱离破产管理后 公司专注于其核心产品线 并在阿德莱德北部的Dry Creek工厂生产 relish、泡菜、果酱和蜂蜜 [4] 品牌与市场 - 公司还拥有Leabrook和Gardener品牌 并受益于对亚太地区的出口业务 [5] - 2013年公司因消费者支持推动销售并获得了新合同而脱离破产管理 [3]
Sow Good Inc. Announces Major Retail Wins, Additional Founder Funding in Furtherance of a Crypto Asset Strategy, and $5 Million Operational Streamlining
Globenewswire· 2025-10-27 20:00
DALLAS, Oct. 27, 2025 (GLOBE NEWSWIRE) -- Sow Good Inc. (NASDAQ: SOWG), a leading freeze-dried food and candy manufacturer, today provided a business update announcing a major retail customer win, additional funding in pursuit of a crypto asset strategy, and additional cost optimization measures that significantly reduce fixed overhead. Major Retail Expansions and SKU Launches: 600-Store Caramel Crunch Launch Sow Good announced a new private-label partnership with a 600-store national retail chain to launch ...
Food giants may lean more on lawsuits as private label encroaches on their turf
Yahoo Finance· 2025-10-27 18:00
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. As food manufacturers look for opportunities to combat the rise of private label offerings, more CPG manufacturers are expected to sue retailers they claim are making copycat products. Earlier this month, J.M. Smucker sued Trader Joe’s, alleging the grocery chain’s version of crustless PB&J sandwiches is an “obvious copycat” of its Uncrustables frozen sandwiches. The law ...
ICG Enterprise Trust announces realisation of Froneri
Globenewswire· 2025-10-24 14:00
24 October 2025 ICG Enterprise Trust announces realisation of Froneri, its largest portfolio company ICG Enterprise Trust (“ICGT”) is pleased to announce the realisation of Froneri. ICGT initially invested alongside PAI Partners in 2013 and reinvested in 2019. The investment in Froneri has delivered a strong return to ICGT, and cash proceeds from this realisation of €41 million have been received. Froneri is a manufacturer and distributor of ice cream products and was ICGT’s largest company exposure at 31 J ...