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Britain clears Greencore, Bakkavor's $1.6-billion food group merger
Reuters· 2025-12-17 15:26
Britain's competition regulator has cleared the proposed 1.2-billion-pound ($1.61 billion) merger between convenience food manufacturers Greencore and Bakkavor on Wednesday, scrapping an in-depth probe into the companies. ...
Hormel: Experiencing Short-Term Headwinds, But It's Fairly Priced (HRL)
Seeking Alpha· 2025-12-12 04:18
This could be a good time to buy one of the best dividend stocks. According to SA, Hormel Foods Corporation ( HRL ) currently has a forward yield of 4.95%. This company is also on-trend becauseI 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, retailers, and food manufacturers, considering both growth opportunities and valuat ...
Bernstein Lowers Campbell’s (CPB) PT to $33, Cites Strong Broths/Premium Brands Despite Soup Struggles
Yahoo Finance· 2025-12-11 20:44
The Campbell’s Company (NASDAQ:CPB) is one of the high short interest stocks to buy right now. On December 10, Bernstein lowered the firm’s price target on Campbell’s Company to $33 from $39 and maintained an Outperform rating on the shares. According to Bernstein, the company’s product mix generally aligns with current consumer trends. Their Meals & Beverages division benefits from performance in broths and condensed soups. Premium brands like Pacifico and Rao’s also perform well due to their focus on hig ...
Is Kellanova Stock Underperforming the Dow?
Yahoo Finance· 2025-12-11 18:32
Headquartered in Chicago, Illinois, Kellanova (K) is a global manufacturer and marketer of snacks and convenience foods. Its diverse portfolio includes crackers, cereals, snack bars, savory snacks, frozen foods, noodles, and more. With a market cap of approximately $29 billion, Kellanova firmly claims “large-cap” status and sells powerhouse brands like Kellogg’s, Cheez-It, Pringles, Eggo, RXBAR, and Morningstar Farms across more than 180 countries. More News from Barchart K shares are trading only slig ...
Premium Brands Holdings Corporation Announces the Acquisition of Stampede Culinary Partners and Concurrent Equity and Convertible Debenture Offerings
Globenewswire· 2025-12-11 05:45
All amounts in Canadian dollars unless otherwise stated NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION INTHE UNITED STATES. ANY FAILURE TO COMPLY WITH THIS RESTRICTION MAY CONSTITUTE A VIOLATION OF U.S. SECURITIES LAWS. The base shelf prospectus is accessible, and the shelf prospectus supplement for the public offering will be accessible within two business days, through SEDAR+ VANCOUVER, British Columbia, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Premium Brands Holdings Corporation (“Premium B ...
Popular candy maker acquires healthy cereal brand in historic merger
Yahoo Finance· 2025-12-11 02:33
Imagine a diet cereal brand suddenly being bought by a candy manufacturer. It may sound unexpected, but there's more behind the move than meets the eye. As consumers become more health-conscious, seeking snacks with fewer calories, simpler ingredients, and less artificial processing, major food companies are adapting by investing heavily in healthier alternatives to avoid being outpaced by the competition as shoppers turn away from traditional, sugary treats. That shift became more evident this April wh ...
Ares Replaces Pop-Tarts Purveyor Kellanova on S&P 500
Yahoo Finance· 2025-12-10 13:01
Ares Management just joined the S&P 500 club and is already reaping the benefits of membership. The alternative asset manager’s stock got a 7.27% boost on Tuesday as investors digested its new street cred. The S&P Dow Jones Indices announced Monday that Ares would replace Kellanova — owner of pantry favorites like Pringles, Pop-Tarts and Cheez-It — before the market opens on Thursday. The switch-up comes as fellow food company Mars is set to complete a $36 billion acquisition of Kellanova. SUBSCRIBE:  Rec ...
Why Mama's Creations Stock Surged Today
The Motley Fool· 2025-12-10 06:22
核心观点 - 公司Mama's Creations因与Costco和Target等达成新合作、第三季度业绩表现强劲且未来增长前景明确 股价单日大幅上涨28.44% [1][5] - 公司第三季度营收同比增长50%至4730万美元 调整后EBITDA飙升118%至380万美元 盈利能力显著改善 [3][6] - 公司通过收购Crown 1 Enterprises获得5600万美元年收入及新产能 并与主要零售商达成新合作 为未来持续增长奠定基础 [3][7] 财务表现 - 第三季度营收同比增长50% 达到4730万美元 主要受双位数有机增长及收购Crown 1 Enterprises推动 [3] - 毛利率从去年同期的22.6%提升至23.6% 净收入同比增长31.7%至54万美元 [6] - 调整后息税折旧摊销前利润飙升118% 达到380万美元 [6] - 公司当前总市值为0B(注:原文如此,可能指市值较小或数据未更新)[5] 增长驱动因素 - 与Costco正在进行的促销活动预计将推动销售并提升品牌知名度 [7] - 已获得Target和Food Lion的两个有前景的全国性产品上架位置 预计将在未来几个月提振销售 [7] - 收购Crown 1 Enterprises(以1750万美元现金从Sysco购得)带来5600万美元年收入、新客户、交叉销售机会以及额外的烧烤产能 [3] - 公司首席执行官指出 营收增长再次超越行业水平 市场份额加速提升 得益于均衡的地理扩张、有纪律的贸易和营销投资以及多渠道的新业务胜利 [4] 未来前景 - 公司首席执行官看到了实现10亿美元年收入的路径 [7] - 凭借扩大的产能、进入优质零售账户的机会以及持续的“祖母品质”创新 公司有望在未来几个季度推动持续盈利增长并改善利润率 [8]
Mama's Creations Q3 Earnings Beat Estimates, Sales Rise 50% Y/Y
ZACKS· 2025-12-09 22:06
公司季度业绩概览 - 公司第三季度营收为4730万美元 同比增长50% 超出市场预期的4400万美元 [3][8] - 季度每股收益为0.01美元 超出市场预期的亏损0.01美元 较去年同期增长24.1% [2] - 调整后息税折旧摊销前利润为380万美元 较去年同期的170万美元大幅增长 [6] 营收增长驱动因素 - 增长由收购Crown 1业务及核心业务强劲的两位数有机增长共同驱动 [3] - 公司已开始整合Crown 1业务 此举扩大了零售渠道覆盖 [1] 盈利能力与成本分析 - 毛利润为1110万美元 较去年同期的710万美元增长56.6% [4] - 毛利率为23.6% 较去年同期的22.6%提升100个基点 主要得益于运营效率提升和鸡肉价格企稳 但被牛肉成本上涨及低毛利率的Crown 1销售部分抵消 [4] - 运营费用为1030万美元 占营收的21.8% 较去年同期增加100个基点 其中包含100万美元与收购Crown 1相关的非经常性专业费用和交易成本 若剔除该部分费用 运营费用率将低于20% [5] - 预计效率提升将推动毛利率回升至25%左右的中段水平 [1] 财务状况与现金流 - 截至季度末 公司持有现金及等价物1810万美元 股东权益总额为4960万美元 [7] - 截至2025年10月31日 总债务为640万美元 [7] - 在截至2025年10月31日的九个月内 经营活动提供的净现金流为820万美元 [7] 公司战略与市场表现 - 公司正专注于有序整合 以推进其10亿美元的营收目标 [1] - 过去三个月 公司股价上涨18.3% 而同期行业指数下跌9.6% [7] 行业可比公司参考 - United Natural Foods, Inc. ((UNFI) 目前获Zacks Rank 1评级 市场对其当前财年销售额和收益的一致预期分别较上年增长1%和187.3% 过去四个季度平均盈利超出预期52.1% [10][11] - Lamb Weston Holdings, Inc. ((LW) 目前获Zacks Rank 2评级 过去四个季度平均盈利超出预期16% 市场对其当前财年销售额的一致预期较上年增长2.4% [12] - Village Farms International, Inc. ((VFF) 目前获Zacks Rank 2评级 过去四个季度平均盈利超出预期155.6% 市场对其当前财年收益的一致预期较上年增长165.6% [13]
The Arnott’s Group follows Patties in government fund support
Yahoo Finance· 2025-12-09 21:34
The Australian government has contributed to a debt refinancing deal at snacks major The Arnott’s Group. Through Australia's National Reconstruction Fund Corporation (NRFC), the Tim Tam biscuits maker will get A$45m ($29.9m) as part of its refinancing of $1.75bn in existing debt that matures in 2026 The NRFC is Australia’s A$15bn investment vehicle targeting areas including low-emissions technologies and “value-add” in agriculture, defence and transport. The deal with Arnott’s follows the fund’s A$36m d ...