Core Viewpoint - The Bonduelle Group has confirmed the sale of its packaged salad business in France to the LSDH Group, effective July 17, 2025, as part of a strategic move to focus on fresh delicatessen markets amid declining salad consumption in France [2][3][4]. Group 1: Sale Details - The sale of the packaged salad business was initially announced on August 29, 2024, and became effective on July 17, 2025 [2][3]. - The divested business represented approximately 3.5% of Bonduelle's turnover, equating to €80 million for the 2024-2025 financial year [4]. Group 2: Strategic Focus - The Bonduelle Group aims to accelerate its activities in the fresh delicatessen market in France and Europe following the divestment [3][4]. - The LSDH Group will continue to use the Bonduelle brand for packaged salads in France through a licensing agreement [3][4]. Group 3: LSDH Group Overview - The LSDH Group is a family business with over 100 years of history, operating in six regions with ten production sites in France [8][9]. - The group employs 2,250 individuals and emphasizes social, societal, and environmental commitments in its operations [9].

Core Viewpoint - Bon Natural Life Limited has regained compliance with Nasdaq's continued listing requirements, allowing it to maintain its listing on the Nasdaq Capital Market [1][2]. Group 1: Compliance and Listing Status - On July 2, 2025, Bon Natural Life Limited received confirmation from the Nasdaq Hearings Panel that it has met the Minimum Bid Price Requirement under Nasdaq Listing Rule 5550(a)(2) [2]. - The Panel granted the Company's request to maintain its listing after Bon Natural Life Limited submitted a compliance plan on May 16, 2025, and presented its case during a hearing on June 5, 2025 [2]. - The Company will remain under a Discretionary Panel Monitor for one year, during which Nasdaq will oversee its ongoing compliance with all continued listing standards [3]. Group 2: Company Overview - Bon Natural Life Limited is a Cayman Islands company engaged in the natural, health, and personal care industries [4].

Group 1 - Bon Natural Life Limited (BON) has entered a non-exclusive sales distribution agreement with Beijing Huahai Keyuan Technology Co., Ltd. for a term of 24 months, with a total contract value of up to US$16 million [1] - The agreement allows Huahai Keyuan to market, sell, and distribute BON's natural prebiotic series products in the Chinese market [1] - BON's latest natural prebiotic product series features a "Prebiotic + Postbiotic" complex centered on super prebiotic stachyose, aimed at enhancing gut health by promoting beneficial probiotic populations [2][3] Group 2 - The partnership with Huahai Keyuan is expected to accelerate BON's entry into China's growing gut health market and unlock substantial growth opportunities for both companies [4] - Yongwei Hu, Chairman and CEO of BON, emphasized the strategic collaboration's potential to drive top-line growth and long-term shareholder value [4] - Huahai Keyuan is recognized for its strong market presence and expertise in introducing innovative health products to the Chinese market [4]

Core Insights - Bon Natural Life Limited has entered a non-exclusive sales distribution agreement with Tianjin Merrill-Youli Trading Co., Ltd. for a total contract value of up to US$18 million over 36 months [1] - The agreement focuses on marketing, selling, and distributing Bon's Ambroxide and related natural fragrance compounds in the Asia-Pacific region, primarily targeting the industrial fabric fragrance sector [1] Group 1: Product and Market Overview - Ambroxide is a synthetic molecule used in perfumery, known for its velvety, woody, and ambery scent, and serves as a cruelty-free alternative to natural ambergris [2] - The market for Ambroxide is expected to grow by over 25% each year for the next five years, with manufacturing scaling from thousands to tens of thousands of tons [2] Group 2: Strategic Partnership and Growth - The partnership with Merrill-Youli is expected to enhance Bon's market position in Ambroxide products and accelerate adoption in the Asia-Pacific fragrance markets [3] - Bon aims to leverage its advanced Ambroxide technology to boost sales growth and increase profitability in its fragrance chemicals business [3] Group 3: Innovation and Future Prospects - Bon has developed a biosynthetic alternative to Sclareol, a key natural ingredient for producing Ambroxide, with commercial launch expected soon [4] - The new production process is anticipated to scale rapidly and offer cost savings, enhancing overall efficiency and profitability [4] - This innovation is expected to strengthen Bon's competitive position and facilitate expansion into the larger textile fragrance market [5]

Core Viewpoint - Bon Natural Life Limited has announced a share repurchase program allowing the company to buy back up to $1.0 million of its Class A ordinary shares, indicating confidence in its financial position and commitment to shareholder value [1]. Group 1: Share Repurchase Program - The company is authorized to repurchase shares in the open market, with the timing and number of shares depending on various factors such as price, market conditions, and corporate liquidity requirements [2]. - The share repurchase program is flexible and does not obligate the company to purchase a specific number of shares, allowing for potential suspension, modification, or discontinuation at any time [2]. Group 2: Appointment of Agent - Bon Natural Life Limited has appointed TradeUp Securities as its exclusive agent to facilitate the purchase of securities under the terms of a Purchase Plan Agreement [3]. Group 3: Company Overview - Bon Natural Life Limited is a Cayman Islands company operating in the natural, health, and personal care industries, emphasizing its role as a leading bio-ingredient solution provider [4].

Core Insights - Bon Natural Life Limited (BON) has entered a non-exclusive sales cooperation agreement with Shanghai Risesun International Trade Co., Ltd. for a total contract value of US$ 24 million over 24 months [1] - The agreement focuses on marketing, distributing, and selling BON's tea pigment series health products in China [1] - Tea pigments are gaining traction in the digestive wellness and blood glucose regulation sectors, with potential for a market valuation exceeding $1 billion [2] Company Developments - CEO Hu Yongwei emphasized that the collaboration with Shanghai Risesun will accelerate BON's entry into the high-growth digestive health sector [3] - The partnership is seen as a strategic milestone for BON, enhancing its position in the tea pigment-based product market [3] - The company anticipates that this alliance will drive revenue and earnings growth, benefiting shareholder returns through sustainable market expansion [3]

Core Viewpoint - Bon Natural Life Limited has entered into a 36-month exclusive cooperation agreement with Beijing Huahai Keyuan for the distribution of its patented postbiotic hypoglycemic ingredients, aiming to penetrate the global blood sugar health market with a contract value of 32 million US dollars [1]. Company Summary - Bon Natural Life Limited is a leading provider of bio-ingredient solutions in the natural, health, and personal care industry, focusing on innovative hypoglycemic solutions [1][5]. - The company holds a patent for a postbiotic hypoglycemic ingredient that effectively regulates blood sugar levels, particularly post-meal glucose spikes, and is characterized by its safety and ease of use [2]. Industry Summary - The postprandial blood glucose control market is valued at over 30 billion US dollars and is experiencing a compound annual growth rate of 7.5% [3]. - The company anticipates significant advancements in its hypoglycemic product line over the next 2-3 years, which is expected to drive sales growth and enhance investment value [4].

Core Viewpoint - Bon Natural Life Limited will implement a 1-for-25 reverse stock split to comply with Nasdaq's minimum bid price requirement of $1.00, effective May 19, 2025 [3]. Group 1: Reverse Stock Split Details - The reverse stock split will convert every 25 issued and outstanding Class A ordinary shares into one new Class A ordinary share, with no fractional shares issued [1]. - The new CUSIP number for the Class A ordinary shares post-split will be G14492204, and trading will continue under the existing symbol "BON" [2]. - The authorized share capital will increase to 1,000,000,000 Class A ordinary shares, 50,000,000 Class B ordinary shares, and 50,000,000 preference shares [4]. Group 2: Class Rights and Shareholder Approval - The conversion rate for Class B ordinary shares will change from a 1:1 basis to a 1:25 basis for conversion into Class A ordinary shares [5]. - The reverse stock split and related changes were approved by shareholders during an extraordinary general meeting on April 15, 2025 [6].

Core Viewpoint - BON Natural Life Limited has launched a new sleep health product series utilizing a proprietary delivery system aimed at enhancing the bio-activity of glucoraphanin, a compound found in broccoli, to improve health benefits [1][3][4] Group 1: Product Development - The new product series is developed using the "Glucoraphanin-Myrosinase" delivery system, which is patent-pending and designed to enhance the absorption and utilization of glucoraphanin in the body [1][3] - The delivery system aims to improve the conversion efficiency of glucoraphanin to sulforaphane, addressing challenges related to bio-availability [3][4] Group 2: Health Benefits - Glucoraphanin is linked to various health benefits, including anti-cancer properties, sleep regulation, neuro-protective effects, digestive health support, anti-inflammatory, antioxidant, and anti-aging effects [2] - The enzymatic conversion of glucoraphanin to sulforaphane is typically inefficient, which limits the health benefits derived from broccoli [2] Group 3: Market Potential - The company anticipates that the new sleep health products will achieve market expansion and significantly impact the sleep health market dynamics [4] - The innovative delivery system is expected to combine scientific rigor with commercial potential, addressing unmet needs in sleep health [4]

Core Viewpoint - The Bonduelle Group reported stable sales for Quarter 3 of FY 2024-2025, confirming its annual objectives despite slight declines in overall sales for the first nine months of the fiscal year [3][4][19]. Sales Performance - Sales for Quarter 3 (January 1 - March 31, 2025) were 529.3 million euros, showing a slight increase of 0.3% compared to the previous year [3][6]. - For the first nine months of FY 2024-2025, total sales amounted to 1,648.7 million euros, reflecting a decline of 1.1% on both reported and like-for-like bases [4][6]. Geographical Performance - The Europe Zone, accounting for 60.7% of business activity, experienced a decline of 5.0% in sales on reported figures and 5.2% on a like-for-like basis for the first nine months [9][10]. - The Non-Europe Zone, which represents 39.3% of business activity, saw an increase of 5.7% on reported figures and 6.0% on a like-for-like basis during the same period [11][12]. Segment Performance - Canned products sales decreased by 6.0% for the first nine months, while frozen products saw a slight decline of 0.7%. Fresh processed products, however, grew by 5.9% [8]. - In Quarter 3, canned products sales fell by 4.4%, frozen products by 4.0%, while fresh processed products increased by 8.4% [8]. Strategic Developments - The Bonduelle Group is in the process of selling its packaged salad business in France and has already sold the German segment to Taylor Farm, which represented sales of 60 million euros [15][16][17]. - The planned downsizing of Bonduelle Frais France includes the closure of the Saint-Mihiel plant by February 28, 2025, and a voluntary redundancy plan for the Genas head office [14]. Outlook - Despite challenges such as difficult harvests in Russia impacting profitability, the Bonduelle Group aims to stabilize sales and maintain recurring operating income for the fiscal year [19].