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 ...

Core Viewpoint - General Mills, Inc. (GIS) has been upgraded to a buy rating, indicating a belief in improved future performance due to signs of stabilization and favorable valuation near multiyear lows [1] Company Summary - The upgrade reflects optimism about General Mills' future, suggesting that the company may be on the path to recovery [1] - Valuation metrics are highlighted as being near multiyear lows, which may present a buying opportunity for investors [1]

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 ...

Core Insights - General Mills, Inc. (GIS) is a prominent global packaged foods company with a market cap of $23.5 billion, known for brands like Cheerios and Häagen-Dazs [1] - The company is expected to announce its fiscal Q3 2026 earnings soon, with analysts predicting a profit of $0.84 per share, a 16% decrease from the previous year's $1 per share [2] - For the current fiscal year, EPS is projected to be around $3.65, down 13.3% from $4.21 in fiscal 2025, but anticipated to rise to $3.74 in fiscal 2027, reflecting a 2.5% year-over-year increase [3] Financial Performance - In the fiscal 2026 second quarter, General Mills reported revenue of approximately $4.9 billion, a 7% decline year-over-year, attributed to softer demand and portfolio adjustments [5] - Adjusted earnings per share for the second quarter were $1.10, surpassing analyst estimates, despite a decline in operating profit and margins due to cost pressures [5] - The stock has declined 25% over the past year, underperforming the S&P 500 Index's 13.6% gains and the Consumer Staples Select Sector SPDR Fund's 6.5% rise [4] Analyst Ratings - Wall Street maintains a cautious stance on GIS, with an overall "Hold" rating; out of 20 analysts, three suggest a "Strong Buy," one a "Moderate Buy," 13 a "Hold," and three a "Strong Sell" [6] - The mean price target for GIS is $53.63, indicating a potential upside of 20.5% from current price levels [6]

Core Viewpoint - Investing in high-yielding dividend stocks can provide extra cash flow for reinvestment or daily expenses [1] Group 1: United Parcel Service (UPS) - UPS has experienced a decline of over 17% in value this year due to tariffs and poor economic conditions affecting global trade [4] - The company has announced 48,000 job cuts to improve its financial performance amidst current challenges, with free cash flow reaching at least $1.4 billion in three of the past quarters, sufficient to cover dividend payments [5] - UPS offers a high dividend yield of 6.1%, significantly above the S&P 500 average of 1.1%, with a potential annual dividend income of approximately $370 from a $6,000 investment [6] Group 2: Enbridge - Enbridge provides a dividend yield of 5.8%, slightly lower than UPS, but is recognized for long-term stability and consistent dividend growth, having raised its quarterly dividend by 3% for the 31st consecutive year [7] - The company benefits from stable earnings due to long-term contracts and is not highly vulnerable to fluctuating commodity prices, with distributable cash flow totaling CA$9.2 billion in the first nine months of 2025, up from CA$8.9 billion in the same period last year [8]

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Core Insights - General Mills, Inc. is recognized as one of the 12 Best Food Stocks to Buy in 2026 [1] - Deutsche Bank has raised its price target for General Mills from $50 to $51 while maintaining a Hold rating [2] - The company's second-quarter earnings exceeded analyst expectations, with net sales of $4.86 billion, surpassing projections of $4.78 billion [3] Financial Performance - For the quarter ending November 23, net sales fell by 7% to $4.86 billion, but this was above analyst expectations [3] - Adjusted earnings per share were reported at $1.10, exceeding the forecast of $1.03 [3] - The company confirmed its annual forecast, predicting a profit drop of 10% to 15% and organic net sales to range from a 1% gain to a 1% drop [3] Management Commentary - CEO Jeff Harmening noted improved momentum in the first half of the fiscal year but described the quarter as a turbulent operating environment [4]