Group 1 - Kellanova declared a dividend of $0.58 per share, marking a one cent increase from the previous quarterly rate, with payment scheduled for September 15, 2025 [1] - This dividend declaration represents the 403rd dividend paid by Kellanova since its inception in 1925 [1] Group 2 - Kellanova is a leader in global snacking, international cereal and noodles, and North America frozen foods, with net sales of approximately $13 billion for 2024 [2] - The company aims to become the world's best-performing snacks-led powerhouse, leveraging its differentiated brands [2] Group 3 - Kellanova's purpose is to create better days and ensure equitable food access, targeting to positively impact 4 billion people by the end of 2030 [3] - The company is committed to addressing hunger, sustainability, wellbeing, and equity, diversity & inclusion [3]

Core Viewpoint - The market anticipates Kellanova (K) will report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Kellanova is expected to post quarterly earnings of $0.99 per share, reflecting a year-over-year decrease of 2% [3]. - Revenues are projected to be $3.18 billion, down 0.4% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.33% lower in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Kellanova is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.19% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Kellanova currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Kellanova was expected to earn $0.98 per share but only achieved $0.90, resulting in a surprise of -8.16% [13]. - Over the past four quarters, Kellanova has beaten consensus EPS estimates three times [14]. Conclusion - Kellanova does not appear to be a compelling candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17].

Product & Regulation - Kellanova is on track to remove synthetic food dyes from its retail foods by 2028 [1] - The move follows similar actions from other packaged-food companies [1] - The Trump administration is pressuring the industry to remove the additives [1]

Core Message - Nutri-Grain has launched the "Not Sorry" campaign featuring reality TV stars known for their unapologetic personas, promoting a message of confidence and self-acceptance in snack choices [1][2]. Group 1: Campaign Details - The campaign features Chris Hughes, Cirie Fields, and Aesha Scott, who deliver humorous "apologies" for their past actions, emphasizing that they have nothing to be sorry for [1]. - Nutri-Grain's new branding highlights its upgraded nutrition profile, now including 10 grams of whole grains and 10 essential vitamins and minerals, aligning with modern lifestyle needs [2]. - The campaign aims to engage audiences through snackable videos on social media, encouraging discussions about unapologetic choices and personal experiences [3]. Group 2: Product Information - Nutri-Grain's updated product lineup includes popular flavors such as Strawberry, Blueberry, and Apple Cinnamon, which are now available nationwide [4]. - The brand positions itself as a satisfying and nutritious snack option that consumers can feel good about choosing [2]. Group 3: Company Overview - Kellanova, the parent company of Nutri-Grain, is a leader in global snacking and has a legacy of over 100 years, with net sales of approximately $13 billion for 2024 [5]. - The company's vision is to become the world's best-performing snacks-led powerhouse, focusing on differentiated brands and sustainable practices [5][6].

Company Overview - Kellanova is a leader in global snacking, international cereal and noodles, and North America frozen foods, with a legacy of over 100 years [6] - The company's vision is to become the world's best-performing snacks-led powerhouse, focusing on unleashing the potential of its differentiated brands [7] - Kellanova reported net sales of $13 billion for 2024 [7] Product Launch - Cheez-It has introduced a custom tunnel walk outfit named Cheez-Fitz, designed by stylist Brittany Hampton and worn by professional basketball player Rickea Jackson [1][2] - The Cheez-Fitz collection features a windbreaker and pants with Cheez-It inspired details, including cracker detailing and a protective pocket for snacks [3] - The collaboration aims to blend sport, style, and the Cheez-It brand, allowing fans to express their love for the snack through fashion [5] Marketing Strategy - The 'Tunnel Fits' phenomenon has seen a significant rise, with searches more than doubling in the last six months, indicating a growing trend in sports fashion [1] - Fans will have two opportunities to purchase Cheez-Fitz pieces on July 17 and July 24, 2025, enhancing engagement with the brand [4] - The collaboration is positioned as a fearless expression of fandom and style, appealing to both basketball fans and Cheez-It enthusiasts [5]

Acquisition & Strategy - Ferrero 以 31 亿美元的价格收购 Kellogg，标志着该公司财富的转变 [1] - 该公司的财富与含糖零食密切相关 [1]

U.S. Corn Flakes Creator Kellogg Bought By Italian Candy Maker Ferrero For $3.1 Billionhttps://t.co/UcScLcYgvz https://t.co/WSwE8PVJFS ...

Ferrero agreed to acquire Kellogg for an enterprise value of $3.1 billion, pushing the Italian family-owned candy business further into the lucrative US market https://t.co/8ZWaecXEM5 ...

Group 1 - Kinross Gold Corporation will release its financial statements and operating results for Q2 2025 on July 30, 2025, after market close [1] - A conference call and audio webcast to discuss the results will be held on July 31, 2025, at 8:00 a.m. EDT [1] - The company operates globally with projects in the United States, Brazil, Mauritania, Chile, and Canada [2] Group 2 - Kinross focuses on responsible mining, operational excellence, disciplined growth, and maintaining a strong balance sheet [2] - The company is listed on the Toronto Stock Exchange (symbol: K) and the New York Stock Exchange (symbol: KGC) [2] - Media and investor relations contacts are provided for further inquiries [3]

Core Insights - Kellanova's survey reveals that Cheez-It and Pringles are the top favorite snack brands for summer road trips among U.S. adults [1][2][3] - The survey indicates that snacking preferences vary significantly across different generations and regions [3][4][6] Generational Snacking Preferences - Gen Z prefers adventurous flavors like sour and spicy, often traveling with friends and valuing shareability [6] - Millennials gravitate towards tangy flavors, focusing on family-friendly snacks, with 40% of respondents noting their kids snack frequently during trips [6] - Gen X enjoys a variety of snacks, favoring sweet, salty, and chocolatey options, typically traveling with a buddy [6] - Boomers also prefer salty, sweet, and chocolatey snacks, often traveling solo or with a partner, and are more likely to purchase snacks during stops [6] Regional Snacking Habits - The South tends to stock up on salty, sweet, and chocolatey snacks during their journeys [6] - Northeasterners are more inclined to choose creamy-flavored snacks compared to Midwesterners, with one-third of Midwesterners ranking cheesy snacks in their top three [6] - Residents of the Mountain West and Pacific Coast are less likely to plan snacks, preferring whatever is available, but still favor salty, sweet, and chocolatey flavors [6] Company Overview - Kellanova is a leader in global snacking, with a diverse portfolio of brands including Pringles, Cheez-It, and Pop-Tarts, and reported net sales of $13 billion in 2023 [7]