Group 1: Earnings Outlook - Many big technology stocks are expected to perform well, while consumer staples stocks are projected to have negative earnings growth of around 3% and consumer discretionary stocks are expected to average negative growth of approximately 5.4% [1] - Persistent inflation in consumer-facing areas, particularly food, is affecting earnings outlook, leading companies to hedge or refrain from issuing future guidance due to uncertainties around tariffs [2] Group 2: Company-Specific Insights - PepsiCo's stock is down 11.75% in 2025 and over 18% in the last 12 months, with revenue declining year-over-year for four consecutive quarters, resulting in negative earnings per share growth [4][5] - Procter & Gamble's stock is down 9.1% in 2025, hitting a 52-week low, as consumers shift towards private label brands, and the company missed on topline expectations while beating EPS expectations by 1 cent [8][9] - Costco Wholesale has delivered a total return of 233.5% over the last five years, but its high P/E ratio over 55x may deter some investors despite its strong growth and profitability [12][13] Group 3: Technical Analysis - PepsiCo's stock shows signs of a bullish reversal with the price above the 50-day simple moving average, although potential resistance exists at the current level [6] - Procter & Gamble's stock is trading at 24x earnings, around the average of the S&P 500, but at a discount to its historical averages, with a significant portion of revenue generated overseas [10] - Costco's stock may face further declines if it breaks support at its 200-day SMA, with a notable support and resistance area around $957 [15]

MOUNT LAUREL, N.J., July 15, 2025 (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (NASDAQ: JJSF) announced today that it has scheduled a conference call and webcast to discuss its fiscal 2025 third quarter financial results on Tuesday, August 5, 2025, at 10:00 am Eastern time. Conference call participants should pre-register by clicking on this Registration Link to receive the dial-in number and a personal PIN, which are required to access the conference call. Questions will be taken only from participants on t ...

Core Insights - BranchOut Food Inc. has achieved a significant national expansion, with its Brussels Sprout Crisps now available in 3,945 stores, nearly doubling its previous distribution [1][2] - The company is launching a new product, Cinnamon Sweet Potato Sticks, in 1,952 locations, which represents about 50% of the retailer's footprint [3] Company Performance - The Brussels Sprout Crisps have received an overwhelming consumer response since their launch, establishing themselves as a standout new item in the market [2] - The expansion of the product line and distribution reflects BranchOut's ability to innovate and meet rising consumer demand for healthier snack options [4] Technology and Innovation - BranchOut utilizes its proprietary GentleDry™ technology, which preserves up to 95% of the original nutrition of fresh produce, enhancing the quality and taste of its products [5] - The company has over 17 patents protecting its technology, positioning it as a trusted brand and supplier in the dehydrated snack market [5] Market Position - BranchOut is establishing itself as a preferred supplier for innovative dried fruit and vegetable-based snacks, particularly in light of recent tariffs on Chinese-sourced freeze-dried fruits [4]

Core Insights - RITZ brand is hosting the RITZ Salty Club Giveaway, providing fans a chance to win tickets to the sold-out residency "No Me Quiero Ir de Aquí" in Puerto Rico [2][5] - The initiative aims to modernize the brand's image and connect with consumers in innovative ways, as evidenced by its collaboration with cultural icon Bad Bunny [3][4] Company Overview - Mondelēz International, the parent company of RITZ, reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the global snacking market [8] - The company offers a diverse portfolio of iconic brands, including OREO, RITZ, and CADBURY, and is a member of major stock indices such as the S&P 500 and Nasdaq 100 [8] Event Details - The RITZ Salty Club experience will feature a salty-themed photo booth and exclusive merchandise, enhancing the concert experience for attendees [4] - Fans can enter the giveaway for a chance to win tickets for the residency dates on August 8 or 9, with 30 winners receiving pairs of tickets along with travel and accommodation covered by RITZ [5]

Core Insights - Wendy's has launched a limited-time collaboration with Takis, introducing the Takis Fuego Meal featuring a Takis Fuego Chicken Sandwich and Fuego Fries, available in U.S. restaurants from June 20 and in Canada from June 30 [1][2] Group 1: Product Details - The Takis Fuego Chicken Sandwich includes a Spicy Chicken filet topped with crushed Takis Fuego chips, Chili Lime Sauce, creamy corn spread, and cheddar cheese sauce, creating a spicy and savory flavor profile [2] - Fuego Fries are made from Wendy's classic Hot & Crispy Fries, tossed in a tangy chili lime seasoning, and served in a custom tear-away bag for easy access [2] - The Takis Fuego Meal also includes a bag of Takis Fuego chips, available only while supplies last [2][7] Group 2: Marketing and Promotion - Wendy's Chief Marketing Officer emphasized the collaboration as a way to engage consumers' passion for flavor, highlighting the partnership with Takis as a strategic move to enhance their menu offerings [3] - An in-app game called Spice Invasion will be available from June 20 to July 20, allowing users to earn points and win prizes, including a grand prize of $10,000 [3][8] - Takis' U.S. Senior Director of Marketing expressed excitement about the collaboration, aiming to deliver a unique and intense flavor experience for fans [4] Group 3: Company Background - Wendy's operates over 7,000 restaurants globally and is known for its commitment to fresh food and popular menu items like the Spicy Chicken Sandwich [5] - Takis is a leading brand under Barcel USA, part of Grupo Bimbo, which is recognized for its intense snack offerings and has a strong market presence in the U.S. [6]

Market Overview - Wall Street experienced a strong recovery in May, regaining most losses from early April due to tariff announcements by President Trump, but volatility persists as the impact of tariffs on the economy remains unclear [1][4][9] - The Federal Reserve has not indicated plans to resume rate cuts despite recent cooling inflation, contributing to market uncertainty [2][5] Economic Indicators - U.S. job growth slowed significantly in May, with nonfarm payrolls increasing by only 139,000 and private payrolls rising by just 37,000, raising concerns about the economy's health [6] Dividend-Paying Stocks - In light of ongoing market uncertainty, investing in dividend-paying stocks is recommended as they tend to be more stable and reliable during economic fluctuations [7] - Four notable dividend-paying stocks include: - **Casey's General Stores, Inc. (CASY)**: Operates 2,893 convenience stores across 17 states, with a dividend of $0.57 per share and a yield of 0.46% [8][10] - **Utz Brands, Inc. (UTZ)**: Manufactures a variety of salty snacks, declaring a dividend of $0.06 per share with a yield of 1.75% [11][12] - **Sun Communities, Inc. (SUI)**: Focuses on manufactured housing communities, announcing a dividend of $1.04 per share and a yield of 3.01% [13][14] - **EOG Resources, Inc. (EOG)**: Engaged in oil and natural gas exploration, with a dividend of $1.02 per share and a yield of 3.41% [15][16]

11 June 2025 | 12:11AM HKT China Consumer Staples: May Check In and Consumer Corp. Day Wrap: A bumpy road with policy swings, channel shift amid deflation We hosted multiple staple companies at our Consumer & Leisure Corporate Day and performed channel checks in the past weeks. We are seeing a bumpy road of demand recovery and still largely slow 2Q-to-date run-rates across staples sub-sectors, esp. for spirits, beer, and dairy. Recent policy tightening in alcohol consumption by government officers and civil ...

Core Insights - Constellation Brands, Inc. (STZ) is successfully implementing a premiumization strategy, leading to accelerated growth in its Power Brands, particularly in the beer segment [1] Group 1: Divestiture and Portfolio Restructuring - The company has completed the divestiture of its mainstream wine brands to The Wine Group, which includes brands like Woodbridge, Meiomi, and Robert Mondavi Private Selection [2][9] - The wine portfolio now focuses on exclusive wines priced at $15 and above, featuring renowned brands from top regions globally [3] - The craft spirits portfolio includes High West whiskey, Mi CAMPO tequila, and Casa Noble tequila, aligning with consumer-led premiumization trends [4] Group 2: Financial Outlook - For fiscal 2026, Constellation Brands anticipates net sales growth of 0-3% in the beer segment and a significant increase in enterprise operating income by 765-783% [5] - The medium-term outlook for fiscal 2027 and 2028 includes enterprise net sales growth of 2-4%, with operating income margins projected at 35-36% overall [6] - Earnings per share (EPS) growth is expected to be mid-single-digit to low-double-digit for fiscal 2027 and low-single-digit to mid-single-digit for fiscal 2028 [7] Group 3: Capacity Expansion and Market Position - The company is investing in capacity expansion in Mexico to meet demand for its high-end Mexican beer portfolio, aiming for a capacity of approximately 55 million hectoliters by fiscal 2028 [8] - Constellation Brands is focused on enhancing distribution and innovation to support its leading position in the beer market [8] Group 4: Challenges - The company faces challenges from rising selling, general, and administrative costs, as well as inflationary pressures affecting packaging and raw material costs [10]

Core Insights - Hain Celestial Group is launching the "Savor Your Summer" Sweepstakes to promote healthier snacking options during the summer season [1][2] - The promotion encourages consumers to engage with better-for-you snack brands, with a significant increase in demand for such options as 95% of snackers are trying to choose healthier snacks [2][5] - The sweepstakes offers prizes including $1,000 gift cards and is supported by various marketing strategies such as paid media and influencer engagement [3][4] Company Overview - Hain Celestial Group is a leading health and wellness company focused on inspiring healthier living through better-for-you brands, with over 30 years of experience in delivering nutrition and well-being [8] - The company’s product portfolio includes a variety of snacks, baby/kids foods, beverages, and meal preparation items, marketed in over 70 countries [8] - Notable brands under Hain Celestial include Garden Veggie Snacks™, Terra® chips, and Garden of Eatin'®, which emphasize natural ingredients and healthier options [7][8] Market Trends - There is a notable increase in household penetration and spending on salty snacks during the summer, indicating a growing market for snack products [2] - The demand for better-for-you snacks is rising, with consumers increasingly seeking healthier alternatives [2][5] - The promotion is expected to enhance consumer engagement and drive sales for Hain's snack brands during the summer season [3][4]

Core Insights - RXBAR has launched a new high-protein bar, RXBAR High Protein, featuring 18g of protein and only six recognizable ingredients, aimed at providing a better-tasting and simpler option in the protein bar market [1][2] - The brand emphasizes transparency and quality, positioning itself against overprocessed products with its new platform "Proud Sponsor of No B.S." [2] - The RXBAR High Protein is available in two flavors: Strawberry Peanut Butter and Vanilla Peanut Butter, designed based on consumer feedback and flavor nostalgia [3][4] Product Details - RXBAR High Protein contains 18g of protein, with pea protein as a key ingredient for texture and nutritional value, and peanut butter for flavor [5] - A new flavor, Lemon Honey Cashew Butter, has been introduced to the RXBAR Nut Butter & Oat lineup, featuring 10g of protein and 18g of whole grains, designed to be a lighter snack option [5][6] - All products are currently available at select Target stores and online, with plans for broader retail distribution [6] Market Context - Consumer preferences indicate that taste is a top priority for high-protein bar buyers, yet studies show that less than half perceive these products as tasty [7] - Kellanova, the parent company of RXBAR, reported net sales of approximately $13 billion for 2024 and aims to become a leading snacks-led powerhouse [8] - Kellanova is committed to promoting sustainable food access and aims to create better days for 4 billion people by 2030 [9]