Core Insights - Lamb Weston has appointed Jan Craps as executive chair and Jim Gray as CFO to enhance company performance and strategy execution [1][2][5] - The company has faced profit pressures due to declining restaurant traffic and criticism from activist investor Jana Partners [2][3] - Lamb Weston aims to achieve significant cost savings and has set financial forecasts for the upcoming fiscal year [4][6] Leadership Changes - Jan Craps, with over 20 years of experience at AB InBev, will focus on board leadership, M&A, governance, and long-term strategy [1][2] - Jim Gray, a former PepsiCo executive, has been appointed as the new CFO to support financial management [2][5] Financial Performance - For the fiscal year ending May 25, net income was reported at $357.2 million, a 51% decrease from the previous year, while adjusted net income fell 35% to $478.6 million [5] - In the first half of the new financial year, net sales increased by 1% to $3.27 billion, with reported profits rising 38% to $126.4 million, but adjusted profits declined by 8% to $199.7 million [6] - The company forecasts net sales for fiscal 2026 to be between $6.35 billion and $6.55 billion, with adjusted EBITDA projected at $1.00 billion to $1.20 billion [6] Strategic Initiatives - Lamb Weston has initiated a "Focus to Win" strategy aimed at achieving at least $250 million in savings to enhance profits and cash flow [4] - The company is prioritizing market execution, customer partnerships, and innovation to drive shareholder returns [5][7]

New York, New York--(Newsfile Corp. - February 4, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Beyond Meat, Inc. (NASDAQ: BYND) between February 27, 2025 and November 11, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 24, 2026.SO WHAT: If you purchased Beyond Meat securities during th ...

NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Beyond Meat, Inc. (NASDAQ: BYND). Shareholders who purchased shares of BYND during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/beyond-meat-inc-loss-submission-form-2/?id=183331&from=3 CLASS PERIOD: February ...

Core Insights - PepsiCo, Inc. reported strong fourth-quarter 2025 results with revenues and earnings per share (EPS) exceeding expectations and showing year-over-year improvement [1][3] - The company experienced accelerated net revenue growth, demonstrating its ability to adapt in a challenging environment [1] Financial Performance - PepsiCo's fourth-quarter core EPS was $2.26, surpassing the Zacks Consensus Estimate of $2.24 and reflecting a 15.3% year-over-year increase [3] - Reported EPS was $1.85, marking a 68% year-over-year surge in the fourth quarter [3] - Net revenues reached $29.34 billion, a 5.6% increase year over year, slightly above the Zacks Consensus Estimate of $29 billion [7] - Organic revenue growth was 2.1% year over year, driven by a 4.5% increase in effective net pricing, despite a 2% decline in organic volume [7] Segment Performance - Revenue growth was observed across all segments, with notable increases in EMEA (12%), LatAm Foods (11%), and PBNA (4%) [12] - Organic revenues improved in most segments, except for PFNA, which saw a 1% decline [13] Operational Efficiency - Reported operating income rose 58% year over year to $3.6 billion, while core operating income increased 17.7% to $4.1 billion [10] - The operating margin expanded significantly to 12.1% from 8.1% in the previous year [10] Future Outlook - For 2026, PepsiCo anticipates organic revenue growth of 2-4%, with a focus on innovation and productivity to enhance competitiveness [20] - The company expects core constant-currency EPS to increase by 4-6%, with core EPS growth projected at 5-7% [21] - Capital spending is expected to remain below 5% of net revenues, with a target free cash flow conversion ratio of at least 80% [22] Shareholder Returns - PepsiCo announced a 4% increase in its annualized dividend to $5.92 per share, marking the 54th consecutive year of dividend growth [15] - The company plans to return a total of $8.9 billion to shareholders in 2026, including $7.9 billion in dividends and $1 billion in share repurchases [23]

Core Viewpoint - JPMorgan has raised the price target for Tyson Foods (TSN) to $67 from $63 while maintaining a Neutral rating on the shares following the earnings report [1] Group 1: Company Performance - Tyson Foods continues to face challenges in the beef segment, indicating ongoing difficulties in this area [1] - There are encouraging signs in other segments of the business, suggesting potential for improvement outside of beef [1]

Core Viewpoint - A shareholder class action lawsuit has been filed against Beyond Meat, alleging false and misleading statements regarding the company's business and operations, particularly concerning the valuation of long-lived assets and the potential for non-cash impairment charges [1]. Group 1: Lawsuit Details - The lawsuit claims that Beyond Meat's long-lived assets have a book value that exceeds their fair value, indicating a likely need for a material, non-cash impairment charge [1]. - It is also alleged that these issues may hinder Beyond Meat's ability to file periodic reports with the SEC in a timely manner [1]. Group 2: Legal Representation - Shareholders who purchased Beyond Meat shares between February 27, 2025, and November 11, 2025, and suffered significant losses are encouraged to discuss their legal rights with Holzer & Holzer, LLC [2]. - The deadline for shareholders to request to be appointed as lead plaintiff in the case is March 24, 2026 [3]. Group 3: Law Firm Background - Holzer & Holzer, LLC is recognized as a top-rated securities litigation law firm and has a history of recovering hundreds of millions of dollars for shareholders affected by corporate misconduct [3].

Company Overview - Tyson Foods, Inc. is valued at a market cap of $23.1 billion and is one of the world's largest producers of animal protein, operating in chicken, beef, pork, and prepared foods segments [1] Market Performance - Over the past 52 weeks, Tyson Foods shares have increased by 12.2%, underperforming the S&P 500 Index, which rose by 15.4%. However, year-to-date, the stock is up 10.5%, outperforming the S&P 500's 1.1% increase [2] - Tyson Foods has also outperformed the First Trust Nasdaq Food & Beverage ETF, which rose by 2.1% over the past 52 weeks and 8.9% year-to-date [3] Financial Performance - In the fiscal 2026 first-quarter earnings report, Tyson Foods reported sales of $14.31 billion, a 5.1% increase year-over-year, but gross profit declined to $808 million. The adjusted EPS was $0.97, exceeding expectations, and cash flow from operating activities was strong at $942 million [5] - For the current fiscal year ending in September, analysts expect Tyson Foods' EPS to grow by 4.1% year-over-year to $3.95. The company's earnings surprise history is mixed, with three out of the last four quarters exceeding consensus estimates [6] Analyst Ratings - The consensus rating for Tyson Foods is a "Moderate Buy," based on three "Strong Buy" and seven "Hold" ratings among 10 analysts [6] - The consensus rating has improved from an overall "Hold" rating a month ago. Andrew Strelzik of BMO Capital Markets reaffirmed an "Outperform" rating and raised the price target from $67 to $73, indicating confidence in the company's growth prospects [7]

Financial Data and Key Metrics Changes - The company reported a significant focus on the chocolate category, which has shown resilience despite price volatility in 2025 [6][9] - Cocoa prices have recently declined unexpectedly, which may lead to short-term pressures for the industry [8][9] - The company aims to increase margins in the chocolate business significantly by 2027 due to improved cocoa pricing [9] Business Line Data and Key Metrics Changes - The chocolate strategy has been effective, with successful execution in major markets like India, Brazil, and Australia, while adjustments are needed in northern European markets due to higher elasticity [6][7] - The company plans to invest more in brand marketing and innovation, particularly with successful collaborations like Biscoff [8][9] Market Data and Key Metrics Changes - Emerging markets have shown strong momentum, with expectations for continued growth in high single digits, while developed markets are expected to see declines in the low to mid-single digits [36][38] - The North American market is facing challenges, with consumer confidence at historic lows and a decline in the biscuit category [25][28] Company Strategy and Development Direction - The company is focusing on brand investments and innovation to drive volume growth, particularly in North America and Europe [29][30] - There is a strategic emphasis on adapting to consumer behavior changes, with a focus on value-seeking consumers [25][28] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the 2026 guidance, highlighting the need for flexibility due to recent cocoa price dynamics [12][13] - The company anticipates a gradual improvement in volume and revenue throughout 2026, with a focus on maintaining pricing strategies [22][24] Other Important Information - The company is investing in cocoa-growing regions outside of West Africa to diversify supply and reduce risks associated with crop diseases [69][70] - There is an ongoing exploration of lab-grown cocoa as a sustainable alternative, which may gain regulatory approval in the future [70][71] Q&A Session Summary Question: What is the outlook for the chocolate strategy given cocoa price changes? - Management noted that the chocolate category has shown resilience and that adjustments will be made to pricing strategies in response to cocoa price fluctuations [6][7] Question: How does the company plan to address cost phasing in 2026? - The company will face a one-time inventory adjustment impacting costs, with expectations for sequential improvements in volume and revenue throughout the year [22][24] Question: What is the strategy for North America amidst weak volume trends? - Management highlighted the need for increased investments to drive consumer awareness and adapt to changing shopping behaviors, focusing on value and promotions [25][28] Question: How will emerging markets perform in 2026? - Emerging markets are expected to continue growing, with Brazil and Mexico showing strong performance, while Argentina's economic issues are impacting overall regional results [44][45] Question: What are the expectations for profitability recovery in European chocolate? - The company aims to return to pre-2025 profitability levels by investing in brand marketing and adjusting pricing strategies as cocoa prices stabilize [60][61]

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Beyond Meat, Inc. (NASDAQ: BYND) between February 27, 2025 and November 11, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 24, 2026. SO WHAT: If you purchased Beyond Meat securities during the Class Perio ...

Core Insights - Mondelēz International reported a 5.8% increase in net revenues for FY'25, driven by a 4.3% organic net revenue growth, despite a volume/mix decline of 3.7% [1][8] - The diluted EPS for FY'25 decreased by 44.7% to $1.89, while the adjusted EPS was $2.92, down 14.6% on a constant currency basis [1][4] - The company generated $4.5 billion in cash from operating activities and returned $4.9 billion to shareholders [1][8] Financial Performance - FY'25 net revenues reached approximately $38.5 billion, with organic net revenue growth attributed to higher net pricing, partially offset by unfavorable volume/mix [3][8] - Gross profit for FY'25 decreased by $3.3 billion, with a gross profit margin decline of 1,070 basis points to 28.4% due to unfavorable commodity and foreign currency impacts [4][8] - Operating income fell by $2.8 billion, resulting in an operating income margin of 9.2%, down 820 basis points [4][8] Regional Performance - In Q4 2025, net revenues in Latin America increased by 7.9%, while North America saw a slight decline of 0.6% [3] - For the full year, Latin America reported a 0.5% decrease in net revenues, while Europe experienced a 12.9% increase [3] 2026 Outlook - The company anticipates organic net revenue growth for 2026 to be flat to 2%, with adjusted EPS growth expected to be flat to 5% on a constant currency basis [7] - Free cash flow for 2026 is projected to be approximately $3 billion, with currency translation expected to positively impact net revenue growth by about 2% [7][8] Strategic Focus - The CEO emphasized the company's commitment to sustainable, profitable growth through improved volumes, brand investments, and cost savings [2] - The company aims to leverage its scale, iconic brands, and supply chain strength to create long-term shareholder value [2]