If an investor is eyeing the food sector and the recent shift in consumption habits toward healthier, protein‑rich foods—further fueled just last week by the U.S. government’s updated nutrition guide —it’s hard to overlookI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myse ...

1月10日，2026年涪陵榨菜集团经销商大会在重庆市渝中区举行。本次大会聚集涪陵榨菜集团家庭、餐饮、国际、新渠道四大事业部核心经销商，旨在凝聚 行业共识、汇聚渠道合力，共同研讨未来五年国家经济发展趋势下的企业机遇。 本次经销商大会议程紧凑、内容详实。会上发布的2026年战略规划收获参会经销商高度认可，随后进行的新品发布通过详细介绍产品特性与应用场景，为渠 道布局注入新动能，引发参会经销商广泛关注。 面对2025年复杂市场环境，涪陵榨菜集团展现出强劲韧性，实现逆势增长。其核心产品稳居国民餐桌核心佐餐品类，脆口榨菜芯凭借"轻盐嫩脆"特点受年轻 消费者青睐，单场直播销量突破十万袋，潜力显著。 在产品力驱动下，集团四大渠道全面拓展：国际业务在贸易压力下仍增长14%；餐饮渠道则成功进入知名连锁品牌供应链。展望2026年，集团将通过稳定榨 菜主业、优化布局、推出新品、提升效能、抢占赛道等举措，助力渠道共赢。 大会现场（涪陵区委宣传部供图） 2025年，集团创新成果显著，申报2项发明专利并推出55支新品。"轻盐榨菜工艺"契合健康趋势，旗下轻盐系列产品稳步拓展健康化市场；新品乌江老重庆 杂酱、肉末豇豆上线即登顶抖音相关榜单， ...

Convaincu que l'impact positif est un moteur tant pour l'entreprise que pour la société, le Groupe Bonduelle est fier d'annoncer qu'il a obtenu la certification internationale B CorpTM à l'échelle mondiale. Cette étape importante propulse Bonduelle dans le cercle très restreint des groupes français certifiés B Corp et contribue à son ambition de servir une mission moderne : inspirer la transition vers une alimentation plus végétale pour contribuer au bien-être de l’Homme et à la préservation de la planète. ...

Core Viewpoint - Bonduelle Group has achieved B Corp certification, highlighting its commitment to sustainability and a plant-rich diet, which aligns with its mission to positively impact both society and the environment [2][3][17]. Group 1: B Corp Certification - The B Corp certification is part of Bonduelle's "Transform to Win" plan, emphasizing sustainability as a core aspect of its business model [5]. - B Corp certification evaluates companies based on five pillars: governance, employees, communities, customers, and the environment, promoting continuous improvement [7][15]. - Bonduelle's CEO, Xavier Unkovic, stated that B Corp certification enhances transparency and strengthens commitments to stakeholders, fostering a more responsible business model [8][10]. Group 2: Company Performance and Goals - Bonduelle generated revenue of €2.2 billion for the 2024-2025 financial year, reflecting its strong market position [17]. - The company has trained 11,000 chefs in plant-rich cuisine over the past three years, indicating its commitment to promoting healthier eating habits [18]. - 98% of Bonduelle's products have a Nutri-Score of A or B, showcasing the nutritional quality of its offerings [18]. Group 3: Environmental and Social Impact - 59% of Bonduelle's partner farmers practice regenerative agriculture, with a goal to increase this to 80% by 2030, demonstrating a commitment to sustainable farming practices [18]. - 73% of irrigable farmland is equipped with systems to limit irrigation, with plans to increase this to 90% by 2030, reflecting efforts to conserve water resources [18]. - 100% of Bonduelle's sites are involved in local initiatives that have a positive impact, reinforcing its community engagement [18].

就业市场整体疲软背景下，医疗保健和社会服务行业稳定招聘成为少数避风港。75%年轻求职者更倾向选择医院等稳定场所，而非曾象征高薪机遇的科技巨 头。 7 e l y H 美国劳工部最新就业报告显示劳动力市场疲软：2025年12月新增就业5万个，全年新增58.4万个，较2024年200万个大幅下滑，创下2000年代初以来非经济衰 退时期最低纪录。 这让依赖稳定工作的普通美国人陷入焦虑，就业停滞不再是抽象指标，而是制造业车间、农场田间、运输线路上的真实困境，政策选择的连锁反应持续发 酵。 经济学家马克·赞迪指出，关税政策是核心影响因素。2025年4月关税政策推出后，美国就业市场持续疲软，后续数据修正后或出现净就业下降。 普通劳动者面临切实生存压力：制造业已流失7万个岗位，采矿、伐木和仓储业就业机会缩减数万，从业者或面临失业，或失去晋升加薪可能。关税推高成 本，企业重新评估盈利空间，暂停扩产招聘计划，部分企业裁员维持运营，经营不确定性转化为劳动者职业焦虑。 关税之外，多重政策叠加加剧就业压力。限制性移民政策导致农业、食品加工等依赖移民劳动力的行业用工短缺，也剥夺部分移民稳定就业收入；政府效率 部补贴削减让中小企业失去政 ...

Core Perspective - The collaboration between October Rice Field and actress Jiang Yan aims to revive the essence of Chinese New Year celebrations through the theme "Continuing the Flavor of Jiang" and emphasizes emotional connections and quality rice as a response to the societal sentiment of diminishing festive flavors [1][4]. Brand and Product Positioning - Jiang Yan has been appointed as the brand ambassador for October Rice Field, marking the beginning of the 2026 New Year Festival, with a focus on deep emotional resonance rather than mere celebrity endorsement [1][3]. - The brand's visual campaign centers around the theme of "returning home," featuring Jiang Yan in festive attire, symbolizing warmth and anticipation for family reunions, thereby linking quality rice to the concept of homecoming [3][4]. Emotional and Cultural Resonance - The partnership reflects a shared commitment to "authentic living" and "long-termism," with both Jiang Yan and October Rice Field emphasizing quality and emotional connections in their respective fields [4][6]. - Jiang Yan's portrayal of home-cooked meals aligns with October Rice Field's quality control, reinforcing the message that choosing good rice equates to choosing peace of mind for consumers [4][6]. Product Quality and Origin - October Rice Field promotes its premium rice varieties, such as the "Hanlu Qiuxiang" and "Long Grain Fragrant Rice," which are cultivated in Northeast China's fertile black soil, ensuring high quality and rich flavor [8]. - The brand's meticulous quality control from selection to processing highlights its commitment to delivering a product that resonates with consumers' expectations of quality and authenticity [8]. Market Impact and Brand Value - The collaboration is positioned as a meaningful dialogue between a national brand and a beloved public figure, enhancing market presence and consumer trust for both parties [8]. - October Rice Field aims to evoke memories of home and family through its products, reinforcing its role as a symbol of warmth and connection during festive occasions [8].

Company Overview - Lamb Weston Holdings, Inc. (NYSE:LW) is recognized as one of the best consumer staples dividend stocks to invest in currently [1] Financial Performance - For the quarter ended November 23, Lamb Weston reported revenue of $1.62 billion, exceeding expectations of $1.59 billion [5] - Adjusted earnings were 69 cents per share, surpassing the estimate of 65 cents [5] - The company maintained its annual revenue forecast at $6.35 billion to $6.55 billion, which is below the consensus estimate of $6.52 billion [5] Market Sentiment - Barclays has cut its price target for Lamb Weston from $68 to $55 while maintaining an Overweight rating, citing that the recent 26% selloff in the stock was overdone [2] - Despite a strong first-half fiscal 2026 EBITDA performance, the company did not raise its guidance, leading to investor frustration [2][3] Industry Context - The broader french fry industry outlook remains positive, despite challenges such as ongoing inflation and trade uncertainties affecting consumer spending [2][4] - International sales increased by 4% year over year in the second quarter, while North American sales remained flat at $1.07 billion [4]

Beyond Meat, Inc. ( BYND ) is a company that has been seen as having a lot of potential in the past. The trend towards healthy eating has brought theMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver tenfold returns or even greater.M ...

Key Takeaways Lamb Weston plans to close its Munro, Argentina plant and shift Latin America output to Mar del Plata. LW intends to curtail a Netherlands production line to manage underutilization and inventories.Lamb Weston's actions support its Focus to Win strategy and balance supply and demand.Lamb Weston Holdings, Inc. (LW) has announced changes to its global manufacturing footprint, beginning with plans to close its Munro facility in Argentina and shift production for Latin America to its newer plant i ...

Thaifoods Group CEO Winai Teawsomboonkij has resigned after being fined for insider trading. His resignation takes effect retroactively from 26 December. According to a statement by the meat processor, issued yesterday (8 January), Teawsomboonkij has not carried out any duties nor taken part in operations and decision-making since that date. In December, the Thai Securities and Exchange Commission (SEC) imposed civil penalties on Teawsomboonkit and five others for the use of inside information to buy t ...