Core Insights - Kimberly-Clark Corporation (KMB) is expected to report a decline in both revenue and earnings for the fourth quarter of 2025, with revenue estimated at $4.12 billion, reflecting a 16.4% decrease year-over-year [1][10] - The consensus estimate for earnings per share (EPS) is $1.39, indicating a 7.3% decline from the previous year [2][10] Factors Influencing Results - The company operates in a competitive environment with value-conscious consumer behavior, leading to increased promotional intensity, particularly in North America, while demand in core categories remains resilient [3] - Productivity and cost management are crucial for performance, with industry-leading productivity supporting profitability, although margins are pressured by price investments and tariff-related costs [4] - Innovation and brand investment are key strategies, with continued support for core brands through targeted marketing and a good-better-best value strategy, although results may be impacted by foreign currency translation [5] Earnings Predictions - The current model does not predict an earnings beat for KMB, as it holds a Zacks Rank of 4 (Sell) and an Earnings ESP of 0.00% [6]

【新华企业资讯1月23日】1月23日，海天味业控股总公司海天集团全球总部大厦启幕仪式在佛山隆重举行。活动以"从这里，向世界"为主题，将醒狮、"400 年正宗中国味"景墙揭幕等传统文化元素巧妙融入其中，政府相关代表、全球合作伙伴、行业人士及媒体齐聚现场，共同见证了这一历史性时刻。 图：海天集团大厦启幕仪式 此次海天集团全球总部大厦的启幕，不仅是企业物理空间的迭代升级，更是海天集团站在400余年发展积淀的全新起点上，向全球市场发出的宣言。这一里 程碑事件，标志着这家中国调味品领军企业，在向"全球综合性食品集团"奋进的征程中，迈出了至关重要的一步。 作为海天集团全球战略的核心载体，海天集团大厦地处广佛门户千灯湖CBD核心，交通便捷，坐拥广佛优质人才与成熟商务资源，周边总部经济集聚。项 目定位国际办公总部与创新型商业体，以超甲级标准建设，搭配国际物业服务。更有共享会务、公共食堂等完善配套与人文关怀服务，为企业提供高品质办 公体验。 多维能力跃升，锚定全球化航向 转自：海天味业 时间的指针拨回明朝万历年间，佛山第一家古酱园"茂隆"开业，400年老字号传奇自此起步；1955年，佛山当地25家优质酱园合并重组，为企业规模化 ...

Core Insights - Mondelēz International has launched applications for the 2026 class of CoLab Tech, a global R&D tech accelerator program aimed at collaborating with entrepreneurs in snack-forward technologies [1][6] - The program focuses on advancing innovation in supply chain resilience, consumer wellness, operational efficiencies, and sustainable packaging [1][8] Group 1: Program Details - The CoLab Tech curriculum is designed to foster collaboration with innovators to enhance Mondelēz's capabilities and impact [2][5] - Applications are open from January 22 to March 31 for start-ups with a minimum viable product and at least five employees, with a preference for diverse and minority board members [6][8] Group 2: Focus Areas - Climate Resilience: Technologies aimed at protecting ingredient supply chains, particularly in cocoa and wheat, through efficient fermentation and sustainable agricultural practices [9] - Breakthrough Performance Technologies: Innovations that improve energy efficiency, develop sustainable materials, and streamline operational processes [9] - Next-Generation Ingredients: Solutions that meet consumer demand for functional snacks with indulgent taste, including increased fiber and protein content [9] - Delightful Product and Packaging: Technologies that enhance sensory experiences, extend shelf life, and provide non-plastic packaging solutions [9] Group 3: Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion in 2024 and is recognized for its iconic brands such as Oreo, Ritz, and Toblerone [10]

Core Insights - Mondelēz International has launched applications for the 2026 class of CoLab Tech, a global R&D tech accelerator program aimed at collaborating with entrepreneurs to develop snack-forward technologies with high commercialization potential [1][6] - The program focuses on advancing Mondelēz's innovation agenda, emphasizing supply chain resilience, consumer wellness, operational efficiencies, and sustainable packaging [1][5] Group 1: Program Details - The CoLab Tech program is designed to connect Mondelēz with innovators to enhance capabilities and share expertise, ultimately making a significant impact on the snack industry [2][5] - Applications are open from January 22 to March 31 for start-ups that have a minimum viable product and at least five employees, with a preference for those with diverse and minority board members [6][7] Group 2: Focus Areas - The program's priorities include: - Climate Resilience: Technologies that protect ingredient supply chains, particularly in cocoa and wheat, through efficient fermentation and sustainable agricultural practices [8] - Breakthrough Performance Technologies: Innovations that improve energy efficiency, develop sustainable materials, and enhance R&D processes [8] - Next-Generation Ingredients: Solutions that meet consumer demand for functional snacks with indulgent flavors, such as increased fiber and protein content [8] - Delightful Product and Packaging: Technologies that enhance taste and texture, extend shelf life, and provide non-plastic packaging solutions [8] Group 3: Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion in 2024 and operates in over 150 countries, offering iconic brands like Oreo, Ritz, and Toblerone [9]

Group 1 - Morgan Stanley downgraded Calbee (CBCFF) to Equal Weight from Overweight with a price target of 3,100 yen, down from 3,300 yen [1] - The downgrade is attributed to higher-than-expected fixed-cost burdens at the Setouchi Hiroshima plant due to potato shortages [1] - Earnings forecasts have been lowered to reflect these increased costs [1]

By Ana Mano SAO PAULO, Jan 22 (Reuters) - The world's largest meat company JBS will double production output in its new chicken processing ​plant in the Saudi Arabian city of Jeddah by the end ‌of 2026, according to a statement on Thursday. JBS's bet in Saudi Arabia underpins a strategy to ‌increase local food production, while supporting Saudi Arabia's resolve to reduce reliance on food imports, a step also taken by a rival Brazilian food producer. The plant, which JBS built from the ground and starte ...

Market Reaction - The stock market rebounded significantly after President Trump's announcement regarding a potential deal about Greenland and the decision not to impose tariffs on several European countries, with the Dow Jones Industrial Average rising 1.2% (nearly 600 points) to 49,072, the S&P 500 gaining 1.1%, and the Nasdaq advancing over 250 points (1.2%) [1][2][10] Company Performance - Halliburton's stock increased by 2.9% following a stronger-than-expected profit report for the latest quarter [8] - United Airlines saw a 2.7% rise in its stock price after reporting better-than-expected profits for the end of 2025, with CEO Scott Kirby indicating strong revenue momentum continuing into 2026 [8] - Conversely, Netflix's stock dropped by 2.9% despite reporting a stronger profit than anticipated, as investors were concerned about slowing subscriber growth and a lower-than-expected profit forecast for the current quarter [9] - Kraft Heinz's stock fell by 6.3% after Berkshire Hathaway indicated it might sell its 325 million shares in the company [11]

Nathan’s Famous, which opened as a 5-cent hot dog stand in Coney Island more than a century ago, has been sold to packaged meat giant Smithfield Foods in an all-cash $450 million deal, the companies announced Wednesday. Smithfield, which has held rights to produce and sell Nathan’s products in the U.S. and Canada and at Sam's Clubs in Mexico since 2014, will acquire all of Nathan's outstanding shares for $102 each. Like almost every food company, Nathan’s has been under significant inflationary pressure. ...

Core Insights - B&G Foods, Inc. reported a 4.7% decline in net sales year over year, totaling $439.3 million, while base business net sales fell 2.7% excluding divestitures [1][9] - Adjusted EBITDA remained stable at $70.4 million, indicating resilience in profitability despite lower revenue [1][9] Segment Performance - The Frozen & Vegetables segment showed a significant recovery with adjusted EBITDA rising to $3 million, attributed to favorable crop pack costs and productivity gains in Mexico [2] - The Spices & Seasonings segment experienced a 2.1% growth in net sales, although it faced cost pressures from tariffs [2] Strategic Initiatives - B&G Foods is restructuring its portfolio, highlighted by the divestiture of its Canadian Green Giant canned and frozen vegetables business [3] - The company is implementing a $10 million cost savings program, aiming for annual savings of $15 million to $20 million through improved productivity and cost management [4] Future Outlook - Fiscal 2026 is expected to reflect a more focused and higher-margin portfolio, aimed at simplifying the company's operations and improving margins [5] Stock Performance - B&G Foods' shares have decreased by 6.3% over the past six months, outperforming the industry decline of 16% [6] - The company trades at a forward price-to-earnings ratio of 8.50, which is lower than the industry average of 14.8 [8]

The S&P 500 rose 0.3 per cent, recovering part of its 2.1 per cent decline on Tuesday, which marked its worst day since October. The benchmark moved closer to the record high it had touched earlier this month. The Dow Jones Industrial Average advanced about 200 points, or 0.4 per cent, while the Nasdaq Composite edged up 0.1 per cent in early trade, AP reported.Markets found some support after Trump, speaking before business and government leaders in Europe, said he would not use force to take “the piece of ...