NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of BellRing Brands, Inc. (NYSE: BRBR) between November 19, 2024 and August 4, 2025, both dates inclusive (the “Class Period”), of the important March 23, 2026 lead plaintiff deadline. SO WHAT: If you purchased BellRing securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In BellRing To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in BellRing between November 19, 2024 and August 4, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Faru ...

New York, NY, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Kosterina, a modern Mediterranean wellness brand known for its premium extra virgin olive oils and food-first philosophy, has launched its Crushed Fruit Vinegars and Balsamic Vinegars at Walmart. The rollout spans approximately 4,300 Walmart stores, marking a significant expansion for the brand into mass retail. Kosterina Crushed Fruit Vinegars are made with just three clean ingredients and contain no added sugar, preservatives, or artificial flavors. Brig ...

Core Insights - PepsiCo, Inc. (PEP) has a market capitalization of $222.7 billion and has outperformed the broader market over the past 52 weeks, with shares rising 16.5% compared to the S&P 500 Index's 15.4% gain [1] - Year-to-date, PEP's stock is up 16.5%, significantly outperforming the S&P 500's return of 1.1% [1] - PEP has also outperformed the First Trust Nasdaq Food & Beverage ETF (FTXG), which increased by 5.3% over the past 52 weeks and 10.1% year-to-date [2] Financial Performance - On February 3, PEP's shares rose 4.9% following better-than-expected Q4 earnings results, with net revenue increasing 5.6% year-over-year to $29.3 billion, surpassing consensus estimates by 1.2% [5] - The adjusted EPS for the quarter was $2.26, reflecting a 15.3% increase from the previous year and slightly exceeding Wall Street estimates [5] - For fiscal 2026, analysts project PEP's EPS to grow by 5% year-over-year to $8.55 [6] Analyst Ratings - Among 21 analysts covering PEP, the consensus rating is a "Moderate Buy," consisting of eight "Strong Buy," 12 "Hold," and one "Strong Sell" [6] - The configuration of analyst ratings has become more bullish, with seven analysts now suggesting a "Strong Buy" [7] - DBS analyst Zheng Feng Chee maintains a "Hold" rating with a price target of $175, indicating a 6.5% potential upside from current levels, while the Street-high price target of $179 suggests an 8.9% potential upside [7]

Company Overview - Beyond Meat's core product is a plant-based meat alternative, initially focusing on hamburgers and later expanding to other products like nuggets and sausage [1] - Despite the product lineup expansion, the company's sales performance has been weak [1] Sales Performance - In the first nine months of 2025, Beyond Meat's revenue declined by 14%, following a 5% decline in 2024 [2] - The company's sales volume has decreased across all channels during both periods, indicating reduced consumer interest in its products [2] New Product Introduction - Beyond Meat is attempting to broaden its market reach with a new protein drink called Beyond Immerse, although this move may not be as beneficial as the company hopes [3] - The new product is currently only available through the company's own website, suggesting limited market testing capabilities [4] Competitive Landscape - Beyond Meat faces significant competition from larger consumer staples companies like Coca-Cola and PepsiCo, which have more resources for research, development, and distribution [4] - These competitors are likely to conduct in-house testing and roll out products more effectively than Beyond Meat [5] Financial Position - The company is operating from a position of weakness, with no positive free cash flow and ongoing cash burn as it seeks to establish a sustainable business [6] - The introduction of the new protein drink does not indicate an improvement in the company's overall fortunes [7] Investment Considerations - For investors seeking consumer staples opportunities, larger and more established companies may present better options than Beyond Meat, given its current business state [7]

Financial Data and Key Metrics Changes - The company is pleased with the momentum in emerging markets and has seen sequential improvements in developed markets, although not fully recovered [12] - The guidance for 2026 is cautious due to short-term pressures, particularly in the U.S. biscuit category, which is expected to remain subdued in the first half of the year [12][13] - The company anticipates a significant impact of $500 million in the first quarter due to inventory accounting adjustments [21] Business Line Data and Key Metrics Changes - The chocolate category has shown resilience despite price volatility, with successful execution of the chocolate strategy through pricing and revenue growth management [5][7] - In North America, the biscuit category has seen a volume decline of 4% in the last three months and 3% for the year 2025, indicating a challenging operating environment [26] - The company plans to invest more in brand awareness and improve frequency and quantity of purchases in North America, focusing on successful products like Perfect Bar and Tate's Premium Biscuit [27][28] Market Data and Key Metrics Changes - Emerging markets are expected to continue growing, with high single-digit growth anticipated, while developed markets may decline in the low to mid-single digits [36] - The company is adjusting pricing strategies in Europe, expecting stability in the chocolate category after significant price increases in 2025 [12][13] - The North American market is characterized by low consumer confidence and a shift towards value-seeking behavior, affecting overall snacking categories [25][26] Company Strategy and Development Direction - The company aims to increase investments behind its brands to drive volume growth and improve profitability, particularly in the chocolate segment [8][54] - There is a focus on innovation and new product activations, with plans to enhance the chocolate strategy further during the CAGNY Conference [10] - The company is diversifying its cocoa supply sources to mitigate risks associated with reliance on traditional cocoa-growing regions [68][69] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the recent decline in cocoa prices, which may lead to competitive reactions and necessitate flexibility in guidance for 2026 [9][13] - The company expects to see improved margins in the chocolate business by 2027, driven by better cocoa pricing and strategic investments [9][54] - Management is optimistic about returning to pre-2025 profitability levels in the European chocolate division, with plans for selective price investments if necessary [59][60] Other Important Information - The company is investing in cocoa-growing regions outside of West Africa to balance supply and reduce long-term risks [68][69] - There is an expectation of a significant uplift in chocolate margins in 2027, with a focus on reinvesting part of the gains back into the business [54] Q&A Session Summary Question: What is the company's outlook on cocoa pricing and its impact on guidance? - Management indicated that recent cocoa dynamics might require adjustments and flexibility in guidance, with a focus on winning with consumers and in the marketplace [13][14] Question: How does the company plan to address cost phasing and pricing in 2026? - The company plans to maintain flat pricing in chocolate while managing costs, with a significant impact expected in the first quarter due to inventory adjustments [20][21] Question: What is the strategy for North America given the current market conditions? - Management highlighted the need to adapt to consumer behavior, focusing on value-seeking strategies and increasing market share through targeted investments [25][27] Question: How does the company view the impact of GLP-1 medications on its business? - Management believes that the adoption rate of GLP-1 medications will not significantly impact overall business volumes in the short term [65][66] Question: What are the company's plans for investments in cocoa-growing regions? - The company is diversifying its cocoa supply sources to reduce risks and is investing in regions like Ecuador and Brazil to enhance output [68][69]

Q4 & FY 2025 RESULTS February 3, 2026 FORWARD-LOOKING STATEMENTS This presentation and accompanying prepared remarks contain forward-looking statements. All statements other than statements of historical fact are "forward-looking statements" for purposes of federal and state securities laws. Words, and variations of words, such as "will," "may," "expect," "would," "could," "might," "intend," "plan," "believe," "likely," "estimate," "anticipate," "objective," "predict," "project," "drive," "seek," "aim," "ta ...

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. and its senior executives for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][2]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, captioned Denha v. BellRing Brands, Inc., No. 1:26-cv-00575, with investors having until March 23, 2026, to seek lead plaintiff status [2]. - The complaint alleges violations under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in BellRing securities [2]. Group 2: Company Background - BellRing Brands develops, markets, and sells "convenient nutrition" products, primarily known for its ready-to-drink protein shakes under the Premier Protein brand [3]. - The company previously claimed that its sales growth was due to increased consumer demand and various positive factors, while downplaying competitive pressures [3]. Group 3: Stock Performance and Impact - On May 6, 2025, BellRing's CFO indicated that several key retailers had reduced their inventory levels, leading to a projected mid-single-digit headwind for Q3 growth, resulting in a stock price drop of $14.88 per share, or 19% [4]. - Following the release of Q3 2025 financial results on August 4, 2025, and a narrowed fiscal year outlook due to increased competition, the stock price fell by $17.46 per share, nearly 33% [5][6].

Core Insights - PepsiCo is focusing on enhancing its operational efficiency and product offerings, driven by activist investor pressure [1][2][9] - The company is rationalizing its product lines and trade spending to improve profitability and market positioning [2][3][11] Group 1: Strategic Focus - PepsiCo is consolidating its product SKUs and plants to streamline operations and reduce costs [2][11] - The company is enhancing its product portfolio by introducing more functional beverages, such as those with added protein and prebiotics [10][11] Group 2: Market Position and Competition - PepsiCo holds a dominant market share, particularly in the snack segment, with Frito-Lay commanding around 60% in key channels [5][7] - The company’s direct store delivery system provides a competitive advantage by ensuring better product availability and positioning in retail [6][7] Group 3: Pricing Strategy - While PepsiCo is rolling back some prices, it is also facing pressure from private label products and rising costs since the pandemic [7][8] - The potential for a price war exists as competitors may feel compelled to lower prices in response to PepsiCo's pricing strategies [4][8]

Core Viewpoint - Mondelez International, the parent company of Cadbury, has projected annual revenue and profit figures that fall short of Wall Street expectations, indicating a shift in consumer behavior towards lower-priced products [1] Group 1: Financial Forecast - The company forecasts annual revenue and profit below Wall Street estimates, reflecting challenges in the premium segment of its product offerings [1] - Shoppers are increasingly opting for cheaper alternatives instead of higher-priced chocolates and biscuits, impacting sales [1] Group 2: Consumer Behavior - There is a noticeable trend of consumers trading down from premium products to more affordable options, which may affect the overall market dynamics for confectionery and snack products [1]