Core Insights - Mondelez International, Inc. is expected to report revenue growth of 5.9% year-over-year, reaching $9.74 billion for Q3 2025 [1][9] - However, the company's earnings per share are projected to decline by 26.3% year-over-year, remaining at 73 cents [2][9] Revenue Performance - The growth in revenue is attributed to strong performance in chocolate and biscuit categories, supported by effective pricing actions and brand execution [3][4] - The company anticipates a 3.8% revenue growth in the biscuit category for the third quarter [3] - Organic revenue growth is expected to be 4.6% for Q3, driven by a 7.4% increase in pricing [4] Cost and Profitability Challenges - Mondelez faces challenges from elevated input costs, particularly high cocoa prices, and an unfavorable product mix, which may impact profitability [5] - Higher operating expenses are also contributing to the pressure on margins [5] Earnings Prediction Model - The Zacks model indicates that Mondelez does not have a strong likelihood of beating earnings expectations this quarter, with a Zacks Rank of 4 (Sell) and an Earnings ESP of -2.50% [6]

Core Viewpoint - Orkla's Indian subsidiary is set to launch its initial public offering (IPO) next week after receiving regulatory approval, with the offer window scheduled from October 29 to October 31, and anchor investors submitting bids on October 28 [1]. Group 1: IPO Details - The IPO will involve the sale of up to 22.8 million shares, with Orkla Asia Pacific planning to sell approximately 20.5 million shares, representing around 90% of the total offered [2]. - The price band for the IPO is set between Rs695 ($7.9) and Rs730 per share [1]. Group 2: Company Operations - Orkla India operates in the spices and convenience foods sectors under the MTR and Eastern brands, offering a range of products for meals and beverages [3]. - In the quarter ending June 30, spices accounted for 66.3% of Orkla India's revenue, with spice sales valued at Rs3.89 billion for that quarter and annual sales of Rs15.71 billion for fiscal 2025 [3]. - Convenience foods contributed 33.7% of revenue in the same quarter, showing an increase from 31.5% in fiscal 2024 [4]. Group 3: Historical Context - Orkla acquired MTR Foods in 2007, which later purchased Eastern Condiments in 2020 [4]. - Subject to final approvals, trading of Orkla India's shares is expected to commence around November 6 [4].

Core Viewpoint - The decline in Simply Good Foods' shares is primarily attributed to a below-consensus outlook for the upcoming year rather than ongoing challenges with the Atkins brand [1] Company Strategy - Simply Good Foods is in the process of revitalizing the Atkins brand by trimming underperforming SKUs while focusing on innovation in high-protein, low-sugar snack bars and shakes [1][2] - The company has not indicated any plans to dispose of the Atkins brand, with management reaffirming commitment despite recent impairment charges and lowered revenue expectations [3] Market Trends - The increasing use of GLP-1 weight-loss drugs in the US is expected to support Atkins, as users will require protein- and fiber-rich foods [4] - A broader trend towards protein consumption is also noted, with other companies like Supreme acquiring weight-loss brands to capitalize on this shift [4] Financial Outlook - The outlook for fiscal year 2026 reflects a balance between long-term ambitions, growth expectations for Quest and OWYN, and challenges such as reduced distribution for Atkins and inflation-related cost pressures [6] - Bernstein analyst Alexia Howard noted that the recent decline in Simply Good Foods' share price appears oversold, given the company's alignment with consumer interest in high-protein and low-sugar products [6] Brand Performance - Despite the challenges, 75% of Atkins brand sales, which now account for only 25% of total company sales, are reportedly growing healthily with solid margins [7]

Core Points - Lassonde Industries Inc. will host a conference call to discuss its Q3 2025 financial results on November 7, 2025 [1] - The call will be led by CEO Vince Timpano and CFO Eric Gemme, and is open to investors, analysts, and interested parties [1] - A live audio broadcast will be available on the company's website, with a replay accessible until November 14, 2025 [1][2] Company Overview - Lassonde Industries Inc. is a leader in the North American food and beverage industry, developing, manufacturing, and marketing a wide range of products including fruit juices, specialty foods, and fruit-based snacks [4] - The company distributes over 3,500 unique products across various categories, including shelf-stable, chilled, and frozen formats [4] - Lassonde operates 19 plants in Canada and the United States, employing over 2,900 full-time equivalent employees [6] Go-to-Market Strategy - The company's strategy includes retail sales to food retailers and wholesalers, as well as food service sales to restaurants, hotels, hospitals, and schools [5]

Core Viewpoint - The Simply Good Foods Company (NASDAQ: SMPL) experienced a significant decline in stock price due to a net loss in Q4 FY 2025, marking an all-time low for the company [1][3]. Financial Performance - The company reported a net loss of $12.36 million in Q4 FY 2025, a stark contrast to a net income of $29.29 million in the same quarter the previous year [2]. - Net sales for Q4 FY 2025 decreased by 1.86% to $369 million from $376 million year-on-year, impacted by a 6.9% headwind from an extra week in Q4 FY 2024 [2]. - For the full fiscal year, net income was $103.6 million, down 25.6% from $139.3 million in FY 2024, while net sales increased by 11.5% to $1.45 billion from $1.33 billion year-on-year [3]. Future Outlook - The company anticipates net sales for FY 2026 to fluctuate by either a decrease or an increase of 2% year-on-year [4]. - The President and CEO, Geoff Tanner, highlighted a balanced outlook for FY 2026, considering long-term ambitions and growth expectations for brands like Quest and OWYN, while also addressing challenges such as reduced distribution for Atkins and inflation-related cost pressures [5][6].

Group 1 - The 2025 Global High-end Food and Quality Agricultural Products Expo is being held in Shenzhen from October 22 to 24, showcasing a variety of local and international food products [1] - The event attracted a diverse audience, including local residents, business owners seeking opportunities, and tourists from other regions, indicating strong consumer interest [1] - The expo aims to leverage the Greater Bay Area's market advantages, with over 2.3 million food production and operation enterprises across nine cities, and Shenzhen's daily food consumption exceeding 22,000 tons [1] Group 2 - The expo includes various business matching activities, such as closed-door meetings for professional buyers and promotional events for regional governments, targeting major buyers like Haidilao and Coca-Cola [2] - High-profile forums will be held, including the 2025 China-Europe International Food Innovation Forum focusing on cutting-edge food technology and international cooperation [2] - The event will also feature the third Future Agriculture Food 500 Innovation Forum, which will release an industry innovation list to identify new opportunities in the agricultural food sector [2]

"食"尚肇庆，"饮"领湾区。10月23日，2025肇庆市食品饮料产业招商大会举行，全面推介肇庆市食品饮 料产业投资环境，促进肇庆深度对接优质食品饮料产业链、供应链、创新链。 张俊修表示，肇庆食品行业发展历史悠久，农业、南药种植资源丰富优质，发展食品饮料产业优势突 出、前景广阔。希望肇庆进一步坚定发展壮大食品饮料产业的信心决心，围绕"政策保障、规划布局、 标准制定"等方面下足功夫，全力推动产业做大做优做强，擦亮食品饮料行业的"肇庆名片"，为全省食 品工业高质量发展作出新贡献。 2025年10月23日，2025肇庆市食品饮料产业招商大会举行。（主办方供图） 活动进行了肇庆市食品饮料与健康产业高质量发展行动计划介绍、肇庆市食品饮料产业科技创新能力介 绍、肇庆市农业产业资源发布等环节，播放了《肇庆农业全产业链篇：链向未来》短片，西江实验室有 关负责人就科技赋能食品饮料产业高质量发展作推介。活动还举办了2025肇庆食品饮料产业对接交流 会，四会市、封开县、怀集县作了专题推介。活动期间还将举办首届广东省健康饮料产业创新发展交流 会。 近年来，肇庆充分发挥资源禀赋、交通区位和产业基础等优势，大力发展食品饮料特色产业，全力打 ...

Core Viewpoint - Post Holdings, Inc. will hold a conference call on November 21, 2025, to discuss its fourth-quarter financial results for fiscal year 2025 and provide an outlook for fiscal year 2026 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for November 21, 2025, at 9:00 a.m. ET, featuring key executives including the CEO and CFO [1]. - Financial results for the fourth quarter will be released after market close on November 20, 2025 [2]. - Interested parties can join the call by dialing specific numbers for the U.S. and international participants, with a conference identification number provided [3]. Group 2: Replay Information - A replay of the conference call will be available until November 28, 2025, with specific dialing instructions for U.S. and international listeners [4]. - A webcast replay will also be accessible for a limited time on Post's website [4]. Group 3: Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories [5]. - The company includes brands such as Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, with a strong presence in ready-to-eat cereals, pet food, and refrigerated foods [5].

Core Point - The union representing Starbucks baristas announced plans to vote on authorizing an unfair labor practice strike at unionized locations, aiming to pressure the company to return to negotiations [1] Group 1 - The union's decision reflects ongoing tensions between Starbucks and its employees regarding labor practices [1] - The strike authorization vote is a strategic move to enhance bargaining power in negotiations with the company [1] - This action indicates a growing trend of unionization efforts within the retail and service industries, particularly in large corporations like Starbucks [1]

Core Insights - Mondelez (MDLZ) is expected to report quarterly earnings of $0.73 per share, reflecting a decline of 26.3% year-over-year, while revenues are forecasted to reach $9.74 billion, indicating a 5.9% increase compared to the previous year [1] - Analysts have revised the consensus EPS estimate downward by 0.5% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue Estimates - North America revenue is projected at $2.77 billion, showing a year-over-year decline of 1.8% [4] - Europe revenue is expected to reach $3.67 billion, reflecting a year-over-year increase of 10.5% [4] - AMEA revenue is estimated at $2.04 billion, indicating a 10.4% increase from the prior year [4] - Latin America revenue is forecasted at $1.25 billion, representing a 4% increase year-over-year [5] Operating Income Estimates - AMEA Non-GAAP operating income is projected at $298.89 million, down from $348.00 million in the same quarter last year [5] - Europe Non-GAAP operating income is estimated at $500.65 million, compared to $761.00 million a year ago [6] - North America Non-GAAP operating income is expected to be $491.07 million, down from $593.00 million in the previous year [6] - Latin America Non-GAAP operating income is forecasted at $125.54 million, compared to $142.00 million in the same quarter last year [7] Stock Performance - Mondelez shares have decreased by 3.8% over the past month, contrasting with a 0.2% increase in the Zacks S&P 500 composite [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [7]