Group 1 - WK Kellogg Co declared a dividend of $0.165 per share on its common stock, payable on June 13, 2025, to shareholders of record at the close of business on May 30, 2025, with an ex-dividend date of May 30, 2025 [1] Group 2 - WK Kellogg Co has a rich history dating back to 1894, known for its iconic products such as Corn Flakes, Frosted Flakes®, Rice Krispies®, and Froot Loops®, which have significantly impacted breakfast culture [2] - The company emphasizes a sustainable business strategy called Feeding HappinessTM, aiming to enhance the well-being of families and communities through its food products [2]

Financial Data and Key Metrics Changes - First quarter net sales reported a decline of 13.8% year-over-year, impacted by a 90 basis point headwind from foreign currency translation and a 15-point volume decline due to inventory lapses and fewer shipping days [23][24][29] - Adjusted earnings per share decreased by 32% in the quarter, with expectations for a less severe decline in the second quarter as seasonal impacts reverse [29] - Adjusted gross margin decreased by 370 basis points, with expectations for further compression in the second quarter due to ongoing commodity inflation [26][27] Business Line Data and Key Metrics Changes - North America Confectionery segment net sales declined by 15%, with volume down nearly 18%, partially offset by net price realization of around 3% [24][25] - The North America salty snacks segment saw a 1% increase in net sales, with volume growth of nearly 4% driven by brands like Dots and Skinny Pop [25][26] - The salty snacks portfolio is positioned for growth, with Skinnypop consumption increasing by 5.4% and Dots retail takeaway growing by 20.6% [14][15] Market Data and Key Metrics Changes - International segment organic constant currency net sales declined by 7.9%, with performance ahead of expectations in key markets like Brazil and Mexico [25][15] - The global cocoa grind declined by 3.4% in Q1, marking the eighth consecutive quarter of declines, indicating ongoing demand challenges [20] Company Strategy and Development Direction - The company is focused on becoming a leading snacking powerhouse, with strategic acquisitions like Lesser Evil and Fulfill to enhance its portfolio [6][7] - Investment in technology and automation is expected to deliver $125 million in cost savings this year, supporting long-term growth [17][28] - The company plans to launch several new products and partnerships, including a collaboration with Pokémon, to drive consumer engagement [12][13] Management's Comments on Operating Environment and Future Outlook - Management noted heightened cost pressures but emphasized a strong balance sheet that allows for continued investment in the business [6] - The company anticipates a strong second quarter with net sales expected to increase by more than 20% as seasonal impacts reverse [24] - Management remains committed to its financial outlook, despite uncertainties related to tariffs and commodity costs [32] Other Important Information - The company did not repurchase any shares in the first quarter, prioritizing capital for acquisitions instead [30][31] - The adjusted tax rate for the quarter was 24.4%, reflecting challenges in executing tax strategies in a changing global landscape [28] Q&A Session Summary Question: What are the expectations for the second quarter? - The company expects total net sales to increase by more than 20% in Q2, reversing the impacts seen in Q1 due to Easter and inventory lapses [24] Question: How is the company addressing cocoa price pressures? - The company is engaging with the US government for tariff exemptions and is preparing strategies to mitigate inflation and protect margins [20][21][32]

Core Insights - Mama's Creations, Inc. is actively participating in four major investor conferences in Spring 2025, showcasing its operational strength and strategic initiatives [1][2][3] - The company has achieved record fourth quarter revenue and margin expansion, positioning itself for sustainable growth through effective management of protein needs and operational enhancements [3][4] Company Overview - Mama's Creations, Inc. is a leading marketer and manufacturer of fresh deli prepared foods, with products available in over 10,000 grocery, mass, club, and convenience stores across the nation [5] - The company's product portfolio includes a variety of high-quality, fresh, clean, and easy-to-prepare foods, aiming to meet the evolving demands of modern consumers [5] Strategic Initiatives - The company has secured over half of its projected protein needs through fixed-price contracts and successful pricing negotiations, enhancing its resilience in a volatile commodity market [3] - Operational enhancements such as automation, procurement savings, and in-house trimming have been implemented to support the company's growth strategy [3] Investor Engagement - Adam L. Michaels, Chairman and CEO, is scheduled to host one-on-one meetings with institutional investors during the conferences to discuss the company's progress and long-term value creation [2][4] - The company aims to position itself as a consolidator in the prepared foods space, leveraging its platform for future growth [4]

证券代码：600887 证券简称：伊利股份 公告编号：临 2025-033 内蒙古伊利实业集团股份有限公司 关于 2025 年第一季度经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十四号——食 品制造（2022 年修订）》的相关规定，现将内蒙古伊利实业集团股份有 限公司 2025 年第一季度主要经营数据（未经审计）公告如下： （二）主营业务收入按销售模式分类情况 单位：元 币种：人民币 | | 销售模式 | 2025 年 1-3 月 | | --- | --- | --- | | 经销 | | 31,789,673,987.97 | | 直营 | | 952,647,903.60 | | | 合计 | 32,742,321,891.57 | （三）主营业务收入按地区分部分类情况 单位：元 币种：人民币 | | 地区分部 | 2025 年 1-3 月 | | --- | --- | --- | | 华北 | | 9,165,265,037.68 | | 华南 | | ...

证券代码：600186 证券简称：莲花控股 公告编号：2025—031 莲花控股股份有限公司 2025年第一季度经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》之 《第十四号——食品制造》第十四条相关规定，现将莲花控股股份有限公司 2025 年第一季度主要经营数据（未经审计）公告如下： 一、2025 年第一季度主要经营数据 1、主营业务按照产品类别分类情况 2 、主营业务按照销售渠道分类情况 单位：元 币种：人民币 | 渠道 | 2025 | 年第一季度 | 2024 年第一季度 | 同比变动（%） | | --- | --- | --- | --- | --- | | 线上销售 | | 66,120,881.39 | 31,306,208.67 | 111.21 | | 线下销售 | | 727,334,145.23 | 544,567,456.62 | 33.56 | | 合计 | | 793,455,026.62 | 575,873,66 ...

证券代码：600186 证券简称：莲花控股 公告编号：2025—029 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》之 《第十四号——食品制造》第十四条相关规定，现将莲花控股股份有限公司 2024 年年度主要经营数据公告如下： 一、2024 年年度主要经营数据 1、主营业务按照产品类别分类情况 | | | 单位：元 | 币种：人民币 | | --- | --- | --- | --- | | 产品收入 | 2024 年度 | 2023 年度 | 同比变动（%） | | 味精等氨基酸调味品 | 1,929,715,019.20 | 1,622,886,906.85 | 18.91 | | 鸡精等复合调味品 | 343,299,103.13 | 256,831,053.27 | 33.67 | | 算力服务 | 80,643,421.77 | 764,601.77 | 10447.11 | | 面粉和面制品 | 122,888,570.00 | 108,980,709.08 | 12.76 | | 有机肥和水溶肥 | 36,178,219.01 | 28,878,139.30 | 25.2 ...

证券代码：603237 证券简称：五芳斋 公告编号：2025-035 浙江五芳斋实业股份有限公司 2025年第一季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十四号——食品制造》 第十四条相关规定，现将浙江五芳斋实业股份有限公司（以下简称"公司"） 2025 年第一季度主要经营数据（未经审计）公告如下： 一、2025 年第一季度主要经营数据 2025 年第一季度公司实现营业收入 24,284.42 万元，其中主营业务收入 22,625.92 万元。具体主营业务收入构成情况如下： 1、按产品类别分类 2、按销售渠道分类 单位：万元 币种：人民币 | 销售渠道 | 2025年第一季度 | 2024年第一季度 | 同比变动 | | --- | --- | --- | --- | | 连锁门店 | 7,238.63 | 7,479.26 | -3.22% | | 电子商务 | 3,476.26 | 2,750.42 | 26.39% | | 商超 | 1,952. ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》第十四号— 食品制造的相关规定，现将佛山市海天调味食品股份有限公司 2025 年一季度主要经营数据 （未经审计）公告如下： 一、2025 年一季度主要经营数据 证券代码：603288 证券简称：海天味业 公告编号：2025-019 佛山市海天调味食品股份有限公司 2025 年第一季度主要经营数据公告 1、按照产品类别分类情况 | 地区分部 | 2025 年一季度 | 2024 年一季度 | 同比变动 | | --- | --- | --- | --- | | 东部区域 | 1,640,117,301.32 | 1,436,505,960.83 | 14.17% | | 南部区域 | 1,568,313,573.63 | 1,350,480,708.16 | 16.13% | | 中部区域 | 1,763,722,226.15 | 1,634,519,412.65 | 7.90% | | 北部区域 | 1,983, ...

Group 1 - The RITZ Brand is launching a limited-edition product called "Sunkissed" Crackers, which features a crispy baked experience with a buttery, salty flavor [2][3] - The introduction of "Sunkissed" Crackers is part of a broader innovation strategy aimed at modernizing the RITZ brand to appeal to today's consumers [2] - To promote the new product, the RITZ Brand is hosting a Golden Summer Giveaway, offering a chance to win $50,000 to help consumers plan their summer vacations [2][3] Group 2 - The giveaway aims to encourage consumers to utilize their vacation days, as 46% of U.S. workers do not take all their paid time off [2][4] - The promotion runs from April 14, 2025, to August 31, 2025, and includes various summer-related prizes [5] - Mondelēz International, the parent company of the RITZ Brand, reported net revenues of approximately $36.4 billion in 2024, highlighting its strong position in the global snacking market [6]

Access to the live question and answer session may be obtained by calling the operator at (289) 514-5100 / (800) 717-1738 (Conference ID: 07724) up to ten minutes prior to the scheduled start time. For those who are unable to participate, a recording of the question and answer session will be available through to 11:59 p.m. Toronto time on Saturday, June 7, 2025 at (289) 819-1325 / (888) 660-6264 (passcode: 07724#). Alternatively, a recording of the question and answer session will be available at the Compa ...