But even as some food giants shrink, others may bulk up https://t.co/6EYr9NYJii ...

Market Trends & Consumer Behavior - A 2025 Bain survey indicated that 44% of U S respondents desired increased protein intake, a 10 percentage point rise from 2024 [2] - Cargill's trend report revealed that 61% of consumers reported increasing their protein intake in 2024, up from 48% in 2019 [13] - Chobani found that 85% of Americans want to increase their protein intake in 2025 [27] - A study by Chomps found that protein snacks are growing at three times the rate of the overall snacking industry, accounting for $24 billion in 2024 [27] Company Strategies & Product Innovation - General Mills had 78 protein related patents published between 2020 and 2024, 50% more than five years prior [3] - Protein Pints experienced rapid growth, expanding from 14 stores to over 7000 nationally in less than a year and projecting revenue to $20 million this year [5][6] - Kellogg's and General Mills have incorporated protein into various categories, with a $100 million business in cereal and protein [9] - Barilla has seen double-digit demand growth in recent years for its protein-rich pasta [4] Industry Growth & Financials - The US protein market was estimated at $899 billion in 2019 and is projected to reach $1263 billion by 2028 [14] - Premier protein shakes accounted for over 80% of BellRing Brand's net sales in fiscal 2024, with its stock price up more than 200% over five years [18] - The protein pasta market has seen growth of 20% over the last three years, year over year, of which nearly 80% is coming from Barilla Protein Plus [20]

But even as some food giants shrink, others may bulk up https://t.co/i1Pg48GTBK ...

Market Value - Kraft Heinz's market value has decreased by 60% (three-fifths) since the 2015 merger [1] Industry Trends - The situation reflects the changing fortunes of major food companies [1]

Core Insights - The Hispanic foods market is projected to grow by USD 533.4 million from 2024 to 2029, with a compound annual growth rate (CAGR) of 6.3% during this period [1][2]. Market Dynamics - Evolving consumer lifestyles and increasing demand for healthy, convenient food options are shaping current market dynamics [2]. - The expansion of the retail landscape and frequent introduction of new products are also contributing to market growth [2]. Growth Drivers - There is a notable increase in consumer demand for gluten-free tortillas, which is a significant factor driving market growth [3]. - The rise in popularity of mobile food service outlets and a surge in mergers and acquisitions are expected to further boost demand in the market [3]. Market Segmentation - The market is segmented by type, product, distribution channel, and geographical landscape [4][5]. - Key product categories include tortillas, tacos, burritos, and enchiladas, with traditional, Tex-Mex, and fusion styles being prominent [5]. Vendor Analysis - The report includes a detailed vendor analysis of around 25 industry players, such as B and G Foods Inc., Campbell Soup Co., and Corporativo Bimbo SA de CV [4][6]. - This analysis aims to enhance clients' competitive positioning and alert stakeholders to emerging trends and challenges [4]. Market Characteristics - The report synthesizes data from various sources, focusing on key parameters like profit margins, pricing strategies, competition, and promotional activities [6]. - It provides insights into market size, forecasts, trends, growth drivers, and challenges [3][6].

Core Viewpoint - SunOpta (STKL) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system tracks the Zacks Consensus Estimate, which reflects EPS estimates from sell-side analysts, and is crucial for understanding stock price movements [1][4]. - Changes in earnings estimates are strongly correlated with near-term stock price movements, particularly due to the actions of institutional investors who adjust their valuations based on these estimates [4][5]. Company Performance and Outlook - The upgrade for SunOpta suggests an improvement in the company's underlying business, which is expected to lead to higher stock prices as investors respond positively [5][10]. - SunOpta is projected to earn $0.18 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 12.9% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions, which positions SunOpta favorably for potential market-beating returns [9][10].

Key Takeaways SJM raised its quarterly dividend by 2% to $1.10 per share, marking 24 consecutive years of growth. SJM boasts a 4.1% yield and 43% payout ratio, supporting dividend sustainability. SJM plans to cut $500M in debt annually, targeting a 3.0x net debt/EBITDA ratio by fiscal 2027.The J.M. Smucker Co. (SJM) has once again rewarded its shareholders by increasing its quarterly dividend from $1.08 to $1.10 per share — a 2% hike. This marks the company’s 24th consecutive fiscal year of dividend growt ...

Meet The Italian Billionaire Behind Ferrero’s $3.1 Billion Deal For Kellogg https://t.co/8p4Q1dQ3Nh ...

Company Strategy - Cameron Smith is leveraging his experience from building Kodiak Cakes [1] - Smith is applying those lessons to the snacking aisle with his new venture, Kindling [1]

Corporate Strategy - Kraft Heinz is considering spinning off its slower-growing brands [1] Investment Analysis - Bond investors are positioning for potential winners and losers resulting from the spin-off [1]