Financial Data and Key Metrics Changes - The company expects organic net sales growth in the second half of the fiscal year, with positive momentum observed in December [11][12] - Operating profit and margin performance in the first half of the year has been good, with favorable tariff timing and chicken inflation, although there are offsets with beef and pork [21][22] - The company maintains a total gross inflation guidance of 7% for the year, with core inflation slightly above 4% and gross tariff inflation around 3% [42][44] Business Line Data and Key Metrics Changes - The frozen and snacks segments are identified as growth domains, with snacks already showing robust growth and frozen aiming to reclaim market share lost due to previous supply constraints [31][32] - The company is focusing on productivity improvements, with productivity running at about 5% [52] Market Data and Key Metrics Changes - The company has seen a return to growth in the snacks category, benefiting from a bounce back in convenience stores [31] - Frozen single-serve meals market share is close to 53%, indicating strong recovery and growth potential [32] Company Strategy and Development Direction - The company is implementing Project Catalyst, which focuses on re-engineering core business processes using technology, particularly AI, to enhance efficiency and effectiveness [25][26] - The company is committed to margin expansion, particularly in the frozen segment, through productivity improvements and supply chain resiliency investments [52] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the volatility in the operating environment and has guided to a wider range for EPS to navigate uncertainties [23][82] - The company is optimistic about the second half of the fiscal year, expecting strong promotional activity and improved market conditions [85] Other Important Information - The company has completed the baked chicken facility, which is expected to enhance production efficiency and margin [100] - An impairment charge was taken due to a sustained decline in stock price, which required a reassessment of goodwill and brand value [102][103] Q&A Session Summary Question: Expectations for organic sales growth in Q3 - Management expects positive organic net sales growth in the second half, with momentum building in December [11][12] Question: Clarification on annual outlook and impact of Ardent - Management feels confident in offsetting the shortfall from Ardent and maintaining EPS guidance [22][23] Question: Insights on Project Catalyst and cost savings - Project Catalyst aims to automate business processes for improved efficiency, with expected returns on investment [25][26] Question: Consumption trends and growth outlook for fiscal 2027 - Management sees potential for growth in frozen and snacks, with strong marketing plans in place [31][34] Question: Impact of competitors' price cuts - The company has not rolled back prices to move volume but has maintained pricing to support promotional activities [40][41] Question: Inflation guidance and its components - The company maintains a total gross inflation guidance of 7%, with some favorable trends in chicken but increased costs in beef and pork [42][44] Question: AMP spending and consumer value-seeking behavior - The company will emphasize relative value in advertising to attract consumers [74][75] Question: Weather impact on sales - Management noted that colder weather has positively affected sales trends in the canned food segment [79][80] Question: EPS range and uncertainties - Management indicated that the EPS range remains wide due to ongoing uncertainties in the market [82][83] Question: Portfolio management and M&A strategy - The company is open to reshaping its portfolio for value creation but is currently focused on debt reduction [95] Question: Completion of the baked chicken facility and margin improvement - The transition to in-house production is expected to enhance margins, with the project on track [100][101]

हाय आई एम मुद्रित फ्रॉम क्रेविंस एंड मैं आज अपनी स्टोरी आप लोगों के साथ शेयर करना चाहूंगा। बट बिफोर दैट मैं अपने स्ट्रगल्स एंड एवरीथिंग शेयर करूं। आई शुड फर्स्ट टेल यू व्हाट आई एक्चुअली डू राइट नाउ मे बी तब आप लोग बेटर समझ पाओ एंड कॉन्टेक्स्ट बेटर एस्टैब्लिश हो पाए। सो आई हैव अ क्वेश्चन व्हेन आई से रबड़ी व्हाट कम्स इनू योर माइंड. एक लिक्विड चीज जो आप स्पून से खाओ प्रोबेब्ली व्हाट इफ आई से आई हैव कनवर्टेड रबड़ी इंटू अ फोम एंड अ नूडल। फैसिनेटिंग राइट सिमिलरली ग्रीन चिल्लीज़। व्हेन आई से ग्रीन चिल्लीज़ एक फ्रूट आत ...

Join me now take a look back [music] at 2025 and look ahead into 2026. It's Jay Woods, chief global strategist [music] at Freedom Capital Markets, who's got his eye on the ball on what's set to move markets today, the rest of the year, and into next year. So today, let's start out with a look at Micron because I know you were across this one.Um, and I saw what your thought was. A little squeamish given the uh run it's had this year. It delivered a big earnings beat.Oh my gosh. Yeah. >> Uh the stock was alre ...

Core Viewpoint - Nestlé ADRs have increased nearly 20% since late January, prompting questions about potential further upside for the company [1] Group 1: Financial Performance - The significant return in USD for Nestlé primarily stems from strong financial performance [1] Group 2: Market Sentiment - The rise in Nestlé's stock price indicates positive market sentiment towards the Swiss food giant [1]

Core Insights - General Mills reported earnings per share of $1.10, exceeding the estimated $1.02, and revenue of approximately $4.86 billion, surpassing the estimated $4.78 billion [1][5] - The company has faced challenges, including a decline in second-quarter profit and sales, but implemented price cuts to attract consumers affected by inflation, which boosted sales [2][5] - General Mills reaffirmed its full-year outlook, demonstrating confidence in its strategic direction despite a volatile environment [3][5] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 10.15, indicating the market's valuation of its earnings [4] - The price-to-sales ratio is about 1.38, and the enterprise value to sales ratio is around 2.07, reflecting the company's valuation compared to its sales [4] - The debt-to-equity ratio is approximately 1.47, highlighting its use of debt financing relative to equity [4]

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 1% on Wednesday.The Dow traded down 0.13% to 48,050.79 while the NASDAQ fell 1.18% to 22,838.26. The S&P 500 also fell, dropping, 0.73% to 6,750.66.Check This Out: Wall Street’s Most Accurate Analysts Spotlight On 3 Tech Stocks Delivering High-Dividend YieldsLeading and Lagging SectorsEnergy shares rose by 1.3% on Wednesday.In trading on Wednesday, information technology stocks fell by 1.8%.Top HeadlineGeneral Mills ...

Key Takeaways WBD Tells Shareholders to Take the Netflix DealFormer Fed Governor Kevin Warsh Considered for Fed ChairGIS and ABM Report Earnings This Morning, MU After the CloseWednesday, December 17, 2025This morning, we take a pause from big economic prints and/or market-moving earnings reports. We’re sandwiched between yesterday’s big Employment Situation report and tomorrow’s Consumer Price Index (CPI) and Inflation Rate, both of which were delayed due to the government shutdown. But we’ll be more caugh ...

As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...

Financial Data and Key Metrics Changes - The company reported improvement in organic sales and effective execution of Holistic Margin Management and transformation initiatives [4][5] - Pricing adjustments have been successful, with over 90% of pricing actions performing as well or better than expected [5] - The company anticipates profit growth in the fourth quarter, aided by favorable trade timing and the 53rd week [9] Business Line Data and Key Metrics Changes - North America Retail has shown growth in volume share in eight of the top ten categories, with a focus on the Remarkability Framework [6][8] - The North America Pet segment has gained share in its core business, particularly in the Life Protection Formula and treats [6][7] - The Love Made Fresh initiative has reached approximately 5% market share among early customers, with strong consumer ratings [7][8] Market Data and Key Metrics Changes - The pet category overall was up about 1% in Q2, with dog feeding lagging behind due to shifts in consumer behavior and discretionary spending [32] - The cereal category remains under pressure, with a decline of about 3%, as consumers shift towards high-protein alternatives [69] Company Strategy and Development Direction - The company aims to continue driving category improvement and competitiveness in North America Retail while managing pricing effectively [14][18] - There is a focus on innovation and marketing improvements, with expectations for new product launches and advertising to support growth [18][39] - The company is committed to monitoring the competitive environment and adjusting strategies as necessary [18][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a volatile environment with potential impacts from government actions and consumer sentiment [28][66] - There is cautious optimism for continued organic sales improvement in the second half of the fiscal year, with a focus on price mix and volume recovery [29][66] - The company remains confident in its ability to deliver transformation savings and maintain profitability despite inflationary pressures [77][66] Other Important Information - The company has completed pricing adjustments on two-thirds of its portfolio, with positive responses in most categories [75] - The management is focused on improving the performance of underperforming segments, such as Wilderness, with new product launches and marketing strategies [79] Q&A Session Summary Question: Sustainability of volume growth in North America Retail - Management noted a slight shipment timing benefit in Q2 but expects to continue driving category improvement in the second half [14] Question: Competitive environment and pricing strategies - Management indicated that competitive discounting levels have remained stable, and they are confident in their pricing execution [18][19] Question: Expectations for fiscal 3Q and 4Q - Management expects improvement in the second half, with a focus on price mix and volume recovery, though some timing impacts may affect results [29] Question: Consumer behavior in pet feeding category - The pet category is seeing a shift towards e-commerce, with dog feeding lagging due to consumer pullback in discretionary spending [32][91] Question: Inflation and cost of goods sold outlook - Management reaffirmed a base inflation forecast of around 3%, with expectations for tariff impacts to continue [52][66] Question: Effectiveness of pricing investments - Management reported a high success rate for pricing adjustments, with ongoing monitoring of performance in specific categories [75][88]

Mondelez International, Inc. (NASDAQ:MDLZ) is among the consumer defensive stocks to buy according to analysts. On December 12, Jefferies maintained its top picks in the food industry and named Mondelez International, Inc. (NASDAQ:MDLZ) among “its preferred large-cap selections.” The firm noted that despite current consumer challenges expected to carry into next year, there is potential for second-half upside if demand-focused initiatives begin to pay off and the industry moves past peak pressure. Jeffer ...