天眼查App显示，近日，宿迁市菇小瑶食品有限公司成立，法定代表人为丁瑶瑶，注册资本100万人民 币，经营范围为许可项目：食品销售（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以审批结果为准）一般项目：新鲜蔬菜零售；新鲜蔬菜批发；食用农产品零售；食用农产品 批发；蔬菜种植；蔬菜、食用菌等园艺作物种植；农副产品销售；新鲜水果批发；新鲜水果零售；食用 菌种植；厨具卫具及日用杂品批发；家用电器销售；保健食品（预包装）销售；食品销售（仅销售预包 装食品）；家居用品销售；劳动保护用品销售；纸制品销售；日用品销售；家具销售；灯具销售；玩具 销售；箱包销售；日用杂品销售；日用口罩（非医用）销售；日用品批发；厨具卫具及日用杂品零售； 日用百货销售；互联网销售（除销售需要许可的商品）；礼品花卉销售；塑料制品销售；个人卫生用品 销售；专业保洁、清洗、消毒服务；水产品零售；水产品批发；水产品收购；鲜肉零售；鲜肉批发（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - A new food business named Guandu District Liuliuba Food Store has been established, focusing on food sales and catering services [1] Company Summary - The legal representative of the new food store is Hao Qiongli [1] - The registered capital of the business is 30,000 RMB [1] - The business is authorized to engage in catering services and food sales, subject to necessary approvals from relevant authorities [1] Industry Summary - The business includes general projects such as the sale of health food (pre-packaged) [1] - The store is allowed to operate independently based on its business license, except for projects that require prior approval [1]

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Financial Data and Key Metrics Changes - Fourth quarter consolidated net sales were $2.2 billion, with adjusted EBITDA of $425 million, representing a 12% increase in sales driven by the acquisition of Eighth Avenue [13][14] - Excluding the acquisition, net sales declined due to lower pet food and cereal volumes, partially offset by avian influenza-driven pricing and egg volume growth [14] - Adjusted EBITDA for the consumer brands segment decreased 8% versus the prior year, while adjusted EBITDA for foodservice increased 50% [15][16] Business Line Data and Key Metrics Changes - Consumer brands net sales, excluding Eighth Avenue, decreased 13%, with cereal volumes down 8% and pet volumes down 13% [14][15] - Foodservice net sales increased 20%, driven by an 11% volume increase and avian influenza-driven pricing [15] - Refrigerated retail net sales were flat, with volumes, excluding PPI impact, falling 4% [16] Market Data and Key Metrics Changes - The U.K. cereal category showed improvement, with Weetabix's net sales increasing 4% year-over-year, although overall volumes decreased by 3% [16] - The pet food category faced challenges, with Nutrich brand adjustments expected to improve performance by mid-fiscal year [9][48] Company Strategy and Development Direction - The company aims to focus on cost reduction and profitable brand investments in retail while expecting volume growth in foodservice [7][10] - Management is reviewing M&A opportunities while also considering share buybacks as a capital allocation strategy [8][22] - The company plans to make targeted investments in innovation across various categories, including cereal and refrigerated retail [39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating regulatory changes and consumer sentiment challenges, highlighting the resilience of their diversified portfolio [5][6] - The outlook for FY 2026 includes expectations for increased free cash flow and continued volume growth in foodservice [8][17] - Management anticipates a more normalized environment in cold chain businesses and targeted investments to support volume growth [12] Other Important Information - The company repurchased 6.4 million shares in fiscal 2025, with an additional 1 million shares bought back post-quarter [16][17] - Net leverage at the end of the fiscal year was 4.4 times, remaining flat compared to the beginning of the year [17] Q&A Session Summary Question: Industry volume challenges and capital allocation decisions - Management acknowledged industry volume challenges and indicated a more thoughtful approach to M&A versus share buybacks, focusing on risk-return perspectives [20][22] Question: Cost reduction actions in cereal category - Management noted that while larger cost reduction actions have been taken, there are still opportunities for line optimization [23][24] Question: Normalized growth outlook for segments - Management indicated that the PCB legacy business is expected to be flat, while other segments align with growth algorithms [28] Question: Performance in refrigerated retail - Management expects high teens EBITDA margins in refrigerated retail, with seasonal fluctuations impacting performance [33] Question: Innovation investments in 2026 - Management plans to invest in brand innovation across categories, including new product lines in cereal and pet food [39] Question: Demand for value-added products in foodservice - Management expressed confidence in sustained demand for value-added products due to operational efficiencies and customer stickiness [41][42] Question: Key moving parts in pet segment - Management highlighted the impact of private label losses and expected recovery in the pet segment by mid-fiscal year [48] Question: Pricing rationality in cereal category - Management noted competitive pressure and promotional activities affecting pricing dynamics in the cereal category [49] Question: M&A environment and opportunities - Management remains optimistic about M&A opportunities but noted reluctance from counterparties due to current multiples [68]

Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing Brands operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration, indicating strong demand and growth across all channels due to distribution expansion and promotional activities [2]. Group 2: Sales Growth Concerns - The sales growth during the relevant period may not be sustainable, as it could have been influenced by temporary trade inventory loading at key retailers rather than lasting consumer demand [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply, which would negatively impact growth in Q3 2025, leading to a significant stock price drop of over 18% [3]. - Following disappointing quarterly consumption results for Premier Protein RTD Shakes on August 4, 2025, the stock price fell nearly 33%, indicating a misalignment between expected and actual sales performance [4].

President Donald Trump eliminated tariffs on certain Brazilian exports in a move aimed at tackling soaring grocery prices, amid progress on trade negotiations with the South American nation.Negotiations Are ‘Ongoing’In a new executive order issued on Thursday, Trump modified the sweeping 40% tariffs imposed on Brazil earlier this year under Executive Order 14323.Trump pointed to his call with Brazilian President Luiz Inácio Lula da Silva last month, and “initial progress in negotiations with the Government ...

Financial Data and Key Metrics Changes - The company has used approximately $5.9 million for the first three quarters of the year and expects significant revenue in the fourth quarter to offset operating expenses [30][31] - The company aims to cover operating expenses through financings and anticipates a good fourth quarter [31][32] - The market value of the company's stock is currently undervalued compared to its significant equity holdings in companies like Exazyme and Heartbeat [32][33] Business Line Data and Key Metrics Changes - The company is focused on launching three to five companies per year to build a public venture portfolio, which is a shift from the historical rate of one company every 18 months [9][24] - The company has a deep pipeline of opportunities and believes that future launches will have a better probability of success than past ones [24][27] Market Data and Key Metrics Changes - The microcap market has been challenging, but the company believes it is on the verge of a resurgence due to increased demand for public companies with revenue and earnings [28][50] - There is a growing trend of companies seeking to go public as private equity and venture capital funding becomes less attractive [55][56] Company Strategy and Development Direction - The company aims to create a sustainable business model that can survive beyond its founders by scaling operations and launching more companies [9][24] - The focus is on curating high-potential companies and transforming them into investable public entities with significant growth potential [12][13] - The company is also exploring the potential of a spinout in the patent law sector, which could provide substantial value [34][64] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current challenges in the microcap market but remains optimistic about future opportunities and the potential for public venture to thrive again [28][30] - The company is committed to improving communication with shareholders and enhancing investor relations to better convey its value proposition [68][70] Other Important Information - The company is preparing for the IPO of Buddha Juice and expects to close multiple deals in the near future, indicating a busy pipeline [27][40] - Management emphasizes the unique value proposition of their public venture platform, which differentiates them from traditional private equity and venture capital firms [16][39] Q&A Session Summary Question: When can shareholders expect to see a dividend? - The company prefers to wait until there is a developed market for the stock and broader ownership before considering dividends [42] Question: Will shareholders retain the same percentage of ownership as Exazyme raises funds? - Shareholders will experience dilution as companies raise more capital, but efforts will be made to minimize this [43] Question: What is the outlook for Heartbeat regarding FDA approval? - The company is optimistic about FDA approval and believes it will facilitate future fundraising efforts [46] Question: Why is the stock trading at a low price compared to the IPO? - The poor performance of the microcap market and concerns about the company's ability to select successful investments are contributing factors [48][49] Question: What makes the cost of being public more favorable for listings? - Companies that are profitable and growing in the microcap sector are trading at attractive valuations, making public listings more appealing [50][51] Question: Can you clarify the PatentVest spinout and its potential market value? - The spinout is expected to have substantial market value due to the disruption AI will bring to the legal sector, particularly in patent law [63][66]

Core Insights - Post Holdings, Inc. reported a 11.8% increase in net sales for the fourth fiscal quarter, reaching $2,247.0 million, compared to $2,010.1 million in the prior year period [5] - The company experienced a decrease in net earnings by 37.5%, totaling $51.0 million, down from $81.6 million in the previous year [7] - Adjusted EBITDA for the fourth quarter was $425.4 million, reflecting a 22.0% increase compared to $348.7 million in the prior year [8] Financial Performance - **Fourth Quarter Results**: - Net sales increased to $2,247.0 million, up $236.9 million from the previous year [5] - Gross profit was $602.1 million, representing 26.8% of net sales, an increase of 4.6% from the prior year [5] - SG&A expenses rose to $350.1 million, or 15.6% of net sales, an increase of 2.5% compared to the previous year [6] - Operating profit decreased to $168.4 million, down 11.8% from $190.9 million in the prior year [6] - **Fiscal Year 2025 Results**: - Total net sales reached $8,158.1 million, an increase of $235.4 million from $7,922.7 million in the prior year [9] - Gross profit was $2,339.4 million, or 28.7% of net sales, a slight increase from the previous year [9] - SG&A expenses decreased to $1,308.6 million, or 16.0% of net sales, down from 16.8% in the prior year [10] - Operating profit was $799.3 million, a marginal increase of 0.7% from the previous year [10] Segment Performance - **Post Consumer Brands**: - Fourth quarter net sales were $1,158.8 million, a 10.6% increase, but volumes decreased by 11.5% excluding acquisitions [15] - Fiscal year net sales were $4,024.6 million, a decrease of 2.1% from the prior year [16] - **Weetabix**: - Fourth quarter net sales increased to $145.0 million, a 3.6% rise, while fiscal year sales were $542.2 million, a slight decrease of 0.2% [18][19] - **Foodservice**: - Fourth quarter net sales reached $718.0 million, a 20.4% increase, with fiscal year sales at $2,641.0 million, up 14.5% [20][21] - **Refrigerated Retail**: - Fourth quarter net sales were $228.2 million, a modest increase of 0.8%, while fiscal year sales decreased to $953.3 million, down 0.9% [22][23] Acquisitions and Divestitures - Post completed the acquisition of 8th Avenue Food & Provisions on July 1, 2025, and plans to sell its pasta business by December 2025 [3][12] - The acquisition of Potato Products of Idaho was completed on March 3, 2025, contributing to the Refrigerated Retail and Foodservice segments [4] Shareholder Actions - In the fourth quarter, Post repurchased 2.5 million shares for $273.8 million, and for the fiscal year, 6.4 million shares were repurchased for $708.5 million [29]

How A British Baker Built The $13 Million Cookie Dough Brand Cracking America https://t.co/TYeU8dNgIs ...

ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Perrigo Company plc Investors to Secure Counsel Before Important Deadline in Securities Class Action - PRGONovember 20, 2025 12:49 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 20, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Perrigo Company plc (NYSE: PRGO) between February 27, 2023 and November 4, 2025, both dates inc ...