Whoever wins the Super Bowl this Sunday, there might already be a clear winner in the other bowl, the snack bowl in your living room. High protein diets are all the rage right now. From social media, >> you're definitely going to want to save this high protein pickle dip >> to the nutritionist's office flooding the food industry with new offerings, even whole menus.The rise of GLP-1 weight loss drugs helping spark the craze. And now the administration's new dietary guidelines centers plenty of meat. All tee ...

Core Viewpoint - The lawsuit against Beyond Meat, Inc. is centered on allegations of securities fraud related to the company's financial disclosures and impairment charges during a specified class period [4]. Group 1: Lawsuit Details - The lawsuit has been filed on behalf of investors who purchased securities from February 27, 2025, to November 11, 2025, alleging that the book value of long-lived assets exceeded their fair value, leading to a likely material non-cash impairment charge [4]. - Beyond Meat reported preliminary financial results for Q3 2025 on October 24, 2025, indicating an expected non-cash impairment charge, which caused shares to decline by approximately 22.89% to close at $2.19 [5]. - On November 3, 2025, the company delayed its earnings announcement for Q3 2025, resulting in a further decline of approximately 16.27% in share price to close at $1.39 [6]. - The financial results for Q3 2025 were officially announced on November 10, 2025, showing a loss from operations of $112.3 million, including a $77.4 million non-cash impairment charge, leading to an 8.96% drop in share price to $1.22 [7]. - On November 11, 2025, Beyond Meat disclosed the allocation of the total impairment amount of $77.4 million, which caused shares to fall an additional 8.61% to close at $1.12 [8]. Group 2: Investor Actions - Investors who suffered losses on their Beyond Meat investments have until March 24, 2026, to request lead plaintiff appointment, which is crucial for overseeing the litigation and influencing key decisions [2]. - The law firm Kirby McInerney LLP is encouraging affected investors to contact them to discuss their rights or interests in the securities fraud class action lawsuit at no cost [1][10].

Core Insights - Once Upon a Farm PBC, co-founded by actress Jennifer Garner, experienced a 17% increase in its stock price during its trading debut, closing at $21.05 per share after raising $197.9 million in its initial public offering (IPO) [1][2] - The company achieved a market valuation of $847 million based on outstanding shares, with the IPO being oversubscribed by more than 12 times [2] Company Overview - Once Upon a Farm, based in Berkeley, California, specializes in organic kids' snacks, offering products such as no-sugar-added organic fruit and vegetable purees, bars, frozen meals, and smoothie packets [2] - The company was founded in 2015 by Cassandra Curtis and Ari Raz, with Jennifer Garner and former Annie's CEO John Foraker joining in 2017 [3] Financial Details - The IPO involved the sale of approximately 7.6 million shares, with an additional 3.4 million shares offered by selling holders, priced in the middle of the $17 to $19 range [2] - Garner has received $1 million in compensation and stock options as part of a deal from 2022, with future payments of $2 million in 2026 and 2027, and $3 million in 2028, along with a cash bonus tied to the IPO price [4] Role of Jennifer Garner - Garner plays a significant role in investor relations and company operations, emphasizing her involvement across various business aspects [5] - She has established meaningful relationships with retail partners, contributing to the company's marketing and supply chain efforts [6] IPO Timeline - The company filed for its IPO in September, but the listing was postponed until 2026 due to the longest-ever US government shutdown, which impacted the IPO process [6]

Core Insights - Newell Brands Inc. (NWL) reported fourth-quarter 2025 results with sales exceeding the Zacks Consensus Estimate but declining year over year, while earnings met expectations and increased compared to the previous year [1][2] Financial Performance - NWL's normalized earnings per share (EPS) were 18 cents, an increase from 16 cents in the same quarter last year, aligning with the Zacks Consensus Estimate [2] - Net sales decreased by 2.7% year over year to $1,897 million, primarily due to lower core sales, although this figure surpassed the Zacks Consensus Estimate of $1,885 million [3] - Core sales fell by 4.1% year over year [3] - The normalized gross margin contracted by 70 basis points to 33.9%, while the normalized operating margin expanded by 160 basis points year over year to 8.7% [4] - Normalized EBITDA was $241 million, reflecting an 11.6% increase from $216 million in the prior year [4] Market Reaction - Following the results, NWL shares dropped approximately 14% in premarket trading due to softer-than-expected outcomes and a reduced outlook, attributed to ongoing sales declines and rising tariff-related costs [5] Segment Performance - In the Home & Commercial Solutions segment, net sales were $1.1 billion, down 3.7% year over year, with core sales declining by 5.3% [10] - The Learning and Development segment saw net sales of $629 million, slightly up from $628 million in the previous year, with core sales down by 1.5% [10] - The Outdoor and Recreation segment's net sales were $142 million, down from $152 million year over year, with core sales falling by 6.2% [11] 2026 Outlook - For 2026, NWL anticipates sales to decline between 1% and increase by 1%, with core sales expected to drop by 2% to remain flat [16] - The company projects normalized EPS for 2026 to be in the range of 54 to 60 cents, with operating cash flow estimated at $350 million to $400 million [15][16] - The first quarter of 2026 is expected to show weaker results due to timing issues rather than reduced consumer demand, with net sales anticipated to dip by 5% to 3% and core sales expected to decline by 7% to 5% [14]

We hold ourselves to really high standards. We know we're shaping the future of food. We know we're parents ally. We know we're feeding babies to big kids. And we're doing it all as the first public benefit corporation to go public focused on babies and kids. >> And by the way, I should just mention, you know, I think people sometimes they see you as a spokesperson, but you are not just a spokesperson for this company. You were like intimately intimately involved. And we were talking just off camera. Drive ...

Financial Data and Key Metrics Changes - Fiscal 2026 started strong with Q1 adjusted EBITDA significantly above expectations, leading to an increase in guidance [4] - The company maintained net leverage flat despite aggressive share repurchases and the sale of the 8th Avenue pasta business [4] Business Line Data and Key Metrics Changes - The foodservice normalized run rate was updated positively, contributing to the strong operating performance [4] - The egg segment saw volume growth, particularly in higher value-added eggs, with expectations of a 3%-4% growth rate moving forward [24][46] Market Data and Key Metrics Changes - The cereal category has recently returned to a low single-digit growth rate after significant declines, attributed to changes in SNAP and a shift towards more affordable breakfast options [11][12] - The pet food segment, particularly dog food, has been softer compared to cat food, with expectations of gradual recovery as brands are relaunched [78] Company Strategy and Development Direction - The company continues to focus on opportunistic capital allocation, particularly in M&A, as market valuations change [10] - There is no significant change in strategy despite competitor investments in the cereal category; the company is adjusting promotional spending to enhance efficiency [29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the normalized run rate for foodservice and the ability to grow off that base due to favorable supply and demand dynamics [46] - The company is monitoring the impact of dietary guidelines on its portfolio but believes it is well-positioned with its current offerings [74] Other Important Information - The company has successfully closed two cereal facilities, with cost savings expected to impact the P&L starting in Q3 [80] - Management is cautious about future actions to streamline the portfolio, indicating no obvious opportunities at this time [80] Q&A Session Summary Question: Market valuations and M&A activity - Management noted that changing multiples make M&A more interesting, but it is still a subjective assessment [10] Question: Cereal category trends - Management indicated that recent improvements in the cereal category are linked to SNAP changes and a shift in consumer behavior towards more affordable options [12] Question: Foodservice business expectations - Management stated that the balance of the portfolio remains in line with initial expectations, with no material changes anticipated [22] Question: RTD shakes ramp-up - Management acknowledged ongoing challenges with production efficiency but remains optimistic about the long-term potential of the RTD shakes business [39] Question: Pet food category trends - Management confirmed that the dog food segment remains softer, but improvements are expected as brands are relaunched [78] Question: Cost savings from facility closures - Management expects cost savings from closed facilities to start impacting the P&L in Q3, with no immediate plans for further streamlining [80]

Financial Data and Key Metrics Changes - Fiscal 2026 started strong with Q1 adjusted EBITDA significantly above expectations, leading to an increase in guidance [4] - The company maintained net leverage flat despite aggressive share repurchases and the sale of the 8th Avenue pasta business [4] Business Line Data and Key Metrics Changes - The foodservice normalized run rate was updated positively, reflecting strong operating performance [4] - The cereal category has recently returned to a low single-digit growth rate after previous declines, attributed to changes in SNAP and trade-down behavior from other categories [11][12] Market Data and Key Metrics Changes - The company noted a significant change in the cereal category's trajectory, with improvements in both cereal and peanut butter segments [12] - The pet food segment experienced volume challenges, particularly in the dog category, while cat food remained stronger [78] Company Strategy and Development Direction - The company continues to focus on share repurchases as a primary use of free cash flow, while remaining opportunistic regarding M&A as market valuations change [10] - There is an ongoing assessment of promotional spending and assortment adjustments to enhance efficiency in the cereal category [29] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the normalized run rate for foodservice, expecting continued growth driven by value propositions for operators [45] - The company is balancing its focus between the foodservice segment and the RTD shakes plan, ensuring not to overemphasize the latter [39] Other Important Information - The company has successfully closed two cereal facilities, with cost savings expected to impact the P&L starting in Q3 [80] - Management indicated that the portfolio is well-aligned with updated dietary guidelines, with no immediate changes anticipated [74] Q&A Session Summary Question: Market valuations and M&A activity - Management noted that as market multiples change, M&A opportunities become more attractive, but current valuations may not yet warrant significant changes in capital allocation [10] Question: Cereal category performance - Management observed a recent improvement in the cereal category, attributing it to SNAP changes and a shift towards more affordable breakfast options [12] Question: Foodservice business expectations - Management indicated that the balance of the portfolio remains in line with initial expectations, with no material changes anticipated [22] Question: Pricing dynamics in pet food - Management confirmed that pricing challenges were primarily driven by the pet segment, particularly with the Nutrish brand [53] Question: Private label business performance - The private label business is performing as expected, with growth opportunities identified in mashed potatoes and mac and cheese [65] Question: Trends in the pet category - Management noted that the dog food segment remains softer compared to cat food, with expectations for gradual recovery [78]

过去一年，全球最大食品公司 Nestlé 持续推进组织重组与成本削减，累计涉及岗位规模接近1.5万至1.6万人。相关调整并非一次性裁员，而是 通过自然流失、岗位合并和业务重组在全球多地逐步完成。在GLP-1类减重药物快速普及的背景下，这一轮瘦身被外界解读为雀巢对食品消费 结构变化的提前应对。 雀巢正在开发专门针对GLP-1使用者的营养补充剂——因为当药物抑制了食欲，使用者摄入的食物总量减少，他们对每一口食物的营养密度 （蛋白质、维生素）的要求就会急剧上升。 这预示着2026年食品创新的新方向：从"好吃的垃圾食品"转向"高密度的功能食品"。谁能最先解开"在更小的胃容量里提供更多营养"这道难 题，谁就能赢得下一个十年。 整理 | GLP1减重宝典内容团队 对食品行业而言，这意味着零食频率下降、单次摄入量减少，以及对蛋白质和功能性营养的需求上升。雀巢的应对路径并非进入药物研发，而 是加速向医疗营养和功能性营养倾斜。旗下 Nestlé Health Science 被定位为关键增长引擎，重点覆盖体重管理、糖尿病营养及老龄化相关产 品。 在这一逻辑下，GLP-1并非雀巢的竞争对手，而是一个加速器。随着使用人群扩大，蛋白 ...

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