Core Insights - Hershey has recently increased prices across its confectionery portfolio, and consumer response was more favorable than anticipated [1] Company Summary - The price hike by Hershey did not deter consumers as much as expected, indicating strong brand loyalty and demand for its products [1] Industry Summary - The confectionery industry appears resilient to price increases, suggesting that consumers may prioritize indulgent treats even in inflationary environments [1]

Core Insights - Humble Group is increasing its investment in the confectionery sector due to strong demand growth, leasing a new factory in Skövde, Sweden for SKr135 million ($14.4 million) to double production capacity of soft confectionery products [1][2] Group 1: Investment and Production Capacity - The new factory will enable Grahns Konfektyr to double its production capacity and streamline production across multiple product categories, including hard- and soft-boiled candies, jellies, and sugar-free options [2][3] - The factory is expected to be completed by next summer, allowing Grahns to meet growing volumes for its sugar-free brand Pändy and better serve external customer demand [3] Group 2: Financial Performance - Humble Group's confectionery brands, including Pandy, Wellibites, Pitstop, and Bravokola, contribute to approximately 30% of total production at its confectionery units [4] - The sugar-free brands within the confectionery division are experiencing significant growth, with an annual increase of over 50% [5] - In 2024, Humble Group reported net sales of SKr7.71 billion, a 9% increase year-on-year, with the "future snacking" division, which includes confectionery, generating net sales of SKr975 million and an adjusted EBITDA of SKr92 million [5] Group 3: Market Expansion - The new factory is projected to contribute an additional SKr300 million in sales and SKr60 million in improved EBITDA at full capacity [6] - Humble Group's primary markets for its confectionery products are Sweden, Norway, and Denmark, with plans to expand into other European markets, including Germany, and the US, where it launched the Pändy brand last year [6]

Financial Data and Key Metrics Changes - The company reported a net sales increase of 11.5% year over year, reaching ILS 3,100,000,000 for the quarter, with a 15.5% increase when excluding the impact of a stronger shekel [42][43] - EBIT improved significantly, with higher operating profit attributed to increased net sales and ongoing productivity measures, despite raw material price inflation [43][44] - Net income was negatively impacted by higher financing and tax expenses, with financing expenses increasing by ILS 57,000,000 in Q2 due to the stronger shekel and higher interest rates [44][45] Business Line Data and Key Metrics Changes - The coffee international segment became the largest business segment in terms of net sales, driven primarily by pricing strategies [42] - Strauss Israel saw a 9% growth in sales, with significant contributions from the Health and Wellness segment, while the funding indulgence sector faced challenges due to high cocoa input prices [14][44] - The international coffee business experienced a 30% increase in sales, primarily due to price increases, particularly in Brazil [20][22] Market Data and Key Metrics Changes - In Israel, the overall market share increased from 34.1% to 35.1%, despite price increases in several segments [18] - The Brazilian market showed a record EBIT margin of 8%, with profits reaching ILS 88,000,000 in Q2, attributed to a 100% price increase in the roasted and ground coffee portfolio [21][22] - The water business in Israel and the UK experienced 4-5% top-line growth, although impacted by the war in June [49] Company Strategy and Development Direction - The company is focusing on core activities and major brands to improve profitability and market share, with a strong emphasis on productivity and operational excellence [34][36] - New product launches, including alternative milk and water purification machines, are expected to drive growth in the coming quarters [31][33] - The company aims to transition from a single product to a multiproduct company, enhancing its market position in various segments [26][36] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from inflation and cost of goods but expressed confidence in the company's ability to pass on costs to consumers [61] - The company expects improvements in net income in the coming quarters as one-time financial costs and tax assessments are not anticipated to recur [61][62] - Future relief in commodity pricing, particularly in cocoa, is expected, which should positively impact the funding indulgence segment [54][56] Other Important Information - The company received a stable outlook upgrade and maintained a strong AA1 rating, reflecting its solid financial position [46] - The productivity initiative is on track to achieve between $300,000,000 to $400,000,000 in productivity improvements [29] Q&A Session Summary Question: What are the expected benefits of the new Jotvita facility? - The new facility will address a demand gap of 20-25% in sales, leading to substantial increases in volume and value, thus improving EBIT and margins [50][51] Question: What relief is being seen in commodity pricing? - Some relief is noted in coffee prices, while cocoa prices have decreased significantly, which is expected to benefit the funding indulgence segment [54][56] Question: How will the acquisition of JDE Peet by Keurig impact the markets? - Management does not foresee significant impacts in the markets where the company operates, as competition dynamics remain unchanged [57][58]

(Primary Standard Industrial Classification Code Number) As filed with the Securities and Exchange Commission on August 25, 2025 Registration No. 333-289718 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________ AMENDMENT NO. 1 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ____________________ SOW GOOD INC. (Exact name of registrant as specified in its charter) ____________________ DELAWARE 2034 27-2345075 (State or other jurisdiction of incorporation ...

Core Viewpoint - Rocky Mountain Chocolate Factory Inc. has acquired its Camarillo, California store from a franchisee, enhancing its presence in Southern California and aligning with its growth strategy [1][3]. Company Acquisition - The Camarillo store, operational since October 1995 and managed by Kim LaMonica since 1996, has a loyal customer base and is a community staple [2]. - This acquisition allows RMCF to integrate the store into its portfolio of Company-owned locations, aiming to enhance the customer experience with a redesigned store [2][3]. Strategic Importance - The Camarillo store is considered a cornerstone of RMCF's brand presence in Southern California, reflecting the appeal of its products in affluent communities [3]. - The acquisition supports RMCF's strategy to operate select stores for innovation, retail best practices, and profitability enhancement [3][4]. Growth Strategy - RMCF plans to leverage its Company-owned stores to launch new products, improve customer experiences, and achieve operational excellence, benefiting the broader franchise system [4]. - The company is focused on selectively expanding its retail footprint in Southern California and other attractive markets [4]. Company Overview - Rocky Mountain Chocolate Factory, Inc. is a leading franchiser of premium chocolate and confectionery retail stores, producing a wide range of products since 1981 [5]. - The company operates over 250 stores across the United States and has been recognized in Entrepreneur's Franchise 500 for 2025 and Franchise Times' Franchise 400 for 2024 [5].

Financial Data and Key Metrics Changes - The company reported a significant focus on transforming its operations and enhancing its market presence, although specific financial metrics were not disclosed during the meeting [16][23]. Business Line Data and Key Metrics Changes - The average unit volume sales currently stand at just over $600,000, indicating a target for growth through new store openings and franchisee support [17]. Market Data and Key Metrics Changes - The company is strategically expanding its store base in key markets to increase consumer awareness and access to its premium confectionery products [16][22]. Company Strategy and Development Direction - The company aims to enhance its store design, packaging, and online presence to attract both existing and new franchisees, with a vision to be the premier choice for franchisees in the premium confectionery retail sector [23]. - A comprehensive plan is in place to leverage refreshed assets and expand strategically, with a focus on improving profitability and building long-term value for shareholders [23]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strategic initiatives and the potential for growth, emphasizing the importance of franchisee support and market expansion [23]. - The company is committed to continuous improvement and delivering a memorable in-store experience, which is expected to stabilize and grow the business in the coming years [23]. Other Important Information - The company has revamped its e-commerce platform, which is set to go live later this month, aiming to enhance the user experience and drive store traffic through a two-step customer engagement process [21][22]. Q&A Session Summary Question: Were there any relevant stockholder questions? - No relevant stockholder questions were received during the meeting [13].

Core Insights - HI-CHEW® has returned to Fortnite for the third consecutive year, offering players exclusive in-game items and branded mini-games [1][5] - The collaboration is powered by Super League, enhancing fan engagement through playable media and experiences [1][11] - HI-CHEW® is the first brand to lead a Creator Competition within Fortnite, inviting top map creators to design custom experiences [3][8] In-Game Experiences - Three limited-time mini-games are available: HI-CHEW® Climbers, HI-CHEW® Chewlet Grabbers, and HI-CHEW® Block Drop [2][5] - Players can enter the Chewbie-Dome to participate in these mini-games and collect HI-CHEW® Coins for exclusive rewards [5][9] - Additional games include Chewbie Says Go! and HI-CHEW® Pillars, adding variety and excitement to the gameplay [6] Engagement and Rewards - A game-wide quest rewards players for engaging with HI-CHEW® experiences, offering unique collectible items [7] - HI-CHEW® launched an Unlockable site for players to complete challenges and earn points redeemable for digital and physical prizes [12] - The partnership with Super League aims to create memorable moments and deepen connections with fans through interactive experiences [10][11] Brand Integration - The collaboration with Fortnite showcases HI-CHEW®'s innovative approach to brand integration in gaming [10][11] - HI-CHEW® continues to expand its presence in the gaming community, leveraging the popularity of Fortnite to reach a broader audience [9][10] - The initiative reflects a growing trend of brands utilizing playable media to enhance consumer engagement and cultural relevance [11][17]

Core Insights - Hershey is enhancing its Halloween product lineup with new and nostalgic offerings, including REESE'S Mini Pumpkins and KIT KAT® Counts, aimed at making celebrations more enjoyable for consumers [1][2] - The company is introducing a variety of snack-size assortments tailored for different preferences, ensuring a broad appeal for Halloween treats [3][4] Product Innovations - New pouch structures for on-the-go snacking, including collaborations with Peanuts® and Harry Potter™, are designed to enhance the Halloween experience [2][3] - Seasonal products include KIT KAT® Witch's Brew, REESE'S Bats, and HERSHEY'S Nuggets Pumpkin Spice Latte, catering to diverse taste preferences [3][4] Market Position - Hershey remains a leading choice for Halloween candy and snacks, with a strong emphasis on variety and seasonal flavors to attract consumers [4][5] - The company boasts over 90 brand names and generates more than $11.2 billion in annual revenues, highlighting its significant market presence [5][6] Commitment to Community - Hershey has a long-standing commitment to ethical and sustainable operations, with a focus on education and community support through initiatives like the Milton Hershey School [6]

Core Insights - Sow Good Inc. has appointed Jeff Rubin to its Board of Directors, effective August 1, 2025, to fill a vacancy [1] - Jeff Rubin has 35 years of experience in the confectionery industry, having founded IT'SUGAR and co-founded Dylan's Candy Bar and FAO Schweetz [2] - The CEO of Sow Good, Claudia Goldfarb, expressed excitement about Rubin's appointment, highlighting his extensive background and prior advisory work with the company [3] Company Overview - Sow Good Inc. is a U.S.-based manufacturer specializing in freeze dried candy and snacks, focusing on innovative and flavorful products [3] - The company utilizes proprietary freeze-drying technology and a specialized manufacturing facility to create a new category of candy known as freeze dried candy [3] - Sow Good is committed to growth through its core pillars: innovation, scalability, manufacturing excellence, meaningful employment opportunities, and food quality standards [3]

Core Insights - Berkshire Hathaway, led by Warren Buffett, has proven to be a durable investment vehicle, significantly increasing wealth for shareholders over the years [1] - The stock has shown impressive performance, with an initial investment of $1,000 in July 2020 now worth $2,426, effectively doubling the investment [2] - The company operates as a dual business model, combining a robust insurance conglomerate, primarily through Geico, with a diverse portfolio of investments in fully owned businesses and publicly traded companies [4] Investment Portfolio - Berkshire's stock portfolio includes well-known companies across various sectors, such as Apple, American Express, and Coca-Cola, making it familiar to most investors [5] - The investment strategy focuses on long-term holdings, with significant positions in companies like American Express dating back to 1964 and Coca-Cola since 1984, showcasing a commitment to buy-and-hold investing [6] Portfolio Management - Not all investments have performed well, with some like Kraft Heinz underperforming; however, Berkshire is willing to sell underperforming stocks relatively quickly [7] - The overall strong performance of Berkshire Hathaway is a key reason for Buffett's reputation as a celebrated investor, making it a worthy consideration for potential buyers [8]