Core Viewpoint - Sow Good Inc. has completed a series of strategic transactions aimed at enhancing its liquidity, transitioning to a more asset-light model, and exploring growth opportunities in the candy business while evaluating broader strategic alternatives [1]. Financing and Capital Structure - The company entered into a $6.0 million private placement agreement with investor David Lazar, structured in two tranches of $3.0 million each through the issuance of Series AA and Series AAA Convertible Non-Redeemable Preferred Stock [2]. - The first tranche of $3.0 million was completed on December 31, 2025, with the second tranche expected to close before March 31, 2026, pending stockholder approvals [3]. Asset Management and Strategic Transactions - Sow Good sold a significant portion of its freeze-dried snacks and candy business assets to Trea Grove, LLC for $1.5 million, payable in installments through March 31, 2026 [5]. - A distribution agreement was established with Trea Grove, LLC, appointing them as the exclusive distributor for certain products until July 31, 2026, with the distributor managing various operational aspects and remitting 10% of gross receipts to the company [6]. Business Operations and Future Strategy - The transactions do not indicate a liquidation; the company will continue its candy business operations [7]. - The transition allows Sow Good to remain active in the candy market while significantly reducing fixed operating costs, positioning the company for growth opportunities and strategic assessments [8]. Leadership Changes - David Lazar has been appointed as Chief Executive Officer and Chair of the Board, while Claudia Goldfarb remains as Chief Operating Officer [10]. - Several board members have changed, with new appointments and resignations occurring in connection with the recent transactions [10]. Strategic Focus - Following these transactions, the company will continue to operate its candy business and assess growth opportunities within the candy and snack industry, including potential partnerships and acquisitions to strengthen its financial position [11].

Core Insights - B&G Foods, Inc. has appointed John Ozgopoyan as Executive Vice President of Sales, effective immediately [1][2] - The company aims to enhance its focus on core brands and improve base business net sales under Ozgopoyan's leadership [2] Company Overview - B&G Foods, Inc. is based in Parsippany, New Jersey, and specializes in manufacturing, selling, and distributing high-quality branded shelf-stable and frozen foods across the U.S., Canada, and Puerto Rico [3] - The company boasts a diverse portfolio of over 50 brands, including well-known names such as B&G, B&M, Green Giant, and Crisco [3]

Company Overview - Mama's Creations, Inc. is a leading national marketer and manufacturer of fresh deli prepared foods, available in over 12,000 grocery, mass, club, and convenience stores across the United States [4] - The company offers a broad product portfolio that includes high-quality, fresh, clean, and easy-to-prepare foods, aiming to meet the evolving demands of consumers and retailers [4] Conference Participation - Management has been invited to present at the 28th Annual ICR Conference from January 12-14, 2026, in Orlando, FL [1] - Chairman & CEO Adam Michaels will host a Fireside Chat with research analyst Brian Holland from D.A. Davidson and will hold one-on-one meetings with institutional investors during the event [2] Growth and Performance - The company is experiencing a pivotal inflection point in its growth trajectory, highlighted by strong third-quarter performance with healthy double-digit organic growth and 14 consecutive quarters of market share growth [3] - The successful completion of the Crown I acquisition has enhanced the scalability of Mama's Creations as a platform company, with expanded capacity and improved operating leverage [3] - New tier-1 clients such as Target and Food Lion are contributing to the company's focus on executing against a generational opportunity supported by robust macro-tailwinds [3]

Core Insights - After years of price increases, grocery shoppers may see relief as food companies aim to reignite growth [1] Group 1: Price Adjustments - General Mills has cut prices on nearly two-thirds of its grocery products in North America, leading to an increase in product volume [2] - PepsiCo plans to lower prices on some food products this year to enhance affordability [2] Group 2: Consumer Behavior and Inflation - Consumer inflation concerns have negatively impacted product volumes, with PepsiCo reporting a 4% decline in snack volumes and a 3% decline in beverage volumes in North America [3] - Food-at-home prices are projected to rise by 2.3% in 2026, a decrease from the high inflation rates seen during the COVID-19 pandemic [3] Group 3: Commodity Price Influences - Significant price increases in commodities such as coffee (up 18.8%) and ground beef (up 14.9%) have contributed to higher food prices [4] - Consumers earning $100,000 or less are increasingly purchasing discounted food due to high prices [4] Group 4: Strategic Responses - PepsiCo's CEO indicated a need for a reset in affordability as consumers struggle in the U.S. and other Western countries [5] - Despite some price cuts, companies like Hershey are still raising prices in certain categories to counter inflationary pressures, with cocoa prices remaining 70% above 2023 levels [6]

Core Viewpoint - Mondelēz Global LLC has expanded its voluntary recall of CHIPS AHOY! Baked Bites Brookie due to a potential choking hazard caused by small corn starch clumps resulting from an incorrect mixing process [1][2]. Product Recall Details - The recall now includes an additional code date (10MAY2026) and two additional UPCs for the CHIPS AHOY! Baked Bites Brookie products [1]. - The recall is limited to specific products with Best When Used By Dates listed in the provided grid, and no other Mondelēz products are affected [3][4]. Safety and Consumer Guidance - There have been no reported injuries or illnesses related to the recalled product, and the recall is issued as a precaution [5]. - Consumers are advised not to consume the affected products and can contact the company for more information [5]. Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion for 2024, leading the future of snacking with brands like OREO, RITZ, and CADBURY [6].

Core Insights - Investors are encouraged to adopt an active stock selection strategy as 2026 approaches, focusing on breakout stocks within specific price ranges [1] Group 1: Identified Breakout Stocks - Aris Mining Corporation (ARMN), Alto Ingredients, Inc. (ALTO), and Mama's Creations, Inc. (MAMA) are highlighted as breakout stocks for 2026, with significant year-to-date gains of 394%, 94%, and 70% respectively [2] - Mama's Creations is projected to achieve an earnings growth rate of 84.6% next year, contributing to its selection as a breakout stock [9] - Aris Mining has an expected earnings growth rate of 74.8% for the upcoming year, while Alto Ingredients is projected to have a remarkable earnings growth rate of 260% [10][11] Group 2: Breakout Stock Selection Criteria - The selection of breakout stocks involves calculating support and resistance levels, where support is the lower price limit and resistance is the upper price limit for stock movements [3][4] - A genuine breakout occurs when the previous resistance level becomes the new support level, validated by long-term price trend analysis [6] - Screening criteria include a percentage price change over four weeks between 10% and 20%, a current price at least 90% of the 52-week high, a Zacks Rank of 1 (Strong Buy), a beta of 2 or less, and a current price of $20 or less [7][8]

Group 1 - As of December 29, 2025, two stocks in the consumer staples sector are showing signs of being overbought, which may concern momentum-focused investors [1] - The Relative Strength Index (RSI) is a key momentum indicator, with values above 70 indicating that a stock may be overbought [2] Group 2 - Dollar General Corp (NYSE:DG) has an RSI value of 75.3, indicating overbought conditions, and its stock price increased by 1.8% to close at $137.84 [5] - The stock of Dollar General has gained approximately 26% over the past month and reached a 52-week high of $138.46 [5] - Coffee Holding Co., Inc. (NASDAQ:JVA) has an RSI value of 78.3, also indicating overbought conditions, with shares rising by 12% to close at $4.12 [5] - Coffee Holding's stock has increased around 14% over the past five days and has a 52-week high of $9.93 [5]

Core Viewpoint - General Mills, Inc. (GIS) has experienced a decline in share price after reaching an all-time high in May 2023, primarily due to inflation and decreasing sales in certain brand categories affecting both revenue and profit margins [1]. Group 1: Financial Performance - The company has faced challenges with sales, which have been impacted by inflationary pressures and a downturn in specific product categories [1]. - The decline in sales has affected both the top line (revenue) and bottom line (net income) of the company [1]. Group 2: Investment Perspective - The article reflects a long-term investment strategy focused on dividend growth and capital appreciation, indicating a preference for undervalued large-cap stocks [1]. - There is an emphasis on the potential for growth in tech and small- to mid-cap stocks, regardless of dividend payments [1].

Group 1 - General Mills (GIS) is a large consumer packaged goods (CPG) company that offers a forward yield of 5.02%, which is higher than the yield on a Treasury bond [1] - The company is perceived as not very exciting, yet it presents potential long-term investment opportunities [1] - The focus of the analysis is on growth opportunities and valuation metrics within the food manufacturing sector [1]

Core Viewpoint - General Mills (GIS) offers a forward yield of 5.02%, which surpasses the yield on Treasury bonds, indicating a potentially attractive investment opportunity in the consumer packaged goods (CPG) sector [1]. Company Summary - General Mills is categorized as a large CPG company that may not be perceived as particularly exciting, yet it presents a solid yield for investors [1].