Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Amrize Ltd (AMRZ)  focuses on building materials business principally in North America. The Zacks Consensus Estimate for its current year earnings has been revised 8.2% downward over the last 60 days.Hormel Foods (HRL) is a leading manufacturer as well as marketer of various meat and food products in the U.S. and international markets. The Zacks Consensus Estimate for its current year earnings has been revised almost 7.5% downward ove ...

East Rutherford, NJ, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Mama's Creations, Inc. (Nasdaq: MAMA), a leading national marketer and manufacturer of fresh deli prepared foods, today announced that management has been invited to attend the Lake Street Best Ideas Growth Conference (BIG9) taking place on September 11, 2025 at The Yale Club in New York City. Chairman & CEO Adam Michaels is scheduled to host one-on-one meetings with institutional investors throughout the event as shown below. Lake Street 2025 BIG9 Con ...

Financial Data and Key Metrics Changes - The company reaffirmed its full year 2025 organic sales growth guidance of about 5% despite facing headwinds from U.S. retailer restocking and adverse weather conditions in Europe affecting chocolate demand [9][10] - For 2025, the company anticipates a reasonable top-line growth of 4% to 5% but expects a 10% decline in EPS, which is considered acceptable given the current cocoa circumstances [6][7] Business Line Data and Key Metrics Changes - Organic sales in North America declined approximately 3.5% year over year in the first half, attributed to retailer restocking and softer underlying trends [14][20] - The company is focusing on optimizing shopping trips and maximizing brand presence, particularly for Oreo, which has seen increased penetration but decreased purchase frequency [18][20] Market Data and Key Metrics Changes - In Europe, the company experienced higher elasticities than anticipated, with current levels around 0.6 to 0.7, compared to the expected 0.4 [28][29] - The cocoa supply situation is improving, with a 7% increase in cocoa pot counts in West Africa compared to the last five-year norm, suggesting potential price reductions in the future [31][32] Company Strategy and Development Direction - The long-term strategy established in 2018 remains valid, focusing on building presence in key categories and supporting brand growth [5][6] - The company is exploring collaborations with other brands, such as Coca-Cola and Biscoff, to enhance product offerings and market presence [21][26] Management's Comments on Operating Environment and Future Outlook - Management noted that consumer spending has remained stagnant over the past 24 to 30 months, leading to cautious shopping behavior [15][16] - The outlook for North America is expected to remain challenging for the next 6 to 12 months, with consumers becoming increasingly careful in their spending [20] Other Important Information - The cakes and pastries category is projected to grow from $95 billion to approximately $125 billion by 2030, with the company aiming to enhance its position in this fragmented market [52][54] - The company is maintaining a disciplined approach to M&A, focusing on smaller assets that align with its strategic goals [48][50] Q&A Session Summary Question: What is the outlook for North America in the next 6 to 12 months? - Management expects continued challenges in North America, with consumers remaining cautious and spending levels stagnant [20] Question: How does the company view current cocoa levels and supply dynamics? - The company believes current cocoa prices are unsustainable and anticipates a surplus in the market, leading to potential price reductions [30][32] Question: What is the strategy regarding M&A and share buybacks? - The company remains disciplined in M&A, focusing on smaller strategic assets, while being pragmatic about share buybacks given current stock prices [46][50]

The Campbell’s Company (CPB) Q4 2025 Earnings Call September 03, 2025 08:00 AM ET Speaker0Good morning, and welcome to Campbell's Company's Fourth Quarter Fiscal twenty twenty five Earnings Conference Call. Today's conference is being recorded. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I would now like to turn the call over to Rebecca Gardy, Chief Investor Relations Officer at Campbell's.Speaker1Good morning and welcome to T ...

Financial Performance - Q4 Fiscal Year 2025 - Net sales increased by 1% to $2321 million compared to Q4 FY24[19, 68] - Organic net sales decreased by 3% compared to Q4 FY24[19, 68] - Adjusted EBIT decreased by 2% compared to Q4 FY24, reaching $321 million[19, 68] - Adjusted EPS decreased by 2% compared to Q4 FY24, amounting to $062[19, 68] Financial Performance - Full Fiscal Year 2025 - Net sales increased by 6% to $10253 million compared to FY24[19, 71] - Organic net sales decreased by 1% compared to FY24[19, 71] - Adjusted EBIT increased by 2% compared to FY24, reaching $1487 million[19, 71] - Adjusted EPS decreased by 4% compared to FY24, amounting to $297[19, 71] Segment Performance - Meals & Beverages organic net sales decreased by 3% in Q4 FY25[35] - Snacks organic net sales decreased by 2% in Q4 FY25[51] Fiscal Year 2026 Guidance - The company expects net sales to decline by 2% to 0%[109] - Organic net sales are projected to range from -1% to +1%[109] - Adjusted EBIT is expected to decline by 13% to 9%[109] - Adjusted EPS is projected to be in the range of $240 to $255[109]

Financial Data and Key Metrics Changes - The company raised its full-year net sales guidance to 3% to 5% growth compared to the prior year, driven by strong performance in the coffee segment and Uncrustables [34][39] - Adjusted earnings per share guidance remains at $8.50 to $9.50, reflecting the impact of higher costs from U.S. tariffs [34][35] - The company aims to generate over $1 billion in free cash flow annually, with a disciplined capital deployment model [3][35] Business Line Data and Key Metrics Changes - The coffee segment is performing well despite record-high green coffee prices, with favorable price elasticity of demand trends [4][42] - Uncrustables brand is expected to exceed $1 billion in annual net sales, driven by marketing, distribution gains, and innovation [10][34] - The pet segment, particularly Milk-Bone and Meow Mix, is experiencing growth, with Milk-Bone's Peanut Buttery Bites being a significant innovation [18][56] Market Data and Key Metrics Changes - The U.S. retail coffee market shows resilience, with over 70% of coffee consumed at home, making it affordable despite inflation [42] - The cat food category is benefiting from positive pet population trends, with Meow Mix showing strong momentum [21][56] - The frozen handheld and spreads market is seeing increased distribution for Uncrustables, now available in over 30,000 convenience stores [16][51] Company Strategy and Development Direction - The company is focused on long-term growth through brand-building and innovation, particularly in key growth platforms like Café Bustelo and Uncrustables [3][4] - A strategy to reduce SKU count by 25% for the Hostess brand aims to simplify offerings and enhance profitability [22][32] - The company is committed to maintaining a balanced approach to capital deployment, including debt reduction and dividend growth [35][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic environment while delivering organic growth [39][40] - The outlook for coffee remains strong, with expectations of continued resilience despite significant inflation [45][46] - Management anticipates sequential profit improvement across various segments, including Sweet Baked Snacks and Uncrustables [49][50] Other Important Information - The company is closing its Indianapolis manufacturing facility, which is expected to deliver $30 million in annual cost savings [22] - The Milk-Bone brand is leveraging cultural relevance to connect with younger consumers, enhancing its market position [19][20] Q&A Session Summary Question: What are the key takeaways from recent results? - The company delivered 3% comparable growth and raised its top-line guidance, primarily due to strong coffee performance [39][40] Question: How is the coffee category performing in terms of consumer behavior? - The coffee portfolio is performing well, with consumption remaining solid due to affordability at home despite inflation [42][43] Question: What are the expectations for Uncrustables moving forward? - Uncrustables is expected to continue its strong performance with new distribution and innovative product offerings [51][53]

Kraft Heinz Company Update Summary Company Overview - **Company**: The Kraft Heinz Company (KHC) - **Date of Call**: September 02, 2025 - **Key Focus**: Announcement of the separation into two distinct companies Core Points and Arguments 1. **Separation Announcement**: Kraft Heinz will separate into two focused companies: the Taste Elevation Company and the North America Grocery Company, aimed at improving performance and unlocking long-term value for shareholders [4][5] 2. **Growth Projections**: Historical industry growth in the U.S. is around 2%, with Taste Elevation categories expected to grow slightly faster at 2.5% to 3% [11][12] 3. **Strategic Review**: The decision to separate was influenced by a strategic review that highlighted the complexity of the current business structure, which hindered the ability to realize the full potential of brands and operations [15][16] 4. **Operational Efficiency**: The North America Grocery Company is expected to generate substantial free cash flow through operational efficiency in stable growth categories [5] 5. **Market Share and Growth**: Kraft Mac and Cheese remains with the Taste Elevation Company due to its strong market share (70%) and attractive margins, with a historical growth rate of 3% CAGR [21][22] 6. **Dissynergies**: The anticipated dissynergies from the separation are estimated at $300 million, primarily from cost of goods sold (COGS), IT costs, and sales and marketing expenses [24][25] 7. **Investment in Growth**: 85% of marketing investments are directed towards accelerated platforms in North America, indicating a strong commitment to driving growth in key areas [33] 8. **EBITDA Guidance**: For 2024, EBITDA is projected at $6.3 billion, with a slight decrease to $6 billion expected in 2025, indicating potential profit pressures [40][41] 9. **Focus on Innovation**: The company has doubled its rate of innovation over the last three years, with plans to continue enhancing product offerings and improving existing products [96][98] Additional Important Insights 1. **Capital Structure**: Both companies will target an investment-grade capital structure, allowing for flexibility in strategic transactions post-separation [55][56] 2. **Market Dynamics**: The Taste Elevation Company has faced recent sales declines (3-4%) due to low consumer sentiment, but historically has shown strong growth [30][32] 3. **Future Opportunities**: The North America Grocery Company is expected to explore food service expansion and other channels that have not been fully leveraged [80][81] 4. **Margin Expansion**: There is a greater opportunity for margin expansion in the North America Grocery Company compared to the Taste Elevation Company, with ongoing efforts to improve COGS and operational efficiencies [75][78] This summary encapsulates the key points discussed during the Kraft Heinz Company update call, highlighting the strategic direction and anticipated outcomes of the company's separation.

Strategic Acquisition from Sysco to Expand Customer Base and Production Capabilities; Crown I Generated $56M in Profitable Revenue in FY25 at Marquee Retailer Partners  $17.5 Million All-Cash Acquisition, at Attractive 0.3x FY25 Revenue Multiple, to be Fully Financed by Private Placement with Institutional Investors and Long-Term Credit Facility with M&T Bank EAST RUTHERFORD, NJ, Sept. 02, 2025 (GLOBE NEWSWIRE) -- Mama’s Creations, Inc. (Nasdaq: MAMA) (the “Company” or “Mama”), a leading national marketer a ...

ALPHARETTA, Ga., Sept. 2, 2025 /PRNewswire/ - Alithya (TSX: ALYA) has been selected by Roskam Foods, a leading contract manufacturer for world-renowned food brands, retailers, and food service providers, as the strategic partner for its enterprise systems modernization. Alithya will lead the implementation of Microsoft Dynamics 365 for Finance and Supply Chain Management, enabling Roskam Foods to streamline operations, improve supply chain visibility, and harness new Cloud capabilities as the company pursue ...

证券代码：603288 证券简称：海天味业 公告编号：2025-036 佛山市海天调味食品股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》 第十四号—食品制造的相关规定，现将佛山市海天调味食品股份有限公司 2025 年半年度主要经营数据（未经审计）公告如下： 一、2025 年半年度主要经营数据 3、主营业务按照地区分类情况 | | | 单位：元 | 币种：人民币 | | --- | --- | --- | --- | | 地区分部 | 2025 年半年度收入 | 2024 年半年度收入 | 同比变动 | | 东部区域 | 2,860,033,028.56 | 2,517,908,444.79 | 13.59% | | 南部区域 | 3,022,657,047.43 | 2,657,038,102.88 | 13.76% | | 中部区域 | 3,182,252,785.82 | 2,917,810,835.06 ...