Company Overview - Beyond Oil Ltd. (TOR: BOIL.TO) is a food-tech innovation company focused on creating solutions that mitigate health risks, reduce costs for food service companies, and improve sustainability [3] - The company's patented technology has received regulatory clearances from the FDA and Health Canada, significantly reducing harmful compounds in frying oil [3] Industry Context - The company addresses a critical issue in the food industry related to the widespread practice of reusing frying oil for multiple cycles, which is common in various food service settings such as restaurants, hotels, and schools [3] - Beyond Oil's solution aims to tackle health risks associated with reused oil, which have been linked to serious health concerns including cancer and cardiovascular diseases [3] Leadership and Strategy - Michael Nemirow, who became President of North America for Beyond Oil in September 2025, has extensive experience in scaling businesses across various sectors, including foodservice [2] - His previous role as CEO of Greenstar Plant Products involved transforming the company and positioning it as a globally recognized manufacturer before its sale in 2021 [2] - Nemirow's leadership is expected to drive innovation and operational excellence, advancing Beyond Oil's mission to transform the foodservice industry [2]

Core Insights - Armanino Foods of Distinction, Inc. (AMNF) is a leading foodservice pesto producer in the US, demonstrating strong upward momentum with a 57.75% return for investors over the last 12 months [1] Company Overview - AMNF is categorized as a small-cap stock, indicating its market capitalization is relatively low compared to larger companies [1] Performance Metrics - The company has rewarded investors significantly, achieving a return of 57.75% in the past year, showcasing its strong performance in the foodservice sector [1] Industry Context - The foodservice industry, particularly in the pesto segment, is experiencing growth, with AMNF positioned as a key player [1]

Core Insights - The U.S. logistics, manufacturing, and supply-chain sectors are experiencing significant layoffs, facility closures, and bankruptcy filings, affecting over 2,200 workers nationwide as companies face challenges such as lost contracts, high costs, excess capacity, and tighter credit conditions [6]. Company-Specific Summaries - Kroehler Furniture Co. has permanently closed its manufacturing facility in Conover, North Carolina, resulting in the layoff of more than 275 employees as part of a restructuring to improve long-term viability amid high wood fiber and energy costs [1]. - Packaging Corporation of America plans to lay off about 200 employees at its containerboard mill in Wallula, Washington, following the permanent shutdown of a paper machine and kraft pulping operations [2]. - AVI Food Systems is set to lay off 297 employees in Philadelphia due to a facility closure, impacting large institutional foodservice operations [4]. - RailCrew Xpress is laying off over 400 employees across multiple states after losing a major contract with CSX [5]. - I Squared Logistics has laid off 160 workers in North Carolina after abruptly shutting down operations as an Amazon delivery service partner [8]. - The Giant Co. plans to close five e-commerce fulfillment centers in Pennsylvania, resulting in the layoff of 128 workers [9]. - United Parcel Service is closing a distribution facility in Montgomery, Alabama, leading to the layoff of 128 employees as part of a broader restructuring [11]. - Comprehensive Logistics laid off 105 workers in Georgia after losing a major contract [12]. - Archer Daniels Midland will close its Memphis facility, resulting in the layoff of 95 employees as part of a new joint venture [13]. - FedEx is laying off 89 employees at a facility in Fort Worth, Texas, as part of its multiyear Network 2.0 reorganization [14]. - Microplastics Inc. has laid off 86 employees and shut down its Illinois plant amid asset sale negotiations [15]. - Post Consumer Brands is cutting 71 jobs at its Michigan cereal plant after halting production of several product lines [16]. - U.S. Endodontics is laying off 70 workers from its Tennessee facility, with no reason provided for the reduction [17]. - GNC is laying off 66 workers from its Phoenix distribution center, with no disclosed reason [18]. - United Piston Ring is closing its Wisconsin plant, resulting in the layoff of about 60 employees as part of a restructuring [19]. - Ryder Integrated Logistics is laying off 59 employees following the closure of a facility in Illinois [20]. - Ample Inc. filed for Chapter 11 bankruptcy protection amid severe cash shortages, reducing its workforce from approximately 120-160 to just a few employees [21][22]. - FlexShopper Inc. filed for Chapter 11 bankruptcy, reporting less than $1 million in assets and liabilities ranging from $100 million to $500 million [23][24]. - Food52 Inc. filed for Chapter 11 bankruptcy protection, citing sustained cash burn and declining demand, with revenue dropping from approximately $160 million in 2021 to about $74.7 million in 2024 [26][28].

Core Viewpoint - Sweetgreen, Inc. has successfully completed the sale of its Spyce business unit to Wonder Group, Inc. for a total consideration of $100 million in cash and additional shares valued at $86.4 million [1] Financial Details - The transaction includes $100 million in cash and Series C Preferred Stock of Wonder with an implied value of $86.4 million, based on the share price from Wonder's recent preferred equity financing [1]

Core Insights - Starbucks Corporation (SBUX) reported its first global comparable store sales growth in seven quarters, indicating a significant turnaround in its fiscal fourth-quarter 2025 performance [1] - The company's revenues increased by 5% year over year to $9.6 billion, although earnings per share of 52 cents fell short of the Zacks Consensus Estimate of 55 cents due to ongoing strategic investments [1][10] Sales Performance - Global comparable sales rose by 1%, driven by a 3% increase internationally, while North America showed signs of recovery [2][10] - U.S. comparable sales were flat, but transaction trends improved sequentially, suggesting that the "Back to Starbucks" strategy is gaining traction [2] International Markets - International markets demonstrated resilience, with China achieving 2% comparable sales growth supported by a 9% increase in transactions [3] - Other markets such as Japan, the United Kingdom, and Mexico also reported positive sales momentum [3] Strategic Initiatives - The Green Apron Service initiative has enhanced staffing, customer connection, and service speed, leading to improved partner engagement and customer satisfaction [2] - The delivery channel experienced a nearly 30% year-over-year surge, surpassing $1 billion in U.S. sales for the fiscal year [3] Management Focus - Management emphasized a commitment to enhancing the coffeehouse experience over short-term profit gains, with CEO Brian Niccol noting that investments in service and store redesign are yielding tangible results [4] - CFO Cathy Smith indicated that cost streamlining and disciplined capital allocation are expected to gradually improve margins in fiscal 2026 [4][10] Overall Outlook - The fourth-quarter results reflect early signs of recovery, combining operational discipline, brand renewal, and customer-centric innovation to set the stage for sustainable long-term growth [5]

Core Insights - Instacart partners with Restaurant Depot to enhance the ordering experience for restaurants and foodservice operators through a new mobile app and website [1][2] Company Overview - Instacart is a leading grocery technology company in North America, collaborating with over 1,800 retail banners to facilitate online shopping and delivery services from nearly 100,000 stores [5] - Restaurant Depot is a members-only wholesale cash & carry foodservice supplier, focusing on independent foodservice operators with no minimum purchase requirements [8] New Features and Solutions - The new mobile app and website integrate Instacart Business and Storefront Pro, providing a seamless ordering experience for Restaurant Depot members [1][2] - Key features include 24/7 ordering through a mobile app, access to exclusive deals via monthly flyers, team ordering capabilities, digital tax-exempt purchases, bulk ordering options, and easy in-store shopping with membership card scanning [6][3] Industry Context - The foodservice industry is crucial to American communities, facing unique operational challenges and time-sensitive needs [3] - Instacart aims to empower foodservice businesses with flexible solutions that adapt to their specific requirements, enhancing efficiency and convenience in procurement [3]

Core Insights - Aramark is enhancing its leadership in artificial intelligence innovation within the hospitality sector through the launch of Culinary Co-Pilot (CCP), an AI-powered tool aimed at improving menu personalization and operational efficiency [1] Company Developments - The Culinary Co-Pilot (CCP) is a proprietary tool that is part of Aramark's broader digital platform, Hospitality IQ™, which utilizes AI to facilitate smarter and faster decision-making across its operations [1]

Core Insights - The EAT-Lancet 2025 Report emphasizes the potential of transforming global diets to prevent nearly 15 million premature deaths annually while reducing greenhouse gas emissions by over 50% [2] - Sodexo plays a pivotal role in promoting sustainable eating habits and has already implemented key recommendations from the EAT-Lancet Report [1][4] Company Initiatives - Sodexo serves 80 million consumers daily, focusing on reconciling pleasure, health, and environmental respect to support sustainable food systems [4] - The company has a sustainability roadmap called Better Tomorrow, which includes training chefs and adapting offerings to local preferences [5] - Sodexo aims to achieve 70% low-carbon main dishes by 2030, defining low-carbon meals as those producing 0.9 kg of CO₂e or less [7] Collaborative Efforts - In partnership with WWF, Sodexo has successfully reduced meal-related emissions at Cytiva's restaurant in Sweden from 1.5 kg CO₂e to 0.6 kg CO₂e per serving [8] - The company emphasizes the importance of collaboration in bridging the gap between scientific recommendations and actionable strategies [11][12] Future Outlook - The upcoming launch of Better Tomorrow 2028 will further enhance Sodexo's contributions to building healthier and more sustainable food systems [12] - Sodexo's commitment to sustainability is reflected in its inclusion in various indices such as CAC Next 20 and FTSE 4 Good [14]

Core Insights - Beyond Oil Ltd. has appointed Michael Nemirow as President of North America to accelerate growth and scale operations in the region [1][2][3] - The company aims to enhance its market presence in North America, particularly the U.S., which is identified as a strategic growth market [2][3] - Nemirow's previous experience as a Strategic Advisor has been pivotal in shaping the company's North American go-to-market strategy [2][3] Company Strategy - The appointment of Nemirow reflects a sharpened focus on commercial activities, including sales, customer success, and distributor partnerships in North America [2] - Beyond Oil is already serving paying customers across the U.S. and has established a dedicated team for sales and customer success [3] - The company has launched pilot programs with prominent foodservice brands and secured a strategic partnership with West Coast Reduction Ltd. to enhance its commercial presence [2][3] Leadership and Experience - Michael Nemirow brings extensive experience from various sectors, including distribution and manufacturing, and has a proven track record in scaling businesses [4] - His leadership at Greenstar Plant Products, Inc. involved transforming the company and establishing it as a recognized manufacturer in the plant nutrients sector [4] - Nemirow's understanding of the company's product and market potential is expected to drive significant growth in North America [3][4] Company Overview - Beyond Oil Ltd. focuses on food-tech innovations aimed at reducing health risks associated with fried food while improving sustainability and reducing operational costs [7] - The company's patented technology addresses health concerns related to reused frying oil, which is prevalent in the food industry [7] - Beyond Oil's solutions are backed by extensive research highlighting their benefits in mitigating health risks and improving food quality [7]

September 3, 2025 Barclays Global Consumer Staples Conference 2025 Kevin Hourican CHAIR OF THE BOARD AND CHIEF EXECUTIVE OFFICER 3 Forward-Looking Statements Statements made in this presentation that look forward in time or that express management's beliefs, expectations or hopes are forward-looking statements under the Private Securities Litigation Reform Act of 1995. These statements concern, among other things, our future financial performance and results, business strategy, plans, goals and objectives, ...