Adjusted EBITDA was $55.6 million, down 20.6%. Net income was $25.3 million versus $38 million a year ago, and diluted EPS was $0.26 versus $0.38. Adjusted diluted EPS was $0.39 compared with $0.49 in the prior-year quarter.Profitability fell year-over-year as the company absorbed higher costs. Gross profit was $109.9 million, down 15.8%, and gross margin was 32.3% on a GAAP basis, down 590 basis points. Beeler attributed the decline primarily to inflationary input costs—especially cocoa—and the first full ...

Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.  In the fourth quarter, Palm Valley Capital Fund appreciated 0.66% compared to a 1.70% gain for the S&P SmallCap 600 and a 3.12% rise in the Morningstar Small Cap Total Return Index. At the beginning of the quarter, the Fund allocated 74.1% to Treasury bills and increased to 76.3% by the end of the quarter. The equity ho ...

The Oracle of Omaha has retired, but you can still lean on his investing expertise with the three stocks currently held in the Berkshire Hathaway portfolio.It's official: As of Dec. 31, Warren Buffett is no longer chief executive officer of Berkshire Hathaway (BRK.A +0.56%) (BRK.B +0.33%). The Oracle of Omaha will remain chairman of the holding company, but Buffett is no longer its chief investment decision maker.Still, while Buffett has stepped down, it's not as if Berkshire Hathaway, under the leadership ...

Conagra Brands, Inc. (NYSE:CAG) is included among the 13 Best January Dividend Stocks to Invest in. Conagra (CAG) Target Trimmed as Wells Fargo Updates 2026 Food Sector Models On January 5, Wells Fargo lowered its price target on Conagra Brands, Inc. (NYSE:CAG) to $18 from $19 and kept an Equal Weight rating. The move came as the firm updated models across the Beverage, Food, and HPC space heading into 2026. Earlier in December, Conagra Brands, Inc. (NYSE:CAG) said it was holding its full-year sales and ...

Core Insights - The article discusses the potential of three dividend stocks: Conagra Brands, Realty Income, and Oneok, which are expected to maintain their dividends and experience price appreciation in the coming years [3]. Conagra Brands - Conagra Brands has seen a year-to-date decline of over 37% due to high inflation and low growth impacting its fiscal performance [4]. - The company faces concerns regarding its $0.35-per-share quarterly dividend, which translates to an 8.0% forward yield, amid fears of a potential dividend cut [5]. - The recently announced "Project Catalyst," which leverages AI technology for operational improvements, could enhance profitability, secure the dividend, and drive stock recovery [6]. - Currently trading at 10 times forward earnings, Conagra's shares could rise with earnings growth and valuation expansion if the turnaround plan is successful [6][7]. Realty Income - Realty Income, a REIT known for monthly dividend payments, has experienced modest gains in 2025 due to uncertainty surrounding potential interest rate cuts by the Federal Reserve [8]. - If interest rates decline further in 2026, Realty Income could see a significant re-rating to the upside, enhancing its cash flow and securing its dividend [7]. Oneok - Oneok, a midstream energy company, is expected to benefit from increased cash flow, indicating a secure dividend and potential share price growth [7].

We recently published 10 Stocks on Jim Cramer’s Radar.  Tyson Foods Inc. (NYSE:TSN) is one of the stocks on Jim Cramer's radar. Tyson Foods Inc. (NYSE:TSN) is one of the largest packaged food companies in America. Its shares are flat year-to-date, with media reports pinning the blame on several factors. These include a demand by President Trump that the firm be investigated for price fixing and the firm paying $85 million in October to consumers after a lawsuit involving similar allegations. On a more pos ...

Was the sale driven by capacity constraints or a change in strategy? The scale of the trade reflects Harper's reduced available share base rather than an intentional shift in sell size or cadence, as his cumulative holdings have declined by 34.78% over the past year.What is the current structure of Harper's ownership after the transaction? Following the transaction, Harper holds 11,441 shares directly and 1,442 shares indirectly through a 401(k) plan as of Dec. 8, 2025.How does this transaction compare to H ...

Core Insights - Kraft Heinz and PepsiCo both reported better-than-expected earnings for Q3 2025, indicating strong performance in the packaged food sector [1] Group 1: Company Performance - Kraft Heinz and PepsiCo are on contrasting paths despite both beating earnings expectations, suggesting differing strategies and market conditions [1]

Nestle said on Tuesday it had completed the sale of its remaining 40% stake in packaged meat business Herta Foods to Spanish company Casa Tarradellas. ...

Industry Overview - The U.S. packaged foods industry has faced significant challenges over the past couple of years due to a combination of factors including inflation, supply chain issues, tariffs, store brands, and changing nutritional trends and consumer preferences [1] Analyst Background - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality compounders and growth stocks at reasonable prices in the U.S. and other developed markets [1]