记者丨陆秀 编辑丨江佩霞 "炒货已经比炒股还可怕了""这是薛记珠宝店，还是炒货店？"2026年春节临近，社交媒体上不少网友吐槽高端炒货。 1月28日，21世纪经济报道记者走访薛记炒货发现，瓜子、花生等基础现制炒货卖到23.8元/斤， 开心果、现烤腰果、开口松子等坚果类现 制炒货均接近100元/斤，手剥松子价格更是高达218元/斤。而截至目前，猪肉每斤均价在10元左 右 。 薛记炒货原味现制瓜子卖到2 3 . 8元/斤 一斤瓜子贵过猪肉、高端坚果斤价突破200元，从街边小摊到商场轻奢店，炒货凭什么卖这么贵？ 高端坚果逼近2 0 0元/斤 薛记炒货成"炒货刺客" 消费者对炒货的认知屡屡被刷新：坚果、果干、蜜饯等产品单价从几十元到几百元一斤并不罕见，网红款定价更是居高不下。 在社交媒体上， 薛记炒货因其定价被网友戏称为"薛记珠宝店""炒货界的爱马仕""炒货刺客"等 。截至1月28日，仅小红书平台，"薛记珠 宝"单个话题阅读量就突破3000万。 网友晒出结账单 21世纪经济报道记者实地走访发现，薛记炒货售价的确不菲， 多款蔬果类炒货价格突破100元/斤，多款去壳坚果炒货价格更是逼近200元/ 斤 。社交媒体平台上，有 ...

Exec Edge hosted a fireside chat at the ICR Conference 2026 with Dan Fachner, Chief Executive Officer, President and Chairman at J&J Snack Foods Corp. (Nasdaq: JJSF). The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed the company’s more than 30 strategic acquisitions including the Dippin’ Dots acquisition, how J&J is positioning itself for improved margins and long-term growth, among other topics. About Dan Fachner Dan Fachner has been President and Chief Executive Off ...

以下文章来源于槽值 ，作者槽值小妹 槽值 . 网易文创旗下新情感消费品牌，倡导更有情调、有质感的生活方式。 现在的炒货，到底为啥这么贵？ 文 ｜ 槽值小妹 来源｜ 槽值（ID：caozhi163） 封面来源 ｜ pexels "有些事不上称没有二两重，上了称一千斤打不住，比如炒货。" 临近年底，越来越多人在走进炒货店后惊觉：外面的世界，什么时候变成这样了？ 图源小红书@灏荔奺，图片已获作者授权 谁要是对"二十一世纪消费刺客"的印象，还停留在麻辣烫、麻辣香锅……注定会被炒货店们上一课。 "这大福那老铺的，上炒货店逛一圈就全老实了。" 现在的炒货， 怎么越来越贵了? "都在说消费降级，原来降的只是我的消费能力？" 不知道从什么时候开始，但凡想逛一些繁华地段的商场，都得做好被"吓两跳"的准备。 过去印象中对炒货的定义，无非是瓜子、花生罢了，十块钱都能买一大把，能有多贵？ 但如今，时代变了，炒货店早已不是能随意抓点、结账走人的地方，而是"和珠宝店有得一拼。" 第一次，是走进金店时，被金价吓的。 第二次，则可能是在炒货店结账时，被价签上的数字惊的。 图源小红书@粗噜噜，已获作者授权 "这一生最佩服三种人：逛景区必吃烤肠 ...

"有些事不上称没有二两重，上了称一千斤打不住，比如炒货。" 临近年底，越来越多人在走进炒货店后惊觉：外面的世界，什么时候变成这样了？ 过去印象中对炒货的定义，无非是瓜子、花生罢了，十块钱都能买一大把，能有多贵？ 但如今，时代变了，炒货店早已不是能随意抓点、结账走人的地方，而是"和珠宝店有得一拼。" 图源小红书@灏荔奺，图片已获作者授权 谁要是对"二十一世纪消费刺客"的印象，还停留在麻辣烫、麻辣香锅……注定会被炒货店们上一课。 "这大福那老铺的，上炒货店逛一圈就全老实了。" 01 现在的炒货，怎么越来越贵了？ "都在说消费降级，原来降的只是我的消费能力？" 不知道从什么时候开始，但凡想逛一些繁华地段的商场，都得做好被"吓两跳"的准备。 第一次，是走进金店时，被金价吓的。 第二次，则可能是在炒货店结账时，被价签上的数字惊的。 图源小红书@粗噜噜，已获作者授权 "这一生最佩服三种人：逛景区必吃烤肠的，自选麻辣烫不抖水的，进炒货店随便夹的。" 没人能说清楚，炒货是何时开始和珠宝、黄金划上等号的，但随意走进一家炒货店—— 坚果、果干、蜜饯、零食以及各类新式炒货，价格下至30元一斤，上至300元一斤，已成事实。 两样坚果 ...

Core Viewpoint - Utz Brands (NYSE:UTZ) is identified as a promising mid-cap consumer staples stock, with a current Buy rating from Bank of America Securities despite a target price reduction from $15 to $14, indicating a potential upside of nearly 41% [1]. Financial Performance - The company's preliminary Q4 results revealed organic sales growth between 0.3% and 0.6%, which fell short of analyst expectations of 2.7% and consensus forecasts of 2.9%, attributed to macroeconomic headwinds affecting consumption [2]. - Organic sales growth forecasts have been revised down from 3% to approximately 2.5%, while adjusted EBITDA is estimated to be around $217 million [3]. Analyst Ratings and Outlook - Mizuho Securities analyst John Baumgartner reaffirmed a Buy rating with a target price of $16, suggesting a potential upside of 61%, following positive management meetings [4]. - Baumgartner expressed confidence in the company's ability to achieve volumetric growth and margin expansion in 2026, which is expected to enhance free cash flows and support financial deleveraging efforts [5]. Company Overview - Utz Brands specializes in selling snack foods to consumers, warehouse clubs, and merchandisers, with a diverse product range including pretzels, potato chips, tortillas, and ready-to-eat popcorn, marketed under various brands such as Utz, Golden Flake, and TGI Fridays [6].

Market Overview - The U.S. stock market is expected to remain volatile due to a criminal investigation into Federal Reserve Chair Jerome Powell, leading traders to favor safe-haven assets [1] - Increased market uncertainty is prompting a shift towards low-beta stocks [1] Low-Beta Stocks - Futu Holdings Limited (FUTU) is experiencing rapid growth as clients invest more through its fully digitalized financial services platform, indicating heightened trust from investors, including those outside Hong Kong [6] - J & J Snack Foods Corp. (JJSF) has a strong balance sheet with negligible debt and is focused on returning capital to shareholders, planning to accelerate stock repurchases [7][8] - Natural Gas Services Group, Inc. (NGS) benefits from rising exports of Liquefied Natural Gas (LNG), as increased demand for compression equipment is driven by the need to transport gas through pipelines [9] - The Vita Coco Company, Inc. (COCO) is thriving in the healthy drink sector, particularly with its leading coconut water brand, as demand for coconut water is booming across various regions [10]

Core Insights - Mondelez International, Inc. is a leading global snack food company with a market cap of $69.2 billion, operating in over 150 countries and owning iconic brands like Oreo and Cadbury [1] Financial Performance - Analysts expect Mondelez to report an adjusted profit of $0.70 per share for the fourth quarter, reflecting a 7.7% increase from $0.65 per share in the same quarter last year [2] - For fiscal 2025, adjusted EPS is projected to be $2.90, a decrease of 13.7% from $3.36 in 2024, but is expected to rebound to $3.14 per share in fiscal 2026, marking an 8.3% year-over-year increase [3] Stock Performance - Mondelez's stock has declined by 10.2% over the past 52 weeks, underperforming compared to the Consumer Staples Select Sector SPDR Fund's 1.3% decline and the S&P 500 Index's 16.2% gain [4] - The underperformance is attributed to rising input costs, weakening consumer demand, and downward revisions to earnings outlook, particularly due to inflation in cocoa prices and other raw materials [5] Analyst Ratings - The stock holds a consensus "Moderate Buy" rating, with 14 "Strong Buys," three "Moderate Buys," six "Holds," and one "Strong Sell" among 24 analysts [6] - The mean price target for Mondelez is $68.30, indicating a potential upside of 27.1% from current price levels [6]

Core Insights - Investors are gravitating towards safer, low-beta stocks due to anticipated market uncertainty [1] - Companies are increasingly utilizing complex borrowing methods for funding data center projects, contributing to market nervousness [1] Stock Recommendations - Suggested low-beta stocks include J & J Snack Foods Corp. (JJSF), USA Compression Partners, LP (USAC), Natural Gas Services Group, Inc. (NGS), and The Vita Coco Company, Inc. (COCO) [2] Stock Characteristics - Beta measures the volatility of a stock relative to the market, with a beta of less than 1 indicating lower volatility [3][4] - A beta range of 0 to 0.6 is used as a screening criterion for less volatile stocks [5] Screening Criteria - Stocks must have a positive price change over the last four weeks [5] - Average 20-day trading volume should exceed 50,000 [6] - Stock price must be at least $5 [6] - Zacks Rank of 1 indicates strong buy potential [6] Company Profiles - **J & J Snack Foods**: Strong balance sheet, negligible debt, focused on capital return to shareholders, and plans to accelerate stock repurchases [7] - **USA Compression Partners**: Positioned to benefit from rising demand for cleaner fuels and LNG exports, with plans to add new equipment by year-end [8][9] - **Natural Gas Services**: Benefits from increased LNG exports, leading to higher demand for compression equipment [10] - **The Vita Coco Company**: Leading producer of coconut water, experiencing strong demand growth across regions [11]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $1.6 million, down from $3.6 million in Q3 2024, primarily due to lower average selling prices from discontinued SKUs [10] - Gross loss for Q3 2025 was $8.9 million compared to a gross profit of $0.6 million in the same period last year, resulting in a gross margin of negative 576% versus 16% [10] - Net loss for Q3 2025 was $10.9 million, or negative $0.90 per diluted share, compared to a net loss of $3.4 million, or negative $0.33 per diluted share in Q3 2024 [11] - Adjusted EBITDA for Q3 2025 was negative $10.9 million, worsening from negative $1.9 million in Q3 2024, mainly due to inventory charges [11] - Cash and cash equivalents at the end of Q3 2025 were $387.3 million, a significant increase from $3.7 million at the end of 2024 [12] Business Line Data and Key Metrics Changes - The company has streamlined operations and reduced fixed costs, including vacating the Mockingbird facility and planning to vacate the Rock Quarry facility, leading to significant cost savings [4][5] - Payroll efficiencies have lowered monthly costs by approximately $40,000 while maintaining quality and innovation [5] Market Data and Key Metrics Changes - The company is launching two new SKUs in March 2026 with a national retailer, which will include the Caramel Crunch SKU, marking a significant retail strategy milestone [6] - There is a noted shift in retailer demand towards innovative SKUs featuring proprietary textures and clean ingredients, reflecting broader market trends [8] Company Strategy and Development Direction - The company is focused on optimizing its cost structure, expanding retail distribution, and executing private label partnerships to drive long-term growth and return to profitability [13][14] - Future initiatives include digital asset strategies to enhance capital efficiency and shareholder value [15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about entering 2026 with a leaner and more efficient structure, ready to scale profitably [16] - The company anticipates gradual margin improvement starting mid-2026, supported by operational efficiencies and new product launches [15] Other Important Information - The company has received commitments for additional capital, with insiders committing $1 million, reflecting confidence in the company's strategy [9] Q&A Session Summary Question: Can you provide any more details on the financial commitments that you have in hand at this point? - Management confirmed a commitment of $1 million from insiders [19] Question: What do you think your current cash burn is on a monthly basis at this point? - Management indicated that cash burn will decrease significantly after January, providing a runway for private label initiatives [22] Question: Is this million dollars coming in, is it equity, debt, or it's not formal yet at this point? - Management stated that the commitment is not formal yet but should be finalized within the next week [24] Question: When do you think you need to do revenue to break even at this point or after January? - Management noted that break-even visibility will improve around March or April, with expected monthly expenses in the $450-$550 range [26] Question: Are the economics of the Caramel Crunch business very similar to your other products? Or is it higher margin? - Management indicated that the Caramel Crunch will have similar economics, with potential for improved margins as manufacturing processes are fine-tuned [27] Question: Can you talk about how effective the expanded sales effort has been? - Management expressed satisfaction with the sales team's performance, particularly in securing private label partnerships and expanding into non-traditional retail environments [32]

Core Insights - EnWave Corporation has signed a royalty-bearing commercial license agreement with a U.S. snack company for ultra-healthy fruit and vegetable-based products [1][3] - The Licensee has confirmed its product as the "healthiest salty snack ever produced" [1] - The collaboration has led to the purchase of a 10kW Radiant Energy Vacuum (REV™) dehydration machine for initial commercial production [2] Company Overview - EnWave is a leader in vacuum microwave dehydration technology, with a strong intellectual property portfolio and proven drying solutions for various industries [5] - The company has over fifty partners across twenty-four countries, enhancing product quality and market speed through its patented technology [6] - EnWave's strategy focuses on signing commercial licenses with food producers to improve drying efficiency and product quality [7] Product Launch and Market Expansion - The Licensee plans to launch its REV™-dried products in Mexico in Q1 2026, with U.S. market expansion anticipated in 2027 [3] - The Licensee has secured global rights to produce its proprietary snack products under the terms of the Commercial License [3] - Further details about the Licensee will be disclosed during the official product launch in 2026 [4]