Financial Performance - PepsiCo's shares surged last week following a better-than-expected earnings report and outlook [1] Market Trends - The report suggests monitoring key post-earnings chart levels for PepsiCo [1]

PepsiCo shares are rising in early trading Thursday after the beverage and snack food giant affirmed its outlook and posted better-than-estimated quarterly results. https://t.co/du9h2msTaj ...

Group 1: Earnings Outlook - Many big technology stocks are expected to perform well, while consumer staples stocks are projected to have negative earnings growth of around 3% and consumer discretionary stocks are expected to average negative growth of approximately 5.4% [1] - Persistent inflation in consumer-facing areas, particularly food, is affecting earnings outlook, leading companies to hedge or refrain from issuing future guidance due to uncertainties around tariffs [2] Group 2: Company-Specific Insights - PepsiCo's stock is down 11.75% in 2025 and over 18% in the last 12 months, with revenue declining year-over-year for four consecutive quarters, resulting in negative earnings per share growth [4][5] - Procter & Gamble's stock is down 9.1% in 2025, hitting a 52-week low, as consumers shift towards private label brands, and the company missed on topline expectations while beating EPS expectations by 1 cent [8][9] - Costco Wholesale has delivered a total return of 233.5% over the last five years, but its high P/E ratio over 55x may deter some investors despite its strong growth and profitability [12][13] Group 3: Technical Analysis - PepsiCo's stock shows signs of a bullish reversal with the price above the 50-day simple moving average, although potential resistance exists at the current level [6] - Procter & Gamble's stock is trading at 24x earnings, around the average of the S&P 500, but at a discount to its historical averages, with a significant portion of revenue generated overseas [10] - Costco's stock may face further declines if it breaks support at its 200-day SMA, with a notable support and resistance area around $957 [15]

MOUNT LAUREL, N.J., July 15, 2025 (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (NASDAQ: JJSF) announced today that it has scheduled a conference call and webcast to discuss its fiscal 2025 third quarter financial results on Tuesday, August 5, 2025, at 10:00 am Eastern time. Conference call participants should pre-register by clicking on this Registration Link to receive the dial-in number and a personal PIN, which are required to access the conference call. Questions will be taken only from participants on t ...

Overview - The demand for pistachios in China is increasing due to rising living standards and changing consumer preferences towards healthy snacks. In 2024, the demand for pistachios is projected to reach 235,100 tons, with a market size of 22.711 billion yuan, while the domestic production is only 81,100 tons, necessitating significant imports each year [1][10]. Market Policy - China has implemented a series of stringent food safety policies to regulate the production of pistachios, ensuring product quality and promoting the industry's development towards standardization and high quality. Key policies include guidelines for traditional food production, food safety assessment methods, and measures to enhance food enterprise standard management [4][6]. Industry Chain - The pistachio industry chain includes upstream cultivation, processing equipment, flavoring, and packaging materials. The main cultivation areas are in Xinjiang and Gansu, where the climate is suitable for pistachio growth. Due to insufficient domestic production, China heavily relies on imports. The midstream involves processing, while the downstream includes sales channels such as supermarkets, convenience stores, and e-commerce platforms [8][10]. Development Status - The market for pistachios is experiencing continuous growth, with a projected import volume of 133,700 tons and an import value of approximately 86.9 million USD in 2024. The average import price is 6.50 USD per kilogram, with major suppliers being the United States, Iran, Australia, and Turkey [12][10]. Competitive Landscape - The pistachio industry in China is characterized by a fragmented competitive landscape with numerous participants. Key players include Three Squirrels, Qiaqia Food, and Good Products, among others, with operations spread across various provinces [14][16]. Company Analysis - Three Squirrels has achieved significant sales, with total revenue reaching 10.62 billion yuan in 2024, of which the nut business accounted for 5.366 billion yuan, representing 50.5% of total revenue [16]. Good Products, established in 2006, reported total revenue of 7.159 billion yuan in 2024, with the nut business contributing 1.138 billion yuan, or 15.9% of total revenue [18]. Development Trends - The future demand for pistachios is expected to grow as consumer health awareness increases, leading to a shift towards low-fat, high-protein, and nutrient-rich products. Companies are likely to invest in product diversification and innovation, including new flavors and functional products, as well as deep-processing products like pistachio butter and oil [20].

Core Insights - BranchOut Food Inc. has achieved a significant national expansion, with its Brussels Sprout Crisps now available in 3,945 stores, nearly doubling its previous distribution [1][2] - The company is launching a new product, Cinnamon Sweet Potato Sticks, in 1,952 locations, which represents about 50% of the retailer's footprint [3] Company Performance - The Brussels Sprout Crisps have received an overwhelming consumer response since their launch, establishing themselves as a standout new item in the market [2] - The expansion of the product line and distribution reflects BranchOut's ability to innovate and meet rising consumer demand for healthier snack options [4] Technology and Innovation - BranchOut utilizes its proprietary GentleDry™ technology, which preserves up to 95% of the original nutrition of fresh produce, enhancing the quality and taste of its products [5] - The company has over 17 patents protecting its technology, positioning it as a trusted brand and supplier in the dehydrated snack market [5] Market Position - BranchOut is establishing itself as a preferred supplier for innovative dried fruit and vegetable-based snacks, particularly in light of recent tariffs on Chinese-sourced freeze-dried fruits [4]

Core Insights - RITZ brand is hosting the RITZ Salty Club Giveaway, providing fans a chance to win tickets to the sold-out residency "No Me Quiero Ir de Aquí" in Puerto Rico [2][5] - The initiative aims to modernize the brand's image and connect with consumers in innovative ways, as evidenced by its collaboration with cultural icon Bad Bunny [3][4] Company Overview - Mondelēz International, the parent company of RITZ, reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the global snacking market [8] - The company offers a diverse portfolio of iconic brands, including OREO, RITZ, and CADBURY, and is a member of major stock indices such as the S&P 500 and Nasdaq 100 [8] Event Details - The RITZ Salty Club experience will feature a salty-themed photo booth and exclusive merchandise, enhancing the concert experience for attendees [4] - Fans can enter the giveaway for a chance to win tickets for the residency dates on August 8 or 9, with 30 winners receiving pairs of tickets along with travel and accommodation covered by RITZ [5]

Core Insights - Wendy's has launched a limited-time collaboration with Takis, introducing the Takis Fuego Meal featuring a Takis Fuego Chicken Sandwich and Fuego Fries, available in U.S. restaurants from June 20 and in Canada from June 30 [1][2] Group 1: Product Details - The Takis Fuego Chicken Sandwich includes a Spicy Chicken filet topped with crushed Takis Fuego chips, Chili Lime Sauce, creamy corn spread, and cheddar cheese sauce, creating a spicy and savory flavor profile [2] - Fuego Fries are made from Wendy's classic Hot & Crispy Fries, tossed in a tangy chili lime seasoning, and served in a custom tear-away bag for easy access [2] - The Takis Fuego Meal also includes a bag of Takis Fuego chips, available only while supplies last [2][7] Group 2: Marketing and Promotion - Wendy's Chief Marketing Officer emphasized the collaboration as a way to engage consumers' passion for flavor, highlighting the partnership with Takis as a strategic move to enhance their menu offerings [3] - An in-app game called Spice Invasion will be available from June 20 to July 20, allowing users to earn points and win prizes, including a grand prize of $10,000 [3][8] - Takis' U.S. Senior Director of Marketing expressed excitement about the collaboration, aiming to deliver a unique and intense flavor experience for fans [4] Group 3: Company Background - Wendy's operates over 7,000 restaurants globally and is known for its commitment to fresh food and popular menu items like the Spicy Chicken Sandwich [5] - Takis is a leading brand under Barcel USA, part of Grupo Bimbo, which is recognized for its intense snack offerings and has a strong market presence in the U.S. [6]

Market Overview - Wall Street experienced a strong recovery in May, regaining most losses from early April due to tariff announcements by President Trump, but volatility persists as the impact of tariffs on the economy remains unclear [1][4][9] - The Federal Reserve has not indicated plans to resume rate cuts despite recent cooling inflation, contributing to market uncertainty [2][5] Economic Indicators - U.S. job growth slowed significantly in May, with nonfarm payrolls increasing by only 139,000 and private payrolls rising by just 37,000, raising concerns about the economy's health [6] Dividend-Paying Stocks - In light of ongoing market uncertainty, investing in dividend-paying stocks is recommended as they tend to be more stable and reliable during economic fluctuations [7] - Four notable dividend-paying stocks include: - **Casey's General Stores, Inc. (CASY)**: Operates 2,893 convenience stores across 17 states, with a dividend of $0.57 per share and a yield of 0.46% [8][10] - **Utz Brands, Inc. (UTZ)**: Manufactures a variety of salty snacks, declaring a dividend of $0.06 per share with a yield of 1.75% [11][12] - **Sun Communities, Inc. (SUI)**: Focuses on manufactured housing communities, announcing a dividend of $1.04 per share and a yield of 3.01% [13][14] - **EOG Resources, Inc. (EOG)**: Engaged in oil and natural gas exploration, with a dividend of $1.02 per share and a yield of 3.41% [15][16]

11 June 2025 | 12:11AM HKT China Consumer Staples: May Check In and Consumer Corp. Day Wrap: A bumpy road with policy swings, channel shift amid deflation We hosted multiple staple companies at our Consumer & Leisure Corporate Day and performed channel checks in the past weeks. We are seeing a bumpy road of demand recovery and still largely slow 2Q-to-date run-rates across staples sub-sectors, esp. for spirits, beer, and dairy. Recent policy tightening in alcohol consumption by government officers and civil ...