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Shock Top and Auntie Anne's® Make It Official - Beer Kneads Pretzels
Globenewswire· 2025-09-03 11:30
ATLANTA, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Shock Top, a craft beer icon and brand by Tilray Brands, Inc. company (NASDAQ: TLRY and TSX: TLRY), known for its bold flavors and unfiltered wheat ales, and the world’s largest hand-rolled soft pretzel franchise, Auntie Anne's®, are teaming up this fall to celebrate one fundamental truth: Beer Kneads Pretzels. A timeless pairing brought to life by an exclusive sweepstakes, promotional discounts, limited-edition merchandise, and a multi-faceted social media campai ...
PRINGLES® IS BRINGING BOLD NEW FLAVORS TO THE SNACK AISLE WITH SIX SMOKY, SALTY AND SWEET INNOVATIONS
Prnewswire· 2025-08-25 12:00
Introducing New Pringles Smoky lineup, Pringles Sharp White Cheddar, Pringles Mingles Cinnamon & Sugar and Jalapeño & Queso, plus a unique opportunity to give one flavor a first tryKEY POINTS: Pringles is bringing six bold new flavors to the snack aisle including: Three new flavors from a new Pringles Smoky collection, Pringles Sharp White Cheddar, Pringles Mingles Cinnamon & Sugar and Pringles Mingles Jalapeño & Queso. To celebrate, Pringles is teaming up with Chef Calvin Eng and his restaurant Bonnie's to ...
零食带货视频,针对大馋丫头的一场“资本做局”
3 6 Ke· 2025-08-21 09:10
零食瘾,当代年轻人中的常见病症。出门一趟没人能三过赵一鸣而不入,哪怕忍住没进第一家,也总会被吸进一家好想来或者零食很忙。 一日三餐只是年轻人日常生活的基础配置,正餐之外的零食消费,才是恩格尔系数居高下的主战场。 无法忽视的是,大众对零食的需求永远强烈旺盛。 据快消品网统计,近年来,中国休闲零食市场展现出强劲的发展活力,行业规模稳步上扬,预计到2027年将达到12378亿元。 纵使每个年龄阶段的消费需求不同,但在零食层面总是恒定的,区别之在于小时候喜欢辣条,上学时喜欢薯片,长大喜欢坚果。唯一不变的可能只是过去 觉得来伊份很贵,上班挣钱以后再进来伊份感觉依旧轻奢。 网购蓬勃发展后,大家开始对于零食有了更多新选择。从线下的连锁零食店到线上的带货视频、直播间,零食从未像今天这样,成为年轻人消费生活的主 角。 但这场围绕解馋的狂欢里,同样藏着一场针对年轻人的精密算计。 氛围,促动消费者下单的利器和元凶 当大众把视线从线下货架转移到手机屏幕内,就能发现一个更加喧嚣、更具迷惑性的世界——滤镜、调色、主播的咀嚼和吞咽声都能在一定程度促动销 量,大馋丫头这下是真被资本做局了。 年轻人版舌尖上的陷阱 有常年零食购买经验的人都能理 ...
Dippin' Dots now available at Urban Air Adventure Parks nationwide
Prnewswire· 2025-08-19 14:00
Two leaders in family entertainment partner for exclusive in-park experience PADUCAH, Ky., Aug. 19, 2025 /PRNewswire/ -- Fun just got cooler. Dippin' Dots, the original beaded ice cream, today announced it is the exclusive frozen treat provider at Urban Air Adventure Park, the nation's leading indoor adventure destination for families. The new collaboration brings Dippin' Dots to all participating Urban Air locations nationwide, introducing a fan-favorite treat to the experience families already know and lo ...
Pepsi vs. Coke: Which Soda Stock Fizzes With Value?
The Motley Fool· 2025-08-12 09:04
The two seemingly similar companies actually couldn't be any more different. And right now, that goes double for their stocks. Is this disparity an omen or an opportunity? For a long while, it was the former. As time has marched on and the underpinnings of their respective performances have evolved, however, it's now become the latter. Comparing and contrasting Coca-Cola and PepsiCo They may both be in the beverage business, but they're not the same. Coca-Cola, for instance, is only in the drinks market. It ...
Tilray Brands Launches The Humble Seed Whole Wheat Protein Crackers at Whole Foods Market
Globenewswire· 2025-08-07 11:00
The Humble Seed Introduces the Ultimate Protein Snack and Better-for-You Crackers with 5g of Superseed Protein NEW YORK and WINNIPEG, Manitoba, Aug. 07, 2025 (GLOBE NEWSWIRE) -- The Humble Seed, a better- for-you snack brand from Tilray Wellness a subsidiary of Tilray Brands, Inc. ("Tilray") (NASDAQ: TLRY; TSX: TLRY), today announced the launch of its new Whole Wheat Protein Crackers, featuring 5g of plant- based protein per serving. Available in three crave-worthy flavors—Sea Salt, Garlic Herb, and Rosemar ...
J & J Snack Foods(JJSF) - 2025 Q3 - Earnings Call Transcript
2025-08-05 15:02
Financial Data and Key Metrics Changes - Net sales grew 3.3% to a record $454.3 million while adjusted EBITDA increased 1.6% to a record $72 million and adjusted EPS was $2 per share compared to $1.98 last year [6][20] - Gross margin was 33%, reflecting a seasonal mix shift towards higher margin products and progress on pricing initiatives [6][25] - Cost of goods sold increased 4.1% to $304.2 million, with ingredient costs rising, particularly for chocolate [21] Business Line Data and Key Metrics Changes - Food service segment sales increased 4.8%, driven by price increases and volume growth in pretzels, with pretzel sales up 12.8% [9] - Retail segment sales decreased by 7.1%, primarily due to a decline in frozen novelty and handheld sales [11] - Frozen beverage segment sales increased by 6.1%, with higher machine revenue offsetting a modest decline in beverage volume [13] Market Data and Key Metrics Changes - Box office sales during the quarter increased 37% year-over-year, driven by the success of the Minecraft movie [7] - Beverage sales were negatively impacted by foreign exchange headwinds, which affected total frozen beverage segment sales by approximately 270 basis points [13][20] Company Strategy and Development Direction - The company is focused on targeted pricing actions, cost reduction initiatives, and consumer-led innovation across its portfolio [19] - Plans to innovate around better-for-you products to appeal to health-conscious consumers, including high protein and whole grain pretzels [18] - A transformation program is in development to drive enterprise-wide cost savings and efficiencies while modernizing financial systems [18] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the consumer backdrop, tariff-related risks, and projections for box office sales in Q4 [18] - The company is optimistic about growth prospects, including potential permanent menu placements with major QSR customers [10][17] - Management expressed confidence in the ability to drive sustainable growth and deliver long-term value for customers and shareholders [19] Other Important Information - The quarter included a non-recurring gain of $10.6 million from insurance proceeds related to last year's plant fire and a $1.5 million brand impairment charge [20] - The company has approximately $77 million in cash and no long-term debt, with $213 million of borrowing capacity under its revolving credit agreement [26] Q&A Session Summary Question: Retail segment promotional activity pullback - Management acknowledged insufficient promotional depth in the retail segment and plans to correct this in the future [28] Question: Handheld capacity outsourcing plans - Management confirmed that capacity from a shut-down plant has been successfully shifted to another facility, which can now produce more than before [30] Question: Marketing and distribution cost structure - Management noted that marketing expenses increased due to summer promotions, while distribution costs improved through freight optimization and lower fuel expenses [34]
J & J Snack Foods(JJSF) - 2025 Q3 - Earnings Call Transcript
2025-08-05 15:00
Financial Data and Key Metrics Changes - Net sales grew 3.3% to a record $454.3 million, while adjusted EBITDA increased 1.6% to a record $72 million, and adjusted EPS was $2 per share compared to $1.98 last year [6][21] - Gross margin was 33%, reflecting a seasonal mix shift towards higher margin products and progress on pricing initiatives [6][21] Business Line Data and Key Metrics Changes - Food service segment sales increased 4.8%, driven by price increases and volume growth in pretzels, with pretzel sales up 12.8% [9][21] - Retail segment sales decreased by 7.1%, primarily due to a decline in frozen novelty and handheld sales, although Dogsters and Dipping Dots Sundays continued to grow [11][21] - Frozen beverage segment sales increased by 6.1%, with a modest decline in beverage volume offset by higher machine revenue [13][21] Market Data and Key Metrics Changes - Box office sales increased 37% year-over-year, driven by the success of the Minecraft movie, which helped to compensate for sluggish performance in other channels [7][21] - Beverage sales were negatively impacted by foreign exchange headwinds, which affected total frozen beverage segment sales by approximately 270 basis points [13][21] Company Strategy and Development Direction - The company is focused on targeted pricing actions, cost reduction initiatives, and consumer-led innovation across its portfolio to address near-term challenges [19][20] - Plans to innovate around better-for-you products and eliminate certain artificial ingredients from products served in schools by 2026 [18][21] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the consumer backdrop, tariff-related risks, and projections for box office sales to be down in Q4 [19][20] - The company is optimistic about growth prospects, including potential permanent menu placements with major QSR customers [10][16] Other Important Information - The quarter included a non-recurring gain of $10.6 million from insurance proceeds related to last year's plant fire and a $1.5 million brand impairment charge [21] - The balance sheet remains strong with approximately $77 million in cash and no long-term debt [26] Q&A Session Summary Question: Retail segment promotional activity pullback - Management acknowledged insufficient promotional depth in the retail segment and plans to correct this in the future [30] Question: Handheld capacity outsourcing plans - Management confirmed that capacity from a shut-down plant has been successfully shifted to another facility, which can now produce more than before [31][33] Question: Cost structure around marketing and distribution - Marketing expenses increased due to summer promotions, while distribution costs improved through freight optimization and lower fuel expenses [37][39] Question: Handhelds volume expectations for fiscal 2026 - Management expects a 10% lift in handhelds next year, with capacity in one plant rising about 37% [46] Question: Materiality of new programs with QSR chains - Management indicated that tests with churros and frozen beverages could have a meaningful impact on sales for 2026, with positive indications from ongoing tests [48][49]
J & J Snack Foods Reports Fiscal 2025 Third Quarter Results
Globenewswire· 2025-08-05 11:00
MOUNT LAUREL, N.J., Aug. 05, 2025 (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (NASDAQ: JJSF) (the "Company") today reported financial results for the third quarter ended June 28, 2025. | | | Third Quarter | | | --- | --- | --- | --- | | | Actuals | $ vs. LY | % vs. LY | | Net Sales | $454.3M | $14.3M | 3% | | Gross Profit | $150.0M | $2.3M | 2% | | Operating Income | $60.6M | $10.5M | 21% | | Net Earnings | $44.2M | $7.9M | 22% | | Earnings per Diluted Share | $2.26 | $0.39 | 21% | | Adjusted Operating Inco ...
Utz Brands(UTZ) - 2025 Q2 - Earnings Call Transcript
2025-07-31 14:30
Financial Data and Key Metrics Changes - EBITDA was roughly flat in the first half of the year, with a projected growth of 8.5% for the full year, implying high teens growth in the second half [6][19] - EPS guidance was revised from 10-15% growth to 7-10% growth, with a midpoint impact of about 3 cents due to increased interest expense and accelerated depreciation [19][20] Business Line Data and Key Metrics Changes - Significant growth was observed in potato chips, while tortilla chips and pretzels were below trend, with specific brands performing variably [23][26] - Boulder Canyon brand is expected to continue strong growth, with distribution gains across both core and expansion markets [71][72] Market Data and Key Metrics Changes - Distribution gains were noted across all 30 expansion geographies, with strong retailer support from national chains [33][34] - The convenience store channel is showing improvement, with expectations to reach flattish performance by year-end [65] Company Strategy and Development Direction - The company is focused on westward expansion and infrastructure investments to support distribution gains [11][35] - Marketing strategies include increased spending in retail media and social media to support geographic expansion and brand introduction [91][92] Management's Comments on Operating Environment and Future Outlook - Management remains confident in achieving productivity savings and margin expansion, with a positive outlook for the second half of the year [9][56] - The company believes the category will continue to grow, driven by household penetration and repeat purchases [107][109] Other Important Information - The company is nearing the end of its manufacturing optimization efforts, with significant productivity improvements already realized [85][87] - CapEx spending is expected to peak in 2025, with a focus on automation and efficiency improvements [21][88] Q&A Session Summary Question: What gives confidence in the EBITDA growth outlook despite flat performance in the first half? - Management cited investments in infrastructure and productivity savings as key drivers for expected growth in the second half [7][9] Question: Can you clarify the changes in EPS guidance? - EPS growth was revised down due to increased interest expenses and accelerated depreciation from higher CapEx spending [19][20] Question: What is driving the strong top-line results? - The company attributed growth to distribution gains, improved volume and value share in core markets, and investments in westward expansion [10][11] Question: How is the company addressing the performance of tortilla chips and pretzels? - Management noted that tortilla chips faced promotional overlaps, while pretzel performance varied by brand, with some brands performing well [26][27] Question: What is the outlook for the convenience store channel? - The company expects the convenience store channel to improve and reach flattish performance by year-end, supported by better product assortment [65] Question: How is the company managing supply chain and manufacturing efficiency? - The company has made significant strides in optimizing manufacturing and is now focusing on automation and efficiency improvements [85][87] Question: What is the long-term outlook for category growth? - Management remains bullish on long-term category growth, citing strong household penetration and repeat purchases as positive indicators [107][109] Question: How is the company addressing consumer interest in protein products? - The company is exploring opportunities in the protein segment while ensuring that products meet consumer taste preferences [111][112]