Core Insights - Conagra Brands, Inc. (CAG) reported fourth-quarter fiscal 2025 results with both net sales and earnings falling short of the Zacks Consensus Estimate, experiencing year-over-year declines [1][11] Financial Performance - Adjusted earnings per share (EPS) were 56 cents, missing the estimate of 59 cents, and reflecting an 8.2% decline year over year [3][11] - Net sales totaled $2,781.8 million, down 4.3% year over year, also missing the estimate of $2,844 million, attributed to a decrease in organic net sales, adverse currency movements, and M&A impacts [3][11] - Organic net sales decreased by 3.5% year over year, driven by a 1% negative impact from price/mix and a 2.5% decline in volume due to softer consumption trends [4][11] - Adjusted gross profit fell 10.7% to $717 million, with adjusted gross margin contracting 184 basis points to 25.8% [5][11] - Adjusted EBITDA was $544 million, down 5.7% year over year [6] Segment Performance - Grocery & Snacks segment net sales were $1,150.2 million, down 2.1% year over year, with organic sales declining 3.3% [7] - Refrigerated & Frozen segment net sales decreased 4.4% year over year to $1,121.8 million, slightly beating estimates [8] - International segment net sales fell 13.8% year over year to $230.1 million, with organic sales increasing by 0.8% [9] - Foodservice segment reported sales of $279.7 million, down 4% year over year, but above estimates [10] Future Outlook - For fiscal 2026, Conagra expects organic net sales growth between -1% and 1%, with adjusted EPS forecasted between $1.70 and $1.85, down from $2.30 in fiscal 2025 [11][14] - The company plans to focus on snacks and frozen foods, supply-chain resilience, and cost discipline to drive sustainable growth [2][14] - Capital expenditures are projected to be around $450 million for fiscal 2026 [14] Financial Health - Conagra ended the quarter with cash and cash equivalents of $68 million and long-term debt of $6,234.1 million [12] - The company generated $1,691.9 million in net cash flows from operating activities, with free cash flow amounting to $1,302.6 million [12] - A quarterly dividend of 35 cents per share was declared, reflecting an annualized dividend of $1.40 [13]

ENGLEWOOD, Colo., June 11, 2025 /PRNewswire/ -- Red Robin Gourmet Burgers, Inc. (NASDAQ: RRGB) ("Red Robin" or the "Company"), a full-service restaurant chain serving an innovative selection of high-quality gourmet burgers in a family-friendly atmosphere, today announced that it will host meetings with institutional investors at the 15th Annual Jefferies Consumer Conference on June 17-18, 2025 in Nantucket, MA.About Red Robin Gourmet Burgers, Inc. (NASDAQ: RRGB)Red Robin Gourmet Burgers, Inc. (www.redrobin. ...

Core Insights - Frozen foods are experiencing rapid growth due to convenience, durability, and healthier options, with Nomad Foods Limited (NOMD) leading the savory frozen food market [1][2] - The company is focused on acquiring a leadership position in the frozen food sector through product launches, market expansion, sustainability efforts, and strategic acquisitions [2][3] Company Strategy - Innovation is central to NOMD's strategy, enhancing its product offerings and market presence through acquisitions like Fortenova Group's Frozen Food Business Group, Findus Switzerland, Goodfella's, and Aunt Bessie's Limited [3][10] - The management highlighted that the frozen food category has outpaced the overall food industry by nearly one percentage point over the last decade, driven by trends in convenience, sustainability, value, and taste [4] Market Position and Competition - NOMD is strategically positioned to leverage evolving market trends and meet consumers' nutritional needs, with major competitors including Conagra Brands, Inc. and Tyson Foods, Inc. [5][6] - Conagra reported net sales of $1.1 billion in its Refrigerated & Frozen segment for the third quarter of fiscal 2025, emphasizing innovation and supply-chain modernization [7] - Tyson Foods' Prepared Foods segment generated $2.4 billion in sales in the second quarter of fiscal 2025, focusing on a broad range of frozen and refrigerated products [8] Financial Performance - NOMD's shares have increased by 5.5% year-to-date, outperforming the industry's decline of 2.2% [9] - The company trades at a forward price-to-earnings ratio of 8.11X, significantly lower than the industry average of 15.98X [11] - The Zacks Consensus Estimate indicates year-over-year EPS growth of 7.3% for 2025 and 8.7% for 2026, although estimates have been revised downward in the past 30 days [12]

Company Expansion - Fazoli's has opened its first international location in Calgary, Canada, marking a significant milestone in its expansion strategy [1] - The company plans to open a total of 25 units across Canada over the next nine years in partnership with Briwin Restaurants Inc. [1][2] Growth and Market Potential - Fazoli's has experienced strong domestic growth for over 35 years and is optimistic about its new global chapter [2] - Briwin Restaurants Inc., the partner for the Canadian expansion, has a successful track record as a multi-unit Fatburger franchisee, indicating strong potential for Fazoli's in the Canadian market [2] Company Overview - Founded in 1988, Fazoli's is the largest QSR Italian chain in America, operating approximately 200 restaurants in 26 states [5] - The chain is known for its quality Italian food offerings, including freshly prepared pasta, sub sandwiches, salads, pizza, and unlimited signature breadsticks [5] Parent Company Information - FAT Brands is a leading global franchising company that owns 18 restaurant brands and operates over 2,300 units worldwide [4] - The company focuses on acquiring, marketing, and developing various dining concepts, including fast casual and quick-service restaurants [4]

Company Overview - Red Robin Gourmet Burgers, Inc. is a casual dining restaurant chain founded in 1969, operating under the trade name Red Robin Gourmet Burgers and Brews [4] - The company serves a variety of gourmet burgers, salads, appetizers, entrees, desserts, signature beverages, and Donatos® pizza at select locations [4] - Red Robin operates nearly 500 locations in the United States and Canada, including those under franchise agreements [4] Financial Results Announcement - The company will release its financial results for the fiscal first quarter of 2025 on May 29, 2025, after market close [1] - A conference call to discuss these results is scheduled for 4:30 p.m. ET on the same day [1] Conference Call Details - The conference call can be accessed live by dialing 201-689-8560 or through the Call Me™ feature [2] - A replay of the conference call will be available approximately two hours after its conclusion, accessible by dialing 412-317-6671 with the conference ID 13753452, available until June 5, 2025 [2] - The call will also be webcast live and archived on the company's Investor Relations website [3]