Core Insights - Once Upon a Farm PBC, co-founded by actress Jennifer Garner, experienced a 17% increase in its stock price during its trading debut, closing at $21.05 per share after raising $197.9 million in its initial public offering (IPO) [1][2] - The company achieved a market valuation of $847 million based on outstanding shares, with the IPO being oversubscribed by more than 12 times [2] Company Overview - Once Upon a Farm, based in Berkeley, California, specializes in organic kids' snacks, offering products such as no-sugar-added organic fruit and vegetable purees, bars, frozen meals, and smoothie packets [2] - The company was founded in 2015 by Cassandra Curtis and Ari Raz, with Jennifer Garner and former Annie's CEO John Foraker joining in 2017 [3] Financial Details - The IPO involved the sale of approximately 7.6 million shares, with an additional 3.4 million shares offered by selling holders, priced in the middle of the $17 to $19 range [2] - Garner has received $1 million in compensation and stock options as part of a deal from 2022, with future payments of $2 million in 2026 and 2027, and $3 million in 2028, along with a cash bonus tied to the IPO price [4] Role of Jennifer Garner - Garner plays a significant role in investor relations and company operations, emphasizing her involvement across various business aspects [5] - She has established meaningful relationships with retail partners, contributing to the company's marketing and supply chain efforts [6] IPO Timeline - The company filed for its IPO in September, but the listing was postponed until 2026 due to the longest-ever US government shutdown, which impacted the IPO process [6]

Group 1 - Benchmark upgraded Dave & Buster's Entertainment, Inc. (PLAY) from Hold to Buy with a price target of $30, citing a credible setup for positive same-store sales in Q1, marking the first inflection in approximately 13 quarters [2] - The upgrade is supported by improving food and beverage execution and increased traffic from the expanded Half Price Games promotion launched on January 4 [2] - Truist Securities analyst lowered the price target on PLAY to $18 from $23, maintaining a Hold rating, noting a mixed outlook for 2026 due to various economic factors [3] Group 2 - Dave & Buster's Entertainment, Inc. operates as a U.S. restaurant and entertainment company, combining full-service dining, bars, arcade games, and live sports viewing in its venues [4] - The company is recognized as one of the 12 Cheap Small-Cap Stocks to invest in before the next breakout, ranking fourth on the list [1]

Company Announcement - The Simply Good Foods Company announced the appointment of Joseph E. Scalzo as President and Chief Executive Officer, effective January 19, 2026 [1] - Mr. Scalzo was granted an option to purchase 2,000,000 shares of the Company's common stock at fair market value on the date of grant, with an 8-year term and a vesting schedule over three years [1][2] Stock Option Details - The stock option grant is an inducement material to Mr. Scalzo's employment, in compliance with Nasdaq Listing Rule 5635(c)(4) [2] Company Overview - The Simply Good Foods Company, headquartered in Denver, Colorado, focuses on consumer-packaged food and beverage products, aiming to innovate in nutritious snacking [3] - The company offers a variety of brands, including Quest™, Atkins™, and OWYN™, featuring high protein snacks, ready-to-drink shakes, and low sugar products [3] - The company is positioned as a leader in the nutritious snacking movement, with plans for organic growth and external investment opportunities [3]

Core Viewpoint - Robbins LLP has initiated a class action lawsuit on behalf of investors who purchased BellRing Brands, Inc. securities, alleging that the company misled investors regarding its sales performance during a specified period [1][2]. Group 1: Allegations and Misleading Information - The lawsuit claims that BellRing Brands did not disclose that its strong sales figures were due to customers accumulating excess inventory rather than increased consumer demand [2]. - It is alleged that once customers felt secure about product availability, they began to reduce their inventory, leading to a decline in new orders [2]. - The company later acknowledged that competitive pressures were significantly weakening demand for its products [2]. Group 2: Financial Performance and Market Reaction - On August 4, 2025, BellRing reported disappointing fiscal Q3 2025 results, narrowing its sales outlook for the fiscal year to a range of $2.28 billion to $2.32 billion [3]. - Following this announcement, BellRing's stock price fell by $17.46 per share, a decrease of nearly 33%, dropping from $53.64 to $36.18 per share [3]. Group 3: Class Action Participation - Shareholders interested in participating as lead plaintiffs in the class action must submit their papers by March 23, 2026 [4]. - Participation in the case is not required to be eligible for recovery, allowing shareholders to remain absent class members if they choose [4]. Group 4: Company Background - Robbins LLP has been recognized for its efforts in shareholder rights litigation, focusing on helping shareholders recover losses and improve corporate governance since 2002 [5].

Core Viewpoint - Simply Good Foods Company reported modestly better-than-expected financial performance for the first quarter of fiscal year 2026, reaffirming its full-year outlook and emphasizing its leadership in the nutritional snacking category, particularly with brands Quest and OWYN [2][3]. Financial Performance - Net sales for the first quarter were $340.2 million, a decrease of 0.3% compared to the same period last year, with Quest growing by 9.6% while Atkins and OWYN saw declines of 16.5% and 3.3% respectively [3][8]. - Gross profit was $109.9 million, down 15.8% year-over-year, with a gross margin of 32.3%, reflecting a 590 basis point decline due to elevated input costs [5][8]. - Operating expenses decreased by 4.7% to $72.3 million, with selling and marketing expenses down 10.1% [6][8]. - Net income was $25.3 million, a decrease of 33.7% from the previous year, with diluted earnings per share at $0.26 compared to $0.38 [7][9]. Market Trends and Brand Performance - Total retail takeaway for Simply Good Foods increased by approximately 1.8%, driven by Quest and OWYN's growth of 12.0% and 17.8% respectively, while Atkins declined by 19.3% [4]. - The company is focused on long-term growth, particularly for Quest and OWYN, and plans to increase marketing spending to support these brands [13][14]. Outlook and Strategic Initiatives - The company expects stronger performance in the second half of the fiscal year, with anticipated margin expansion and Adjusted EBITDA growth beginning in the third quarter [15][16]. - The company has increased its share repurchase program by $200 million, with approximately $224 million available under the revised program as of January 6, 2026 [12][11]. Balance Sheet and Cash Flow - As of the end of the first quarter, the company had cash of $194.1 million and a term loan balance of $400.0 million, resulting in a Net Debt to Adjusted EBITDA ratio of 0.8x [10][47]. - Cash flow from operations was approximately $50.1 million, an increase from $32.0 million in the comparable year-ago period, primarily due to improved working capital [10][36].

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Core Viewpoint - The Simply Good Foods Company will report its financial results for the first quarter of Fiscal Year 2026 on January 8, 2026, with a live conference call scheduled for the same day [1]. Group 1: Financial Reporting - The financial results announcement will be followed by a live conference call at 6:30 a.m. Mountain Time (8:30 a.m. Eastern Time) [1]. - The call will feature Geoff Tanner, President and CEO, and Chris Bealer, CFO [1]. Group 2: Participation Details - Investors can participate in the live call by dialing 877-407-0792 from the U.S. or 201-689-8263 from international locations [2]. - A live webcast and supplemental slide presentation will be available on the Company's website [2]. Group 3: Replay Information - A telephone replay of the call will be available approximately two hours after the conclusion and will remain accessible until January 15, 2026 [3]. - The replay can be accessed by dialing 844-512-2921 from the U.S. or 412-317-6671 from international locations, using confirmation code 13757298 [3]. Group 4: Company Overview - The Simply Good Foods Company is a consumer-packaged food and beverage company based in Denver, Colorado, focusing on nutritional snacking [4]. - The company offers a variety of products under trusted brands such as Quest™, Atkins™, and OWYN™, including high protein snacks and low sugar options [4]. - The company aims to expand its healthy lifestyle platform through innovation-driven organic growth and external investment opportunities [4].

Company Overview - BellRing Brands is a convenient nutrition company that specializes in ready-to-drink shakes, powders, and bars under its Premier Protein and Dymatize brands [2]. Conference Context - The presentation is part of Morgan Stanley's Global Consumer and Retail Conference, featuring key executives from BellRing Brands, including the President and CEO, Darcy Davenport, and CFO, Paul Rode [2].

Core Insights - The company reported a 59% increase in diluted earnings per share (EPS) to $1.59, driven by higher net sales and operational efficiencies [1][2][7] Financial Performance - Net sales for the first quarter of fiscal 2026 rose by $22.5 million, or 8.1%, reaching $298.7 million, primarily due to an 8.9% increase in the weighted average selling price per pound [3][7] - Gross profit increased by $7.6 million to $54.1 million, with the gross profit margin improving to 18.1% from 16.9% in the prior year [7][8] - Total operating expenses decreased by $2.5 million, resulting in a reduction of operating expenses as a percentage of net sales to 9.1% from 10.7% [9] Sales Volume Analysis - Sales volume in the consumer distribution channel decreased by 5.1%, mainly due to a 3.2% reduction in private brand sales volume [4] - The commercial ingredients distribution channel saw a 12.8% increase in sales volume, driven by new business and higher peanut butter volume [5] - The contract manufacturing distribution channel experienced an 18.4% increase in sales volume, attributed to increased granola and snack nut sales [6] Inventory and Costs - Total inventories increased by $40.2 million, or 20.6%, due to higher commodity acquisition costs and greater quantities of finished goods [10] - The weighted average cost per pound of raw nut and dried fruit input stock rose by 24.8% year over year [10] Strategic Outlook - The company aims to maintain momentum by focusing on growing sales volume, delivering customer value, and improving profitability [11]

Core Insights - Simply Good Foods Company will report its financial results for Q4 and Fiscal Year 2025 on October 23, 2025, with a live conference call scheduled for 6:30 a.m. Mountain Time [1] - The call will feature Geoff Tanner, President and CEO, and Chris Bealer, CFO [1] Company Overview - Simply Good Foods Company, headquartered in Denver, Colorado, is a leader in the Nutritional Snacking category, offering a range of products including high protein chips, bars, ready-to-drink shakes, and low sugar sweets [4] - The company aims to expand its healthy lifestyle platform through innovation-driven organic growth and external investment opportunities [4]