MONTRÉAL, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Saputo will release its fiscal 2026 second quarter results on Thursday, November 6, 2025. A press release will be issued after markets close and a conference call is scheduled on Friday, November 7, 2025, at 8:30 a.m. (Eastern Time) to discuss the Company’s results. The speakers will be Mr. Carl Colizza, President and CEO, and Mr. Maxime Therrien, CFO and Secretary. To participate: Webcast: A live webcast of the event can be accessed using this link.Presentation s ...

Group 1 - The Kraft Heinz Company (KHC) is recognized as one of the 10 highest dividend-paying stocks in the S&P 500, appealing to income investors seeking strong yields [1][2] - The company has a diverse product range, including cheese, sauces, lunch meats, and convenience food, and is known for its well-established brands [2] - Kraft Heinz is focusing on market segmentation and global presence through region-specific strategies while managing expenses related to raw materials and supply chains to protect margins [3] Group 2 - The company has a consistent history of paying dividends, currently offering a quarterly dividend of $0.40 per share, resulting in a dividend yield of 6.14% as of September 27 [4]

Group 1 - The Kraft Heinz Company (KHC) is recognized as one of the 13 incredibly cheap dividend stocks to invest in, highlighting its attractiveness for income-focused investors [1] - KHC is a global producer and distributor of food and beverages, with a diverse product range including cheese, sauces, cold cuts, and ready-to-eat meals, featuring well-known brands and private-label offerings [2] - The company has prioritized three main strategies: expanding in emerging markets, managing raw material and packaging costs, and enhancing brand strength through its trademark portfolio, which relies on effective marketing and supply chain operations [3] Group 2 - KHC offers a quarterly dividend of $0.40 per share, resulting in a dividend yield of 6.06% as of September 19, making it one of the best dividend stocks available [4]

Mengniu Dairy (2319.HK) Conference Call Summary Company Overview - **Company**: Mengniu Dairy - **Ticker**: 2319.HK - **Market Cap**: HK$59.5 billion / $7.6 billion - **Enterprise Value**: HK$79.5 billion / $10.2 billion - **Industry**: China Consumer Staples Key Takeaways from the Conference Call Sales and Revenue Guidance - Management guided for a mid-single-digit to high-single-digit percentage decline in top line for FY25, with liquid milk expected to decline slightly, narrowing from a -11% decline in 1H25 to a better performance in 2H25 [1] - The company remains cautious about gifting demand trends for the Mid-Autumn Festival in Q3 and for Q4 due to a later Chinese New Year [1] 2B Business Highlights - Mengniu expects its 2B overall sales to reach approximately Rmb10 billion in 2025, with a double-digit percentage year-on-year growth rate [1] - Breakdown of the Rmb10 billion sales target: 60% from liquid milk (mainly from coffee/tea chained stores and food service) and 40% from solid milk (driven by sales from Australian plants and Milkground cheese) [1] - Gross Profit Margin (GPM) for 2B business is expected to be lower than 2C, but Operating Profit Margin (OPM) remains healthy, particularly for the 2B liquid milk business, which can achieve around 5% Net Profit Margin (NPM) [1] Long-term Margin Opportunities - Management anticipates cheese sales to exceed Rmb5 billion, with Rmb2.3 billion achieved in 1H25, and ice cream sales to reach approximately Rmb6 billion, with Rmb3.9 billion in 1H25 [1] - Southeast Asia's EBITDA margin doubled last year with sales up by double digits, and NPM is nearing group-level [1] - Positive growth is expected to resume in the infant formula segment, contributing to long-term margin expansion from non-liquid milk business [1] Supply and Demand Dynamics - The winter season will be critical for observing supply/demand dynamics, with management noting a prolonged downcycle in 2025 YTD, showing a high-single-digit percentage year-on-year decline in demand for liquid milk [1] - Supply side is expected to cut by a low-single-digit percentage into Q3, with large-scale dairy farms reluctant to reduce herd size [1] - Potential supply/demand re-balancing opportunity is anticipated into mid-2026, with smaller dairy farms expected to exit the market [1] One-off Items and Losses - The company noted a significant narrowing of losses in the dry powder resale unit, expecting a 40-50% reduction in these losses [1] - Associate losses from Modern Dairy are expected to be smaller in 2H25 compared to 1H25, despite ongoing impairments from herd size cuts [1] - A one-off disposal gain from the sale of a New Zealand factory is anticipated to be less than Rmb100 million in 2H25 [1] Financial Projections - **Revenue Forecasts**: - FY24: Rmb88,674.8 million - FY25E: Rmb82,590.5 million - FY26E: Rmb86,527.8 million - FY27E: Rmb90,594.7 million [3] - **EBITDA Forecasts**: - FY24: Rmb4,578.4 million - FY25E: Rmb8,992.1 million - FY26E: Rmb10,393.5 million - FY27E: Rmb11,266.0 million [3] - **EPS Forecasts**: - FY24: Rmb0.03 - FY25E: Rmb1.00 - FY26E: Rmb1.37 - FY27E: Rmb1.60 [3] Risks and Considerations - Key downside risks include slower-than-expected premium demand, slower recovery in dairy demand, increased competition in the dairy industry, and wider losses in new categories [27] Conclusion Mengniu Dairy is navigating a challenging market environment with cautious revenue projections for FY25, while focusing on growth in its 2B business and long-term margin opportunities. The company is also addressing supply/demand dynamics and potential losses in specific segments, indicating a strategic approach to stabilize and grow its business in the coming years.

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I would really appreciate a massive tub of butter or cheese in this very moment.Thank you ...

Group 1 - Saputo Inc. announced the election of its board of directors at the annual meeting of shareholders held on August 8, 2025 [1] - The nominees received significant support, with voting results showing high percentages of approval, such as Victor L. Crawford receiving 99.94% of votes in favor [2] - The company is recognized as one of the top ten dairy processors globally, producing a wide range of dairy products including cheese, fluid milk, and dairy alternatives [3] Group 2 - Saputo is a leading cheese manufacturer in Canada and ranks among the top three cheese producers in the USA [3] - The company operates in multiple countries, including Australia, Argentina, and the United Kingdom, where it holds leading positions in dairy processing [3] - Saputo's products are marketed under both market-leading brands and private label brands, indicating a strong presence in the dairy market [3]

Group 1 - Saputo Inc. will hold its Annual Meeting of Shareholders on August 8, 2025, at 10:30 a.m. (Eastern Time) in a hybrid format, both in-person and via live webcast [1] - The company will release its fiscal 2026 first quarter results on August 7, 2025, with a press release issued after market close and a conference call scheduled for August 8, 2025, at 8:30 a.m. (Eastern Time) [2] - The conference call will feature Mr. Carl Colizza, President and CEO, and Mr. Maxime Therrien, CFO and Secretary [2] Group 2 - Saputo is one of the top ten dairy processors globally, producing a wide range of dairy products including cheese, fluid milk, and dairy ingredients [5] - The company is a leading cheese manufacturer in Canada, a top dairy processor in Australia, and the leading dairy processor in Argentina [5] - In the USA, Saputo ranks among the top three cheese producers and is a significant producer of extended shelf-life and cultured dairy products [5] - In the UK, Saputo is the leading manufacturer of branded cheese and dairy spreads [5] - The company also produces and distributes dairy alternative products and operates under market-leading and private label brands [5]

Investment Rating - The report assigns a "Buy" rating to Feihe, Yili, and Mengniu, indicating a positive outlook for these companies in light of the new child-raising subsidies [10][26]. Core Insights - The Chinese government is planning to implement nationwide child-raising subsidies of Rmb3,600 per year for each child under three years old, which is expected to significantly impact disposable income and support the fertility rate recovery [1][2][3]. - The total potential government spending on these subsidies is estimated to be around Rmb100 billion in 2025, based on a forecast of 9.3 million new births [1]. - The subsidies are expected to account for approximately 9% of the per capita disposable income, which is projected to be Rmb41,000 in 2024 [1]. Summary by Sections Government Policy - The nationwide child-raising subsidy will be effective from January 1, 2025, and will cover all eligible children, including first-borns [1][2]. - The policy includes supportive measures such as tax exemptions for the subsidies and the establishment of a grant fund to assist regional governments [1]. Demographic Impact - The report suggests that the subsidies could help recover the fertility rate, particularly among mothers aged 20-24 and 30-44, who have seen declines in birth rates compared to pre-COVID levels [3][9]. - The age group of 0-4 is expected to see a sequential narrowing of declines, returning to positive growth by 2033 [13]. Company Implications - Companies like Feihe, Yili, and Mengniu are likely to benefit directly from the subsidies, as they have significant exposure to the milk powder and dairy markets [10][17]. - Yili and Feihe have the highest exposure to milk powder sales, with 24% and 92% of their 2024 sales, respectively, being related to children's consumption [10][17].