Joining us now is Magnum CEO Peter Dulov. >> Thank you very much for joining us, Peter. Peter the ice cream guy is here.Um, so, so why why is this spin-off happening now. >> Uh, focus. Uh, Unilver needed to focus on this category and we needed real focus on ice cream.I now have 19,000 people who go to bed thinking about ice cream, who get up thinking about ice cream and we're able to infest behind a gross opportunity. and we don't have to balance that between all kinds of different categories in unilver but ...

Image Generation - The document describes an image generated using Grok Imagine [1] - The image depicts a giant vanilla ice cream cone at a spa [1] - The ice cream cone is lounging in a spa chair with a lavender-scented towel [1] - It has cucumber slices on top like eyes and is slightly melting under warm light [1] - The image is described as photorealistic [1]

Beautiful you are. You're so sexy. Lulu makes all their ice cream inhouse.This allowed them to get creative with flavors inspired by eras like 1989, Fearless, and Evermore. It's so good. It's so good.Owner Laura Max said she's a pretty big Taylor Swift fan. She says she likes the way Swift brings people together, and that's what inspired her to create the new flavors. I decided that with her new release, I'm so excited about it and waiting around for it to drop.I needed something to keep that energy going. ...

Core Viewpoint - Oatly Group AB, the world's largest oat drink company, is set to report its third-quarter financial results on October 29, 2025, before the U.S. market opens [1]. Company Overview - Oatly has been focused on oat-based products for over 30 years, developing expertise that has led to advancements in a variety of dairy alternatives, including milk, ice cream, yogurt, cooking creams, spreads, and on-the-go drinks [3]. - The company is headquartered in Malmö, Sweden, and its products are available in more than 50 countries globally [3]. Upcoming Events - A conference call and live webcast will be held on October 29, 2025, at 8:00 a.m. ET to discuss the financial results [1][2]. - The webcast will be archived for 30 days for later access [2].

Summary of Yili Industrial NDR Feedback Company Overview - **Company**: Yili Industrial (600887.SS) - **Industry**: China/Hong Kong Consumer - **Market Cap**: Rmb167,070 million - **Stock Rating**: Overweight - **Price Target**: Rmb35.00, representing a 28% upside from the closing price of Rmb27.26 on September 26, 2025 Key Industry Insights - **Raw Milk Supply/Demand Dynamics**: - Management indicated a sequential drop in cow herds and a rebound in non-contractual raw milk prices, expecting a supply/demand balance by 2026 [2][9] - **Product Category Strategy**: - Focus on liquid milk recovery, with a target of low to mid-single digit growth post-2026 [10] - Anticipation of higher growth in other dairy segments, leading to a gradual decline in liquid milk's contribution to total sales [2][9] - Plans to enhance the product portfolio mix and incubate new segments for long-term growth [9] Financial Projections - **Revenue Growth**: - Projected net revenue for fiscal years ending December 2024 to 2027: Rmb114,121 million, Rmb117,704 million, Rmb122,646 million, and Rmb129,510 million respectively [6] - **Earnings Per Share (EPS)**: - Expected EPS growth from Rmb1.32 in 2024 to Rmb2.24 in 2027 [6] - **Capital Expenditure**: - Estimated at Rmb3-4 billion per annum in the near term [10] Strategic Focus Areas - **Market Share Goals**: - Aim to secure the 1 market share for the Yili brand by 2027 [10] - **Dividend Policy**: - Commitment to maintain a dividend payout of no less than 70% and consider share buybacks [10] Risks and Considerations - **Upside Risks**: - Faster-than-expected demand recovery and better margin expansion due to rational marketing investments [13] - **Downside Risks**: - Potential for slower dairy demand growth and prolonged raw milk oversupply, which could necessitate continued promotional investments [13] Additional Insights - **Stimulus Policies**: - Management anticipates more rounds of subsidies to boost birth rates in 2026, which could positively impact raw milk supply [3] - **Long-term Growth Segments**: - Focus on deep-processing, overseas markets, and adult milk powder as part of the growth strategy [9] This summary encapsulates the key points from the Yili Industrial NDR feedback, highlighting the company's strategic direction, financial outlook, and industry dynamics.

Group 1 - Chapman's, a Canadian ice cream manufacturer, will invest over C$200 million (approximately $144.64 million) to expand its operations in Markdale, Ontario, including a new 175,000-square-foot production facility [1][2] - The initial phase of the new plant will feature three production lines, with operations expected to commence in mid-2026, and an additional three lines planned for installation in 2027 [2] - The expansion is projected to create 200 new full-time jobs and is supported by a loan of up to C$27 million from the Invest Ontario Fund [2][3] Group 2 - The expansion is seen as critical for Chapman's to strengthen its competitive position against increasing competition from multinationals [2] - The new facility will introduce products that have "never before sold in Canada," aiming to enhance Chapman's export business to meet growing international demand [4] - Chapman's offers a diverse range of over 200 products, including ice cream, frozen yogurt, sorbet, and various single-serve novelties [3]

Company News - Ben & Jerry's co-founder Jerry Greenfield announced his exit from the ice cream maker [1] - Greenfield alleges Unilever has taken away the company's independence and "silenced" its social activism [1]

Ben & Jerry's co-founder Jerry Greenfield is quitting the company after nearly 50 years ahead of parent company Unilver spin-off of its ice cream business. In post on Instagram and X, Greenfield says he's leaving the brand because it no longer stands behind social justice issues that were core to its business. Ben & Jerry's has had several disputes with Unilver since it was bought in 2000, especially regarding stances on Israel, the West Bank, and Gaza.A spokesman for the ice cream business saying in a stat ...

Jerry Greenfield said the ice cream maker’s “independence to pursue our values,” which was guaranteed to him “when Unilever bought the company…is gone.” (Photo: Lisa Lake via Getty Images for MoveOn) https://t.co/SkH4m6UZFt https://t.co/Rf4m9LhAGV ...

Core Points - Jerry Greenfield, co-founder of Ben & Jerry's, announced his resignation from the company, citing a loss of independence in advocating for social and political issues as a primary reason for his departure [2][3][5] - Greenfield expressed disappointment over Unilever's influence on the brand, stating that the original agreement allowing the company to advocate for social causes has been compromised [5][10] - Unilever acquired Ben & Jerry's for $326 million in 2000, with a provision that allowed the brand to maintain its advocacy for social and political causes [4] Company and Industry Summary - Jerry Greenfield's resignation marks a significant change for Ben & Jerry's, a brand known for its commitment to social justice and political activism [2][4] - The relationship between Ben & Jerry's and its parent company, Unilever, has been strained, particularly following the brand's decision in 2021 to stop selling ice cream in Israeli settlements, leading to legal disputes [5][10] - Unilever is currently in the process of spinning off its ice cream business, which may impact the future direction and independence of Ben & Jerry's [9]