SourceTesla Joy (@TeslaJoy):Food items at the Tesla Diner are basic diner foods like hot dogs, burgers, grilled tuna sandwiches, shakes, floats, cookies, breakfast sandwiches, etc. ...

SourceMuskonomy (@muskonomy):🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. https://t.co/IMdzMAPx0L ...

🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. https://t.co/IMdzMAPx0L ...

Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration, indicating strong demand [2]. Group 2: Sales Growth and Challenges - The sales growth during the relevant period may have been artificially inflated due to temporary trade inventory loading at key retailers, raising questions about sustainable demand [2]. - On May 5, 2025, BellRing disclosed that several key retailers had reduced their weeks of supply on hand, which would negatively impact growth in Q3 2025 [3]. - Following this announcement, BellRing's stock price dropped by $13.96, or over 18%, from $77.34 to $63.38 per share [3]. Group 3: Legal Implications - Investors in BellRing are encouraged to seek legal options due to the ongoing investigation and potential securities law violations [4]. - Bleichmar Fonti & Auld LLP, the law firm leading the investigation, has a strong track record in securities class actions and has recovered significant amounts for shareholders in past cases [5].

Core Insights - Food companies are facing increased price sensitivity, uneven volume trends, and challenges to brand loyalty as consumers seek value [1] - Companies that can protect margins, manage input costs, and adapt to changing consumption habits are likely to succeed [1] The J. M. Smucker Company (SJM) - SJM is undergoing a strategic transformation, focusing on portfolio optimization through acquisitions and divestitures, including the acquisition of Hostess Brands in late 2023 [3][4] - The Hostess acquisition enhances SJM's position in the snacking category, with a 3% year-over-year sales increase in its International and Away From Home segment [4] - Despite growth, SJM's adjusted gross profit declined by 9% year-over-year in the fiscal fourth quarter due to higher input costs and weaker volume [5] - SJM is increasing marketing investments for key brands, leading to a 3% rise in selling, distribution, and administrative expenses [6] Post Holdings, Inc. (POST) - POST is strengthening its position through consistent performance, with Foodservice segment net sales rising 9.6% year-over-year to $607.9 million in Q2 fiscal 2025 [7] - Strategic pricing actions have allowed POST to protect margins amid inflation, offsetting input cost inflation and volume softness [8][9] - POST's recent acquisitions, including 8th Avenue Food & Provisions and Potato Products of Idaho, support a diversified growth strategy [10] - POST benefits from a well-diversified portfolio and disciplined execution, positioning it as a resilient player in the food industry [11] Financial Comparisons - The Zacks Consensus Estimate for POST's fiscal 2025 EPS is $6.63, while SJM's estimate has decreased by 4% to $9.28 [12] - POST trades at a forward P/E of 14.54x compared to SJM's 11.1x, reflecting stronger earnings momentum for POST [13] - In the past three months, POST's stock has declined by 6.9%, outperforming SJM's 8.8% drop, justifying the valuation gap [13] Conclusion - SJM is in a rebuilding phase, focusing on long-term growth through portfolio reshaping, while POST is growing through strategic pricing and disciplined execution [16] - In the current inflation-sensitive market, POST is viewed as the safer and smarter investment choice [16]

Core Insights - Happy Belly Food Group Inc. has signed a franchise agreement and secured a real estate location for Rosie's Burgers in Calgary's Marda Loop District, marking a significant step in its expansion strategy [2][5]. Company Expansion Strategy - The signing of the franchise agreement is part of a commitment to develop 20 units in Alberta, with more locations planned for 2025 [5]. - Marda Loop is identified as a vibrant community with high foot traffic and a strong local economy, making it an ideal location for Rosie's Burgers [5]. - The company is leveraging its franchising expertise to drive growth and secure strategic real estate across Canada [7]. Franchise Development - Rosie's Burgers has secured 115 locations under Multi-Unit and Area Development agreements across various provinces, indicating a robust growth pipeline [7][10]. - The company is pursuing a dual-track growth approach, focusing on both corporate store development and franchising [8]. - Happy Belly aims to maintain momentum and achieve disciplined growth objectives through 2026 by carefully selecting partners and prime real estate [10]. Market Positioning - Happy Belly Food Group is positioned as a leader in acquiring and scaling emerging food brands in Canada, with a focus on the QSR (Quick Service Restaurant) space [13]. - The company emphasizes its asset-light franchise model, operational training, and marketing support to empower franchise partners [7].

Simply Good Foods (SMPL) Q3 2025 Earnings Call July 10, 2025 08:30 AM ET Speaker0Greetings. Welcome to Simply Good Foods Company's Third Quarter Fiscal Year twenty twenty five Earnings Call. At this time, all participants will be in a listen only mode. A question and answer session will follow today's formal presentation. Please note this conference is being recorded.At this time, I'll turn the conference over to Joshua Levine, Vice President of Investor Relations. Joshua, you may begin.Speaker1Thank you, o ...

Simply Good Foods (SMPL) Q3 2025 Earnings Call July 10, 2025 08:30 AM ET Company ParticipantsJosh Levine - VP - IR & TreasuryGeoff Tanner - CEO, President & DirectorChris Bealer - CFOMatthew Smith - Director - Food & TobaccoKaumil Gajrawala - Managing DirectorRobert Moskow - Managing Director John Baumgartner - MD - Equity ResearchConference Call ParticipantsPeter Grom - Equity Research AnalystJim Salera - Research AnalystJon Andersen - Equity Research Analyst - ConsumerAlexia Howard - Research Analyst - US ...

Homemade Ice Cream Franchise Rewards Loyalty Members with Free Ice Cream and More this July LOS ANGELES, July 10, 2025 (GLOBE NEWSWIRE) -- Marble Slab Creamery, FAT Brands’ small-batch ice cream franchise that never fails to dream up imaginative flavor combinations, is making Sundaes in July even sweeter for National Ice Cream Month and Ice Cream Day. Every Sunday, loyalty members will be sprinkled with surprise offers that are valid for seven days and are sure to keep fans cool all month long! While everyo ...