Core Insights - Palm Valley Capital Fund appreciated 2.35% in Q3 2025, underperforming compared to the S&P SmallCap 600's 9.11% gain and the Morningstar Small Cap Total Return Index's 7.99% rise [1] - The Fund's cash equivalents increased from 73.5% to 74.1% during the quarter, indicating a cautious investment strategy [1] - Small-cap stocks outperformed large caps due to expectations of Federal Reserve easing and reduced tariff concerns impacting corporate profits [1] Company Analysis: Flowers Foods, Inc. (NYSE:FLO) - Flowers Foods, Inc. experienced a one-month return of -10.89% and a 52-week loss of 43.74%, with its stock closing at $12.77 and a market capitalization of $2.691 billion on October 7, 2025 [2] - The company faced challenges in the branded bread category, leading to a shift from branded to private-label breads among consumers due to rising living costs [3] - Flowers Foods is innovating its portfolio and expanding into higher-growth "better-for-you" segments, with encouraging results in organic breads and snacks [3] - Despite current operating pressures, a stabilization in core branded bread volumes and growth in health-oriented categories is expected to support a return to normalized profit margins in 2026 [3] - The stock is trading at 13 times the estimated 2025 EPS, and the company maintains market-leading brands and generates significant cash flow [3]

Core Insights - General Mills, Inc. (NYSE:GIS) is recognized as one of the 10 Best Recession Proof Dividend Stocks to Buy [1] - The company has a long history, focusing solely on consumer foods since 1995, offering a diverse range of products [2] - General Mills' core brands are well-established and supported by significant advertising and innovation investments, reaching over 95% of US households [3] Financial Performance - The company has demonstrated strong pricing power with retailers, allowing it to manage inflation effectively [4] - In 2010, General Mills achieved record results, including higher sales, improved margins, profit growth across all segments, and solid cash flow [4] - General Mills has consistently paid dividends for 127 years, currently offering a quarterly dividend of $0.61 per share, resulting in a dividend yield of 4.87% as of September 26 [5]

转自：草原云 2025年伊利内蒙古自治区足球超级联赛（简称蒙超联赛）点燃了球迷们的热情。如今，赛事组委会携手 内蒙古多家知名影城，为广大球迷送上惊喜福利，让大家在感受足球激情之后，还能沉浸于光影世界。 城 凯诺影城 横店影城 10月1日至10月31日，只要持有蒙超联赛的票根，或者能提供赛事购票记录，就能在指定影城享受超值 优惠，包括万达影城、横店影城、奥际影城、凯诺影城、博悦汇影城万象城店、赤峰博纳影城。其中， 在万达影城所有门店和博悦汇影城万象城店观影，可享受35元票价优惠；在横店影城购买电影票，可享 受门店挂牌价5折优惠；在奥际影城、凯诺影城和赤峰博纳影城观影，可享受30元票价优惠。 万达影城 博悦汇影 奥际影城 除此之外，观众还可以持蒙超联赛票根以及以上5家影院电影票根，到呼和浩特保利剧院7号门售票处购 票，享受现有活动基础上再打9折的优惠，还可以在内蒙古数字文旅新天地享受VR项目主题体验全场8 折优惠。 字文旅新天地 除了电影票的折扣，在影城购买卖品小吃同样有福利。各种爆米花、饮料、零食等，都能享受打折优 惠。想象一下，一边吃着打折的美味小吃，一边观看精彩的电影，是多么惬意的事情。 这样的联动活动，不 ...

Core Insights - General Mills reported an earnings per share (EPS) of $0.86, exceeding the estimated $0.81, with revenue of approximately $4.52 billion, slightly above estimates [1][2] Financial Performance - The company exceeded quarterly sales estimates due to increased demand following strategic price cuts on select products, maintaining annual forecasts [2] - General Mills has a price-to-earnings (P/E) ratio of approximately 11.89, a price-to-sales ratio of about 1.38, an enterprise value to sales ratio of around 2.15, and an enterprise value to operating cash flow ratio of approximately 14.33 [3] Financial Metrics - The earnings yield stands at 8.41%, indicating earnings relative to share price [4] - The debt-to-equity ratio is about 1.66, suggesting a higher level of debt compared to equity, while the current ratio is approximately 0.67, indicating the ability to cover short-term liabilities with short-term assets [4]

Core Insights - Calbee has acquired a 58% stake in US-based tofu-maker Hodo, marking its entry into the US plant-based food market and aiming to accelerate the growth of its international "health and food" businesses [1][2] - Sagamiya Foods, a Japan-based tofu manufacturer, will also take a 10% interest in Hodo, providing technical support to promote and expand tofu culture in the US [1][3] Company Strategy - The acquisition aligns with Calbee's three-year transformation plan initiated in February 2023, focusing on overseas expansion, particularly in the US, and the development of its "food and health" business [2][4] - Calbee's CEO highlighted the growing demand for sustainable foods, particularly tofu, which is gaining traction among health-conscious consumers in the US market [2][4] Hodo's Position - Hodo, founded in 2004 and based in Oakland, California, supplies retail and foodservice and offers a portfolio that includes other plant-based foods such as nuggets, veggie-burgers, and egg replacement products [4][5] - Hodo's founder expressed excitement about Calbee's vision and commitment to providing healthier food options without compromising on taste [5]

Group 1 - Casey's General Stores, Inc. (NASDAQ:CASY) has seen a stock price increase of nearly 2400% over the past 20 years, indicating strong long-term growth potential [1] - The stock has risen 94% in the last two years, outperforming the S&P 500, which highlights its strong performance in the market [1] - The company targets smaller markets with gas stations and convenience stores that offer fresh hot food, which has contributed to its growth from a regional to a national player [1] Group 2 - Casey's operates convenience stores that provide a variety of prepared foods, beverages, snacks, and fuel, along with additional services like ATMs and car washes [2]

Casey’s General Stores, Inc. (NASDAQ:CASY) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer seemed quite bullish on the company during the episode, as he remarked: “We’re going to start Monday with one of the best retail concepts around, and you may not know it, but I want you to learn about it. It’s called Casey’s General Stores. This company has 2,900 convenience stores in 20 states and a breakfast pizza that’s more than just a gimmick. We love these guys. Now, we can make a ...

Company Overview - General Mills (GIS) is a global manufacturer and marketer of branded consumer foods, with principal product categories including ready-to-eat cereals, convenient meals, snacks, yogurt, super-premium ice creams, and baking mixes [1]. Stock Performance - GIS shares have experienced consistent selling pressure over the past year, declining 26%, while the S&P 500 has gained 17% [3]. - Despite regularly exceeding consensus EPS expectations, quarterly results have not improved share performance [3]. Financial Performance - Organic net sales decreased by 3% year-over-year, attributed to lower volumes and an unfavorable price mix [4]. - The company's gross margin fell by 340 basis points to 32.4% during the latest quarter, indicating a significant impact on profitability [4]. - Operating profit dropped to $504 million, a 35% decline year-over-year [4]. Management Outlook - CEO Jeff Harmening expressed confidence in the company's fiscal 2026 plans, emphasizing a framework focused on "remarkability" and positive early returns from Q4 investments [4]. Analyst Sentiment - Analysts have adopted a bearish stance on GIS, resulting in a Zacks Rank 5 (Strong Sell) due to negative earnings estimate revisions [8]. - The next earnings release is expected in mid-September, with sales revisions also reflecting a bearish outlook [7].

Core Viewpoint - ARKO Corp. announces the departure of CFO Robb Giammatteo, who will leave to pursue a new opportunity outside the convenience store sector, effective October 10, 2025 [1][2]. Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators in the United States, owning 100% of GPM Investments, LLC [3]. - The company operates in four reportable segments: retail, wholesale, fleet fueling, and GPM Petroleum, providing a range of products including prepared foods, beverages, and fuel [3]. Leadership Transition - Chairman and CEO Arie Kotler acknowledges Giammatteo's contributions to the company's transformation plan and finance department [2]. - Giammatteo expresses pride in his achievements during his tenure and commitment to the company's future success [2].

Core Viewpoint - ARKO Corp. will host a conference call on August 6, 2025, to discuss its financial results for Q2 2025, which ended on June 30, 2025 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for Wednesday, August 6, 2025, at 5:00 p.m. Eastern Time [2]. - A toll-free dial-in number is provided for participants: (877) 605-1792, with an international dial-in number of (201) 689-8728 [2]. - A telephonic replay will be available approximately three hours after the call concludes until September 5, 2025 [3]. Group 2: Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators in the United States, owning 100% of GPM Investments, LLC [4]. - The company operates in four reportable segments: retail, wholesale, fleet fueling, and GPM Petroleum [4]. - The retail segment includes convenience stores selling merchandise and fuel products, while the wholesale segment supplies fuel to independent dealers [4].