Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Hormel Foods Is Rebuilding the Center of the Plate for a Post-Pandemic Grocery Aisle
Hormel Foods is undergoing a significant transformation, evolving from a legacy pantry brand known for SPAM and Skippy into a data-driven, diversified protein platform. The company is strategically repositioning its portfolio to offer convenient, affordable, and values-aligned protein options, addressing modern consumer demands and retail needs. This involves curating an ecosystem of brands, innovations, and ready-to-eat platforms to create a resilient engine for the protein market.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Kellanova (formerly Kellogg): Is This Snack Giant Still Worth Your Money?
This article evaluates Kellanova (formerly Kellogg) after its business split and name change, exploring whether the snack-focused company is a worthwhile investment. It discusses the strategic shift towards snacks, the stock's stability as a consumer-staples company, and the enduring power of its brands. The author concludes by advising potential investors whether it's a "cop" (worth buying) or "drop" (not worth buying) based on their investment goals.
Dec 30, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
Revenue Opportunities and Competition in the UK Meat Snacks Market, 2025-2033, Featuring Nestle, Hormel Foods, Conagra Brands, Bridgford Foods, Hershey and More
The UK meat snacks market is projected to grow from US$335.18 million in 2024 to US$557.69 million by 2033, driven by consumer demand for protein-rich, convenient snacks and product innovation. Key factors include the popularity of high-protein diets, new flavor profiles, and expanded retail distribution, despite challenges posed by concerns over red meat consumption and sustainability. The market is competitive, with both established and new brands vying for share through R&D and strategic partnerships.
Dec 30, 2025 • Finviz
NEUTRAL
Kimberly-Clark (KMB) Target Lowered as Citi Rebalances Household Care View
Citi lowered its price target on Kimberly-Clark Corporation (KMB) to $95 from $100 while maintaining a Sell rating, shifting its focus towards household and personal care companies for 2026. This rebalance comes as inventory destocking concludes, and consumption comparisons ease. Kimberly-Clark is also expanding its manufacturing in Vietnam and acquiring Kenvue, expecting significant cost synergies and growth in digital engagement.
Dec 30, 2025 • Food Business News
SOMEWHAT-BULLISH
Vital Farms aims for $2 billion in sales by 2030
Vital Farms, the leading pasture-raised egg producer, plans to achieve $2 billion in net revenues by 2030, building on its strong growth since its 2020 IPO. The company's strategy involves expanding its farm network, increasing processing capacity with a new facility in 2027, and leveraging its trusted brand and loyal customer base, who are willing to pay premium prices for eggs backed by transparent animal welfare and sustainability initiatives. Vital Farms reported a record net revenue of $198.9 million for Q3 2025, reflecting a 37% increase year-over-year.
Dec 30, 2025 • GuruFocus
NEUTRAL
Conagra Brands Inc (CAG) Q2 2026 Earnings Call Highlights: Strategic Investments Drive Growth Amid Challenges
Conagra Brands Inc (CAG) reported strong Q2 2026 performance in its frozen and snacks segments, driven by strategic investments despite a 3% decline in organic net sales. The company achieved record supply chain service levels and is implementing "Project Catalyst" to enhance operational efficiency. Conagra reaffirmed its fiscal 2026 guidance, expecting a return to organic net sales growth in the second half.