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 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 • FinancialContent
SOMEWHAT-BEARISH
Egg Price Bubble Bursts: Cal-Maine Foods Hits 52-Week Low Amid Supply Surge and Federal Scrutiny
Cal-Maine Foods Inc. (NASDAQ: CALM) shares have plummeted to a 52-week low of $79.42, signaling the end of the "windfall era" for the nation's largest egg producer. This downturn is attributed to the recovery of the domestic egg supply from avian influenza, leading to a market surplus and crashing wholesale prices. The company also faces challenges from a missed earnings estimate, an antitrust investigation by the DOJ, and increasing regulatory burdens.
Dec 29, 2025 • Claim Depot
NEUTRAL
$87.5M settlement alert: Tyson and Cargill settled a major beef price-fixing class action!
Cargill Inc. and Tyson Foods Inc. have agreed to an $87.5 million class action settlement for allegedly engaging in anticompetitive practices that inflated beef prices. Consumers who bought certain beef products for personal use in select states between August 1, 2014, and December 31, 2019, may be eligible to claim a cash payment. Claimants need to submit a form by June 30, 2026, providing an estimate of their monthly eligible beef purchases.
Dec 29, 2025 • MEAT+POULTRY
NEUTRAL
Post Holdings promotes Kristin Kaplan to VP of food safety, environmental health
Post Holdings Inc. has promoted Kristin Kaplan to vice president of food safety and environmental health, effective December 1st. Kaplan, who previously served as associate general counsel of food regulatory for the company, brings nearly 20 years of experience in food, drug, and advertising law. In her new role, she will continue to advise on quality, environmental, health and safety concerns, food safety, and regulatory matters.
Dec 26, 2025 • KNWA FOX24
BEARISH
Class action lawsuit filed against Walmart, PepsiCo over alleged price-fixing
A class action lawsuit has been filed against Walmart and PepsiCo, accusing them of a nearly decade-long price-fixing scheme. The lawsuit alleges that Walmart received preferential wholesale pricing on Pepsi products, forcing other retailers to pay inflated prices, which violated antitrust law and harmed consumers. Plaintiffs are seeking class action status for millions of Pepsi consumers who purchased soft drinks from non-Walmart retailers since January 2015.