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17.03.26 - 14:30
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Goldman Says Food Companies Struck An "Overall Cautious Tone" On The Consumer (ZeroHedge)
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Goldman Says Food Companies Struck An "Overall Cautious Tone" On The Consumer
The latest read on the American consumer comes from Goldman analysts led by Leah Jordan, who compiled the most important commentary from food companies on consumer behavior trends in the fourth quarter. It's worth noting, however, that this snapshot predates the energy shock triggered by the U.S.-Iran conflict.
Jordan's food and retail stock coverage includes 15 companies: Albertsons Companies, Conagra Brands, Cal-Maine Foods, General Mills, Grocery Outlet, Hormel Foods, Hershey, Kraft Heinz, Kroger, Mondelez International, Once Upon a Farm, Pilgrim's Pride, Sprouts Farmers Market, Tyson Foods, and United Natural Foods.
On fourth quarter earnings results, the analyst said, "Overall, we continue to favor grocers that should benefit from ongoing consumption shifts toward fresh and private label, along with support from scale as the balance of power shifts toward retailers, highlighting Buy-rated ACI, ...
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11.03.26 - 16:12
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′I took two bites and had to spit it out′: candy makers are phasing out real cocoa in chocolate (The Guardian)
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Due to the volatile cocoa market, companies like Hershey are using replacement ingredients such as sugar, oil, milk and nutsJust before Valentine's Day, Brad Reese bought a bag of Reese's Unwrapped Peanut Butter Creme Mini Hearts from his local convenience store in West Palm Beach, Florida. It was a brand-new product, released especially for the holiday, tagline: “We'll never break your heart.”Reese is a Reese's aficionado who makes a point of trying everything the company produces. This isn't a coincidence: he's one of the Reeses, a grandson of HB Reese, the former Hershey dairy farmer who invented the peanut butter cup in 1928. Although he's never worked for Reese's or Hershey, which acquired the peanut butter cup company in 1963, Reese considers himself a custodian of HB's legacy. He also takes an avid interest in the Hershey company and its leadership. Continue reading......
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