Parents: Your child’s favorite ready-made school lunch just moved out of the freezer aisle
J.M. Smucker Co. is transitioning its entire line of Uncrustables from the freezer aisle to the refrigerator aisle by summer 2026. This change means the pre-packaged peanut butter and jelly sandwiches will no longer require thawing and can be kept in the fridge for up to five days. Two new refrigerator-friendly varieties, Up & Apple and Bright-Eyed Berry, are already available nationwide.
Campbell’s shakes up snack leadership
Campbell’s has appointed Mohit Anand, formerly of Kellanova and Mars Snacking, as the new president of its snack division, effective February 23. He replaces Elizabeth Duggan and is tasked with revitalizing profitable growth for the division, which has seen net sales decline. This change comes as Campbell's, like other food giants, faces challenges with lower snack consumption.
Kellanova executive Mohit Anand named President of Snacks Division at Campbell’s
Mohit Anand, formerly of Kellanova (now Mars Snacking), has been appointed Executive Vice President and President of the Snacks division at Campbell's, effective February 23, 2026. He will oversee prominent snack brands like Goldfish and Pepperidge Farm, reporting directly to CEO Mick Beekhuizen. Anand's role involves driving long-term growth and margin enhancement, leveraging his extensive CPG experience to accelerate change and unlock the division's potential.
Weight Loss and Diet Management Analysis Report 2026-2035: A $45+ Billion Market by 2030 with Weight Watchers, Nutrisystem, Kellogg, Herbalife, Apollo Endosurgery, and Medifast Leading
The weight loss and diet management market is projected to grow from $31.07 billion in 2025 to $45.43 billion by 2030, driven by rising obesity rates, increased health awareness, and demand for personalized nutrition. Key players include Weight Watchers, Nutrisystem, Kellogg, and Herbalife. The market will see continued innovation, strategic acquisitions, and a focus on digital and preventive health solutions.
27,860 Shares in The J. M. Smucker Company $SJM Bought by Alberta Investment Management Corp
Alberta Investment Management Corp acquired 27,860 shares of The J. M. Smucker Company, valued at approximately $3.03 million, during the third quarter. Other institutions like Norges Bank and Engineers Gate also established significant stakes. J. M. Smucker recently declared a quarterly dividend of $1.10 per share and reported Q3 EPS of $2.10, slightly missing estimates, while setting FY2026 guidance at $8.75–$9.25 EPS.
Kraft Heinz Resets North America Under New Leadership And Growth Plan
Kraft Heinz has appointed Nicolas Amaya as President, North America, replacing Pedro Navio, and new CEO Steve Cahillane is pausing the planned company split to focus on profitable growth. The company is investing approximately $600 million into brands, R&D, and marketing to revitalize its North American market, following a period of weak share performance and a net loss. Investors will be watching closely to see if these strategic changes and new leadership can stabilize profitability and rebuild confidence amidst financial concerns and stiff competition.
The J.M. Smucker Co. to Make Uncrustables ‘Fridge Friendly’
The J.M. Smucker Co. announced it is making its Uncrustables product line "fridge friendly" to eliminate thaw time, increasing convenience for consumers. This change allows the sandwiches to be stored in the refrigerator for up to five days or kept frozen, providing immediate enjoyment. The company also launched two new protein-rich morning flavors in late 2025.
Kraft Heinz replaces North American president with Kellanova exec
Kraft Heinz has appointed former Kellanova leader Nicolas Amaya as president of its North American business unit, replacing Pedro Navio. This move comes as new CEO Steve Cahillane, also from Kellanova, aims to revitalize the company after pausing an intended corporate breakup. Amaya will be crucial in implementing Cahillane's strategy to invest in marketing and product superiority to drive growth and improve the company's declining net sales.
General Mills lowers sales, profit outlook as stressed consumers spend less
General Mills has lowered its sales and profit outlook for the current fiscal year, citing reduced spending by financially stressed consumers. CEO Jeff Harmening noted "historically low consumer sentiment" exacerbated by inflation and other factors, leading to an anticipated organic net sales loss of 1.5% to 2%. The company plans to focus on offering more value and introducing new products with bold flavors and protein to adapt to changing consumer behavior.
Kraft Heinz appoints ex-Kellanova executive Nicolas Amaya to lead North America business
Kraft Heinz has appointed Nicolas Amaya, a former Kellanova executive, as president of its North America business. This move comes a week after the company put its plans to split into two entities on hold due to persistent demand weakness in the U.S. Amaya will oversee strategy, operations, and performance in Kraft Heinz's largest revenue-generating market, effective February 23.
Fortune Brands Innovations names Amit Banati as CEO
Fortune Brands Innovations has appointed Indian American executive Amit Banati as its new CEO. Banati, previously the vice chairman and CFO of Kellanova, is recognized for his global perspective and analytical approach, particularly during significant corporate transitions. He is expected to lead Fortune Brands, known for brands like Moen and Master Lock, in bridging traditional craftsmanship with smart home technology.
Vegan Food Market Outlook 2026-2033: Growth Drivers, Share, and Trends Revealed in New Report Featuring Hain Celestial, SunOpta Inc., and WhiteWave
A new report by Coherent Market Insights projects the Vegan Food market to grow from USD 21,291.7 million in 2025 to USD 38,424.9 million by 2032, at a CAGR of 8.8%. The report offers in-depth analysis of market dynamics, competitive landscape, regional outlook, and segments, featuring key players like Hain Celestial, SunOpta Inc., and WhiteWave. It aims to assist industry professionals and investors in making informed decisions by providing insights into growth opportunities and market strategies.
General Mills Cuts 2026 Outlook As GLP 1 Trends Reshape Demand
General Mills has lowered its fiscal 2026 sales forecast due to weakened consumer demand, attributing it to inflation, reduced food assistance, geopolitical uncertainties, and the emerging impact of GLP-1 weight loss drugs. The company CEO noted that GLP-1 trends are leading to consumer shifts towards smaller portions and more nutrient-dense foods, prompting General Mills to re-evaluate its product mix and long-term strategy. Despite short-term momentum, the company faces challenges with declining share prices and analysts monitoring how it adapts its portfolio to these evolving consumer patterns.
What's Going On With Algorhythm Stock Tuesday?
Algorhythm Holdings (NASDAQ:RIME) stock fell on Tuesday as the company addressed investor concerns following volatility related to its SemiCab platform and broader weakness in the freight trucking industry. CEO Gary Atkinson clarified that SemiCab is a collaborative solution aimed at improving freight efficiency by working with the industry, not disrupting it, emphasizing the platform's potential for significant efficiency gains. The company's shares were down by 12.03% to $4.51 at publication time.
Algorhythm Holdings Defines the “SemiCab Vision” — A Smarter, Connected Freight Network Built for the AI Era
Algorhythm Holdings, Inc. (NASDAQ: RIME) has articulated its vision for SemiCab, aiming to transform the freight trucking industry through a smarter, AI-driven network. The company seeks to address the industry's fragmentation and inefficiencies, such as empty miles, by enabling real-time coordination and intelligence across participants. SemiCab has demonstrated significant improvements, including a 70% reduction in empty miles and increased throughput, positioning it for continued growth and expansion.
Fortune Brands CEO Shift Puts Cost Cuts And Margins In Focus
Fortune Brands Innovations (NYSE:FBIN) has appointed Amit Banati as its new CEO, effective May 2026, succeeding Nicholas Fink. This leadership change comes amidst operational restructuring, margin pressures, and cost-saving efforts, with Banati's background indicative of a focus on cost discipline and profitability. Investors will be watching how the new CEO aligns decisions with the goal of stability and long-term value creation.
Reassessing Equinox Gold (TSX:EQX) After A 107% One Year Share Price Surge
Equinox Gold (TSX:EQX) has seen a 107% share price surge, prompting a re-evaluation of its current value. Simply Wall St's analysis, using a Discounted Cash Flow model, suggests the stock is undervalued by 59.7% with an intrinsic value of $50.83 per share compared to its current C$20.50. However, using a Price to Sales ratio, the company appears slightly overvalued compared to its fair ratio.
Kellogg’s
This article details the history of Kellogg's, from its founding in the early 1900s by W.K. Kellogg and Dr. John H. Kellogg to its 2023 split into two independent companies, WK Kellogg Company and Kellanova. It discusses the subsequent acquisitions of these entities by Ferrero Group and Mars, Inc. in 2025, and touches on controversies regarding unsubstantiated health claims and marketing to children. The article concludes by highlighting Kellogg's memorable mascots.
ING Groep NV Increases Stock Holdings in The J. M. Smucker Company $SJM
ING Groep NV significantly increased its holdings in The J. M. Smucker Company (NYSE:SJM) by 684.9% in the third quarter, now owning 176,819 shares worth $19.2 million. Other institutional investors also adjusted their positions in SJM, with hedge funds and institutional investors collectively owning 81.66% of the company's stock. Analysts have a mixed outlook on J. M. Smucker, with an average "Hold" rating and a consensus price target of $114.93, while the company recently announced a quarterly dividend of $1.10 per share.
Feeding Happiness Through Community Impact: WK Kellogg Co Employees Give Back in 2025
In 2025, WK Kellogg Co employees demonstrated a strong commitment to community impact, logging 5,912 volunteer hours and generating nearly $65,000 in donations through their "Cause Credits" program. This initiative, part of the company's "Feeding Happiness" strategy, supports various 501(c)(3) nonprofits, extending the positive impact of their volunteered time. The efforts reflect WK Kellogg Co's dedication to bettering communities and fostering physical, emotional, and societal well-being.
Kraft Heinz pauses plans to split into 2 companies, says its problems are ‘fixable’
Kraft Heinz has announced it is pausing its plans to split into two separate companies, with CEO Steve Cahillane stating that the company's challenges are "fixable." This decision comes as the company reported lower quarterly and annual results. Instead of splitting, Kraft Heinz plans to invest $600 million into marketing, sales, and product development to accelerate its return to profitable growth.
Kraft Heinz pauses work to split the company as new CEO says 'challenges are fixable'
Kraft Heinz is pausing its previously announced plans to split into two separate companies, with CEO Steve Cahillane stating that the company's challenges are "fixable and within our control." The company also plans to invest $600 million into its U.S. business for marketing, sales, R&D, product superiority, and pricing adjustments. This announcement comes after declining sales and brand write-downs since the 2015 megamerger, and while some analysts are cautiously optimistic about the new CEO's strategy, others remain skeptical about the immediate potential for sustainable growth given the businesses are not yet strong enough to operate independently.
Kraft Heinz pauses plans to split into 2 companies as it faces consumer headwinds, pricing challenges
Kraft Heinz has halted its plans to divide into two separate companies, with CEO Steve Cahillane stating that the company's challenges are "fixable." The company intends to invest $600 million into marketing, sales, research and development, and pricing to accelerate its return to profitable growth. This decision comes as the company faces consumer headwinds and pricing challenges, as reflected in its fourth-quarter results and lower-than-expected revenue and profit forecasts for 2026.
The Truth About General Mills Inc: Why Everyone Is Suddenly Paying Attention
General Mills Inc (GIS) is gaining attention online due to its brands appearing in viral recipes and comfort food content. While not expected to be a high-growth stock, GIS is considered a "defensive" play, offering stability, steady cash flow, and dividends, making it attractive for long-term investors seeking reliability rather than explosive returns. The article suggests it's a suitable anchor for a portfolio, especially when paired with riskier, high-beta investments.
The Truth About General Mills Inc: Why Everyone Is Suddenly Paying Attention
This article examines General Mills (GIS) as an investment, highlighting its appeal not for rapid growth but for stability and consistent dividends. It discusses the company's strong brand portfolio rooted in everyday food demand, positioning it as a defensive play against market volatility. The piece concludes that GIS is a "quiet must-have contender" for investors seeking balance rather than speculative gains.
Commodity costs continue to challenge The Hershey Co.
The Hershey Co. experienced a significant drop in net income during its fourth quarter and fiscal year 2025, primarily due to rising input costs, cocoa inflation, and tariffs, despite an increase in top-line sales. The company is optimistic for 2026, forecasting net sales growth and earnings recovery with strategic investments in innovation, brand building, and its growing salty snacks and protein portfolios. Hershey is also monitoring potential headwinds like SNAP waivers and GLP-1 weight-loss medications.
Hershey Targets Bigger Salty Snack Slice As Growth And Margins Diverge
Hershey is expanding its business into salty snacks, with a goal for the segment to account for 20% of its total revenue, alongside its traditional chocolate products. This strategic shift aims to diversify its product portfolio beyond confectionery, especially given fluctuating cocoa costs and health trends. Investors are monitoring how this expansion impacts overall growth and margins, as the company manages recent financial mixed signals and continues its dividend payouts.
Freedom Holding Corp. Eyes U.S. Debt Market to Fund Telecom and Data Center Expansion
Freedom Holding Corp., led by Kazakhstani billionaire Timur Turlov, is considering entering the U.S. debt market to raise $300-500 million for expanding its telecom infrastructure and building data centers. This move aims to fund large-scale investment in digital infrastructure to provide cloud services to major tech companies, government institutions, and private businesses, shifting the group's strategy towards a more capital-intensive, infrastructure-based business model. Turlov emphasizes the importance of building long-term relationships with U.S. investors and the strategic integration into the global capital market, while also exploring international expansion for its Superapp.
PFG Eyes Acquisitions, Builds War Chest After Merger Fails
Performance Food Group (PFG) is actively seeking new acquisitions after its proposed merger with US Foods collapsed. The company reported a significant increase in profit and free cash flow in its fiscal Q2 2026, strengthening its financial position for future deals. CEO Scott McPherson emphasized PFG's strategic focus on growth through M&A and expanding market share, with former CEO George Holm continuing to play a key role in identifying acquisition opportunities.
Integra closes US$61 million bought deal financing
Integra Resources Corp. announced it has raised US$61 million through a bought deal offering of 18.1 million common shares at US$3.40 each, which included the full exercise of the over-allotment option. The net proceeds will primarily fund pre-production capital expenditures at the DeLamar Project in Idaho. This financing follows significant permitting milestones and a recently completed feasibility study, positioning Integra to advance the DeLamar gold and silver project, which is projected to produce 1.1 million ounces of gold equivalent over a 10-year mine life.
Kellogg's new owner aims to conquer American breakfast tables
Italy's Ferrero Group, aiming to expand its presence in the American breakfast market, recently purchased WK Kellogg Co. This acquisition, along with previous U.S. brands like Butterfinger and Keebler, allows Ferrero to diversify beyond candy and capitalize on the high penetration of cereal in American households. The company plans significant innovation in ice cream and cookies, increased marketing efforts, and the launch of new products like Nutella Peanut, while also integrating its new brands and considering future mergers and acquisitions.
Outlook for Kinross Gold Stock in 2026
Kinross Gold (TSX:K) is presented as an attractive investment in 2026 due to strong gold prices, disciplined operations, and robust cash generation leading to significant shareholder returns. The company recently announced new organic projects set to extend mine life and improve costs, reinforcing its financial health. Despite a reasonable P/E ratio suggesting market anticipation of stable earnings rather than rapid growth, its strong balance sheet, share buyback program, and dividend increases make it a solid choice for investors seeking a reliable gold stock.
Kinsale Capital Group Inc. Grows Stock Position in The Walt Disney Company $DIS
Kinsale Capital Group Inc. increased its stake in The Walt Disney Company (NYSE:DIS) by 9.6% in the third quarter, bringing its total holdings to 84,555 shares valued at $9.68 million. This position represents 1.8% of Kinsale's portfolio and is its 23rd largest holding. Analysts currently rate Disney as a "Moderate Buy" with an average target price of $135.80, and the company recently announced an earnings beat and a $0.75 dividend.
Nomad Foods Limited (NOMD): A Bull Case Theory
This article summarizes a bullish thesis on Nomad Foods Limited (NOMD), highlighting that despite its stock being down significantly year-to-date and over five years, its underlying fundamentals are strong. The company is a European frozen food leader, trading at a discounted P/E ratio, with recent revenue weakness attributed to a temporary SAP/ERP migration issue rather than a decline in brand strength. Management's aggressive share buybacks, consistent dividends, and recent debt refinancing point to potential upside if operational issues resolve and market sentiment improves.
Kinross Gold Deepens Puma Partnership To Expand Exploration Upside Potential
Kinross Gold is increasing its ownership stake in Puma Exploration to 14.8% and committing an additional $3 million to exploration at the Williams Brook Project. This strategy allows Kinross to access early-stage exploration upside through partnerships rather than solely relying on internal projects or outright acquisitions. The move is aimed at securing future gold resources and extending production life, balancing growth with shareholder returns.
Ferrero’s Jean‑Baptiste Santoul named to lead WK Kellogg
Jean-Baptiste Santoul has been appointed Chief Operating Officer of WK Kellogg Co, following Ferrero's US$3.1 billion acquisition of the cereal maker. Santoul will focus on accelerating WK Kellogg's growth, leveraging Ferrero’s resources for innovation in cereals, and expanding into new categories. This appointment signifies Ferrero's strategy to integrate WK Kellogg and enhance its presence in the North American breakfast market.
Ferrero taps Jean-Baptiste Santoul to helm WK Kellogg
Jean-Baptiste Santoul has been appointed as the chief operating officer and new head of WK Kellogg Co, following Ferrero Group's $3.1 billion acquisition of the company. Santoul previously served as Ferrero's chief sales and business development officer. Former chairman and CEO Gary Pilnick, along with CFO David McInstray, have departed the company.
A.O Smith stock hits 52-week high at $77.35
A.O. Smith Corp's stock recently hit a new 52-week high of $77.35, reflecting an 18.64% increase over the last year and strong investor confidence. The company's robust performance is supported by a solid P/E ratio, 18 consecutive years of dividend payments, and strategic business initiatives. Despite mixed Q4 2025 earnings where EPS beat expectations but revenue missed, analysts like Stifel have raised price targets, while DA Davidson maintained a Neutral rating due to varying market demands.
Does SSR Mining's Hod Maden De-Risking Shift Its Growth Story Toward Simplified Copper Focus (TSX:SSRM)?
SSR Mining has released an updated Technical Report Summary for its Hod Maden gold-copper project in Türkiye, detailing an underground mine plan, simplified processing, and infrastructure refinements aimed at reducing operational complexity and project risk. This de-risking focuses on consolidating production into a high-grade copper concentrate without cyanide, and progressing permits and community relations. While the report enhances the project's definition and long-term potential, Hod Maden remains a medium-term story with permitting and capital intensity as key risks, but the progress helps to sharpen SSR Mining's investment narrative amidst its ongoing portfolio adjustments.
Ferrero names insider to head WK Kellogg after $3.1B purchase
Ferrero has appointed company insider Jean-Baptiste Santoul as chief operating officer for WK Kellogg, the cereal business it acquired for $3.1 billion. Santoul, a former Unilever executive, plans to accelerate growth and strengthen market leadership for brands like Rice Krispies and Froot Loops. The move comes after WK Kellogg's former CEO, Gary Pilnick, departed at the end of 2025, and Ferrero aims to deepen its North American presence while navigating challenges in the cereal market.
White & Case advises Yihai Kerry on divestment in joint ventures with Kellanova
White & Case LLP advised Yihai Kerry Arawana Holdings Co., Ltd. on divesting its 50 percent stakes in two China-based snack joint ventures with Kellanova. The joint ventures were sold to Mars Wrigley Confectionery (China) Ltd. for US$60 million, following Mars' global acquisition of Kellanova. This transaction allows Yihai Kerry to exit the joint ventures and consolidates Mars China's ownership of brands like Pringles in the Chinese market.
Jean-Baptiste Santoul to lead Kellogg Co.
Jean-Baptiste Santoul has been appointed as the new COO of WK Kellogg Co following Ferrero’s acquisition of the breakfast cereal manufacturer. Santoul brings extensive international experience from his previous roles at Henkel and Ferrero, where he served as Chief Sales & Business Development Officer. His appointment marks a new chapter for WK Kellogg Co, especially after the departure of former chairman and CEO Gary Pilnick at the end of 2025.
Federated Hermes Inc. Acquires Shares of 225,000 Figure Technology Solutions, Inc. $FIGR
Federated Hermes Inc. has acquired a new stake of 225,000 shares in Figure Technology Solutions, Inc. (NASDAQ:FIGR), valued at approximately $8.18 million, representing about 0.11% ownership. This move comes as Figure Technology Solutions reported strong quarterly results, with $0.34 EPS against an expected $0.16 and $156.03 million in revenue. However, the company has also seen significant insider selling, with directors Michael Scott Cagney and June Ou each selling 500,000 shares for over $18 million in November.
General Mills Refocuses Portfolio With Muir Glen Sale And Board Changes
General Mills has sold its Muir Glen organic tomato brand to Violet Foods, signaling a strategic shift to focus on snacks and pet food. Concurrently, the company expanded its board by appointing Joan L. Bottarini as an independent director and updated its corporate governance framework. These changes aim to streamline operations, enhance financial oversight, and support reinvestment in core categories, which investors will closely monitor for their impact on capital allocation and market sentiment.
Big Food gets leaner with divestitures and breakups as consumers turn away from packaged snacks
Major food companies like Kraft Heinz and Kellogg are undergoing significant restructuring through divestitures and breakups, driven by declining consumer demand for packaged foods and increased regulatory scrutiny. Nearly half of all M&A activity in the consumer products industry in 2024 involved divestitures, as companies aim to shed underperforming brands and refocus on high-growth areas to satisfy investors. This trend reflects a shift in consumer preferences towards fresh produce and private-label or insurgent brands, coupled with challenges posed by new wellness trends and rising GLP-1 drug usage.
Lazard Ltd (NYSE:LAZ) Q4 2025 Earnings Call Transcript
Lazard Ltd reported strong Q4 and full-year 2025 results, with firm-wide revenue reaching $3 billion, driven by record financial advisory revenue and a 12% increase in assets under management. CEO Peter Orszag highlighted the company's "Lazard 2030" growth strategy, emphasizing investments in talent, operational efficiency, and the integration of AI. The firm anticipates positive net flows for Asset Management in 2026 and expects M&A activity to accelerate, alongside continued strength in restructuring and liability management, benefiting from an increasingly diversified advisory business.
Sezzle names Lee Brading as new CFO effective February 1 By Investing.com
Sezzle Inc. has appointed Lee Brading as its new Chief Financial Officer, effective February 1, 2026. Brading, who has been with Sezzle since 2020 and was involved with the company since its founding, will replace Karen Hartje. The digital payments company has shown strong financial performance, with its stock price climbing significantly and impressive revenue growth.
General Mills Faces Recall Test While Refocusing Brand Portfolio
General Mills (NYSE:GIS) is currently dealing with an expanded voluntary recall of its Pillsbury Pizza Pops in Canada due to potential E. coli contamination, posing a significant food safety challenge. Concurrently, the company sold its Muir Glen organic tomato brand to Violet Foods, signaling a strategic effort to streamline its brand portfolio and focus on larger, higher-priority categories. These moves highlight General Mills' ongoing efforts to refocus its business amidst a food safety incident and evolving consumer preferences.
Vanguard Personalized Indexing Management LLC Purchases 22,503 Shares of General Mills, Inc. $GIS
Vanguard Personalized Indexing Management LLC increased its stake in General Mills (NYSE:GIS) by 23.0% in the third quarter, acquiring an additional 22,503 shares to hold a total of 120,515 shares valued at approximately $6.08 million. This comes as General Mills reported beating its quarterly EPS and revenue estimates, alongside announcing a quarterly dividend of $0.61. Despite institutional buying, an insider sold 1,500 shares, and analysts generally rate the stock as a "Hold" with a consensus target price of $53.33.
Slideshow: Functional formulation innovations
Consumer packaged goods companies are enhancing products with functional ingredients like protein, energy, and probiotics. Innovations include Genius Gourmet's protein puffs, Kellanova's RXBAR protein energy bites, and Lifeway Foods' probiotic kefir butter, catering to consumer demand for healthier, convenient, and functional food options. These new offerings highlight a trend towards incorporating benefits beyond basic nutrition into everyday snacks and ingredients.
