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.
Orange Juice Market See Incredible Growth 2026-2033 |Coca-Cola
The global orange juice market is projected to grow from USD 7.45 billion in 2026 to USD 12.52 billion by 2033, exhibiting a CAGR of 7.7%. This growth is attributed to rapid innovation, rising investment, and shifting regional dynamics. The market research report provides insights into key segments, competitive landscapes, and strategic opportunities for decision-makers.
Smucker, other food companies can’t get enough of the word ‘simply’
Food companies like J.M. Smucker, Kraft Heinz, Coca-Cola, and PepsiCo are increasingly using the word "Simply" in new product lines, signaling a shift towards fewer, more natural ingredients. This trend is driven by consumer demand for cleaner labels and pressure from regulators regarding processed foods. Companies are also finding that "clean label" products often command higher prices.
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.
Analysts Estimate Smucker (SJM) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings for J.M. Smucker (SJM) in the quarter ended January 2026, despite higher projected revenues. The company is expected to report quarterly earnings of $2.25 per share, a 13.8% decrease, on revenues of $2.31 billion, up 5.7%. While the Most Accurate Estimate is slightly higher than the Zacks Consensus Estimate, Smucker's Zacks Rank of #4 (Sell) makes a conclusive prediction about an earnings beat difficult.
Reese’s Peanut Butter Cup inventor’s grandson accuses Hershey’s of hurting candy’s legacy
The grandson of H.B. Reese, inventor of the Reese's Peanut Butter Cup, has accused Hershey's of diluting the brand by using cheaper ingredients. Brad Reese wrote a letter to Hershey's claiming that recent products, like Reese’s Mini Hearts, substituted "chocolate candy and peanut butter crème" for milk chocolate and peanut butter, making them inedible. Hershey's maintains that while some ingredient adjustments are made for new product lines, the core essence of Reese's is protected, and consumer testing prevents negative impact, a claim Reese disputes based on public feedback.
JM Smucker resets strategy with leadership shake-up, sharper brand focus
JM Smucker Co has reorganized its corporate leadership and is shifting its strategy to focus on organic growth, debt reduction, and shareholder returns, moving away from acquisitions. The company plans to boost profitability by expanding margins in its coffee and Uncrustables segments, while also streamlining its Hostess brand. Leadership changes include expanded roles for the CFO and General Manager, aimed at enhancing profitability and executing long-term growth.
Hain Celestial Group Announces New Chief Financial Officer
Hain Celestial Group (Nasdaq: HAIN) has appointed Lee Boyce as its new Chief Financial Officer, effective September 5, 2023. Boyce, formerly CFO of Hearthside Food Solutions, brings extensive finance leadership experience to Hain Celestial as it implements its "Hain Reimagined" strategy for sustainable growth. He succeeds Chris Bellairs, who will assist with the transition.
Leading Companies Fueling Growth and Innovation in the Soup Market
The soup market is projected to reach $21.33 billion by 2030, growing at a CAGR of 4.4%, driven by consumer demand for convenient, healthy, and innovative options. Key trends include the rise of ready-to-eat products, plant-based varieties, and clean-label ingredients, with major players like Campbell Soup Company making strategic acquisitions to expand their portfolios. The market is segmented by type, category, packaging, and distribution channels, reflecting its diverse offerings to meet varied consumer preferences.
Marzetti to Acquire Bachan’s BBQ Sauce
The Marzetti Company is set to acquire Bachan’s, Inc., a Japanese Barbecue Sauce brand, in a deal valued at $400 million, subject to adjustments. This acquisition aims to strengthen Marzetti’s position in the clean-label, globally inspired sauces market, leveraging Bachan's $87 million in net sales from 2025. The transaction is expected to close before June 30, 2026, pending regulatory approval.
Dollar Tree's New $1.50 Find Is a Beloved Treat That Gives Jell-O Some Serious Competition
Dollar Tree is now selling Sprinkles Sugar Free Red Velvet Cupcake Pudding & Pie Filling for $1.50, a product previously exclusive to Walmart. This instant pudding mix offers the taste of red velvet cake and cream cheese frosting, and can be used in various desserts beyond just pudding. Shoppers have praised its delicious flavor and sugar-free aspect.
PepsiCo’s first creator-led product launch reimagines chips for Gen Z
PepsiCo Foods has launched its first creator-led product line, 'Flavor Swap,' in collaboration with Madison Beer, iShowSpeed, and Dude Perfect, aiming to engage Gen Z consumers. This social-first campaign introduces reimagined chip flavors and makes products available via TikTok Shop before a nationwide rollout. The initiative leverages influencer marketing and insights into Gen Z's shopping habits on social platforms, alongside flavor trends, to drive growth.
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.
Edgewell to Drive Supply Chain Efficiency With Digital Optimization
Edgewell Personal Care Co. is implementing a supply chain optimization strategy focused on digital tools and automation to improve efficiency, accelerate decision-making, and achieve productivity savings. This effort follows a strategic review and leadership restructuring, with an emphasis on its North American wet shave business and strengthening five key brands. The company expects these optimizations to offset tariff pressures, reduce complexity, and increase service levels.
Kraft Heinz names Nicolas Amaya as president of North America business
Kraft Heinz has appointed Nicolas Amaya, a former Kellanova executive, as president of its North America business. This appointment comes a week after the company paused its plans to split into two entities, opting instead for new investments to boost its business amidst continued demand weakness in the U.S. Amaya will oversee strategy, operations, and performance in Kraft Heinz's largest revenue-generating market.
Kraft Heinz Announces Leadership Change in North America
Kraft Heinz announced that Pedro Navio, Executive Vice President and President for North America, will step down effective February 22, 2026, remaining as an advisor until March 6, 2026. This leadership change could significantly impact the company's operational and strategic priorities in its largest market. Analysts currently rate KHC stock as a Sell with a $23.00 price target, while TipRanks' AI Analyst, Spark, rates it Neutral due to financial deterioration offset by strong cash generation.
The Kraft Heinz Company Appoints Nicolas Amaya as President, North America
The Kraft Heinz Company has appointed Nicolas Amaya as President, North America, effective February 23, 2026. He will lead the company's North America business, overseeing strategy, operations, and performance. Amaya brings extensive global and North American CPG industry leadership experience to the role, having previously held senior executive positions at Kellanova.
Hershey deploys AI agents to solve supply chain disruptions before they happen
Hershey is utilizing Aera Technology's AI-powered decision intelligence to proactively manage its supply chain and mitigate disruptions. This technology, also adopted by Mars, Kraft Heinz, and Unilever, helps companies optimize inventory, reduce waste, and improve logistics by identifying potential issues before they occur. Aera's agentic AI framework allows for independent strategy development and analysis, though human oversight remains crucial for final decisions.
Berenberg cuts Unilever rating after Q4 beat, says turnaround already priced in
Berenberg downgraded Unilever Plc to "hold" from "buy" after a strong Q4 performance, stating that the company's multi-year restructuring and turnaround are now fully priced into its share valuation. The analysts noted that Unilever's P/E trades at a significant premium to its five-year average and global peers, despite cutting their FY26 EPS forecast slightly. While acknowledging Unilever's superior growth metrics against rivals like Nestlé and P&G over the past two years, Berenberg believes the remaining benefits from its productivity program will diminish its earnings growth advantage.
General Mills Shares Sink 7% on Slashed 2026 Outlook and "Weak Consumer Sentiment"
General Mills (NYSE: GIS) shares plunged over 7% after the company drastically cut its fiscal 2026 guidance, now expecting organic net sales to decline and adjusted EPS to fall by 16-20%. This downturn reflects weakening consumer sentiment, inflation fatigue, and a shift towards value brands, signaling potential industry-wide challenges for traditional consumer staples. The update, announced at the CAGNY conference, suggests the "pricing power era" for big food brands may be ending, with significant implications for competitors and the broader market.
5 things top news: Target’s turnaround begins at the store
Target's new CEO plans to initiate the company's turnaround by focusing on enhancing the customer experience within its stores. This announcement is highlighted in a "5 things top news" summary from Supermarket News. The article also mentions other retail news, including Dollar General's new private-label air freshener line.
Sauce Company Marzetti to Acquire Japanese Barbecue Sauce Brand for $400M
Marzetti, a dressings and sauces company, announced an agreement to acquire Bachan’s, a Japanese-style barbecue sauce brand, for $400 million. Bachan's, founded in 2019, reported approximately $87 million in sales for 2025. This acquisition aims to expand Marzetti's retail and foodservice networks and introduce Bachan's products to new markets and categories.
Dabur appoints Hershey’s Herjit Bhalla as India chief; elevates Mohit Malhotra to global role
Dabur India has named Herjit Bhalla, formerly of Hershey Company, as its new India chief executive, effective April 15. The current India chief, Mohit Malhotra, will be elevated to the global CEO role. This leadership change is part of a broader trend of executive shifts seen across the consumer goods sector in the past year.
Fresh Del Monte Produce stock hits 52-week high at $40.80
Fresh Del Monte Produce Inc. (FDP) stock hit a 52-week high of $40.80, showcasing a 38.66% increase over the past year and a 14.64% gain in the last six months. InvestingPro data indicates the company is slightly undervalued with strong financial health, including a 2.09 current ratio, a 9% free cash flow yield, and a 2.97% dividend yield that has been maintained for 16 consecutive years. The company recently received court approval to acquire select assets from Del Monte Foods Corporation II Inc., reunifying the Del Monte brand, and formed a strategic partnership with Vietnam’s THACO Agri to expand global sourcing.
Kraft Heinz hits pause as Berkshire Hathaway eyes exit – what now?
Kraft Heinz has paused its planned company split, opting instead to focus on growth following a recent period of significant changes including a new CEO and Berkshire Hathaway's move to sell off its stake. The company is investing $600 million to revitalize its brands and address declining consumer interest, as investors seek a clearer strategy for sustainable volume growth. The coming months are critical for Kraft Heinz as it attempts to redefine its future amidst market shifts and the uncertainty surrounding its largest investor's actions.
Familiar face: Why food and beverage companies are bringing back former CEOs
In a period of volatility for the food and beverage industry, companies like Boston Beer, Simply Good Foods, and Hormel are re-hiring former CEOs to provide stability and leverage their proven track records. This trend is driven by a desire for trusted leadership amidst economic headwinds and changing consumer preferences. While sometimes indicative of recent struggles, bringing back a familiar face can also be a strategic move to navigate challenging market conditions or prepare a company for a future internal succession.
General Mills cuts annual sales, profit forecasts as weak consumer spending hits demand
General Mills has reduced its annual sales and profit forecasts, citing weaker consumer spending as the primary reason for the decreased demand. This move indicates that the consumer staples giant is facing headwinds due to a cautious economic environment affecting purchasing habits. The revised outlook reflects challenges in the current market for General Mills and potentially other companies in the consumer goods sector.
Smithfield Foods to Construct Packaged Meats, Fresh Pork Processing Site in South Dakota
Smithfield Foods announced plans to construct a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. This expansion aims to enhance the company's production capabilities for various pork products, including bacon, sausage, and hams. The new facility will support Smithfield's three key segments: Packaged Meats, Fresh Pork, and Hog Production.
Broadridge Financial Solutions, Inc. $BR Position Lowered by Aberdeen Group plc
Aberdeen Group plc reduced its stake in Broadridge Financial Solutions (BR) by 8.7% in Q3, now holding 138,711 shares valued at $32.94 million. This comes after Broadridge beat Q3 earnings expectations and provided strong FY2026 guidance. Notable insider selling also occurred, with a VP and a Director selling shares.
The Household Brand Behind Walmart's Great Value Bakery Products
Walmart's Great Value bakery items, such as Danishes and cinnamon rolls, are often produced by major food manufacturers, with the J.M. Smucker Company being a key supplier. This connection was revealed through a recall in 2024 for plastic contamination in Great Value products. Other brands like Sara Lee Bakery (now Bimbo Bakeries) and Flowers Foods have also supplied Great Value products, highlighting Walmart's strategy of partnering with established manufacturers for its private-label goods.
Fresh Del Monte Produce (FDP) Q4 Earnings Report Preview: What To Look For
Fresh Del Monte Produce (FDP) is set to release its Q4 earnings this Wednesday. Analysts expect revenue to be flat year-on-year at $1.01 billion and adjusted earnings at $0.28 per share. Despite missing revenue estimates in five of the last eight quarters, investor sentiment in the perishable food segment has been positive, with FDP's stock up 9.5% recently.
Campbell Soup Co.: How a 155-Year-Old Icon Is Rebuilding Its Power Brand for the Next Grocery War
Campbell Soup Co. is strategically reinventing its brand by focusing on data-driven innovation, premiumization, and key acquisitions to stay relevant in a highly competitive grocery market. The company is evolving its classic soup portfolio with better-for-you formulations and expanding into snacks and convenient meals, leveraging its strong brand equity and multi-tier strategy to appeal to modern consumers. This approach aims to drive growth and improve margins, making Campbell a more dynamic player in the consumer goods sector beyond its foundational soup products.
Hormel Taps Hershey Veteran To Tackle Supply Chain And Margin Pressures
Hormel Foods has appointed Will Bonifant, a Hershey veteran, as Chief Supply Chain Officer to address supply chain efficiency and input cost volatility. This strategic hire aims to tackle margin pressures and operational disruptions, leveraging Bonifant's extensive global experience in procurement, plant operations, logistics, and engineering. Investors will be watching for improvements in cost control, inventory management, and overall operational efficiency as a result of this leadership change.
Berkshire CEO Abel praises Kraft Heinz for turnaround on planned split
Berkshire Hathaway's new CEO, Greg Abel, has endorsed Kraft Heinz's decision to halt the planned separation of Kraft from Heinz. This move reverses a merger Warren Buffett helped orchestrate in 2015. Berkshire Hathaway, the largest shareholder of Kraft Heinz, supports the new CEO Steve Cahillane's decision to strengthen Kraft Heinz's ability to compete.
THE FRIDAY 5: Former Walmart Exec Takes Over as Kroger CEO; Boar’s Head Bounces Back From Foodborne Crisis
This article, "The Friday 5", details key news and trends in the food retail industry. It covers Kroger's new CEO appointment, Boar's Head's recovery from a listeria outbreak, strong financial results for Ahold Delhaize, leadership changes at Target, and executive restructuring at J.M. Smucker.
Kraft Heinz faces class action over ‘naturally flavored’ Country Time lemonade
Kraft Heinz is being sued in a class action lawsuit alleging false advertising of its Country Time lemonade products. Plaintiffs claim the products are marketed as "No Artificial Flavors" and "Naturally Flavored" but contain artificial ingredients like citric acid and maltodextrin that impart flavor. Consumers allegedly paid a premium based on these misrepresentations and would not have purchased the product or would have paid less had they known the true nature of the ingredients.
Wealthfront Advisers LLC Buys 9,031 Shares of Broadridge Financial Solutions, Inc. $BR
Wealthfront Advisers LLC significantly increased its stake in Broadridge Financial Solutions (NYSE:BR) by 85.9%, acquiring an additional 9,031 shares to hold a total of 19,544 shares valued at $4.655 million. This increase occurred in Q3 as Broadridge reported strong Q4 earnings, beating estimates, and provided positive FY2026 guidance. Despite some analysts lowering price targets, the consensus remains a "Moderate Buy" for the stock.
Spain’s ASF Trade Disruption Hitting Pilgrim’s UK Sales
An African Swine Fever (ASF) outbreak in Spain has disrupted European pork trade flows, creating a glut in the UK market and negatively impacting Pilgrim’s Pride Corp.'s foreign performance. Spain, a major pork producer, was banned from exporting to China due to ASF, diverting significant volumes to Europe, particularly the UK. This oversupply has affected Pilgrim’s Pride’s Richmond brand, leading to price pressures.
The Truth About Conagra Brands Inc: Why Everyone Is Sleeping On This Grocery Giant
This article examines Conagra Brands Inc. (CAG), highlighting its ubiquitous presence in American households through various grocery staples. It discusses whether Conagra's stock is a worthwhile investment, emphasizing its stability as a "cash-flow king" in the consumer staples sector rather than a high-growth "moonshot rocket." The piece also touches on Conagra's brand power in the age of viral trends and contrasts it with competitors, ultimately labeling it a "utility play for your stomach" for long-term, low-drama investors.
The Truth About Conagra Brands Inc: Why Everyone Is Sleeping On This Grocery Giant
Conagra Brands Inc. (CAG) is highlighted as a stable, yet often overlooked, grocery giant that consistently performs due to recurring demand for its diverse portfolio of everyday food items. The article asserts that while it may not offer "moonshot returns," it provides steady revenue and dividends, making it attractive for long-term, low-drama investors seeking stability over viral hype. It contrasts Conagra's consistent performance and budget-friendly appeal with high-beta tech stocks and competitors, positioning CAG as a reliable anchor in a portfolio.
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.
SPHD ETF 52-Week Price Analysis
The SPHD ETF is currently trading near its 52-week high, with a range of $43.39 to $52.38, and the latest trade at $52.36. This article provides technical analysis tools for investors and explains the ETF trading mechanism, emphasizing the importance of monitoring inflows and outflows. It also includes related analyst ratings and news for Conagra Brands (CAG), with UBS raising its price target to $20.
Kraft-Heinz Shelves Planned Split, Keeps Oscar Mayer For Now
Kraft Heinz has announced it is pausing a previously planned split of the company, which would have separated grocery staples including the Oscar Mayer brand. CEO Steve Cahillane stated the decision was made to focus resources on returning the business to profitable growth. The company plans to invest $600 million in marketing, sales, R&D, product superiority, and select pricing.
MAHA Center's Privately Funded Super Bowl Ad: A Landmark Moment for the Real Food Movement
The MAHA Center, a privately funded non-profit, aired a Super Bowl LX ad featuring Mike Tyson promoting "real food" and sparking a national conversation about processed foods. The ad generated millions of impressions and led to a nationwide campaign, emphasizing the organization's mission to improve American health by advocating for dietary changes in line with updated guidelines. This initiative highlights the center's commitment to independent advocacy, separate from government funding, to address rising rates of obesity and pre-diabetes among American youth.
The Marzetti Co. appoints new board member
The Marzetti Co., known for brands like Sister Schubert and New York Bakery, has appointed Greg Hughes to its board of directors. Hughes, currently the president and CEO of Suntory Global Spirits, brings extensive experience in leading food and beverage companies, including previous roles at Kraft and Bel Brands. His expertise in marketing, brand development, and operational excellence is expected to support The Marzetti Co.'s growth strategy.
Proposed Kraft Heinz Split Paused
Kraft Heinz has called off its plans to split into two separate companies. The proposed breakup, announced in September, aimed to let each new entity focus on its core products following years of slumping sales. However, worsening sales have made the spinoff less attractive to investors.
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.
Kraft Heinz’s CEO Signed On for a Breakup. Now He Has a Plan to Keep It Together.
Kraft Heinz is abandoning its plans to split into two separate businesses. Instead, CEO Steve Cahillane will focus on investing hundreds of millions in marketing and product development to drive growth starting in 2027, as the company has struggled with declining demand for some of its well-known products.
