AJ_Watt/E+ via Getty Images Synopsis Mama’s Creations (NASDAQ:MAMA) specializes in the manufacturing and marketing of fresh deli-prepared foods. MAMA’s historical revenues have shown robust year-over-year growth. Additionally, its 2024 margins improved significantly as compared to 2023. For its latest 4Q24 result, strong top-line growth was driven by higher volume. Looking ahead, the changing consumer preference…
Bartolome Ozonas Investment Thesis B&G Foods, Inc. (NYSE:BGS) has been on a downward trajectory, losing about 64.30% over the last three years and underperforming the S&P 500 by a margin of 85.67%. Seeking Alpha I largely attribute the company’s dismal performance to its poor financial health characterized by net losses and a high debt burden….
Stryve Foods, Inc. (NASDAQ:SNAX) Q4 2023 Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants Luke Weil – Chairman-Andina Acquisition Corp. IIIChristopher Boever – Chief Executive OfficerAlex Hawkins – Chief Financial Officer Conference Call Participants Alex Fuhrman – Craig-HallumMike Grondahl – Northland Securities Operator Good afternoon, ladies and gentlemen, and welcome to Stryve…
Maryna Auramchuk/iStock via Getty Images The shell egg world is a delicate juggle between supply and demand dynamics. Just after Easter, USA’s largest shell egg producer and distributor, Cal-Maine Foods, Inc. (NASDAQ:CALM), will release its Q3 2024 Earnings results. Results will be positively influenced by the average egg price, which has shown an upward trend…
Jollibee Foods Corporation (OTCPK:JBFCF) Q4 2023 Results Conference Call March 15, 2024 4:00 AM ET Company Participants Carissa Mangubat – Regis Partners Richard Shin – Chief Financial Officer Cossette Palomar – Investor Relations Carissa Mangubat Okay. Good afternoon, everyone. Welcome to the Fourth Quarter and Full Year 2023 Earnings Results Call for Jollibee Foods Corporation….
Miguel Alvarez/iStock via Getty Images Introduction When the interest rates on the financial markets are low a “buy and build” strategy based on M&A makes a lot of sense. That’s exactly how Nomad Foods (NYSE:NOMD), a leader in frozen meals and frozen food, operated. Of course the increasing interest rates in the past few years…
Nomad Foods Limited (NYSE:NOMD) Q4 2023 Earnings Conference Call February 29, 2024 8:30 AM ET Company Participants Amit Sharma – Head, Investor Relations Stefan Descheemaeker – Chief Executive Officer Samy Zekhout – Chief Financial Officer Conference Call Participants John Baumgartner – Mizuho Securities Steve Powers – Deutsche Bank Rob Dickerson – Jefferies Jon Tanwanteng –…
US Foods Holding Corp. (NYSE:USFD) Q4 2023 Earnings Conference Call February 15, 2024 9:00 AM ET Company Participants Mike Neese – Senior Vice President of Investor Relations David Flitman – Chief Executive Officer Dirk Locascio – Executive Vice President & Chief Financial Officer Conference Call Participants Lauren Silberman – Deutsche Bank Brian Harbour – Morgan…
bigtunaonline/iStock via Getty Images As much as I wish I could say that I had a perfect track record when it came to pointing out attractive investment opportunities, that would be a lie. Nobody, not even the great Warren Buffett, has a perfect track record. One firm that I came out bullish on back in…
NoDerog Americans love their eggs. I guess I always knew that, as one trip to a breakfast-centric diner shows a lot of eggs, hash browns, and toast being slung around. But the data suggests the average American eats 279, or more, eggs per year. So they don’t just like eggs, they really, really like eggs….
The Simply Good Foods Company (NASDAQ:SMPL) Q1 2024 Earnings Conference Call January 4, 2024 8:30 AM ET Company Participants Mark Pogharian – Vice President of Investor Relations Geoff Tanner – CEO, President & Director Shaun Mara – Chief Financial Officer Conference Call Participants Matt Smith – Stifel Pamela Kaufman – Morgan Stanley Steve Powers –…
zencreation/iStock via Getty Images After a massive surge in egg pricing in 2022, Cal-Maine Foods, Inc. (NASDAQ:CALM) stock enjoyed an incredible bounce. We cautioned investors to sell the stock in December 2022. While shares trickled a bit higher from that call, shares began to reset shortly into 2023. Shares have crept up in the last…
minoandriani/iStock via Getty Images Investment Thesis Lifeway Foods, Inc. (NASDAQ:LWAY) is an American health food company headquartered in Morton Grove, Illinois. In this thesis, I will analyze its third-quarter results and its future growth prospects. I will also be analyzing its valuation at current price levels and its upside potential. I believe it has managed…
Jacobs Stock Photography Ltd Nomad Foods (NYSE:NOMD) is one of the leaders in frozen food products in the European Union and the UK. The company’s brands command an upper 30% market share in several European markets in the fish and vegetables category, and its products are premium priced as much as 20%. Last year in…
fadfebrian/iStock via Getty Images Nomad Foods (NOMD) manufactures and distributes frozen foods in Europe with a focus on countries such as the United Kingdom, Italy, and Germany. The company sells through brands such as Findus, Birds Eye, Iglo, Frikom, and Ledo. Around 40% of the company’s revenues come from fish products, 20% from vegetables, 10%…
primeimages Introduction In September, I wrote an article on SA about fruit and vegetable company Seneca Foods (NASDAQ:SENEA) (NASDAQ:SENEB) in which I said that the next two quarters could be challenging due to rising inventories and that high debt levels were starting to become a serious issue. On November 9, Seneca Foods released its financial…
Hormel Foods Corporation (NYSE:HRL) Q4 2023 Earnings Conference Call November 29, 2023 9:00 AM ET Company Participants David Dahlstrom – Director of Investor Relations Jim Snee – Chairman of the Board, President and Chief Executive Officer Jacinth Smiley – Executive Vice President and Chief Financial Officer Deanna Brady – Executive Vice President, Retail Conference Call…
digicomphoto/iStock via Getty Images The Kings are down but not out Continuing with more fairly priced dividend kings and aristocrats at decade-high yields, today we have Hormel Foods Corporation (NYSE:HRL). The risk-free rate of “free” short-term money has clobbered this group. While interest in bank accounts and money market funds is hardly free [the principal…
Thomas Barwick Investment thesis Our current investment thesis is: UNFI has achieved healthy growth in the last decade but this has seemingly come at the expense of margins, a poor trade-off in our view. This has made the business less attractive to investors but also contributed to the business being (partially) oversold. Investors understand that…
Juanmonino/iStock Unreleased via Getty Images Investment thesis Our current investment thesis is: Hormel owns a wide variety of food brands, providing a broad range of services and benefiting from a vertically integrated business model. This gives the company a highly diversified revenue profile. The company has the potential to benefit from improved growth, with product…
High Liner Foods Incorporated (OTCPK:HLNFF) Q3 2023 Earnings Conference Call November 9, 2023 10:00 AM ET Company Participants Kimberly Stephens – Vice President, Finance Paul Jewer – Interim Chief Executive Officer & Chief Financial Officer Anthony Rasetta – Chief Commercial Officer Conference Call Participants Kyle McPhee – Cormark Securities, Inc. Nevan Yochim – BMO Capital…
Flowers Foods, Inc. (NYSE:FLO) Q3 2023 Earnings Call Transcript November 10, 2023 8:30 AM ET Company Participants J.T. Rieck – Executive Vice President of Finance and Investor Relations Ryals McMullian – Chairman, President and Chief Executive Officer Steve Kinsey – Chief Financial Officer Conference Call Participants Bill Chappell – Truist Securities Stephen Powers – Deutsche…
Yulia Molodovskaya /iStock via Getty Images Investment Thesis After a fantastic Q2, Lifeway Foods (NASDAQ:LWAY) skyrocketed over 100% YTD. I wanted to take a look at the company’s financials to see if it is warranted. The company’s major expansion in gross margins was seen as a very positive development and contributed to the company’s doubling…
EllenMoran The TSN Investment Thesis Appears To Be Less Than Promising Here Tyson Foods (NYSE:TSN) is a company that requires no introductions, with many American families likely enjoying some of their meats from time to time, while picking up their offerings at multiple retailers, such as Walmart (WMT) or Target (TGT). TSN has also went…
SondraP/E+ via Getty Images Stable prospects for Nomad Foods (NYSE:NOMD) on the back of an increase in A&P investments, steady growth in Europe’s frozen food market along with opportunistic expansion to new markets through a combination of inorganic and organic strategies. Their valuation appears fair. Company Overview Nomad Foods is Europe’s leading frozen foods company…
champc Introduction Seneca Foods (NASDAQ:SENEA) (NASDAQ:SENEB) is a U.S. fruit and vegetable processor that popped on my radar screen following strong Q1 FY24 results as net sales rose by 12.6% while net income more than quadrupled to $23.1 million. However, this performance doesn’t seem sustainable as the financial results benefited from higher selling prices as…
Hitra Bridgford Foods Corporation (NASDAQ:BRID) has recently seen a pullback in shares over the past year due to stagnant guidance. I believe that Bridgford is a buy due to the firm’s solid balance sheet amid macro headwinds, distribution expansion resulting in greater long-term FCF, and undervaluation assuming my DCF figures. Business Overview Bridgford Foods Corporation,…
Scott Olson Introduction As a dividend growth investor, I focus on discovering new chances for investments in assets that generate income. Whenever I come across appealing options, I frequently bolster my current holdings. A year ago, I analyzed the shares of Tyson Foods (NYSE:TSN) and rated them a BUY. Obviously, I was wrong, as in…
Heidi Patricola/iStock via Getty Images Eggs are an essential part of every economy. It’s an essential part of people’s diet, in both good times and bad. During good times, we think of cakes, croissants, and rich eggy foods. In times of hardship – boiled, scrambled, or an addition to instant noodles. The price of eggs…
Thomas Barwick US Foods Holding (NYSE:USFD) is a company that sells food through restaurants, hospitals, nursing homes, hotels, and other venues. As the company holds a sizable amount of debt and has a trailing P/E -ratio of 30, I believe the stock is worthy of a sell-rating. The Company USFD provides venues with food items,…