Post’s Long-Term Outperformance Seems at Risk

Post Holdings has long defied gravity in packaged foods – but even its stellar acquisition record can’t outrun cereal’s decline. As M&A slows, investors are asking: has Post finally met its match?

Investors Have Lost Faith in Conagra and the Industry

Conagra’s stock plunge reveals deep investor doubts about the packaged food sector’s ability to navigate inflation, tariffs, and margin pressure. With volume and pricing power eroding, the industry may be facing a new, uncomfortable normal.

FI Fast Break audio news: Aug. 28, 2024

The latest FI Fast Break news podcast discusses another noteworthy bankruptcy filing in the restaurant sector.

Investors Are Waiting for Consumers to Trade Down (or Not)

In the face of inflation, the U.S. consumer has shown impressive resilience. As a result, branded food manufacturers posted strong pricing-driven profit growth in 2022, and stocks in the sector rose sharply even in a …

COLUMN: Resilient Consumers Aren’t Going Anywhere – Yet

With price hikes easing and food company earnings strong, it appears resilient consumers aren’t going anywhere – yet.

The Future of AI and the Food Industry

The future of the food industry is coming into focus as artificial intelligence (AI) grows increasingly popular.

Analysis: ‘Value’ Food Manufacturers Positioned Well for Recession

In the U.S., inflation has been running above 5% since the middle of 2021. For packaged foods players, input cost increases have been even higher. Yet, at least so far, even the companies on the …