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?
Tag: J.M. Smucker
CPG Giants Pledge to Remove Food Dyes
Over the past few weeks, CPG giants have pledged their support in removing select artificial food dyes in an apparent bid to align their practices with the U.S. Department of Health and Human Services and …
News Roundup (November 1, 2024): Who’s Been Eating 80,000 Uncrustables?
Investors See Weak Earnings in Packaged Food as an Opportunity
The tough economic environment lately seems concentrated among lower-income consumers. Executives at Campbell and McCormick have pointed to particular weakness with that group.
Split Decision: Kellogg’s Future Murky After Morphing into Two Companies
During the financial crisis of 2008-09, the idea of a “bad bank” came into vogue. With financial institutions worldwide weighed down by non-performing mortgages, industry professionals argued that the proper path was to simply move …
How Food Businesses are Fighting Inflation
The Federal Reserve raised its median forecast for inflation this year, projecting consumer prices will rise 3.4% in the fourth quarter compared to a year prior. Since the pandemic began, grocery bills have gone up 8%-9% …