Tag: retail pricing strategy

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.

Smucker Becomes the Poster Child for Packaged Food

Smucker stock has plunged to decade-lows after a bruising earnings miss and nearly $2B in impairment charges tied to its Hostess buy. With profits set to drop again, investors are questioning the company’s strategy.