For Hain Celestial, The Debt Has Come Due

Once a natural foods juggernaut, Hain Celestial is now a cautionary tale of over-acquisition and underperformance. After a decade of turnarounds, the cupboard of fixes appears bare, and time is running out.

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 Can’t Get Much More Impressed With Costco

Costco has emerged as a clear winner of today’s difficult macroeconomic environment, enjoying 7.3% same-store sales growth over the year. The club store’s aggressive strategy to expand to 20 more markets indicate it will only get bigger.

For Oatly, Execution Has Been the Biggest Problem

Once valued at over $15 billion, Oatly’s market capitalization has plummeted by 98% due to poor execution in expanding production and mounting financial losses. Its sluggish growth in plant-based products makes Oatly’s future murky, according to FI’s resident stock expert.

Packaged Foods Stocks Struggle with Inflation—and Investors

Packaged food stocks experienced a banner year in 2022. The five biggest manufacturers—General Mills, Kraft Heinz, Campbell Soup, Kellogg, and Conagra Brands—on average returned 22% including dividends. On the same basis, the Standard & Poor’s …

Investors See Tough Times Ahead for Fast Casuals

It’s difficult to project how the fast-casual industry will perform in a recession. The current version of the industry hasn’t really seen one. To be sure, the fast-casual concept predates the financial crisis of the …