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Nightmare at Nestlé: The world's biggest food company faces a reckoning
BusinessLine· 2025-09-18 07:10
At a global meeting for Nestlé SA staff on Wednesday, new Chief Executive Officer Philipp Navratil kept it brief. He acknowledged challenges facing the world’s largest food company, praised its global presence and brands, and promised to return soon with a plan on how to revive a sluggish performance.The broadcast for the virtual event, dubbed “All Hands,”  finished almost half an hour early.Investors, frustrated with the strategic direction of the Swiss company, may welcome someone who forsakes long meeti ...
Barry Callebaut debt must come down, CEO says
Reuters· 2025-09-18 06:30
公司财务策略 - 全球顶级巧克力生产商百乐嘉利宝必须减少债务并正致力于实现这一目标 [1] - 首席执行官Peter Feld在周四发布的采访中确认公司正在推进债务削减工作 [1]
Wild Calf Caffé Latte Wins Retailer's Choice Award at Newtopia Now 2025
Globenewswire· 2025-09-17 18:39
Denver, CO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Inspired Functional Brands, Inc. (IFB), a formulator, developer and marketer of innovative functional foods and beverages located in Greenwood Village, Colorado, announced today that its Wild Calf® brand Caffé Latte had been awarded the Retailer’s Choice Award at the recent Newtopia Now 2025 event in Denver. Sponsored by SPINS, the Retailer Choice award recognizes the most innovative new CPG product as determined by the 1,500 retail buyers who attended this yea ...
Cofounder Jerry Greenfield leaves Ben & Jerry’s over political dispute
Yahoo Finance· 2025-09-17 17:45
Jerry Greenfield, cofounder of Ben & Jerry’s, is leaving the iconic ice cream brand he started in 1978 with pal Ben Cohen, after ongoing political disputes with British parent company Unilever. Most Read from Fast Company “After 47 years, Jerry has made the difficult decision to step down from the company we built together,” Cohen wrote on X. “I’m sharing his words as he resigns from Ben & Jerry’s. His legacy deserves to be true to our values, not silenced by @MagnumGlobal.” Cohen ended the social media ...
The Kraft Heinz Company (KHC): A Bull Case Theory
Yahoo Finance· 2025-09-17 17:20
公司分拆计划 - 卡夫亨氏宣布分拆为全球风味提升公司GTE和北美杂货公司NAG 旨在解决2015年合并后近十年股价表现不佳的问题[2] - GTE将继承亨氏 费城奶油奶酪 通心粉和奶酪等全球酱料和耐储藏品牌 2024年收入达154亿美元 调整后EBITDA为40亿美元 利润率26%[3] - NAG将运营奥斯卡梅尔 Lunchables Jell-O和Capri Sun等北美品牌 2024年收入104亿美元 EBITDA23亿美元 利润率略高于20%[3] 财务与估值指标 - 截至9月8日公司股价为26.90美元 追踪市盈率22.43倍 远期市盈率9.94倍[1] - 分拆后两家公司将保持投资级信用评级 且分拆对股东免税 GTE尚未任命CEO而Carlos Abrams-Rivera将领导NAG[4] - 伯克希尔哈撒韦持有公司27%股份 显示沃伦·巴菲特持谨慎乐观态度[4] 历史经营问题 - 公司曾因3G零基预算的激进成本削减方法导致关键品牌投资不足 2019年发生154亿美元减值并削减股息[2] - 面临结构性阻力包括健康饮食趋势 GLP-1减肥药增长以及价格敏感消费者转向自有品牌替代品[2] - 尽管利润率稳定但收入增长停滞 自2025年4月覆盖以来股价下跌约8.7%[5] 分拆战略价值 - 分拆简化运营使各业务专注于增长轨迹不同的更少品类 GTE有望实现中等个位数增长[3] - NAG提供稳定自由现金流和强劲股息 增长与通胀保持一致[3] - 重组为资本配置和品牌投资提供更清晰路径 可能释放股东隐藏价值[4][6]
Coffee Drinkers In For A Jolt As Tariff Repercussions Begin To Affect Prices
Yahoo Finance· 2025-09-17 17:01
Your morning cup of joe just got a lot more expensive. Retail coffee prices were up almost 21% in August from the year before, according to the Bureau of Labor Statistics. Tariffs are one of the most significant factors driving this price hike, says CNN. According to data platform Statista, the U.S. is the world's largest importer of coffee. In 2024, the U.S. imported nearly $9 billion worth of coffee beans The National Coffee Association says that 99% of coffee consumed in the U.S. isn't grown there, as ...
General Mills signals increased confidence in strategy as innovation drives 25% growth in new product volumes (NYSE:GIS)
Seeking Alpha· 2025-09-17 16:54
Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts The earnings call insights are compilations of earnings call transcripts ...
Ben & Jerry's is now just…Ben
Youtube· 2025-09-17 16:20
公司治理变动 - 联合创始人Jerry Greenfield在任职近50年后退出公司 因与母公司联合利华存在理念冲突[1] - 联合利华正在将其冰淇淋业务分拆为独立公司Magnum Ice Cream Company[3] 品牌价值观冲突 - 品牌长期关注社会活动 但母公司被指在全球议题上压制品牌发声[2] - 2021年公司宣布停止在以色列占领的西岸地区销售导致双方紧张关系升级[2] - 联合利华表示不认同创始人观点 试图通过建设性对话强化品牌价值定位[3] 历史协议与独立性 - 2000年与联合利华的合并协议原本旨在保护公司独立性[2] - 创始人强调品牌不仅是冰淇淋更是传播爱与推动社会公平正义的载体[3]
Fed expected to cut rates, President Trump's state visit to the UK
Youtube· 2025-09-17 15:21
Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Wednesday 17th September.Coming up on the show, the Fed is widely expected to cut interest rates later today. The big question, how many more cuts for 2025. China has told tech firms to stop buying Nvidia's AI chips.That's according to the FT. And the UK and US sign a 42 billion dollar tech pact to mark President Trump's state visit. So grab your coffee and let's own the morning.The Fed is o ...
Glanbia to sell Slimfast US to Heartland Food Products group of US
Reuters· 2025-09-17 14:28
公司交易 - 爱尔兰营养补充剂制造商Glanbia同意将其体重管理品牌SlimFast美国业务出售给Heartland Food Products Group [1] - 交易金额未披露 [1]