Foodservice Distribution

Business

PepsiCo Deepens Energy Drink Ambitions with Expanded Celsius Partnership, Adds Alani Nu to Distribution Network

PepsiCo is tightening its grip on the fast-growing energy drink sector by expanding its strategic partnership with Celsius Holdings and integrating Alani Nu into its U.S. distribution system. This move signals a coordinated push to challenge category leaders Monster and Red Bull through enhanced retail execution and portfolio synergy.

Feb 5, 2026

Business

McKesson Raises Full-Year Outlook on Strong Q3 Performance, Fueled by Oncology and GLP-1 Drug Distribution

Healthcare distribution giant McKesson reported robust fiscal third-quarter results, with double-digit growth in revenue and earnings. The company raised its full-year guidance, citing strength in its oncology services and the booming distribution of GLP-1 medications.

Feb 5, 2026

Business

Post Holdings' Foodservice Strength Signals a Subtle Shift in Capital Strategy

Amid mixed quarterly results, Post Holdings' growing Foodservice and Refrigerated Retail momentum is prompting investors to reconsider the company's traditional playbook of M&A and buybacks, raising questions about its future capital allocation priorities.

Feb 5, 2026

Business

NetEase Cloud Music Strikes Major Deal with Universal Music Group, Gaining Distribution Rights and Vowing to Boost Chinese Artists

NetEase Cloud Music has entered a multi-year strategic partnership with Universal Music Group, securing licensing and distribution rights for UMG's vast catalog in China. The deal aims to expand music access for Chinese listeners while creating new global promotion channels for domestic talent.

Jan 30, 2026

H-E-B Acquires Major North Texas Land for Distribution Hub, Fueling Speculation of Oklahoma Expansion

Texas grocery giant H-E-B has secured over 600 acres in Valley View, Texas, for a new supply chain campus, a strategic move analysts say could pave the way for its eventual entry into the Oklahoma market.

Feb 4, 2026

Business

TransDigm's Q4 Revenue Soars, But Acquisition Costs and Distribution Snags Squeeze Margins

Aerospace supplier TransDigm Group posted stronger-than-expected Q4 sales, fueled by rebounding aircraft production. However, investor sentiment turned negative as integration costs from recent buys and aftermarket channel dynamics pressured profitability, prompting a conservative near-term outlook from management.

Feb 4, 2026

Marital Trusts and Missed Distributions: A Legal Maze for Heirs

When a marital trust's assets aren't distributed as planned after the surviving spouse's death, beneficiaries can face a costly and complex legal battle to uncover the truth and claim their inheritance.

Feb 3, 2026

Business

Performance Food Group Shares Tumble After Q4 Earnings, Outlook Disappoint

Shares of food distribution leader Performance Food Group (PFGC) plunged more than 7% Thursday following a double miss on quarterly earnings and revenue, coupled with a subdued profit forecast that rattled investor confidence.

Feb 4, 2026

Business

Performance Food Group Meets Q4 Revenue Target but Stock Tumbles on Weak Guidance

Performance Food Group (NYSE: PFGC) reported fourth-quarter revenue in line with analyst forecasts, yet shares fell sharply as profit missed estimates and forward guidance underwhelmed, raising questions about growth momentum in the competitive food distribution sector.

Feb 4, 2026

Business

Sysco Stock Surges on Strong Earnings, Cramer Calls It a 'Cheap' Play

Food distribution giant Sysco saw shares jump nearly 11% after reporting better-than-expected quarterly results, prompting CNBC's Jim Cramer to highlight the stock as undervalued amid a broader market rally.

Feb 3, 2026

Business

Sysco Stock Slips as Restaurant Sector Headwinds Dampen Investor Appetite

Despite a strong quarterly market rally led by tech, Diamond Hill Capital's Large Cap Fund underperformed, citing caution on AI hype. Food distribution giant Sysco was a notable laggard in the fund's portfolio, with analysts pointing to broader concerns over consumer spending and the restaurant industry's outlook.

Feb 3, 2026

Business

Marzetti Meets Q4 Revenue Forecasts, But Profit Misses Amid Mixed Segment Performance

The Marzetti Company reported fourth-quarter revenue in line with Wall Street expectations at $518 million, though earnings per share fell short. While its foodservice segment saw growth, retail sales softened, highlighting ongoing challenges for the specialty food maker.

Feb 3, 2026

Business

Eco-Products Makes UK Debut Through Vegware Partnership, Expanding Sustainable Packaging Access

After more than 30 years in the U.S. market, sustainable packaging leader Eco-Products officially launches its full portfolio in the UK via a strategic partnership with its sister company Vegware, offering reusable, recyclable, and compostable solutions to foodservice businesses.

Feb 3, 2026

Business

Oppenheimer Holdings Announces Quarterly Dividend Amid Strong Share Price Performance

Oppenheimer Holdings (NYSE: OPY) declares a $0.18 per share dividend, set for February 27th. While the yield remains modest, the firm's robust earnings growth and low payout ratio signal a sustainable distribution policy, even as investors weigh past dividend cuts against recent stock gains.

Feb 5, 2026

Business

Kirby's Q4 Earnings Miss Sparks Analyst Scrutiny: Five Key Questions from the Call

Kirby Corporation's fourth-quarter revenue fell short of analyst forecasts, triggering a sharp sell-off. While management pointed to seasonal factors and weather delays, analysts probed deeper into persistent challenges and the path forward for the marine transportation and distribution giant.

Feb 5, 2026

Business

Sony Bets Big on Snoopy: Lays Out Multi-Platform Growth Strategy After $457M Peanuts Stake Acquisition

Sony Group has detailed ambitious plans to revitalize and expand the iconic Peanuts brand across its global music, film, and distribution networks, following its recent majority stake acquisition. The move signals a new integrated chapter for Charlie Brown and Snoopy.

Feb 5, 2026

Business

Brad Jacobs Bets Big on Building Materials: Can QXO's Roll-Up Strategy Deliver?

With a $1 billion war chest and a veteran industrialist at the helm, QXO, Inc. is embarking on an ambitious mission to consolidate the fragmented U.S. building products distribution market. We examine the bullish case, the risks, and what it means for investors.

Feb 5, 2026

Business

US Foods Hits Record Highs as Analysts Appetite for Stock Grows

Foodservice distributor US Foods (USFD) is trading at all-time highs, buoyed by strong technical momentum, bullish analyst ratings, and positive earnings revisions, despite some valuation concerns.

Feb 4, 2026

Business

BetMGM Delivers Record $2.8B Revenue, Begins Payouts to MGM and Entain as JV Turns Profitable

The sports betting and iGaming joint venture BetMGM reported a dramatic financial turnaround for fiscal 2025, posting $2.8 billion in revenue and $220 million in EBITDA. The company has initiated capital returns to its parent firms and forecasts further growth for 2026, setting the stage for increased distributions to shareholders like Entain.

Feb 4, 2026

Business

IAC Charts Post-AI Publishing Path as Digital Revenue Climbs, MGM Stake Grows

IAC closed a 'solid' year with digital revenue growth at its People Inc. division, even as core web traffic declines. Executives outlined a strategic pivot towards off-platform distribution and brand extensions to counter AI-driven search disruption, while increasing its stake in MGM and halting quarterly guidance.

Feb 4, 2026