Simply Good Foods

Business

Analysts Split on Simply Good Foods as Leadership Shift and Brand Strategy Take Center Stage

Simply Good Foods Company (NASDAQ:SMPL) finds itself at a crossroads, with Wall Street analysts offering divergent views. While Morgan Stanley maintains a cautious 'Hold', Stifel Nicolaus has issued a bullish 'Buy', citing the strategic return of CEO Joe Scalzo and the company's financial flexibility as key drivers for optimism.

Feb 5, 2026

Business

Simply Good Foods: A Snack Stock on Sale, or a Value Trap?

Shares of Simply Good Foods (SMPL) have tumbled over 50% in the past year, starkly contrasting with its steady profitability. With a fair value estimate pointing to significant upside, investors are debating whether this is a rare buying opportunity or a sign of deeper challenges in the health snack sector.

Feb 4, 2026

Business

Whole Foods Phases Out Palm-Scan Payments Nationwide After Low Customer Adoption

Amazon is removing its biometric palm payment scanners from all Whole Foods stores by early June, citing limited customer use. The company will delete all stored customer data associated with the service.

Feb 3, 2026

Business

J&J Snack Foods Set to Report Q4 Earnings Amid Shifting Consumer Appetites

As J&J Snack Foods prepares to release its quarterly results, investors are weighing stable analyst expectations against a backdrop of mixed performance in the shelf-stable food sector.

Feb 2, 2026

Business

Nomad Foods: A Deep Value Trap or a Misunderstood Opportunity?

After years of share price decline, Nomad Foods (NOMD) appears deeply undervalued by traditional metrics. But does the market know something the models don't? We examine the numbers and the narratives behind the frozen food giant's valuation.

Jan 30, 2026

Business

Westcap Bets on Wellness Boom with Strategic Investment in Canadian Sports Nutrition Leader Fit Foods

Venture capital firm Westcap has taken a stake in Fit Foods, a major Canadian producer of sports supplements, signaling strong investor confidence in the growing health and performance nutrition sector.

Feb 5, 2026

Business

United Natural Foods: A Deep Value Play or Value Trap?

United Natural Foods (UNFI) shares have staged a notable rebound, climbing nearly 30% over the past year. Yet, a closer look at valuation metrics suggests the stock may still be trading at a significant discount. We examine the cash flow and market positioning behind the numbers.

Feb 3, 2026

Business

Tyson Foods Posts Strong Q1 Sales, Navigates Beef Headwinds with Strategic Closures

Tyson Foods reported a 6.2% increase in Q1 2026 sales to $14.3 billion, driven by robust demand for protein. While the Chicken and Prepared Foods segments showed strength, the company is restructuring its Beef operations, closing one plant and scaling back another, to align with a constrained cattle supply outlook.

Feb 2, 2026

Business

Cal-Maine Foods Weathers Price Normalization, Bets on Specialty Eggs with Strategic Acquisition

Stephens lowers price target on Cal-Maine Foods (CALM) citing near-term oversupply pressures, but the egg producer's long-term strategy remains focused on expanding its cage-free capacity through acquisition.

Feb 2, 2026

Business

Tyson Foods Beats Street Forecasts in Q4, but Long-Term Growth Questions Linger

Tyson Foods reported stronger-than-expected fourth-quarter revenue and profit, driven by strategic pricing and operational execution. However, analysts remain cautious as the meatpacking giant continues to navigate stagnant sales volumes and a challenging path to meaningful expansion.

Feb 2, 2026

Business

Tyson Foods Stock Surges: Is the Meat Giant Still a Bargain at $65?

Tyson Foods shares have rallied over 12% this year, pushing its price toward $65. But a deep dive into valuation metrics reveals a complex picture: while a cash flow model suggests significant upside, its lofty P/E ratio tells a cautionary tale. Investors are left weighing growth expectations against current premiums.

Feb 2, 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

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

FASB Re-Engages on Goodwill Accounting Overhaul, Weighing Amortization and Simplification

The U.S. accounting standards setter is once again tackling the long-debated rules for goodwill impairment, with board members considering a shift toward amortization amid calls from companies to reduce complexity and cost.

Feb 4, 2026

Goodyear to Shutter Findlay Mold Plant, Cutting 85 Jobs in Ohio Consolidation Move

Goodyear Tire & Rubber is closing its Tall Timbers mold manufacturing facility in Findlay, Ohio, by March 31, eliminating 85 positions as it consolidates U.S. molding operations to a single site in North Carolina.

Feb 4, 2026

Business

Cal-Maine Foods: A Deep-Value Play in the Egg Aisle?

As egg prices normalize from historic highs, Cal-Maine Foods (CALM) stock has pulled back sharply. Some value investors argue the market has overcorrected, pointing to a rock-bottom P/E ratio, a transformative acquisition, and a fortress balance sheet as reasons for a potential rebound.

Feb 4, 2026

Business

Insider Confidence: Maple Leaf Foods CEO Michael McCain's Stake Rises as Shares Gain

Maple Leaf Foods Inc. (TSE:MFI) sees its top executive's holdings increase in value following a weekly share price gain, highlighting significant insider ownership and its implications for corporate governance and investor sentiment.

Feb 4, 2026

Business

JPMorgan Lifts Tyson Foods Price Target to $67 Amid Mixed Outlook

JPMorgan has increased its price target for Tyson Foods (TSN) to $67, up from $63, while maintaining a Neutral rating. The adjustment follows the company's latest earnings, which highlighted persistent struggles in its beef segment alongside brighter spots in other divisions.

Feb 4, 2026

Business

Nichirei Foods Bets Big on US Market with $105 Million Arkansas Frozen Food Plant

Japanese food giant Nichirei Foods is investing heavily in its US subsidiary, InnovAsian Cuisine, to construct a major manufacturing facility in Jonesboro, Arkansas. The move aims to capitalize on growing demand for frozen Asian meals and is set to create approximately 200 local jobs.

Feb 4, 2026

Business

Tyson Foods Stock: Analysts See Value Despite Market Underperformance

While Tyson Foods' shares have trailed the S&P 500 over the past year, a recent analyst upgrade and a 'Moderate Buy' consensus signal Wall Street's belief in the protein giant's long-term turnaround story, even amid mixed quarterly results.

Feb 4, 2026