Core Message - Nutri-Grain has launched the "Not Sorry" campaign featuring reality TV stars known for their unapologetic personas, promoting a message of confidence and self-acceptance in snack choices [1][2]. Group 1: Campaign Details - The campaign features Chris Hughes, Cirie Fields, and Aesha Scott, who deliver humorous "apologies" for their past actions, emphasizing that they have nothing to be sorry for [1]. - Nutri-Grain's new branding highlights its upgraded nutrition profile, now including 10 grams of whole grains and 10 essential vitamins and minerals, aligning with modern lifestyle needs [2]. - The campaign aims to engage audiences through snackable videos on social media, encouraging discussions about unapologetic choices and personal experiences [3]. Group 2: Product Information - Nutri-Grain's updated product lineup includes popular flavors such as Strawberry, Blueberry, and Apple Cinnamon, which are now available nationwide [4]. - The brand positions itself as a satisfying and nutritious snack option that consumers can feel good about choosing [2]. Group 3: Company Overview - Kellanova, the parent company of Nutri-Grain, is a leader in global snacking and has a legacy of over 100 years, with net sales of approximately $13 billion for 2024 [5]. - The company's vision is to become the world's best-performing snacks-led powerhouse, focusing on differentiated brands and sustainable practices [5][6].

Company Overview - Kellanova is a leader in global snacking, international cereal and noodles, and North America frozen foods, with a legacy of over 100 years [6] - The company's vision is to become the world's best-performing snacks-led powerhouse, focusing on unleashing the potential of its differentiated brands [7] - Kellanova reported net sales of $13 billion for 2024 [7] Product Launch - Cheez-It has introduced a custom tunnel walk outfit named Cheez-Fitz, designed by stylist Brittany Hampton and worn by professional basketball player Rickea Jackson [1][2] - The Cheez-Fitz collection features a windbreaker and pants with Cheez-It inspired details, including cracker detailing and a protective pocket for snacks [3] - The collaboration aims to blend sport, style, and the Cheez-It brand, allowing fans to express their love for the snack through fashion [5] Marketing Strategy - The 'Tunnel Fits' phenomenon has seen a significant rise, with searches more than doubling in the last six months, indicating a growing trend in sports fashion [1] - Fans will have two opportunities to purchase Cheez-Fitz pieces on July 17 and July 24, 2025, enhancing engagement with the brand [4] - The collaboration is positioned as a fearless expression of fandom and style, appealing to both basketball fans and Cheez-It enthusiasts [5]

Acquisition & Strategy - Ferrero 以 31 亿美元的价格收购 Kellogg，标志着该公司财富的转变 [1] - 该公司的财富与含糖零食密切相关 [1]

U.S. Corn Flakes Creator Kellogg Bought By Italian Candy Maker Ferrero For $3.1 Billionhttps://t.co/UcScLcYgvz https://t.co/WSwE8PVJFS ...

Ferrero agreed to acquire Kellogg for an enterprise value of $3.1 billion, pushing the Italian family-owned candy business further into the lucrative US market https://t.co/8ZWaecXEM5 ...

Group 1 - Kinross Gold Corporation will release its financial statements and operating results for Q2 2025 on July 30, 2025, after market close [1] - A conference call and audio webcast to discuss the results will be held on July 31, 2025, at 8:00 a.m. EDT [1] - The company operates globally with projects in the United States, Brazil, Mauritania, Chile, and Canada [2] Group 2 - Kinross focuses on responsible mining, operational excellence, disciplined growth, and maintaining a strong balance sheet [2] - The company is listed on the Toronto Stock Exchange (symbol: K) and the New York Stock Exchange (symbol: KGC) [2] - Media and investor relations contacts are provided for further inquiries [3]

Core Insights - Kellanova's survey reveals that Cheez-It and Pringles are the top favorite snack brands for summer road trips among U.S. adults [1][2][3] - The survey indicates that snacking preferences vary significantly across different generations and regions [3][4][6] Generational Snacking Preferences - Gen Z prefers adventurous flavors like sour and spicy, often traveling with friends and valuing shareability [6] - Millennials gravitate towards tangy flavors, focusing on family-friendly snacks, with 40% of respondents noting their kids snack frequently during trips [6] - Gen X enjoys a variety of snacks, favoring sweet, salty, and chocolatey options, typically traveling with a buddy [6] - Boomers also prefer salty, sweet, and chocolatey snacks, often traveling solo or with a partner, and are more likely to purchase snacks during stops [6] Regional Snacking Habits - The South tends to stock up on salty, sweet, and chocolatey snacks during their journeys [6] - Northeasterners are more inclined to choose creamy-flavored snacks compared to Midwesterners, with one-third of Midwesterners ranking cheesy snacks in their top three [6] - Residents of the Mountain West and Pacific Coast are less likely to plan snacks, preferring whatever is available, but still favor salty, sweet, and chocolatey flavors [6] Company Overview - Kellanova is a leader in global snacking, with a diverse portfolio of brands including Pringles, Cheez-It, and Pop-Tarts, and reported net sales of $13 billion in 2023 [7]

Investment Rating - The report indicates a solid total food sales growth of +2.8%/+3.2% year-over-year for the latest 4 weeks and 12 weeks, aligning with the long-term trend of low single-digit growth [1][6]. Core Insights - Total food sales growth is primarily driven by pricing, although there is a noted decline in volumes across most packaged food categories, with HSY being an exception due to pricing support [1][9]. - All companies within the coverage have lost market share in their top categories, indicating competitive pressures [1][10]. Department & Category Detail - Total food sales increased by +2.8% year-over-year in the latest 4 weeks, with private label products leading in most categories [2]. - Total equivalent (EQ) units decreased by -0.5% year-over-year, with branded products slightly outperforming private label products [2][5]. - Yogurt and packaged coffee showed the highest sales growth at +13.5% and +13.4% year-over-year, respectively, with private label sales growth strongest in snack/variety packs, meal combos, and packaged coffee [5][7]. Company Performance - CAG reported a sales decline of -1% year-over-year, driven by lower prices, while volumes remained flat [9]. - GIS experienced a -2% year-over-year sales decline, attributed to lower volumes [10]. - HSY saw a sales increase of +5% year-over-year, supported by higher prices and volumes [11]. - K reported a -3% year-over-year sales decline, primarily due to lower volumes [12]. - KHC's sales declined by -4% year-over-year, with lower volumes impacting performance [13]. - MDLZ reported a -1% year-over-year sales decline, driven by lower prices [14]. - SFD experienced a -1% year-over-year sales decline, although packaged lunchmeat showed strong growth [15].

Core Insights - The collaboration between Cheez-It and Wendy's introduces a limited-edition product: Cheez-It x Wendy's Baconator crackers, combining the flavors of Wendy's Baconator with Cheez-It's signature crunch [1][2][3] Company Overview - Kellanova, the parent company of Cheez-It, reported net sales of $13 billion for 2023 and aims to become a leading snacks-led powerhouse [5] - Wendy's operates over 7,000 restaurants globally and is known for its fresh, made-to-order food, including the popular Baconator burger [7] Product Details - The new Baconator crackers will be available nationwide starting July 2025, with an exclusive bundle available on CheezIt.com that includes a Wendy's Frosty keychain [3] - The product features 100% real cheese and Applewood smoked bacon flavor, aiming to deliver a full burger experience in a snack format [2][3] Marketing and Promotions - The partnership aims to surprise Cheez-It fans with a unique flavor experience, leveraging the popularity of both brands [2] - A promotional offer includes a $2 discount on a Baconator sandwich through the Wendy's app for customers who purchase the new crackers [4][8]

Cheez-It is bringing the spirit with its Flag Summer crackers and their saucy collaboration with Palermo's Pizza, both of which are available for a limited time. You can also dive headfirst into summer with a limited-time lineup of floaties that are ready to ride the snack wave. Look for: A Summer Floatie Giveaway (how to enter a chance to win) A DTC-exclusive floatie for superfans to score online A licensed Cheez-It floatie at major retailers including Target  Town House Toasts to Patriotic SnackingTown Ho ...