restructuring
“As a result of these factors, in the fourth quarter of 2024, we lowered our long-term outlook for the business and recognized an impairment charge of $76 million on the trademark.”
CPB 10-K
Confirmed
Packaged Foods
7 names are moving together; 86% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CAG | ConAgra Brands, Inc. | Consumer Defensive | -1.4% | Most structurally connected |
| SJM | The J.M. Smucker Company | Consumer Defensive | -1.3% | Group member |
| PEP | Pepsico, Inc. | Consumer Defensive | -2.2% | Group member |
| GIS | General Mills, Inc. | Consumer Defensive | -0.4% | Group member |
| KHC | The Kraft Heinz Company | Consumer Defensive | -0.6% | Group member |
| CPB | The Campbell's Company | Consumer Defensive | -0.3% | Group member |
| MKC | McCormick & Company, Incorporat | Consumer Defensive | -1.6% | Group member |
Why we believe this
Cohort
7 namesParticipation
86% this sessionObserved history
1 daily buildsFiling coverage
7/7 memberspricing affecting revenue
“Net sales for the third quarter and first three quarters of fiscal 2026 in our Foodservice segment reflected an increase in organic price/mix of 3.7% and 4.0%, respectively, when compared to the third quarter and first three quarters of fiscal 2025 primarily due to inflation justified pricing actions.”
CAG 10-Q
credit / rates affecting interest expense
“After adjusting for items impacting comparability, earnings decreased primarily due to higher interest expense and higher marketing and selling expenses, partially offset by an increase in gross profit and a lower effective tax rate.”
CPB 10-K
Packaged Foods can stay leader-led if KHC and the next software names fail to join while CAG keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.