Feed / Theme
Confirmed

Packaged Food & Snacks

9 names are moving together; 89% are participating in the current session.

6 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
ELSEquity Lifestyle Properties, InReal Estate+2.4%5/19 observed active sessions
MKCMcCormick & Company, IncorporatConsumer Defensive+2.4%8/19 observed active sessions
MDLZMondelez International, Inc.Consumer Defensive+1.8%9/19 observed active sessions
SJMThe J.M. Smucker CompanyConsumer Defensive-1.2%Group member
GISGeneral Mills, Inc.Consumer Defensive+1.1%4/19 observed active sessions
PEPPepsico, Inc.Consumer Defensive+0.8%5/19 observed active sessions
CAGConAgra Brands, Inc.Consumer Defensive+3.5%9/19 observed active sessions
VICIVICI Properties Inc.Real Estate+1.5%1/19 observed active sessions
HSYThe Hershey CompanyConsumer Defensive+0.8%4/19 observed active sessions

Why we believe this

Cohort

9 names

Participation

89% this session

Observed history

43 daily builds

Filing coverage

9/9 members

input costs affecting expense

“Operating profit decreased 41 percent to $525 million , primarily driven by higher input costs, a decrease in contributions from volume growth, a gain on divestiture related to the sale of our Canada yogurt business recorded in the third quarter of fiscal 2025 , and higher restructuring and transformation costs, partially offset by favorable net price realization and mix and higher transaction costs recorded in fiscal 2025 related to the Divestitures and Acquisition .”

GIS 10-Q

pricing

“The decrease in volume was driven by lower consumption trends in response to inflation-justified pricing actions.”

CAG 10-Q

credit / rates affecting interest expense

“The decrease in Interest and related amortization was primarily due to a decrease in interest expense as a result of loan payoffs and principal payments.”

ELS 10-K

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

WMT

SJMcustomer · Not moving with the group now

Filing receipt · WMT / SJM

“3 Customers: Sales to Walmart Inc.”

SJM · customer
CZR

VICIpartner · Not moving with the group now

Filing receipt · CZR / VICI

“We lease certain real property assets from third parties, including GLP Capital, L.P., the operating partnership of Gaming and Leisure Properties, Inc.”

VICI · partner
KDP

HSYsupplier · Moving with the group now · 115 min observed

Filing receipt · KDP / HSY

“Refreshment Beverages (November 2023), President, Commercial & Beverage Concentrates (August 2022), Chief Customer Officer (October 2018), and Senior Vice President of C…”

HSY · supplier
PKG

CAGsupplier · Moving with the group now · 115 min observed

Filing receipt · PKG / CAG

“Raw Materials and Packaging We use many different raw materials, most of which are commodities, to make and package our products.”

CAG · supplier
KHC

HSYtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

History

2026-07-07 → 2026-07-133 observed active sessions · 0% of active names held across the episode
2026-06-23 → 2026-07-028 observed active sessions · 0% of active names held across the episode
2026-06-15 → 2026-06-172 observed active sessions · 11.1% of active names held across the episode
2026-06-051 observed active session · 100% of active names held across the episode
2026-05-14 → 2026-05-204 observed active sessions · 75% of active names held across the episode
2026-05-011 observed active session · 100% of active names held across the episode