Food, Beverage & Tobacco U.S. Community

Originally posted on the Woodworth Contrarian Fund Website here: https://www.woodworth.fund/news/less-drama-more-ketchup Kraft Heinz is not suddenly a glamour stock, and that is precisely what makes it interesting. The first-quarter update did not offer some miraculous reinvention; instead, it offered something much more useful: evidence that the company is still throwing off cash, still protecting the dividend, and finally spending more time building brands than contemplating corporate dismemberment.Read more

MGP Ingredients gets hit hard as whiskey makers pause orders to work through excess stock, but the company says customer agreements stay in place and demand can come back as supply tightens. With well-known spirits brands, a growing tequila business, and a food-ingredients unit, it may be better positioned to outlast weaker rivals and even buy assets cheaply during the downturn.Read more

Business Model in Simple Terms Imagine Coca-Cola as the world’s most powerful “thirst quencher” franchise. The company doesn’t bottle most of its drinks—it sells concentrated syrup and branding rights to independent bottlers worldwide.Read more

A 17-Year Story That Most Investors Only Discovered in the Last Three In 2010, Celsius Holdings (CELH) was generating roughly US$5 million in annual revenue, a forgotten energy drink with niche distribution in Scandinavian gyms and a handful of US health food stores. By the end of 2025, the company had crossed US$2 billion in trailing twelve-month revenue and acquired two major energy drink brands.Read more

A snack-and-soda giant tries to reinvent itself as more people look for healthier drinks and rethink what they buy. New brands like prebiotic soda, sparkling water, and energy drinks could help, but there’s a real chance they only make up for slowing demand in the old favorites.Read more

Flowers Foods bets on healthier eating by buying Simple Mills and pushing into snack cakes under the Wonder brand, aiming to break out of years of sluggish results. The catch is it takes on a lot of new debt and needs the integration to go smoothly while profits have been under pressure.Read more

A small drop in interest rates can make Coca-Cola look more valuable because investors put more weight on its steady cash coming in over time. The bigger story is whether its shift toward newer drinks and its long-running dividend keep it attractive as tastes and health rules keep changing.Read more

A recently shuttered WVVI tasting room in McMinnville, OR (November 2025) Date: November 18th 2025 Analyst: Drew Millegan & the Woodworth Contrarian Fund Originally posted on the Woodworth Contrarian Fund News page: https://www.woodworth.fund/news/willamette-valley-vineyards-wvvi-not-so-great-value Fair Value: Unclear. As an Oregon-based hedge fund, we often get the opportunity to more closely investigate local companies that are otherwise too small to register on most firms’ radars.Read more

Village Farms turns its greenhouse farming roots into a low-cost cannabis business that’s now showing steady profits and growing demand from overseas medical markets. The big question is whether this mix of export growth and potential rule changes in the U.S. can outweigh tough pricing and policy risks at home.Read more