1. The author maintains a 'Buy' rating on John B. Sanfilippo & Son (JBSS), arguing the market undervalues its strong fundamentals and growth potential despite recent underperformance; 2. Management is driving profit and cash flow growth through strategic pricing, even as sales volumes face challenges from weak consumer sentiment; 3. JBSS dominates the private label market, holds significant market share in key categories, and benefits from a dual-branded/private label strategy for future growth.

1. Evolution AB is a strong buy despite mixed Q4 2024 results; 2. Revenue growth in North America is strong, but Asia faces challenges; 3. The company announced a €2.8 per share dividend and a €500 million share buyback program; 4. The current valuation is attractive with a P/E of 11.64 and a 3.9% dividend yield.

1. e.l.f. Beauty has demonstrated impressive revenue growth of over 350% since 2019, driven by low manufacturing costs, innovative marketing, and strong product innovation; 2. The stock is considered a good midterm holding due to its continued growth potential, despite a high valuation of 36 times forward PE; 3. ELF's marketing strategy targets Gen Z and Millennials, emphasizing affordability, quality, and ethical practices, which resonate well with these demographics.

1. PEP and KO are both undervalued; 2. Owning both stocks benefits from complementary operational philosophies; 3. 2025 is expected to be a strong year for these low beta stocks with strong brands.

1. Hershey's stock experienced volatility due to takeover speculation, but has resumed its downtrend driven by contracting sales and higher margins. 2. Despite headwinds, Hershey remains a leading confectionary brand with a solid revenue stream and a forward dividend yield of 3.24%. 3. Its current problems could be temporary or can be fixed, and the author rates Hershey a 'buy' near potential support at $160-162.

1. Celsius Holdings' stock plummeted from $96 to $26 due to a shock growth halt, primarily caused by PepsiCo's inventory optimization. 2. Q3 saw a 31% revenue drop, with gross margins at 46% and operating margins turning negative, highlighting the impact of PepsiCo's changes. 3. The future outlook hinges on aligning sell-in and sell-out, market recovery, and successful international expansion; 2025 should see improved performance if these align.

1. Mondelez International is a leader in snacking, chocolate, and candy with strong brands and market share; 2. Despite recent investor interest due to inflation and obesity drugs, the company's consistent operating results, dividend safety, and undervaluation are appealing; 3. Mondelez has a robust dividend growth history, supported by stable revenue, EPS growth, and a strong share repurchase plan.

1. Abercrombie & Fitch's Q2 results exceeded expectations with significant growth and improved profitability across brands. 2. The company raised its FY2024 outlook above Wall Street estimates but failed to meet overly high investor expectations, leading to a stock crash. 3. The stock is now considered fairly valued after the recent decline, reflecting a more balanced assessment of its performance and future prospects.