DARLING INGREDIENTS INC. DAR

Darling Ingredients Inc is a developer and producer of sustainable natural ingredients from edible and inedible bio-nutrients, creating a wide range of ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, animal feed, industrial, fuel, bioenergy and fertilizer industries. It processes by-products from the animal agriculture and food industries into ingredients and products for human nutrition, animal feed, crop inputs, and renewable energy applications. The company operates processing facilities across multiple countries and produces collagen, including gelatin and hydrolyzed collagen, as well as renewable energy products.

• Zacks Investment Research 18 sept

  Is Bunge Worth Buying as Oilseed Strength Meets Integration Risks?

  Bunge Global (BG) benefits from strong soybean and softseed processing gains and Viterra integration with increased cost-synergy targets to $350 million. However, weak cash conversion, below-benchmark returns on invested capital, and persistent grain merchandising weakness create execution risks. The stock trades above its five-year median valuation, making synergy delivery and earnings consistency critical to investment thesis.

  

• Zacks Investment Research 16 sept

  Can Post Holdings' Foodservice Growth Counter Retail Headwinds?

  Post Holdings (POST) exceeded third-quarter expectations with stronger-than-anticipated Foodservice performance, which has a normalized EBITDA run rate of ~$500 million. The company projects fiscal 2027 adjusted EBITDA to remain near $1.48 billion, with Foodservice growth offsetting retail business pressures from inflation and volume declines. However, retail segments face headwinds including expected 2.5% cereal volume decline and underperforming dry dog food.

  

• Zacks Investment Research 16 sept

  Can Darling Ingredients Turn Collagen Into a Bigger Earnings Engine?

  Darling Ingredients is expanding its collagen business within its Food segment, capitalizing on growing demand across the US, Europe, and Asia. Collagen generates 2.5-3x the margins of gelatin and targeted ingredients reach 7-11x gelatin margins. Collagen's contribution to Food-segment adjusted EBITDA is projected to grow from 48% in 2025 to 50% by 2030, with targeted ingredients expected to add 15% by 2030. The company, which produces about 30% of the world's collagen, is well-positioned to benefit from this higher-margin product mix shift.

  

• Zacks Investment Research 10 sept

  Will Sysco's $500M AI Push Support Its Higher Growth Targets?

  Sysco Corporation announced a multi-year AI-powered efficiency program targeting at least $500 million in cost savings by fiscal 2029. The company reaffirmed its fiscal 2027 outlook with net sales growth of 6-7% and adjusted EPS growth of 9-11%, while raising fiscal 2028-2029 guidance. AI initiatives will focus on truck routing, warehouse productivity, procurement, and back-office automation.

  

• Zacks Investment Research 8 sept

  Post Holdings' Premium Cereal Gains Share Amid Category Pressure

  Post Holdings (POST) is managing pressure in the declining cereal category, with volumes down due to distribution challenges in value brands. However, the company's premium cereal portfolio is gaining market share. Management expects the cereal category to decline approximately 2.5% in fiscal 2027, though affordability trends could provide longer-term opportunities. POST trades at a lower valuation than peers but carries a Hold rating.