Conagra Brands, Inc.

General Mills, Inc.

The Kroger Co.

Mondelez International, Inc. Class A

The J.M. Smucker Company

Treehouse Foods, Inc.

$KR CEO said on their recent call-

_"Customers are aggressively starting to buy our (generic store) brands. And what they're finding is the quality of that product and there's no compromise with that versus some of the other products."_

House brand sales were up 6.3% while same-store sales were up only 4.1%.

Consumers trading down as prices rise and budgets are squeezed is bad news for food name brand food companies like $MDLZ $GIS $CAG $THS $SJM

Dissecting the Markets

Bad news for name brand food companies

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