Added to YB: 2026-07-15
Pitch date: 2026-07-13
BGS [neutral]
B&G Foods, Inc.
-2.32%
current return
Author Info
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Company Info
B&G Foods, Inc. manufactures, sells, and distributes a portfolio of shelf-stable and frozen foods, and household products in the United States, Canada, and Puerto Rico.
Market Cap
$319.0M
Pitch Price
$3.88
Price Target
N/A
Dividend
19.34%
EV/EBITDA
8.30
P/E
-4.10
EV/Sales
1.28
Sector
Food Products
Category
N/A
Monday Delight: 13/07/2026 - B&G Foods, Inc.
BGS (pass): Leveraged packaged food roll-up, net debt >6x 'imaginative' adj EBITDA. Mkt cap $330M, EV $2.3B, 7.3% ROIC, 21.5x EV/FCF. Adds back tariffs; mgmt pays selves ~$13M SBC despite -60% 5yr TSR & only $72M OCF. Verdict: Don't touch.
Read full article (1 min)