Plus, a new episode of Taste Radio͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 
 
 
NoshFebruary 14, 2025
DAILY BRIEFING
Today's news & insights for the food industry.
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In this issue of Daily Briefing

  • 🆕 This Week’s New Products
  • 🧐 Lamb Weston's “Unsolicited” Offer
  • 🧑‍⚖️ Salt Brand Faces Lawsuit
  • 🌳 TreeHouse's Challenging 2024 
  • 🍟 Kiss of The French Fry And A Bath Bomb Of Garlic
  • 🫧 ‘Death’ vs. Poppi. Plink’s Patient Plan Is Paying Off.

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💭 Today’s Big Take

🏛️ What RFK Jr.’s HHS Confirmation Means For CPG

🏛️ What RFK Jr.’s HHS Confirmation Means For CPG
[Source: Robert F. Kennedy Jr., via Instagram]

Food policy has undergone a major shift in recent years and as we look ahead to the next four, the future remains more uncertain than ever. 

On Thursday, Robert F. Kennedy Jr.’s appointment as secretary of Health and Human Services (HHS) was confirmed by the U.S. Senate in a slim vote (52 - 48), and the role now gives him the means to take action on his many controversial (and disproven by readily available scientific evidence) views on food and the industry. 

“Now that Kennedy has the power to shape national food and health policy, there's a real risk that evidence-based solutions could be overshadowed by contentious and medically unsupported claims and hyper-partisan squabbling,” said Daily Harvest CEO and former PepsiCo executive Ricky Silver, in a statement. 

While some of RFK’s ideas have pulled bipartisan appeallike eliminating ultraprocessed foods and chemical additives from the food supply – these positions will put Kennedy in direct opposition with the interests of industry leaders and even that of the administration that got him into this role in the first place. 

"Some would say what he says on diet and [the] importance of healthy foods is reasonable," Sen. Edward Markey (D – MA) said Thursday during the Senate Health Committee hearing with FDA officials. "However, one reasonable opinion does not qualify someone to run the United States Department of Health and Human Services."

RFK, a former Democrat, has stirred up debate for his support for drinking raw milk (which has become increasingly more dangerous amid the current avian flu outbreak) and his view that seed oils cause inflammation and are the root of chronic illness, among many other ideas that impact the health and wellbeing of Americans even beyond what they eat (like his anti-vaccinations stance and changing views on abortion rights). 

Nonetheless, the fate of food policy, including the upcoming Dietary Guidelines as well as pending nutrition guidance and industry regulations on behalf of the U.S. Department of Agriculture (USDA) and U.S. Food and Drug Administration (FDA), rest in his hands. 

“Kennedy's confirmation as HHS Secretary, despite his history of promoting scientifically disputed health claims, reflects the depth of public frustration with these systemic failures [of the food and pharma industries]," Silver said. 

Stay tuned for a deep dive into the complex reality of RFK Jr.’s new authority. 

 

✨ What You Need to Know ✨

🆕 This Week’s Hot New Products

🆕 This Week’s Hot New Products

It’s Valentine’s Day and what’s more romantic than our weekly gallery showcasing all the new food launches announced this week. You can check out the full lineup in the link below, but first here’s a preview to get you excited:

♥️ Valentine’s LTOs are on display from Ben & Jerry’s and organic, allergen-friendly candy brand YumEarth. What says love better than a chocolate strawberry pint?

🍝 Carbone introduced an array of new pasta sauces in five new flavors including Black Truffle Alfredo and Mediterranean Marinara.

🫐 Perfect Bar linked up with Grammy winning musician Jason Mraz for its latest limited flavor launch: Chocolate Mrazberry. A well done pun, if we do say.

🆓 Check out the full gallery on Nosh.

 

🧐 Lamb Weston Receives “Unsolicited” Offer

Beleaguered french fry company Lamb Weston received a “mini-tender” offer from Texas-based TRC Capital Investment Corporation. The two million share offer priced Lamb Weston at $55.95 per share, about 4.3% lower than the closing price on February 12.

💰 Lamb Weston did not endorse the “mini-tender” offer, defined as an acquisition of less than 5% of a company and not subject to the same SEC disclosure requirements of share purchases that account for over 5% of a business.

🍟 The company has been under fire in recent months after activist investor group Jana Partners took a 5% stake in the potato product provider and called for a leadership change.

🔄 Lamb did eventually replace its CEO (with its former COO) but not before fielding rumors about a possible takeover by Post Holdings.

 

🧑‍⚖️ Salt Brand Faces Arsenic, Lead Lawsuit

Celtic Ocean International LLC, makers of Selina Celtic Salt, is facing a proposed class action lawsuit alleging its products contain arsenic and lead.

❌ The complaint was filed in California federal court which requires health warnings for products containing toxic chemicals under Proposition 65.

💬 "Defendant could have, but failed, to take steps to reduce or remove the lead and arsenic in the products…also failed to warn consumers that consuming the products exposes them to unsafe levels of lead," said plaintiff Mark Gonzalez in the complaint.

 

🌳 Despite ‘Challenging” FY24, TreeHouse Optimistic On Private Label

TreeHouse Foods Q4 and full-year sales declined after a challenging FY24, president and CEO Steve Oakland said today during prepared remarks. Despite being “unsatisfied” by the results, TreeHouse leadership is optimistic about the favorable dynamics of its private label business. Here’s a look at some key numbers:

  • Q4 adjusted net sales were $911 million and adjusted EBITDA of $118 million
  • Gross profit margin of 19.5% in Q4, compared to 16.7% in the prior year period.
  • FY2025 guidance for adjusted net sales between $3.3 billion to $3.4 billion and adjusted EBITDA of $345 million to $375 million.

Treehouse remains attractively positioned at the intersection between incredibly powerful long term consumer trends, the growth of private brand groceries in North America and the consumers’ love of snacking,” Oakland said.

 

🍟 Kiss of The French Fry And A Bath Bomb Of Garlic

🍟 Kiss of The French Fry And A Bath Bomb Of Garlic

The Idaho Potato Commission is offering up a savory surprise this Valentine’s Day, but if you are reading this, you’ve already missed out. The marketing board released a new lip balm – Kiss of French – that is made from mashed Idaho potatoes, then “blended into a hydrating formula that softens lips while delivering a subtle fry-inspired essence.”

🧄 But that's not all coming into the savory personal care category this week. Papa John’s also unveiled a bath bomb inspired by its garlic dipping sauce to keep you smelling like…. something special this Valentine’s Day. 

 

🎙️ Now Streaming: Taste Radio

🫧 ‘Death’ vs. Poppi. Plink’s Patient Plan Is Paying Off.

🫧 ‘Death’ vs. Poppi. Plink’s Patient Plan Is Paying Off.

As you may have heard, some people are upset with Poppi. While the soda brand’s Super Bowl ad caused a bit of consternation, we have a different take on it… and that of Liquid Death’s controversial TV spot. This episode also features an interview with Luke Montgomery-Smith, the co-founder of Plink, a brand of flavored, electrolyte-infused tablets designed to create effervescent and hydrating beverages.

Listen to the episode now. Also available on Spotify and Apple Podcasts.

 

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Have feedback or a tip to share? Let me know at adeluca@bevnet.com.

That's all for today's Daily Briefing. We'll be back in your inbox on Monday.

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