Category: Food and Services

Release – FAT Brands Inc. – Fatburger Returns to Japan with New Development Deal in Okinawa

Posted on by slightbourne@noblecapitalmarkets.com
Primary Logo

09/25/2025

Iconic All-American Burger Chain to Open Four Locations in Okinawa Over The Next Five Years

LOS ANGELES, Sept. 25, 2025 (GLOBE NEWSWIRE) — FAT (Fresh. Authentic. Tasty.) Brands Inc., parent company of Fatburger and 17 other restaurant concepts, announces a new partnership with Green Micro Factory Inc. to bring the beloved burger brand back to Japan. Four locations will open in Okinawa over the next five years, with the first unit slated to open before the end of the year.

“Okinawa presents a strategic opportunity for our return to Japan with its robust tourism and steady foot traffic generated by its military base presence,” said Taylor Wiederhorn, Chief Development Officer of FAT Brands. “We see our debut in Okinawa as the first step in our broader growth across the country as we look to win locals over with our custom-built burgers, Fat and Skinny Fries, hand-scooped milkshakes, and more.”

Ever since the first Fatburger opened in Los Angeles over 70 years ago, the chain has been known for its delicious, grilled-to-perfection and cooked-to-order burgers. Founder Lovie Yancey believed that a big burger with everything on it is a meal in itself; at Fatburger “everything” is not just the usual roster of toppings. Burgers can be customized with everything from bacon and eggs to chili and onion rings. In addition to its famous burgers, the Fatburger menu also includes Fat and Skinny Fries, sweet potato fries, scratch-made onion rings, Impossible™ Burgers, turkeyburgers, hand-breaded crispy chicken sandwiches, and hand-scooped milkshakes made from 100 percent real ice cream.

For more information on Fatburger, visit www.fatburger.com.

###

About FAT (Fresh. Authentic. Tasty.) Brands

FAT Brands (NASDAQ: FAT) is a leading global franchising company that strategically acquires, markets and develops fast casual, quick-service, casual and polished casual dining restaurant concepts around the world. The Company currently owns 18 restaurant brands: Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli’s, Twin Peaks, Great American Cookies, Smokey Bones, Hot Dog on a Stick, Buffalo’s Cafe & Express, Hurricane Grill & Wings, Pretzelmaker, Elevation Burger, Native Grill & Wings, Yalla Mediterranean and Ponderosa and Bonanza Steakhouses, and franchises and owns over 2,300 units worldwide. For more information on FAT Brands, please visit www.fatbrands.com.

About Fatburger

An all-American, Hollywood favorite, Fatburger is a fast-casual restaurant serving big, juicy, tasty burgers, crafted specifically to each customer’s liking. With a legacy spanning over 70 years, Fatburger’s extraordinary quality and taste inspire fierce loyalty amongst its fan base, which includes a number of A-list celebrities and athletes. Featuring a contemporary design and ambiance, Fatburger offers an unparalleled dining experience, demonstrating the same dedication to serving gourmet, homemade, custom-built burgers as it has since 1952 – The Last Great Hamburger Stand™.

Forward Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to the timing and performance of new store openings and area development agreements. Forward-looking statements reflect expectations of FAT Brands Inc. (“we” or “our”) concerning the future and are subject to significant business, economic and competitive risks, uncertainties and contingencies. These factors are difficult to predict and beyond our control, and could cause our actual results to differ materially from those expressed or implied in such forward-looking statements. We refer you to the documents that we file from time to time with the Securities and Exchange Commission, such as our reports on Form 10-K, Form 10-Q and Form 8-K, for a discussion of these and other factors. We undertake no obligation to update any forward-looking statement to reflect events or circumstances occurring after the date of this press release.

MEDIA CONTACT:
Erin Mandzik, FAT Brands
emandzik@fatbrands.com
860-212-6509

Source: FAT Brands Inc.

FAT Brands (FAT) – Return of the CEO

Posted on by slightbourne@noblecapitalmarkets.com


Monday, September 08, 2025

FAT Brands (NASDAQ: FAT) is a leading global franchising company that strategically acquires, markets, and develops fast casual, quick-service, casual dining, and polished casual dining concepts around the world. The Company currently owns 17 restaurant brands: Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli’s, Twin Peaks, Great American Cookies, Hot Dog on a Stick, Buffalo’s Cafe & Express, Hurricane Grill & Wings, Pretzelmaker, Elevation Burger, Native Grill & Wings, Yalla Mediterranean and Ponderosa and Bonanza Steakhouses, and franchises and owns over 2,300 units worldwide. For more information on FAT Brands, please visit www.fatbrands.com.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Return. FAT Brands announced the return of Andrew Wiederhorn as Chief Executive Officer. Recall, Mr. Wiederhorn had stepped down from his CEO role in May 2023 when the U.S. Department of Justice filed fraud and tax evasion charges against Mr. Wiederhorn. With the criminal charges now dropped, Mr. Wiederhorn will resume leading the Company he founded. Current co-CEOs Ken Kuick and Taylor Wiederhorn will return to their original roles as CFO and Chief Development Officer, respectively.

Our View. We view the re-appointment of Mr. Wiederhorn as CEO as a positive, although in his role as Chairman of the Board and consultant over the past two years, we believe Mr. Wiederhorn was still a guiding force for the Company. We believe the Company will continue to focus on its strategic priorities: organic expansion, targeted acquisitions, increasing the manufacturing facility’s capacity, and focusing on the balance sheet.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Kraft Heinz Breaks Up: Split Marks End of Unfulfilled $45 Billion Merger

Posted on by slightbourne@noblecapitalmarkets.com

Kraft Heinz is officially dismantling a decade-old experiment in consumer goods consolidation, announcing plans to split into two publicly traded companies. The breakup, slated for completion in the second half of 2026, will create one company focused on sauces and spreads and another dedicated to grocery staples and ready-to-eat meals.

The move reflects a growing trend among global consumer brands, which are abandoning the diversified conglomerate model in favor of sharper focus, simplified structures, and more direct accountability. For Kraft Heinz, the decision comes after years of lagging sales, weak innovation, and declining brand equity despite its stable of iconic products.

Investors reacted cautiously, sending shares down more than 7% in Tuesday trading. While the spinoff has long been anticipated, markets remain skeptical about whether separating the businesses can meaningfully address underlying challenges. Analysts suggest the split could unlock near-term value, but note that execution risks remain high, particularly as private-label competition intensifies and consumer preferences continue shifting toward fresher, healthier options.

The grocery division, which will include brands such as Oscar Mayer and Lunchables, will be led by current CEO Carlos Abrams-Rivera. The sauces and spreads business, housing household names like Heinz ketchup, Philadelphia cream cheese, and Kraft Mac & Cheese, will operate under new leadership yet to be appointed. Together, the two companies generated more than $25 billion in combined sales in 2024.

The separation is also the latest chapter in what has become one of the more disappointing large-scale mergers in recent memory. The 2015 tie-up of Kraft Foods and Heinz, engineered with backing from Warren Buffett’s Berkshire Hathaway and private equity firm 3G Capital, was initially valued at $45 billion. The strategy relied heavily on cost-cutting, but growth never materialized as hoped. Today, Kraft Heinz carries a market value closer to $33 billion, with shares losing roughly 60% since the merger.

Even Buffett, one of the original architects of the deal, has expressed regret over the outcome. While acknowledging that splitting the company could simplify operations, he suggested the decision is unlikely to fix long-standing performance issues without deeper changes. His investment firm recently booked a multibillion-dollar write-down on its stake in the company.

Strategically, management argues the breakup will allow each entity to prioritize resources, pursue innovation, and scale its most promising categories. The company estimates separation costs of up to $300 million, but believes efficiencies will offset much of the expense. Still, industry analysts caution that Kraft Heinz’s core problem—relevance with consumers—will not be solved by structural changes alone.

The decision comes as the packaged foods industry undergoes broad realignment. Rivals such as Nestlé and PepsiCo are also facing shareholder pressure to streamline portfolios and accelerate growth. Meanwhile, recent moves like Keurig Dr Pepper’s planned $18 billion takeover of JDE Peet’s illustrate how sector leaders are experimenting with restructuring to remain competitive.

For Kraft Heinz, the split represents both an admission of past missteps and a chance to reset its trajectory. Whether investors will ultimately view the move as a turning point or a temporary lift will depend on how successfully each business can adapt in a crowded, fast-changing marketplace.

Keurig Dr Pepper to Acquire JDE Peet’s, Creating Two Distinct Beverage Giants

Posted on by slightbourne@noblecapitalmarkets.com

Keurig Dr Pepper announced plans to acquire European coffee powerhouse JDE Peet’s in a landmark $18 billion all-cash deal, signaling a major reshaping of the company’s portfolio. Once finalized, the transaction will split the business into two separate entities: a coffee-focused company combining Keurig’s single-serve pods with JDE Peet’s global coffee brands, and a soft drink company housing iconic beverages such as Dr Pepper, Snapple, and 7UP.

The deal is being framed as a strategic response to shifting consumer trends and mounting pressures in the coffee market. While the beverage segment has remained strong, Keurig Dr Pepper’s coffee business has faced challenges in recent years due to rising coffee bean prices, supply disruptions, and competition from store brands. By separating the two businesses, the company aims to allow each entity to pursue tailored growth strategies suited to their respective markets.

The new coffee company, projected to generate around $16 billion in annual sales, will be headquartered in Burlington, Massachusetts, with international operations managed from Amsterdam. Meanwhile, the beverage business, with roughly $11 billion in annual sales, will operate out of Frisco, Texas. This structural shift allows both companies to focus on specialized operational efficiencies and innovation. Keurig Dr Pepper executives expect that the coffee-focused entity will be better equipped to navigate global commodity pressures, including droughts in major coffee-exporting regions like Brazil and Vietnam, as well as newly imposed U.S. tariffs on Brazilian coffee imports.

JDE Peet’s brings nearly 50 coffee and tea brands from around the world, including France’s L’Or, Germany’s Jacobs coffee, and New Zealand’s Ti Ora tea. The company has demonstrated strong pricing power, with first-half sales rising nearly 20% to just under $6 billion, driven primarily by strategic price increases. Keurig Dr Pepper anticipates leveraging JDE Peet’s international reach and brand diversity to accelerate innovation and expand global market share.

In contrast, Keurig Dr Pepper’s soft drink division has outperformed in recent quarters, with sales rising 10.5% year-over-year to $2.7 billion, fueled by strong demand for flavored beverages. By keeping this segment distinct, management aims to maintain focus on profitable core brands while continuing to pursue growth in emerging beverage trends.

Industry analysts view the transaction as part of a broader trend among major food and beverage companies to realign portfolios. Similar moves in recent years include Kellogg’s spin-off of its snack brands and the acquisition activity by Mars and Ferrero, highlighting the increasing importance of market specialization in maintaining competitiveness.

The deal is expected to close in the first half of 2026, pending shareholder and regulatory approvals. Management changes are also slated: Timothy Cofer, CEO of Keurig Dr Pepper, will lead the beverage business, while CFO Sudhanshu Priyadarshi will oversee the newly formed coffee company. Executives emphasize that the separation will create two highly focused, growth-oriented companies, each with the agility to respond to consumer demand and evolving market conditions.

As consumer habits continue to evolve and commodity prices fluctuate, the split positions Keurig Dr Pepper to optimize value across both the coffee and soft drink markets, potentially unlocking growth and operational efficiencies that were harder to achieve under a unified structure.

ONE Group Hospitality (STKS) – Some Good, Some Challenges; Reports 2Q25 Results

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, August 07, 2025

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

A Mixed Bag.  In the second quarter, Benihana delivered positive same store sales, and STK achieved positive traffic for the second and third consecutive quarters, respectively. However, Grill concept SSS were off 14.6% and the Company closed five locations in the quarter. Expenses were also higher than anticipated.

2Q25 Results. Overall revenue increased 20.2% y-o-y to $207.2 million, mostly due to a full quarter of Benihana. We had estimated $206.7 million. Adjusted EBITDA was $23.4 million, up 7.3% y-o-y, but below our $24.9 million estimate. ONE Group reported a GAAP net loss of $10.1 million, versus a net loss of $7.3 million a year ago. Including the preferred dividend, net loss per share was $0.59 versus a net loss per share of $0.38 last year. Adjusted EPS was $0.05 compared to $0.19 last year.  


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

FAT Brands (FAT) – Refinancing Framework

Posted on by slightbourne@noblecapitalmarkets.com


Monday, August 04, 2025

FAT Brands (NASDAQ: FAT) is a leading global franchising company that strategically acquires, markets, and develops fast casual, quick-service, casual dining, and polished casual dining concepts around the world. The Company currently owns 17 restaurant brands: Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli’s, Twin Peaks, Great American Cookies, Hot Dog on a Stick, Buffalo’s Cafe & Express, Hurricane Grill & Wings, Pretzelmaker, Elevation Burger, Native Grill & Wings, Yalla Mediterranean and Ponderosa and Bonanza Steakhouses, and franchises and owns over 2,300 units worldwide. For more information on FAT Brands, please visit www.fatbrands.com.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Refi Discussions. On or about July 9, 2025, FAT Brands entered into a confidentiality agreement with certain Holders of notes issued by the Company’s special purpose, whole business securitization financing subsidiaries. The Confidentiality Agreement facilitated the Company’s ability to engage in discussions with the Holders regarding one or more potential transactions involving a refinancing, restructuring or similar transaction with the Holders. As part of the confidentiality agreement, FAT Brands agreed to publicly disclose certain information, which Thursday’s 8-K accomplished.

First Look. The potential transaction described in the “Cleansing Material” was the Company’s initial proposal to the Holders. An agreement has not yet been reached with the Holders, and we expect negotiations to continue. The disclosed material provides summary term sheets for both FAT Brands’ and Twin Hospitality’s whole business securitizations.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

FAT Brands (FAT) – Reports 2Q25 Results

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 31, 2025

FAT Brands (NASDAQ: FAT) is a leading global franchising company that strategically acquires, markets, and develops fast casual, quick-service, casual dining, and polished casual dining concepts around the world. The Company currently owns 17 restaurant brands: Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli’s, Twin Peaks, Great American Cookies, Hot Dog on a Stick, Buffalo’s Cafe & Express, Hurricane Grill & Wings, Pretzelmaker, Elevation Burger, Native Grill & Wings, Yalla Mediterranean and Ponderosa and Bonanza Steakhouses, and franchises and owns over 2,300 units worldwide. For more information on FAT Brands, please visit www.fatbrands.com.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

2Q25 Results. Revenue of $146.8 million declined 3.4% y-o-y, but was above our $141 million estimate. The revenue decline was driven by a decrease in restaurant revenue resulting from the closure of five underperforming Smokey Bones locations, the temporary closure of one Smokey Bones location for conversion into a Twin Peaks lodge, and lower same-store sales, partially offset by the opening of new Twin Peaks lodges. FAT Brands reported a net loss of $54.2 million, or a loss of $3.17/sh, compared to a net loss of $39.4 million, or a loss of $2.43/sh, last year. We had projected a net loss of $46 million or a loss of $2.56/sh.

Pipeline and Openings. The development pipeline remains robust with roughly 1,000 signed deals. Eighteen new locations opened during the quarter, with FAT Brands well positioned to see 100 locations open in 2025. The opening of new locations will help drive go-forward adjusted EBITDA for the Company.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

FAT Brands (FAT) – Charges Dropped

Posted on by slightbourne@noblecapitalmarkets.com


Wednesday, July 30, 2025

FAT Brands (NASDAQ: FAT) is a leading global franchising company that strategically acquires, markets, and develops fast casual, quick-service, casual dining, and polished casual dining concepts around the world. The Company currently owns 17 restaurant brands: Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli’s, Twin Peaks, Great American Cookies, Hot Dog on a Stick, Buffalo’s Cafe & Express, Hurricane Grill & Wings, Pretzelmaker, Elevation Burger, Native Grill & Wings, Yalla Mediterranean and Ponderosa and Bonanza Steakhouses, and franchises and owns over 2,300 units worldwide. For more information on FAT Brands, please visit www.fatbrands.com.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Charges Dropped. Last night, FAT Brands announced that the United States Attorney for the Central District of California has filed a motion to dismiss all charges against Andrew Wiederhorn, FAT Brands, Rebecca Hershinger, and William Amon. This is a major development in our view, not only removing significant ongoing related legal fees for FAT Brands, but also any lingering reputational risk investors may have had related to the action. It remains to be seen if last night’s action will result in a similar favorable resolution to the SEC civil action.

Background. The original charges from the U.S. District Attorney were filed back in May 2024, while, simultaneously, the SEC filed a civil complaint accusing Mr. Wiederhorn of using FAT cash to fund his lifestyle, while falsely telling the Company’s auditors, Board of Directors, and investors that neither he nor his family members had any direct or indirect material interest in the FAT cash used by Mr. Wiederhorn for personal expenditures.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

ONE Group Hospitality (STKS) – Diners Seeking “Uniqueness and Entertainment”

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 03, 2025

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Diner Views. Today’s diners are seeking out venues that prioritize entertainment and uniqueness, according to a Yelp survey that analyzed consumer web searches from January to March. The Yelp findings are in-line with recent research by hospitality management platform SevenRooms. According to SevenRooms’ 2025 U.S. Restaurant Industry Trends, consumers who dine out value unique experiences, even at a premium, with 74% of consumers returning to a restaurant after a unique experience.

A Vibe Dining Leader. As a leader in Vibe Dining, ONE Hospitality is well positioned to capitalize on this trend through its portfolio of concepts, including chains STK, Benihana, Kona Grill, and RA Sushi, as well as the Salt Water Social and Samurai concepts. These upscale and polished casual, high-energy restaurants and lounges provide entertainment and unique experiences for diners, as well as one-of-a-kind, celebratory experiences that bring customers back.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

ONE Group Hospitality (STKS) – Noble Virtual Conference Highlights

Posted on by slightbourne@noblecapitalmarkets.com


Monday, June 09, 2025

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Noble Virtual Conference. We held a fireside chat with ONE Group CEO Manny Hilario and CFO Tyler Loy at the Noble Virtual Conference. Highlights included its leading position in Vibe dining, growth opportunities, and asset light development. A rebroadcast is available at https://www.channelchek.com/videos/the-one-group-stks-noble-capital-markets-virtual-conference-replay.

A Leader. With approximately 165 locations, ONE Group is a leader in Vibe dining through its ownership of STK, Benihana, Kona Grill, and RA Sushi. Notably, Vibe dining customers tend to generate higher average checks while only remaining in the restaurant for slightly longer than traditional restaurant customers.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Marex Expands Into Brazil with Acquisition of Agrinvest Commodities

Posted on by slightbourne@noblecapitalmarkets.com
Key Points:
– Marex acquires Brazil-based Agrinvest Commodities to broaden agricultural and physical market presence.
– The acquisition adds 1,300 clients and 100 employees to Marex’s regional footprint.
– Marex gains strategic exposure to Brazil’s critical corn and soybean markets.

As global demand for agricultural commodities grows and Brazil cements its position as a vital supplier, Marex Group plc (NASDAQ: MRX) is making a bold strategic leap into the heart of South America. The global financial services platform announced today its acquisition of Agrinvest Commodities, a prominent Brazilian firm specializing in physical agricultural markets and client-focused risk consulting.

Agrinvest brings to Marex a powerful combination of on-the-ground commodity brokering—primarily in corn and soybeans—and advisory services that help producers and buyers navigate price volatility through smart hedging strategies. The acquisition introduces approximately 1,300 new clients and 100 employees to the Marex ecosystem, enhancing the Group’s reach and capacity across Latin America.

This expansion marks a pivotal step for Marex, which already maintains a derivatives presence in Brazil. By acquiring Agrinvest, the company gains immediate physical trading capabilities, enabling a more integrated offering to agricultural clients. From trade execution to risk management, Marex can now support the full value chain.

Brazil’s stature in global food supply cannot be overstated—it’s a leading producer and exporter of several staple commodities. The move gives Marex critical exposure to this dynamic market while positioning it to offer expanded services and infrastructure to clients operating at the production level.

The acquisition is also a play to diversify revenue streams. Known for its strength in metals, energy, and financial markets, Marex is now enhancing its agricultural vertical. The addition of a trusted, well-established Brazilian partner strengthens the Group’s resilience in the face of market cycles and positions it for further cross-border opportunities.

For Agrinvest, the transaction represents an opportunity to scale up its operations with the support of Marex’s global infrastructure and technological resources. Clients will benefit from access to broader hedging tools, deeper liquidity, and international expertise, while Marex stands to gain deeper penetration in one of the most strategically important agricultural markets in the world.

As the commodity landscape continues to evolve, this acquisition signals Marex’s intention to remain a central player—connecting producers to markets, clients to opportunity, and strategies to outcomes.

Noble Capital Markets Emerging Growth Virtual Equity Conference 2025 – Presentation Replays

Posted on by cpatches
Investor / Attendee Registration

Watch the replays from the Noble Capital Markets Emerging Growth Virtual Equity Conference. Replays are available to Channelchek registered members. Registration is free and easy. Simply click the Join button in the upper right to get started.

Day 1 Replays

V2X Inc. (VVX)
Watch the Replay
Connect Biopharma (CNTB)
Watch the Replay
Charles River Associates (CRAI)
Watch the Replay
Eledon Pharmaceuticals (ELDN)
Watch the Replay
Euroseas (ESEA)
Watch the Replay
The ONE Group (STKS)
Watch the Replay
EuroDry (EDRY)
Watch the Replay
Steelcase (SCS)
Watch the Replay
GoHealth (GOCO)
Watch the Replay
Unicycive Therapeutics (UNCY)
Watch the Replay
Townsquare Media (TSQ)
Watch the Replay
RGP (RGP)
Watch the Replay
Snail (SNAL)
Watch the Replay
Greenwich LifeSciences (GLSI)
Watch the Replay
CBL International (BANL)
Watch the Replay
Twin Hospitality Group (TWNP)
Watch the Replay
Flushing Financial (FFIC)
Watch the Replay

Day 2 Replays

Sigma Lithium (SGML)
Watch the Replay
BioLargo Inc. (BLGO)
Watch the Replay
SKYX Platforms (SKYX)
Watch the Replay
Titan International (TWI)
Watch the Replay
Superior Group of Companies Watch the Replay
CoreCivic (CXW)
Watch the Replay
Brilliant Earth Group (BRLT)
Watch the Replay
Cocrystal Pharma (COCP)
Watch the Replay
Sky Harbour Group (SKYH)
Watch the Replay
FAT Brands (FAT)
Watch the Replay
Lottery.com (LTRY)
Watch the Replay
Kelly (KELYA)
Watch the Replay
SBC Medical Group (SBC)
Watch the Replay
Kalaris Therpeutics (KLRS)
Watch the Replay
NN, Inc (NNBR)
Watch the Replay
Nutriband (NTRB)
Watch the Replay
Ocugen (OCGN)
Watch the Replay

Participating in 1×1 Meetings Only

Freightcar America (RAIL)
SandRidge Energy (SD)
The GEO Group (GEO)

Celsius Holdings Completes $1.8 Billion Acquisition of Alani Nu, Expanding Functional Beverage Portfolio

Posted on by slightbourne@noblecapitalmarkets.com
Key Points:
– Celsius acquires Alani Nu for $1.8B, expanding its zero-sugar beverage lineup.
– Alani Nu stays under Celsius, with leadership advising for brand continuity.
– The deal boosts market reach, blending Alani Nu’s online strength with Celsius’ retail power.

Celsius Holdings, Inc. (Nasdaq: CELH) has finalized its $1.8 billion acquisition of Alani Nutrition LLC (Alani Nu), strengthening its position in the rapidly growing functional beverage market. The deal, which includes $150 million in tax assets, effectively brings the net purchase price to $1.65 billion, paid through a combination of cash and stock. This acquisition expands Celsius’ portfolio of zero-sugar, health-focused energy drinks and positions the company to capitalize on increasing consumer demand for better-for-you beverage options.

Celsius has built a strong brand by catering to fitness-conscious consumers looking for functional energy drinks with zero sugar. With Alani Nu now under its umbrella, the company gains access to an established brand with a loyal following in the health and wellness space. The acquisition aligns with Celsius’ mission to provide innovative and flavorful products that cater to active lifestyles.

“The closing of this transaction further strengthens our ability to grow the energy drink category and reach new consumers who seek better-for-you, functional beverages as a healthier alternative to traditional, sugary energy drinks,” said John Fieldly, Chairman and CEO of Celsius Holdings.

Alani Nu, co-founded by fitness influencer Katy Hearn, has rapidly grown into a recognizable name in the industry, offering a variety of products including energy drinks, protein powders, and supplements. The brand’s appeal among health-conscious consumers makes it a natural fit within Celsius’ growing portfolio.

Under the terms of the deal, Alani Nu will continue to operate within Celsius, ensuring continuity in branding and product offerings. Key leadership members from Alani Nu will serve as advisors to Celsius, helping to maintain the brand’s identity while leveraging Celsius’ infrastructure and distribution network to expand its reach.

“Alani Nu has built a strong brand and a differentiated consumer base, which we believe will thrive and grow within the Celsius family,” said Alani Nu co-founder Max Clemons. “Thank you to the many Alani Nu employees and partners who have helped inspire and support our customers in their pursuit of active, wellness lifestyles. I look forward to working with the Celsius team to make Alani Nu products available to many more people and to continue creating great-tasting, functional products aligned with today’s wellness lifestyles.”

This acquisition is expected to unlock significant growth opportunities for both brands. Celsius’ established presence in retail and convenience store channels will provide Alani Nu with broader distribution, while Alani Nu’s strong online and direct-to-consumer business will complement Celsius’ expansion efforts.

The global energy drink and functional beverage market has seen substantial growth as consumers increasingly seek out healthier alternatives. With the addition of Alani Nu, Celsius is well-positioned to compete with industry giants like Monster and Red Bull by offering a broader range of health-conscious products.

As Celsius continues to innovate and expand, this acquisition sets the stage for increased market penetration, product innovation, and consumer engagement. By combining forces, Celsius and Alani Nu aim to reshape the functional beverage landscape and provide more options for those seeking energy and wellness in their drinks.