The Not So Green Giant
How B&G Foods pivoted, failed, and is correcting course...
Disclosure: I’ve been following B&G Foods (ticker: BGS) for almost 10 years. I’ve had dinner with their CEOs and/or CFOs on several occasions and personally hosted investors once at their HQ in New Jersey. I own the stock and began adding to it following its Q1 results and ~30% decline. I’m down 19% on my current BGS position (excluding dividends) as of…


