Reading BRID? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BRID free→Reading BRID? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BRID free→NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak. Earnings quality cannot be assessed since the company was unprofitable over the past year. Management's recent track record has been steady. Risk is elevated, and the sector backdrop is a headwind. Compared with sector peers, BRID is below typical. Peer multiples imply a price about 62% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk. This is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 1 valuation methods, at three horizons. Current price $6.91. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $6.91 BRID trades at 0× p/s, below its 1× p/s peer median. Our $18 fair value sits above the price; low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 62% below a flat-multiple fair value, below our forecast of about 1%. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
No fragility gates fired.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=1144).
Over the trailing year it converted 0.15x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity.
1 material management or governance event in the past 24 months, led by legal/regulatory items. Historically, Consumer Staples names rated stable grew net income 53% of the time over the next year (vs 47% for the rest of the cohort, n=379).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLP
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$118.
How much price usually moves either way.
On a bad day, this stock has moved -$408.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,012.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Faster revenue growth could mean the company is doing better. It may also make investors more positive.
Confirms:Bridgford Foods reports revenue growth above 4% year over year.
Disproves:Revenue growth remains below 4% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for BRID yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
– Changes in Registrant’s Certifying Accountant. (a) Previous independent registered public accounting firm. On April 13, 2026, the Audit Committee of the Board of Directors of Bridgford Foods Corporation (the “Company”) dismissed Baker Tilly US, LLP (“Baker Tilly”) as the Company’s independent registered public accounting firm. The decision to change principal accountants was approved by the Audit Committee and the Board of Directors of the Company. The reports of Baker Tilly on the consolid…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
A side-by-side read on sector standing, valuation, and risk versus Packaged Foods & Meats.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
BRID Bridgford Foods Corp | Below typical Show detailsSector percentile: 28 of 100 | inexpensive | elevated |
MDLZ Mondelez International | Typical Show detailsSector percentile: 46 of 100 | expensive | moderate |
HSY Hershey Company (The) | Above typical Show detailsSector percentile: 90 of 100 | expensive | moderate |
KHC Kraft Heinz | Above typical Show detailsSector percentile: 92 of 100 | fair | moderate |
TSN Tyson Foods | Above typical Show detailsSector percentile: 77 of 100 | fair | moderate |
Not investment advice. As of 2026-06-15.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
Why it matters: Retail sales data affects how much people want to buy. A strong response may show better sales.
Confirms one read:Bridgford Foods has better sales numbers after the retail report on June 17.
Confirms the other:Sales numbers drop or stay the same after the retail sales report.