Added to YB: 2026-01-08
Pitch date: 2026-01-05
BRID [neutral]
Bridgford Foods Corporation
Author Info
No bio for this author
Company Info
Bridgford Foods Corporation, together with its subsidiaries, manufactures, markets, and distributes frozen and snack food products in the United States.
Market Cap
$74.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-23.02
P/E
-10.23
EV/Sales
0.34
Sector
Food Products
Category
turnaround
Phenom Capital 2025 Portfolio Update (+59%) - Part 1: Bridgford Foods Corporation
BRID (holding update): Turnaround thesis hinges on beef pricing. Trump removed 10% Argentina tariff, quadrupled quota to 80K metric tons, removed 40% Brazil tariffs. Tyson closure cuts 5% US slaughter but excess capacity exists. Import changes may help prices but US consumption massive. Real relief requires herd expansion - slow process.
Read full article (1 min)