Shelf-Stable Food Stocks Q2 Teardown: McCormick (NYSE:MKC) Vs The Rest

Let’s dig into the relative performance of J&J Snack Foods and its peers as we unravel the now-completed Q2 shelf-stable food earnings season.

As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations.

The 21 shelf-stable food stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.6% since the latest earnings results.

J&J Snack Foods

Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers.

J&J Snack Foods reported revenues of $454.3 million, up 3.3% year on year. This print exceeded analysts’ expectations by 2%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ EBITDA estimates. estimates.

Dan Fachner, J&J Snack Foods Chairman, President, and CEO stated, “We delivered strong third quarter results, achieving record performance across key financial metrics, including net sales of $454.3 million and adjusted EBITDA of $72.0 million. These results reflect the resilience of our business, the strength of our diversified portfolio, the continued appeal of our brands, and our team’s relentless focus on disciplined execution in the face of a cautious consumer environment and weather-related headwinds.

The stock is down 13.2% since reporting and currently trades at $100.00.

Is now the time to buy J&J Snack Foods? Access our full analysis of the earnings results here, it’s free.

Best Q2: Hershey

Best known for its milk chocolate bar and Hershey's Kisses, Hershey is an iconic company known for its chocolate products.

Hershey reported revenues of $2.61 billion, up 26% year on year, outperforming analysts’ expectations by 3.1%. The business had an exceptional quarter with a solid beat of analysts’ EBITDA and organic revenue estimates.

Hershey achieved the fastest revenue growth among its peers. The market seems content with the results as the stock is up 1.4% since reporting. It currently trades at $189.01.

Is now the time to buy Hershey? Access our full analysis of the earnings results here, it’s free.

Weakest Q2: Hain Celestial

Sold in over 75 countries around the world, Hain Celestial is a natural and organic food company whose products range from snacks to teas to baby food.

Hain Celestial reported revenues of $363.3 million, down 13.2% year on year, falling short of analysts’ expectations by 2.3%. It was a disappointing quarter as it posted a significant miss of analysts’ organic revenue and adjusted operating income estimates.

Hain Celestial delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 29.2% since the results and currently trades at $1.53.

Read our full analysis of Hain Celestial’s results here.

Simply Good Foods

Best known for its Atkins brand that was inspired by the popular diet of the same name, Simply Good Foods is a packaged food company whose offerings help customers achieve their healthy eating or weight loss goals.

Simply Good Foods reported revenues of $381 million, up 13.8% year on year. This number met analysts’ expectations. Overall, it was a satisfactory quarter as it also produced a decent beat of analysts’ EBITDA estimates.

The stock is down 18.9% since reporting and currently trades at $26.25.

Read our full, actionable report on Simply Good Foods here, it’s free.

BellRing Brands

Spun out of Post Holdings in 2019, Bellring Brands offers protein shakes, nutrition bars, and other products under the PowerBar, Premier Protein, and Dymatize brands.

BellRing Brands reported revenues of $547.5 million, up 6.2% year on year. This print surpassed analysts’ expectations by 3%. It was a strong quarter as it also put up an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ organic revenue estimates.

The stock is down 33% since reporting and currently trades at $36.

Read our full, actionable report on BellRing Brands here, it’s free.

Market Update

Thanks to the Fed’s rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn’t send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump’s November win lit a fire under major indices and sent them to all-time highs. However, there’s still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at shelf-stable food stocks, starting with Post .

As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations.

The 21 shelf-stable food stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.8% since the latest earnings results.

Post

Founded in 1895, Post is a packaged food company known for its namesake breakfast cereal and healthier-for-you snacks.

Post reported revenues of $1.98 billion, up 1.9% year on year. This print exceeded analysts’ expectations by 1.9%. Overall, it was a strong quarter for the company with a beat of analysts’ EPS and EBITDA estimates.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $102.88.

Is now the time to buy Post? Access our full analysis of the earnings results here, it’s free.

Best Q2: Hershey

Best known for its milk chocolate bar and Hershey's Kisses, Hershey is an iconic company known for its chocolate products.

Hershey reported revenues of $2.61 billion, up 26% year on year, outperforming analysts’ expectations by 3.1%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and organic revenue estimates.

Hershey scored the fastest revenue growth among its peers. The market seems content with the results as the stock is up 2.5% since reporting. It currently trades at $191.06.

Is now the time to buy Hershey? Access our full analysis of the earnings results here, it’s free.

Weakest Q2: Hain Celestial

Sold in over 75 countries around the world, Hain Celestial is a natural and organic food company whose products range from snacks to teas to baby food.

Hain Celestial reported revenues of $363.3 million, down 13.2% year on year, falling short of analysts’ expectations by 2.3%. It was a disappointing quarter as it posted a significant miss of analysts’ organic revenue and adjusted operating income estimates.

Hain Celestial delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 33.2% since the results and currently trades at $1.44.

Read our full analysis of Hain Celestial’s results here.

B&G Foods

Started as a small grocery store in New York City, B&G Foods is an American packaged foods company with a diverse portfolio of more than 50 brands.

B&G Foods reported revenues of $424.4 million, down 4.5% year on year. This print came in 1.2% below analysts' expectations. Overall, it was a softer quarter as it also recorded EPS in line with analysts’ estimates and a miss of analysts’ EBITDA estimates.

B&G Foods had the weakest full-year guidance update among its peers. The stock is up 10.4% since reporting and currently trades at $4.56.

Read our full, actionable report on B&G Foods here, it’s free.

J&J Snack Foods

Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers.

J&J Snack Foods reported revenues of $454.3 million, up 3.3% year on year. This result surpassed analysts’ expectations by 2%. Overall, it was a very strong quarter as it also produced an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

The stock is down 10.6% since reporting and currently trades at $102.98.

Read our full, actionable report on J&J Snack Foods here, it’s free.

Market Update

Thanks to the Fed’s series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump’s presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Cash flow is valuable, but it’s not everything - StockStory helps you identify the companies that truly put it to work. Keeping that in mind, here are three cash-producing companies to avoid and some better opportunities instead.

Elastic (ESTC)

Trailing 12-Month Free Cash Flow Margin: 20.2%

Built on the powerful open-source Elasticsearch technology that powers search functionality for thousands of websites worldwide, Elastic provides a search and AI platform that helps organizations find insights from their data, monitor applications, and protect against security threats.

Why Does ESTC Give Us Pause?

• Annual revenue growth of 19% over the last three years was below our standards for the software sector
• Historical operating margin losses point to an inefficient cost structure
• Free cash flow margin is forecasted to shrink by 1.3 percentage points in the coming year, suggesting the company will consume more capital to keep up with its competitors

Elastic’s stock price of $86.31 implies a valuation ratio of 5.3x forward price-to-sales. Dive into our free research report to see why there are better opportunities than ESTC.

J&J Snack Foods (JJSF)

Trailing 12-Month Free Cash Flow Margin: 4.2%

Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers.

Why Do We Think Twice About JJSF?

• Revenue base of $1.6 billion puts it at a disadvantage compared to larger competitors exhibiting economies of scale
• Estimated sales growth of 1.6% for the next 12 months implies demand will slow from its three-year trend
• Free cash flow margin dropped by 2.7 percentage points over the last year, implying the company became more capital intensive as competition picked up

J&J Snack Foods is trading at $103.53 per share, or 19.4x forward P/E. Check out our free in-depth research report to learn more about why JJSF doesn’t pass our bar.

Crane (CR)

Trailing 12-Month Free Cash Flow Margin: 13%

Based in Connecticut, Crane is a diversified manufacturer of engineered industrial products, including fluid handling, and aerospace technologies.

Why Should You Dump CR?

• Products and services are facing significant end-market challenges during this cycle as sales have declined by 6.1% annually over the last five years
• Organic sales performance over the past two years indicates the company may need to make strategic adjustments or rely on M&A to catalyze faster growth
• Earnings per share fell by 6.7% annually over the last two years while its revenue grew, partly because it diluted shareholders

At $182.79 per share, Crane trades at 31.1x forward P/E. Read our free research report to see why you should think twice about including CR in your portfolio.

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As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at shelf-stable food stocks, starting with General Mills .

As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations.

The 21 shelf-stable food stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.3% since the latest earnings results.

General Mills

Best known for its portfolio of powerhouse breakfast cereal brands, General Mills is a packaged foods company that has also made a mark in cereals, baking products, and snacks.

General Mills reported revenues of $4.56 billion, down 3.3% year on year. This print fell short of analysts’ expectations by 0.5%. Overall, it was a mixed quarter for the company with a narrow beat of analysts’ EBITDA estimates but a slight miss of analysts’ gross margin estimates.

“The investments we made in the second half of fiscal 2025 to bring consumers more value worked as we expected, driving improved volume and pound share trends in the fourth quarter,” said General Mills Chairman and Chief Executive Officer Jeff Harmening.

Unsurprisingly, the stock is down 7.5% since reporting and currently trades at $49.38.

Is now the time to buy General Mills? Access our full analysis of the earnings results here, it’s free.

Best Q2: Hershey

Best known for its milk chocolate bar and Hershey's Kisses, Hershey is an iconic company known for its chocolate products.

Hershey reported revenues of $2.61 billion, up 26% year on year, outperforming analysts’ expectations by 3.1%. The business had an exceptional quarter with a solid beat of analysts’ EBITDA and organic revenue estimates.

Hershey pulled off the fastest revenue growth among its peers. However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $185.56.

Is now the time to buy Hershey? Access our full analysis of the earnings results here, it’s free.

Slowest Q2: Hain Celestial

Sold in over 75 countries around the world, Hain Celestial is a natural and organic food company whose products range from snacks to teas to baby food.

Hain Celestial reported revenues of $363.3 million, down 13.2% year on year, falling short of analysts’ expectations by 2.3%. It was a disappointing quarter as it posted a significant miss of analysts’ organic revenue and EBITDA estimates.

Hain Celestial delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 26.4% since the results and currently trades at $1.59.

Read our full analysis of Hain Celestial’s results here.

J&J Snack Foods

Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers.

J&J Snack Foods reported revenues of $454.3 million, up 3.3% year on year. This print topped analysts’ expectations by 2%. It was a very strong quarter as it also put up a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 10.6% since reporting and currently trades at $103.

Read our full, actionable report on J&J Snack Foods here, it’s free.

Conagra

Founded in 1919 as Nebraska Consolidated Mills in Omaha, Nebraska, Conagra Brands today boasts a diverse portfolio of packaged foods brands that includes everything from whipped cream to jarred pickles to frozen meals.

Conagra reported revenues of $2.78 billion, down 4.3% year on year. This result lagged analysts' expectations by 1.7%. It was a disappointing quarter as it also produced full-year EPS guidance missing analysts’ expectations.

The stock is down 7.4% since reporting and currently trades at $18.85.

Read our full, actionable report on Conagra here, it’s free.

Market Update

In response to the Fed’s rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed’s 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump’s presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the shelf-stable food stocks, including Mondelez and its peers.

As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations.

The 20 shelf-stable food stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line.

While some shelf-stable food stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.6% since the latest earnings results.

Mondelez

Founded as Nabisco in 1903, Mondelez is a packaged snacks powerhouse best known for its Oreo, Cadbury, Toblerone, Ritz, and Trident brands.

Mondelez reported revenues of $8.98 billion, up 7.7% year on year. This print exceeded analysts’ expectations by 1.5%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ adjusted operating income estimates.

“We posted accelerated top-line growth in Q2 2025 underpinned by strong pricing execution in our chocolate business and robust growth across the vast majority of our geographies,” said Dirk Van de Put, Chair and Chief Executive Officer.

The stock is down 11.2% since reporting and currently trades at $61.95.

Is now the time to buy Mondelez? Access our full analysis of the earnings results here, it’s free.

Best Q2: Hershey

Best known for its milk chocolate bar and Hershey's Kisses, Hershey is an iconic company known for its chocolate products.

Hershey reported revenues of $2.61 billion, up 26% year on year, outperforming analysts’ expectations by 3.1%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and organic revenue estimates.

Hershey delivered the fastest revenue growth among its peers. However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $185.50.

Is now the time to buy Hershey? Access our full analysis of the earnings results here, it’s free.

Weakest Q2: Conagra

Founded in 1919 as Nebraska Consolidated Mills in Omaha, Nebraska, Conagra Brands today boasts a diverse portfolio of packaged foods brands that includes everything from whipped cream to jarred pickles to frozen meals.

Conagra reported revenues of $2.78 billion, down 4.3% year on year, falling short of analysts’ expectations by 1.7%. It was a disappointing quarter as it posted full-year EPS guidance missing analysts’ expectations.

Conagra delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 5.5% since the results and currently trades at $19.24.

Read our full analysis of Conagra’s results here.

Lamb Weston

Best known for its Grown in Idaho brand, Lamb Weston produces and distributes potato products such as frozen french fries and mashed potatoes.

Lamb Weston reported revenues of $1.68 billion, up 4% year on year. This result topped analysts’ expectations by 5.7%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts’ EBITDA estimates and an impressive beat of analysts’ organic revenue estimates.

Lamb Weston pulled off the biggest analyst estimates beat among its peers. The stock is up 14.8% since reporting and currently trades at $56.42.

Read our full, actionable report on Lamb Weston here, it’s free.

J&J Snack Foods

Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers.

J&J Snack Foods reported revenues of $454.3 million, up 3.3% year on year. This number beat analysts’ expectations by 2%. It was a very strong quarter as it also logged an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

The stock is down 8.9% since reporting and currently trades at $105.

Read our full, actionable report on J&J Snack Foods here, it’s free.

Market Update

The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the shelf-stable food industry, including Hormel Foods and its peers.

As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations.

The 20 shelf-stable food stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line.

While some shelf-stable food stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.6% since the latest earnings results.

Hormel Foods

Best known for its SPAM brand, Hormel is a packaged foods company with products that span meat, poultry, shelf-stable foods, and spreads.

Hormel Foods reported revenues of $3.03 billion, up 4.6% year on year. This print exceeded analysts’ expectations by 1.7%. Despite the top-line beat, it was still a disappointing quarter for the company with a significant miss of analysts’ adjusted operating income estimates.

"I am honored to rejoin this great company and partner with John Ghingo and the entire leadership team to focus on restoring profitable growth," said Jeff Ettinger, interim chief executive officer.

Unsurprisingly, the stock is down 13% since reporting and currently trades at $25.24.

Read our full report on Hormel Foods here, it’s free.

Best Q2: Hershey

Best known for its milk chocolate bar and Hershey's Kisses, Hershey is an iconic company known for its chocolate products.

Hershey reported revenues of $2.61 billion, up 26% year on year, outperforming analysts’ expectations by 3.1%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and organic revenue estimates.

Hershey delivered the fastest revenue growth among its peers. However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $185.50.

Is now the time to buy Hershey? Access our full analysis of the earnings results here, it’s free.

Weakest Q2: Conagra

Founded in 1919 as Nebraska Consolidated Mills in Omaha, Nebraska, Conagra Brands today boasts a diverse portfolio of packaged foods brands that includes everything from whipped cream to jarred pickles to frozen meals.

Conagra reported revenues of $2.78 billion, down 4.3% year on year, falling short of analysts’ expectations by 1.7%. It was a disappointing quarter as it posted full-year EPS guidance missing analysts’ expectations.

Conagra delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 5.5% since the results and currently trades at $19.24.

Read our full analysis of Conagra’s results here.

J&J Snack Foods

Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers.

J&J Snack Foods reported revenues of $454.3 million, up 3.3% year on year. This number topped analysts’ expectations by 2%. Overall, it was a very strong quarter as it also recorded an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

The stock is down 8.9% since reporting and currently trades at $105.

Read our full, actionable report on J&J Snack Foods here, it’s free.

Post

Founded in 1895, Post is a packaged food company known for its namesake breakfast cereal and healthier-for-you snacks.

Post reported revenues of $1.98 billion, up 1.9% year on year. This print beat analysts’ expectations by 1.9%. It was a strong quarter as it also put up a beat of analysts’ EPS estimates and a decent beat of analysts’ EBITDA estimates.

The stock is up 2% since reporting and currently trades at $104.98.

Read our full, actionable report on Post here, it’s free.

Market Update

Thanks to the Fed’s rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn’t send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump’s November win lit a fire under major indices and sent them to all-time highs. However, there’s still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy.