Aug. 11 at 4:37 PM
$RGF Trying to understand how the company's doing as they won’t be providing us any feedback.
From Walmart's website
Nuggets, 10k+ since yesterday.
Breasts, 5k+ since yesterday
(Homestyle meatballs, 1k+ since yesterday.)
Just Bare, Nuggets, 10k+ since yesterday
Just Bare, Breasts, 5k+ since yesterday
Tyson, Nuggets, 10k+ since yesterday
Tyson, Breasts, 10k+ since yesterday
Great Value (store brand), 10k+ for both
Research shows Walmart returns 10k+, 5k+, 2k+, and 1k+ levels.
Circa 2024 new product pacesetters:
Just Bare, #1,
$370M.
Real Good Foods, #9,
$63M
Both won 2025 BASES Breakthrough Innovation Award
Feb 2026, Just Bare exceeded
$1B retail sales., 45% YoY.
Just Bare likely benefits from parent company Pilgrim’s footprint, scale, marketing, etc.