It’s one of the most talked-about partnerships in critical minerals.

Why would a $116B global mining powerhouse like Rio Tinto back a $10M early-stage company?

Because this North American firm holds assets that align directly with the West’s most urgent priority… securing metals that underpin defense, energy, and advanced manufacturing.

Lithium for batteries. Uranium for nuclear power. Titanium for fighter-jets. These are the materials that will define the next century of industrial and military strength – and right now, much of that supply sits in China and Russia.

This company’s FOUR projects, all within N. America’s safest mining jurisdictions, represent a direct path toward reshoring production. And Rio Tinto’s multimillion-dollar commitment suggests they see long-term potential.

In a world where national defense and natural resources are intertwined, this partnership could be one of the smartest early moves of the decade.

Discover what caught Rio Tinto’s attention >

Today’s Bonus News

Carving Up Profits: 3 Food Stocks on the Thanksgiving Table

Written by Jeffrey Neal Johnson. Published 11/12/2025. 

Key Points

TreeHouse Food’s acquisition by a private equity firm at a significant premium unlocks immediate and substantial cash value for its current shareholders.

Tyson Foods’ diversified business model is showing strength, with record profitability in its poultry segment driving a confident company-wide outlook.

Following a major divestiture, Dole is implementing a capital return strategy that focuses on rewarding investors through a new share buyback program.

As families plan their Thanksgiving menus, a different kind of feast is unfolding on Wall Street. Companies that stock our pantries and fill our dinner tables are making strategic moves that are catching investors’ attention. The main course was served on Nov. 10, 2025, when private-label food giant 

TreeHouse Foods (NYSE: THS)

 saw its stock surge more than 22% after news of a multi-billion-dollar buyout.

The acquisition, orchestrated by a major private equity firm, signals that sophisticated investors see deep, untapped value in the food manufacturing sector. It raises the question: what other opportunities are hiding in plain sight? Beyond TreeHouse, key suppliers such as Tyson Foods (NYSE: TSN) and Dole plc (NYSE: DOLE) also reported notable developments, each presenting a distinct investment case. For investors, this creates a menu of opportunities, each with its own recipe for potential returns.

TreeHouse Foods: An Acquisition Served With a Premium

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The most significant news driving the food sector is the agreement for TreeHouse Foods to be acquired by investment firm Investindustrial. The all-cash transaction carries a total enterprise value of approximately $2.9 billion, a figure that sent a clear message to the market about the company’s underlying worth.

Shareholders are set to receive $22.50 per share in cash. That price represents a substantial 38% premium to the company’s closing stock price on Sept. 26, 2025, the last trading day before market speculation about a potential deal began.

The market reacted swiftly, sending TreeHouse Foods’ stock up 22.83% to close at $23.40 on the day of the announcement.

The buyout presents a clear exit opportunity for shareholders, particularly after a challenging third quarter in which the company reported a net loss and missed analyst expectations.

The deal also includes a non-transferable Contingent Value Right (CVR), which could provide investors with a future payout tied to the outcome of ongoing antitrust litigation related to the single-serve coffee market involving Keurig (NASDAQ: KDP) and Green Mountain.

For investors, the narrative around TreeHouse Foods has shifted. The stock is now an event-driven play focused on the successful closing of the acquisition, expected in the first quarter of 2026. While several law firms have launched routine investigations into the deal’s fairness, the significant premium paid by private equity is strong validation that meaningful value was unlocked in the business.

Tyson Foods: Poultry Profits Power a Turnaround

As the potential supplier of the Thanksgiving turkey, Tyson Foods is a household name, and its latest financial report highlights strategic resilience.

Tyson reported solid fiscal Q4 and full-year 2025 results, beating analyst expectations on adjusted earnings. The stock rose 2.41% to $53.95 on the news.

The company’s performance was driven by the exceptional strength of its chicken segment, which is helping offset industry-wide challenges in its beef business.

Key results include:

Strong full-year performance: Fiscal 2025 sales increased 2.1% to $54.44 billion, while adjusted earnings per share (EPS) jumped 33% to $4.12.

Chicken segment dominance: The chicken segment delivered an impressive 10.4% adjusted operating margin in the fourth quarter, reflecting strong consumer demand and effective cost management.

Beef segment headwinds: The beef segment posted a negative adjusted operating margin of 1.6% in the fourth quarter, squeezed by record-high cattle costs and weakening demand at higher price points.

Despite pressure on its beef business, Tyson’s diversified model is proving its value. In a show of management confidence, the Board of Directors approved a 2% increase in the quarterly dividend. The company also issued an upbeat outlook for fiscal 2026, forecasting sales growth of 2% to 4%.

For investors, the takeaway is clear: Tyson’s poultry and prepared foods divisions are generating enough profit and cash flow to help the company navigate the cyclical downturn in beef. The positive market reaction suggests investors are focusing on this operational strength and the company’s confident guidance.

Dole: Focused Strategy and Shareholder Returns

No holiday meal is complete without fresh sides and desserts, and Dole plc is making strategic moves to remain a top supplier. The company recently reported mixed third-quarter earnings, with revenue beating expectations while earnings missed. But the bigger story is the company’s pivot to a leaner, more focused business model.

In August 2025, Dole completed the sale of its Fresh Vegetables division, a strategic move that freed capital and allowed the company to concentrate on its core, higher-margin businesses.

That discipline is already benefiting shareholders. Dole’s Board of Directors authorized a new $100 million share repurchase program, signaling a clear commitment to returning capital to investors.

Despite sourcing cost pressures that weighed on Q3 EPS of $0.05, the business showed momentum.

Key indicators include:

Strong revenue growth: Third-quarter revenue rose 10.5% year-over-year to $2.3 billion, surpassing analyst forecasts.

Raised full-year guidance: Management raised full-year adjusted EBITDA guidance to the upper end of its target range of $380−$390 million, citing strong momentum.

For investors, Dole represents a compelling special situation: strategic changes are unlocking value, and a focused capital-return policy—through dividends and buybacks—is enhancing shareholder returns. The strong revenue performance and confident outlook suggest the company is successfully navigating operational challenges.

The Final Bite: A Plate for Every Palate

The blockbuster buyout of TreeHouse Foods confirmed what many investors suspected—companies that stock America’s pantries were undervalued. Recent earnings and strategic announcements from Tyson Foods and Dole plc reinforce that view, each following a different path to create value.

The Thanksgiving table offers a diverse menu of investment opportunities. TreeHouse Foods is an event-driven play with a defined cash payout at a substantial premium. Tyson Foods is a resilient industry giant, leveraging a powerful poultry segment to weather the cycle while rewarding shareholders with a growing dividend. Dole plc is executing a strategic refocus to unlock and return value through an aggressive buyback program. For investors paying attention, the food sector is serving up more than just dinner this holiday season.