So this whole $SNAP mess is just pushing prices even lower for all the processed food stuff. And if the shutdown just makes this packaged food crisis even worse, on top of the whole GLP-1 thing.

We're seeing discounts all over the grocery store, especially in the processed aisle. Think canned soup, chips, frozen dinners you know, the stuff that makes up like 60% of what people buy with SNAP benefits.

So could this maybe be setting up a decent time to maybe take a look?

But like, how cheap is actually cheap enough for these companies? Whether you're looking at EV/EBITDA, free cash flow, or even their dividend payouts.

If things really fall apart, names like $CAG or $KHC might get kinda interesting, no?What do you guys think?