Geopolitics Alpha

8-K - BGSF, INC. (0001474903) (Filer)

Published . Updated .

Key takeaways

  • 8-K - BGSF filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: BGSF, XLP, MDLZ, CAG, CPB
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHA8-K - BGSF, INC. (0001474903)(Filer)BGSFGEOPOLITICS ALPHA

8-K - BGSF filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • BGSF Bgsf

    Named in this report.

Indirectly affected

  • XLP Consumer Staples Select Sector SPDR-2.8% 14d

    Consumer Staples Select Sector SPDR holds the consumer staples sector that B&G Foods belongs to, so it often moves with news about it.

  • MDLZ Mondelez International+9.2% 14d

    Mondelez International is a peer of B&G Foods in food and kindred products; rivals often move on the same news.

  • CAG Conagra Brands-2.6% 30d

    Conagra Brands is a peer of B&G Foods in food and kindred products; rivals often move on the same news.

  • CPB The Campbell's+7.9% 30d

    The Campbell's is a peer of B&G Foods in food and kindred products; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BGSF+6.29%-8.86%baseafter closeafter closeafter closeafter close
XLP-4.14%-1.21%baseafter closeafter closeafter closeafter close
MDLZ-7.18%-1.44%baseafter closeafter closeafter closeafter close
CAG-7.76%-3.27%baseafter closeafter closeafter closeafter close
CPB-9.77%-4.85%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001474903-26-000089 Size: 1 MB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

The price since 4 Nov 2026: Bgsf (BGSF) versus the S&P 500

CompanyWhenMoveStatus
Bgsf (BGSF)three days earlier-8.86%final price
Bgsf (BGSF)five days earlier+6.29%final price
Conagra Brands (CAG)three days earlier-3.27%final price
Conagra Brands (CAG)five days earlier-7.76%final price
Campbell'S (CPB)three days earlier-4.85%final price
Campbell'S (CPB)five days earlier-9.77%final price
Mondelez International (MDLZ)three days earlier-1.44%final price
Mondelez International (MDLZ)five days earlier-7.18%final price
Select Sector Spdr Tr (XLP)three days earlier-1.21%final price
Select Sector Spdr Tr (XLP)five days earlier-4.14%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - BGSF, INC. (0001474903) (Filer)”

Companies mentioned with this story

  • BGSF Bgsf

    Bgsf (BGSF) is linked, with no stored direction, high confidence in the 4 Nov 2026 story “8-K - BGSF, INC. (0001474903) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> BGSF

  • XLP Select Sector Spdr Tr

    In “8-K - BGSF, INC. (0001474903) (Filer),” Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence. Reason on file: Consumer Staples Select Sector SPDR holds the consumer staples sector that B&G Foods belongs to, so it often moves with news about it

  • MDLZ Mondelez International

    Mondelez International (MDLZ) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - BGSF, INC. (0001474903) (Filer).” Reason on file: Mondelez International is a peer of B&G Foods in food and kindred products; rivals often move on the same news

  • CAG Conagra Brands

    Conagra Brands (CAG) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - BGSF, INC. (0001474903) (Filer).” Reason on file: Conagra Brands is a peer of B&G Foods in food and kindred products; rivals often move on the same news

  • CPB Campbell'S

    For “8-K - BGSF, INC. (0001474903) (Filer),” Campbell'S (CPB) is linked, with no stored direction, medium confidence. Reason on file: The Campbell's is a peer of B&G Foods in food and kindred products; rivals often move on the same news

How “8-K - BGSF, INC. (0001474903) (Filer)” reaches Bgsf (BGSF)

On 4 Nov 2026, “8-K - BGSF, INC. (0001474903) (Filer)” is the story that connects Bgsf (BGSF) to this story.

What ties Bgsf (BGSF) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> BGSF

Select Sector Spdr Tr (XLP) is here too. Its reason reads: Consumer Staples Select Sector SPDR holds the consumer staples sector that B&G Foods belongs to, so it often moves with news about it

Dates and price levels for Bgsf (BGSF)

MDLZ traded between 58.31 and 66.49 across 14 sessions. The latest close on file is 65.12. XLP traded between 80.10 and 83.07 across 11 sessions. The latest close on file is 81.02.

A simple score for Bgsf (BGSF)

40 out of 100

“8-K - BGSF, INC. (0001474903) (Filer)” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.