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Stock impact report

2 Small Caps for the K-shaped Economy [Yahoo! Finance]

Seneca Foods Corp. - Class B (SENEB) 
US:NASDAQ Investor Relations: senecafoods.com/investors
Company Research Source: Yahoo! Finance
The higher end consumer, buttressed by stock market gains and housing appreciation, seems unfazed by any inflation pressure and continues to spend. While the lower end consumer appears to be increasingly more price sensitive, pulling back in cases or downgrading to cheaper versions of their necessities. Despite the tale of two cities, the “net-net” effect, at the moment, seems to be a relatively strong economy based on recent GDP numbers. But the K-shape analogy can also be applied to generational differences on spending. Here we highlight 2 small caps which reflect the K-shape story, both currently with Outperform ratings. Seneca Foods Corporation (SENEA) is a provider of packaged fruits and vegetables. It operates 26 primary facilities across the United States, including packaging plants, a can manufacturing facility, seed production operations, farming ventures and a logistics support network. SENEA's core business involves producing and marketing canned, frozen and jarred Show less Read more
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