London Company's SMID Cap Strategy stated in its Q2 2026 investor letter that despite weaker-than-expected retail volumes weighing on The Marzetti Company's (MZTI) results, they believe these pressures are temporary. The firm is confident that margin expansion will continue through productivity initiatives, while the Bachan's acquisition and portfolio optimization will further strengthen the company's long-term earnings growth. MZTI shares closed at $112.53 on August 27, 2026, having returned 5.30% over the past month but declined 38.37% in the last 52 weeks.