- Record Quarterly Revenue of $324.9 Million, up 28% Year-over-Year -- Full Year 2025 Revenue Exceeding High End of Guidance at $1,134 Million, up 23% Year-over-Year - - Quarterly Net Income of $19.1 Million and Full Year Net Income of $74.0 Million -- Record Quarterly Adjusted EBITDA of $44.1 Million, up 44% Year-over-Year -- Full Year Adjusted EBITDA Exceeding High End of Guidance at $153.7 Million, up 66% Year-over-Year -- Initiating Full Year 2026 Revenue Guidance of Between $1,375 and $1,425 Million an ...

Company Overview - Rush Street Interactive operates as an online casino and sports betting company in the United States and Latin America, marketing its services under the BetRivers.com, PlaySugarHouse.com, and RushBet.co brands [5] - The company reported a total revenue of $1,063.70 million and a net income of $30.09 million for the trailing twelve months (TTM) [4] - The company has 883 employees and experienced a 1-year price change of 3.55% as of February 4, 2026 [4] Recent Transaction - CEO Richard Todd Schwartz sold 247,114 shares for approximately $4.4 million on February 4, 2026, reducing his direct holdings to 949,048 shares, which is about 0.97% of the company's outstanding shares [1][3] - This transaction was Schwartz's largest single open-market sale, exceeding his prior median sell size of 193,900 shares [7] Earnings Expectations - Rush Street Interactive's Q4 earnings report for FY2025 is anticipated on February 17, 2026, with expectations of positive results based on previous performance and industry trends [6] - In Q3 2025, the company surpassed analysts' revenue expectations by 4.3%, generating $277.91 million, marking the tenth consecutive quarter of revenue improvement [6] Industry Context - Other companies in the casino and betting industry, such as DraftKings and Hasbro, have also reported positive earnings, indicating a favorable environment for online betting [8] - The stock of Rush Street Interactive rose approximately 40% in 2025, suggesting potential for long-term growth in the booming online betting industry [9]

Core Insights - Rush Street Interactive, Inc. (RSI) is set to release its quarterly earnings on February 17, 2026, with expected earnings per share of $0.10 and revenue of approximately $305.6 million, highlighting its strong position in the online casino and sports betting industry [1] Financial Performance - RSI's anticipated earnings per share of $0.10 represent a 42.9% increase from the previous year, while projected revenue of $307.81 million indicates a 21.1% rise compared to the same quarter last year, showcasing the company's growth trajectory [2][6] - The company's price-to-earnings (P/E) ratio is approximately 50.82, reflecting investor confidence as they are willing to pay over 50 times the company's earnings for its shares [3] - RSI's price-to-sales ratio stands at about 4.33, suggesting the market values the company at over four times its annual sales, further indicating strong investor sentiment regarding its future earnings potential [3] Financial Health - RSI maintains a low debt-to-equity ratio of approximately 0.044, indicating a conservative approach to leveraging its equity [4] - The current ratio of about 1.91 suggests that the company has nearly twice as many current assets as current liabilities, which is a positive indicator of short-term financial stability [4][6] Market Activity - Recent insider activity, including CEO Richard Todd Schwartz's sale of 247,114 shares for approximately $4.35 million, has been disclosed, yet RSI's share price increased by 6.2%, closing at $17.78, indicating heightened investor interest and confidence in the company's growth potential [5]

Core Insights - Rogers Sugar Inc. reported strong first quarter fiscal 2026 results, with consolidated adjusted EBITDA increasing by 18% to $46.9 million [1][2]. Financial Performance - Revenues for Q1 2026 were $298.2 million, down from $331.3 million in Q1 2025, a decrease of $38.7 million [2][8]. - Gross margin increased to $65.9 million from $46.7 million year-over-year [2][10]. - Adjusted gross margin rose to $60.8 million from $51.7 million, reflecting a favorable variance of $9.1 million [2][11]. - Net earnings for Q1 2026 were $28.5 million, compared to $15.8 million in Q1 2025, with basic earnings per share increasing to $0.22 from $0.12 [2][3]. - Free cash flow for the trailing twelve months was $89.3 million, an increase of $3.1 million from the previous year [6]. Segment Performance Sugar Segment - Sugar revenues decreased to $226.2 million from $264.9 million, with adjusted EBITDA rising to $41.1 million from $33.9 million [5][6]. - Sales volume in the Sugar segment was 175,000 metric tonnes, down 21,100 metric tonnes or approximately 11% year-over-year [6][9]. - Adjusted gross margin per metric tonne increased to $304, up $79 from the previous year [12]. Maple Segment - Maple revenues increased to $71.9 million from $66.4 million, with adjusted EBITDA remaining stable at $5.8 million [14][18]. - Total maple syrup sales volume was 14,400 thousand pounds, up from 13,400 thousand pounds in the previous year [14]. LEAP Project - The LEAP Project is progressing as planned, with $25 million spent in Q1 2026, primarily for expanding sugar refining and logistics capacity [6][19]. - The total cost of the LEAP Project is expected to be between $280 million and $300 million, with an anticipated in-service date in the first half of 2027 [19][21]. Market Outlook - The company expects continued strong financial results in 2026, despite some softening in global sugar demand due to food inflation [25][27]. - Anticipated sales volume for the Sugar segment in 2026 is 750,000 metric tonnes, reflecting a reduction of approximately 4% compared to 2025 [27]. - The Maple segment is expected to grow, with projected sales volume of 56 million pounds for fiscal 2026, a growth of approximately 5% [35][36].

Core Points - The Annual Meeting of Shareholders for Rogers Sugar Inc. is being held in a virtual format to ensure equal participation for all shareholders regardless of their location [3]. Group 1 - The meeting consists of three parts: formal business, remarks from the President and CEO, and a question-and-answer session [4]. - The Chairman of the Board, Mr. Dallas Ross, welcomed shareholders and emphasized the importance of participation [3]. - The meeting is being recorded, and participants are advised about the implications of disclosing personal information [2].

Group 1 - Rogers Sugar Inc. (RSI) will hold a conference call to discuss their 2026 first quarter results on February 5, 2026, at 8:00 a.m. Eastern Time [1] - The conference call will be chaired by Mr. Michael Walton, Chief Executive Officer, and Mr. Jean-Sébastien Couillard, Chief Financial Officer [1] - Participants can join the call by dialing 1-800-717-1738, and a recording will be available until March 5, 2026 [2] Group 2 - A webcast of the discussion along with a presentation will be accessible through a specified online address [2] - For further inquiries, contact Jean-Sébastien Couillard, Vice President of Finance and Chief Financial Officer, at the provided telephone number [3]

Core Viewpoint - Rush Street Interactive, Inc. (RSI) has shown strong momentum in its online casino and betting businesses, leading to a significant increase in stock price and positive investor sentiment [2][4]. Company Performance - RSI shares increased by 6.2% to $17.78 in the last trading session, following a 13.8% loss over the previous four weeks, indicating a recovery in stock performance [1]. - The company is projected to report quarterly earnings of $0.10 per share, reflecting a year-over-year increase of 42.9%, with revenues expected to reach $307.81 million, up 21.1% from the same quarter last year [2]. Earnings Estimates - The consensus EPS estimate for RSI has been revised 14.3% higher in the last 30 days, suggesting a positive trend that typically correlates with stock price appreciation [4]. - Empirical research indicates a strong correlation between earnings estimate revisions and near-term stock price movements, highlighting the importance of monitoring these trends for investment decisions [3]. Industry Context - RSI is part of the Zacks Gaming industry, which includes other companies like Bally's (BALY), whose stock has underperformed recently, closing 1.3% lower at $15.03 with a month-to-date return of -7.8% [5]. - Bally's consensus EPS estimate has decreased by 5.6% over the past month, indicating a significant decline compared to the previous year's EPS [6].

Core Insights - The consumer discretionary sector has identified oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess stock performance, with an RSI below 30 indicating oversold conditions [1] - A list of major oversold stocks in the consumer discretionary sector includes Kohls Corp, Rush Street Interactive Inc, and Carvana Co, all having an RSI near or below 30 [2] Group 2: Kohls Corp Analysis - Kohls Corp (NYSE: KSS) has an RSI value of 29.6, indicating it is oversold [3] - The stock price of Kohls fell approximately 17% over the past month, reaching a 52-week low of $6.04 [3] - On the latest trading day, Kohls shares closed at $17.22 after a decline of 3.2% [3] - Kohls has an Edge Stock Rating with a momentum score of 86.20 and a value score of 96.75 [3]

Core Viewpoint - The consumer discretionary sector has several oversold stocks that present potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator used to assess stock performance, with an RSI below 30 indicating that a stock is typically considered oversold [1]. - A list of major oversold stocks in the consumer discretionary sector includes Kohls Corp, Rush Street Interactive Inc, and Carvana Co, all having an RSI near or below 30 [2]. Group 2: Kohls Corp Analysis - Kohls Corp (NYSE: KSS) has an RSI value of 29.6, indicating it is oversold [3]. - The stock price of Kohls fell approximately 17% over the past month, reaching a 52-week low of $6.04 [3]. - On the latest trading day, Kohls shares decreased by 3.2%, closing at $17.22 [3]. - Jefferies analyst Blake Anderson has assigned a Hold rating to Kohls, with an Edge Stock Rating showing a momentum score of 86.20 and a value score of 96.75 [3].

Core Viewpoint - Rush Street Interactive, Inc. (RSI) will release its fourth quarter and full year 2025 results on February 17, 2026, followed by a conference call to discuss the results [1]. Group 1: Earnings Release Details - The earnings press release and related materials will be available on RSI's investor relations website [2]. - The conference call will take place at 6:00 pm Eastern Time, with access via a toll-free number and local numbers for different regions [2]. Group 2: Company Overview - RSI is an online gaming and sports entertainment company operating in the U.S., Canada, and Latin America, with brands including BetRivers, PlaySugarHouse, and RushBet [4]. - The company operates in fifteen U.S. states and several international markets, offering real-money mobile and online gaming options [4]. - RSI has received multiple awards, including the 2025 EGR LatAm Awards Operator of the Year and the EGR North America Awards Customer Services Operator of the Year for five consecutive years [4].