FB Financial: Slow And Steady, Dividend Growth
Seeking Alpha· 2025-07-15 15:40
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
Sprouts Farmers Chases Growth in Booming Health & Wellness Market
ZACKS· 2025-07-15 15:36
Core Insights - Sprouts Farmers Market, Inc. (SFM) is strategically positioning itself to capture a larger share of the $290 billion health and wellness market, which is part of the overall $1.6 trillion food-at-home expenditure [1] - The company emphasizes a differentiated product assortment, with over 70% of its offerings being attribute-driven, including organic, gluten-free, and non-GMO options [2][8] - Innovation plays a crucial role for SFM, with the introduction of over 7,100 new items in 2024, targeting health-conscious consumers [3][8] - SFM aims to enhance customer engagement through initiatives like a new loyalty program tailored for health-focused shoppers, indicating significant growth potential in the health and wellness sector [4] Industry Context - United Natural Foods, Inc. (UNFI) is a major player in the natural food sector, distributing a wide range of organic and natural products across North America [5] - Beyond Meat, Inc. (BYND) is leveraging the health and wellness trend by providing plant-based protein options that cater to consumers seeking healthier and sustainable food choices [6] Financial Performance - SFM's stock has increased by 29.5% year-to-date, outperforming the industry growth of 18% [7][8] - The projected earnings per share (EPS) growth for SFM is 35.5% for the current year, with a year-over-year sales growth estimate of 13.6% [10][14] - SFM's forward 12-month price-to-sales ratio is 1.74, significantly higher than the industry average of 0.26 [9] Consensus Estimates - The Zacks Consensus Estimate for SFM's current financial-year sales is $8.77 billion, reflecting a year-over-year growth of 13.6% [10][13] - The consensus estimate for EPS for the current year is $5.08, indicating a year-over-year growth of 35.5% [14]
Talen Energy Corporation: A Structurally Improved Business That Enjoys A Strong Secular Tailwind
Seeking Alpha· 2025-07-15 15:34
I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with st ...
Rare Earth Royalty: Meet The Power Players Shaping The Industry
Benzinga· 2025-07-15 15:33
The rare earth sector is in the spotlight and driven by the global race for critical minerals essential to clean energy, defense and high-tech industries. Here's a guide to five standout stocks shaping the future of rare earth materials:MP MaterialsTicker: MP (NYSE)Market Cap: ~$7.4BHeadquarters: Las Vegas, NevadaFocus: Rare earth mining and magneticsFlagship Asset: Mountain Pass Mine, CaliforniaLast week, MP Materials Corp. MP announced a public-private partnership with the U.S. Department of Defense consi ...
NEW YORK STATE TO OFFER NEW COMMERCIAL EV INCENTIVES IN AUGUST; PERFECT TIME TO BUY THE BOLLINGER B4 ALL-ELECTRIC TRUCK
Prnewswire· 2025-07-15 15:31
Incentives Ranging From $85,000 to $144,000 Available to Stimulate Commercial Electric Vehicle Market; Bollinger B4 All-Electric Truck Primed to SellOAK PARK, Mich., July 15, 2025 /PRNewswire/ -- August will be one of the best times to buy a commercial electric vehicle, as funding for state incentives in New York are set to be replenished, according to Bollinger Motors. The New York Truck Voucher Incentive Program ("NYTVIP") is a state incentive aimed to accelerate commercialization by providing point-of-sa ...
Natural and Organic Food Stocks Showing Strong Potential for 2025
ZACKS· 2025-07-15 15:30
An updated edition of the May 26, 2025 article.The natural foods industry has undergone a remarkable transformation, shifting from a niche market to a mainstream powerhouse driven by increasing consumer health consciousness and environmental awareness. Today, more than ever, consumers are prioritizing clean eating practices and ethical sourcing, catalyzing a surge in demand for natural and organic food products.Central to this evolution is the consumer's heightened preference for products that offer transpa ...
Economy Shows Signs of Warming: CPI, Q2 Bank Earnings
ZACKS· 2025-07-15 15:30
Tuesday, July 15, 2025Events begin to pick up this morning for the ongoing trading week. Following a fairly dormant period of the last week and a half or so, we’re finally getting down to some real nitty-grit. Pre-markets are bouncing around a bit at this hour, but looking to push fully into the green ahead of the opening bell. The Dow is down -34 points, but the S&P 500, Nasdaq and small-cap Russell 2000 are all up: +25 points, +160 and +5 points, respectively. CPI for June In-Line with Warmer Expectations ...
Costco's June Sales Climb on Robust 11.5% E-Commerce Growth
ZACKS· 2025-07-15 15:30
Key Takeaways COST's total comparable sales rose 5.8% in June, with U.S. comps up 4.7% and other international up 10.9%. E-commerce comps surged 11.5%, maintaining strong momentum following double-digit growth in prior months. Net sales climbed 8% to $26.44 billion, supported by membership strength and competitive pricing strategies.Costco Wholesale Corporation (COST) sustained its steady comparable sales growth in June, reflecting its ongoing strength with value-conscious consumers. The company’s competi ...
AMD: It Doesn't Need To Dethrone Nvidia
Seeking Alpha· 2025-07-15 15:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
3 Ideal July Buys And 7 To Watch From 47 'Safer' Dividends In 100 Barron's Sustainable Dogs
Seeking Alpha· 2025-07-15 15:29
This article is based on 100 top sustainable companies as determined by Calvert Research and Management's annual review of more than 230 Environmental, Social, and Governance (ESG) performance indicators, such as workplace diversity, data security, and greenhouse-gas emissions, as reported in theGet the Sustainable Dividend Dog HistoryClick here to subscribe to The Dividend Dogcatcher and get more information.Catch A Dog On Facebook. The morning of every NYSE trade day on Facebook/Dividend Dog Catcher, a Fr ...