Core Insights - General Mills' latest earnings reveal significant strain on U.S. consumers and the broader economy, with organic net sales down 1%, adjusted operating profit down 20%, and margin compression in North America [1][4]. Consumer Behavior - Lower-income and middle-class consumers are increasingly opting for generic store brands to manage grocery expenses, negatively impacting General Mills, which produces brands like Cheerios and Nature Valley [2][6]. - Despite a trend of eating at home, consumers are not necessarily choosing General Mills' products, indicating a shift in purchasing behavior [3]. Economic Context - The post-pandemic inflation allowed brands to raise prices, but consumers remain cautious due to a sluggish job market, leading to lower volumes and increased promotional needs for General Mills [4][6]. - The economic environment is characterized by a bifurcated consumer base, with high-income shoppers continuing to spend while lower-income shoppers are cutting back [6][7]. Market Performance - General Mills' stock performance reflects broader consumer trends, with a modest 2% increase indicating relief rather than renewed growth confidence [5]. - The operating profit in North America has fallen over 20% year-over-year, aligning with trends reported by major grocery partners like Kroger [6]. Macro Economic Factors - The U.S. economy is facing a volatile backdrop with high effective tariff rates and persistent inflation pressures, contributing to a lack of renewed economic momentum [7]. - The Federal Reserve's cautious approach following interest rate cuts adds to the uncertainty in the economic landscape [7].

Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...

A finalist to replace Powell sees room for 100 basis points of rate cuts. ...

ENCINO, Calif., Dec. 17, 2025 (GLOBE NEWSWIRE) -- NETSOL Technologies, Inc. (Nasdaq: NTWK), a provider of AI-enabled solutions and services enabling OEMs, dealerships and financial institutions to sell, finance and lease assets, is proud to announce that its Founder and CEO, Najeeb Ghauri, has been invited to ring the Nasdaq Opening Bell on December 18, 2025, at 9:30 AM ET at the Nasdaq MarketSite in Times Square, New York City. This honor commemorates NETSOL’s 26th anniversary as a Nasdaq-listed company an ...

start uh chairman. No, Governor Waller. Let me just call me Chris. >> Chris.Okay. Chris. Um let me start with uh the uh jobs data we got yesterday, which I think is uh people are wondering how uh the Federal Reserve is processing and how you're personally processing this data here.We had a tick up to the unemployment rate at 4.6%. Uh return to job growth in November after job losses in October. What's the state of the labor market in your opinion.Well, earlier this summer when the jobs numbers were looking ...

Arcus Biosciences, Inc. ( RCUS ) is a biopharmaceutical company that develops drugs designed to be used in combination with other agents, rather than as standalone treatments. RCUS is undergoing a strategic reset after the discontinuation of itsMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business M ...

you're going to uh be meeting with the president later today. And first of all, yeah, it's what that we reported that. Um I want to thank you for continuing to keep your appointment at this for this conversation, which other people might have otherwise.Uh but um I'd like to say the president called me into a pre-in, but that's not precisely what happened. The president has said that he thinks he ought to have a say in interest rates. Um I imagine he might say that to you. I wonder if you might share your re ...

Core Viewpoint - Arcus Biosciences, Inc. (RCUS) is undergoing a strategic reset following the discontinuation of its previous drug development strategy, focusing on combination therapies rather than standalone treatments [1]. Company Overview - RCUS is a biopharmaceutical company that specializes in developing drugs intended to be used in conjunction with other agents [1]. Strategic Changes - The company is implementing a strategic reset to adapt to the changing landscape of drug development and market needs [1].

Company Overview - LENZ Therapeutics, Inc. experienced a significant decline in share price, falling approximately 25% following reports of an "adverse event" related to its leading drug, VIZZ [1] - The decline in shares has continued, with the stock now down around 30% from its previous levels [1] Market Reaction - The market's reaction to the adverse event indicates heightened investor concern regarding the safety and efficacy of VIZZ, which could impact future sales and the company's overall valuation [1]

Key Takeaways SEDG shipped 60.1 GW of optimized inverters and 3 GWh of batteries as solar demand lifted volumes.SEDG centralized manufacturing in the U.S., with new capacity ramped in Utah.SEDG faces risks from higher U.S. tariffs as some components and limited output remain sourced overseas.SolarEdge Technologies (SEDG) has been taking significant steps to expand its manufacturing capacity in the United States. The company is benefiting from its optimized inverter solutions to address a broad range of sola ...