Group 1 - Archer Daniels Midland (ADM) closed at $55.50, reflecting a -1.28% change from the previous day, underperforming the S&P 500's gain of 0.07% [1] - Prior to the latest trading session, ADM shares had increased by 7.5%, outperforming the Consumer Staples sector's decline of 0.29% and the S&P 500's rise of 5.71% [1] Group 2 - ADM's upcoming earnings report is scheduled for August 5, 2025, with an expected EPS of $0.88, indicating a 14.56% decline year-over-year, and projected revenue of $21.11 billion, down 5.13% from the prior-year quarter [2] - Full-year Zacks Consensus Estimates predict earnings of $4.03 per share and revenue of $84.15 billion, representing year-over-year changes of -14.98% and -1.61%, respectively [3] Group 3 - Recent estimate revisions for ADM are linked to stock price performance, with positive revisions indicating optimism about the business outlook [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks ADM at 3 (Hold), with a consensus EPS projection moving 0.44% lower in the past 30 days [5] Group 4 - ADM's Forward P/E ratio is 13.94, compared to the industry average of 16.48, suggesting that ADM is trading at a discount [6] - The company has a PEG ratio of 3.14, while the average PEG ratio for Agriculture - Operations stocks is 1.73 [7] Group 5 - The Agriculture - Operations industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 218, placing it in the bottom 12% of over 250 industries [8]

Report Industry Investment Rating No relevant information provided. Core Viewpoints of the Report - In the protein meal market, international soybean prices rebounded after a decline this week. Domestic soybean meal followed the upward trend of US soybeans, showing a strong and volatile pattern. In the short - term, domestic soybean meal is expected to continue its strong and volatile performance, with the M2509 contract facing resistance at the previous high of 3089. - In the oil market, international oils rose significantly this week. Domestic oils followed the international trend, with palm oil leading the increase. In the future, international palm oil may continue to rise if Indonesian production is lower than expected, and US soybean oil remains bullish. Domestic oils are likely to have a rotation effect, and there may be a catch - up increase in soybean oil and rapeseed oil [65][131]. Summary by Relevant Catalogs Part 1: Protein Meal Market Analysis 1. Market Review - This week, CBOT soybeans first declined and then rebounded. USDA report was bearish at the beginning, but later factors such as higher - than - expected June crushing data, increased exports, and rising soybean oil prices drove the rebound. Domestic soybean meal fluctuated upwards, with the main contract breaking through key integer levels [6]. 2. US Market Information - As of July 10, 2025, the weekly US soybean export inspection volume was 147,045 tons. From 2024/25 to date, the total US soybean export inspection volume reached 46,411,264 tons, a year - on - year increase of 10.4%. As of July 13, the US soybean good - to - excellent rate was 70%, higher than expected, with a flowering rate of 47% and a pod - setting rate of 15% [10][18]. 3. North American Weather - In the US, some areas in Texas had continuous heavy rain, while the western part was dry. In Canada, the prairie region was affected by drought, which had an impact on crop growth [22][29]. 4. Domestic and International Oilseed Markets - US soybean crushing capacity has increased, but the oversupply of soybean meal restricts full utilization. In June 2025, China imported 12.26 million tons of soybeans, a year - on - year increase of 10.35%. Brazil was the main supplier. Various institutions adjusted their forecasts for global soybean production, consumption, and trade [31]. 5. Global Trade Pattern Changes - The US and Indonesia reached a trade agreement, including Indonesia's purchase of US agricultural products, energy products, and aircraft, which may affect the global trade pattern [36]. 6. Domestic Market Indicators - Domestic spot and futures crushing margins improved. As of the end of the week, port soybean inventory was about 6.5215 million tons, and the theoretical crushable days were 19 days. The soybean oil mill opening rate was high, and the soybean meal inventory increased [42][48]. Part 2: Oil Market Analysis 1. Market Review - International oils rose significantly this week. US soybean oil and Malaysian palm oil reached new highs. Domestic oils followed the international trend, with palm oil leading the increase [65]. 2. International Oil Information - In June, India's palm oil imports reached an 11 - month high. In June 2025, China imported 696,000 tons of edible vegetable oils, a month - on - month increase of 50.65%. From July 1 - 15, Malaysian palm oil exports decreased. US soybean oil inventory at the end of June was lower than expected. Malaysia raised the export tax rate for August palm oil. Indonesia's biodiesel policy had a positive impact on the market [69][70]. 3. Southeast Asian Weather - Thailand and surrounding areas had seasonal monsoon rainfall, and Malaysia and Indonesia also had beneficial rainfall [77]. 4. Domestic Market Indicators - As of the 28th week of 2025, the total inventory of three major domestic edible oils increased. The inventory of soybean oil increased, palm oil increased slightly, and rapeseed oil decreased [87]. Part 3: Market Outlook 1. Seasonal Analysis - Seasonal index charts of various products such as US soybeans, soybean meal, and domestic oils were provided, but no specific analysis content was given. 2. Next - Week Market Outlook - **Technical Level**: For soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil, different short - term, medium - term, and long - term indicators showed different trends [130]. - **Fundamentals** - **Protein Meal**: Internationally, US soybeans may be affected by weather and tariff policies, and are expected to fluctuate between 1000 - 1100. Domestically, soybean meal inventory is increasing, and short - term soybean meal is expected to be strong and volatile. - **Oils**: Internationally, Malaysian palm oil may continue to rise if Indonesian production is lower than expected, and US soybean oil remains bullish. Domestically, oils follow the international trend, and there may be a catch - up increase in soybean oil and rapeseed oil [131].

Market Overview - Volatility in the U.S. stock market is expected to continue due to uncertainty regarding interest rate cuts, new tariffs, and geopolitical tensions, complicating portfolio management for individual investors [1] Investment Strategy - Selecting inappropriate stocks can negatively affect returns, undermining investment goals; adhering to broker advice is suggested as brokers possess extensive knowledge of stocks and the broader economy [2] Recommended Stocks - Broker-friendly stocks identified for potential healthy returns include BrightSpring Health Services (BTSG), GXO Logistics (GXO), BrightView Holdings (BV), Bloomin' Brands (BLMN), and Archer Daniels Midland Company (ADM) [3][9] Screening Methodology - A screening strategy was developed to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks, incorporating the price/sales ratio as a valuation metric [4] Screening Criteria - The screening criteria include: - Top 75 companies with net upgrades in broker ratings over the last four weeks [5] - Top 10 stocks with positive earnings estimate revisions for the upcoming quarter [5] - Bottom 10% of stocks based on price/sales ratio [5] - Stocks priced above $5 to attract investor interest [5] - Average daily volume exceeding 100,000 shares over the last 20 trading days [6] - Top 3000 stocks by market capitalization [6] Company Highlights - **BrightSpring Health Services (BTSG)**: Expected earnings growth rate of 55.4% for 2025, with a projected revenue increase of 9.1% over 2024; currently holds a Zacks Rank 2 (Buy) [7][9] - **GXO Logistics (GXO)**: Benefits from increased e-commerce and cost-cutting efforts; projected revenue growth of 9.9% for 2025; currently holds a Zacks Rank 3 (Hold) [10][11] - **BrightView Holdings (BV)**: Largest commercial landscaper in the U.S., with expected earnings growth of 10.5% for 2025; currently holds a Zacks Rank 3 [12][13] - **Bloomin' Brands (BLMN)**: Performance driven by off-premise channels and technology upgrades; Zacks Consensus Estimate for 2025 earnings revised upward by 1.7% [14][15] - **Archer Daniels Midland Company (ADM)**: Focus on flexitarian diets and sustainable materials; currently holds a Zacks Rank 3 [16][17]

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Core Viewpoint - The announcement by President Trump regarding Coca-Cola's shift to real cane sugar has negatively impacted the stock prices of high fructose syrup producers, particularly Archer-Daniels-Midland (ADM) and Ingredion. Group 1: Company Impact - Shares of Archer-Daniels-Midland (ADM) fell nearly 3% in premarket trading and tumbled as much as 6% following the announcement [1][2] - Ingredion, another global ingredients provider, experienced a decline of more than 7% in its stock price as a result of the news [2] Group 2: Industry Reaction - The shift to real cane sugar in Coca-Cola's products is perceived as a positive move by President Trump, which may influence consumer preferences and market dynamics in the beverage industry [1][2]

Industry Overview - The Zacks Agriculture – Operations industry is expected to benefit from continuous innovation and rising demand for health-conscious products, particularly alternative proteins [1] - The industry includes companies involved in the production, transportation, storage, processing, and distribution of agricultural commodities, as well as those engaged in dairy operations and food ingredient development [3] Growth Drivers - Key growth drivers include acquisitions, joint ventures, expansion strategies, advances in food processing, enhanced grain-handling techniques, and strong demand from emerging markets [1][5] - The U.S. Department of Agriculture projects agricultural exports of $170.5 billion for fiscal 2025, driven by stronger grain and feed exports, particularly corn [4] Challenges - The industry faces headwinds such as volatile commodity prices, rising input costs, trade uncertainties, and escalating operational expenses, which are squeezing margins and disrupting productivity [2][6] - Companies are managing higher selling, general, and administrative (SG&A) expenses due to performance-related compensation and technology investments [7] Market Performance - The Zacks Agriculture – Operations industry has outperformed the Zacks Consumer Staples sector with a collective gain of 9.3% over the past year, while underperforming the S&P 500, which gained 11.5% [11] - The industry currently carries a Zacks Industry Rank of 229, placing it in the bottom 7% of over 250 Zacks industries, indicating dull near-term prospects [9][10] Company Highlights - **Mission Produce**: Engaged in sourcing and distributing avocados, mangoes, and blueberries, with a Zacks Consensus Estimate for fiscal 2025 earnings up 18% in the past 30 days [17][18] - **Corteva**: Positioned for above-market growth through innovation and a strong product pipeline, with a Zacks Consensus Estimate for 2025 earnings suggesting a 16.7% increase [21][23] - **Archer Daniels Midland (ADM)**: Focused on nutrition and sustainable materials, with a Zacks Consensus Estimate for 2025 earnings declining by 0.5% [25][26] - **Alico**: Benefits from strong consumption of not-from-concentrate orange juice, with a Zacks Consensus Estimate for current fiscal-year sales suggesting a 20.5% growth [29][30]

Core Insights - Archer-Daniels-Midland (NYSE: ADM) faced significant challenges in the first half of 2025, including thin soybean margins, policy confusion regarding renewable fuels, and the reintroduction of tariffs on key products [1] Financial Performance - The company experienced pressure on its profitability due to the aforementioned factors, particularly the impact of low soybean margins [1] Market Environment - The agribusiness sector is currently navigating a complex landscape influenced by regulatory changes and market dynamics, which are affecting companies like ADM [1]

Core Insights - Dividend yield is a key metric for identifying dividend stocks, reflecting the amount of a company's dividend as a percentage of its stock price, which can fluctuate daily [1] - A strong balance sheet, indicated by a low debt-to-equity ratio, is essential for long-term dividend sustainability [2][3] Company Summaries Costco - Costco has a dividend yield of 0.53% with an annual dividend of $5.20 and a 22-year track record of dividend increases [5] - The company has delivered a total return of over 266% over the past five years, with a debt-to-equity ratio of 0.21%, indicating strong financial health [6] - Investors should focus on the 12.7% average dividend growth over the last three years rather than the current yield [7] Archer-Daniels-Midland (ADM) - ADM boasts a dividend yield of 3.86% with an annual dividend of $2.04 and a 53-year history of dividend increases [8] - The company's debt-to-equity ratio stands at 0.34%, suggesting a stable dividend outlook [8] - However, ADM's growth is closely tied to commodity prices, which are cyclical, making it less defensive compared to consumer staples [9] Medtronic - Medtronic has a dividend yield of 3.26% with an annual dividend of $2.84 and a 49-year history of dividend increases [11] - The company is well-positioned in the aging population market and in AI and machine learning, with a debt-to-equity ratio of around 0.53% [12][13] - Despite its potential, Medtronic is not currently highlighted as a top buy by analysts, indicating some caution among investors [14]

Financial Performance - ADM's CY24 revenue reached $85.5 billion[14] - Total Segment Operating Profit for CY24 was $4.2 billion[14] - Adjusted EBITDA in CY24 amounted to $4.5 billion[14] - Adjusted EPS in CY24 was $4.74[14] Market Position and Operations - ADM serves >180 countries[13] - ADM operates ~325 food & feed processing locations[13] - ADM operates ~700 facilities[13] - ADM has ~380 crop procurement locations[17] Sustainability Goals - ADM aims for a 25% reduction in Scope 3 greenhouse gas emissions by 2035, using a 2021 baseline[64] - ADM targets 100% deforestation-free supply chains by 12/31/2025[66] - ADM aims to have 5,000,000 acres in regenerative agriculture programs globally by 12/31/2025, with 2,800,000 acres already in progress[66]

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]