Key Takeaways Diageo's 1H26 EPS fell 2.5% as organic sales dropped 2.8% and North America remained weak.Tequila slid in the US, with Don Julio and Casamigos down double-digit on consumer downtrading.Diageo sees FY26 organic sales down 2-3% but reiterates $3B free cash flow guidance.Diageo plc (DEO) reported interim results for the first half of fiscal 2026, which ended Dec. 31, 2025, wherein pre-exceptional earnings per share declined 2.5% year over year to 95.3 cents. This was mainly due to reduced organic ...

Key Takeaways Boston Beer reported a Q4 loss of $2.12 per share, narrower than estimates, as revenues fell 4.1%.SAM shipments dropped 7.5%, hurt by Twisted Tea and Truly, partly offset by Sun Cruiser growth.Boston Beer sees 2026 EPS of $8.50-$11, with tariffs to dent margins by $20-$30 million.The Boston Beer Company, Inc. (SAM) posted fourth-quarter 2025 results, wherein loss per share was narrower than the Zacks Consensus Estimate. Meanwhile, the top and bottom lines fell year over year.The leading craft ...

Management attributed the 2025 growth deceleration from 27% to 13% to a dramatic shift in consumer sentiment and macroeconomic headwinds affecting the pet food category. The company pivoted its commercial framework to 'super-serve' Most Valuable Players (MVPs), who now represent 71% of net sales, by shifting toward digital-forward media and streaming. Operational agility was demonstrated through controlled capacity expansion and the successful startup of a breakthrough manufacturing technology designe ...

Freshpet, Inc. (NASDAQ:FRPT) is one of the best pet stocks to buy according to hedge funds. On February 4, Piper Sandler adjusted the price target on Freshpet, Inc. (NASDAQ:FRPT) to $87 from $80 and maintained an Overweight rating on the shares. According to the firm, Freshpet, Inc. (NASDAQ:FRPT) is likely a beneficiary of stronger middle- and high-income consumers’ tax savings and elevated 2026 refunds. If the company benefits from higher tax refunds/lower withholding, as it anticipates, the firm sees thi ...

Company Performance - Anheuser-Busch Inbev (BUD) has gained about 23% year-to-date, outperforming the average gain of 12.6% in the Consumer Staples sector [4] - The Zacks Consensus Estimate for BUD's full-year earnings has increased by 1.9% over the past quarter, indicating improving analyst sentiment [4] - BUD currently holds a Zacks Rank of 2 (Buy), suggesting a positive earnings outlook [3] Industry Comparison - Anheuser-Busch Inbev is part of the Beverages - Alcohol industry, which has an average gain of 18.6% this year, indicating BUD's strong performance relative to its peers [6] - Freshpet (FRPT), another Consumer Staples stock, has also outperformed the sector with a year-to-date increase of 22.6% [5] - The Food - Miscellaneous industry, to which Freshpet belongs, has only gained 7.7% this year, highlighting the relative strength of BUD's industry [6] Sector Ranking - Anheuser-Busch Inbev is ranked 14 in the Zacks Sector Rank among 178 companies in the Consumer Staples group [2] - The Zacks Sector Rank evaluates 16 different sector groups based on the average Zacks Rank of individual stocks [2]

Core Insights - Fomento Economico Mexicano, S.A.B. de C.V. (FMX) is expected to report fourth-quarter 2025 earnings on February 25, with anticipated growth in both revenue and earnings [1][9] Revenue and Earnings Estimates - The Zacks Consensus Estimate for FMX's fourth-quarter revenues is $12.4 billion, reflecting a growth of 24.6% compared to the same quarter last year [1][9] - The consensus estimate for quarterly earnings is $1.53 per share, a significant increase from 46 cents reported in the previous year [2][9] - The earnings estimate has decreased by one cent in the past 30 days [2] Business Growth Factors - FEMSA is experiencing growth across its business units, supported by effective growth strategies and investments in digital and technology-driven initiatives [3] - The Digital@FEMSA unit is focused on creating a digital and financial ecosystem, with successful products like the OXXO digital wallet and loyalty program [3] - The company is expanding its footprint in the specialized distribution industry, which is part of its strategy to invest in adjacent businesses and leverage capabilities across different markets [4] Cost Pressures - FEMSA is facing cost pressures from inflation, rising labor expenses, and supply-chain inefficiencies, which may negatively impact profitability [5] Earnings Prediction - The company's Earnings ESP is +3.92%, and it holds a Zacks Rank of 3, indicating a potential earnings beat [6] Market Performance and Valuation - FEMSA's shares have increased by 8.4% over the past three months, while the industry has grown by 12.5% [7] - The company is trading at a forward 12-month P/E multiple of 24.64X, which is higher than the industry average of 20.08X [7]

Core Insights - Freshpet has become the first dog food brand to earn the Clean Label Project's Purity Award for its entire U.S. and Canadian product line, highlighting its commitment to ingredient quality and safety [1] - The Clean Label Project certification involves extensive testing for over 100 contaminants, including heavy metals and pesticides, ensuring that Freshpet's products meet stringent safety standards [1] - The announcement follows a report indicating that traditional dry dog foods contain significantly higher levels of heavy metals and industrial contaminants compared to fresh and frozen dog foods [1] Group 1: Certification and Quality - Freshpet is the only pet food brand with its entire portfolio recognized for meeting strict limits on contaminants like heavy metals and pesticides [1] - The Clean Label Project's Purity Award is reserved for the top third of performers in a product category, underscoring Freshpet's premium quality [1] - The certification process began in early 2025, and Freshpet's recipes have been validated against rigorous safety thresholds [1] Group 2: Health and Safety Concerns - The Clean Label Project found that traditional dry dog food averaged 13.3 times more arsenic, 20 times more lead and mercury, and higher levels of DEHP and acrylamide compared to fresh dog food [1] - Many pet owners mistakenly assume that pet food is held to the same safety standards as human food, which is not the case, raising concerns about long-term exposure to contaminants [1] - Freshpet's recipes are formulated with real, gently cooked ingredients and undergo strict safety checks, including over 20 quality and safety tests [1] Group 3: Company Mission and Practices - Freshpet has been on a mission for 20 years to transform pet nutrition through fresh, nutritious food and sustainable practices [2] - The company partners with farmers who share similar values, emphasizing integrity, transparency, and social responsibility in its operations [2] - Freshpet's products are kept refrigerated until they reach consumers, ensuring freshness and quality [2]

分组1 - Post Holdings reported quarterly earnings of $2.13 per share, exceeding the Zacks Consensus Estimate of $1.66 per share, and up from $1.73 per share a year ago, representing an earnings surprise of +28.57% [1] - The company achieved revenues of $2.17 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.46%, and an increase from $1.97 billion year-over-year [2] - Post Holdings has outperformed the S&P 500 with a share price increase of about 5.5% since the beginning of the year, compared to the S&P 500's gain of 0.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.80 on revenues of $2.09 billion, and for the current fiscal year, it is $7.01 on revenues of $8.4 billion [7] - The Zacks Industry Rank indicates that the Food - Miscellaneous sector is currently in the bottom 32% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8]

Core Insights - Sysco reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, and showing an increase from $0.93 per share a year ago, representing an earnings surprise of +1.43% [1] - The company posted revenues of $20.76 billion for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.2%, but up from $20.15 billion year-over-year [2] - Sysco has surpassed consensus EPS estimates three times over the last four quarters and has topped revenue estimates twice in the same period [2] Earnings Outlook - The sustainability of Sysco's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $20.53 billion, and for the current fiscal year, it is $4.55 on revenues of $84.45 billion [7] Industry Context - The Zacks Industry Rank for Food - Miscellaneous, which includes Sysco, is currently in the bottom 21% of over 250 Zacks industries, indicating potential challenges ahead [8] - Freshpet, another company in the same industry, is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of +19.4%, with revenues projected at $285.8 million, up 8.8% from the previous year [9]

Core Viewpoint - Chewy is a successful company in the pet product e-commerce space, but its stock performance has been disappointing, with a decline of over 70% in the past five years, indicating caution for potential investors [1]. Financial Performance - Chewy reported an 8.3% year-over-year revenue growth in Q3 2025, maintaining this growth rate for the previous two quarters, although revenue growth has been slowing over the last three years [3][6]. - The company's net profit margins are low, with figures of 0.4% for fiscal 2023, 3.3% for fiscal 2024, and 1.9% for Q3 2025, which is significantly lower than high-growth tech companies [5][6]. Market Position and Strategy - Chewy is focusing on increasing profit margins by targeting high-margin opportunities, such as health and wellness, and has acquired SmartEquine to enter the profitable equine health market [7]. - The acquisition of SmartEquine aligns with Chewy's strategy to enhance annual recurring revenue and customer lifetime value, making some revenue streams more predictable [8]. Competitive Landscape - The pet industry is characterized by low profit margins, and Chewy's competitors, such as Trupanion, Freshpet, and Petco, also exhibit low-single-digit net profit margins [8]. - Chewy's entry into vet care may improve margins, but it faces competition from Petco, which operates in the same space with similarly low margins [9]. Valuation Concerns - Chewy's stock currently trades at a P/E ratio of 67, which is considered expensive relative to its growth rate, suggesting that investors should remain cautious until profitability improves and valuation decreases [10].