Core Viewpoint - Energizer Holdings Inc. experienced a significant drop in share price due to fourth-quarter adjusted earnings falling short of analyst expectations, despite slightly exceeding revenue forecasts [1]. Financial Performance - The company reported adjusted earnings of $1.05 per share, which was 10.3% below the analyst consensus of $1.17 [2]. - Revenue for the quarter totaled $832.8 million, marginally exceeding expectations of $830.45 million [2]. - Organic net sales decreased by 2.2% compared to the prior-year period, attributed to weaker consumer demand, particularly in North America [2]. Margin and Cost Analysis - Adjusted gross margin contracted to 38.5%, a decline of 370 basis points from the same quarter a year earlier [3]. - The decline in gross margin was linked to increased input costs due to production inefficiencies, higher warehousing and distribution expenses, and rising tariff-related costs [3]. Future Guidance - For fiscal 2026, the company projected flat to slightly positive organic net sales growth and guided for adjusted earnings per share between $3.30 and $3.60 [4]. - Energizer indicated that the first quarter would be challenging, forecasting a high single-digit decline in organic net sales and adjusted EPS of $0.20 to $0.30 [4].

Key Takeaways Home Depot posted higher Q3 sales and EPS but missed consensus on the bottom line.Results were weighed by absent storm activity, consumer uncertainty and housing market softness.FY25 outlook was trimmed, with lower margin and EPS expectations and a modest comps view.The Home Depot Inc. (HD) reported third-quarter fiscal 2025 results, wherein the top line beat the Zacks Consensus Estimate, while the bottom line missed the same. However, sales and earnings per share (EPS) improved year over year ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Molson Coors Beverage Company (TAP) reported third-quarter 2025 results that missed both sales and earnings estimates, with adjusted earnings per share declining 7.2% year over year to $1.67, below the Zacks Consensus Estimate of $1.72 [1][6] Financial Performance - Net sales decreased 2.3% year over year to $2.97 billion, missing the Zacks Consensus Estimate of $3.02 billion, with a 3.3% decline on a constant-currency basis [2][6] - Gross profit fell 2.4% year over year to $1.17 billion, with a gross margin decrease of 5 basis points to 39.47% [7] - Underlying earnings before taxes (EBT) declined 11.2% year over year to $426 million, with a constant-currency decline of 11.9% [8] Segment Analysis - In the Americas segment, net sales dropped 3.6% year over year to $2.26 billion, missing the Zacks Consensus Estimate of $2.32 billion, primarily due to lower financial volumes [9] - The EMEA&APAC segment saw net sales rise 2.4% year over year to $721 million, benefiting from an improved price and sales mix, although it fell 2.4% on a constant-currency basis [12] Market Reaction - Following the disappointing results, Molson Coors shares fell 1.7% in pre-market trading, with a 12.2% decline over the past three months compared to the industry’s 4.7% decline [3] Future Outlook - The company anticipates a sales decline of 3-4% and a 7-10% decline in underlying EPS for 2025, projecting underlying EBT to decrease by 12-15% year over year at constant currency [17][18] - Capital expenditure is estimated at $650 million for 2025, with an expected underlying free cash flow of $1.3 billion [18] Financial Position - As of September 30, 2025, Molson Coors had cash and cash equivalents of $950.2 million and total debt of $6.29 billion, resulting in a net debt of $5.34 billion [14] - The company reported negative underlying free cash flow of $782.1 million for the nine months ended September 30, 2025, primarily due to lower operating cash flow [14]

Core Viewpoint - Clean Harbors experienced a significant stock sell-off of over 11% following the release of its third-quarter results, which underperformed market expectations [1]. Financial Performance - The company reported third-quarter revenue of $1.55 billion, reflecting a year-over-year growth of just over 1% [2]. - Net income for the quarter was $118.8 million, or $2.21 per share, which was only slightly above the previous year's profit of $115.2 million [2]. - Both revenue and net income figures fell short of analyst expectations, which were $1.57 billion for revenue and $2.40 per share for net income [3]. Guidance Revision - Clean Harbors revised its full-year 2025 guidance, lowering its forecast for non-GAAP adjusted EBITDA to a range of just under $1.16 billion to almost $1.18 billion, down from a previous estimate of $1.16 billion to $1.2 billion [4]. - On a positive note, the company anticipates an increase in adjusted free cash flow, now projected to be between $455 million and $495 million, up from the earlier forecast of $430 million to $490 million [5].

Core Insights - Booz Allen Hamilton's stock fell 8.6% after missing earnings expectations and lowering guidance for fiscal Q2 2026 [1][8] - The company reported adjusted earnings of $1.49 per share on sales of $2.9 billion, below the expected $1.51 per share and just under $3 billion in sales [1][3] - GAAP earnings were significantly lower at $1.42 per share, marking a 53% year-over-year decline [3] Financial Performance - Adjusted earnings decreased by under 18%, while revenue declined by 8% [3] - The company cited a "continued funding slowdown" as a reason for weak results, particularly in its civil business, despite growth in its national security portfolio [4] - Booz Allen's full-year revenue guidance was lowered to a maximum of $11.5 billion, representing a 4% reduction and at least a 4% decline year over year [5] Future Outlook - Adjusted earnings are now expected to be no more than $5.65 per share, which is at least 9% worse than previously anticipated [6] - Free cash flow is projected to be around $900 million, leaving the stock looking relatively cheap at 12.6 times free cash flow [6] - Despite a record Q2 backlog of $40 billion and a book-to-bill ratio of 1.7x, the company’s shrinking sales may deter investor interest [5][6]

Core Insights - Netflix's shares fell by as much as 7% following a third-quarter earnings miss attributed to an ongoing dispute with Brazilian tax authorities [1][2] - The company reported a net income of $2.55 billion, or $5.87 per share, which is an increase from $2.36 billion, or $5.40, in the same quarter last year [3][6] - Revenue for the quarter rose 17%, driven by membership growth, pricing adjustments, and increased ad revenue, aligning with analyst expectations [2][3] Financial Performance - Operating margin was reported at 28%, below the guidance of 31.5%, primarily due to unexpected expenses related to the Brazilian tax dispute [2] - For the full year, Netflix predicts revenue of $45.1 billion, reflecting a 16% increase from the previous year, consistent with earlier growth expectations [4] - The company has adjusted its operating margin forecast for the year to 29% from the previous 30% due to the impact of the tax matter [4] Future Outlook - Netflix expects fourth-quarter revenues to rise by 17%, driven by further membership additions and growth from subscription price increases and ad revenue [3]

Company Overview - Can View's stock is rallying approximately 6.5% following the company's pushback against claims linking Tylenol to autism made by the Trump administration [1][2] - The parent company asserts that independent science shows no causal link between acetaminophen and autism, countering the FDA's recent commentary on the potential association [2][3] FDA Commentary - The FDA acknowledged studies suggesting a possible association between acetaminophen use during pregnancy and neurological conditions but emphasized that a causal relationship has not been established [3][6] - Medical professionals have also rejected the claims made regarding Tylenol and autism, supporting the company's position [3][6] Market Impact - Tylenol's stock had previously slumped to its lowest level of the year, but analysts suggest limited judicial risk following the announcement, although public opinion may impact Tylenol consumption [4][5] - Ken View's stock has decreased by approximately 16.5% over the past month, indicating market volatility surrounding the brand [5] Boeing Orders - Boeing's shares increased by 1.5% due to an $8 billion deal with Uzbekistan Airways for 14 Dreamliners, marking the airline's largest order ever [7][9] - This order is expected to support nearly 35,000 jobs in the US and is part of Uzbekistan's plan to expand its international routes [9] AutoZone Performance - AutoZone reported its fifth consecutive earnings miss, with EPS at $48.71, below the expected $50, and revenue just shy of $6.4 billion against a $6.25 billion expectation [10][11] - Despite the misses, AutoZone's stock is up over 20% year-to-date, indicating resilience in the face of tariff impacts and rising costs [11][12] - The company plans to aggressively open new stores in the upcoming year, although it did not provide a 2026 outlook [13]

Core Viewpoint - Coty's latest quarterly report has led to a significant decline in its stock price, with investors reacting negatively to disappointing earnings and cautious guidance for the upcoming quarter [1][4]. Financial Performance - Coty reported a non-GAAP adjusted loss of $0.05 per share on sales of $1.25 billion, exceeding Wall Street's sales expectations by $40 million but falling short of earnings targets by $0.07 per share [4]. - The company's sales declined by 8.1% year over year in the quarter, indicating a weakening business performance [4][6]. Future Outlook - Management has reiterated guidance for like-for-like (LFL) sales to improve over the previous quarter, but expects a decline in LFL sales between 6% and 8% in fiscal Q1 [5]. - The outlook for earnings has worsened due to unexpected losses and anticipated sales declines in the current quarter [6].

Core Insights - B&G Foods, Inc. reported second-quarter fiscal 2025 results with both net sales and earnings missing the Zacks Consensus Estimate, indicating year-over-year declines in both metrics [1][11] - The company anticipates sequential improvement in the second half of 2025, driven by ongoing portfolio reshaping and recent brand divestitures aimed at enhancing margins and cash flow [1] Financial Performance - Adjusted earnings were 4 cents per share, missing the Zacks Consensus Estimate of 7 cents, and down 50% from 8 cents in the prior-year quarter [2][11] - Net sales decreased 4.5% year over year to $424.4 million, falling short of the Zacks Consensus Estimate of $429 million, attributed to lower volumes, reduced net pricing, and unfavorable product mix [3][11] - Adjusted gross profit was $89.1 million, down from $93.2 million in the year-ago period, with the adjusted gross margin remaining unchanged at 21% [4] - SG&A expenses rose 9.4% to $47.2 million, influenced by higher consumer marketing costs and acquisition/divestiture-related expenses, partially offset by lower warehousing and selling expenses [5] - Adjusted EBITDA fell 9.3% to $58 million, with the adjusted EBITDA margin decreasing to 13.7% from 14.4% in the second quarter of fiscal 2024 [6] Segment Performance - Specialty segment net sales were $134.9 million, down 8% year over year, while adjusted EBITDA increased 3% to $32.7 million due to lower raw material costs [7] - Meals segment net sales were $104.1 million, down 3.5% year over year, with adjusted EBITDA rising 7.7% to $25.7 million, benefiting from improved pricing [8] - Frozen & Vegetables segment net sales were $89 million, down 2.8% year over year, resulting in an adjusted EBITDA loss of $2.7 million compared to a profit of $3.8 million in the prior year [9] - Spices & Flavor Solutions segment net sales were $96.5 million, down 2% year over year, with adjusted EBITDA declining 12.8% to $24.1 million due to higher raw material costs [10] Financial Health - As of the end of the quarter, B&G Foods had cash and cash equivalents of $54.1 million, net long-term debt of $1,984.9 million, and total shareholders' equity of $501.4 million [12] - Net cash provided by operating activities for the fiscal second quarter was $17.8 million [12] Outlook - For fiscal 2025, management revised net sales guidance to a range of $1.830 billion to $1.880 billion, down from the previous estimate of $1.860 billion to $1.910 billion [13] - Adjusted EBITDA is now expected to be between $273 million and $283 million, lower than the previous outlook of $280 million to $290 million [13] - Adjusted EPS guidance for fiscal 2025 was revised to a range of 50-60 cents, down from 55-65 cents, compared to 70 cents per share in fiscal 2024 [14]