Key Takeaways KB Home beat in FQ2 but is cutting back on land acquisitions in a tough market. KBH bought back $200 million in shares last quarter. Earnings are expected to fall 22.5% in fiscal 2025 as the housing market struggles. KB Home (KBH) is feeling the brunt of the higher mortgage rates and economic uncertainty. This Zacks Rank #5 (Strong Sell) is expected to see earnings fall by the double digits this fiscal year.KB Home is one of the largest homebuilders in the United States. Headquartered in Los ...

Core Insights - Rivian Automotive, Inc. reported a gross profit of $206 million in Q1 2025, marking its second consecutive quarter of positive gross profit and the highest gross margin to date, reflecting improved cost efficiency [1][9] - The company expects to receive $1 billion in funding from its joint venture with Volkswagen Group by the end of June [2] - Rivian maintains a positive outlook for the full year 2025, anticipating a quicker path to profitability with the upcoming launch of the R2 model in H1 2026 [3] Financial Performance - Rivian's gross profit increased from a loss of $527 million in Q1 2024 and a profit of $170 million in Q4 2024, driven by lower variable costs, increased revenue per vehicle, and better fixed-cost management [1][9] - Rivian's shares have gained 2.5% year-to-date, outperforming the Zacks Automotive-Domestic industry, which has seen a decline of 27.2% [7] Competitor Analysis - Tesla reported a gross profit of $3.15 billion in Q1 2025, down from $3.7 billion in the same quarter last year, attributed to declining volumes and discount offers [5] - Lucid incurred a gross loss of $228.5 million in Q1 2025 but showed improvement in gross margin, moving from negative 134.3% to negative 97.2% year-over-year [6] Valuation and Estimates - Rivian is currently trading at a forward sales multiple of 2.37, which is lower than the industry average of 2.62, indicating it may be undervalued [11] - The Zacks Consensus Estimate for Rivian's EPS has increased by 42 cents for 2025 and 15 cents for 2026 over the past 60 days [12]

China Consumer Trip Takeaways Key Takeaways June 11, 2025 11:03 AM GMT Haidilao International Holding Ltd | Asia Pacific Store openings: GPM: Might be lower in 2025 vs. 2024, due to higher raw material costs and more consumer benefits, partly offset by hedging measures. 1H25 GPM should still be flat yoy. Staff cost ratio: To remain stable yoy in 2025. Marketing: Haidilao continues to carry out company-level marketing activities, but it has also started to conduct regional and store level initiatives (e.g. r ...

Stonegate Updates Coverage on Hooker Furniture Corporation (HOFT) Q1 FY26June 13, 2025 10:57 AM EDT | Source: Reportable, Inc. Dallas, Texas--(Newsfile Corp. - June 13, 2025) - Hooker Furniture Corporation (NASDAQ: HOFT): Stonegate Capital Partners updates their coverage on Hooker Furniture Corporation (NASDAQ: HOFT). HOFT reported revenue, operating income, and adj EPS of $85.3M, ($3.6)M, and ($0.29), respectively. This compares to our/consensus estimates of $92.6M/$88.9M, ($2.5)M/($2.5)M, an ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 4 June 2025 | 8:12PM HKT Li Ning Co. (2331.HK): Consumer & Leisure Corporate Day: 2025 outlook reiterated though discount is key to watch; Neutral Bottom line: We hosted Li Ning at our Consumer & Leisure Corporate Day on Jun 4 and mgmt reiterated FY2025 guidance and highlighted YTD trading and OPEX investment (incl COC sponsorship)/non-OP are largely on track, but GPM could see uncertainties due to promotions/discount. More specifically, 1) Recent trend: With stable consumer ...

Our view on the guidance (a high payout ratio (100%+) is still possible and so is the FY26E yield (~9%)). There are certainly sales pressure in FY26E, due to: 1) massive store closures in 4Q25, and 2) sluggish turnaround of Nike (more time may be needed). However, Topsports could still be turning around as its net profit may bottom out in FY26E (even though this could be slower than expected). And margin improvement is still likely, as we believe: 1) channel could turn out to be positive (e-commerce sales O ...

Olo (OLO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Gary Fuges - Senior Vice President Of Investor RelationsNoah Glass - Founder, CEO & DirectorPeter Benevides - Chief Financial OfficerConnor Passarella - Equity Research AssociateMichael Richards - Equity Research Senior AssociateMax Michaelis - Equity Research AssociatePatrick Mcilwee - Senior Equity Research Associate Operator and gentlemen, greetings, and welcome to the Olo Inc. First Quarter twenty twenty five Earnings Conferen ...

Senestech (SNES) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Robert Blum - Managing PartnerJoel Fruendt - CEO & DirectorTom Chesterman - CFO Operator After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Robert Blum with Lytham Partners. Please go ahead. Robert Blum All right. Thanks so much, and thank you all for joining us today to discuss SenesTech's first quarter twenty ...

Core Viewpoint - Lassonde Industries Inc. reported strong financial results for Q1 2025, with significant growth in sales and operating profit despite ongoing market uncertainties [3][4]. Financial Performance - Sales reached $699.7 million, an increase of $129.8 million (22.8%) compared to $569.8 million in Q1 2024 [2]. - Gross profit was $183.2 million, representing 26.2% of sales, up from $149.6 million, a rise of $33.6 million (22.4%) year-over-year [2][4]. - Operating profit increased to $42.7 million, up $8.1 million (23.4%) from $34.6 million in the same quarter last year [2][4]. - Profit attributable to shareholders was $24.5 million, slightly up from $23.8 million, with an EPS of $3.60, reflecting a 2.9% increase [2][7]. - Adjusted EBITDA was $71.5 million, a rise of $19.1 million (36.4%) from $52.4 million in Q1 2024 [2][7]. Sales Growth Drivers - Excluding the impact of Summer Garden and foreign exchange fluctuations, sales grew by 9.3%, driven by U.S. volume recovery and price adjustments in Canada [3][4]. - Canadian brands gained market share due to innovation and effective merchandising, despite overall industry volume contraction [3]. Outlook and Strategy - The company anticipates a sales growth rate of approximately 10% for 2025, driven by a full year of Summer Garden results and planned price adjustments [8]. - Lassonde is focused on executing its strategy, expanding capacity, and leveraging its diversified product portfolio to enhance its presence in the North American food and beverage market [3][8]. Financial Position - As of March 29, 2025, total assets were $2,374.4 million, a 4.2% increase from $2,277.8 million at the end of 2024 [7]. - Long-term debt stood at $612.5 million, with a net debt to adjusted EBITDA ratio of 1.99:1, reflecting a $135.0 million increase from the previous year [7][26]. - Operating activities used $60.1 million in cash, compared to $11.3 million generated in the same quarter last year, primarily due to changes in working capital [7]. Dividend Information - The Board of Directors declared a quarterly dividend of $1.10 per share, payable on June 13, 2025 [17]. Company Overview - Lassonde Industries Inc. is a leader in the North American food and beverage industry, offering a wide range of products including fruit juices, specialty foods, and snacks [28][30].

Core Insights - Wall Street analysts forecast that Rapid7 (RPD) will report quarterly earnings of $0.35 per share, reflecting a year-over-year decline of 36.4% and anticipated revenues of $208.45 million, which is an increase of 1.6% compared to the previous year [1] Earnings Estimates - Over the last 30 days, there has been an upward revision of 1.9% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by covering analysts [2] - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenue- Professional services' at $6.80 million, a decrease of 16.9% from the prior-year quarter [5] - The average prediction for 'Revenue- Products' is $202.25 million, reflecting an increase of 2.7% from the previous year [5] Key Metrics - The combined assessment suggests 'Annualized recurring revenue' will likely reach $840.83 billion, up from $807.20 billion year-over-year [6] - Analysts project the 'Number of customers' to reach 11,631, compared to 11,462 in the previous year [6] - 'ARR per customer' is expected to be $72,342.91, an increase from $70,400 in the same quarter last year [7] - 'Non-GAAP Gross Profit- Products' is forecasted to be $152.07 million, compared to $148.80 million year-over-year [7] Stock Performance - Over the past month, Rapid7 shares have recorded returns of -0.9%, while the Zacks S&P 500 composite has changed by +11.3% [7] - Based on its Zacks Rank 3 (Hold), RPD is expected to perform in line with the overall market in the upcoming period [7]