Core Insights - Papa John's reported revenue of $529.17 million for the quarter ended June 2025, marking a year-over-year increase of 4.2% and a surprise of +2.68% over the Zacks Consensus Estimate of $515.36 million [1] - The EPS for the same period was $0.41, down from $0.61 a year ago, with an EPS surprise of +20.59% compared to the consensus estimate of $0.34 [1] Financial Performance Metrics - The number of company-owned restaurants in the U.S. was 541, matching the five-analyst average estimate [4] - Total number of restaurants in North America was 3,517, slightly below the average estimate of 3,518 [4] - Comparable sales growth for system-wide North America restaurants was 2.5%, significantly above the average estimate of 0.2% [4] - Comparable sales growth for North America franchised restaurants was 1%, slightly below the estimated 1.1% [4] - Comparable sales growth for domestic company-owned restaurants was 0.3%, exceeding the average estimate of 0.1% [4] Revenue Breakdown - North America franchise royalties and fees generated $35.36 million, below the average estimate of $47.67 million, but representing a year-over-year increase of +2.8% [4] - Advertising funds revenue was reported at $44.16 million, slightly above the average estimate of $43.8 million [4] - Other revenues were $23.14 million, compared to the estimated $23.08 million, but this reflects a significant year-over-year decline of -62.9% [4] - North America commissary revenues were $214.85 million, below the average estimate of $225.54 million, with a year-over-year increase of +8.4% [4] - Domestic company-owned restaurant sales reached $175.8 million, slightly above the average estimate of $175.45 million, with a year-over-year increase of +1.5% [4] Stock Performance - Papa John's shares have returned -15.5% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - SmartStop reported revenue of $66.82 million for the quarter ended June 2025, showing no change compared to the same period last year, with an EPS of $0.42 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $65.62 million by +1.83%, while the EPS fell short of the consensus estimate of $0.43 by -2.33% [1] Revenue Breakdown - Self storage rental revenue was $58.16 million, surpassing the average estimate of $56.03 million from four analysts [4] - Managed REIT Platform revenues reached $4.04 million, exceeding the average estimate of $3.45 million based on four analysts [4] - Ancillary operating revenue amounted to $2.73 million, compared to the average estimate of $2.38 million from four analysts [4] - Reimbursable costs from Managed REITs were reported at $1.9 million, above the average estimate of $1.75 million from two analysts [4] Net Income Performance - The net income (loss) per Class A & Class T share - Diluted was reported at $-0.16, which is below the average estimate of $0.01 from three analysts [4] Stock Performance - Over the past month, SmartStop's shares have returned -3.5%, while the Zacks S&P 500 composite has seen a +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - CRH reported revenue of $10.21 billion for the quarter ended June 2025, a year-over-year increase of 5.7% [1] - The EPS for the same period was $1.94, compared to $1.85 a year ago, indicating a positive growth [1] - The reported revenue was a surprise of -1.19% compared to the Zacks Consensus Estimate of $10.33 billion, while the EPS exceeded the consensus estimate of $1.84 by +5.43% [1] Financial Performance Metrics - Revenue from Americas Materials Solutions was $4.51 billion, below the average estimate of $4.7 billion from three analysts [4] - Revenue from International Solutions was $3.54 billion, slightly above the estimated $3.44 billion [4] - Revenue from Americas Building Solutions was $2.16 billion, marginally below the average estimate of $2.17 billion [4] Stock Performance - CRH shares returned +3.5% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

So, Door Dash beating on the top and bottom lines with those shares about two and a half% higher right now in the after hours. The company posting earnings of 65 cents per share, well above the 44 cents expected and revenue of 3.28% billion. Also came in ahead of estimates.One key metric we were watching for is marketplace gross order value. That's a total dollar amount of all orders placed on the platform. It came in at 24.2% billion, which is stronger than expected.Door Dash called out notable strength in ...

Financial Performance - Lyft's EPS exceeded expectations at 10 cents versus the analyst estimate of 4 cents [1] - Revenue slightly missed expectations at $159 billion versus the expected $161 billion [1] - Gross bookings were basically in line at $449 billion [1] - Adjusted EBITDA hit $129 million, topping estimates [1] Guidance - Lyft is guiding gross bookings between $465 billion and $48 billion for Q3, ahead of expectations [2] - Adjusted EBITDA is expected to be roughly in line with street expectations [2] Market Reaction - Lyft's shares are plunging post close, around 9% lower [1] - Investors are not liking what they're seeing, with shares down around 75% [2]

Which AI protocol is generating the most revenue, and what is it selling? ...

Core Insights - Yum Brands reported revenue of $1.93 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.6% and a slight revenue surprise of +0.15% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) for the quarter was $1.44, which is an increase from $1.35 in the same quarter last year, but fell short of the consensus EPS estimate of $1.45, resulting in an EPS surprise of -0.69% [1] Financial Performance Metrics - System same-store sales for the Pizza Hut Division decreased by 1% compared to an average estimate of -1.8% [4] - KFC Division's same-store sales increased by 2%, slightly below the average estimate of 2.3% [4] - Taco Bell Division's same-store sales rose by 4%, which is lower than the estimated 5.2% [4] - Total number of restaurants was reported at 61,272, which is below the estimated 61,524 [4] - Company sales revenue was $669 million, compared to the estimated $680.67 million, marking a 17% increase year-over-year [4] - Franchise and property revenues reached $835 million, exceeding the estimate of $826.92 million, with a year-over-year increase of 5.8% [4] - Franchise contributions for advertising and other services totaled $428 million, slightly above the estimate of $426.07 million, representing a 6.5% year-over-year increase [4] - KFC Division's franchise contributions for advertising and other services were $167 million, surpassing the estimate of $159.68 million, with a year-over-year increase of 12.1% [4] - Habit Burger Grill Division reported revenues of $134 million, below the estimate of $142.99 million, reflecting a 5% decrease year-over-year [4] - Pizza Hut Division's franchise contributions for advertising and other services were $85 million, below the estimate of $90.52 million, indicating a 4.5% year-over-year decline [4] - Taco Bell Division's franchise contributions for advertising and other services were $176 million, slightly above the estimate of $174.54 million, with a year-over-year increase of 7.3% [4] - Habit Burger Grill Division's company sales were $130 million, below the estimate of $141.27 million [4] Stock Performance - Yum Brands' shares have returned -2.2% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Amneal Pharmaceuticals reported revenue of $724.51 million for the quarter ended June 2025, marking a year-over-year increase of 3.2% [1] - The earnings per share (EPS) for the same period was $0.25, compared to $0.16 a year ago, indicating a significant improvement [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $725.6 million, resulting in a surprise of -0.15% [1] - The company achieved an EPS surprise of +38.89%, with the consensus EPS estimate being $0.18 [1] Revenue Breakdown - Affordable Medicines Segment generated net revenue of $433.43 million, which was below the average estimate of $453.34 million, reflecting a year-over-year change of +1.4% [4] - AvKARE Segment reported net revenue of $163.04 million, falling short of the estimated $182.65 million, representing a year-over-year decline of -4.3% [4] - Specialty Segment achieved net revenue of $128.04 million, exceeding the average estimate of $108.11 million, with a year-over-year increase of +23.1% [4] Stock Performance - Over the past month, Amneal's shares have returned -5.4%, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Duke Energy reported $7.51 billion in revenue for the quarter ended June 2025, a year-over-year increase of 4.7% and an EPS of $1.25 compared to $1.18 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Performance - Regulated natural gas operating revenues were $462 million, a 33.1% increase year-over-year, but below the estimated $685.12 million [4] - Regulated electric operating revenues reached $6.97 billion, reflecting a 3.3% year-over-year increase and surpassing the estimated $6.86 billion [4] - Nonregulated electric and other revenues were $78 million, a 1.3% decrease year-over-year, slightly below the estimated $80.56 million [4] - Gas Utilities and Infrastructure revenues were $493 million, a 29.4% increase year-over-year, exceeding the estimated $407.76 million [4] - Electric Utilities and Infrastructure revenues totaled $7.05 billion, a 3.3% year-over-year increase, slightly above the estimated $7.04 billion [4] Stock Performance - Duke Energy shares returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Welcome back to Squawkbox. We are in Aspen, Colorado this morning with two former Treasury Secretaries uh who are uh the co-chairs of the Aspen Economic Group. Good morning to you.Hank Pollson is here. Tim Gner is here. Uh we just spoke to the president.Lots of questions about where our economy is today, what's going on with the tariffs, how you think about all this geopolitically, treasuries and everything. Um geopolitics, China. So I want to get to as much of this as we can.I just want to start though wit ...