Core Viewpoint - Nu Skin Enterprises, Inc. (NUS) is expected to report declines in both revenue and earnings for the fourth quarter of 2025, with revenue estimates at $382.7 million, reflecting a 14.1% decrease year-over-year [1]. Revenue Expectations - The Zacks Consensus Estimate for quarterly revenues is set at $382.7 million, indicating a 14.1% decline from the previous year's quarter [1]. - Management has guided fourth-quarter revenues between $365 million and $400 million, suggesting a year-over-year decline of 10-18% [4]. - Excluding the contribution from the divested Mavely business, revenues are projected to fall by 12-3% [4]. Earnings Projections - The consensus estimate for quarterly earnings remains unchanged at 30 cents per share, which represents a 21.1% decline from the same quarter last year [2]. - Nu Skin anticipates fourth-quarter earnings per share to be between 25 and 35 cents, down from adjusted earnings of 38 cents reported in the previous year [6]. Market Conditions - The company is facing a challenging macroeconomic environment affecting discretionary spending in beauty and wellness [3]. - There has been a decline in customers, paid affiliates, and sales leaders, indicating ongoing pressures in several markets [3]. - Increased competition in the social commerce beauty space, particularly in North America, is also impacting performance [4]. Geographic Performance - Latin America has shown strong performance, with revenues increasing by 53% year-over-year in the third quarter [5]. - Sequential growth was reported in Europe & Africa, Southeast Asia Pacific, South Korea, and Hong Kong & Taiwan, with improving trends noted in Mainland China [5]. Strategic Initiatives - The limited sales leader preview of Prysm iO and the start of pre-market activities in India are expected to influence fourth-quarter performance positively [5]. - Despite the anticipated decline in sales, Nu Skin has achieved five consecutive quarters of adjusted gross margin expansion, supported by product mix improvements and cost discipline [6].

Core Insights - USA Compression Partners (USAC) is expected to report fourth-quarter results on February 17, with earnings estimated at 28 cents per share and revenues at $251.58 million [1][8] Group 1: Previous Quarter Performance - In the last reported quarter, USAC's earnings were 26 cents per common unit, exceeding the Zacks Consensus Estimate of 22 cents, while revenues reached $250.3 million, surpassing the estimate of $247 million [2] - USAC has a mixed earnings surprise history, beating estimates in two of the last four quarters and missing in the other two, resulting in an average negative surprise of 6.5% [2] Group 2: Fourth Quarter Expectations - The Zacks Consensus Estimate for fourth-quarter earnings indicates a 55.56% year-over-year increase, while revenues are projected to rise by 2.31% compared to the previous year [3] - Revenue growth is anticipated due to strong performance in contract operations, with a projected 5.2% increase from the year-ago quarter, and average revenue per horsepower expected to rise by 5.1% [5][8] Group 3: Cost Considerations - USAC's total operations costs for the fourth quarter are projected to be $79.9 million, reflecting a 2.3% increase from the previous year, influenced by ongoing inflationary pressures [6][8] Group 4: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for USAC this quarter, as the Earnings ESP is -7.14%, despite the company holding a Zacks Rank of 2 (Buy) [7][9]

The market expects OPENLANE (OPLN) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

Core Insights - Flowers Foods, Inc. (FLO) is expected to report a revenue increase of 10.9% year-over-year for Q4 fiscal 2025, with estimates around $1.2 billion [1] - The earnings consensus remains unchanged at 16 cents per share, reflecting a decline of 27.3% from the previous year [2] - For fiscal 2025, revenue estimates are approximately $5.2 billion, indicating a slight drop of 0.2% from the prior year, while earnings per share are projected at $1.01, down 2.3% year-over-year [3] Revenue Drivers - FLO's revenue growth is likely supported by its branded portfolio and the integration of Simple Mills, with management noting stabilization in branded retail sales due to distribution gains and innovation [4] - Incremental distribution, innovation, and portfolio diversification are expected to drive revenue momentum, with branded retail volumes projected to grow by 2% in Q4 [5] Market Challenges - The company is facing a mixed demand environment in traditional packaged bread, with category softness and value-seeking behavior impacting volumes [6] - FLO is balancing premium offerings with value-focused products while maintaining competitive promotional activities, which may have supported sales but could negatively affect product mix and margins [6] Cost Pressures - Input cost headwinds and ongoing investments are anticipated to pressure earnings year-over-year, with management highlighting cost pressures across ingredients, labor, and distribution [7] - The integration of Simple Mills and the ongoing ERP rollout are expected to incur near-term implementation costs, leading to a projected contraction of the adjusted operating margin by 100 basis points to 4.9% [7] Earnings Outlook - The current model does not predict an earnings beat for FLO, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [8]

Core Insights - The Wendy's Company (WEN) is set to report its fourth-quarter 2025 results on February 13, with earnings expected to decline significantly year-over-year [1][8] Financial Estimates - The Zacks Consensus Estimate for earnings is 16 cents per share, reflecting a 36% decrease from the previous year [2] - Revenue estimates are pegged at $547 million, indicating a 4.8% decline compared to the same quarter last year [2] Performance Factors - The U.S. business is a primary concern, with traffic softness impacting sales due to consumer strain and competition in the quick-service restaurant (QSR) burger sector [3] - Promotions like the $5 Biggie Bag have engaged existing customers but have not effectively attracted new ones, limiting traffic growth [3] - The company is focusing on reducing promotional complexity and has postponed some initiatives to 2026, which may hinder short-term sales growth [3] Strategic Initiatives - Project Fresh involves reviewing and potentially closing a mid-single-digit percentage of underperforming U.S. restaurants, which may negatively affect near-term sales growth despite long-term benefits [4] - The shift from prioritizing U.S. net unit growth to improving average unit volumes (AUVs) is expected to reduce revenue contributions from new stores [4] - Breakfast sales continue to lag behind other meal periods, further constraining domestic sales momentum [4] Sales Predictions - The model predicts a 4.9% decrease in U.S. systemwide same-restaurant sales, while international same-restaurant sales are expected to increase by 0.9% [5] Profitability Concerns - Continued cost pressures from commodity inflation, particularly high beef prices, and labor inflation are likely to impact restaurant margins [6] - Despite maintaining disciplined pricing and benefiting from productivity improvements, declining traffic is creating negative operating leverage [6] - Margin contraction at U.S. company-operated restaurants, combined with persistent input cost inflation, could adversely affect fourth-quarter earnings [6] Earnings Outlook - The Zacks model does not predict an earnings beat for Wendy's this quarter, with an Earnings ESP of +13.93% but a Zacks Rank of 4 (Sell) [7]

Core Viewpoint - Investors are expected to focus on Amicus Therapeutics' sales performance and updates regarding its merger with BioMarin Pharmaceutical during the upcoming earnings report for Q4 and full-year 2025 [1][6]. Sales Performance - The Zacks Consensus Estimate for Q4 sales is $179.9 million, with earnings expected at 13 cents per share [1]. - Galafold sales are projected to be a key revenue driver, with estimates for Q4 sales at $157 million, reflecting strong demand and compliance [8]. - The combination therapy Pombiliti + Opfolda is also expected to contribute positively to revenues, following its FDA approval in September 2023 [7][8]. Earnings Estimates - The Zacks Consensus Estimate for 2025 EPS is stable at 35 cents, while the estimate for 2026 is 65 cents [2]. - The earnings surprise history shows Amicus has beaten earnings expectations only once in the last four quarters, with an average negative surprise of 20.21% [4]. Merger Details - BioMarin has agreed to acquire Amicus for $14.50 per share, totaling $4.8 billion, with the deal expected to close in Q2 2026 [9][10]. - Post-acquisition, BioMarin will add Galafold and Pombiliti to its portfolio and gain exclusive U.S. rights to the late-stage drug DMX-200 [10]. Stock Performance - Amicus shares have increased by 104.9% over the past six months, outperforming the industry growth of 23.8% [11]. - The stock is currently trading at a price-to-sales (P/S) ratio of 7.42, which is higher than the industry average of 2.46, but below its five-year mean of 8.72 [14][15]. Investment Outlook - The acquisition by BioMarin is seen as a potential catalyst for value realization beyond organic sales growth, with optimism surrounding the strong sales of marketed products [16]. - Despite concerns regarding competition and reliance on Galafold, the company is expected to maintain growth potential, making it advisable for current investors to hold their positions [17][19].

Core Insights - Baxter International Inc. is set to release its fourth-quarter 2025 results on February 12, with earnings expected to decline year-over-year despite a slight revenue increase [2][3][9] Q4 Estimates - Revenue consensus is estimated at $2.79 billion, reflecting a 1.5% increase from the previous year, while earnings are projected at 53 cents per share, indicating an 8.6% decline [3][9] - Total revenues from continuing operations are expected to decline by 2.7% at constant currency to $2.79 billion, with adjusted earnings per share anticipated to drop by 9.3% [3] Important Factors to Note - The upcoming quarterly results are likely to show operational challenges, particularly in infusion therapies and certain pharmaceutical categories, which may impact performance [4] - Revenue growth is expected to be muted due to softness in key hospital-based product lines, particularly within the Infusion Therapies & Technologies division [5] Segment Performance - The Medical Products & Therapies segment is expected to be negatively impacted by issues with the Novum IQ large volume pump, leading to lost sales and customer transitions to alternative platforms [6][7] - Advanced Surgery sales are anticipated to show double-digit growth driven by strong demand for hemostats and sealants, partially offsetting weaknesses in the ITT division [8] - The Healthcare Systems & Technologies segment is likely to support top-line growth due to strong order momentum, particularly in Care & Connectivity Solutions [8] Pharmaceuticals Outlook - Quarterly results in Pharmaceuticals are expected to be mixed, with solid growth in drug compounding sales outside the U.S., while Injectables & Anesthesia may face challenges due to shifts in hospital protocols [11] Earnings Prediction Model - The current model does not predict an earnings beat for Baxter, as the Earnings ESP is 0.00% and the Zacks Rank is 3 (Hold) [13][14]

Core Insights - Royal Bank (RY) is well-positioned to continue its earnings-beat streak in upcoming reports, having surpassed earnings estimates by an average of 14.09% in the last two quarters [1][5]. Earnings Performance - In the last reported quarter, Royal Bank achieved earnings of $2.76 per share, exceeding the Zacks Consensus Estimate of $2.51 per share by 9.96% [2]. - In the previous quarter, the bank's earnings were $2.79 per share against an expected $2.36 per share, resulting in a surprise of 18.22% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Royal Bank, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Royal Bank is +3.68%, suggesting analysts are optimistic about its near-term earnings potential [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data indicating that such combinations lead to positive surprises nearly 70% of the time [6][8].

Core Insights - Dave Inc. (DAVE) is positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 75.21% in the last two quarters [1][2] Earnings Performance - For the most recent quarter, DAVE reported earnings of $4.24 per share, exceeding the expected $2.29 per share by 85.15% [2] - In the previous quarter, the company reported $3.14 per share against an estimate of $1.90 per share, resulting in a surprise of 65.26% [2] Earnings Estimates and Predictions - Recent estimates for DAVE have been increasing, with a positive Earnings ESP of +11.35%, indicating bullish sentiment among analysts regarding its near-term earnings potential [5][8] - The combination of a positive Earnings ESP and a Zacks Rank 1 (Strong Buy) suggests a high likelihood of another earnings beat [8] Statistical Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% success rate in beating consensus estimates [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]

Core Viewpoint - Par Petroleum (PARR) is positioned to continue its earnings-beat streak, having shown significant surprises in its recent earnings reports, particularly in the oil and gas refining and marketing industry [1]. Earnings Performance - For the most recent quarter, Par Petroleum reported earnings of $5.95 per share, exceeding the expected $1.98 per share, resulting in a surprise of 200.51% [2]. - In the previous quarter, the company reported $1.54 per share against an expectation of $0.74 per share, leading to a surprise of 108.11% [2]. Earnings Estimates and Predictions - Recent estimates for Par Petroleum have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of another earnings beat [5]. - The Zacks Earnings ESP for Par Petroleum is currently +0.42%, suggesting that analysts are optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - Par Petroleum holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high probability of beating consensus estimates, with historical data showing nearly 70% success in such cases [6][8].