Core Insights - AMC Networks reported a revenue of $555.23 million for the quarter ended March 2025, reflecting a decline of 6.9% year-over-year [1] - The earnings per share (EPS) was $0.52, down from $1.16 in the same quarter last year, indicating a significant drop in profitability [1] - The revenue fell short of the Zacks Consensus Estimate of $573.03 million, resulting in a surprise of -3.11% [1] - The company experienced an EPS surprise of -28.77%, with the consensus EPS estimate being $0.73 [1] Revenue Breakdown - International and Other revenues were reported at $69.95 million, which is a decrease of 7.5% year-over-year and below the average estimate of $72.88 million from three analysts [4] - Domestic Operations revenues amounted to $486.31 million, down 7.2% year-over-year, and also fell short of the three-analyst average estimate of $502.98 million [4] Operating Income - Adjusted Operating Income for International and Other was $9.85 million, compared to the estimated $13.64 million by three analysts [4] - Adjusted Operating Income for Domestic Operations was reported at $123.92 million, slightly below the average estimate of $125.72 million from three analysts [4] Stock Performance - Over the past month, shares of AMC Networks have returned +5.8%, while the Zacks S&P 500 composite has seen a +13.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Shares of PRA Group, Inc. (PRAA) declined 30.8% since it reported first-quarter 2025 results on May 5. The quarterly results suffered due to rising operating costs attributed to higher legal collection costs and fees. A 60.2% plunge in other revenues also hurt the results. Nevertheless, the downside was partly offset by improved cash collections and higher portfolio income.PRAA reported earnings per share of nine cents, which lagged the Zacks Consensus Estimate by 78.1%. The bottom line remained flat year o ...

National Vision Holdings, Inc. (EYE) delivered first-quarter 2025 adjusted earnings of 34 cents per share compared with 30 cents a year ago. The figure surpassed the Zacks Consensus Estimate by 17.2%. The GAAP earnings from continuing operations were 18 cents per share compared with 15 cents in the prior-year quarter.Following the earnings announcement, shares of EYE rose 17.1%, closing at $15.61 yesterday.National Vision’s RevenuesIn fiscal 2024, the company ceased its Walmart and AC Lens operations. Accor ...

Here is how Performance Food performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Performance Food here>>> Shares of Performance Food have returned +12.9% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Performance Food Group (PFGC) reported $15.31 bill ...

迪士尼美股盘前涨超6%。 迪士尼第二财季营收236.2亿美元，预估230.5亿美元。 第二财季调整后每股收益1.45美元，预估1.20美元。 ...

Core Insights - Shake Shack Inc. (SHAK) reported first-quarter fiscal 2025 results with earnings and revenues missing the Zacks Consensus Estimate, although both metrics increased year over year [1][2] - The stock experienced a marginal gain of 1.1% following the results [1] Earnings & Revenue Details - Adjusted earnings per share (EPS) were 14 cents, missing the estimate of 16 cents by 12.5%, but increased 7.7% year over year [2] - Quarterly revenues reached $320.9 million, falling short of the consensus mark of $328 million by 2.1%, yet showing a year-over-year increase of 10.5% [2] Sales Performance - Same-Shack sales increased by 0.2% year over year, a decline from the previous quarter's growth of 4.3% [3] - Shack sales rose 10.4% year over year to $309.8 million, below the expected $317.9 million [3] - Licensing revenues were $11.1 million, up 11.1% year over year, exceeding the forecast of $10.7 million [3] - Shack system-wide sales increased 10.4% year over year to $489.4 million [3] Operating Highlights - Operating income for the quarter was $2.8 million, compared to $0.03 million in the prior-year quarter [4] - Restaurant-level profit margin improved to 20.7%, up 120 basis points year over year [4] - Food and paper costs as a percentage of revenues decreased by 80 basis points to 27.8% [4] - Labor and related costs as a percentage of revenues reduced by 110 basis points to 28% [4] Expense and EBITDA Analysis - Total expenses for the quarter were $318.1 million, compared to $290.5 million in the prior-year quarter, slightly above the estimate of $326 million [5] - Adjusted EBITDA was $40.7 million, up from $35.9 million in the year-ago quarter, with an adjusted EBITDA margin expanding by 30 basis points to 12.7% [5] Balance Sheet Overview - As of March 26, 2025, cash and cash equivalents totaled $312.9 million, down from $320.7 million as of December 25, 2024 [6] - Long-term debt remained relatively stable at $246.5 million compared to $246.7 million as of December 25, 2024 [6] Future Outlook - For the second quarter of fiscal 2025, total revenues are expected to be between $346 million and $353 million, with licensing revenues projected between $11.9 million and $12.3 million [7] - For fiscal 2025, revenues are anticipated to be in the range of $1.4 billion to $1.5 billion, with a restaurant-level profit margin projected at about 22.5% [8] - The company expects to open approximately 45-50 company-operated locations and 35-40 licensed Shack openings in fiscal 2025 [8]

Intercontinental Exchange (ICE) reported first-quarter 2025 adjusted earnings per share of $1.72, which beat the Zacks Consensus Estimate by 1.2%. The bottom line increased 16.2% on a year-over-year basis. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Intercontinental delivered solid results in all three segments. The performance reflected the strength of a balanced and diversified business as well as the results of the strategic investments it has made. The quarter witnessed reco ...

Core Viewpoint - Yum China Holdings, Inc. reported disappointing first-quarter 2025 results, with both earnings and revenues falling short of expectations for the fourth consecutive quarter, leading to a 7.2% decline in share price due to weaker-than-expected performance and cautious consumer spending [1][2]. Financial Performance - Adjusted earnings per share (EPS) were 77 cents, missing the Zacks Consensus Estimate of 78 cents by 1.3%, but reflecting an 8.5% year-over-year increase [2]. - Total revenues reached $2,981 million, falling short of the consensus estimate of $3,111 million, although this represented a 1% year-over-year increase; excluding foreign currency translation, revenues increased by 2% [2]. - Same-store sales matched the previous year's level, with same-store transactions growing by 6% year-over-year [3]. Operating Highlights - Total costs and expenses were $2.58 billion, remaining flat year-over-year, while the expected figure was $2.71 billion [4]. - The restaurant margin improved to 18.6%, up 100 basis points year-over-year, exceeding the estimated margin of 17.8% [4]. - Adjusted operating profit was $399 million, compared to $374 million in the prior year, slightly below the estimate of $403.1 million [4]. - Adjusted net income was $292 million, up from $287 million year-over-year, but below the estimate of $296 million [5]. Balance Sheet and Shareholder Returns - As of March 31, 2025, cash and cash equivalents were $825 million, up from $723 million at the end of 2024; net inventories decreased to $329 million from $405 million [6]. - The company plans to return a total of $3 billion to shareholders between 2025 and 2026, building on the $1.5 billion returned in 2024 [6]. - In Q1 2025, Yum China returned $262 million to shareholders, including $172 million in share repurchases and $90 million in cash dividends, with approximately $1.1 billion remaining for future repurchases [7]. Unit Development and Sales Contribution - Yum China opened 247 net new stores in the first quarter, bringing the total restaurant count to 16,642 [8]. - Delivery services contributed approximately 42% to KFC and Pizza Hut's company sales, while digital orders accounted for about 93% of total company sales [9]. - The company anticipates that the proportion of net new franchised stores will increase, targeting 40-50% for KFC and 20-30% for Pizza Hut in the coming years [9]. 2025 Outlook - Yum China expects to open between 1,600 and 1,800 net new stores in 2025, with capital expenditures projected to be between $700 million and $800 million [10].

Core Insights - Stanley Black & Decker reported revenue of $3.74 billion for the quarter ended March 2025, a decrease of 3.2% year-over-year, but exceeded the Zacks Consensus Estimate by 0.37% [1] - The company's EPS was $0.75, up from $0.56 in the same quarter last year, representing a surprise of 10.29% over the consensus estimate of $0.68 [1] Financial Performance - Net Sales for Tools & Outdoor segment were $3.28 billion, slightly above the five-analyst average estimate of $3.26 billion, with a year-over-year change of -0.1% [4] - Normalized operating profit for Corporate overhead was reported at -$68.40 million, worse than the average estimate of -$60.80 million from four analysts [4] - Normalized operating profit for Tools & Outdoor was $314.20 million, exceeding the average estimate of $310.44 million from four analysts [4] Stock Performance - Shares of Stanley Black & Decker have declined by 19.5% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

每经记者 刘明涛 每经编辑 赵云 由于多只酒企2024年年报以及2025年一季报发布情况中规中矩，甚至略低市场预期，上周 （4/21~4/25）酒类公司股价依旧以下跌为主，表现明显弱于主要宽基指数。 目前公募基金一季报已披露完毕，值得注意的是，基金公司明显减少了洋河股份和迎驾贡酒的持股数 量，如此"用脚投票"，似乎反映了对两家酒企在各自区域竞争力的担忧。 个别"问题"酒企股价大幅下跌 受提价因素的刺激，上周黄酒公司依旧是所有酒企中股价表现最为亮眼的。 据Wind数据统计，上周仅11家酒企股价实现上涨，其中，黄酒代表会稽山和古越龙山周涨幅分别达到 12.39%和5.39%，涨幅居前，而另一黄酒公司金枫酒业周涨幅则为1.83%。 除黄酒以外，啤酒板块的珠江啤酒、惠泉啤酒、ST西发、燕京啤酒以及香港生力啤周内也实现上涨， 整体表现较强。 | 证券代码 | 证券简称 | 4/25收盘价(元) | 周涨跌幅 (%) | 周市值增长(亿元) | | --- | --- | --- | --- | --- | | 601579.SH | 会稽山 | 14.6 | 12.394 | 7.719 | | 002461.SZ | ...