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Altria's Smokeable Segment Shrinks: Is it Time to Pivot Faster?
ZACKS· 2025-06-11 15:05
Key Takeaways MO's cigarette volumes dropped 13.7% in Q1 2025, with smokeable revenues down 5.8% to $4.62 billion. Economic strain and illicit e-vapor use hurt Marlboro's share and boosted discount brand gains. MO's smokeable struggles highlight the urgency to accelerate its shift toward smoke-free alternatives.Altria Group, Inc. (MO) is facing growing pressure in its core smokeable products segment, with recent data highlighting a sharp decline in cigarette volumes. In first-quarter 2025, domestic cigare ...
Just Royalties: 2 Of The Smartest Dividend Stocks Everyone Should Know
Seeking Alpha· 2025-06-11 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial . Analyst's Disclosure:I/we have a beneficial long position in the shares of TPL, LB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha ...
Zacks Industry Outlook Tyson Foods, Hormel Foods and Pilgrim's Pride
ZACKS· 2025-06-09 16:25
Industry Overview - The Zacks Food – Meat Products industry is experiencing strong growth due to increasing consumer demand for high-protein foods and a focus on health and wellness [2][3] - Companies are diversifying product portfolios, boosting production capacity, and investing in innovative plant-based meat alternatives to remain competitive [2][3] Major Trends - There is a significant increase in demand for high-protein diets, driven by health consciousness among consumers, particularly fitness enthusiasts [6] - The popularity of plant-based meat alternatives is rising as consumers seek healthier options with minimal artificial ingredients [7] - Meat companies are implementing strategic expansions through mergers, acquisitions, and capacity enhancements to improve market presence [8][9] Cost Challenges - Rising input costs, including feed, raw materials, transportation, and labor, are straining operations and increasing production expenses [10][11] - Persistent inflation is affecting consumer behavior, leading to more frequent store visits but lower purchase volumes, which may impact sales and profitability [11] Industry Performance - The Zacks Food – Meat Products industry has underperformed the broader Zacks Consumer Staples sector and the S&P 500 over the past year, declining by 7.8% compared to the sector's growth of 3% and the S&P 500's rise of 11.6% [15] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 12.50X, significantly lower than the S&P 500's 21.83X and the sector's 17.80X [16] Company Highlights - **Tyson Foods**: A leading player in the protein industry with a diversified multi-protein strategy, strong brand recognition, and a focus on digital transformation [17][18] - **Hormel Foods**: Growth driven by a strong Foodservice segment and innovation in product offerings, with a focus on operational efficiency through its Transform and Modernize initiative [21][22] - **Pilgrim's Pride**: A major producer of chicken and pork products, focusing on sustainable growth through product diversification and strategic investments in capacity and technology [24][25]
Keros Announces Return of $375 Million in Excess Capital to Stockholders
Globenewswire· 2025-06-09 10:55
Concludes Strategic Alternatives Review and Provides Update on Development of KER-065LEXINGTON, Mass., June 09, 2025 (GLOBE NEWSWIRE) -- Keros Therapeutics, Inc. (“Keros” or the “Company”) (Nasdaq: KROS), a clinical-stage biopharmaceutical company focused on developing and commercializing novel therapeutics to treat a wide range of patients with disorders that are linked to dysfunctional signaling of the transforming growth factor-beta (“TGF-ß”) family of proteins, today announced that the Company has concl ...
Argan Q1 Is Another Win For Fellow Shareholders
Seeking Alpha· 2025-06-06 11:27
Group 1 - John "Jack" Bowman is a registered investment advisor and research analyst focusing on macroeconomics and income-focused investments [1] - He contributes to the Sungarden Investors Club on Seeking Alpha, where he teaches investors about risk management and total return investing [2] - Bowman co-hosts weekly live sessions discussing market thoughts and ongoing trades, emphasizing that investors have the tools to manage portfolios with less risk [2] Group 2 - The approach taken by Bowman combines his experience as a former teacher with his current role as an investment advisor [2] - The educational aspect of Bowman's work highlights the lack of teaching on the effective use of investment tools [2] - The quote from Timothy Snyder suggests that historical lessons can guide current investment strategies [3]
PLTY Vs. PLTW: Palantir Income 2 Ways
Seeking Alpha· 2025-06-04 11:01
Group 1 - John "Jack" Bowman is a registered investment advisor and research analyst focusing on macroeconomics and income-focused investments [1] - He contributes to the Sungarden Investors Club on Seeking Alpha, where he teaches investors about risk management and total return investing [2] - Bowman co-hosts weekly live sessions discussing market thoughts and ongoing trades, emphasizing the importance of using available tools for portfolio management [2]
Warner Bros' Debt Downgrade Is An 'Ironically Positive' Event: Analyst
Benzinga· 2025-06-02 18:20
Bank of America Securities analyst Jessica Reif Ehrlich maintained a Buy rating on Warner Bros. Discovery WBD with a price forecast of $14 on Monday.Ehrlich argued, in an analyst report, that recent developments, notably an internal reorganization and an S&P debt downgrade (viewed as an “ironically positive” event), have increased WBD’s strategic flexibility.While acknowledging challenges, the analyst expressed continued belief in WBD’s compelling collection of assets and upcoming catalysts.Also Read: Warne ...
The Dividend Pyramid: 2 Income Giants Yielding 6% And 9% I'd Buy Hand Over Fist
Seeking Alpha· 2025-05-30 11:30
Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting its positive testimonials [1] Group 2 - The article includes a disclosure stating that the author has no stock or derivative positions in any mentioned companies and has no plans to initiate any such positions in the near future [2] - It emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [3]
4 Must-Own Dividend Stocks For One Of The Greatest Megatrends In U.S. History
Seeking Alpha· 2025-05-28 11:30
Core Insights - The article promotes iREIT on Alpha as a source for in-depth research on various income-generating investments, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1 - iREIT on Alpha has received 438 testimonials, with most being 5-star ratings, indicating a high level of customer satisfaction [1]
REITs: The Riches Are In The Niches
Seeking Alpha· 2025-05-25 11:00
Group 1 - The iREIT® service provides in-depth research on various investment vehicles including REITs, mREITs, BDCs, MLPs, ETFs, Builders, and Asset Managers, with a tracker covering over 250 tickers [1] - The investment group iREIT®+HOYA Capital is led by experienced analysts with a combined 100+ years in the industry, including professionals from diverse backgrounds such as hedge fund management and military service [2] - Brad Thomas, a prominent figure in real estate investing, has over 30 years of experience and has been involved in transactions exceeding $1 billion in commercial real estate [3]