Core Insights - Domino's Pizza, Inc. (DPZ) reported second-quarter fiscal 2025 results with earnings missing estimates but revenues exceeding expectations, leading to a 5.3% increase in shares during pre-market trading [1][3]. Revenue and Earnings - Adjusted earnings per share (EPS) for the quarter were $3.81, falling short of the Zacks Consensus Estimate of $3.93 and down 5.5% from $4.03 in the same quarter last year [3][9]. - Revenues reached $1,145.1 million, surpassing the consensus mark of $1,144 million, and increased by 4.3% year-over-year, driven by U.S. franchise advertising and higher supply-chain revenues [3][9]. Market Performance - The company experienced revenue growth due to gains in both delivery and carryout channels in the U.S., capturing additional market share in the competitive pizza quick-service restaurant segment [2]. - Global retail sales (excluding foreign currency impact) rose 5.6% year-over-year, with U.S. store sales increasing by 5.1% and international store sales by 6% [5]. Store Metrics - Domino's opened 178 net new stores during the second quarter [4]. - Comparable store sales (comps) in the U.S. rose 3.4% year-over-year, while international comps increased by 2.4% [5][6]. Margin Analysis - Gross margin expanded by 70 basis points year-over-year to 40.1%, although the gross margin for U.S. company-owned stores contracted by 200 basis points to 15.6% due to rising food costs and insurance expenses [7]. Financial Position - As of June 15, 2025, cash and cash equivalents stood at $272.9 million, up from $186.1 million at the end of 2024, while long-term debt remained stable at $3.83 billion [8]. - Capital expenditure for the quarter was $32.2 million, down from $43.7 million in the prior year, and the company repurchased 315,696 shares for $150 million [10]. Dividend Information - A cash dividend of $1.74 per share was declared, scheduled for payment on September 30, 2025, to shareholders of record as of September 15 [10].

as tariff fears ebb. Joining us now Tom Lee Fundstrat Global Advisors head of research. Probably not coming as a big surprise to you, Tom.You've been saying similar things, but one of the things you're emphasizing today, the most hated V-shape bounce in history, or at least in your young but but getting older life. >> Yes, that's right. I think many people when April happened and we tariff Armageddon and the market went into a freefall, investors liquidated because they thought we were entering a recession. ...

What is it that you're most focused in on in zeroed in on this earnings period. Well, you know, what's interesting when I reflect back on it's been such a busy year, so much news. But one of the things that I think has been maybe appreciated by the market but not appreciated as much by the commentators is what a reinforcing narrative we've seen around.So of course, we're focused on tariffs, we're focused on on everything that's happening at the Fed. But if we roll the clock back to the start of the year and ...

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Valuation Metrics - Adjusted Market Capitalization is less than $30 billion [1] - Annualized earnings are approximately less than $1 billion [1] - Price-to-Earnings ratio is around 30x [1] Financial Health - Strong earnings quality and growth are observed [1] Competitive Analysis - The company's performance looks very good compared to its competitors [1]

Market Performance - S&P 500 创下新纪录高位 [1] - 股票受到好于预期的盈利、零售额和首次申请失业金人数的提振 [1]

Core Viewpoint Commerce Bancshares Inc. (CBSH) reported strong second-quarter 2025 earnings, driven by increased net interest income and non-interest income, despite facing higher expenses and provisions for credit losses. Financial Performance - Earnings per share (EPS) for Q2 2025 was $1.14, exceeding the Zacks Consensus Estimate of $1.02, and reflecting a 10.7% increase year over year [1][9] - Net income attributable to common shareholders was $152.5 million, up 9.3% from the previous year, surpassing the estimate of $128.5 million [2] Revenue and Income Breakdown - Total revenues reached $445.8 million, a 7.5% increase year over year, exceeding the Zacks Consensus Estimate of $430.4 million [3] - Net interest income (NII) was $280.1 million, up 6.8% from the prior year, also surpassing the estimate of $265.7 million [3] - Non-interest income increased to $165.6 million, an 8.8% rise year over year, driven by growth in most components except for bank card transaction fees and loan fees [4] Expense Analysis - Non-interest expenses rose 5.3% year over year to $244.4 million, attributed to increases in nearly all cost components [4] - The efficiency ratio improved to 54.77% from 55.95% in the previous year, indicating enhanced profitability [5] Loan and Deposit Trends - As of June 30, 2025, net loans were $17.50 billion, a 1.7% increase from the prior quarter, while total deposits declined 1.3% to $25.49 billion [6] Asset Quality - Provision for credit losses was $5.6 million, a 2.4% increase year over year, with the allowance for credit losses on loans to total loans at 0.94% [7] - The ratio of annualized net loan charge-offs to total average loans decreased to 0.22% from 0.23% [7] Capital Ratios and Profitability - The Tier I leverage ratio improved to 12.75% from 12.13% year over year, and the tangible common equity to tangible assets ratio increased to 10.86% from 9.82% [10] - Return on total average assets was 1.95%, up from 1.86% in the prior year, while return on average equity decreased to 17.40% from 18.52% [10] Share Repurchase Activity - In the reported quarter, the company repurchased 0.17 million shares at an average price of $60.54 [11] Strategic Developments - Commerce Bancshares announced an agreement to acquire FineMark Holdings for $585 million, expected to close on January 1, 2026, subject to regulatory approval [12] - The acquisition is projected to be 6% accretive to CBSH's 2026 GAAP earnings, with anticipated cost savings of 15% of FineMark's non-interest expenses [13]

Core Insights - Abbott Laboratories (ABT) reported second-quarter 2025 adjusted earnings per share (EPS) of $1.26, beating the Zacks Consensus Estimate by 0.8% and improving 10.5% year over year [2][8] - Despite strong earnings and revenue results, ABT stock fell 5% in pre-market trading due to cautious third-quarter guidance [2][8] Revenue Performance - Worldwide sales reached $11.14 billion, a 7.4% increase year over year, surpassing the Zacks Consensus Estimate by 0.6% [3][8] - Organic sales improved by 6.9% year over year, with organic sales excluding COVID-19 rising by 7.5% [3] Segment Analysis - Established Pharmaceuticals segment sales increased by 6.9% on a reported basis to $1.38 billion, with organic sales in emerging markets growing by 8.7% [4] - Medical Devices segment sales rose 13.4% year over year to $5.37 billion, driven by Diabetes Care and Structural Heart products [5][8] - Diabetes Care division reported organic sales growth of 19.6%, with continuous glucose monitors contributing $1.90 billion to total sales [6] - Nutrition sales rose 2.9% year over year to $2.21 billion, with Adult Nutrition benefiting from strong global growth [7] - Diagnostics sales declined 1% year over year to $2.17 billion, impacted by lower COVID-19 testing-related sales [9] Margin and Expense Details - Gross profit increased by 8.9% year over year to $6.29 billion, with gross margin expanding by 79 basis points to 56.4% [9][10] - Selling, general and administration expenses rose 5.3% to $3.09 billion, while research and development expenses increased by 3.9% to $725 million [10] Financial Guidance - For full-year 2025, Abbott expects adjusted diluted EPS in the range of $5.10-$5.20, with organic sales growth projected at 7.5-8.0% [11] - Third-quarter adjusted diluted EPS is expected to be between $1.28 and $1.32, slightly below the Zacks Consensus Estimate of $1.34 [12] Strategic Developments - Abbott announced favorable data from the AVEIR Conduction System Pacing clinical study and received FDA approval for its Tendyne transcatheter mitral valve replacement system [14] - Plans to develop a new cardiovascular device manufacturing facility in Georgia, expected to be completed by 2028 [14]

for more on the markets and how investors uh may want to position themselves in the second half of the year. We are joined now by Charmine Mosa Mosavar. I always I always butcher your name.It kills me. It kills me. Uh kills me.It I know it's it's it's horrible. Chief investment officer uh for Goldman Sachs Wealth Management. Good morning to you. Good morning.We've got I'm happy to go by my first name. That's okay, too. You can just say we've known each other a long time and every time I You know what it is. ...

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