Following the publication of its first-quarter results on Thursday morning, investors bailed from Krispy Kreme (DNUT -16.56%) stock. On Friday, it was apparent that analysts were finding the stock distasteful, too. On the back of two pundit price target cuts, the donut slinger's share price eroded again, posting a Friday decline of more than 16%. Meanwhile, the S&P 500 (^GSPC -0.07%) traded essentially flat on the day.A pair of price target chopsWell before market open that day, Evercore ISI analyst David P ...

Inflationary pressures, global uncertainties and fluctuating consumer sentiment, particularly among lower- income households, are likely to have influenced spending patterns in the first quarter of 2025. Businesses operating in the leisure and recreation space have had to adjust quickly to remain competitive, often through operational efficiencies and more personalized service offerings. While discussing the sector's performance trends in the first quarter, companies such as Planet Fitness, Inc. (PLNT) , Pe ...

6 May 2025 | 6:10PM EDT S&P 500 Beige Book 3 themes from 1Q 2025 conference calls: Tariffs, consumers, and AI Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain a qualitative perspective on key issues facing company managements. This quarter, we highlight three themes from 1Q earnings calls: (1) managements discussed how the recent tariffs affect their businesses; (2) companies discussed the current state of the consumer; and (3) companies continued to discuss the impact of AI on t ...

Energizer (ENR) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Jon Poldan - Vice President, Treasurer & Investor RelationsMark LaVigne - President and CEOJohn Drabik - Executive VP & CFOBill Chappell - Managing DirectorLauren Lieberman - Managing DirectorRobert Ottenstein - Senior Managing Director & head of the Global Beverages and Household Products TeamCarla Casella - Managing Director Conference Call Participants Peter Grom - Equity Research AnalystWilliam Reuter - AnalystAndrea Tei ...

Energizer (ENR) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Jon Poldan - Vice President, Treasurer & Investor RelationsMark LaVigne - President and CEOJohn Drabik - Executive VP & CFOBill Chappell - Managing DirectorLauren Lieberman - Managing DirectorRobert Ottenstein - Senior Managing Director & head of the Global Beverages and Household Products TeamCarla Casella - Managing Director Conference Call Participants Peter Grom - Equity Research AnalystWilliam Reuter - AnalystAndrea Tei ...

Energizer (ENR) Q2 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Energizer Holdings Inc. Second quarter two thousand twenty five results conference call. At this time, all lines are in listen only mode. And following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Tuesday, 05/06/2025. I would now like ...

USA | Food Jefferies Food Research Roundup — U.S. Consumer Concern? Several of our companies posted quarterly results this past week, including KHC, MDLZ, LANC, SFM, UTZ, HSY, and K. Worsening consumer sentiment, softer traffic, and pricing strategies to drive volumes were some of the key themes. UTZ, SFM, and MDLZ fared better, while KHC, LANC, and K faced more pressure. We'll be hearing from SMID-caps THS, JJSF, KLG, BGS, NOMD, and VITL this coming week. KHC posted its 4th straight org sales miss, with NA ...

Tyson Foods reported lower-than-expected quarterly sales and stuck to its annual revenue forecast on Monday amid weaker demand for beef, sending shares down 9% and overshadowing better-than-anticipated profits.President Trump’s trade policies hung over the meat company due to concerns that tariff disputes could raise prices for a range of consumer goods and further reduce demand for pricey meat products.Beef prices have already climbed after US ranchers slashed their cattle herds due to a years-long drought ...

Core Insights - Chipotle Mexican Grill reported its first same-store sales decline since 2020, with a 0.4% drop in comparable-restaurant sales, attributed to weakening consumer traffic and economic concerns [3][8][4] - The company anticipates same-store sales growth in the low single digits for 2025, slightly lower than previous forecasts, with expectations for traffic to turn positive in the second half of the year [6][5] - Despite challenges, Chipotle continues to grow revenue, reporting a 6% increase to $2.88 billion, and adjusted earnings per share (EPS) rose 7% to $0.29, surpassing analyst expectations [8][11] Consumer Traffic and Economic Concerns - Chipotle experienced a 2% sales decline in January, with management attributing this to severe weather, wildfires, and an unfavorable calendar shift [3] - In February, the company noted a reduction in customer visits due to economic uncertainty, which has persisted into April [4] Financial Performance - Revenue grew by 6% to $2.88 billion, while adjusted EPS increased by 7% to $0.29, exceeding the analyst consensus of $0.28 [8] - Comparable-restaurant sales fell 0.4%, below the expected 1.7% increase, with transactions down 2.3% and average check rising by 1.9% [8] Operating Margins and Costs - Restaurant-level operating margins decreased by 130 basis points to 26.2%, impacted by larger portion sizes and rising food and labor costs [9] - Chipotle expects ongoing tariff impacts of about 50 basis points, excluding postponed tariffs on Mexico and Canada [9] Growth Opportunities - The company plans to add new locations at an annual rate of 8% to 10% in the U.S. and is exploring international expansion opportunities in Canada, the U.K., Germany, and the Middle East [12] - Chipotle has signed an agreement with Alsea to open restaurants in Mexico, with the first location scheduled for early next year [12] Valuation and Investment Perspective - The stock trades at a forward price-to-earnings (P/E) multiple of about 39 based on 2025 estimates, which is at the low end of its historical range [13] - Despite current challenges, the long-term growth story for Chipotle remains intact, suggesting potential for investors to accumulate shares [13]

Tractor Supply Co (TSCO) Q1 2025 Earnings Call April 24, 2025 05:41 PM ET Company Participants Mary Winn Pilkington - SVP, IR and Public RelationsHal Lawton - President and Chief Executive OfficerKurt Barton - Executive VP, CFO & TreasurerBarath Rao - Equity Research AssociateJosh Young - Equity Research Senior AssociateChuck Grom - Managing DirectorSteven Forbes - Senior Managing DirectorRobert Mills - Executive VP and Chief Technology, Digital & Corporate Strategy OfficerKaren Short - Managing Director – ...