RT Clemente (@Chilearmy123)In honor of BoDoggos being featured by Opensea again, here's my 60 second pitch:BoDoggos minted when Solana was at $15 and Robinhood had just delisted itEasy made a huge bet on SOL and it paid off - the ecosystem has grown massively since thenBut in the last 12 months, I think the die-hard Solana energy has been siphoned into memecoins, and that level of unity isn't the same as beforeMeanwhile, we built a media company with sustainable revenue and have some really cool partnership ...

Let's talk markets now with Joe Amato, president and chief investment officer at Newberger Burman, which has $515 billion dollars in assets under management. Joe, great to have you with us. Morning.Good to be here. Obviously, you know, second half there, you you take a look at what you should be doing with your own portfolio and a lot of people are wondering and and what happened yesterday's market was really interesting because it was like July 1 hit and there was just a rotation out of the higher multiple ...

Consumer Behavior & Preferences - 53% of Americans plan to pay for travel lodging this summer [1] - Travelers are laser-focused on value, not necessarily the cheapest stays [2] - Travelers choose hotels when traveling solo and private vacation homes (via Vrbo) when traveling with family or groups [3][4] Hotel Pricing & Value - Hotel prices in the US are slightly down this summer compared to last summer, with some popular destinations like San Francisco, Atlanta, and Austin, Texas, experiencing almost a 10% decrease [4] - Internationally, hotel prices are slightly up but generally lower than in the US [5] - Hotelscom's hotel price index uses "margarita math" (barometer) to correlate the cost of poolside cocktails with hotel room rates, indicating that Nashville offers the best value for poolside drinks, about $5 less than in LA [5][6] Loyalty Programs & Perks - Loyalty programs are key to saving, offering not only lower rates but also perks such as food and beverage credits ($250), wine upon check-in, and discounts on spa services (e.g., 20% off at the Godfrey Hotel in Chicago) [7][8] - Hotelscom's loyalty currency, "one key cash," can be used for immediate or future luxury hotel stays [9]

Core Viewpoint - Goodyear's shares have declined approximately 1.7% since the last earnings report, underperforming the S&P 500, raising questions about the potential for a breakout or continued negative trend leading up to the next earnings release [1] Estimates Movement - Estimates for Goodyear have trended downward over the past month, with the consensus estimate shifting down by 22.54% [2] VGM Scores - Goodyear currently holds a poor Growth Score of F and a similar score for momentum, but it has an A grade for value, placing it in the top quintile for this investment strategy. The overall aggregate VGM Score is C, which is relevant for investors not focused on a single strategy [3] Outlook - The downward trend in estimates indicates a negative shift, with Goodyear holding a Zacks Rank of 3 (Hold). An in-line return is expected from the stock in the upcoming months [4]

Financial Data and Key Metrics Changes - The company has adjusted its top line estimate for the year, reflecting a demand outlook that aligns with category dynamics and consumer behavior [14][15] - Gross margin contraction is expected in the second quarter, with a stabilization anticipated in the back half of the year [16][40] Business Line Data and Key Metrics Changes - The company is experiencing a rapid acceleration in consumer interest in health and wellness brands within the ready-to-eat cereal category, indicating a positive trend for the business [7][12] - The Kashi relaunch and campaigns across mainstream brands are part of the strategy to capitalize on this trend [9][12] Market Data and Key Metrics Changes - In the U.S., there has been a sequential improvement of about 80 basis points in both sales and volume, indicating a stable backdrop for executing the company's strategy [20][21] - The company is focusing on a stable top line growth of minus 1% to plus 1%, which is essential for delivering long-term margin growth [22] Company Strategy and Development Direction - The company is committed to a strategic reallocation of investments to enhance returns and align with consumer preferences, particularly in health and wellness [28][30] - The long-term guidance includes a target of 500 basis points of EBITDA margin expansion by the end of 2026, primarily through gross margin improvements [42][47] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in the current operating environment but expresses confidence in the strategic priorities and actions being taken to drive business value [65] - The company believes that the current consumer sentiment, focusing on value and health, presents a long-term tailwind for the cereal category [54] Other Important Information - The company is enhancing its marketing strategies and product offerings, including a multi-brand fiber campaign and the relaunch of Special K products [58][59] - There is an ongoing effort to optimize the cost structure and enhance efficiencies in distribution and manufacturing [48][49] Q&A Session Summary Question: What drove the recent acceleration in consumer interest in health and wellness brands? - Management believes the acceleration is a continuation of a trend, driven by consumer focus on value and health, and they are prepared to capitalize on this [11][12] Question: What is the expected gross margin contraction in the second quarter? - Management indicated that the largest impact will be in Q2 as they adjust their manufacturing plan, with expectations for stabilization in the back half of the year [15][16] Question: How does the company define a stable backdrop for sales growth? - The company sees the current category performance as consistent with planning assumptions, allowing for stable top line growth in the range of minus 1% to plus 1% [20][22] Question: How confident is the company in returning to market share performance in line with the category? - Management stated that improvements will be sequential throughout the year, with distribution gains and strategic investments expected to contribute positively [33][35] Question: What is the plan for Special K to stabilize its performance? - Management is focusing on stronger health claims and product relaunches to leverage the brand's health credentials and respond to consumer trends [56][58] Question: How will the company respond to emerging protein-forward brands? - Management indicated a dual approach of enhancing existing brand marketing while also considering acquisitions of smaller brands [60][62]

WK Kellogg Co (KLG) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Hello, and welcome to WK Kellogg Co. To report First Quarter Results May 6. My name is Harry, and I will be your operator today. All lines are currently in a listen only mode, and there will be an opportunity for Q and A after management's prepared remarks. I I would now like to hand the conference over to Karen Duke, Vice President of Investor Relations. Thank you. Please go ahead. Speaker1 Thank you, Harry, and good morning, every ...