Core Viewpoint - Dick's Sporting Goods (DKS) shares have increased by approximately 8.1% since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Estimates Movement - Estimates for Dick's Sporting Goods have trended downward over the past month [2] VGM Scores - The company has a subpar Growth Score of D and a Momentum Score of F, while it received a B grade for value, placing it in the second quintile for this investment strategy; the overall aggregate VGM Score is C [3] Outlook - The downward trend in estimates has resulted in a net zero magnitude of revisions; Dick's Sporting Goods holds a Zacks Rank 3 (Hold), indicating an expectation of an in-line return in the coming months [4]

In this video, I will go over Micron's (MU -0.95%) recent earnings report and explain why the stock dropped despite a triple beat. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of June 25, 2025. The video was published on June 26, 2025. ...

Core Insights - McCormick reported revenue of $1.66 billion for the quarter ended May 2025, reflecting a 1% increase year-over-year, with EPS remaining stable at $0.69 compared to the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate by -0.22%, while the EPS exceeded the consensus estimate by +6.15% [1] Financial Performance - Net Sales in Flavor Solutions were reported at $729 million, which is -1.3% lower than the estimated $746.82 million [4] - Net Sales in the Consumer segment reached $931 million, surpassing the estimated $918.28 million, marking a year-over-year increase of +2.9% [4] - Operating income for Flavor Solutions, excluding special charges, was $95 million, exceeding the average estimate of $92.07 million [4] - Operating income for the Consumer segment was reported at $164 million, also above the average estimate of $152.43 million [4] Stock Performance - McCormick's shares have returned +3.2% over the past month, underperforming the Zacks S&P 500 composite's +5.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - BlackBerry reported quarterly earnings of two cents per share, surpassing the analyst consensus estimate of zero cents, with quarterly revenue of $121.7 million exceeding the Street estimate of $112.18 million [1][2] Financial Performance - The company achieved a non-GAAP gross margin of 75% [4] - QNX revenue grew by 8% year-over-year to $57.5 million, with an adjusted gross margin of 81% [4] - Secure Communications revenue reached $59.5 million, exceeding prior guidance, with an adjusted gross margin increase of 6 percentage points sequentially and 4 percentage points year-over-year to 70% [4] - Licensing revenue was reported at $4.7 million, and adjusted EBITDA stood at $3.8 million [4] Management Commentary - CEO John J. Giamatteo stated that BlackBerry made a strong start to the new fiscal year, building on a solid foundation laid over the past year, with both QNX and Secure Communications divisions effectively executing their strategies [2] Future Guidance - BlackBerry affirmed its fiscal 2026 adjusted EPS guidance in the range of eight cents to 10 cents [2] - The company raised its fiscal 2026 revenue guidance from a range of $504 million to $534 million to a new range of $508 million to $538 million, compared to the $513.51 million estimate [2] Stock Performance - Following the earnings report, BlackBerry stock increased by 4.16% to $4.51 in extended trading [3]

Group 1 - Micron Technology Inc is set to report its fiscal second-quarter earnings on July 25, with options traders showing bullish sentiment ahead of the event [1] - Historically, Micron has experienced volatile post-earnings movements, with five out of the last eight reports resulting in lower stock prices the following day, including significant drops of 8% in March and 16.2% in December [2] - The average post-earnings swing for Micron has been 9.7%, while the options market is currently pricing in a larger move of 12.3% for the upcoming earnings report [2] Group 2 - Micron's stock has increased by 42% in 2025 and is approaching its highest closing price in nearly a year, with a notable recovery since the lows around $60 on April 7 [3] - The 20-day moving average has effectively contained significant pullbacks in the stock price [3] - There is a growing popularity of short-term puts, as indicated by Micron's Schaeffer's put/call open interest ratio (SOIR) of 0.84, which is in the 92nd percentile of readings from the past month [5]

The Kroger Co. KR will release its first-quarter financial results before the opening bell on Friday, June 20.Analysts expect the Cincinnati, Ohio-based company to report quarterly earnings at $1.46 per share, up from $1.43 per share in the year-ago period. Kroger projects quarterly revenue of $45.31 billion, compared to $45.27 billion a year earlier, according to data from Benzinga Pro.On March 6, the company reported fourth-quarter adjusted earnings per share of $1.14, beating the street view of $1.11. Qu ...

Core Viewpoint - Cisco Systems (CSCO) shares have increased by approximately 1.3% since the last earnings report, underperforming the S&P 500 index [1] Group 1: Earnings Report Insights - The recent earnings report indicates that estimates for Cisco have trended upward over the past month [2] - The stock has received a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4] Group 2: VGM Scores - Cisco has an average Growth Score of C and a Momentum Score of C, while it received a D grade for Value, placing it in the bottom 40% for that investment strategy [3] - The overall aggregate VGM Score for Cisco is D, which is significant for investors not focused on a single strategy [3]

Core Insights - Chewy, Inc. (CHWY) reported strong first-quarter fiscal 2025 results, with both revenue and earnings exceeding expectations and showing year-over-year growth [1][3][11] Financial Performance - Adjusted earnings were 35 cents per share, beating the Zacks Consensus Estimate of 34 cents, and reflecting a 12.9% increase from the previous year [3] - Net sales reached $3,116 million, surpassing the Zacks Consensus Estimate of $3,076 million, marking an 8.3% increase from $2,877.7 million in the prior year [3][11] - Gross profit increased by 8.2% year over year to $923.8 million, while gross margin slightly decreased to 29.6% [7] - Adjusted EBITDA was $192.7 million, an 18.3% increase from $162.9 million in the same quarter last year, with an adjusted EBITDA margin of 6.2% [9] Sales Breakdown - Hardgoods sales grew 12.3% year over year to $342.2 million, driven by improved inventory management and the addition of over 150 new brands [4][11] - Consumable sales increased by 6.4% year over year to $2.18 billion [4] - Autoship sales rose 14.8% to $2.56 billion, representing a record 82.2% of total net sales [5][11] Customer Metrics - The company ended the quarter with 20.8 million active customers, a 3.8% increase year over year [5] - Net sales per active customer reached $583, reflecting a 3.7% year-over-year increase [6] Cost and Expense Management - SG&A expenses rose 8.4% year over year to $653.1 million, accounting for 21% of net sales [8] - Advertising and marketing expenses totaled $193.8 million, up 3.7% year over year [8] Future Outlook - For Q2 fiscal 2025, Chewy expects net sales between $3.06 billion and $3.09 billion, with adjusted earnings per share projected between 30 cents and 35 cents [14] - For the full fiscal 2025, net sales are expected to be between $12.3 billion and $12.5 billion, representing approximately 6% to 7% year-over-year growth [15] - The company anticipates converting around 80% of adjusted EBITDA into free cash flow, translating to approximately $550 million [16]

Core Insights - AstroNova, Inc. reported a net loss of 5 cents per share for Q1 fiscal 2026, a decline from a net income of 15 cents per share in the same quarter last year [2] - The company's revenues increased by 14.4% year over year to $37.7 million, driven by growth in both the Product Identification and Aerospace segments [2] - Despite revenue growth, profitability metrics declined, with operating income dropping to $0.6 million from $1.3 million a year ago [3] Financial Performance - Adjusted net income for the quarter was 5 cents per share, down from 15 cents per share in the prior-year quarter [2] - Operating income for the Product ID segment decreased by 6.7% to $2.8 million, while adjusted operating income rose 4.4% to $3.1 million [4] - The Aerospace segment's operating income increased by 60.5% year over year to $2.8 million, with adjusted operating income at 25.7% of revenue [5] Orders and Backlog - Orders rose 5.4% year over year to $34.9 million, supported by growth in Product ID [6] - Backlog declined to $25.5 million from $28.3 million at the end of fiscal 2025, primarily due to fulfillment of previously delayed shipments [6] Management Commentary - CEO Greg Woods highlighted the transition to high-margin ToughWriter products and the commercialization of next-generation Product ID printers [7] - Management noted that 83% of revenue was recurring and attributed improved adjusted operating income to synergies from the MTEX acquisition [7] Cost Management and Guidance - AstroNova reaffirmed its full-year fiscal 2026 outlook, expecting revenue between $160 million and $165 million, indicating about 7% growth at the midpoint [12] - Adjusted EBITDA margin is projected to range from 8.5% to 9.5%, reflecting continued margin expansion from cost containment efforts [12] Other Developments - The integration of MTEX into the Product ID segment contributed $1.4 million in revenues [13] - The company executed $1.9 million in annualized cost reductions as part of a broader $3 million restructuring initiative [13] - AstroNova improved its liquidity position to $12.6 million and reported free cash flow of $4.4 million for the quarter [13]

Core Insights - The J. M. Smucker Company (SJM) reported fourth-quarter fiscal 2025 results, with net sales missing estimates while adjusted earnings exceeded expectations, both metrics showing a year-over-year decline [1][3][10] Financial Performance - Adjusted earnings per share (EPS) were $2.31, down 13% year over year, but above the Zacks Consensus Estimate of $2.25 [3][10] - Net sales totaled $2,143.8 million, a 3% decline year over year, missing the Zacks Consensus Estimate of $2,191 million [3][10] - Excluding noncomparable sales from divestitures and currency impacts, net sales decreased by 1%, attributed to a 3% drop in volume/mix, partially offset by a 3% increase in net price realization [3][10] Segment Performance - U.S. Retail Pet Foods: Sales fell 13% to $395.5 million, with an 11-percentage-point negative impact from volume/mix [5] - U.S. Retail Coffee: Sales increased 11% to $738.6 million, driven by a 10% rise in net price realization [6] - U.S. Retail Frozen Handheld and Spreads: Sales decreased slightly to $449.8 million, with a profit drop of 5% to $91 million [7] - Sweet Baked Snacks: Sales were $251 million, down 26% year over year, with a profit decline of 72% to $20 million [8] - International and Away From Home: Sales increased 3% to $308.9 million, with a profit increase of 13% to $69.2 million [9] Financial Health - Cash and cash equivalents stood at $69.9 million, with long-term debt of $7,036.8 million and total shareholders' equity of $6,082.6 million [11] - Operating cash flow was $393.9 million, and free cash flow was $298.9 million for the quarter [11] Future Outlook - For fiscal 2026, SJM anticipates net sales growth of 2-4%, factoring in the impact of recent divestitures [13] - Comparable net sales are expected to rise approximately 3.5-5.5%, driven by higher net price realization, despite volume/mix declines [14] - Adjusted EPS guidance for fiscal 2026 is set between $8.50 and $9.50, down from $10.12 in fiscal 2025 [15]