Core Viewpoint - Celsius Holdings Inc. is highlighted as a strong investment opportunity in the FMCG sector, with Goldman Sachs initiating coverage with a 'Buy' rating and a price target of $72, citing confidence in the company's market share and margin expansion in the energy drink category [1][2]. Market Share and Growth Potential - Celsius Holdings currently holds a 17% market share in the energy drink market, with expectations to increase this to 20% by 2026 [2]. - The company is recognized as one of the best growth stocks in the consumer packaged goods segment, indicating strong potential for future performance [2]. Revenue and Margin Expansion - Analysts from Goldman Sachs predict a long runway of volume-led double-digit topline growth and margin expansion for Celsius Holdings [3]. - Key drivers for market share growth include aggressive international expansion, with current international operations accounting for only 3% of sales, suggesting significant growth potential [3]. Product Overview - Celsius Holdings develops, manufactures, markets, and sells functional energy drinks, including the CELSIUS brand and its various product lines such as CELSIUS On-the-Go and CELSIUS Hydration, which are formulated with ingredients like green tea, ginger, B vitamins, and caffeine [4].

JBS N.V. (NYSE:JBS) is one of the best FMCG stocks to invest in. On September 17, the company reiterated that it is preparing for a shift in Brazil’s cattle cycle, which could result in reduced availability of animals for slaughter. JBS N.V. (JBS) Eyes Partnerships and Contracts to Offset Cattle Supply Shortfall in Brazil Valentyn Volkov/Shutterstock.com The number one beef exporter is preparing for a significant drop in cattle supply in the country at a time when other nations, such as the U.S., are fe ...

Group 1 - BellRing Brands, Inc. has announced a $400 million share repurchase program to enhance shareholder value, which will be executed over the next two years [1][2] - The company has previously returned $226 million to shareholders under a canceled $300 million repurchase authorization, effective August 29, 2025 [2] - The new repurchases will occur in the open market and will depend on liquidity, share price market conditions, and legal requirements [2] Group 2 - BellRing Brands specializes in developing, marketing, and selling convenient nutrition products, primarily ready-to-drink protein shakes and powders [3] - The company's products target a wide range of consumers, including those interested in lifestyle and sports nutrition [3]

Company Overview - Sprouts Farmers Market Inc. (NASDAQ:SFM) is a U.S. specialty grocery retailer focusing on fresh, natural, and organic foods, including produce, bulk goods, vitamins, and private-label products at accessible prices [4] - The company operates over 400 stores across 24 states in the U.S. [4] Expansion Plans - On September 19, the company announced plans to open a new store in Venice, Florida, in November, highlighting its aggressive expansion strategy [1] - The new store at 1120 Jacaranda Blvd will create 93 full-time and part-time career opportunities, contributing to local job creation [2] - This expansion in Florida follows the recent opening of a new store in Providence Village, Texas [2] Store Design and Offerings - Each Sprouts location is designed to evoke a farmers' market atmosphere, featuring fresh produce at the center and an open layout that encourages exploration [3] - The retailer is recognized for its large bulk goods section, vitamins and supplements department, and organic fruits and vegetables [3]

Core Insights - Primo Brands Corporation (NYSE:PRMB) is recognized as a promising investment in the FMCG sector, particularly in the beverage market, with Goldman Sachs initiating coverage with a 'Neutral' rating and a $25 price target [1][2] Financial Performance and Growth Projections - Goldman Sachs anticipates a 4% organic compound annual growth rate (CAGR) in sales for Primo Brands through 2028, supported by brands like Poland Springs and Pure Life [2] - The company is expected to achieve an 8% EBITDA CAGR through 2028, driven by $300 million in cost synergies [2] - Primo Brands is projected to generate $1 billion in free cash flow by 2027, which will aid in reducing debt levels [3] Market Position and Product Offerings - Primo Brands is a North American company specializing in healthy hydration products, including spring, purified, and enhanced waters, under well-known brands such as Poland Spring, Pure Life, and Primo [4] - The company holds the position of the largest reuse and refill beverage platform in the U.S., indicating a strong market presence [4] Strategic Expansion - The company is expected to benefit from its expansion into rapidly growing categories, including sparkling water and functional hydration products [3]

UnitedHealth Group Incorporated (NYSE:UNH) ranks among the hot stocks to invest in right now. Truist Securities reaffirmed its Buy rating on UnitedHealth Group Incorporated (NYSE:UNH) and boosted its price target from $310 to $365 on September 9. The hike follows UnitedHealth’s release of an 8-K filing with preliminary 2026 Star ratings data. Ken Wolter/Shutterstock.com According to the filing, the company expects around 78% of its membership to be in 4+ Star plans for Payment Year 2027, which aligns wi ...

Core Insights - Mairs & Power Balanced Fund experienced a challenging start to Q2 2025 due to tariff uncertainties, Middle East conflicts, rising national debt, and a poor dollar performance, but managed to recover and rise 25% by the end of the quarter [1] - The fund returned 2.66% in the first half of 2025, underperforming against benchmark indexes which rose 5.43% and the Morningstar Moderate Allocation peer group which increased by 5.67% [1] Company Performance - Fastenal Company (NASDAQ:FAST) reported a one-month return of -4.40% but saw a significant 35.74% increase in value over the last 52 weeks, closing at $47.99 per share with a market capitalization of $55.075 billion on September 23, 2025 [2] - The fund's overweight position in the Industrials sector contributed positively in the first half of 2025, but poor stock selection led to an overall negative impact [3] - Toro (TTC), another significant holding, reported slowing revenue growth and lowered guidance, negatively affecting its stock price, while Fastenal's growth indicated market share gains despite similar market weaknesses [3] Hedge Fund Interest - Fastenal Company (NASDAQ:FAST) was held by 42 hedge fund portfolios at the end of Q2 2025, an increase from 39 in the previous quarter, indicating growing interest among institutional investors [4]

Group 1 - Mairs & Power Balanced Fund reported a return of 2.66% in the first half of 2025, underperforming benchmark indexes which rose 5.43% and 5.67% respectively [1] - The fund's performance was impacted by external factors such as tariff uncertainty, conflicts in the Middle East, and rising national debt [1] - The fund experienced a recovery, rising 25% from its low at the beginning of the quarter [1] Group 2 - Bio-Techne Corporation (NASDAQ:TECH) has a market capitalization of $8.239 billion and focuses on life science reagents, instruments, and services [2] - The stock of Bio-Techne Corporation saw a one-month return of -5.87% and a 52-week decline of 29.39%, closing at $52.92 per share on September 23, 2025 [2] - The company underperformed due to uncertainty in the funding environment, influenced by federal funding cuts and a weak venture capital landscape [3] Group 3 - Bio-Techne Corporation generated $317 million in revenues in the fiscal fourth quarter of 2025, reflecting a 3% year-over-year increase on an organic basis and a 4% increase on a reported basis [4] - The company is not among the 30 most popular stocks among hedge funds, with 37 hedge fund portfolios holding its stock at the end of the second quarter, up from 34 in the previous quarter [4] - Despite acknowledging Bio-Techne's potential, the company believes certain AI stocks present greater upside potential and lower downside risk [4]

Group 1 - AutoZone, Inc. is recognized for its aggressive stock buyback strategy, utilizing spare cash to repurchase shares, making it one of the most active buyback companies on the New York Stock Exchange [1] - The average age of vehicles on the road is increasing, leading to a higher demand for automotive replacement parts and maintenance, which AutoZone provides [1] - The availability of repair instructions on platforms like YouTube has made it easier for consumers to maintain their older vehicles, further driving demand for AutoZone's products [1] Group 2 - AutoZone sells and distributes a wide range of automotive replacement parts, maintenance items, and accessories for various types of vehicles, including cars, SUVs, vans, and light trucks [2] - The company also offers commercial programs and diagnostic software, expanding its service offerings beyond just retail [2]

Group 1 - Cintas Corporation (NASDAQ:CTAS) is viewed positively by Jim Cramer, who believes the stock could provide an upside surprise at current levels [1] - Cintas offers corporate uniforms, facility services, and safety solutions, catering primarily to small and medium-sized businesses, but also serving larger clients [2] - Cramer suggests that the best time to invest in Cintas is during market slowdowns, indicating that it is a strong long-term hold [2] Group 2 - There is a belief that certain AI stocks may present greater upside potential and lower downside risk compared to Cintas [2]