10 June 2025 | 8:42AM EDT Americas Beverages NielsenIQ data thru 5/31 - Total alcohol beverage $ sales declines continue Our View - Recent NielsenIQ xAOC+C sales trends for total alcoholic beverages declined -3.9% for the 2-wks ending 5/31/25 (vs -3.1%/-2.2% for 4/12-wks). The data reflects continued pressure on volumes, with trends worsening sequentially, down -5.9% (vs -4.8%/-3.8% for 4/12-wks) against slightly higher pricing growth, up +2.2% for 2-wks (vs +1.8%/+1.6% for 4-/12-wks). Note that results for ...

Key Takeaways SJM posted a Q4 EPS of $2.31, which beat estimates but fell 13% YoY. Q1 net sales fell 3% to $2.14B, due to the lower volume/mix, partly made up by net price realization. SJM expects FY26 net sales to increase 2-4% and EPS in the $8.50-$9.50 range.The J. M. Smucker Company (SJM) reported fourth-quarter fiscal 2025 results, with the top line missing the Zacks Consensus Estimate but the bottom line exceeding the same. However, both metrics declined year over year. SJM’s fiscal fourth-quarter r ...

Well, the NFIB small business optimism index, it increased by three points in May thanks to more positive expectations on business conditions and sales growth, but uncertainty still remains high on Main Street. Here to break down the report, we've got Holly Wade, NFIB Research Center executive director. Holly, great to have you here as always and to get some of your insights on the report.Just want to get your biggest takeaways. Sure. of small business owners, the index improved three points. And so this is ...

联发科5月销售额达451.8亿元台币，环比增长7.19%。 ...

Global Research ab 6 June 2025 Global Semiconductor SIA April Data: Semis Sales Retreated After Sales in April declined from March's record high Following March's high sales, total semiconductor sales in April experienced an 11.7% M/M decline, which is in line with the 5-yr seasonal average, but ~120 bps below the 10- yr seasonal average. Excluding memory, IC sales dropped 8.3% M/M, which is ~150 bps worse than normal seasonal averages. Despite the positive tariff-related pull-in effect since "Liberation Da ...

V i e w p o i n t | 06 Jun 2025 03:00:00 ET │ 14 pages US Semiconductors April Sales In Line With Our Forecast But Below Seasonality. Maintain C25 Semi Sales of Up 8% YoY. Top Picks are ADI and TXN CITI'S TAKE On Thursday, the SIA announced April monthly sales of $55.0 billion (down 11.1% MoM), below seasonality of down 10.0% MoM but in line with our estimate of $55.0 billion (down 11.1% MoM) due to weaker Microprocessor and DRAM sales. We maintain our 2025 semi sales forecast of up 8% YoY due to our belief ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...

In 2017, home improvement retail chain Floor & Decor Holdings (FND -1.45%) went public. It only had about 70 locations and was still virtually unknown. And investors could have bought it at any time during the past eight years. But now it's time to buy Floor & Decor stock like there's no tomorrow.Of course, that's just an expression -- there will be a tomorrow for Floor & Decor, and I believe it will be great for shareholders. That's why I believe it's worth the investment today. But when it comes to buying ...

ToplineA pessimistic prediction for Tesla sales from Goldman Sachs added further fuel to the Tesla fire, as the unraveling relationship between Tesla CEO Elon Musk and his former close ally President Donald Trump plays out publicly, accelerating Wall Street’s concerns about the increasing exposure of Tesla to Musk’s outspoken politics.Elon Musk has alienated “multiple sides of the political spectrum” from Tesla, according to one ... More prominent Wall Street analyst.AFP via Getty ImagesKey FactsIn a late T ...

Core Viewpoint - Tesla Inc. experienced a significant stock drop of 14% in a single day, leading to a market capitalization loss of over $150 billion, raising concerns about the sustainability of its stock price and potential further declines [2][4][14] Financial Performance - Tesla's valuation remains high with a P/E ratio of approximately 156x and a P/S ratio of 9.3x, typically associated with high-growth software companies rather than capital-intensive automakers [3] - Over the past 12 months, Tesla's revenue growth was only 1% year-over-year, while net margins declined from 7.3% to 6.7% [4] - In Q1 FY2025, Tesla's revenue decreased by 9%, and net margins fell to 2%, indicating significant stress on sales volume and pricing [4] Competitive Landscape - Increased competition from Chinese EV manufacturers like BYD and NIO is pressuring Tesla's market share, leading to price reductions that have squeezed margins [7] - Political factors, including Elon Musk's public disagreements with former President Trump, have introduced uncertainty regarding future government contracts and subsidies [5] Brand and Market Perception - Tesla's brand reputation is facing challenges, with calls for consumer boycotts and vandalism at charging stations raising concerns about potential demand decline, particularly in the U.S. [6] - The company's image as a leader in sustainable innovation is becoming increasingly politicized, which may affect consumer sentiment [6] Future Scenarios - A downside scenario suggests that if Tesla's revenue decreases by an additional 10-15% over the next two years, annual revenue could drop to approximately $82-86 billion, with EPS potentially falling below $1.00 [8][10] - In a more stable context, modest revenue growth of 5-8% and recovery of net margins to 6-8% could lead to earnings of $4-5/share, suggesting a valuation of $200-250 [11][12] - An optimistic recovery scenario could see earnings rise to $6-7/share with a P/E ratio expansion to 60x, potentially pushing Tesla's stock price back above $400 [13] Conclusion - At a current price of $285, Tesla's valuation reflects significant growth expectations despite recent cautionary signals in earnings reports, with a precarious situation indicated by declining revenue and margins [14][15] - The risk-reward balance appears increasingly uncertain, but Tesla retains long-term potential if it can navigate short-term volatility and restore margins [15]