The 3D, AI Powered Technology Screens 25,000 People Per Hour—Without Stopping Them Tel Aviv, Israel, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Jeffs' Brands Ltd (“Jeffs’ Brands” or the “Company”) (Nasdaq: JFBR, JFBRW), a data-driven e-commerce company operating on the Amazon Marketplace, announced today that Jeffs’ Brands Holdings Inc., its’ wholly owned subsidiary (“Jeffs’ Brands Holdings” or the “Subsidiary”) has entered into a non-binding Memorandum of Understanding (“MOU”) with Scanary Ltd. (“Scanary”), an Isra ...

Financial Data and Key Metrics Changes - The company reported a 5.7% increase in quarterly Adjusted Funds From Operations (AFFO) per share compared to Q3 2024, reaching $0.37 per share [35] - Full-year 2025 AFFO per share guidance was raised to a range of $1.49 to $1.50, representing a growth of 4.2% to 4.9% for the year [6][37] - Year-to-date investments totaled $552.6 million, including $353.4 million in new property acquisitions and $150.2 million in build-to-suit developments [7] Business Line Data and Key Metrics Changes - The weighted average initial cash cap rate for new property acquisitions was reported at 7.1%, with a weighted average straight-line yield of 8.2% [7][31] - The build-to-suit program has started seven developments in 2025 with a budgeted deployment of $256.7 million, expected to deliver approximately $28 million of additional Annual Base Rent (ABR) [10][26] - The company achieved a 99.5% lease rate at the end of the quarter, with 100% of base rents collected [32] Market Data and Key Metrics Changes - The Eastern Pennsylvania industrial market is experiencing robust demand, with over 100 active tenants seeking more than 30 million square feet of space [29] - E-commerce continues to drive demand for logistics and distribution assets, particularly in major logistics hubs [12] Company Strategy and Development Direction - The company is focused on a differentiated build-to-suit strategy, which is expected to provide long-term, high-quality, de-risked growth [10][27] - The management emphasized maintaining rigorous discipline around the cost of capital and opportunistic dispositions to enhance portfolio quality [22] - The company plans to balance proactive equity capital market activities with prudent capital recycling to enhance shareholder value [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term value of their assets and the ability to navigate challenges, citing successful handling of tenant credit events [34] - The company is optimistic about the industrial sector's growth driven by reshoring trends and increased demand for logistics facilities [12][96] - Management noted that while competition for build-to-suit projects has increased, strong relationships with developers provide a competitive edge [45] Other Important Information - The company successfully returned to the investment-grade bond market with a $350 million offering, which was nearly seven times oversubscribed [14][36] - The Board of Directors approved a $0.29 dividend per share, which remains well covered [37] Q&A Session Summary Question: On build-to-suit projects, is capital recycling a preferred outcome? - Management indicated that while they prefer to hold onto build-to-suit projects long-term, they are open to selling if it supports business growth [41][43] Question: Are there more competitive pressures for build-to-suit projects? - Management acknowledged increased competition but emphasized their strong developer relationships that provide ample opportunities [45] Question: What is the outlook for lease expirations and potential backfills? - Management reported a low percentage of ABR at risk and expressed confidence in their ability to manage lease expirations effectively [56] Question: What is the strategy for regular way dispositions? - Management stated that regular way dispositions will focus on portfolio pruning and opportunistic sales, with a goal of reinvesting proceeds into the investment pipeline [58] Question: Any specific tenants on the watch list for potential bad debt? - Management indicated no specific names of concern but noted ongoing monitoring of certain sectors [91]

Core Insights - Sprouts Farmers Market, Inc. (SFM) reported third-quarter 2025 results with net sales falling short of estimates while earnings per share exceeded expectations, indicating mixed performance [1][2][9] Financial Performance - Quarterly earnings were $1.22 per share, surpassing the Zacks Consensus Estimate of $1.17, and up from $0.91 in the same period last year [2][9] - Net sales reached $2,200.4 million, below the Zacks Consensus Estimate of $2,229 million, but increased by 13% year over year, driven by new store sales and comparable store sales growth [2][3] Comparable Store Sales - Comparable store sales rose by 5.9%, below the projected 7.6% increase, and decelerated from 10.2% and 11.7% in the previous two quarters [3][11] - E-commerce sales grew by 21%, accounting for 15.5% of total sales during the quarter [3] Margins and Operating Income - Gross profit increased by 14.9% year over year to $851.1 million, with gross margin expanding by 60 basis points to 38.7%, exceeding expectations [4] - Operating income rose to $157.4 million from $122.5 million year over year, with operating margin expanding by 90 basis points to 7.2% [5] Expenses and Store Expansion - SG&A expenses increased by 12.6% year over year to $653.3 million, but as a percentage of net sales, it improved to 29.7% due to lower compensation expenses [6] - The company opened nine new stores during the quarter, bringing the total to 464 stores, with plans to open 37 new stores in 2025 and more in 2026 [7] Financial Health - Cash and cash equivalents stood at $322.4 million, with long-term debt of approximately $53.4 million and stockholders' equity of $1,434.6 million [8] - The company repurchased 0.4 million shares for $50 million under a $1 billion share repurchase program [8] Future Guidance - For Q4 2025, SFM expects flat to 2% growth in comparable store sales and adjusted earnings between $0.86 and $0.90 per share [11] - The company anticipates 2025 net sales growth of 14% and comparable store sales growth of 7%, adjusting previous projections [11][12]

Core Points - NextPlat Corp has received a 180-calendar-day extension from Nasdaq to regain compliance with the minimum bid price requirement, now having until April 27, 2026, to maintain a closing bid price of at least $1.00 per share for ten consecutive business days [1][2] - The extension does not affect the continued listing status of NextPlat's common stock on The Nasdaq Capital Market under the symbol "NXPL" [1] - If the company fails to meet the minimum bid requirement during the extension, it may face delisting, but it can appeal the decision to a Nasdaq Hearings Panel [2] Company Overview - NextPlat is a global consumer products and services company that provides healthcare and technology solutions through e-commerce and retail channels [4] - The company operates an e-commerce communications division offering various products and services, including voice, data, tracking, and IoT, as well as pharmacy and healthcare data management services in the U.S. through its subsidiary, Progressive Care [4]

Core Insights - Woolworths exceeded first-quarter sales estimates due to deeper discounts, lower pricing, and a focus on e-commerce, attracting more value-conscious shoppers to its Australian supermarkets [1] Sales Performance - The company reported strong sales performance in the first quarter, driven by strategic pricing and promotional activities [1] E-commerce Strategy - A significant emphasis on e-commerce contributed to the increase in customer traffic and sales, aligning with current consumer shopping trends [1]

Core Insights - Hertz's decision to allow buyers to complete the entire car purchasing process online aligns with the industry's shift towards digital buying habits, driven by consumer expectations for a seamless online experience [1][2] - The company has formed key partnerships, notably with Amazon Autos, enhancing its e-commerce presence and expanding its inventory visibility [1][2] - Industry forecasts indicate that by 2026, 15% of car purchases in the U.S. could be fully online, making Hertz's online strategy essential for improving resale outcomes [2] Financial Performance - Hertz's stock has increased nearly 64% over the past year and more than 50% since January, reflecting positive market sentiment towards its new strategy [4] - Despite the stock gains, Hertz reported a loss of $0.34 per share in the last quarter and a trailing yearly loss of $3.32 per share, indicating ongoing financial challenges [5] - The second quarter marked a turning point with core profits turning positive for the first time in nearly two years, with net income and adjusted EBITDA improving by approximately $500 million year-over-year [5] Operational Efficiency - The company's strategy of smarter vehicle management has led to a reduction in depreciation per vehicle to $251 per month, below its target of $300, and an increase in vehicle utilization to 83% [6] - Retail car sales reached a five-year high in the second quarter, suggesting that Hertz's digital sales initiatives are effectively engaging consumers [6] - Hertz has improved its financial position with over $1.45 billion in liquidity and a 3% reduction in direct operating costs [6]

Core Insights - GXO Logistics has renewed its long-term partnership with Dolce&Gabbana Beauty, focusing on managing a new dedicated warehouse in Calvenzano, Italy, for global distribution and value-added services [1][2] - The partnership emphasizes sustainability, with GXO implementing advanced environmental initiatives in the new warehouse [3][4] - GXO operates over 60 sites in Europe dedicated to the fashion and beauty industry, leveraging technology and expertise to enhance supply chain efficiency [5][6] Group 1: Partnership Details - The renewed agreement includes management of retail and wholesale orders, returns, and value-added services from a 25,000 square meter warehouse [1][2] - GXO's team will provide comprehensive warehouse management services, ensuring high-quality logistics tailored for beauty products [2][4] Group 2: Sustainability Initiatives - GXO's customized solution for the new warehouse features 100% LED lighting, energy-efficient building standards, solar panels, and a green area [3] - The partnership reflects a shared commitment to sustainability and enhancing local supply chains [2][4] Group 3: Industry Positioning - GXO is positioned as the world's largest pure-play contract logistics provider, with over 150,000 employees and more than 1,000 facilities [6] - The company aims to capitalize on the growth of e-commerce and outsourcing, providing advanced logistics solutions to leading brands [6]

Core Insights - The Zacks Paper and Related Products industry is facing subdued demand due to lower consumer spending and a decline in graphic paper demand driven by digitalization. However, the rise in e-commerce and steady demand from consumer-oriented markets like food, beverages, and healthcare are expected to support the industry. Increased environmental awareness is also driving growth as paper is seen as a sustainable packaging alternative [1][5]. Industry Overview - The Zacks Paper and Related Products industry includes companies that manufacture and sell a diverse range of paper products, including graphic paper, packaging paper, and absorbent hygiene products. The industry serves various sectors such as food and beverage, healthcare, and e-commerce, providing sustainable solutions for shipping, storage, and display [3]. Major Trends - The industry is experiencing weak demand and high costs, with the transition to digital media negatively impacting graphic paper demand. Companies are shifting production to focus on packaging and specialty paper. Rising costs for transportation, chemicals, and fuel are prompting industry players to implement pricing actions and cost reduction strategies [4]. - Despite current challenges, the industry's exposure to consumer-focused markets ensures stable earnings growth. The rise of e-commerce is increasing the importance of packaging, presenting significant growth opportunities for the industry [5]. M&A Activities - The demand for sustainable packaging is driving M&A activities within the industry. The merger of Smurfit Kappa and WestRock to form Smurfit Westrock is expected to enhance geographic reach and sustainability capabilities. International Paper's acquisition of DS Smith aims to strengthen its corrugated packaging business in Europe [6]. Industry Performance - The Zacks Paper and Related Products industry has outperformed the Basic Materials sector but lagged behind the S&P 500 over the past year, with an 11.2% gain compared to the sector's 3.6% and the S&P 500's 18.3% [10]. Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 8.67X, significantly lower than the S&P 500's 18.47X and the Basic Materials sector's 14.24X. Over the past five years, the industry has traded between 4.42X and 12.45X, with a median of 7.85X [13][16]. Company Highlights - **Smurfit Westrock**: The company is focused on asset optimization and has undergone significant transformation since 2023, aiming for a $400 million synergy target by the end of 2025. It has invested $1 billion in 2025 to enhance efficiency and sustainability [17][18]. - **Suzano**: The company has made strategic acquisitions to strengthen its position in the tissue market and is building a new tissue paper mill with an investment of R$650 million ($115 million). In Q2 2025, Suzano reported a 28% year-over-year increase in sales, driven by strong operational contributions from new production facilities [21][22].

Core Insights - Management commentary will be crucial for Costco's success in the upcoming year, beyond just headline figures like revenue and earnings per share [1][3] - Costco is set to announce its fiscal fourth quarter results, which are highly anticipated due to the company's significant market presence [2] Financial Performance - For the fiscal fourth quarter ending August 31, 2025, same-store sales excluding foreign currency movements and gasoline price changes rose by 6.4% globally, with e-commerce sales increasing by 13.5% [6] - E-commerce has become a key growth driver for Costco, with rising app downloads and high-value items contributing to increased traffic [7] Strategic Initiatives - Costco's management is expected to discuss efforts to expand digital sales logistics to meet growing demand [8] - The company is actively addressing inflationary pressures, which may be driving foot traffic due to its value proposition of low prices on essential goods [9][10] Membership Changes - Recent changes include an increase in annual fees for Gold Star and Business members by $5 to $65, and for Executive cardholders by $10 to $130 [12] - The implementation of special shopping hours for Executive cardholders has caused some discontent among Gold Star and Business members, but is seen as essential for maintaining Executive member loyalty [14][15] Membership Dynamics - Of Costco's 79.6 million global paying members, 37.6 million are Executive cardholders, who account for 73.1% of net sales [16] - Membership fees are a significant source of profit for Costco, providing a buffer against thin margins on groceries and essential items [17] Future Outlook - Management is likely to defend the new shopping-hours policy for Executive members and may provide guidance on expected upgrades from Gold Star/Business to Executive status [18] - Membership renewal rates for Executive cardholders will be critical in the coming year amid inflation concerns and backlash over the new policy [19]

Group 1 - Walmart Inc. is recognized as one of the 13 Best Consistent Dividend Stocks to Buy Now, highlighting its strong dividend performance [1] - The company is the largest retailer globally and continues to expand through e-commerce and improved product selection [2] - Walmart's long-standing strategy focuses on maintaining low costs and passing savings to customers, which has been effective for over 60 years [3] Group 2 - Earlier this year, Walmart's board raised the quarterly dividend by 13%, achieving 52 consecutive years of dividend increases, which qualifies it as a Dividend King [4] - The current quarterly dividend is $0.235 per share, with a dividend yield of 0.91% as of September 12 [4]