Core Insights - Delta Air Lines reported stronger-than-expected third-quarter results, with adjusted earnings per share of $1.71, exceeding analyst expectations of $1.53 by 18 cents, and revenue of $15.2 billion, surpassing the consensus forecast of $15.04 billion, reflecting a year-over-year increase of 4.1% [1] - The company raised its full-year adjusted earnings guidance to approximately $6.00 per share, above analysts' expectations of $5.77, and projected operating margins for the December quarter between 10.5% and 12% [2] - Delta reaffirmed its full-year free cash flow target of $3.5 billion to $4 billion and noted a reduction in debt by nearly $2 billion year-to-date, resulting in a gross leverage ratio of 2.4x by the end of the quarter [3]

Key Takeaways UAL is set to release Q3 2025 results on Oct 15, with earnings projected at $2.64 per share.Revenues are expected to rise 2.9% year over year to $15.27 billion, driven by stronger passenger demand.UAL has an Earnings ESP of 0.47% and a Zacks Rank #3, signaling potential for another earnings beat.United Airlines Holdings, Inc. (UAL) is scheduled to report third-quarter 2025 results on Oct. 15, after market close.The Zacks Consensus Estimate for third-quarter 2025 earnings has remained stable ov ...

Key Takeaways Wells Fargo will report Q3 2025 results on Oct. 14, with revenues expected to rise 4% year over year. NII is estimated at $12.03 billion, up 2.9% y/y, aided by steady lending and stable funding costs. Non-interest income is likely to grow 4.5% y/y, driven by higher fees and stronger investment banking gains. Wells Fargo & Company (WFC) is slated to report third-quarter 2025 results on Oct. 14, 2025, before market open.WFC’s first-half performance benefited from an improvement in non-interest i ...

Key Takeaways DAL is set to report Q3 2025 earnings of $1.60 per share on Oct 09, up 6.7% year over year. Total revenues are expected to $15.9B, driven by steady demand and strong cost management. Inflation, tariffs, and global uncertainty may pressure international and business travel demand.Delta Air Lines, Inc. (DAL) is scheduled to report third-quarter 2025 results on Oct. 9, before the market opens.The Zacks Consensus Estimate for earnings is pegged at $1.60 per share, indicating a 6.7% year-over-year ...

Core Insights - Conagra Brands Inc. shares increased by approximately 2% following the release of first-quarter fiscal 2026 results that surpassed earnings expectations despite inflationary pressures and cautious consumer spending [1] Financial Performance - The company reported adjusted earnings of $0.39 per share for the quarter ending August 24, exceeding the analyst consensus of $0.33 [2] - Revenue for the quarter was $2.63 billion, slightly above estimates of $2.62 billion, but down 5.8% compared to the previous year; organic net sales decreased by 0.6% [2] Future Outlook - Conagra reaffirmed its fiscal 2026 outlook, projecting organic net sales growth between -1% and +1%, adjusted operating margin of 11.0% to 11.5%, and adjusted EPS between $1.70 and $1.85, aligning with the analyst consensus of $1.78 [3]

Nike shares got a boost after beating earnings expectations, with strong growth in North America and running products up 20 percent. But challenges remain. Telsey Group Senior Research Analyst Cristina Fernandez joined Bloomberg Open Interest to talk about some of those hurdles including weak China sales, tariffs and cooling demand for classic sneakers. ...

Core Insights - United Natural Foods, Inc. (UNFI) is expected to report a decline in both revenue and earnings for the fourth quarter of fiscal 2025, with revenues estimated at $7.63 billion, reflecting a 6.5% decrease year-over-year [1] - The consensus estimate for fiscal 2025 revenues stands at $31.71 billion, indicating a 2.4% increase from the previous year [1] Revenue and Earnings Estimates - The bottom line consensus remains unchanged at a loss of 22 cents per share, compared to earnings of 1 cent in the same quarter last year [2] - For fiscal 2025, earnings are projected at 59 cents per share, up from 14 cents in the prior year [2] Impact of Cybersecurity Incident - A cybersecurity incident in June has significantly impacted UNFI, leading to IT system shutdowns and distribution disruptions, with expected net sales reductions of $350 million to $400 million and adjusted EBITDA declines of $40 million to $50 million [3] - The total estimated net loss from this incident is projected to be between $50 million and $60 million, including tax impacts [3] Financial Impacts from Strategic Changes - UNFI is also facing financial repercussions from terminating its relationship with Key Food and closing the Allentown distribution center, incurring a $53 million fee recognized in the fiscal fourth quarter [4] - These factors are anticipated to negatively affect both top and bottom lines in the upcoming earnings report [4] Operational Resilience and Growth - Despite short-term challenges, UNFI shows growth and operational resilience, driven by strong demand in the wholesale segment and consumer interest in natural and organic products [5] - Strategic initiatives such as expanding the customer base, optimizing the distribution network, and investing in automation have improved efficiency and market reach [5] - Lean management practices have enhanced execution, aligning supply with customer needs and driving cost savings [5] Earnings Prediction Model - Current models do not predict an earnings beat for UNFI, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [6]

Core Viewpoint - Vince Holding Corp. experienced a significant increase in stock price following the release of better-than-expected second-quarter results, indicating strong market confidence in the company's performance [1]. Financial Performance - Vince reported quarterly earnings of 38 cents per share, surpassing analyst expectations of a loss of 10 cents [2]. - Quarterly revenue reached $73.24 million, exceeding the Street estimate of $72.88 million [2]. - Gross profit was $36.9 million, representing 50.4% of net sales, an increase from 47.4% the previous year, attributed to lower product costs, higher pricing, and reduced discounting [3]. Business Insights - CEO Brendan Hoffman highlighted that the second-quarter performance was a result of "disciplined execution and strong customer reception" during an extended full-price selling season [3]. - A significant one-time payroll tax credit (ERC benefit) of $7.2 million contributed to the earnings beat, although there was a slight decline in revenue [4]. - The underlying business showed strength with expanded gross margins due to better pricing and lower costs, alongside a recovery in the direct-to-consumer (DTC) segment [5]. Market Reaction - Vince's stock surged by 106.6% to $3.43 on heavy trading volume, with over 60 million shares traded compared to an average of less than 54,000 shares over the past 100 days [6].

Core Insights - Hormel Foods Corporation (HRL) is expected to report top-line growth for Q3 fiscal 2025, with revenues estimated at $2.98 billion, reflecting a 2.7% increase year-over-year [1] - The earnings consensus remains unchanged at 41 cents per share, indicating a 10.8% rise from the previous year [2] Company Performance - The Foodservice segment is driving demand, supported by strong customer relationships and an innovative product portfolio, with management anticipating mid-single-digit growth in net sales for this segment [3][11] - Management is optimistic about growth in the Retail segment, particularly with flagship and emerging brands, and expects low single-digit net sales growth [4][5] - The International segment is also projected to maintain strong top-line performance [5] Challenges - Increased spending on talent, technology, and brand support poses challenges, alongside tough year-over-year comparisons due to strong prior-year performance [6][11] - Ongoing pressure in the turkey supply chain due to bird illness is being closely monitored [6] Earnings Outlook - The company has a positive Earnings ESP of +0.61% and a Zacks Rank of 3, suggesting a potential earnings beat [7]

Key Takeaways PAA benefits from contracts tied to key assets in the Permian, Bakken and Eagle Ford regions.Fee-based agreements generate steady cash flow, shielding PAA from oil price volatility.Stable revenues from creditworthy clients are expected to have boosted PAA's second-quarter earnings.Plains All American Pipeline, L.P. (PAA) is expected to report a decline in the top and bottom lines when it reports second-quarter 2025 results on Aug. 8, 2025, before market open.PAA’s Q2 ExpectationThe Zacks Conse ...