Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of- house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. L ...

Neogen (NasdaqGS:NEOG) Q2 2026 Earnings Call January 08, 2026 08:00 AM ET Company ParticipantsBill Waelke - Head of Investor RelationsBob Labick - PresidentMike Nassif - CEO and PresidentThomas VonDerVellen - Equity Research AssociateBryan Riggsbee - CFOConference Call ParticipantsDavid Westenberg - Senior Research AnalystBrandon Vazquez - Research AnalystThomas DeBourcy - Principal and Senior Equity Research AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Neogen Corporation Q2 FY 2026 ...

Key Takeaways AVO's mango business is emerging as a growth engine as rising demand and retailers favor a consistent supply.AVO expands global sourcing to strengthen logistics, ripening and category management, easing seasonal gaps.AVO faces hurdles from varied mango types, weather swings and crop risks, pressuring year-round consistency.Mission Produce, Inc.’s (AVO) mango business is gaining traction, emerging as a promising growth engine alongside its core avocado operations. As global demand for mangoes r ...

Mitie Group PLC. (OTCMKTS:MITFY – Get Free Report) gapped down prior to trading on Friday . The stock had previously closed at $9.5732, but opened at $9.02. Mitie Group shares last traded at $9.02, with a volume of 318 shares traded. Get Mitie Group alerts: Wall Street Analysts Forecast GrowthSeparately, The Goldman Sachs Group raised Mitie Group to a “strong-buy” rating in a research note on Tuesday, November 11th. Two investment analysts have rated the stock with a Strong Buy rating, Based on data from M ...

Core Insights - The Coca-Cola Company is entering a more favorable margin environment as supply-chain pressures ease, allowing for a shift from cost inflation to a more sustainable profit model [1][8] - The company is focusing on operational efficiency and cost discipline, leveraging productivity initiatives supported by digitalization and data-driven decision-making [2] - Coca-Cola is reinvesting savings into marketing and innovation to sustain volume growth and long-term competitiveness, indicating a structurally improved operating model [3] Margin Improvement - A key driver of margin improvement is Coca-Cola's renewed focus on operational efficiency and cost discipline, with productivity initiatives across manufacturing, procurement, and marketing [2] - As transportation and packaging costs stabilize, efficiency gains are positively impacting the bottom line [2] - The company is fine-tuning its revenue growth management through targeted pricing and smarter package architecture to protect margins [2] Brand Investment - Margin recovery is not at the expense of brand investment, as Coca-Cola is reinvesting savings into marketing and innovation [3] - The company is well-positioned to expand margins while balancing affordability and premiumization due to moderating inflation and easing supply-chain costs [3] Competitive Landscape - In the beverage market, PepsiCo and Keurig Dr Pepper are also leveraging easing cost pressures and operational efficiencies to drive sustainable margin expansion [4] - PepsiCo is shifting from heavy reliance on pricing to a balanced mix of productivity and revenue growth management [5] - Keurig Dr Pepper is benefiting from a normalized supply-chain environment, focusing on disciplined cost control and efficient manufacturing [6] Financial Performance - Coca-Cola's shares have risen 5.9% over the past three months, compared to the industry's growth of 7.8% [7] - The company is trading at a forward price-to-earnings ratio of 21.73X, higher than the industry's 18.22X [9] - The Zacks Consensus Estimate for Coca-Cola's earnings implies year-over-year growth of 3.5% for 2025 and 8% for 2026, with estimates unchanged in the past 30 days [10]

Key Takeaways AVO is making innovation a core strategy, moving beyond a traditional avocado distributor model.AVO invests in farming, ripening and data tools to manage pricing, promotions and shelf space.AVO's innovation boosts execution but doesn't shield it from weather, pricing cycles or costs.Mission Produce, Inc. (AVO) is growing emphasis on innovation has become a central pillar of its long-term strategy, positioning the company as more than just a traditional avocado distributor. As global fresh-prod ...

Financial Data and Key Metrics Changes - Winnebago Industries reported a net revenue growth of over 12% in Q1 2026, driven by higher unit volume and selective price increases [17] - Adjusted earnings per diluted share were $0.38, compared to an adjusted net loss per share of $0.03 in the same quarter last year [18] - Operating expenses declined by 3.2% year-over-year, primarily due to cost reduction initiatives [17] Business Segment Data and Key Metrics Changes - Towable RV segment net revenues grew by 15.5%, driven by higher volume from popular products like Grand Design Imagine and Winnebago Thrive [18] - Motorhome segment net revenues increased by 13.5% year-over-year, primarily due to favorable product mix and selective price increases [19] - Marine segment net revenues grew by 2.2%, attributed to selective price increases despite lower unit volume [19] Market Data and Key Metrics Changes - Industry RV retail registrations declined by 7.6% year-over-year in October, following a 2.2% increase in the prior month [11] - North American RV unit shipments totaled over 30,000 units in October, down about 1% from the prior year, but up about 4% year-to-date [12] - The company revised its industry forecast upward to a range of 335,000-345,000 units for calendar year 2025 [12] Company Strategy and Development Direction - The company is focusing on affordability by introducing lower-priced products while also enhancing higher-end offerings [8][70] - Winnebago is prioritizing profitability and product value, with a dual-branded strategy to capture market share [9] - The company aims to strengthen its balance sheet and reduce net leverage ratio, targeting approximately two times by the end of fiscal 2026 [21] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the retail environment, noting that foot traffic and consumer appetite at upcoming retail shows will be key indicators [30] - The company is monitoring macroeconomic indicators such as interest rates and consumer sentiment to gauge future market conditions [32] - Management emphasized that financial guidance reflects the strength of their performance rather than reliance on industry-level unit growth [23] Other Important Information - Winnebago received multiple industry awards for its 2026 model year, reflecting its commitment to innovation and quality [15] - The company has been recognized as one of America's most responsible companies for four consecutive years, highlighting its commitment to sustainability [16] Q&A Session Summary Question: What signals are you looking for to ascertain whether your end markets might grow? - Management indicated that foot traffic and consumer reception to new products at retail shows in early 2026 will be key indicators [30] Question: What were the big drivers of incremental margins in the towable business? - Management noted that higher warranty expenses and product mix were primary drivers affecting margins [38] Question: What market share trends are you baking into your guidance? - Management expects to drive market share growth in fiscal 2026, particularly in the Super C and Grand Design segments [39] Question: Have you seen any pushback at retail regarding price increases? - Management stated that price increases have been selective and disciplined, focusing on new products and feature enhancements [46] Question: How do you view the tariff environment affecting margins? - Management is actively working on sourcing and cost management to mitigate tariff impacts, but no specific linkage to cost relief was established [94]

Financial Data and Key Metrics Changes - Winnebago Industries reported a net revenue growth of over 12% in Q1 2026, primarily driven by higher unit volume and selective price increases [17] - Adjusted earnings per diluted share were $0.38, compared to an adjusted net loss per share of $0.03 in the same quarter last year [18] - Operating expenses declined by 3.2% year-over-year, reflecting cost reduction initiatives [17] Business Line Data and Key Metrics Changes - Towable RV segment net revenues grew by 15.5%, driven by higher volume from popular products like Grand Design Imagine and Winnebago's Thrive [18] - Motorhome RV segment net revenues increased by 13.5% year-over-year, primarily due to favorable product mix and selective price increases [19] - Marine segment net revenues grew by 2.2%, attributed to selective price increases despite lower unit volume [19] Market Data and Key Metrics Changes - Industry RV retail registrations declined by 7.6% year-over-year in October, following a 2.2% increase in the prior month [10] - North American RV unit shipments totaled over 30,000 units in October, down about 1% from the previous year, but up about 4% year-to-date [10] - The updated industry forecast for 2025 is revised upward to a range of 335,000-345,000 units, with expectations for 2026 set at 315,000-345,000 units [11] Company Strategy and Development Direction - The company is focusing on affordability by introducing lower-priced products while also enhancing higher-end offerings [6][69] - Winnebago is prioritizing profitability and product value, with a dual-branded strategy to capture a broader market share [6][7] - The transformation at Winnebago Towables aims to establish a second strong brand and improve dealer access, which is expected to lead to meaningful share growth over time [7] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the retail environment, noting that foot traffic and consumer appetite at upcoming retail shows will be key indicators [30] - The company is not solely reliant on industry growth for its financial outlook, emphasizing strategic levers within its business [5] - Management expects the RV retail market to stabilize in the latter half of the fiscal year [11] Other Important Information - Winnebago's balance sheet has strengthened, with cash and cash equivalents at $181.7 million and a reduced net leverage ratio of 2.7 times [20] - The company received multiple industry awards for its 2026 model year products, reflecting its commitment to innovation and quality [14] Q&A Session Summary Question: What signals are you looking for to ascertain whether your end markets might grow? - Management indicated that foot traffic and consumer reception at retail shows in early 2026 will be critical indicators of market growth [30] Question: What were the big drivers of incremental margins in the towable business? - Management noted that higher warranty expenses and product mix were primary drivers affecting margins [36] Question: What market share trends are you baking into your guidance? - Management expects to drive market share growth in fiscal 2026, particularly in the Super C and Grand Design segments [38] Question: Have you seen any pushback at retail regarding selective price increases? - Management clarified that price increases are selective and focused on new products, with no significant pushback observed [44] Question: What is the assumption on the rate backdrop for your forecast? - Management anticipates two to three 25-point cuts in interest rates over the next year, which could positively impact the retail environment [77] Question: Can you quantify the impact of margin recapture initiatives? - Management stated that the margin improvement from Winnebago Motorhome was not significant yet, but future contributions are expected [82]

Weight loss drug Mounjaro’s manufacturer, Eli Lilly and Co. (NYSE:LLY) has crossed a significant threshold in Benzinga Edge's Stock Rankings, moving into the top decile for quality this week. This improvement in fundamental strength coincides with a bullish note from Bank of America, which argues the market is still underestimating the pharmaceutical giant’s dominance in the obesity sector.Check out LLY’s price here.Entering The Top DecileIn the latest weekly data update, Eli Lilly's quality score advanced ...

Key Takeaways C announced a multi-year partnership to deploy data, analytics and workflow solutions at scale.C gains LSEG's AI-ready, multi-asset data and workflows for markets, banking, risk and compliance.The deal supports C's efforts to strengthen controls, data governance and regulatory compliance at scale.Citigroup, Inc. (C) has announced a multi-year strategic partnership with London Stock Exchange Group (“LSEG”) to deploy data, analytics and workflow solutions at an enterprise scale. The partnership ...