Core Insights - Campbell's Co exceeded Wall Street expectations for first-quarter sales, driven by strong demand for canned soups and ready-to-eat meals as consumers increasingly choose to eat at home amid economic uncertainty [1] Sales Performance - The company reported a significant increase in sales, attributed to resilient consumer demand for its products [1] Consumer Behavior - There is a notable shift in consumer behavior, with more individuals opting for home-cooked meals, which has positively impacted sales of Campbell's Co's offerings [1]

Core Viewpoint - The company, Analog Devices, has forecasted first-quarter profit and revenue that exceed estimates, following a strong performance in the fourth quarter, driven by robust demand despite tariff uncertainties [1] Group 1: Financial Performance - Analog Devices reported fourth-quarter results that surpassed expectations, indicating strong operational performance [1] - The company is benefiting from strong demand in the semiconductor market, which is contributing to its positive outlook for the upcoming quarter [1] Group 2: Market Conditions - The forecasted growth comes amid ongoing tariff uncertainties, suggesting that the company is navigating potential market challenges effectively [1]

Core Viewpoint - Ralph Lauren has raised its annual revenue forecast, indicating confidence in the demand for its premium products despite economic uncertainties [1] Company Summary - The company is betting on strong demand for its high-priced Polo shirts and cotton cable knit sweaters [1]

Group 1 - Celsius Holdings Inc. shares increased over 3% pre-market after Morgan Stanley upgraded the stock to Overweight and raised its price target to $70.00 from $61.00, indicating a positive outlook for the company [1] - The company is expected to experience a reacceleration in scanner and topline growth, with analysts noting a return to growth after a slowdown last year, and easier comparisons anticipated from December through mid-2026 [1][2] - Celsius' Alani brand, which accounts for approximately 40% of sales, showed moderated growth but is expected to accelerate following its transition to Pepsi's distribution system [2] Group 2 - The new captaincy agreement with Pepsi is expected to provide Celsius with greater control over shelf space and product prioritization, which could enhance sales performance [2] - Morgan Stanley forecasts a favorable pricing environment and resilient demand for Celsius, with revenue and adjusted EBITDA projections for FY26 and FY27 expected to exceed consensus estimates [3]