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TreeHouse Foods to Report Q1 Earnings: What Should Investors Expect?
ZACKS· 2025-04-30 17:55
Core Viewpoint - TreeHouse Foods, Inc. (THS) is expected to report declines in both revenue and adjusted loss for the first quarter of 2025, with revenue estimated at $789.6 million, reflecting a 3.8% decrease year-over-year [1] Group 1: Performance Expectations - The Zacks Consensus Estimate for quarterly adjusted loss has been narrowed to 21 cents per share, indicating a significant decline from the previous year's figure [1] - The company has a trailing four-quarter earnings surprise average of 17.8%, but in the last reported quarter, it lagged the Zacks Consensus Estimate by 2.1% [1] Group 2: Factors Influencing Performance - Ongoing operational disruptions and macroeconomic headwinds are likely to negatively impact THS's first-quarter performance, particularly due to a frozen griddle product recall at the Brantford facility [2] - Weak private label consumption trends amid broader consumer spending pressures are expected to further affect performance [3] - Strategic margin management actions, including exiting low-margin contracts, are anticipated to have intentionally reduced volume, compounding negative impacts on revenue [3] Group 3: Profitability Challenges - Lower volumes are hurting operating leverage, making it difficult for the company to absorb fixed costs, which compresses gross margin [4] - One-time recall-related costs, including plant sanitation and restart costs, are also exerting pressure on profitability [4] Group 4: Guidance and Initiatives - For the first quarter, TreeHouse Foods expects adjusted net sales of at least $792 million and adjusted EBITDA of at least $52 million, indicating potential gains from cost-saving initiatives [5] - The company is focused on implementing the TreeHouse Management Operating System and other supply-chain initiatives to improve execution and enhance margin performance [6] Group 5: Earnings Prediction - The Zacks model predicts an earnings beat for TreeHouse Foods, supported by a positive Earnings ESP of +63.42% and a Zacks Rank of 3 (Hold) [7]
Mondelez Q1 Earnings Beat Estimates, Net Revenues Rise 0.2% Y/Y
ZACKS· 2025-04-30 17:25
Core Insights - Mondelez International, Inc. (MDLZ) reported first-quarter 2025 results with net revenues increasing year over year but missing the Zacks Consensus Estimate, while adjusted earnings per share (EPS) declined year over year but exceeded consensus expectations [1][2] Financial Performance - Adjusted EPS was 74 cents, down 18.3% on a constant-currency basis, beating the Zacks Consensus Estimate of 65 cents [2] - Net revenues rose 0.2% year over year to $9,313 million, missing the Zacks Consensus Estimate of $9,332 million, with growth attributed to the Evirth acquisition but offset by negative currency impacts [2] - Organic net revenues grew 3.1% year over year, driven by a 6.6 percentage point increase in pricing, partially offset by a 3.5 percentage point unfavorable volume/mix impact [3] Market Segment Performance - Revenues from emerging markets decreased 0.3% to $3,723 million but increased 3.9% on an organic basis, supported by a 7.6 percentage point increase in pricing [4] - Revenues from developed markets increased 0.6% to $5,590 million, with an organic rise of 2.6%, primarily due to strong pricing execution [5] - Region-wise, revenues in Latin America and North America declined 8.8% and 4.1%, respectively, while Asia, the Middle East & Africa, and Europe grew 3.4% and 5.4% [6] Profitability Metrics - Adjusted gross profit fell by $437 million on a constant-currency basis, with the adjusted gross profit margin contracting 580 basis points to 33.4% due to increased raw material and transportation costs [7] - Adjusted operating income declined by $308 million on a constant-currency basis, with the adjusted operating income margin contracting 370 basis points to 14.8% [8] Financial Health - The company ended the quarter with cash and cash equivalents of $1,561 million, long-term debt of $15,796 million, and total equity of $25,823 million [9] - Net cash from operating activities was $1,092 million for the three months ended March 31, 2025, with adjusted free cash flow of $815 million [9] - Mondelez returned $2.1 billion to shareholders through cash dividends and share repurchases in the first quarter of 2025 [10] Future Outlook - Mondelez projects organic net revenue growth of around 5% in 2025, with adjusted EPS expected to decline nearly 10% on a constant-currency basis due to unprecedented cocoa cost inflation [11] - The company anticipates that currency translation will not impact 2025 net revenue growth and adjusted EPS [11] - Mondelez's shares have risen 12.3% in the past three months, outperforming the industry's 2.5% decline [11]
Curious about Tyson (TSN) Q2 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2025-04-30 14:20
Wall Street analysts forecast that Tyson Foods (TSN) will report quarterly earnings of $0.85 per share in its upcoming release, pointing to a year-over-year increase of 37.1%. It is anticipated that revenues will amount to $13.1 billion, exhibiting an increase of 0.2% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timef ...
Tyson Foods to Report Q2 Earnings: What Should Investors Expect?
ZACKS· 2025-04-30 12:20
Tyson Foods, Inc. (TSN) is likely to register growth in its top and bottom-line figures when it reports second-quarter fiscal 2025 results on May 5. The Zacks Consensus Estimate for net sales is pegged at $13.1 billion, suggesting an increase of 0.2% from the prior-year quarter. The consensus mark for fiscal second-quarter earnings has remained unchanged in the past 30 days at 85 cents per share, indicating growth of 37.1% from the figure reported in the year-ago quarter. TSN has a trailing four-quarter ear ...
Tyson Foods To Participate in 20th Annual BMO Global Farm to Market Conference
Globenewswire· 2025-04-29 20:05
Company Overview - Tyson Foods, Inc. is a leading global food company recognized for its protein products, founded in 1935 by John W. Tyson [2] - The company operates under the mission "We Feed the World Like Family" and offers a diverse portfolio of well-known brands including Tyson®, Jimmy Dean®, and Hillshire Farm® [2] - As of September 28, 2024, Tyson Foods employed approximately 138,000 team members [2] Upcoming Event - Tyson Foods management will participate in the 20th Annual BMO Global Farm to Market Conference on May 14, 2025, in New York City [1] - The fireside chat will feature Donnie King, president & CEO, and Curt Calaway, CFO, starting at approximately 8:00 a.m. Eastern Time [1] - The event will be accessible via a live webcast, with additional information available on the company's investor relations website [1]
Mondelēz International Reports Q1 2025 Results
Globenewswire· 2025-04-29 20:05
Core Insights - Mondelēz International reported a slight increase in net revenues of 0.2% for Q1 2025, with organic net revenue growth of 3.1%, but faced a decline in volume/mix of 3.5% [1][6] - The diluted EPS fell significantly by 70.2% to $0.31, while adjusted EPS decreased by 18.3% on a constant currency basis to $0.74 [1][5] - The company generated $1.1 billion in cash from operating activities and reported free cash flow of $0.8 billion, returning $2.1 billion to shareholders [1][6] Financial Performance - Net revenues for Q1 2025 were $9,313 million, showing a 0.2% increase compared to the previous year, with organic net revenue growth of 3.1% [4][20] - The gross profit decreased to $2,430 million, with a gross profit margin of 26.1%, down 25.0 percentage points year-over-year [5][20] - Operating income was reported at $680 million, reflecting a 75.1% decline, with an operating income margin of 7.3%, down 22.1 percentage points [5][20] Regional Performance - In Latin America, net revenues were $1,203 million, down 8.8%, while organic net revenue growth was 3.9% [4] - Asia, Middle East & Africa reported net revenues of $2,016 million, with a 3.4% increase and organic growth of 1.8% [4] - Europe saw net revenues of $3,550 million, up 5.4%, with organic growth of 8.9% [4] Strategic Outlook - The company reaffirmed its outlook for 2025, expecting organic net revenue growth of approximately 5% and a decline in adjusted EPS of about 10% on a constant currency basis due to cocoa cost inflation [8][51] - Free cash flow for 2025 is projected to exceed $3 billion, with no expected impact from currency translation on net revenue growth or adjusted EPS [8][51] Shareholder Returns - Mondelēz returned $2.1 billion to shareholders through cash dividends and share repurchases in the first quarter of 2025 [1][6] - The company continues to focus on delivering sustainable shareholder value while navigating a volatile operating environment [3][6]
Kraft Heinz's Q1 Earnings Beat Estimates, 2025 View Lowered
ZACKS· 2025-04-29 18:10
Core Insights - The Kraft Heinz Company (KHC) reported first-quarter 2025 results with net sales of $5,999 million, down 6.4% year over year, and adjusted earnings of 62 cents per share, beating the Zacks Consensus Estimate of 60 cents, but reflecting a 10.1% decline year over year [1][3][11] Financial Performance - Adjusted gross profit was $2,061 million, down from $2,210 million in the prior year, with an adjusted gross margin of 34.4%, a contraction of 10 basis points [5] - Adjusted operating income decreased by 5.2% to $1,199 million, impacted by unfavorable volume/mix and higher procurement costs, partially offset by efficiency initiatives [6] - Cash and cash equivalents stood at $2,113 million, with long-term debt of $20,925 million and total shareholders' equity of $49,460 million [9] Segment Performance - North America: Net sales of $4,488 million, down 7% year over year, with organic sales falling 6.5% [7] - International Developed Markets: Net sales of $817 million, down 4.4% year over year, with organic sales declining 1.7% [8] - Emerging Markets: Net sales of $694 million, down 4.7% year over year, but organic sales grew by 3.9% [8] Outlook - For fiscal 2025, Kraft Heinz expects organic net sales to decline by 1.5% to 3.5%, revised from a previous outlook of flat to down 2.5% [11] - Adjusted EPS is now projected to be between $2.51 and $2.67, down from prior guidance of $2.63 to $2.74 [12]
EnWave Receives Second Progress Payment for Equipment Purchase Agreement with Procescir S.A. de C.V. of Mexico for 120kW Radiant Energy Vacuum Machinery; Scheduled Commissioning in Next Three Months
Globenewswire· 2025-04-29 13:00
For more information about Procescir, please visit www.procescir.com. About EnWave VANCOUVER, British Columbia, April 29, 2025 (GLOBE NEWSWIRE) -- EnWave Corporation (TSX- V:ENW | FSE:E4U) ("EnWave", or the "Company") announced today that it has received the second progress payment (the "Payment") pursuant to a previously announced Equipment Purchase Agreement (the "Agreement") signed with Procescir S.A. de C.V. ("Procescir"), for a 120kW Radiant Energy Vacuum ("REV™") machine for the commercial production ...
Makers of HORMEL® SQUARE TABLE® Brand Dive Deeper into Chicken with Two New Bold Flavors
Prnewswire· 2025-04-29 12:00
Today's shoppers are turning to ready-made meals more than ever before, limiting prep time while delivering on satisfaction. These convenient options offer a welcome alternative to takeout or time-consuming home cooking, allowing consumers to enjoy a hot, hearty meal with minimal effort. No longer seen as a last resort, today's heat-and-eat products are crafted with high-quality ingredients, diverse flavor profiles and an emphasis on freshness. As a result, heat-and-eat meals are not just a time-saving solu ...
销售费用涨至1亿,餐饮连锁背后的千味央厨去年净利大降三成
Nan Fang Du Shi Bao· 2025-04-29 03:47
Core Viewpoint - Qianwei Yangchu reported a slight decline in revenue and a significant drop in net profit for 2024, indicating challenges in maintaining profitability amidst rising sales expenses and declining gross margins in key product categories [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 1.868 billion yuan, a year-on-year decrease of 1.71%, and a net profit of 82 million yuan, down 32.57% year-on-year [1]. - For Q1 2025, operating revenue was 470 million yuan, reflecting a 1.5% year-on-year growth, while net profit continued to decline by 37.71% to 20 million yuan [1]. - The overall gross margin for 2024 was 23.38%, a slight decrease of 0.03% year-on-year [2]. Product Segment Performance - The main product categories include staple foods, snacks, baked goods, and frozen prepared dishes. The staple food segment generated 913 million yuan in revenue, down 6.88%, but with a gross margin increase to 26.97% [2]. - The snack segment saw a revenue decline of 13.79% to 438 million yuan, with a gross margin of 19.76%, down 0.39% [2]. - The frozen prepared dishes segment experienced significant growth, with revenue increasing by 273.39% to 141 million yuan and a gross margin of 14.87%, up 1.78% [2]. Sales Channel Analysis - Direct sales channels generated 808 million yuan, a 4.34% increase, but with a gross margin of 20.02%, down 0.99% [2]. - Distribution channels accounted for 1.05 billion yuan in revenue, a decrease of 6.04%, while the gross margin improved to 25.97%, up 0.91% [2][4]. Expense Trends - Sales expenses for 2024 reached 100 million yuan, a 13.33% increase, with a sales expense ratio of 5.40%, up 0.72 percentage points [5]. - In Q1 2025, sales expenses surged by 38.12% to 37 million yuan, resulting in a sales expense ratio of 8.01%, an increase of 2.12 percentage points [5].