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Pilgrim's Pride & 3 Top Consumer Staples Stocks to Buy on Tariff Fears
ZACKS· 2025-04-11 16:15
Group 1: Pilgrim's Pride Corporation (PPC) - Pilgrim's Pride is capitalizing on growing consumer demand for chicken across retail and foodservice sectors, with notable volume increases in the quick-service restaurant channel [2][3] - The company is focusing on operational agility and efficient delivery of high-quality poultry products, strengthening its presence in higher-margin channels [3] - Strategic investments in product development, packaging innovation, and automation are designed to enhance efficiency and drive scalability, particularly in Europe with brands like Fridge Raiders and Rollover [4] - PPC plans to allocate $450-$500 million in capital expenditure for 2025, focusing on expanding Prepared Foods production and optimizing operational efficiency [5] - Shares of PPC have gained 13.2% in the past three months, reflecting strong fundamentals and smart investments [5] Group 2: Other Consumer Staples Companies - Beyond Meat, Inc. (BYND) is focused on revenue stabilization and margin improvement, with a Zacks Consensus Estimate suggesting growth of 0.7% in sales and 31.6% in earnings for fiscal 2025 [10][11] - Post Holdings, Inc. (POST) is strengthening its market position through a focused strategy, with a Zacks Consensus Estimate indicating growth of 0.3% in sales and 2.2% in earnings for fiscal 2025 [12][13] - United Natural Foods, Inc. (UNFI) is enhancing its market position through a multi-faceted strategy, with a Zacks Consensus Estimate suggesting growth of 1.9% in sales and 485.7% in earnings for fiscal 2025 [14][15]
Mondelēz International to Report Q1 2025 Financial Results on April 29, 2025
Globenewswire· 2025-04-08 20:05
CHICAGO, April 08, 2025 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) will release its first quarter 2025 financial results on Tuesday, April 29, 2025 at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day. Investors and analysts may participate via phone by calling 800-579-2543 from the United States and 785-424-1789 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be pr ...
《洞见ESG》3月刊:2025年绿色发展风向标
21世纪经济报道· 2025-03-26 03:01
Regulatory Insights - The State Council approved the draft amendment to the "Interim Regulations on Express Delivery," promoting green transformation in express packaging [2] - A timeline for mandatory green electricity consumption was established, with key industries like steel facing hard indicators for green electricity consumption [2] - A joint document was issued by multiple ministries to promote voluntary disclosure of corporate greenhouse gas emissions [2] - The National Energy Administration announced plans to align green certificate standards with international norms to support green trade for enterprises [2] Cover Article - The Minister of Ecology and Environment highlighted the significant changes in national ecological environment over the past decade, illustrated by two air filter membranes [3] - The balance between ecological protection and economic growth was a focal point during the National People's Congress, with discussions on the "Two Mountains" theory [3] - A call for policies to guide waste utilization into a virtuous cycle was made by a member of the National Committee of the Chinese People's Political Consultative Conference [3] - A proposal for establishing special funds and technical rewards for carbon capture technology was discussed to promote breakthroughs and industrial application [3] Government Work Report - The 2025 government work report emphasized the need for coordinated efforts in carbon reduction, pollution control, and green growth to accelerate comprehensive green transformation of economic and social development [4] - A representative from Longi Green Energy stressed that private enterprises should adopt a more sustainable investment perspective and increase technological investment in the photovoltaic sector [4] Industry Insights - The EU's "Omnibus Package" aims to simplify sustainable disclosure requirements, prompting Chinese companies to enhance their ESG strategies [4] - The first batch of voluntary carbon emissions reductions (CCER) was registered, with a market value exceeding 800 million yuan [4] ESG Pioneers - Yili Group is recognized for its transition from a "zero-carbon factory" to a global model, leading the industry in sustainable development [5] - The Senior Vice President of PepsiCo's Asia-Pacific supply chain discussed how green accelerators can drive business and ecological win-win scenarios amid climate change challenges [6] - The Vice President of GoodWe highlighted the trend of multi-energy complementarity in the future development of renewable energy [6] - The CEO of Diginex discussed the shift of ESG from compliance requirements to a core business strategy in global capital markets [6]
2 AgriTech and Food Innovation Stocks to Buy for a Stable Portfolio
ZACKS· 2025-03-14 11:15
Industry Overview - Agricultural technology (AgriTech) and food innovation companies are focused on enhancing farming efficiency, sustainability, and food production, presenting a compelling investment opportunity driven by the need for sustainable food production and improved food security [1] - Innovations in AgriTech include precision farming, smart irrigation, drone technology, and agricultural biotechnology, which aim to boost crop yields, minimize resource usage, and lower food production costs and environmental impact [2] - Food innovation efforts, such as plant-based proteins and lab-grown meat, are designed to meet the growing demand for sustainable and ethical food alternatives [2] Investment Opportunities - Investing in AgriTech and food innovation stocks is recommended to stabilize portfolios in 2025, with Beyond Meat Inc. (BYND) and Tyson Foods Inc. (TSN) identified as favorable options with a Zacks Rank of 2 (Buy) [3][6] - Both companies have shown strong revenue and earnings growth potential for 2025, with positive earnings estimate revisions in the last 30 days [6] Company Profiles Beyond Meat Inc. - Beyond Meat specializes in plant-based meat products, offering a range of items that replicate beef, pork, and poultry meats, sold through various retail and foodservice channels [8][9] - The company has an expected revenue growth rate of 0.7% and an earnings growth rate of 31.6% for the current year, with a 4.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [10] Tyson Foods Inc. - Tyson Foods has a diversified multi-protein portfolio, allowing it to navigate industry cycles and capitalize on rising consumer demand for high-protein diets, supported by strong brand loyalty [11] - The Chicken segment of TSN is experiencing robust growth, aided by operational efficiencies and rising foodservice volumes, while the company leverages digital advancements and AI-driven solutions for supply-chain efficiency [12] - TSN has an expected revenue growth rate of 0.9% and an earnings growth rate of 23.6% for the current year, with a 0.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days, and a current dividend yield of 3.26% [14]
2 Under-the-Radar Consumer Staples Stocks With Market-Beating Potential
The Motley Fool· 2025-03-13 11:45
Group 1: PepsiCo - PepsiCo is currently facing slower growth in both revenue and earnings compared to the post-pandemic period, as it can no longer implement significant price increases [2][3] - For 2024, PepsiCo anticipates organic revenue growth of 2% and adjusted earnings growth of 9%, with similar expectations for 2025 [3] - Despite the slowdown, these growth figures are considered respectable within the consumer staples sector, which is known for steady growth [4] - PepsiCo offers a historically high dividend yield of 3.5%, supported by over 50 years of annual dividend increases, making it attractive for dividend investors [5][4] - The company is a major player in the beverage and snack industries, with a diversified portfolio and strong global distribution and marketing capabilities [6] - The recent share price pullback of approximately 20% presents a buying opportunity, especially if market conditions shift towards safer investments [6] Group 2: Hershey - Hershey is currently facing challenges due to rising cocoa prices and potential impacts from new weight loss drugs, leading to a stock decline of around 33% from recent highs [7] - The high cocoa prices are expected to stabilize over time as production adjusts, while Hershey plans to raise prices and manage costs in the interim [8] - Concerns regarding weight loss drugs may be overstated, as historical trends suggest consumers may not abandon chocolate, which remains a cost-effective indulgence [9] - Hershey's dividend yield has increased to about 3% due to the stock price drop, making it an attractive option for dividend investors [9] - The Hershey Trust, which holds 79% of the voting power, ensures that the company prioritizes reliable and growing dividends, allowing management to make long-term decisions without pressure [10] - The current high yield presents a potential opportunity for investors to establish a position in Hershey, especially if market conditions become turbulent [11] Group 3: Market Context - Both PepsiCo and Hershey have outperformed the S&P 500 index during a recent period of market uncertainty, indicating potential resilience [12] - The stocks of both companies remain below recent highs, and their historically high yields make them attractive for long-term dividend investors [13] - Investors are encouraged to act quickly, as the current opportunity may not last [13]
Beyond a Market Correction, Moves to Make Now
MarketBeat· 2025-03-12 11:05
The NASDAQ index has officially moved into correction territory. That means a drop of more than 10% from its most recent high in December 2024. The NASDAQ is the home of many of the best-performing technology stocks of the last two years. It’s also a home for many meme stocks that poke their heads up when markets get frothy. Even if you’re an experienced investor, moves like this can shake your conviction. However, before you consider your next move, here are some important things to consider. Get Tesla ale ...