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X @The Economist
The Economist· 2025-07-18 19:01
After proving surprisingly resilient post-pandemic, sales of packaged food are now flagging. Inflation, regulations and the rising adoption of weight-loss drugs help to explain why https://t.co/dFyFycYs3N ...
Lay's, Tostitos Comeback Set To Ignite Q4, But Can PepsiCo Fend Off Q3 Earnings Dip?
Benzinga· 2025-07-18 18:12
PepsiCo, Inc. PEP is making bold operational shifts across its global portfolio as it navigates shifting demand patterns and prepares for key product relaunches.These moves come as the company looks to balance short-term pressures with long-term growth, especially in its North American and international markets.Bank of America Securities analyst Peter T. Galbo reiterated the Neutral rating on PepsiCo, raising the price forecast from $145 to $150.Also Read: PepsiCo’s $2 Billion Healthy Snacks Portfolio Thriv ...
Is Chefs' Warehouse (CHEF) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2025-07-18 17:45
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates involves navigating inherent risks and volatility [1] Group 1: Company Overview - Chefs' Warehouse (CHEF) is currently highlighted as a recommended growth stock, benefiting from a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 19.6%, with projected EPS growth of 12.2% this year, significantly surpassing the industry average of 7.4% [4] Group 2: Financial Metrics - Chefs' Warehouse exhibits a year-over-year cash flow growth of 17.7%, which is notably higher than the industry average of 4.3% [5] - The company's annualized cash flow growth rate over the past 3-5 years stands at 16.9%, again exceeding the industry average of 4.3% [6] Group 3: Earnings Estimates - The current-year earnings estimates for Chefs' Warehouse have been revised upward, with the Zacks Consensus Estimate increasing by 1.9% over the past month [7] - The combination of a Zacks Rank 2 and a Growth Score of A positions Chefs' Warehouse favorably for potential outperformance in the market [9]
United Natural Foods, Inc. (UNFI) Business Update Call Transcript
Seeking Alpha· 2025-07-18 17:35
United Natural Foods, Inc. (NYSE:UNFI) Business Update Call July 16, 2025 8:30 AM ET Company Participants Giorgio Tarditi - President & CFO James Alexander Miller Douglas - CEO & Director Steven J. Bloomquist - Vice President Investor Relations Conference Call Participants Alexander Russell Slagle - Jefferies LLC, Research Division Charles Edward Cerankosky - Northcoast Research Partners, LLC John Edward Heinbockel - Guggenheim Securities, LLC, Research Division Leah Dianne Jordan - Goldman Sachs Group, Inc ...
High-fructose corn syrup vs. cane sugar in foods: The cost of switching ingredients
Fox Business· 2025-07-18 16:17
Replacing high-fructose corn syrup with cane sugar could come at a cost, according to industry experts. Bulk high-fructose corn syrup cost about $0.35 per pound for 2025, only rising from $0.27 in 2015, and remaining fairly close to this price in the past few years, according to data from the U.S. Department of Agriculture (USDA). In comparison, the price of refined white sugar is $1.01, which is up substantially from $0.61 in 2015.On Wednesday, President Donald Trump relayed that Coca-Cola agreed to use " ...
X @Bloomberg
Bloomberg· 2025-07-18 15:56
Hidden among Kraft Heinz’s brightly colored assets exists an unusual source of value: an over-funded pension plan https://t.co/Y8mMY0ESP9 ...
X @Bloomberg
Bloomberg· 2025-07-18 15:46
Grubhub's owner Wonder has approached lenders including private credit firms as it seeks to raise between $400 million and $500 million to refinance the food delivery company’s existing debt https://t.co/fFCFEtpUlO ...
Buy These 5 Low-Leverage Stocks Amid Impressive Retail Sales Data
ZACKS· 2025-07-18 15:26
Core Insights - All three major U.S. stock indices rose on July 17, 2025, driven by positive retail sales data and a decline in unemployment claims [1][2][11] - Better-than-expected earnings from major tech companies like Netflix contributed to investor confidence [2] - The current market environment suggests a favorable outlook for investing in U.S. stocks, particularly in low-leverage companies [3] Economic Indicators - U.S. retail sales increased by 0.6% in June 2025, following a 0.9% decline in May, exceeding market expectations [1][11] - Labor data indicated a decline in unemployment claims, further supporting market optimism [1] Investment Recommendations - Recommended stocks include Novartis (NVS), ResMed Inc. (RMD), Wabtec (WAB), Elbit Systems (ESLT), and Ingredion Inc. (INGR), all of which are characterized by low leverage and strong earnings growth [3][11] - Each of these stocks holds a Zacks Rank 2, indicating a favorable investment outlook [11] Stock Analysis - Novartis reported a 12% year-over-year increase in net sales and a 29% improvement in earnings per share for Q2 2025 [15][16] - ResMed anticipates an 8.1% year-over-year increase in fiscal fourth-quarter sales, with a long-term earnings growth rate of 15.3% [17][18] - Wabtec's sales are expected to grow by 5.3% year-over-year, supported by a long-term earnings growth rate of 16% [19][20] - Elbit Systems forecasts a 13.8% increase in 2025 sales, with a four-quarter average earnings surprise of 21.12% [21] - Ingredion expects a 1% improvement in 2025 sales, with a long-term earnings growth rate of 11% [22][23]
Here's Why Momentum in Chefs' Warehouse (CHEF) Should Keep going
ZACKS· 2025-07-18 13:50
When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...