Vital Farms Inc. (NASDAQ:VITL) is one of the oversold stocks to buy now. On December 18, BMO Capital analyst Benjamin Mayhew lowered the firm’s price target on Vital Farms to $50 from $60 and maintained an Outperform rating on the shares. Following the company’s Investor Day, BMO noted that while the company’s downward revision of its 2025 outlook is disappointing, the cut reflects temporary disruptions that have already been addressed. This recovery is supported by a 2026 outlook that remains in line with ...

据数据分析，消费投诉呈现三大特点：商品类投诉占比超五成，食品与家电售后问题突出。主要涉及食 品质量与安全、家用电器维修周期长且收费不透明、日用商品存在瑕疵或不具备使用功能等问题。服务 类投诉增速迅猛，预付消费与生活服务纠纷高发，主要涉及健身、教培、美容美发等行业套路办卡预付 消费；装修公司违约更换建材、偷工减料、拖延工期；物业推卸责任，收费项目公示不主动、不及时； 旅行社强制购物、擅自变更行程、预订住宿酒店旺季随意涨价等问题。质量安全问题成核心诉求，经营 不规范问题值得关注，主要涉及家用汽车售后服务、零部件反复维修、二手车交易隐瞒车况，经营者针 对老年消费群体虚假宣传食品、保健品具有药物疗效，服装鞋帽类材质以次充好、大小不符、宣传与实 物不符等问题。 针对报告中的消费投诉热点，省消协提出了联合行政主管部门开展专项整治，不断完善全国消协智慧 315平台功能，提升消费者风险识别能力和依法维权意识等相关建议。省消协将立足投诉数据反映的民 生关切，持续推动形成企业自律、消费者监督、社会协同的消费维权合力，切实把投诉数据转化为消费 环境治理实效，着力营造安全放心的消费环境，为青海"十五五"时期消费提质扩容、经济高质量发 ...

Core Insights - Helen of Troy Limited (HELE) reported mixed third-quarter fiscal 2026 results, with net sales exceeding estimates while earnings matched expectations, both showing year-over-year declines [1][3][10] Financial Performance - Adjusted earnings per share were $1.71, a 36% decline from $2.67 in the prior year due to lower adjusted operating income and increased interest expenses, partially offset by reduced income tax expenses [3][10] - Net sales reached $512.8 million, surpassing the Zacks Consensus Estimate of $505 million, but decreased by 3.4% from $530.7 million in the previous year, driven by a 10.8% drop in organic business sales [4][10] - International sales fell 8.1% to $119.6 million, influenced by changing market dynamics in China [5] Segment Performance - Home & Outdoor segment net sales declined 6.7% to $229.6 million due to competitive pressures and lower retailer replenishment, although offset by strong demand for travel and lifestyle packs [8] - Beauty & Wellness segment net sales decreased 0.5% to $283.2 million, primarily due to a 13.9% drop in organic business sales, which was partially mitigated by contributions from the Olive & June acquisition [9] Margin and Cost Analysis - Consolidated gross profit margin contracted by 200 basis points to 46.9%, impacted by higher tariffs and inventory obsolescence, though partially offset by lower commodity costs [6] - The SG&A ratio increased by 160 basis points to 35.6%, driven by higher compensation expenses and increased freight costs [7] Outlook - The company revised its fiscal 2026 consolidated net sales revenue outlook to between $1.76 billion and $1.77 billion, reflecting expectations of continued consumer spending softness and macroeconomic uncertainty [12][13] - Projected GAAP loss per share is now expected to be between $35.57 and $36.07, with adjusted EPS ranging from $3.25 to $3.75, down from previous estimates [14] - Management anticipates ongoing pressures from a promotional retail environment and consumer trade-down behavior, alongside margin pressures from tariffs and unfavorable product mix [15]

Core Viewpoint - Associated British Foods has issued a warning regarding lower annual profit due to weak demand at Primark in continental Europe and subdued demand in its food business in the U.S. [1] Group 1: Company Performance - The company anticipates a decline in annual profit, primarily driven by reduced consumer demand at its retail segment, Primark, particularly in continental Europe [1] - The food business is also experiencing subdued demand in the U.S., contributing to the overall profit warning [1] Group 2: Market Conditions - Weak demand in both the retail and food sectors indicates challenging market conditions for Associated British Foods [1] - The performance of Primark in continental Europe is a significant factor affecting the company's profitability outlook [1]

Meanwhile, Cal-Maine’s dividend yield is around 10.9%, dwarfing the 2.9% yield of an average consumer staples company. It funds this payout at a modest 33% of earnings versus 64% for the sector, so the dividend appears well-covered. In short, the stock combines an ultra-low multiple with a very high-income stream.Following the pullback, thankfully, CALM is now trading at very cheap levels relative to its peers. Today, the stock trades around 3× forward earnings, far below the roughly 12× median P/E in the c ...

Key Points Dividend King Coca-Cola has a reasonable price, and it also has a yield well above the market's. General Mills has a big yield and strong dividend history, but its business is currently underperforming. Realty Income has a huge yield and a boring business, which conservative investors should appreciate. 10 stocks we like better than Realty Income › One of the easiest ways to build wealth is through the ownership of reliable dividend stocks. You can compound your wealth via dividend re ...

Core Insights - Post Holdings, Inc.'s Foodservice segment experienced significant growth, with net sales increasing by 20.4% year over year to $718 million in Q4 of fiscal 2025, driven by higher volumes and favorable pricing due to avian influenza impacts [2][4][9] Sales Performance - Excluding the Potato Products of Idaho acquisition, Foodservice volumes rose by 9.3% in Q4, attributed to expanded distribution in egg and potato products, normalization of customer egg inventories, and growth in protein-based shakes [3][9] - For the full fiscal year, Foodservice net sales increased by 14.5% to $2,641 million, indicating strong overall performance [4] Profitability - The Foodservice segment's adjusted EBITDA surged by 49.9% year over year in Q4, reflecting improved throughput and a favorable product mix, while for fiscal 2025, adjusted EBITDA increased by 22.4% [5][9] Market Dynamics - Management noted that while egg pricing benefits are expected to moderate, the fourth-quarter performance was supported by distribution gains and customer inventory normalization, highlighting the segment's contribution to overall operating performance [6] Stock Performance - Post Holdings shares gained 0.5% over the past month, outperforming the broader Consumer Staples sector and the S&P 500 index, which grew by 0.1% and 0.3%, respectively [7] Valuation - The company currently trades at a forward 12-month P/E ratio of 12.87, which is below the industry average of 15.22 and the sector average of 17.6, indicating a modest discount relative to peers [11]

分组1 - Pilgrim's Pride (PPC) operates in the food industry, focusing on raising broiler chickens for various segments including fresh food, frozen food, and value-added products [1] - The company distributes its products through a network of distributors, indicating a structured supply chain [1] 分组2 - The article emphasizes the importance of sustained free cash flows, low leverage, and sustainable debt levels as key factors for investment opportunities [1] - There is a focus on companies in emerging markets that exhibit high margins and present good medium to long-term investment potential [1] - The author highlights a preference for companies with a strong pro-shareholder attitude, including consistent buyback programs and dividend distributions [1]

BANGKOK (AP) — Chinese factory activity expanded for the first time in eight months in December, as orders picked up ahead of holidays and builders rushed to finish projects, according to surveys released Wednesday. The official purchasing managers index for manufacturing, a monthly survey of companies, rose to 50.1 this month, the National Bureau of Statistics reported. That was just above the 50 cut off for expansion versus contraction on a scale up to 100. Another, private sector, survey also was at 50 ...

Core Viewpoint - The market is experiencing a consolidation phase with potential for both upward and downward movements, influenced by price earnings ratios and economic conditions [3]. Market Predictions - The S&P 500 is projected to range between 6,500 and 7,500, with current levels near 7,000, indicating optimism but also caution regarding big tech cyclical growth [2][3]. Investment Opportunities - Defensive sectors such as waste management and food, beverage, and tobacco are seen as potential hedges against big tech exposure, with specific companies like Republic Services and Philip Morris highlighted [4]. - Healthcare and biotech are expected to benefit significantly from AI advancements, providing a defensive mode around their products [5]. - Growth opportunities are identified in software, which appears more favorable compared to other internet names [5]. Economic Insights - Capital spending on AI has been crucial in supporting the economy, particularly in 2025, amidst concerns of a K-shaped economy that is politically unsustainable [6][7]. - The consumer sector, accounting for approximately 68% of GDP, is under scrutiny, with capital expenditures and AI potentially counterbalancing consumer weaknesses [6]. - Unemployment trends are being monitored as indicators of broader economic health, with implications for inflation risks [7][8].