Core Insights - Corporate leadership is experiencing a significant transformation with an increase in women leading publicly traded companies, resulting in market-beating performance and innovative growth strategies [2][4] - Gender-diverse leadership is being recognized by financial markets, with ESG-focused funds prioritizing companies with women in executive roles, indicating a shift towards inclusive leadership driving sustainable growth [4] Company Highlights - **Accenture (ACN)**: Under Julie Sweet's leadership, Accenture made a $3 billion investment in AI, doubling its AI workforce and restructuring its growth model to enhance innovation and brand leadership [3] - **The Estée Lauder Companies Inc. (EL)**: Rashida La Lande's appointment as executive vice president and Global General Counsel in 2024 strengthened the company's legal and compliance frameworks during a transformation period [3] - **Adobe Inc. (ADBE)**: Lara Balazs, as chief marketing officer, has significantly enhanced Adobe's brand and marketing strategy, contributing to strong financial performance with adjusted EPS of $5.08 in Q1 2025, up from $4.48 year-over-year [9][10] - **McKesson Corporation (MCK)**: Michele Lau's role as chief legal officer has been pivotal in navigating regulatory scrutiny and managing complex litigation, with her compensation reflecting a strategic alignment with shareholder value [12][13] - **Centene Corporation (CNC)**: Sarah M. London has transformed Centene's operations since becoming CEO in March 2022, leading to $163 billion in revenues in 2024 and serving nearly 28 million members [15][16] - **Bumble Inc. (BMBL)**: Whitney Wolfe Herd's leadership has driven Bumble's brand identity and strategic shifts, including a workforce reduction aimed at achieving $40 million in annual cost savings, with improved revenue guidance for Q2 2025 [19][20] Investment Opportunities - Companies led by women, such as Adobe, McKesson, Centene, and Bumble, are positioned as attractive investment opportunities due to their strong leadership and strategic vision, indicating potential for long-term success [6]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score identifies attractive and discounted stocks using ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Growth Score - The Growth Score emphasizes a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow to find stocks with sustainable growth [4] Momentum Score - The Momentum Score helps investors capitalize on price trends, utilizing factors like one-week price changes and monthly earnings estimate changes to identify optimal buying times [5] VGM Score - The VGM Score combines the three Style Scores to highlight companies with the best value, growth forecasts, and momentum, serving as a strong indicator alongside the Zacks Rank [6] Zacks Rank - The Zacks Rank is a proprietary model based on earnings estimate revisions, aiding investors in building successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988 [7][8] Stock to Watch: Henry Schein Inc. - Henry Schein Inc. is a leading global distributor of healthcare products and services, operating in 33 countries and serving various healthcare practitioners [11] - Currently rated 3 (Hold) on the Zacks Rank, Henry Schein has a VGM Score of A and a Value Style Score of A, with a forward P/E ratio of 15.06, indicating attractive valuation metrics [11][12] - The company has seen upward revisions in earnings estimates, with the Zacks Consensus Estimate increasing by $0.02 to $4.86 per share for fiscal 2025, and an average earnings surprise of 2.4% [12]

Company Overview - Henry Schein Inc. is a leading distributor of health care products and services globally, serving various practitioners including dental, medical, and animal health sectors, as well as government and institutional health care clinics [11] - The company operates in 33 countries [11] Investment Ratings - Henry Schein is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A, indicating a solid overall performance [11] - The Growth Style Score for HSIC is B, forecasting a year-over-year earnings growth of 2.5% for the current fiscal year [12] Earnings Estimates - In the last 60 days, five analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.02 to $4.86 per share [12] - HSIC has an average earnings surprise of 2.4%, suggesting a history of exceeding earnings expectations [12] Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, Henry Schein is positioned as a potential top pick for growth investors [12]

Group 1 - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, Equity Research reports, and Premium stock screens [1][2] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market over the next 30 days, based on three investment methodologies [2][3] Group 2 - Stocks are rated with an alphabetic system from A to F, where A indicates the highest potential for outperformance, and the Style Scores are categorized into Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] - The Value Score focuses on identifying undervalued stocks using various financial ratios, while the Growth Score emphasizes a company's financial health and future growth potential [3][4] - The Momentum Score assesses stocks based on price trends and earnings outlook, and the VGM Score combines all three styles to identify stocks with the best overall potential [5][6] Group 3 - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize returns, while stocks with lower ranks should be approached cautiously [9][10] Group 4 - Henry Schein Inc. is a leading global distributor of healthcare products and services, operating in 33 countries and serving various healthcare practitioners [11] - Currently rated 3 (Hold) by Zacks, Henry Schein has a VGM Score of A and a Growth Style Score of B, with a projected year-over-year earnings growth of 2.5% for the current fiscal year [11][12] - Recent upward revisions in earnings estimates and a solid earnings surprise average of 2.4% position Henry Schein as a potential growth investment [12]

Core Insights - Cencora, Inc reported a 10.3% increase in second-quarter 2025 sales to $75.5 billion, slightly missing the consensus estimate of $75.68 billion, primarily driven by an 11.4% revenue increase in the U.S. Healthcare Solutions segment [1] Financial Performance - U.S. Healthcare Solutions revenue reached $68.3 billion, attributed to market growth driven by unit volume increases, particularly in diabetes and weight loss products in the GLP-1 class, as well as specialty products sold to physician practices and health systems [2] - Adjusted EPS for the quarter was $4.42, reflecting a 16.3% year-over-year increase, surpassing the consensus estimate of $4.11 [2] - Adjusted gross profit for the second quarter was $2.9 billion, a 15.2% increase year-over-year, mainly due to growth in the U.S. Healthcare Solutions segment, although partially offset by a decline in the International Healthcare Solutions segment [3] - Adjusted gross profit margin improved to 3.86%, up 16 basis points, while adjusted operating income rose to $1.2 billion, a 15.3% increase, driven by the U.S. Healthcare Solutions segment [4] Guidance and Outlook - Cencora updated its fiscal year 2025 financial guidance, projecting adjusted diluted EPS between $15.70 and $15.95, an increase from the previous range of $15.30 to $15.60, compared to the consensus of $15.46 [5] - Revenue growth for the International Healthcare Solutions segment is now expected to be between 3% and 4%, down from the previous estimate of 4% to 5% [5] - Adjusted consolidated operating income growth is anticipated to be between 13.5% and 15.5%, an increase from the prior range of 11.5% to 13.5% [6]

Financial Performance Highlights - Cencora's adjusted diluted EPS increased by 163% year-over-year to $442[14] - Revenue grew by 103% year-over-year[16] - Consolidated adjusted operating income increased by 153% year-over-year[16] - U S Healthcare Solutions segment operating income increased by 228% year-over-year[16] Fiscal Year 2025 Guidance - Cencora updated its fiscal year 2025 adjusted diluted EPS guidance to a range of $1570 to $1595[14] - The company anticipates consolidated revenue growth of 8% to 10%[25] - The company projects adjusted operating income growth of 135% to 155%[25] - The company expects adjusted free cash flow to be between $20 billion and $30 billion[26] Segment Performance - U S Healthcare Solutions revenue increased by 114% to $683 billion[21] - International Healthcare Solutions revenue increased by 07% to $72 billion, or 57% on a constant currency basis[23]