Packaged food giants Conagra Brands (CAG 1.18%) and The Campbell's Company (CPB 0.71%) are both down more than 25% year to date and are hovering around their lowest levels in over a decade.Both companies are industry giants. Conagra owns brands like Orville Redenbacher's, Slim Jim, Boom Chicka Pop, Hunt's, Reddi-Wip, Marie Callender's, and more. In addition to its flagship soup line, Campbell's also owns a variety of pasta sauce and dip brands, as well as snacks like Pepperidge Farm, Kettle, Cape Cod, Snyde ...

Company Performance - Sprouts Farmers (SFM) closed at $158.88, reflecting a -3.23% change from the previous day, underperforming compared to the S&P 500's daily loss of 0.07% [1] - Over the last month, SFM shares decreased by 0.94%, while the Retail-Wholesale sector gained 1.87% and the S&P 500 gained 3.94% [1] Upcoming Earnings Report - The company is set to release its earnings on July 30, 2025, with a forecasted EPS of $1.22, indicating a 29.79% increase from the same quarter last year [2] - Revenue is expected to be $2.16 billion, representing a 14.34% growth compared to the corresponding quarter of the prior year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates predict earnings of $5.08 per share and revenue of $8.77 billion, reflecting increases of +35.47% and +13.6% respectively from the previous year [3] Analyst Sentiment - Recent changes to analyst estimates for Sprouts Farmers suggest positive sentiment regarding the business and profitability, as upward revisions indicate analyst optimism [3][4] Zacks Rank - Sprouts Farmers currently holds a Zacks Rank of 2 (Buy), with a historical average annual gain of +25% for 1 ranked stocks since 1988 [5] Valuation Metrics - The company has a Forward P/E ratio of 32.32, which is a premium compared to its industry's Forward P/E of 17.48 [6] - SFM's PEG ratio stands at 2.05, higher than the Food - Natural Foods Products industry's average PEG ratio of 1.65 [7] Industry Context - The Food - Natural Foods Products industry is part of the Retail-Wholesale sector and currently holds a Zacks Industry Rank of 181, placing it in the bottom 27% of over 250 industries [8]

Core Insights - BranchOut Food Inc. has achieved a significant national expansion, with its Brussels Sprout Crisps now available in 3,945 stores, nearly doubling its previous distribution [1][2] - The company is launching a new product, Cinnamon Sweet Potato Sticks, in 1,952 locations, which represents about 50% of the retailer's footprint [3] Company Performance - The Brussels Sprout Crisps have received an overwhelming consumer response since their launch, establishing themselves as a standout new item in the market [2] - The expansion of the product line and distribution reflects BranchOut's ability to innovate and meet rising consumer demand for healthier snack options [4] Technology and Innovation - BranchOut utilizes its proprietary GentleDry™ technology, which preserves up to 95% of the original nutrition of fresh produce, enhancing the quality and taste of its products [5] - The company has over 17 patents protecting its technology, positioning it as a trusted brand and supplier in the dehydrated snack market [5] Market Position - BranchOut is establishing itself as a preferred supplier for innovative dried fruit and vegetable-based snacks, particularly in light of recent tariffs on Chinese-sourced freeze-dried fruits [4]

Industry Overview - The Zacks Natural Foods Products industry is facing a challenging macroeconomic environment characterized by persistent inflation and reduced consumer spending, leading to pressure on profit margins due to rising input costs and operational expenses [1][4][5] - The industry includes companies that manufacture and sell a variety of organic and natural food products, including fruits, vegetables, dairy, meat, seafood, and packaged meals, primarily through wholesalers, retailers, and e-commerce [3] Key Trends - There is a notable shift towards healthier eating habits, with consumers increasingly seeking nutritious and organic food options, which is driving demand for fresh products [6] - Companies are adapting to the tough market landscape by emphasizing value-focused marketing and expanding their product lines to include more affordable options [4][5] Performance Metrics - The Zacks Natural Foods Products industry has outperformed the broader Zacks Retail - Wholesale sector and the S&P 500 over the past year, with a growth of 64.7% compared to 17.3% and 12.3% respectively [10] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.02X, lower than the S&P 500's 22.63X and the sector's 24.98X [13] Company Highlights - Sprouts Farmers Market, Inc. (SFM) is focusing on product innovation, e-commerce, and competitive pricing, with a consensus estimate for current fiscal year earnings per share (EPS) at $5.08 and a stock gain of 96.6% over the past year [14][15] - Performance Food Group Company (PFGC) is capitalizing on its position in the food-away-from-home industry, with a current fiscal year EPS estimate of $4.36 and a stock gain of 40.1% in the past year [18][19]

In the latest close session, Sprouts Farmers (SFM) was down 2.54% at $160.44. The stock fell short of the S&P 500, which registered a gain of 0.8% for the day. Meanwhile, the Dow gained 0.94%, and the Nasdaq, a tech-heavy index, added 0.97%. The natural and organic food retailer's stock has dropped by 2.75% in the past month, falling short of the Retail-Wholesale sector's gain of 1.59% and the S&P 500's gain of 5.12%.The upcoming earnings release of Sprouts Farmers will be of great interest to investors. In ...

Core Insights - RITZ brand is hosting the RITZ Salty Club Giveaway, providing fans a chance to win tickets to the sold-out residency "No Me Quiero Ir de Aquí" in Puerto Rico [2][5] - The initiative aims to modernize the brand's image and connect with consumers in innovative ways, as evidenced by its collaboration with cultural icon Bad Bunny [3][4] Company Overview - Mondelēz International, the parent company of RITZ, reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the global snacking market [8] - The company offers a diverse portfolio of iconic brands, including OREO, RITZ, and CADBURY, and is a member of major stock indices such as the S&P 500 and Nasdaq 100 [8] Event Details - The RITZ Salty Club experience will feature a salty-themed photo booth and exclusive merchandise, enhancing the concert experience for attendees [4] - Fans can enter the giveaway for a chance to win tickets for the residency dates on August 8 or 9, with 30 winners receiving pairs of tickets along with travel and accommodation covered by RITZ [5]

Core Insights - Investors are increasingly focusing on artificial intelligence (AI) as a significant opportunity for growth, similar to past successes with companies like Amazon and Nvidia [1] Group 1: Company Summaries - **The Honest Company**: Specializes in personal and baby care products with clean ingredients, reported $97 million in revenue for Q1 2025, a 13% year-over-year increase, and is positioned for profitable growth [4] - **Stride**: A technology-based learning company with an 18% year-over-year revenue increase to $613 million in Q3 fiscal 2025, and profits of $99 million, with analysts predicting a 14% rise in stock price [6] - **Revolve Group**: An online fashion retailer utilizing AI, reported a 10% year-over-year sales increase and a 5% rise in net income, with mixed analyst opinions on stock price targets [8][9] - **Nomad**: A European frozen foods company with a 6% compound annual growth rate over the past decade, despite a recent sales decrease, all analysts rate it a buy with a target price 40% higher than current levels [10] - **Driven Brands**: Offers automotive services, reported a 7% sales increase in Q1, and plans to open 200 new stores in 2025, with a 30% average price target increase anticipated [11] - **Oddity Tech**: A cosmetics and skincare company using AI, reported a 27% revenue increase in Q1, but is seen as potentially expensive in the short term [12] - **Urban Outfitters**: Experienced an 11% revenue increase in Q1 fiscal 2026, with earnings per share nearly doubling, and all analysts expect further stock price increases [13] - **Shake Shack**: Reported a 10.5% sales increase in Q1 and more than doubled net income, with a positive long-term outlook despite a recent stock price surge [14] - **Academy Sports**: A sporting goods retailer facing short-term pressure but has long-term growth potential through new store openings and digital expansion, with a 20% average price target increase [16] - **Chef's Warehouse**: A specialty foods distributor with a 9% revenue increase in Q1 and earnings per share rising from $0.05 to $0.25, all analysts predict an 8% to 20% stock price increase [17][18]

Sprouts Farmers (SFM) closed at $165.97 in the latest trading session, marking a +2.54% move from the prior day. The stock's change was more than the S&P 500's daily loss of 0.22%. Elsewhere, the Dow saw an upswing of 0.08%, while the tech-heavy Nasdaq depreciated by 0.51%. The stock of natural and organic food retailer has risen by 0.06% in the past month, leading the Retail-Wholesale sector's loss of 0.39% and undershooting the S&P 500's gain of 0.45%.Analysts and investors alike will be keeping a close e ...

Wall Street expects a year-over-year decline in earnings on lower revenues when General Mills (GIS) reports results for the quarter ended May 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on June 25, 2025, might help the stock move higher if these key numbers are better than expectati ...

Core Insights - Nomad Foods Limited (NOMD) is facing increasing input cost pressures, particularly in protein categories such as chicken and red meat, due to heightened demand and disruptions related to Asian flu in Europe [1][7] - The company's management indicated that pricing actions are being implemented but will likely lag behind cost inflation in the near term, leading to a revised lower adjusted EBITDA growth guidance for 2025 [2][3] Financial Performance - In Q1 2025, Nomad Foods reported a gross margin increase of 90 basis points year-over-year to 27.8%, but adjusted EBITDA declined by 1.8%, indicating early signs of margin pressure [2][7] - The updated guidance for adjusted EBITDA growth for 2025 has been revised downward to a range of 0% to 2%, from a previous range of 2% to 4% [2] Market Position and Strategy - Nomad Foods has a history of pricing to recover cost increases, but prolonged inflation in protein inputs may challenge consumer elasticity, particularly in value-seeking markets like the UK [3] - The company must balance cost recovery with demand retention while maintaining brand strength to offset margin pressure in the upcoming quarters [3] Peer Comparison - Conagra Brands (CAG) is also facing elevated protein and input costs, resulting in a 389-basis-point adjusted gross margin decline in Q3 fiscal 2025, and is focusing on portfolio restructuring [4] - Lamb Weston reported 9% global volume growth in Q3 fiscal 2025 and is executing over 30 strategic projects, despite a 5% decline in price/mix due to strategic pricing adjustments [5] Valuation Metrics - Nomad Foods shares have decreased approximately 5.5% in the past month, compared to a 1.7% decline in the industry [6] - The company trades at a forward price-to-earnings ratio of 7.89X, significantly lower than the industry average of 15.77X [9] Earnings Estimates - The Zacks Consensus Estimate for Nomad Foods' current financial-year sales and earnings per share implies year-over-year growth of 4.6% and 7.3%, respectively [11] - For Q2 2025, the consensus estimate for sales is $892.71 million, reflecting a year-over-year growth estimate of 5.54% [12]