Group 1 - Equinox Gold (EQX) is involved in the acquisition, exploration, and development of mineral deposits, with a Zacks Consensus Estimate for its current year earnings revised downward by approximately 26.5% over the last 60 days [1] - Cantaloupe (CTLP) is a software and payments company providing end-to-end technology solutions for the unattended retail market, with its current year earnings estimate revised downward by 6.7% over the last 60 days [2] - Alico (ALCO) operates in the agribusiness sector in Central and Southwest Florida, with a Zacks Consensus Estimate for its current year earnings revised downward by nearly 5.8% over the last 60 days [2]

Core Viewpoint - Tejon Ranch Co. will release its third quarter 2025 operating and financial results on November 6, 2025, and will host a conference call to discuss these results and recent initiatives [1] Financial Results Announcement - The company will announce its third quarter 2025 results before the market opens on November 6, 2025 [1] - A conference call will take place on the same day at 5:00 p.m. Eastern Time, featuring President and CEO Matt Walker and CFO Robert Velasquez [1] Investor Engagement - Investors can submit questions via email to IR@tejonranch.com by 12:00 p.m. Eastern Time on November 6, 2025 [2] - An audio webcast of the conference call will be available on the company's website, with a replay accessible for one year after the call [3] Upcoming Events - Tejon Ranch will hold an Investor Engagement Event on November 14, 2025, at the New York Stock Exchange, requiring advanced registration due to limited space [4] Company Overview - Tejon Ranch Co. is a diversified real estate development and agribusiness company, with a principal asset of 270,000 acres of land located approximately 60 miles north of Los Angeles [6]

Group 1 - 1-800-FLOWERS.COM, Inc. (FLWS) has been added to the Zacks Rank 5 (Strong Sell) List due to a downward revision of 87.9% in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Alico, Inc. (ALCO) is also on the Zacks Rank 5 (Strong Sell) List, with a 5.8% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Avis Budget Group, Inc. (CAR) has seen a 27.8% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days, placing it on the Zacks Rank 5 (Strong Sell) List [2]

Summary of Bunge Business Update Conference Call Company Overview - **Company**: Bunge Limited - **Industry**: Agribusiness and Food Processing Key Points and Arguments Integration and Strategic Moves - Integration with Viterra is progressing exceptionally well, with teams identifying cost savings and commercial synergies [6][10] - The integration aims to create a unified company that enhances value for customers across the value chain [6][7] - Bunge has aligned its business along end-to-end value chains, which is expected to improve agility and stakeholder value [7][8] Financial Outlook - Full year 2025 adjusted EPS is projected to be in the range of approximately $7.3 to $7.6, with an expected second half adjusted EPS of $4 to $4.25 [10][16] - The difference in EPS estimates is attributed to varying weighted average share counts used in calculations [16] - The company anticipates a higher effective tax rate for the combined entity, expected to be at the higher end of the 21% to 25% range [20] - Net interest expense is projected to increase significantly, from about $220 million to approximately $395 million for the full year [20] Segment Reporting Changes - Bunge is changing its reportable segment structure to four segments: soybean processing and refining, softseed processing and refining, other oilseeds processing and refining, and grain merchandising and milling [11][12] - The new segmentation reflects the integration of Viterra's operations and aims to provide clearer insights into the drivers of the combined company's results [11][12] - Soy remains the largest contributor to earnings, while the addition of Viterra enhances the soft seeds footprint significantly [12][30] Performance Insights - The company reported strong performance indicators for the third quarter, although detailed results will be discussed in the upcoming earnings call on November 5 [10][16] - The integration is expected to yield significant synergies, particularly in logistics and freight, as well as in ocean freight capacity [29][30] Market Environment - The current market environment remains uncertain due to macroeconomic factors, trade issues, and biofuel policies, which are being closely monitored [9][41] - The company is not providing specific guidance for 2026 until early next year, but anticipates better performance from Viterra compared to historical data [41][42] Additional Important Information - The call emphasized the importance of transparency and the commitment to providing detailed historical financials in future filings [20] - The integration process is still in early stages, with significant plans for cost savings and operational efficiencies expected in 2026 [46][48] - The company is currently operating on multiple systems and processes, which adds complexity but is being managed effectively [49][50] This summary captures the essential insights from the Bunge Business Update Conference Call, highlighting the company's strategic direction, financial outlook, and operational changes following the integration with Viterra.

Core Viewpoint - Bunge Global SA is expected to report a significant decline in earnings for the fiscal third quarter of 2025, with analysts projecting a profit of $0.82 per share, down 64.2% from the previous year [2]. Financial Performance - The company is anticipated to report an EPS of $6.41 for the full year, reflecting a decrease of 30.3% from $9.19 in fiscal 2024, but is expected to rebound with a 20% increase to $7.69 in fiscal 2026 [3]. - In the previous quarter, Bunge reported an adjusted EPS of $1.31, surpassing Wall Street expectations of $1.19, with total revenue of $12.8 billion, down 3.6% year-over-year [6]. Stock Performance - Bunge's stock has underperformed, declining 16.5% over the past 52 weeks, contrasting with the S&P 500 Index's gain of 14.4% during the same period [4]. - The average analyst price target for Bunge's stock is $89.78, suggesting a potential upside of 10.9% from current levels, with a consensus rating of "Moderate Buy" [7]. Market Challenges - The company's weak performance is attributed to pressures from cyclical commodities, geopolitical trade tensions, and integration challenges, particularly impacted by tariffs imposed by China on U.S. goods affecting soybean trading [5].

Saudi PIF-backed agriculture firm SALIC plans to pursue full ownership of the agribusiness unit of Singapore’s Olam Group in a move aimed at deepening the kingdom's food security strategy https://t.co/XW4EC1rQFg ...

Core Insights - The initiative "Repicturing Rural" aims to provide media outlets, brands, and ad agencies with tools to authentically represent rural communities through visuals [1][2][4] - Land O'Lakes Inc. collaborates with Getty Images to launch this playbook, which includes content and perspectives for telling elevated stories about rural America [2][4] - The playbook is part of Land O'Lakes' Modern Rural Collective (MRC) efforts to inspire a new narrative for urban and rural communities [4][11] Market Demand and Representation - Getty Images' VisualGPS data indicates a 22% increase in customer searches for rural visuals in 2024 and an 8% increase to date in 2025 [5] - Despite the rising demand, 66% of Americans in rural areas feel that advertisers do not understand their communities [5][6] Visual Content and Themes - The playbook and accompanying visual library aim to address themes often oversimplified in media, such as rural demographics, workplaces, healthcare, education, and family life [6][10] - The initiative encourages the abandonment of outdated stereotypes to capture the vibrancy and complexity of rural life [6][11] Organizational Background - Land O'Lakes, Inc. reported annual sales of $16.2 billion in 2024 and is one of the largest farmer-owned cooperatives in the U.S. [10] - The Modern Rural Collective (MRC) is a network focused on creating a shared narrative that reflects the values and potential of rural communities [11]

Group 1 - Alico, Inc. will present at the 19th annual LD Micro Main Event from October 19-21, 2025, in San Diego, California [1][3] - The presentation by Alico's CEO, John Kiernan, is scheduled for October 20, 2025, at 2:30 PM ET, with one-on-one investor meetings on October 20 and 21 [2] - The LD Micro Main Event XIX will feature around 120 companies presenting in half-hour increments, along with private meetings with investors [3] Group 2 - Alico, Inc. is a Florida-based agribusiness and land management company with over 125 years of experience, operating approximately 51,300 acres across 8 Florida counties [4] - The company focuses on strategic land development opportunities and diversified agricultural operations, aiming to create long-term shareholder value while committing to responsible land stewardship [4] Group 3 - LD Micro is dedicated to providing resources in the small-cap space, hosting influential events and offering access and insight for investors seeking emerging companies [5]

Core Points - Bunge Global SA (NYSE: BG) will announce its Q3 2025 results on November 5, 2025, before market opening [1][2][10] - A conference call will be held at 7 a.m. Central Time to discuss the results, with a slide presentation available on the company's website [2][3] - Investors can access the call via a specific dial-in number and a replay will be available until December 5, 2025 [3] Company Overview - Bunge is a leading agribusiness solutions provider with approximately 37,000 employees, focusing on connecting farmers to consumers [4] - The company operates in over 50 countries and has over 200 years of experience in grain origination, storage, distribution, and oilseed processing [4] - Bunge is committed to enhancing global food security, advancing sustainability, and supporting local communities [4]

Core Insights - Bunge Global SA (NYSE:BG) is a prominent agribusiness and food company, founded in 1818, with a diverse portfolio including Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. It ranks 7th among S&P 500 stocks with a low PE ratio [1] Group 1: Investment Outlook - UBS has maintained a Buy rating on Bunge with a price target of $100, following discussions with the company's management at the UBS Materials Conference [1] - Analyst Manav Gupta from UBS indicates that Bunge anticipates favorable outcomes regarding the Renewable Volume Obligation (RVO) and Small Refinery Exemption (SRE) decisions by December 2025, aided by collaboration between the EPA and USDA [2] - Bunge expects an increase in soybean oil demand in 2026 and 2027, as foreign feedstocks lack production tax credits and only receive 50% of Renewable Identification Numbers [4] Group 2: Regulatory and Market Factors - The removal of the Indirect Land Use Change penalty for soybean oil improves its Carbon Intensity rating, allowing it to compete effectively with other feedstocks like tallow and recycled cooking oil [3] - Bunge plans to update its 2025 earnings guidance to include Viterra, with expectations of re-segmentation reflected in Q3 2025 results [4]