In Friday’s trading session, Wall Street’s major equity averages ended in the green. Electronic Arts (EA) surged over +14% and was the top percentage gainer on the S&P 500 and Nasdaq 100 after The Wall Street Journal reported that the company was in advanced talks to go private in a roughly $50 billion deal. Also, chip stocks rallied after The Wall Street Journal reported that the Trump administration was considering a policy requiring U.S. firms to manufacture domestically as many chips as they import, wit ...

Group 1 - BRF S.A. is a major global producer of poultry, pork, processed foods, and pet food, focusing on alternative proteins and plant-based products [1] - On September 22, 2025, BRF S.A. merged with Marfrig Global Foods, creating MBRF Global Foods Company S.A., with shareholders receiving Marfrig shares at a ratio of 0.8521 ADS per BRF ADS [2] - The merger is expected to generate BRL 805 million ($141 million) in annual synergies and has been approved by Brazil's antitrust authority [2][4] Group 2 - BRF S.A. reported a 3% revenue growth in Q2 2025, reaching BRL 15.4 billion, with the pet food segment expanding by 8% and the plant-based division growing by 12.5% [3] - The company diversified its exports by adding 11 new markets, including Argentina and Saudi Arabia, which helped mitigate challenges faced in the EU and China [3] - Despite high leverage at 1.5, the merger has led to liquidity improvements, positioning MBRF Global Foods for stronger global growth and efficiency [4]

Labor Market Insights - The upcoming employment report is expected to provide clarity on the labor market, particularly regarding unemployment concerns that influenced the Federal Reserve's recent interest rate cut [3][4]. - The economy added 22,000 jobs in August, indicating a weaker performance compared to previous months, with a slight increase in unemployment [3][4]. Key Economic Data and Earnings Reports - A variety of labor market data will be released this week, including consumer confidence, home prices, factory orders, and construction spending [2]. - Earnings reports from major companies such as Nike, Carnival, and ConAgra Brands are anticipated, with Nike's report particularly focused on its turnaround efforts [5][6]. Company-Specific Developments - Nike is expected to reveal the effectiveness of its turnaround strategy in its quarterly earnings report, following smaller-than-expected declines in profits and sales [5]. - Tesla's upcoming delivery figures may surprise analysts positively, as there is an expectation of increased consumer activity due to expiring EV tax credits [5]. - Carnival's earnings report will be scrutinized to assess its ability to maintain recent success, while ConAgra Brands is expected to report on its sales performance after a previous decline [6].

BONDUELLE Head office: "La Woestyne" - 59173 Renescure - FranceBonduelle a French S.C.A (Partnership limited by Shares) with a capital of 57 102 699,50 eurosRegistered under number: 447 250 044 (Dunkerque Commercial and Companies Register) 2024-2025 Annual results (July 1, 2024 - June 30, 2025) “Transform to win”: The Bonduelle Group achieves its first-year transformation plan objectives and initiates its recovery Message from Xavier Unkovic - Chief Executive Officer: For this 1st year of the “Transfor ...

Earnings Report - Lamb Weston Holdings, Inc. is set to release its first-quarter earnings results on September 30, with analysts expecting earnings of 53 cents per share, a decrease from 73 cents per share in the same period last year [1] - The company is projected to report quarterly revenue of $1.62 billion, down from $1.65 billion in the previous year [1] Analyst Rating and Dividend - JP Morgan analyst Thomas Palmer has assigned a Neutral rating to Lamb Weston with a price target of $57 [2] - The company currently offers an annual dividend yield of 2.80%, translating to a quarterly dividend of 37 cents per share, or $1.48 annually [2] Investment Calculations - To achieve a monthly dividend income of $500, an investor would need to own approximately 4,054 shares, equating to a total investment of about $214,173 [3] - For a more conservative monthly income goal of $100, an investor would need to hold 811 shares, requiring an investment of around $42,845 [3] Dividend Yield Dynamics - The dividend yield is subject to change based on fluctuations in both the dividend payment and the stock price [4] - For instance, if a stock with a $2 annual dividend rises to $60, the yield would decrease to 3.33%, while a drop to $40 would increase the yield to 5% [5] Stock Performance - Shares of Lamb Weston experienced a decline of 1.8%, closing at $52.83 [5]

Lamb Weston Holdings, Inc. (NYSE: LW) will release earnings results for the first quarter, before the opening bell on Tuesday, Sept. 30.Analysts expect the company to report quarterly earnings at 53 cents per share. That’s down from 73 cents per share in the year-ago period. Lamb Weston projects to report quarterly revenue at $1.62 billion. It generated $1.65 billion the previous year, according to data from Benzinga Pro.On Aug. 20, JP Morgan analyst Thomas Palmer assumed Lamb Weston with a Neutral rating a ...

Eagle, Idaho-based Lamb Weston Holdings, Inc. (LW) produces, distributes, and markets frozen potato products. Valued at $7.5 billion by market cap, the company offers fries, oven-roasted potatoes, puffs, chips, slices, and prepared potato products. The french fry giant is expected to announce its fiscal first-quarter earnings for 2026 before the market opens on Tuesday, Sep. 30. Ahead of the event, analysts expect LW to report a profit of $0.54 per share on a diluted basis, down 26% from $0.73 per share i ...

Core Viewpoint - Lamb Weston Holdings, Inc. has declared a quarterly dividend of $0.37 per share, reflecting the company's commitment to returning value to its shareholders [1]. Company Summary - Lamb Weston is a leading supplier of frozen potato products, serving restaurants and retailers globally [1]. - The company has a 75-year history of industry leadership and innovation in frozen potato products [1]. Dividend Details - The declared dividend of $0.37 per share is payable on November 28, 2025 [1]. - Stockholders of record as of the close of business on October 31, 2025, will be eligible for the dividend [1].

Core Insights - Analysts project Lamb Weston (LW) will report quarterly earnings of $0.54 per share, a decline of 26% year over year, with revenues expected to reach $1.61 billion, down 2.5% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.3% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Key Metrics Projections - Analysts estimate 'Geographic Sales- International' to be $555.25 million, reflecting a year-over-year increase of 0.9% [5]. - 'Geographic Sales- North America' is projected to reach $1.05 billion, indicating a decline of 4.5% from the prior-year quarter [5]. - 'Adjusted EBITDA- International' is expected to be $50.68 million, slightly up from $50.50 million a year ago [5]. - 'Adjusted EBITDA- North America' is predicted to be $241.61 million, down from $276.10 million reported in the same quarter last year [6]. Stock Performance - Lamb Weston shares have decreased by 5.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [6]. - With a Zacks Rank of 3 (Hold), LW is anticipated to closely follow overall market performance in the near term [6].

Group 1: Smithfield Foods, Inc. - Smithfield Foods, Inc. is a pork producer and food-processing company with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 3% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 9.97, compared to the industry average of 10.80, and possesses a Value Score of A [1] Group 2: VEON - VEON is engaged in telecommunication and digital services and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its next year earnings has increased by 15.2% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 5.21, significantly lower than the industry average of 17.60, and possesses a Value Score of A [2] Group 3: 1st Source - 1st Source is a bank holding company offering a broad range of commercial banking, personal banking, and trust services, with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.2% over the last 60 days [3] - The company has a price-to-earnings ratio (P/E) of 10.07, compared to the industry average of 11, and possesses a Value Score of B [3]