Group 1: Market Performance - Wall Street's major equity averages ended in the green, with Electronic Arts (EA) surging over +14% after reports of advanced talks to go private in a roughly $50 billion deal [1] - Chip stocks rallied, with GlobalFoundries (GFS) climbing more than +8% and Intel (INTC) rising over +4% following news of potential U.S. policy requiring domestic chip manufacturing [1] - Paccar (PCAR) advanced more than +5% after President Trump announced a 25% tariff on heavy truck imports [1] - Costco Wholesale (COST) fell over -2% after reporting weaker-than-expected FQ4 U.S. comparable sales growth, making it the top percentage loser on the S&P 500 and Nasdaq 100 [1] Group 2: Economic Indicators - The core PCE price index rose +0.2% month-over-month and +2.9% year-over-year in August, aligning with expectations [5] - U.S. personal spending climbed +0.6% month-over-month, exceeding expectations of +0.5% [5] - Personal income rose +0.4% month-over-month, stronger than the expected +0.3% [5] - The University of Michigan's consumer sentiment index for September was unexpectedly revised lower to a 4-month low of 55.1, weaker than expectations of 55.5 [5] Group 3: Federal Reserve Insights - Richmond Fed President Tom Barkin noted limited risk of further deterioration in unemployment and inflation despite divergence from targets [7] - Fed Vice Chair for Supervision Michelle Bowman emphasized the need for decisive action to address labor market fragility [7] - Cleveland Fed President Beth Hammack stated the necessity of maintaining a restrictive monetary policy to achieve the 2% inflation target [7] Group 4: Upcoming Economic Data - The U.S. September Nonfarm Payrolls report is anticipated, with expectations of a "soft" report that could support further rate cuts [9] - Additional insights into the labor market will come from JOLTs Job Openings, ADP Nonfarm Employment Change, and Initial Jobless Claims [9][10] - Notable data releases include the Consumer Confidence Index, Chicago PMI, and various PMIs related to manufacturing and services [10] Group 5: Corporate Earnings and Market Movements - Several notable companies, including Nike (NKE), Carnival (CCL), and Paychex (PAYX), are set to release quarterly results this week [12] - Merus N.V. (MRUS) jumped over +38% in pre-market trading after Genmab agreed to acquire the company for $8 billion [20] - U.S.-listed cannabis-related companies saw significant gains in pre-market trading following President Trump's comments on hemp-derived cannabidiol [20]

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].

Core Insights - The Bonduelle Group has successfully met its revenue and profitability objectives for the fiscal year 2024-2025 as part of its "Transform to win" transformation plan, driven by improved performance in the U.S., reorganization in Europe, and enhanced operational efficiency [3][4][30] Financial Performance - Total sales for FY 2024-2025 amounted to 2,203.8 million euros, reflecting a decrease of -0.8% on a like-for-like basis and -0.9% on reported figures compared to FY 2023-2024 [5][6] - Current operating income was reported at 83.8 million euros, a slight increase of +0.2% from the previous fiscal year, with a current operating margin of 3.8% [6][15] - Net income from continuing operations reached 19.7 million euros, a significant recovery from -108.1 million euros in the previous fiscal year [22][24] Business Activity - Sales in the Europe Zone totaled 1,354.5 million euros, down -3.9% on reported figures, while the Non-Europe Zone saw an increase of +4.4% in sales, totaling 849.3 million euros [8][12] - The canned segment experienced a decline of -4.4%, while the fresh processed segment grew by +4.4% [9][10] - North America showed a return to growth with +4.8% on a like-for-like basis, driven by the success of complete meal solutions [13] Operational Developments - The company initiated the disposal of its packaged salad business in Germany and France, which were structurally loss-making, allowing Bonduelle to focus on higher value-added activities [26][27][28] - Marketing investments increased by 8% to support the growth of branded products [21] Financial Situation - As of June 30, 2025, net debt stood at 571.2 million euros, with a leverage ratio of 3.38 [25] - The company plans to propose a dividend of 0.25 euros per share during the Annual General Meeting on December 4, 2025 [29] Outlook - For FY 2025-2026, Bonduelle aims to recover current operating profitability to 90 million euros, supported by growth in branded activities and improved operational performance [30][31]

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 ...

Core Viewpoint - Lamb Weston Holdings, Inc. is set to announce its fiscal first-quarter earnings for 2026, with analysts projecting a decline in profit per share compared to the previous year [1][2]. Financial Performance - Analysts expect Lamb Weston to report a profit of $0.54 per share on a diluted basis, which represents a 26% decrease from $0.73 per share in the same quarter last year [2]. - For the full fiscal year, the expected EPS is $2.89, down 13.7% from $3.35 in fiscal 2025, but is projected to rise 17.3% year-over-year to $3.39 in fiscal 2027 [3]. Stock Performance - Over the past 52 weeks, Lamb Weston stock has underperformed, with shares down 18.6%, contrasting with the S&P 500 Index's gains of 15.4% and the Consumer Staples Select Sector SPDR Fund's losses of 5.9% [4]. - Following the release of Q4 earnings, which exceeded expectations, Lamb Weston shares surged 16.3%, with net sales increasing by 4% year-over-year to $1.7 billion, surpassing consensus estimates by 5.7% [5]. Analyst Ratings - The consensus opinion on Lamb Weston stock is moderately bullish, with a "Moderate Buy" rating. Out of 11 analysts, four recommend a "Strong Buy" and seven suggest a "Hold" [6]. - The average analyst price target for Lamb Weston is $62.20, indicating a potential upside of 17.7% from current levels [6].

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]