Core Insights - United Natural Foods, Inc. (UNFI) is set to release its first-quarter earnings results on December 2, with analysts expecting earnings of 40 cents per share, a significant increase from 16 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $7.91 billion, slightly up from $7.87 billion a year earlier [1] Recent Performance - On September 30, United Natural Foods reported better-than-expected fourth-quarter results and provided FY26 EPS guidance above estimates [2] - Following the announcement, shares rose by 1.5%, closing at $37.63 [2] Analyst Ratings and Price Targets - Goldman Sachs maintained a Neutral rating and increased the price target from $29 to $40 [4] - UBS also maintained a Neutral rating, raising the price target from $29 to $42 [4] - Wells Fargo kept an Equal-Weight rating and increased the price target from $26 to $36 [4] - BMO Capital maintained an Outperform rating, boosting the price target from $36 to $48 [4] - Deutsche Bank maintained a Hold rating but cut the price target from $33 to $24 [4]

Core Insights - Post Holdings, Inc. has approved a new $500 million share repurchase authorization effective immediately, following the cancellation of a previous buyback program where approximately $275.2 million was utilized for share repurchases [1][10] - The company generated strong cash inflows in fiscal 2025, with $301 million in operating cash and around $150 million in free cash flow for the fourth quarter, leading to a total free cash flow of approximately $488.1 million for the year [2][10] - In fiscal 2025, Post Holdings repurchased 6.4 million shares for about $708.5 million, with an additional 1 million shares repurchased for approximately $105.5 million by November 19 [3][10] - Significant year-over-year earnings improvement was reported in key segments, with Foodservice adjusted EBITDA rising 50% and Refrigerated Retail adjusted EBITDA increasing 44% in the fiscal fourth quarter [4] - The new $500 million repurchase authorization provides Post Holdings with additional flexibility to manage shareholder returns as it enters fiscal 2026 [5] - The company's shares have declined by 5.2% over the past month, underperforming both the Consumer Staples sector and the S&P 500 index [6] - Post Holdings currently trades at a forward 12-month P/E ratio of 12.64, which is lower than the industry average of 14.72 and the sector average of 16.4, indicating a modest discount relative to peers [11]

Core Viewpoint - Performance Food Group and US Foods have ended merger talks that would have created the largest domestic foodservice company in the U.S. [1] Group 1: Company Overview - Performance Food Group operates approximately 155 distribution centers and has a fleet of over 6,000 tractors [1] - US Foods operates over 70 distribution centers and also has a fleet of over 6,000 tractors [1] - A merger would have resulted in a combined market capitalization exceeding $30 billion, making it a strong competitor to Sysco, which has a market cap of $36 billion [2] Group 2: Financial Performance - Performance Food Group reaffirmed its fiscal 2026 guidance, projecting net sales between $67.5 billion and $68.5 billion, with adjusted EBITDA ranging from $1.9 billion to $2.0 billion [3] - US Foods reiterated its fiscal 2025 outlook, targeting 5% annual net sales growth and 10% adjusted EBITDA growth [6] - US Foods announced a new $1 billion share repurchase agreement alongside a $250 million accelerated share repurchase plan [6] Group 3: Strategic Decisions - The decision to terminate merger discussions was influenced by a thorough analysis of potential synergies and regulatory considerations [5] - PFG's Board of Directors believes that executing its standalone strategic plan is the best path to long-term stockholder value [3] - US Foods was prompted to explore a merger by activist investor Sachem Head Capital Management [4]

Group 1 - US Foods and Performance Food Group (PFG) have decided to cease merger discussions after months of consideration, focusing instead on their standalone strategic plans [6] - US Foods' CEO David Flitman indicated that the company had been exploring the merger potential with PFG and has continued to have investment capital available, with the board approving billions for share repurchases in recent years [3][4] - Following the end of merger talks, US Foods' board approved a new $1 billion share repurchase program, emphasizing a commitment to long-term value creation through disciplined capital allocation [3][6] Group 2 - Both US Foods and PFG are significant players in the food distribution market, with US Foods employing approximately 30,000 workers and PFG around 43,000 workers [4] - The companies are positioned behind Sysco in terms of tractor count, indicating their substantial presence in the industry [4]

Core Insights - Central Garden & Pet Company (CENT) reported its fourth-quarter fiscal 2025 results, with both revenue and earnings exceeding Zacks Consensus Estimates and showing improvement from the previous year, marking a record fiscal year for the company [1][2][10] Financial Performance - The company posted an adjusted loss of 9 cents per share, better than the expected loss of 20 cents and an improvement from the 18-cent loss in the prior-year quarter [2] - Net sales reached $678.2 million, a 1% increase year over year, surpassing the Zacks Consensus Estimate of $666 million, driven by strong performance in the Garden segment [3] - Gross profit increased to $196.5 million from $169 million a year ago, with gross margin expanding by 380 basis points to 29% [4] - Adjusted EBITDA rose to $25.7 million, up from $16.8 million in the previous year [5] Segment Performance - The Pet segment generated $428 million in sales, down 2% year over year, impacted by the closure of U.K. operations and reduced sales of lower-margin products, although it gained market share in consumables [7] - The Garden segment saw a 7% increase in net sales to $250 million, benefiting from favorable weather and an extended selling season, with e-commerce demand growing significantly [9] Cost and Expenses - Adjusted SG&A expenses rose 7% to $198.1 million, representing 29.2% of net sales, driven by productivity investments and higher spending on innovation [6] Financial Health - The company ended the quarter with cash and cash equivalents of $882.5 million and long-term debt of $1,191.6 million, with a gross leverage ratio of 2.8 [12] Outlook - For fiscal 2026, the company anticipates adjusted earnings of $2.70 per share or better, supported by margin discipline and strategic investments in innovation and digital technology [14] - For the first quarter of fiscal 2026, earnings are projected to be between 10-15 cents per share, down from 21 cents in the prior year [15]

Core Points - US Foods Holding Corp. will participate in a fireside chat at the Morgan Stanley Global Consumer & Retail Conference [1] - The event is scheduled for December 2 at 1:30 p.m. EST [1] - Media and investors can access a live audio webcast through the company's Investor Relations page [1]

Core Viewpoint - Performance Food Group (PFG) and US Foods have mutually decided to terminate their merger discussions after evaluating potential benefits and regulatory concerns [1][2] Company Overview - US Foods serves 250,000 customer locations and operates over 70 broadline locations and more than 90 cash-and-carry stores, supported by around 30,000 associates [2][3] - PFG operates more than 150 locations and supplies food and related products to 300,000 clients, including restaurants, healthcare facilities, schools, and retailers [3] Financial Guidance - PFG maintains its net sales forecast for the second quarter of fiscal 2026 at $16.4 billion to $16.7 billion, with adjusted EBITDA expected between $450 million and $470 million [4] - For the full 2026 financial year, PFG's outlook for net sales is between $67.5 billion and $68.5 billion, with adjusted EBITDA projected at $1.9 billion to $2 billion [4] Capital Allocation - US Foods plans to enter an accelerated share repurchase agreement covering $250 million of its common stock and has approved a new share repurchase program valued at $1 billion [5]

As filed with the Securities and Exchange Commission on November 24, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MARWYNN HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Nevada 5141 99-1867981 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 12 Chrysler Unit C I ...

Market Performance - The S&P 500 finished over 1.5% higher, closing at 6700, while the NASDAQ rose by 2.7% and the Dow Jones increased by about 0.4% [6] - The semiconductor sector showed significant gains, with an overall increase of nearly 5% in today's trade, making it one of the top performers [2][8] - Communication services, technology, and consumer discretionary sectors were the biggest gainers, with communication services up 4%, technology up 2.5%, and consumer discretionary up 1.8% [7] Individual Stock Highlights - Broadcom was the top gainer in both the S&P 500 and NASDAQ, rising by 11% [9] - Micron also performed well, gaining about 8% after a price target increase from Morgan Stanley [10] - Alphabet saw a rise of approximately 6.3%, marking a nearly 70% increase year-to-date, driven by positive reviews for its Gemini Air model [12] Underperformers - Novo Nordisk shares fell by 5.6% after a failed Alzheimer's drug trial, reaching their lowest level in over four years [14] - Copart's shares decreased by 4.5% following a price target reduction by J.P. Morgan [15] - Performance Food Group dropped by 2.3% after US Foods announced it would not pursue a merger with the company [16] Bond Market Overview - The bond market experienced a quiet day, with the ten-year Treasury yield down about three basis points, remaining above 4% [17] - The 30-year yield also saw a slight decrease of about four basis points, indicating a range-bound market [17] Earnings Reports - Zoom reported a third-quarter adjusted EPS of $1.52, exceeding estimates, and projected fourth-quarter revenue slightly above expectations [21]

Market Performance - Major U.S. equities indexes experienced gains, with the Dow rising 0.4%, the S&P 500 increasing by 1.3%, and the Nasdaq surging over 2% [1] - Tesla's stock rose by 7%, making it one of the top performers in the S&P 500, driven by CEO Elon Musk's announcement regarding AI chip production [2] Company-Specific Developments - Alphabet, Google's parent company, saw its shares jump over 5% to an all-time high, fueled by excitement over the launch of its Gemini 3 AI model [2] - Centene, Elevance Health, and Molina Healthcare shares rose following reports of President Trump's support for a healthcare proposal extending Affordable Care Act subsidies [3] - Carvana's shares surged nearly 7% after an upgrade to "outperform" from "neutral" by Wedbush analysts, who referred to it as the "new used car king" [3] - Novo Nordisk's shares declined after the company reported that its latest drug trial was ineffective in slowing Alzheimer's progression [3] Industry Trends - Performance Food Group shares dropped as it and rival US Foods agreed to terminate merger talks, while US Foods' shares increased [4] - Gold prices increased slightly, while crude oil futures fell, and the yield on the 10-year Treasury note decreased to 4.05% [4]