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Is US Foods (USFD) a Great Value Stock Right Now?
ZACKS· 2025-10-21 14:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental ...
Colabor Group Reports Results for the Third Quarter 2025 and Provides a Corporate Update
Globenewswire· 2025-10-17 01:41
Core Insights - Colabor Group Inc. reported a significant increase in sales for the third quarter of 2025, with a 31.1% rise to $212.5 million compared to $162.0 million in the same period of 2024 [8][17] - The company experienced a net loss from continuing operations of $74.4 million, a stark contrast to net earnings of $1.2 million in the previous year, primarily due to an impairment charge on goodwill [8][19] - Kelly Shipway has been appointed as the new President and CEO, succeeding Louis Frenette, as part of a structured succession plan aimed at enhancing customer experience and profitability [3][5][7] Financial Performance - Adjusted EBITDA decreased to $5.8 million, representing a margin of 2.7% of sales, down from $9.5 million and 5.9% in the same quarter of 2024 [8][18] - Cash flow from operating activities was negative at $(7.7) million, compared to $9.9 million in the third quarter of 2024 [8][23] - Net debt increased significantly to $112.1 million from $47.8 million at the end of 2024, reflecting the impact of recent acquisitions and financial restructuring [8][24] Operational Developments - The integration of Alimplus's activities is underway, with plans to close specific sites by early 2026 to achieve cost savings and operational efficiencies [11][16] - The company has entered into forbearance agreements with lenders, extending until January 30, 2026, to address anticipated defaults and stabilize its financial position [8][27] - A cybersecurity incident in July 2025 negatively impacted sales and operational performance, contributing to the overall financial challenges faced during the quarter [8][15] Market Position and Strategy - Colabor aims to solidify its role as a leader in foodservice distribution in Quebec and Canada, focusing on profitable growth and enhanced service quality [10][9] - The company is prioritizing the management of working capital and debt reduction while implementing the integration plan for Alimplus [26] - The recent acquisition of Alimplus is expected to provide long-term growth opportunities, despite short-term challenges related to integration and market conditions [11][26]
Colabor Group Reports Results for the Third Quarter 2025 and Provides a Corporate Update
Globenewswire· 2025-10-17 01:41
Core Insights - Colabor Group Inc. reported a significant increase in sales for Q3 2025, with a 31.1% rise to $212.5 million compared to $162.0 million in Q3 2024, driven by distribution activities and inflation effects [8][19] - The company experienced a net loss of $74.4 million from continuing operations, a stark contrast to net earnings of $1.2 million in the same quarter of the previous year, primarily due to an impairment charge on goodwill [21][8] - Kelly Shipway has been appointed as the new President and CEO, succeeding Louis Frenette, as part of a structured succession plan aimed at enhancing customer experience and profitability [3][5][9] Financial Performance - Adjusted EBITDA decreased to $5.8 million, representing a margin of 2.7% of sales, down from $9.5 million and 5.9% in Q3 2024 [20][8] - Cash flow from operating activities was negative at $(7.7) million for Q3 2025, compared to $9.9 million in Q3 2024, reflecting increased working capital utilization [25][8] - Net debt rose significantly to $112.1 million from $47.8 million at the end of 2024, attributed to the acquisition financing and increased credit facilities [26][8] Strategic Developments - The company is in the process of integrating Alimplus' activities, with site closures planned for Drummondville and Anjou by the end of November 2025 and January 2026, respectively [12][18] - A forbearance agreement with lenders has been extended until January 30, 2026, requiring liquidity maintenance and a minimum trailing twelve-month EBITDA [29][8] - The company aims to stabilize its capital structure and reduce debt while focusing on the successful integration of Alimplus to enhance growth and profitability [28][8]
KYNDRYL TO RELEASE QUARTERLY RESULTS ON NOVEMBER 4, 2025
Prnewswire· 2025-10-16 20:30
Kyndryl Investor Contact: [email protected] Kyndryl Media Contact: [email protected] SOURCE Kyndryl Accessibility StatementSkip Navigation Company will host earnings call on November 5, 2025 NEW YORK, Oct. 16, 2025 /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced that it will release results for the quarter ended September 30, 2025, the second quarter of its 2026 fiscal year, after market close on Tuesday, November 4, 2025.  Chair ...
HF Foods Group Announces Leadership Changes
Globenewswire· 2025-10-16 20:05
LAS VEGAS, Oct. 16, 2025 (GLOBE NEWSWIRE) -- HF Foods Group Inc. (NASDAQ: HFFG) (“HF Foods” or the “Company”), a leading distributor of international foodservice solutions to Asian restaurants and other businesses across the United States, today announced the appointment of Jeffery Taylor to its Board of Directors. Mr. Taylor brings over 27 years of senior finance leadership experience across iconic blue-chip manufacturing companies, including most recently serving as VP, Chief Financial Officer and Chief A ...
Sysco Names Kyndryl Inaugural Tech Partner of the Year
Prnewswire· 2025-10-14 13:00
Award recognizes Kyndryl's role in accelerating Sysco's IT modernization, strengthening reliability and efficiency across the foodservice supply chain , /PRNewswire/ -- Sysco (NYSE: SYY), the global leader in selling, marketing and distributing food and related products to customers who prepare meals away from home, and Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced that Kyndryl has been named Sysco's inaugural Tech Partner of the Year. The recogni ...
Here’s Kingdom Capital Advisors’ Updates on United Natural Foods (UNFI)
Yahoo Finance· 2025-10-14 11:50
Group 1: Kingdom Capital Advisors Performance - Kingdom Capital Advisors reported a portfolio recovery in Q3 2025, achieving a composite return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio compounded at 21.06% (net of fees), significantly higher than the Russell 2000 TR (4.60%), S&P 500 TR (11.46%), and NASDAQ 100 TR (13.48%) [1] Group 2: United Natural Foods, Inc. (UNFI) Highlights - United Natural Foods, Inc. (NYSE:UNFI) demonstrated a one-month return of 42.11% and a 52-week gain of 98.65%, closing at $41.34 per share with a market capitalization of $2.404 billion on October 13, 2025 [2] - The company faced a cyber-attack that impacted its distribution network for over 10% of the recent quarter, yet management exceeded sales guidance, showcasing strong execution under pressure [3] - Management's guidance for FY26 anticipates $300 million in free cash flow from operations and an additional $150 million from cyber insurance and asset sales, with UNFI trading below 6x EV/EBITDA, indicating a discount compared to peers [3] Group 3: Hedge Fund Interest and Investment Outlook - United Natural Foods, Inc. was held by 27 hedge fund portfolios at the end of Q2 2025, an increase from 26 in the previous quarter, indicating growing interest [4] - Despite the potential of UNFI as an investment, certain AI stocks are considered to offer greater upside potential and lower downside risk [4]
ClearBridge Mid Cap Strategy Q3 2025 Commentary
Seeking Alpha· 2025-10-14 05:50
Market Overview - Mid-cap stocks advanced in Q3, with the Russell Midcap Index returning 5.3%, driven by monetary policy shifts and stabilizing earnings [2] - Value stocks outperformed growth stocks, with the Russell Midcap Value Index returning 6.2% compared to 2.8% for the Russell Midcap Growth Index [2] Policy and Sentiment - Investor sentiment improved due to the passage of the One Big Beautiful Bill and progress on trade agreements, reducing policy uncertainty [3] - Earnings estimates stabilized, particularly in technology and AI sectors, despite some economic segments remaining weak [3] Portfolio Performance - The ClearBridge Mid Cap Strategy outperformed its benchmark, with strong stock selection in consumer staples and health care [4] - Performance Food Group and Casey's General Stores were key contributors, benefiting from strategic initiatives and strong execution [4] Sector Contributions - Health care was a significant driver of outperformance, with companies like argenx and Alnylam Pharmaceuticals showing strong results [5] - AppLovin's stock rallied due to excitement around its new e-commerce business, indicating potential for cash flow growth [6] Challenges - Stock selection in consumer discretionary and materials sectors posed challenges, with Chewy and Crown Holdings underperforming [7][8] New Positions - A new position was initiated in QXO, a building materials distribution platform, expected to consolidate the industry and improve efficiency [9] - Bio-Techne was also added to the portfolio, capitalizing on recent weakness and offering durable revenue streams [10] Exits - The position in ATS Corporation was exited due to leadership changes raising concerns about future performance [11] Outlook - The outlook for mid-cap equities remains constructive, with expectations for selective stock picking amid potential volatility [13] - The focus will be on businesses with competitive advantages and resilient cash flows [14] Portfolio Highlights - The ClearBridge Mid Cap Strategy saw contributions from 10 of 11 sectors, with IT and industrials being the largest contributors [16] - Stock selection in consumer staples, IT, and health care sectors positively impacted performance, while consumer discretionary and materials sectors detracted [17]
Here’s What Would Be Fruitful for Calavo’s (CVGW) Earnings Potential
Yahoo Finance· 2025-10-13 12:00
Heartland Advisors, an investment management company, released its “Heartland Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Small-cap companies started to rebound in the quarter, with the Heartland Value Fund gaining 10.04% compared to a 12.60% return for the Russell 2000® Value Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor letter, Heartland Value Fund highlighted stocks suc ...
Will Archer Daniels' Strategic Moves & Cost Savings Aid Growth?
ZACKS· 2025-10-08 18:35
Core Insights - Archer Daniels Midland Company (ADM) is focused on optimizing its organizational and operational structure across Human and Animal Nutrition, managing productivity and innovation while addressing food security, health, and wellbeing trends [1][2] - The company is making targeted investments to bolster growth and differentiation, including plant digitization and decarbonization solutions [4][5] Financial Performance - In Q2 2025, ADM's Nutrition segment saw a 4.5% increase in revenues year over year, with a 5% rise in operating profit, driven by strong growth in Flavors and Animal Nutrition portfolios [3][10] - The Zacks Consensus Estimate for ADM's 2025 earnings per share (EPS) indicates a year-over-year decline of 15.8%, while 2026 shows a growth of 21.3% [11] Strategic Initiatives - ADM is expanding its alternative protein capabilities and adapting to changing consumer nutritional preferences as part of its strategic pillars [2] - The company aims to achieve $500-$750 million in cost savings over the next three to five years through operational improvements and efficiency initiatives [5][10] Market Position - ADM's shares have gained 24.5% year to date, outperforming the industry's growth of 6.7% [8] - The company trades at a forward price-to-earnings ratio of 13.5X, slightly below the industry average of 13.84X [9]