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X @Bloomberg
Bloomberg· 2025-12-16 13:18
A long-running family feud for control of the $8 billion-a-year Market Basket grocery chain in New England is about to take center stage at a trial https://t.co/kupTWkrXYW ...
Top 3 Defensive Stocks That Could Blast Off In December
Benzinga· 2025-12-15 10:59
The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold pla ...
Earnings live: Mentions of 'AI' on earnings calls reach peak levels as Oracle gears up to report
Yahoo Finance· 2025-12-05 21:15
Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle (ORCL) is one of them. The Q3 earnings season has largely brought solid results. As of Dec. 5, 99% of S&P 500 companies have reported, according to FactSet data, and analysts estimate a 13.4% jump in earnings per share during the third quarter. If it holds, that figure would mark the fourth straight quarter of double-digit earnings growth and an acceleration from the 12% earnings growth rate repor ...
Grocery space is tough with Walmart doing so well, says Bernstein's Zhihan Ma
CNBC Television· 2025-12-04 19:22
For more, let's bring in Jihan Ma, senior analyst at Bernstein. Uh Jihan, it's great to have you here and of what do you think is going on with Kroger today. Is it that the dollar stores are taking share.>> Well, uh I think there's some grocery specific weakness we're seeing in there, but the dollar stores are broadly speaking having a great year, right. They are benefiting from some unique macro tailwinds including middle to high-inccome consumers trading down including for the more discretionary dollar st ...
U.S. Stock Market Navigates Calm Waters Amid Fed Rate Cut Anticipation and Key Earnings
Stock Market News· 2025-12-04 19:07
The U.S. stock market demonstrated a relatively calm demeanor in afternoon trading on Thursday, December 4, 2025, with major indexes hovering near their all-time highs. This stability comes after a period of volatility, as investors largely anticipate a potential interest rate cut by the Federal Reserve next week. Economic data released today, including jobless claims, presented a mixed picture, further fueling speculation about the Fed's monetary policy direction.Major Market Indexes Show Modest MovementAs ...
SFM vs. OLLI: Which Retail Stock Offers Better Upside for Now?
ZACKS· 2025-11-27 16:01
Core Insights - Consumers are becoming more selective in their spending, benefiting value-focused retailers like Sprouts Farmers Market, Inc. (SFM) and Ollie's Bargain Outlet Holdings, Inc. (OLLI) [1] Summary of Sprouts Farmers Market (SFM) - SFM is experiencing headwinds with slowing comparable sales, shrinking basket sizes, and margin normalization, leading to a forecast of flat to 2% comparable-store growth for Q4 fiscal 2025 [2][4] - Comparable-store sales growth was 5.9%, below management's expectations and significantly lower than the previous quarters' growth of 10.2% and 11.7% [2] - Consumer behavior is shifting, particularly among middle-income and younger shoppers, leading to thinner basket sizes and limiting average unit retail (AUR) growth [3] - Management anticipates gross margin expansion to slow to 20 basis points in Q4, following previous expansions of 60, 90, and 130 basis points [4] - SFM is focusing on product innovation, customer experience, and targeted marketing, with plans to launch about 7,000 new products in 2025 [5] - The company is enhancing its omnichannel strategy, resulting in a 21% year-over-year increase in e-commerce sales, which now account for 15.5% of total sales [6] - Store expansion remains strong, with nine new openings in Q3 and a total of 464 locations, aiming for 37 openings in 2025 [7] Summary of Ollie's Bargain Outlet (OLLI) - OLLI is posting solid sales gains driven by loyal shoppers and brand closeouts, with a strong distribution network and a high-performing loyalty program [9][10] - The loyalty program, Ollie's Army, has over 16 million active members, contributing over 80% of total sales and driving a 5% increase in comparable store sales [11] - OLLI's merchandising strategy focuses on brand-name closeouts, allowing it to consistently offer recognized brands at attractive prices, enhancing customer loyalty [12] - The company is expanding its distribution infrastructure to support future store count increases, reducing long-term logistical risks [13] - OLLI aims to have over 1,300 stores, achieving a compound annual growth rate (CAGR) of 9.5% from 388 stores in fiscal 2020 to 559 stores in fiscal 2024 [14] Financial Performance and Valuation - The Zacks Consensus Estimate for SFM indicates year-over-year growth of 14.2% in sales and 40.5% in EPS, with a current EPS estimate of $5.27 [15] - OLLI's consensus estimates show year-over-year increases of 16.4% in sales and 16.5% in EPS, with an unchanged EPS estimate of $3.82 [16] - Over the past year, SFM shares have declined by 45.2%, while OLLI shares have gained 23.9%, reflecting differing operational momentum and market perceptions [19] - SFM is trading at a forward price-to-sales (P/S) multiple of 0.85, while OLLI's forward P/S multiple is 2.61 [19] Investment Outlook - OLLI is viewed as better positioned for investors seeking upside, benefiting from a favorable closeout environment and a highly engaged customer base, while SFM faces challenges with slowing sales and margin pressures [20]
Sprouts Farmers Market: Differentiated Grocer, Mispriced Stock - Buy (NASDAQ:SFM)
Seeking Alpha· 2025-11-19 23:48
Core Insights - Sprouts Farmers Market, Inc. (SFM) is a small U.S. grocery chain focusing on natural, organic, and health-oriented products sold at fair prices [1] Company Overview - SFM operates over 440 stores across the United States [1] - The company emphasizes long-term value investing principles while adapting to dynamic market realities [1] Analyst Perspective - The analyst holds a beneficial long position in SFM shares through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2]
Sprouts Farmers Market: Differentiated Grocer, Mispriced Stock - Buy
Seeking Alpha· 2025-11-19 23:48
Core Insights - Sprouts Farmers Market, Inc. (SFM) is a small U.S. grocery chain focusing on natural, organic, and health-oriented products at fair prices [1] Company Overview - SFM operates over 440 stores across the United States [1] - The company emphasizes long-term value investing principles while adapting to dynamic market realities [1] Analyst Position - The analyst holds a beneficial long position in SFM shares through stock ownership, options, or other derivatives [2]
X @Bloomberg
Bloomberg· 2025-11-18 15:02
Ocado’s shares slump after its biggest customer, US grocer Kroger, said its automated warehouse network is falling short of financial expectations and announced the closure of three sites https://t.co/8fJ2pQ097z ...
Amazon unveils latest move to keep customers from shopping elsewhere
TechXplore· 2025-11-07 13:20
Core Insights - Amazon is experimenting with a new concept at Whole Foods to enhance the shopping experience by integrating name-brand items alongside organic products [2][4] - A 10,000-square-foot micro fulfillment center has been established within Whole Foods to allow customers to order non-organic items via QR codes and pick them up in-store [3][4] - Amazon aims to retain customers by providing a one-stop shopping experience, reducing the likelihood of them shopping at competing stores [4] Company Strategy - Amazon's grocery business, excluding Whole Foods and Amazon Fresh, generated over $100 billion in gross sales over the past year, positioning it among the top three grocery retailers in the U.S. [6] - The company is expanding Whole Foods and has launched smaller store formats for urban areas, indicating a strategic move to capture more market share [6][7] - Amazon's broader strategy includes competing with major players like Walmart and enhancing its physical store presence through Amazon Fresh and Amazon Go [5]