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X @Bloomberg
Bloomberg· 2025-09-07 23:18
Morrisons is cutting the prices of hundreds of items as the beleaguered UK grocer attempts to win back shoppers at a time of growing food inflation https://t.co/jbnvHfHR3f ...
X @Bloomberg
Bloomberg· 2025-09-02 20:15
Erewhon, the cult Los Angeles grocery chain, is opening its first New York City tonic bar inside a private West Village padel club. https://t.co/rMEZCg3XQJ ...
Improving Fundamentals Drive New Buybacks for 3 Strong Performers
MarketBeat· 2025-08-29 21:10
Core Viewpoint - Strong stock performance often indicates positive business fundamentals, with share buybacks being a key indicator of management confidence in the company's direction [1] Group 1: Sprouts Farmers Market - Sprouts Farmers Market has achieved a three-year return of approximately 386%, the highest among U.S. large-cap stocks in the consumer staples sector, with a 13% increase in 2025 [2][3] - The company announced a $1 billion share repurchase program, representing about 7.1% of its market capitalization, which will help reduce outstanding shares and boost earnings per share (EPS) [3][4] - Sprouts' free cash flow reached a record $502 million over the last twelve months, supporting its buyback initiatives [4][5] Group 2: Dave - Dave has seen a remarkable share price increase of 421% over the past 52 weeks and 139% in 2025, with Q2 revenue growth accelerating to 64% [6][7] - The company announced a $125 million share buyback program, which is 4.4% of its market capitalization, reflecting significant improvements in its fundamentals [7][8] - Dave's cash from operations hit an all-time high of $192 million, enabling the execution of its buyback program [8] Group 3: GigaCloud Technology - GigaCloud Technology's shares are up 43% in 2025, with a recent $111 million share buyback program representing 11.1% of its market capitalization [10][12] - The company reported a 160% revenue increase in Q2 2025 compared to Q2 2022, with record free cash flow of $162 million [11] - Management aims to reduce stock volatility through buybacks, which have been consistently executed over the past year [11][12] Group 4: Overall Market Trends - The three companies are experiencing significant improvements in their fundamentals, leading to substantial buyback programs as a reward for shareholders [13]
X @Bloomberg
Bloomberg· 2025-08-26 07:22
UK grocery prices rise and young Brits face a hiring drought -- get briefed ahead of your morning calls with The London Rush https://t.co/Bo4epY8HSL ...
X @Bloomberg
Bloomberg· 2025-08-25 23:28
UK grocery prices edged up in August, as bad weather and poor harvests exacerbated the strain of higher operating costs hitting supermarkets https://t.co/bkrivpp5Gl ...
X @Bloomberg
Bloomberg· 2025-08-19 08:46
Shoppers are buying more branded grocery items in the UK, seeking cheaper ways to treat themselves at home rather than spending more to eat out https://t.co/4vE7uPWXVZ ...
Baker: Defensive retailers are doing well, as consumers are spending on needs vs. wants
CNBC Television· 2025-08-18 11:25
I want to start off with you talking about what Courtney was just talking about the the changes in accounting and the way that uh the tariff costs could show up. Is that something that you're looking at as an analyst and kind of digging into the numbers. >> Sure.Absolutely. And it is something that will show up this quarter. Uh in particular when Walmart reports on Thursday, their gross margins are going to look really good because of this rim accounting method.Uh importantly though, Walmart has has talked ...
Amazon's grocery could be a trojan horse to move revenue higher, says Evercore ISI's Mark Mahaney
CNBC Television· 2025-08-14 18:25
this will position Amazon more aggressively against competitors like Walmart, Instacart and DoorDash, all under pressure today, with Instacart falling 15% just since yesterday. Joining us now, Mark Mahaney, head of internet research at Evercore ISI. Mark, great to see you.>> Hey, Melissa. >> Is it as disastrous as the declines we've seen over the past couple of days. I mean, I would imagine with Amazon going in, the only way to compete would be on price.And that could be sort of a race to the bottom for the ...
X @The Wall Street Journal
Expansion Plans - Amazon plans to expand its same-day grocery delivery service to over 2,000 U.S locations by year-end [1]
X @Bloomberg
Bloomberg· 2025-08-13 15:45
Grocery Stocks Fall on Amazon’s Food Delivery Expansion. Hear about it on the Bloomberg Stock Movers report. https://t.co/TJN0kjzqgF ...