Key Takeaways Brokers favor Zumiez, Beachbody, CVR Energy, Civitas Resources, and Adient as 2025 nears its end. These stocks show strong earnings estimate revisions and improving broker recommendations. All five also meet strict valuation, volume, and market cap criteria in a custom screening strategy. The year 2025 has seen extreme volatility grip the broader equity markets. Tariff-related woes, inflation, softening job growth and geopolitical tensions have mainly resulted in this uncertain scenario.Howeve ...

Core Insights - Health and fitness companies are experiencing consistent demand driven by global awareness of health issues and the importance of physical fitness, supported by rising lifestyle-related diseases and preventive healthcare emphasis [3] - The growth of the health and fitness sector is bolstered by diverse revenue streams, including subscriptions, product sales, and services, making it attractive for long-term investors [4] Company Summaries NIKE Inc. (NKE) - NIKE is benefiting from the execution of its "Win Now" strategy and recovery in wholesale orders, which may lead to revenue acceleration in fiscal 2026 [8] - The "Win Now" strategy aims to restore brand momentum and includes five key actions: culture, product, marketing, marketplace, and ground game [10] - NIKE's expected revenue and earnings growth rates are -1.3% and -21.8%, respectively, for the current year, with a 1.2% improvement in the Zacks Consensus Estimate for current-year earnings over the past 60 days [11] Sprouts Farmers Market Inc. (SFM) - Sprouts Farmers is focused on product innovation, e-commerce, and expanding private label offerings, which strengthens its position in the natural and organic grocery space [12] - Investments in supply chain modernization and self-distribution are expected to enhance freshness and operational efficiency, while new store formats broaden geographic reach [13] - SFM's expected revenue and earnings growth rates are 15.7% and 40.8%, respectively, for the current year, with a 0.8% improvement in the Zacks Consensus Estimate for current-year earnings over the past 30 days [14] Peloton Interactive Inc. (PTON) - Peloton offers fitness products accessible through various devices, providing a comprehensive slate of fitness offerings [15] - Peloton's expected revenue and earnings growth rates are -1.8% and more than 100%, respectively, for the current year, with the Zacks Consensus Estimate for current-year earnings improving by more than 100% over the last 60 days [16]

Core Insights - Garmin has launched the Blaze™ equine wellness system, a tail wrap and sensor designed to monitor horse health and fitness, aiding riders, horse owners, and trainers in making informed decisions [1][2][3] Product Features - The Blaze system includes a durable, washable neoprene wrap with adjustable straps and a removable, rechargeable sensor that uses advanced algorithms to monitor health and motion [3] - The sensor offers up to 25 hours of battery life and can be easily removed for cleaning and charging [5] - The system is priced at $599.99 and is currently available for purchase [5] Data Insights - The Blaze app provides real-time insights on heart rate, strides, gait, distance, and average skin temperature changes, which can indicate activity levels or potential illness [8] - Users can review post-activity data, including recovery rates and time spent in heart rate zones, and create individual profiles for multiple horses [8] - The system includes a heat score feature that assesses riding safety based on current air temperature and humidity [8]

Industry Overview - Health and fitness companies focus on improving physical well-being through products and services such as gym memberships, fitness equipment, nutritional supplements, and wellness programs [1] - The industry benefits from consistent demand driven by growing global awareness of health issues and the importance of physical fitness, supported by rising rates of lifestyle-related diseases and a growing emphasis on preventive healthcare [3] - Diverse revenue streams, including subscriptions, product sales, and services, make the health and fitness sector attractive to investors seeking long-term gains [4] Investment Opportunities - Five recommended stocks in the health and fitness space with favorable Zacks Rank include Sprouts Farmers Market Inc. (SFM), DexCom Inc. (DXCM), Hims & Hers Health Inc. (HIMS), United Natural Foods Inc. (UNFI), and GoodRx Holdings Inc. (GDRX) [2] Company Highlights Sprouts Farmers Market Inc. (SFM) - Focus on product innovation, e-commerce, private label offerings, and targeted marketing has led to better-than-expected fourth-quarter 2024 results, with both top and bottom lines growing year over year [6] - Expected net sales growth of 10.5% to 12.5% and comparable store sales increase of 4.5% to 6.5% for 2025 [7] - Projected revenue and earnings growth rates of 13.7% and 33.6%, respectively, for the current year [8] DexCom Inc. (DXCM) - Benefiting from strong contributions from the Sensor segment and both domestic and international revenue growth [10] - Expected revenue and earnings growth rates of 14.3% and 23.2%, respectively, for the current year [11] Hims & Hers Health Inc. (HIMS) - Addresses a $360 million U.S. total addressable market across various healthcare specialties, with over 2 million subscribers driving recurring revenues [12] - Expected revenue and earnings growth rates of 58.5% and more than 100%, respectively, for the current year [13] United Natural Foods Inc. (UNFI) - Demonstrating strong growth supported by wholesale momentum and demand for natural and organic products [14] - Expected revenue and earnings growth rates of 1.9% and more than 100%, respectively, for the current year [16] GoodRx Holdings Inc. (GDRX) - Offers a price comparison platform for prescription drugs, enabling consumers to save on purchases [17] - Expected revenue and earnings growth rates of 4% and 14.7%, respectively, for the current year [19]

Market Overview - Wall Street has experienced significant volatility in 2025, with all three major stock indexes (Dow, S&P 500, Nasdaq Composite) in negative territory year to date [1] - Small-cap benchmarks (Russell 2000, S&P 600) and mid-cap-specific S&P 400 Index are also in the red year to date [1] High-Performing Mid-Cap Stocks - Despite market headwinds, five mid-cap stocks have provided over 25% returns year to date: ADMA Biologics Inc. (ADMA), FirstCash Holdings Inc. (FCFS), Stride Inc. (LRN), Life Time Group Holdings Inc. (LTH), and National Fuel Gas Co. (NFG) [2] - These stocks exhibit strong revenue and earnings growth potential for 2025, with positive earnings estimate revisions over the last 60 days [3] ADMA Biologics Inc. - ADMA Biologics specializes in plasma-based biologics for treating and preventing infectious diseases, targeting immune-compromised individuals [7][8] - Expected revenue growth rate is 16.3% and earnings growth rate is 44.9% for the current year, with a 2.9% improvement in earnings estimates over the last 60 days [9] FirstCash Holdings Inc. - FirstCash operates retail pawn stores across the U.S., Mexico, and Latin America, providing loans against personal property and retailing forfeited merchandise [10][11] - Expected revenue growth rate is 0.2% and earnings growth rate is 17.2% for the current year, with a 2.6% improvement in earnings estimates over the last seven days [13] Stride Inc. - Stride is a technology-based education service company offering online curriculum and educational services [14] - Expected revenue growth rate is 14.9% and earnings growth rate is 48.4% for the current year, with a 4.3% improvement in earnings estimates over the last 30 days [16] Life Time Group Holdings Inc. - Life Time provides health, fitness, and wellness experiences, operating various fitness and recreation centers [17][18] - Expected revenue growth rate is 12.9% and earnings growth rate is 37.9% for the current year, with a 6.5% improvement in earnings estimates over the last 60 days [19] National Fuel Gas Co. - National Fuel Gas focuses on systematic investments to strengthen operations and reduce emissions, with significant capital investments planned [20][21] - Expected revenue growth rate is 31.5% and earnings growth rate is 39.1% for the current year, with a 1.9% improvement in earnings estimates over the last 60 days [22][23]

Group 1: Apple's AI Health Initiative - Apple is developing an AI agent for health advice under "Project Mulberry," which builds on a previous initiative called "Project Quartz" aimed at health coaching [1][2] - The AI coach will provide personalized health recommendations based on data collected from users' devices, with a potential release coinciding with the iOS 19.4 update in spring or summer of 2025 [2] - The revamped Health app will focus on food tracking, competing with existing platforms like MyFitnessPal and Noom, marking a significant shift in Apple's health strategy [4] Group 2: AI Investment in Healthcare - A report indicates that healthcare firms are increasingly investing in generative AI (GenAI), with 90% of executives expecting positive returns on their investments [5][6] - The majority of healthcare leaders plan to increase their GenAI spending in the coming year, positioning the sector ahead of the cross-industry average in terms of investment optimism [6] - The strategic prioritization of GenAI in operational areas is essential for healthcare businesses to maintain competitiveness [6]