Core Viewpoint - New York Times Co. (NYT) has shown strong stock performance, with a 3.2% increase over the past month and an 11.8% gain since the start of the year, outperforming both the Zacks Consumer Staples sector and the Zacks Publishing - Newspapers industry [1] Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $0.58 against a consensus estimate of $0.50 in its last earnings report on August 6, 2025 [2] - For the current fiscal year, NYT is projected to achieve earnings of $2.24 per share on revenues of $2.77 billion, reflecting an 11.44% increase in EPS and a 7.08% increase in revenues [3] - The next fiscal year forecasts earnings of $2.40 per share on revenues of $2.95 billion, indicating year-over-year changes of 7.18% and 6.39%, respectively [3] Valuation Metrics - NYT's stock trades at 26 times the current fiscal year EPS estimates, aligning with the peer industry average, while on a trailing cash flow basis, it trades at 22.4 times compared to the peer group's average of 19 times [7] - The stock has a PEG ratio of 1.52, which does not position it among the top value stocks [7] Style Scores and Zacks Rank - NYT has a Value Score of C, with Growth and Momentum Scores rated A, resulting in a combined VGM Score of B [6] - The stock holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8] - NYT meets the criteria for selection based on Zacks Rank and Style Scores, suggesting potential for further stock price appreciation in the near term [9]

Core Insights - New York Times Co. reported quarterly earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and showing an increase from $0.45 per share a year ago, resulting in an earnings surprise of +16.00% [1] - The company achieved revenues of $685.87 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.52% and up from $625.1 million year-over-year [2] - The stock has added approximately 3% since the beginning of the year, while the S&P 500 has gained 7.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.49 on revenues of $683.08 million, and for the current fiscal year, it is $2.14 on revenues of $2.77 billion [7] - The estimate revisions trend for New York Times was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Publishing - Newspapers industry is currently ranked in the top 7% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - Corteva, Inc. has shown strong performance in the Consumer Staples sector, returning approximately 26.3% year-to-date, significantly outperforming the sector average of 2.7% [4] - The Zacks Rank for Corteva, Inc. is currently 2 (Buy), indicating a positive earnings outlook with a 0.9% increase in the consensus estimate for full-year earnings over the past quarter [3] - Corteva, Inc. belongs to the Agriculture - Operations industry, which has an average gain of 9.9% this year, further highlighting its strong performance relative to its industry [5] Group 2 - The Consumer Staples sector, which includes 178 individual stocks, is ranked 14 in the Zacks Sector Rank, reflecting the overall strength of the group [2] - Another notable stock in the Consumer Staples sector is New York Times Co., which has also outperformed the sector with a year-to-date increase of 3.3% [4][6] - The Agriculture - Operations industry, where Corteva operates, currently ranks 191 in the Zacks Industry Rank, indicating a relatively lower position compared to other industries [5]

Company Performance - Corteva, Inc. has returned about 34.4% since the start of the calendar year, outperforming the average gain of 6.6% in the Consumer Staples sector [4] - The Zacks Consensus Estimate for Corteva's full-year earnings has moved 1.3% higher over the past 90 days, indicating improved analyst sentiment and earnings outlook [3] - Corteva belongs to the Agriculture - Operations industry, which has gained about 14.8% so far this year, showing that Corteva is performing better than its industry group [5] Industry Context - The Consumer Staples group currently ranks 14 within the Zacks Sector Rank, which includes 16 different groups [2] - The Agriculture - Operations industry, which includes Corteva, is ranked 229 in the Zacks Industry Rank [5] - Another stock in the Consumer Staples sector, New York Times Co., has a year-to-date return of 8.6% and also holds a Zacks Rank of 2 (Buy) [4][5]

Core Viewpoint - Lee Enterprises reported a quarterly loss of $2.07 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.58, indicating a substantial earnings surprise of -256.90% [1] Financial Performance - The company posted revenues of $137.38 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 3.63% and down from $146.55 million a year ago [2] - Over the last four quarters, Lee Enterprises has consistently failed to surpass consensus EPS and revenue estimates [2] Stock Performance - Lee Enterprises shares have declined approximately 45.1% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.13 on revenues of $147.46 million, and for the current fiscal year, it is -$3.58 on revenues of $587.63 million [7] - The trend of earnings estimate revisions is mixed, which could change following the recent earnings report [6] Industry Context - The Publishing - Newspapers industry, to which Lee Enterprises belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a relatively strong position [8]