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Earnings Durability Forecast Inspires Confidence in Cal-Maine Foods (CALM)
Yahoo Finance· 2026-01-15 08:13
Cal-Maine Foods, Inc. (NASDAQ:CALM) is one of the most promising mid-cap consumer staples stocks under $100. On January 8, Pooran Sharma from Stephens reiterated his stance on Cal-Maine Foods, Inc. (NASDAQ:CALM) with an equal weight rating. He lowered the price target on the stock from $95 to $85, implying 15% upside. Foods to Eat Before a Workout The analyst referred to the company’s Q2 earnings that, despite beating consensus targets, were significantly lower compared to the same period last year. He ...
BROS' Food Pilot Gains Momentum: Can It Unlock Morning-Daypart Growth?
ZACKS· 2025-10-06 14:56
Core Insights - Dutch Bros Inc. (BROS) is strategically expanding its food pilot program to enhance customer engagement during the high-frequency morning daypart, testing an eight-item food menu across 64 locations [1][8] - The initiative is designed with operational efficiency in mind, integrating new equipment to maintain throughput while expanding food offerings [2] - The food pilot is part of a broader strategy that includes digital adoption and loyalty engagement, contributing to a 6.1% same-shop sales growth and a 3.7% increase in transactions in Q2 [3] Company Strategy - The food pilot aims to become a high-margin revenue driver, increasing customer frequency and solidifying BROS' position in the specialty beverage sector [4] - Dutch Bros has a long-term goal of expanding to 7,000 locations nationwide, with a phased rollout of the food program planned for 2026 [4] Competitive Landscape - Starbucks is enhancing its food offerings to drive growth, with over 40% of transactions including food items, demonstrating a successful data-driven approach [5] - Sweetgreen is focusing on food innovation and automation to improve service and expand its menu, positioning itself as a leader in operational precision [6][7] Financial Performance - Dutch Bros shares have declined 3.5% year-to-date, compared to a 6.8% decline in the industry [9] - The company trades at a forward price-to-sales ratio of 4.41X, higher than the industry average of 3.53X [10] - Earnings per share (EPS) estimates for fiscal 2025 and 2026 indicate a year-over-year increase of 38.8% and 27.5%, respectively, with estimates remaining stable over the past month [12]