Key Takeaways POST, CARG, and KOP were screened for strong efficiency metrics beating industry averages. Efficiency ratios used include asset utilization, inventory turnover, and operating margin. POST, CARG, and KOP posted earnings surprises of 22.9%, 11.8%, and 6.0%, respectively.Efficiency level measures a company’s capability to transform available input into output and is often considered an important parameter for gauging its potential to make profits. A company with a high efficiency level is expec ...

Core Viewpoint - Conagra Brands (CAG) is expected to report a decline in quarterly earnings and revenues, with analysts adjusting their estimates downward over the past month [1][2]. Financial Performance - Quarterly earnings are predicted to be $0.59 per share, a decrease of 3.3% year-over-year [1]. - Revenues are forecasted at $2.85 billion, reflecting a year-over-year decrease of 1.8% [1]. Analyst Revisions - The consensus EPS estimate has been adjusted downward by 2% over the past 30 days, indicating a reassessment by covering analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Sales Projections - 'Sales- Grocery & Snacks' are expected to reach $1.18 billion, showing a year-over-year increase of 0.7% [5]. - 'Sales- Foodservice' is forecasted at $282.84 million, indicating a decline of 2.9% from the prior year [5]. - 'Sales- International' is projected to be $228.22 million, reflecting a significant decrease of 14.5% year-over-year [5]. Operating Profit Estimates - 'Adjusted Operating Profit (loss)- Grocery & Snacks' is estimated at $256.07 million, slightly up from $255.40 million a year ago [8]. - 'Adjusted Operating Profit (loss)- Refrigerated & Frozen' is projected at $171.73 million, down from $189.70 million in the same quarter last year [8]. - 'Adjusted Operating Profit (loss)- Foodservice' is expected to be $38.03 million, down from $39.70 million year-over-year [9]. - 'Adjusted Operating Profit (loss)- International' is estimated at $29.74 million, slightly up from $28.90 million a year ago [9]. Stock Performance - Over the past month, shares of Conagra Brands have declined by 5.7%, contrasting with a 5.2% increase in the Zacks S&P 500 composite [10]. - Conagra Brands currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near future [10].

Core Viewpoint - Karat Packaging Inc. has announced the pricing of a secondary offering of 1,500,000 shares at $27.00 per share, with an additional option for underwriters to purchase 225,000 shares [1][2]. Company Overview - Karat Packaging Inc. is a specialty distributor and manufacturer of disposable foodservice products, including food containers, bags, tableware, cups, and eco-friendly products under the Karat Earthline brand [5]. - The company primarily serves national and regional restaurants and foodservice settings across the United States, offering customized solutions such as product development and logistics services [5]. Offering Details - The secondary offering is set to close on June 12, 2025, pending customary closing conditions, and the company will not receive any proceeds from the sale of shares by the Selling Stockholders [1]. - The offering is conducted under a shelf registration statement filed with the SEC, which was declared effective on March 28, 2025 [3]. - BofA Securities and William Blair & Company are acting as joint lead book-runners for the offering [2].

Performance Food Group Company (PFGC) 2025 Investor Day May 28, 2025 09:00 AM ET Speaker0 Good morning, and thank you for joining PFG's twenty twenty five Investor Day. I'm Bill Marshall, Senior Vice President of Investor Relations. We have a great lineup of presentations for you today. But before, we get started, a few remarks and housekeeping items. Our program will run for about three hours, which includes plenty of time for questions following our prepared remarks. We will try to address as many questio ...

INVESTOR DAY 2025 BILL MARSHALL Senior Vice President, Investor Relations 1 Welcome & Introduction | Bill Marshall | SVP, Investor Relations AGENDA 2 Strategic Roadmap to Success | George Holm | Chairman & CEO 3 Strategy and M&A | Liz Mountjoy | SVP, Strategy & M&A 4 Differentiated Value Proposition| Scott McPherson | President & COO 5 People & Culture | Erika Davis | EVP & CHRO 6 Operational Excellence | Scott McPherson | President & COO 7 Financial Overview | Patrick Hatcher | EVP & CFO 8 Q&A Session Feed ...

Wall Street analysts forecast that Hormel Foods (HRL) will report quarterly earnings of $0.35 per share in its upcoming release, pointing to a year-over-year decline of 7.9%. It is anticipated that revenues will amount to $2.9 billion, exhibiting an increase of 0.6% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to ...

For the quarter ended March 2025, Post Holdings (POST) reported revenue of $1.95 billion, down 2.4% over the same period last year. EPS came in at $1.41, compared to $1.51 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.98 billion, representing a surprise of -1.28%. The company delivered an EPS surprise of +19.49%, with the consensus EPS estimate being $1.18.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

The Middleby Corporation (MIDD) reported first-quarter 2025 adjusted earnings of $2.08 per share, which beat the Zacks Consensus Estimate of $1.94. The bottom line increased 10.1% year over year due to lower costs.Net revenues of $906.6 million missed the consensus estimate of $941 million. The top line decreased 2.2% year over year. Organic sales decreased 3.8%. Acquired assets increased sales by 2.4%, while movements in foreign currencies had a negative impact of 0.8%. (Find the latest EPS estimates and s ...

Here is how Middleby performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Middleby here>>> Shares of Middleby have returned +8.2% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Middleby (MIDD) reported $906.63 million in revenue for the quarter ended M ...

Financial Performance - Middleby's Q1 2025 net sales decreased by 2.2% to $906.6 million, compared to $926.9 million in Q1 2024[8] - Adjusted EBITDA for Q1 2025 was $182.1 million, a decrease of 2.0% compared to $185.8 million in Q1 2024[8] - Operating cash flow remained relatively stable at $141.1 million in Q1 2025, compared to $140.9 million in Q1 2024[8] - Middleby repurchased $29 million of common stock in Q1 2025 and an additional $21 million to date in Q2 2025[25] Segment Performance - Commercial Foodservice net sales decreased by 3.2% to $562.7 million in Q1 2025[13] - Residential Kitchen net sales increased by 1.2% to $176.0 million in Q1 2025[16] - Food Processing net sales decreased by 2.2% to $167.9 million in Q1 2025[19] Strategic Initiatives - Middleby plans to allocate the vast majority of free cash flow to share repurchases, aiming to reduce outstanding shares by 6–8% annually[2] - The company is targeting a leverage ratio of 2.0–2.5x[2] - Middleby is progressing with the Food Processing spin-off, targeted for completion by early 2026[4] - Preliminary tariff cost effect is projected to be $150–200 million annually, with China representing roughly 50% of the identified cost exposure[3] Regional Performance - In Commercial Foodservice, U S and Canada revenue was $413.9 million, a decrease of 2.8%[14] - In Residential Kitchen, U S and Canada revenue was $112.9 million, an increase of 5.5%[17] - In Food Processing, U S and Canada revenue was $93.2 million, a decrease of 10.2%[20]