Management reiterated confidence in longer-term targets disclosed previously, emphasizing a combination of market share gains, margin enhancement and operating leverage. McPherson also pointed to technology as an area of personal focus, alongside continued organic growth and acquisitions.McPherson opened the call by recognizing Holm’s retirement after nearly 25 years with the company and said Holm will remain active as executive chair, particularly in strategic M&A, customer relationships, and overarching s ...

Core Insights - Barlow Wealth Partners, LLC has completely liquidated its position in Sprouts Farmers Market, selling all 154,705 shares for an estimated value of $16.72 million based on quarterly average pricing [2][3][10] Company Overview - As of January 14, 2026, Sprouts Farmers Market shares were priced at $81.42, reflecting a 41.03% decline over the past year and underperforming the S&P 500 by 59.58 percentage points [4] - The company has a market capitalization of $7.93 billion, with a trailing twelve months (TTM) revenue of $8.65 billion and a net income of $513.45 million [5] - Sprouts Farmers Market operates over 370 stores across 23 U.S. states, focusing on fresh, natural, and organic food products [6][11] Transaction Impact - The liquidation of Sprouts Farmers Market shares resulted in a quarter-end position value decrease of $16.72 million, indicating a significant reduction in reported assets for Barlow Wealth Partners [3][7] - The sold position previously represented 1.9% of the fund's assets under management (AUM) [7] Competitive Position - Following the sale, Sprouts Farmers Market no longer represents any portion of Barlow Wealth Partners' 13F AUM, with the fund's top holdings now including major tech companies like Google, Microsoft, and Nvidia [4][8]

Financial Data and Key Metrics Changes - The company reported a revenue capacity of approximately $200 million, with expectations to double this figure due to recent expansions and renovations of facilities [36] - Gross margin has improved significantly from 11.9% to consistently in the mid- to high 20s%, with a peak of 30% [37] Business Line Data and Key Metrics Changes - The company has expanded its presence from about 8,000 stores to approximately 15,000 stores, with an increase in the average number of items sold per store from under five to around seven [15][16] - The company has successfully entered new retail partnerships, including Target and Food Lion, and is now present in every Costco, BJ's, and half of Walmart locations [15][16] Market Data and Key Metrics Changes - The deli category, where the company operates, is valued at $60 billion and has shown growth, with the category growing 4% this year [4][8] - The company noted that the deli category is one of the most profitable parts of grocery stores, with margins often exceeding 50% for retailers [9][10] Company Strategy and Development Direction - The company aims to create a one-stop shop in the deli space, capitalizing on the fragmented market and focusing on expanding its product offerings [4] - The management team has been overhauled to include experienced professionals from leading companies, enhancing operational capabilities and strategic execution [6][7] Management's Comments on Operating Environment and Future Outlook - The management expressed optimism about the deli category's growth, noting that it is outperforming other retail segments amid economic challenges [8][9] - The company is targeting a billion-dollar revenue goal, with plans for organic growth and strategic acquisitions to reach this target [43] Other Important Information - The company has implemented significant operational improvements, including insourcing functions that have positive margin implications [39] - The management emphasized the importance of partnerships with retailers and the flexibility in product branding to drive sales [24][25] Q&A Session Summary Question: How is the Costco partnership performing? - The company reported strong performance in Costco, with sales increasing from $540,000 in the first year to $10 million last year, and achieving $10 million in Q1 this year alone [33] Question: What are the long-term growth targets? - The company aims for a billion-dollar business, with half of the growth expected to be organic and the other half through acquisitions, targeting $500 million in revenue from M&A [43] Question: What is the expected EBITDA margin at scale? - The management anticipates achieving mid-teens EBITDA margins once the company reaches scale [45]

Core Insights - The Federal Reserve has reduced interest rates by 25 basis points, bringing the federal funds rate to a target range of 3.5% to 3.75% [1] - The transition in leadership at the Federal Reserve in 2026 introduces uncertainty regarding future interest rate policies [4][5][8] Consumer Staples and Utilities Sector - Stocks in the Zacks Consumer Staples and Utilities sectors are recommended due to their lower volatility amid current market uncertainty [2][9] - Notable consumer staples stocks include Monster Beverage (MNST) and Mama's Creations, Inc. (MAMA), both rated Zacks Rank 1 (Strong Buy) [2][11] - Utilities stocks such as Dominion Energy (D), Ameren Corporation (AEE), and Sempra Energy (SRE) hold Zacks Rank 2 (Buy) and are expected to perform well [2][11] Low-Beta Stocks - The highlighted stocks are categorized as low-beta stocks, indicating they are less volatile compared to the broader market [3][12] - These stocks are projected to show earnings growth in 2026, supported by favorable Zacks Ranks [3] Individual Stock Performance - **Monster Beverage**: - Beta of 0.48, long-term earnings growth of 16.81%, and 2026 sales estimate of $9 billion reflecting a growth of 9.48% [16][17] - **Mama's Creations**: - Beta of 0.79, long-term earnings growth of 4.35%, and 2026 sales estimate of $218.2 million reflecting a growth of 26.49% [18][19] - **Dominion Energy**: - Beta of 0.70, long-term earnings growth of 10.26%, and 2026 sales estimate of $16.48 billion reflecting a growth of 5.14% [20][21] - **Ameren Corporation**: - Beta of 0.57, long-term earnings growth of 8.52%, and 2026 sales estimate of $9.71 billion reflecting a growth of 6.33% [22][23] - **Sempra Energy**: - Beta of 0.73, long-term earnings growth of 7.33%, and 2026 sales estimate of $14.74 billion suggesting growth of 8.5% [24][25]

Company Overview - Sysco Corporation (SYY) is valued at $35.6 billion and is a leading American multinational food-service distribution company headquartered in Houston, Texas, distributing a wide range of food and related products globally [1] Earnings Expectations - Analysts expect Sysco to report a profit of $0.97 per share for the fiscal second quarter, reflecting a 4.3% increase from $0.93 per share in the same quarter last year [2] - For the full fiscal year, analysts anticipate an EPS of $4.56, which is a 2.2% increase from $4.46 in fiscal 2025, with expectations of a further rise to $5 in fiscal 2027, representing a 9.7% year-over-year growth [3] Stock Performance - Sysco's stock has decreased by 4.2% over the past year, underperforming the S&P 500 Index, which gained 14.8%, and the Consumer Staples Select Sector SPDR Fund, which saw a 1.7% loss [4] - The decline in stock performance is attributed to slower growth and margin pressures rather than structural issues within the company, with reduced traffic at restaurants impacting volume growth and ongoing inflation in food, labor, and logistics costs affecting margins [5] Analyst Ratings - The consensus opinion among analysts on Sysco stock is moderately bullish, with a "Moderate Buy" rating overall; out of 16 analysts, 10 recommend a "Strong Buy" and 6 suggest a "Hold" [6] - The average analyst price target for Sysco is $87.64, indicating a potential upside of 18% from current levels [6]

Core Viewpoint - Fresh is a lightweight terminal editor that offers a modern and intuitive editing experience similar to VS Code and Sublime Text, eliminating the need to remember complex commands for smooth editing [3]. Features - Fresh can handle multi-GB files with minimal memory usage and zero input delay, making it efficient for large file editing [5][10]. - It incorporates features from modern IDEs, including multi-cursor support, smart indentation, batch commenting, incremental search, global replace, and Git integration [6][10]. - The editor supports LSP (Language Server Protocol), providing professional-level features such as definition jumping, inline code diagnostics, and hover documentation [11]. User Experience - Fresh offers familiar keyboard shortcuts, complete mouse support, a visual menu, and a command palette for easy navigation [6][7]. - It includes a built-in file browser and terminal window, enhancing usability [7]. Installation - Fresh supports various operating systems, including macOS and multiple Linux distributions, with installation options like Homebrew, AppImage, Flatpak, and direct binary downloads [15][16][17].

Core Insights - United Natural Foods, Inc. (UNFI) presented an updated long-term value creation framework during its 2025 Investor Day, focusing on profitable growth, improved operational execution, and stronger free cash flow through fiscal 2028 [1] Financial Outlook - UNFI introduced a revised financial framework with targets through fiscal 2028, expecting revenues to grow at a low single-digit average annual growth, reaching approximately $33 billion by fiscal 2028 [5] - Adjusted EBITDA is projected to rise at a low double-digit annual pace, targeting around $800 million in fiscal 2028 [5] - Free cash flow is anticipated to average about $300 million annually from fiscal 2026 to fiscal 2028 [5] Operational Improvements - The company has strengthened its balance sheet and operational footprint, creating a clearer path to steady growth and stronger cash generation [2] - UNFI is advancing supply-chain modernization efforts with a focus on data-driven systems, network efficiency improvements, and Lean Daily Management practices [4] - Ongoing initiatives include expanding services for retailers and suppliers, enhancing digital capabilities, and modernizing the distribution network [3][4] Competitive Position - UNFI's priorities include strengthening its competitive position while generating the necessary cash to reinvest in its network and operating capabilities [6] - The company is pursuing productivity gains through tighter SG&A control and waste-reduction efforts [9] Stock Performance - UNFI shares have lost 20.6% in the past month, underperforming the broader Consumer Staples sector and the S&P 500 index [7]

Core Viewpoint - The Sprouts Farmers Market, Inc. is facing a class action lawsuit alleging that the company and its executives misrepresented its financial stability and growth prospects during a period of macroeconomic pressure, leading to significant stock price declines after disappointing earnings announcements [1][3][4]. Company Overview - Sprouts Farmers Market, Inc. engages in the retailing of fresh, natural, and organic food products [2]. Allegations of the Lawsuit - The lawsuit claims that during the class period, Sprouts created a false impression of its resilience against macroeconomic pressures and overstated its growth projections, which ultimately did not materialize [3]. - On October 29, 2025, Sprouts reported disappointing third-quarter results, with comparable store growth falling below expectations, and subsequently lowered its fourth-quarter guidance and full-year estimates, leading to a stock price drop of over 26% [4]. Legal Process - Investors who purchased or sold put options on Sprouts securities during the class period can seek to be appointed as lead plaintiff in the class action lawsuit, representing the interests of all class members [5].

Core Viewpoint - The Sprouts Farmers Market, Inc. is facing a class action lawsuit alleging violations of the Securities Exchange Act of 1934, with claims that the company misrepresented its financial stability and growth prospects during a challenging macroeconomic environment [1][3]. Group 1: Class Action Lawsuit Details - The class action lawsuit is titled "Singh Family Revocable Trust u/a dtd 02/18/2019 v. Sprouts Farmers Market, Inc." and includes purchasers of Sprouts securities from June 4, 2025, to October 29, 2025 [1][2]. - Investors have until January 26, 2026, to seek appointment as lead plaintiff in the lawsuit [1]. Group 2: Allegations Against Sprouts - The lawsuit alleges that Sprouts and its executives created a false impression of the company's resilience against macroeconomic pressures and overstated its growth potential [3]. - It is claimed that Sprouts' consumer base was not as resilient as suggested, leading to reduced spending and an inability to meet growth projections [3][4]. - On October 29, 2025, Sprouts reported disappointing third-quarter results, with comparable store growth falling below expectations, and subsequently lowered its full-year estimates [4]. Group 3: Legal Process and Representation - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Sprouts securities during the class period to seek lead plaintiff status, which involves directing the lawsuit on behalf of all class members [5]. - The lead plaintiff can choose a law firm to represent the class, and participation as lead plaintiff does not affect an investor's ability to share in any potential recovery [5]. Group 4: About Robbins Geller - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [6]. - The firm has been recognized for its significant recoveries in securities class action cases, including the largest recovery in history of $7.2 billion in the Enron case [6].

Core Viewpoint - The Sprouts Farmers Market, Inc. is facing a class action lawsuit due to allegations of misleading investors regarding its financial stability and growth prospects during a challenging macroeconomic environment [3][4]. Group 1: Class Action Lawsuit Details - The class action lawsuit is titled "Singh Family Revocable Trust u/a dtd 02/18/2019 v. Sprouts Farmers Market, Inc." and was filed in the District of Arizona [1]. - Investors who purchased Sprouts securities or sold put options between June 4, 2025, and October 29, 2025, can seek to be appointed as lead plaintiff by January 26, 2026 [1][5]. - The lawsuit alleges that Sprouts and its executives misrepresented the company's resilience against macroeconomic pressures and overstated its growth potential [3][4]. Group 2: Financial Performance and Impact - On October 29, 2025, Sprouts reported disappointing third-quarter results, with comparable store growth falling below expectations [4]. - The company also lowered its fourth-quarter guidance and full-year estimates, attributing these changes to "challenging year-on-year comparisons" and signs of a softening consumer [4]. - Following the announcement of these results, Sprouts' stock price dropped by more than 26% [4]. Group 3: Legal Representation and Firm Background - Robbins Geller Rudman & Dowd LLP is representing investors in this class action lawsuit and is recognized as a leading law firm in securities fraud litigation [6]. - The firm has secured over $2.5 billion for investors in securities-related class action cases in 2024, highlighting its significant track record in this area [6].