Conagra Brands, Inc. (NYSE:CAG) is included among the 11 Worst Performing Dividend Stocks Year-to-Date. Conagra (CAG) Shares Remain Under Pressure as Goldman Sachs Cuts Target On November 25, Goldman Sachs trimmed the firm’s price target on Conagra Brands, Inc. (NYSE:CAG) to $16 from $18 and maintained a Sell rating on the shares. Conagra Brands, Inc. (NYSE:CAG) is down by nearly 39% since the start of 2025 due to inflationary pressures, low growth, and high debt levels. In fiscal Q1 2026, the company p ...

When I was younger, maybe under age 10, my family frequently opted to drive for vacations or business trips. We might make the trek from the Boston area to Washington, D.C., or head up to other parts of New England at least twice a year. As a kid, those trips meant a lot of time to read, since smartphones weren't a thing back in the early '80s, and the pure joy of stopping for meals on the way. Back then, while McDonald's and Burger King had a big local presence in New England, highways weren't served ...

Core Viewpoint - Nathan's Famous, Inc. has experienced a decline in stock performance following its earnings announcement, with shares down 9.9% since the release of quarterly results, contrasting with a 0.8% gain in the S&P 500 Index during the same period [1] Financial Performance - In the second quarter of fiscal 2026, Nathan's Famous reported an 11.1% increase in revenues to $45.7 million, up from $41.1 million a year earlier, primarily driven by the Branded Product Program [2] - However, income from operations fell 22.1% to $7.5 million from $9.6 million, and net income decreased 13.8% to $5.2 million from $6 million, with diluted earnings per share dropping 14.3% to $1.26 from $1.47 [2] Segment Performance - The Branded Product Program saw revenues rise 18.4% to $29 million from $24.5 million, while product licensing revenue decreased 2.8% to $9.2 million from $9.5 million, and restaurant operations revenue increased 4.9% to $6.8 million from $6.5 million [3] - The Branded Product Program's operating loss was $1.1 million, compared to an operating income of $0.7 million a year earlier, due to a 26.9% increase in the cost of sales [4] Cost Pressures and Profitability - The cost of sales in the Branded Product Program rose significantly, driven by a 20% increase in the average cost per pound of hot dogs, leading to margin compression despite revenue growth [4] - Company-owned restaurants showed better profitability, with sales increasing 5.2% to $5.6 million, and operating income improving 11.9% to $1.9 million [5] Year-to-Date Performance - Year-to-date, the Branded Product Program revenue increased 14.7% to $58.1 million, with hot dog volume up 3% and average selling prices 10% higher, although the average cost per pound of hot dogs was about 16% higher [7] - Franchise-related revenues increased, with franchise restaurant sales rising 5.5% to $38.3 million [8] Management Insights - Management noted ongoing commodity inflation, particularly in beef markets, as a significant factor affecting margins, alongside broader economic factors like inflation and labor cost increases [9] - The importance of licensing partnerships and franchise expansion for long-term growth was emphasized, with the flagship Coney Island locations being key traffic drivers [10] Overall Results and Guidance - The stronger top-line performance was attributed to the Branded Product Program, but significant inflationary pressures on costs led to operating margin compression [11] - Nathan's Famous did not provide formal financial guidance for future periods, maintaining a cautious stance amid ongoing cost pressures and market uncertainties [12] Other Developments - The board declared quarterly dividends of $0.50 per share and a special cash dividend of $2.50 per share, payable in December 2025 [13]

I'm Isaac Stein. I'm 31 years old. I live right here in Washington DC and I am operating a hot dog stand.The name of my stand is Shyers, which is reflective of the fact that I am a lawyer. I write retirement plan regulations. And I am on furlow right now.So, I'm having a grand old time selling hot dogs. When I was uh notified that I was furled, I was back at my office job, but I'd also been doing this hot dog stand for a few weeks. And I just figured I will be notified when I come back.And in the in the int ...

Group 1 - Portillo's CEO Michael Osanloo is departing the company after a long tenure of about seven years, with the board appointing Michael Miles as interim-CEO [4][7] - The company has faced underperformance in its recently opened units in Texas, leading to a reduction in projected openings and a downward revision of same-store sales growth forecast from 1%-3% to a decrease of 1%-1.5% [4][7] - Analyst Sharon Zackfia noted that Osanloo contributed to a 75% increase in store count and improved employee satisfaction, despite facing strategic challenges [5][6] Group 2 - The board, including Miles and other experienced members, will oversee the search for a new permanent CEO in collaboration with an executive search firm [7] - Portillo's stock price has declined by approximately 75% since its IPO, reflecting investor pressure and slow growth in same-restaurant sales [7]

SourceMuskonomy (@muskonomy):🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. https://t.co/IMdzMAPx0L ...

🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. https://t.co/IMdzMAPx0L ...

Core Insights - The annual Berkshire Hathaway meeting attracted 20,000 attendees, highlighting the interest in Warren Buffett's investment strategies [1] - A question regarding Portillo's, a Chicago-based hot dog company, was mistakenly directed at Buffett, as Berkshire Hathaway does not own the company [2][5] - Portillo's stock experienced a 10% increase following the meeting, possibly due to newfound interest from attendees [6] Company Overview - Portillo's is currently valued at a market capitalization of $721 million, with 94 restaurant locations generating $58 million in operating income over the past year [10] - The company trades at 12 times its operating income, indicating it is considered a value stock [10] Growth Potential - Portillo's plans to open 12 new restaurant locations this year, aiming for an annual growth rate of 12% to 15% in its restaurant base [12] - If successful, Portillo's could potentially triple or quadruple in size over the next decade, significantly increasing its profits [13] Investment Appeal - The restaurant industry has historically provided strong investment returns, particularly for companies that grow from regional to national chains [14] - The current valuation of Portillo's presents an attractive opportunity for investors looking for value stocks [14][15]

Core Viewpoint - Portillo's, despite a significant stock decline, shows strong business performance and growth potential, making it an attractive investment opportunity [1][2]. Company Overview - Portillo's originated as a local chain in Chicago, specializing in hot dogs and Italian beef sandwiches, and has a strong local following [3]. - The company was acquired by a private equity firm and went public in 2021, with plans for national expansion [4]. Growth Strategy - Portillo's is expanding its location count by over 10% annually, aiming to exceed 100 locations by the end of 2025, with a long-term goal of nearly 1,000 locations across the U.S. [4]. - The company is focusing on expanding into Sun Belt markets like Arizona, Texas, and Florida, where brand recognition is already established due to the migration of Chicagoans [5]. Financial Performance - Since going public, Portillo's revenue has increased by 43%, with management projecting 11% to 12% revenue growth for 2025 compared to 2024 [5]. - The average unit volume (AUV) for Portillo's is reported at $8.7 million in 2024, which is among the highest in the industry [10]. Comparable-Store Sales - Concerns have arisen regarding Portillo's comparable-store sales growth, which has seen declines in the first three quarters of 2024, with a slight positive growth of 0.4% in Q4 [6][7]. - Management anticipates flat to 2% growth in comparable-store sales for 2025, which is lower than competitors like Chipotle [7]. Long-Term Outlook - Despite current comparable-store sales challenges, the initial high traffic at new locations in new markets is expected to balance out over time, maintaining profitability [9][10]. - If Portillo's continues to grow its locations by 12% annually, it could reach approximately 132 locations and generate around $1.2 billion in revenue, leading to a projected net income of $120 million [13][14]. Investment Potential - The current market cap of Portillo's is approximately $888 million, with a forward price-to-earnings ratio of 7.4, indicating a potentially undervalued stock [14].