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Conagra Brands (CAG) Lags Q4 Earnings and Revenue Estimates
ZACKS· 2025-07-10 20:50
Conagra Brands (CAG) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.08%. A quarter ago, it was expected that this company would post earnings of $0.52 per share when it actually produced earnings of $0.51, delivering a surprise of -1.92%.Over the last four quarters, the company ha ...
Conagra Brands (CAG) Q4 Earnings and Revenues Miss Estimates
ZACKS· 2025-07-10 13:40
Conagra Brands (CAG) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.08%. A quarter ago, it was expected that this company would post earnings of $0.52 per share when it actually produced earnings of $0.51, delivering a surprise of -1.92%.Over the last four quarters, the company ha ...
How is PepsiCo Balancing Volume Declines With Pricing Gains?
ZACKS· 2025-07-08 14:01
Core Insights - PepsiCo, Inc. is addressing volume softness through strategic pricing, targeted value investments, and product innovation, particularly in its Frito-Lay North America segment [1][3] - The company has implemented a "dual-size" price-pack architecture to cater to both value-conscious and premium consumers, resulting in improved unit volumes [1][3] - PepsiCo is focusing on intelligent reinvestment strategies that balance affordability with profitability, utilizing data to optimize promotions and product sizes [2][3] Strategic Initiatives - The introduction of smaller packs and value-priced options aims to maintain consumer frequency while enhancing operational efficiencies [2][8] - PepsiCo's portfolio transformation includes expansion into high-growth international markets, with expected mid- to high-single-digit growth from countries like India and Brazil [3][8] - The company is leveraging international momentum to offset domestic volume pressures and preserve margins [3][8] Competitive Landscape - Coca-Cola and Mondelez are key competitors in the beverage and snack sectors, respectively, with Coca-Cola focusing on beverage dominance and Mondelez competing in the snack category [4][5][6] - Both competitors are also emphasizing innovation, affordability, and international expansion to capture market share [6] Financial Performance - PepsiCo's shares have declined by 11.6% year to date, contrasting with the industry's growth of 7% [7][8] - The company trades at a forward price-to-earnings ratio of 17.09X, which is below the industry's average of 18.47X [9] - Earnings estimates indicate a year-over-year decline of 3.6% for 2025, followed by a projected increase of 5.3% in 2026, with recent estimates remaining unchanged [10]
Lululemon Sued Costco For Selling Dupes Of Popular Clothes. Can It Win?
Forbes· 2025-07-01 20:27
ToplineLuxury athletic wear brand Lululemon has sued Costco in federal court and accused the big box store of selling products that purposefully rip off some its most popular items for a fraction of the price—the latest lawsuit to come out of an increasingly prevalent “dupe culture” that has left big-name companies with little recourse against brands that produce copycat products for less.A customer enters a Lululemon store in Corte Madera, California. Getty ImagesKey FactsIn a lawsuit filed in California, ...
4 Miscellaneous Food Stocks to Keep an Eye on Amid Market Challenges
ZACKS· 2025-07-01 14:31
Industry Overview - The Zacks Food-Miscellaneous industry is experiencing challenges due to persistent inflation affecting consumer spending and a shift towards private-label products [1][4] - Rising input costs and operational expenses are squeezing profit margins across the sector [1][5] - The industry includes a variety of food and packaged food items, with sales primarily through wholesalers, distributors, and retail channels [3] Major Trends - The market landscape is tough, with consumers increasingly opting for lower-cost alternatives, impacting sales volumes for leading food brands [4] - Companies are adopting strategies focused on value marketing, promotional campaigns, and expanding affordable product lines to meet changing consumer demands [4] - Cost pressures are significant, with elevated prices for raw materials, labor, and transportation affecting profitability [5] Strategic Initiatives - Food companies are focusing on cost efficiency, product innovation, and portfolio diversification to navigate current pressures [2][6] - Established brands are leveraging customer loyalty and innovation to maintain market position and adapt to consumer preferences [6] - Companies are modernizing production capabilities and diversifying product offerings to ensure future growth [6] Industry Performance - The Zacks Food-Miscellaneous industry ranks 187, placing it in the bottom 24% of over 250 Zacks industries, indicating dull near-term prospects [7][8] - The industry's consensus earnings estimate has declined by 3.1% since April 2025, reflecting decreasing confidence in earnings growth potential [8] Comparative Analysis - Over the past year, the industry has underperformed the S&P 500, declining by 6.9% compared to the S&P 500's growth of 12.5% [9] - The industry is currently trading at a forward P/E of 15.85X, lower than the S&P 500's 22.43X and the sector's 17.39X [12] Company Highlights - Mondelez International is focusing on core categories and strategic portfolio reshaping, with a current EPS estimate of $3.02 [15][16] - Sysco Corporation is enhancing capabilities through its "Recipe for Growth" framework, with an EPS estimate of $4.38 [19][20] - McCormick & Company is leveraging innovation and brand marketing, with a current EPS estimate of $3.02 [23][24] - Celsius Holdings is rapidly growing in the beverage sector with a focus on health-conscious products, though its EPS estimate has declined to 81 cents [27][29]
Will the Weak Snack Demand Bite Into PepsiCo's Future Momentum?
ZACKS· 2025-06-30 15:47
Core Insights - PepsiCo is facing challenges in its Frito-Lay North America (FLNA) business due to subdued snack demand, raising concerns about the company's future growth momentum [1][2] - The company reported a modest 1% year-over-year organic revenue growth in the FLNA segment, leading to a downward revision of its 2025 earnings guidance [2][10] - PepsiCo is implementing a multi-pronged recovery strategy, including dual-size pricing tiers and a focus on transforming its snack portfolio to meet changing consumer preferences [2][3] Financial Performance - PepsiCo's shares have declined approximately 13.8% year-to-date, contrasting with the industry's growth of 5.9% [7] - The forward price-to-earnings ratio for PepsiCo is 16.25X, which is below the industry average of 18.32X [9] - The Zacks Consensus Estimate indicates a year-over-year decline of 3.6% in 2025 earnings, with a projected growth of 5.2% in 2026 [10] Competitive Landscape - Mondelez International (MDLZ) is emerging as a key competitor, leveraging a diversified portfolio and focusing on high-growth segments like permissible indulgence and well-being snacks [4][5] - Campbell's Snacks division is gaining market share in the U.S. snack category, particularly in premium and health-conscious segments, responding quickly to consumer demand shifts [6]
Gross Profit Under Pressure: Can Mondelez Withstand Cocoa Surge?
ZACKS· 2025-06-19 15:56
Key Takeaways MDLZ posted 3.1% organic revenue growth in Q1, led by pricing gains in its chocolate portfolio. Gross profit and EPS declined as record cocoa prices pressured margins despite cost controls. Volume mix fell 3.5% due to chocolate pricing elasticity and planned pack downsizing.Mondelez International (MDLZ) entered 2025 facing one of the most formidable headwinds in its global supply chain: record cocoa inflation. While first-quarter 2025 organic revenues rose 3.1%, driven largely by strong pric ...
Mondelēz International State of Snacking Survey: Global Consumers Prioritize Portions and Snacking Mindfully
Globenewswire· 2025-06-17 13:05
Savor Each Bite: Mindful Snacking and Prioritizing Portions Mindful snacking is about eating with attention and intention. Be present in the moment, enjoy the snack with all your senses, and be aware of hunger and fullness cues. Most consumers say they pay attention to the sensory experience of their snacks.Over half of consumers look for snacks that are portion controlled.Being mindful about portions can help snacks be enjoyed in a more balanced way. CHICAGO, June 17, 2025 (GLOBE NEWSWIRE) -- Consumers ...
波士顿动力机器狗参加《美国达人秀》,大秀劲歌热舞获全票晋级;腾讯开源混元3D 2.1大模型丨AIGC日报
创业邦· 2025-06-15 00:48
3.【波士顿动力机器狗参加《美国达人秀》,大秀劲歌热舞获全票晋级】 6月14日消息,在6月10日 的《美国达人秀》节目中,波士顿动力的五台Spot四足机器人在节目中伴随皇后乐队的经典金曲 《Don't Stop Me Now》跳起精心编排的舞蹈。在这场表演中,五台 Spot四足机器人随着歌曲整齐 起舞,评委们惊叹不已,称这是节目二十季以来从未见过的画面。 表演结束后,全场观众起立鼓掌, 评委们投下"通过"票,让这些机器狗顺利晋级下一轮。 舞蹈编排使用了公司自研的Choreographer 软件,并配合动画工具,使五台Spot动作流畅,甚至呈现出某种情绪表达。(IT之家) 4.【我国成功开展首例侵入式脑机接口临床试验】近日,中国科学院脑科学与智能技术卓越创新中心 联合复旦大学附属华山医院,与相关企业合作,成功开展了我国首例侵入式脑机接口的前瞻性临床试 验。该成果标志着我国在侵入式脑机接口技术上成为全球第二个进入临床试验阶段的国家。(证券时 报) 更多AIGC资讯 …… 扫码订阅 AIGC 产业日报, 精选行业新闻,帮你省时间! 此外,如果您还想 查公司、找项目、看行业,深入了解人形机器人、商业航天、AGI等热门 ...
Mondelēz International Scales Up Due Diligence and Sector Collaboration to Promote Human Rights; Releases Annual 2024 Progress Report
Globenewswire· 2025-06-04 20:08
Continued to scale human rights due diligence across global operations and supply chains, with ~96% of owned plants and ~98% of prioritized supplier sites audited in the last three years.1Trained more than 50,000 colleagues since launching Human Rights Policy in 2021.Advanced efforts to help prevent child labor and support community resilience, expanding Child Labor Monitoring & Remediation Systems to cover ~89% of Cocoa Life communities in West Africa by the end of 2024. CHICAGO, June 04, 2025 (GLOBE NEWSW ...