Group 1 - ALTI Global Inc (ALTI) is a financial company providing merchant banking, corporate advisory, brokerage, and placement agency services. The Zacks Consensus Estimate for its current year earnings has been revised 81.4% downward over the last 60 days [1] - J & J Snack Foods (JJSF) is a manufacturer, marketer, and distributor of branded niche snack foods and frozen beverages for the food service and retail supermarket industries. The Zacks Consensus Estimate for its current year earnings has been revised 15.6% downward over the last 60 days [2] - Guess (GES) designs, markets, distributes, and licenses casual apparel and accessories for men, women, and children, reflecting American lifestyle and European fashion sensibilities. The Zacks Consensus Estimate for its current year earnings has been revised almost 12.5% downward over the last 60 days [3]

Pilgrim’s Pride Corporation (PPC) reported first-quarter 2025 results, with both top and bottom lines increasing from the year-ago quarter. Also, the company’s earnings surpassed the Zacks Consensus Estimate. PPC benefited from its portfolio diversification strategies, operational excellence, branded offerings and key customer partnerships.PPC’s Q1 Results in DetailPilgrim's Pride reported adjusted earnings of $1.31 per share, surpassing the Zacks Consensus Estimate of $1.26. Also, the figure increased from ...

Core Insights - Mondelez International, Inc. (MDLZ) reported first-quarter 2025 results with net revenues increasing year over year but missing the Zacks Consensus Estimate, while adjusted earnings per share (EPS) declined year over year but exceeded consensus expectations [1][2] Financial Performance - Adjusted EPS was 74 cents, down 18.3% on a constant-currency basis, beating the Zacks Consensus Estimate of 65 cents [2] - Net revenues rose 0.2% year over year to $9,313 million, missing the Zacks Consensus Estimate of $9,332 million, with growth attributed to the Evirth acquisition but offset by negative currency impacts [2] - Organic net revenues grew 3.1% year over year, driven by a 6.6 percentage point increase in pricing, partially offset by a 3.5 percentage point unfavorable volume/mix impact [3] Market Segment Performance - Revenues from emerging markets decreased 0.3% to $3,723 million but increased 3.9% on an organic basis, supported by a 7.6 percentage point increase in pricing [4] - Revenues from developed markets increased 0.6% to $5,590 million, with an organic rise of 2.6%, primarily due to strong pricing execution [5] - Region-wise, revenues in Latin America and North America declined 8.8% and 4.1%, respectively, while Asia, the Middle East & Africa, and Europe grew 3.4% and 5.4% [6] Profitability Metrics - Adjusted gross profit fell by $437 million on a constant-currency basis, with the adjusted gross profit margin contracting 580 basis points to 33.4% due to increased raw material and transportation costs [7] - Adjusted operating income declined by $308 million on a constant-currency basis, with the adjusted operating income margin contracting 370 basis points to 14.8% [8] Financial Health - The company ended the quarter with cash and cash equivalents of $1,561 million, long-term debt of $15,796 million, and total equity of $25,823 million [9] - Net cash from operating activities was $1,092 million for the three months ended March 31, 2025, with adjusted free cash flow of $815 million [9] - Mondelez returned $2.1 billion to shareholders through cash dividends and share repurchases in the first quarter of 2025 [10] Future Outlook - Mondelez projects organic net revenue growth of around 5% in 2025, with adjusted EPS expected to decline nearly 10% on a constant-currency basis due to unprecedented cocoa cost inflation [11] - The company anticipates that currency translation will not impact 2025 net revenue growth and adjusted EPS [11] - Mondelez's shares have risen 12.3% in the past three months, outperforming the industry's 2.5% decline [11]

These stocks held up well during the Great Recession from 2007 to 2009 and could do so again in the next recession. The risk has been increasing that the United States will have a recession in 2025 or within the next year, according to top Wall Street firms and economists. Recession risk has risen sharply over the last few months, largely due to the trade war and the potential for tariffs to hurt U.S. (and global) economic growth and ignite inflation. Below I'll explore the current probability of a near-ter ...

Core Insights - Helen of Troy Limited (HELE) experienced a 12% decline in share price after reporting disappointing fourth-quarter fiscal 2025 results, with both top and bottom lines decreasing year over year and earnings missing the Zacks Consensus Estimate [1] Financial Performance - Adjusted earnings per share were $2.33, missing the Zacks Consensus Estimate of $2.34, and down 4.9% from $2.45 in the previous year, attributed to lower adjusted operating income and higher interest expenses [4] - Net sales reached $485.9 million, exceeding the Zacks Consensus Estimate of $480 million, but down 0.7% from $489.2 million year-over-year, primarily due to a 4.9% decline in Organic business sales [4] - The consolidated gross profit margin contracted by 40 basis points to 48.6%, influenced by a less favorable product mix and customer mix, partially offset by lower inventory obsolescence and reduced commodity costs [5] - The adjusted operating income fell 9.9% to $75 million, with the adjusted operating margin decreasing by 160 basis points to 15.4% [7] Segment Performance - In the Home & Outdoor segment, net sales declined 1.6% to $219.8 million, mainly due to decreased sales in insulated beverageware amid competitive pressure and weaker consumer demand [8] - The Beauty & Wellness segment saw a slight increase in net sales by 0.1% to $266.1 million, driven by the acquisition of Olive & June, although Organic business sales dropped by 8% [10] Strategic Outlook - The company is not providing a fiscal 2026 outlook due to global tariff policy changes and associated uncertainties, but is focusing on diversifying production outside of China to reduce tariff-related costs to under 20% by the end of fiscal 2026 [2] - Efforts are being made to preserve margins, reduce debt, and strengthen cash flow to navigate the dynamic environment [3] Financial Position - As of the end of fiscal 2025, the company had cash and cash equivalents of $18.9 million and total debt of $916.9 million, with net cash provided by operating activities at $113.2 million and free cash flow at $83.1 million [12]