FORT WORTH, Texas, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Farmer Brothers Coffee Co. (NASDAQ: FARM), a leading roaster, wholesaler and distributor of coffee, tea and allied products, announced today it will publish its second quarter 2026 financial results for the period ended Dec. 31, 2025 with the filing of its 10-Q and the issuing of its earnings results release, both of which will be posted on the Investor Relations section of its website after the close of market on Friday, Feb. 13. The company will also ho ...

Core Insights - Procter & Gamble Company (PG) reported second-quarter fiscal 2026 results with earnings per share (EPS) exceeding estimates and year-over-year sales growth driven by improved pricing and a favorable mix [1][2] Financial Performance - The company achieved net sales of $22.21 billion, reflecting a 1% increase year over year, although it fell short of the Zacks Consensus Estimate of $22.29 billion [2] - Organic sales remained flat year over year, with a 1% increase from pricing offset by a 1% drop in volumes [2][4] - Core EPS was reported at $1.88, flat compared to the previous year but slightly above the Zacks Consensus Estimate [1] Segment Performance - Sales growth was led by a 5% increase in both Beauty and Health Care segments, a 1% increase in Fabric & Home Care, and a 2% increase in Grooming, while Baby, Feminine & Family Care saw a 3% decline [4] - Organic sales rose 4% for Beauty, 3% for Health Care, and remained flat for Grooming and Fabric & Home Care, with a 4% decline for Baby, Feminine & Family Care [4] Margin Analysis - Core gross margin declined by 50 basis points year over year to 51.9%, while reported gross margin fell by 120 basis points [6] - Core operating margin decreased by 70 basis points to 25.5%, primarily due to adverse currency effects [7] Cash Flow and Shareholder Returns - The company ended the quarter with cash and cash equivalents of $10.8 billion and generated an operating cash flow of $5 billion [9] - Procter & Gamble returned $4.8 billion to shareholders, including $2.5 billion in dividends and $2.3 billion in share buybacks [10] Fiscal 2026 Guidance - The company reiterated its fiscal 2026 guidance, expecting organic sales growth and core EPS growth between flat to 4% [11] - Revised net EPS growth outlook is now between 1-6%, down from the previous 3-9% range, reflecting increased non-core restructuring charges [12] - Anticipated commodity costs are expected to be neutral, with foreign exchange providing a tailwind of approximately $200 million after tax [13]

Core Insights - McCormick & Company, Incorporated (MKC) is expected to report growth in both revenue and earnings for the fourth quarter of 2025, with revenue estimates at $1.85 billion, reflecting a 2.6% increase year-over-year [1][9] - The earnings consensus has slightly decreased to 88 cents per share, indicating a 10% increase from the previous year's quarter [2][9] Factors Influencing Results - Steady consumer demand in McCormick's core portfolio of spices, seasonings, and condiments is anticipated to drive volume-led growth, supported by effective brand marketing and seasonal promotions [3] - Expanded distribution channels, including traditional retail, e-commerce, and club channels, are likely to enhance sales performance in key markets [3] - The company's focus on brand execution and product innovation, including new offerings and improved packaging, is expected to enhance shelf visibility and consumer engagement [4] - In the Global Flavor Solutions segment, demand trends are mixed, with support from quick-service restaurant demand in the Americas and Asia Pacific, while certain large CPG customers may face pressure [5] Cost and Margin Considerations - McCormick is likely to experience elevated commodity and tariff-related pressures, which may constrain margin performance despite pricing actions and productivity savings [6] Earnings Prediction Insights - Current models do not predict a definitive earnings beat for McCormick, with an Earnings ESP of -0.17% and a Zacks Rank of 2 (Buy) [7]

Group 1 - McCormick & Company, Incorporated (NYSE:MKC) is highlighted in Jim Cramer's game plan, but there is skepticism regarding its upcoming performance due to the overall poor performance of food stocks [1][2] - Cramer notes that while McCormick has a premium multiple due to past growth, the packaged food sector has fallen out of favor, making it uncertain if McCormick can exceed expectations [1][2] - The stock has declined nearly 10% year-to-date and is significantly below its peak, suggesting a potential for recovery, but Cramer expresses a lack of trust in the food sector as a whole [2] Group 2 - McCormick produces spices, seasonings, condiments, and flavor products for both consumers and food manufacturers, positioning it as a resilient player in a challenging market [2] - Despite McCormick's reliability, it has not been sufficient to drive stock performance, indicating a disconnect between the company's fundamentals and market sentiment [2] - The company is seen as a potential beneficiary during economic slowdowns, as spices are considered excellent trade-down products, which may provide some support for its stock [2]

Core Insights - Tyson Foods' chicken segment has become its most reliable profit driver in fiscal 2025, raising questions about the sustainability of this momentum over time [1] Financial Performance - In Q4 of fiscal 2025, the chicken segment achieved adjusted operating income of $457 million, an increase from $356 million year-over-year, with adjusted margins rising to 10.4% from 8.4% [2] - For the full fiscal year, adjusted operating income in the chicken segment reached $1.48 billion, with margin expansion to 8.8% from 6.2% in fiscal 2024 [2] Operational Drivers - The improvement in the chicken segment was primarily due to better execution rather than pricing, with higher volumes, improved operating efficiency, and lower feed costs being the main contributors [3] - Fiscal 2025 marked the fourth consecutive quarter of year-over-year volume growth in the chicken business, indicating steady demand and improved supply-chain operations [3] - Growth in value-added products has enhanced the sales mix, reducing exposure to short-term volatility in commodity chicken pricing [3] Future Outlook - For fiscal 2026, Tyson Foods anticipates the chicken segment to continue being a significant profitability contributor, with projected adjusted operating income between $1.25 billion and $1.5 billion [4] - The company is focusing on controllable areas to maintain steady performance [4] Market Sensitivity - The chicken business remains sensitive to fluctuations in commodity costs and increased marketing or promotional spending, making the sustainability of recent gains dependent on operational discipline and adaptability to the broader protein market [5] Stock Performance - Tyson Foods shares have increased by 15.1% over the past three months, outperforming the broader Consumer Staples sector and the S&P 500 index [6]

Core Insights - Sysco Corporation's U.S. Foodservice business demonstrated improved execution in Q1 of fiscal 2026, with better operational performance and local volume trends [1][6] Group 1: Sales and Volume Performance - U.S. Foodservice sales increased by 2.9% year over year to $14.8 billion, with total case volume rising by 0.1% sequentially from the previous quarter [2][9] - Local case volume within U.S. Foodservice decreased by 0.2%, impacted by an intentional business exit in the FreshPoint business, which negatively affected local volumes by over 50 basis points; excluding this, local volumes increased by 0.3% [2] - The U.S. Broadline local business achieved a volume growth of 0.4%, reflecting a 130-basis-point sequential improvement compared to the prior quarter, outperforming the 60-basis-point improvement in industry restaurant traffic [3] Group 2: Operational Improvements - Sysco experienced significant gains in customer service levels, including enhancements in on-time and in-full deliveries, alongside strengthened supply-chain performance due to better colleague productivity and reduced product shrink [4] - The momentum in U.S. Foodservice execution is expected to continue into Q2, with management indicating that local volume is anticipated to improve by at least 100 basis points compared to Q1 [5][9] Group 3: Market Position and Stock Performance - Sysco's first-quarter results highlight the benefits of tighter execution and improved service reliability, even amid uneven broader industry demand [6] - Sysco's shares have risen by 0.5% over the past year, contrasting with a 15.7% decline in the industry [7]

Core Insights - The J. M. Smucker Company's U.S. Retail Pet Foods segment experienced a 7% year-over-year decline in net sales to $413.2 million, indicating ongoing normalization in the category after elevated activity in previous periods [1][7] Sales Performance - Segment net sales were impacted by volume and mix, which reduced sales by 8 percentage points, primarily due to lower sales in dog snacks and the lapping of contract manufacturing revenues from divested pet food brands [2][7] - Net price realization contributed positively, adding 1 percentage point to net sales, reflecting higher pricing across the pet food portfolio, although it was insufficient to fully counteract the decline in dog snacks [2][3] Category Performance - Performance varied across product categories, with dog snacks being the main area of weakness, although there have been signs of improvement in recent periods [3] - In contrast, cat food showed growth during the quarter, partially offsetting the declines in dog-related products and supporting overall segment performance [3] Profitability - Despite the decline in net sales, segment profit increased by 2% year-over-year to $124.4 million, with the segment profit margin expanding by 280 basis points to 30.1% [4][7] - The margin expansion was attributed to lower costs and higher net price realization, which more than offset the negative impact of unfavorable volume and mix [4] Overall Outlook - The results indicate that while sales in the pet food segment remain soft, the segment is gradually settling into more normal demand patterns following unusual comparisons from the previous year [5]

Core Insights - Service Corporation International (SCI) reported third-quarter 2025 revenue of $1.06 billion, reflecting a 4.4% increase from the prior-year quarter, indicating an evolving revenue mix across its cemetery and funeral operations [1] Cemetery Operations - Cemetery revenue rose to $484.0 million from $448.0 million a year ago, primarily driven by higher recognized preneed cemetery revenue, which totaled $338.5 million compared to $307.0 million in the prior-year period [2] - On a comparable basis, cemetery revenue increased by 6.9%, while comparable core cemetery revenue grew by 6.7% [3] - Cemetery preneed sales production increased by approximately 10%, supporting higher revenue recognition as contracts matured [3] Funeral Operations - Total funeral revenue increased to $574.1 million from $566.0 million in the third quarter of 2024, although comparable funeral revenue declined by 0.3% [4] - Core funeral services experienced a decline of 3.5% on a comparable basis, impacting at-need revenue, which was partially offset by a 3.1% increase in comparable total average revenue per service due to higher pricing and mix [4] Non-Funeral Home Sales Channels - Comparable non-funeral home revenue increased by 12.6%, driven by a 13.4% rise in average revenue per service, despite a slight decrease in services performed [5] - Comparable non-funeral home preneed sales revenue declined, mainly due to the company's decision to defer delivery of certain merchandise until the time of need, affecting the timing of revenue recognition [5] Overall Performance - The revenue growth in the quarter highlights how SCI's top line is shaped by changes in mix, with higher recognized preneed cemetery revenue, rising average revenue per service, and growth in non-funeral home revenue supporting consolidated revenue growth, despite declines in funeral service volumes [6] - Shares of SCI have gained 3.9% in the past year, outperforming the industry's growth of 2.3% [6]

Core Insights - Lamb Weston Holdings, Inc. (LW) is restructuring its global manufacturing footprint by closing its Munro facility in Argentina and shifting production for Latin America to a newer plant in Mar del Plata, alongside temporarily curtailing a production line in the Netherlands to manage costs and improve operational efficiency [1][6]. Group 1: Strategic Initiatives - The changes align with Lamb Weston's "Focus to Win" strategy, which emphasizes executional discipline, cost savings, and prioritizing markets and assets [2]. - The company is actively working to balance supply and demand across its manufacturing network, particularly outside North America [2]. Group 2: Market Conditions - International operations are facing challenges, including softer restaurant traffic and pricing pressure in Europe due to a strong potato crop and increased industry capacity [3]. - The temporary curtailment of the Netherlands production line is part of efforts to address underutilization and manage inventories while maintaining service levels [3]. Group 3: Financial Performance - Lamb Weston is navigating a mixed operating environment, with rising volumes supported by customer wins and share gains, but facing pricing and mix pressures that impact profitability [4]. - The company is focused on improving manufacturing efficiency, procurement, and overhead while remaining flexible in a volatile demand environment [4]. Group 4: Conclusion - The announced plant closure and capacity curtailment reflect Lamb Weston's commitment to execution and cost control amid uneven international conditions, aiming to streamline its manufacturing footprint and invest in newer assets for long-term sustainable growth [5]. - Over the past six months, shares of LW have decreased by 19.6%, compared to a 19.2% decline in the industry [5].

Core Insights - Medifast, Inc. is transitioning from a weight-loss company to a leader in the metabolic health market, aiming to improve metabolic health through innovative strategies [1][5] Company Strategy - The company recognizes that over 90% of U.S. adults are metabolically unhealthy, presenting a significant public health issue and an opportunity for Medifast to redefine wellness [2] - Medifast's long-term growth strategy is aligned with addressing the widespread need for improved metabolic health [2] - The company plans to launch product innovations next year focused on metabolic synchronization and next-generation ingredients, emphasizing science-based innovation [5] Clinical Approach - Medifast's clinical approach targets the root causes of weight-related challenges, focusing on reducing visceral fat, maintaining lean mass, and improving overall body composition [4] - Recent clinical data indicates that after 16 weeks, participants retained 98% of their lean mass and reduced visceral fat by 14%, achieving improvements in metabolic health beyond weight loss [4] Market Context - The rapid adoption of GLP-1 medications has changed the weight-management landscape, but these treatments are not a long-term solution without lifestyle changes [3] - Studies show that up to 40% of weight loss from GLP-1 use may come from lean mass, and about 74% of users discontinue treatment within a year, often leading to weight regain [3] Financial Performance - Medifast's shares have declined by 29.5% over the past six months, compared to a 17.7% decline in the industry [6] - The company currently has a forward price-to-sales ratio of 0.33, which is lower than the industry average of 1.04 [8] - The Zacks Consensus Estimate for Medifast's current and next fiscal-year earnings indicates year-over-year declines of 158.7% and 5.6%, respectively [10]