DENVER, Oct. 02, 2025 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (NASDAQ: SMPL) (“Simply Good Foods” or the “Company”), a leader in the Nutritional Snacking category, today announced it will report financial results for its Fourth Quarter and Fiscal Year 2025 on Thursday, October 23, 2025. A press release will be issued that morning, followed by a live conference call beginning at 6:30 a.m. Mountain Time (8:30 a.m. Eastern Time). Participating on the call will be Geoff Tanner, President and Chief Exe ...

Market Overview - The U.S. stock market has reached record highs following the Fed's first rate cut of the year, reducing rates by 25 basis points to 4-4.25% [1] - The Fed's indication of potential further cuts through 2026 and 2027 has bolstered investor confidence in supportive monetary policy despite slowing growth [1] Investment Strategy - Relative price strength is emphasized as a strategy to identify market leaders likely to outperform [2] - Stocks such as Tutor Perini Corporation (TPC), RF Industries, Ltd. (RFIL), and A-Mark Precious Metals, Inc. (AMRK) are recommended based on their relative price strength [2] Stock Performance Metrics - A stock's potential for returns is primarily assessed through earnings and valuation ratios, alongside its price performance relative to peers [3] - Stocks outperforming their industries or benchmarks should be included in investment portfolios for higher return potential [4] Earnings Estimates and Analyst Sentiment - Stocks that have outperformed the S&P 500 over the past 1 to 3 months and show solid fundamentals are considered optimal for investment [5] - Positive revisions in earnings estimates are crucial, as upward revisions typically lead to price gains [6] Screening Parameters - Stocks must show positive relative price changes over 12 weeks, 4 weeks, and 1 week, alongside positive current-quarter estimate revisions [7] - Only Zacks Rank 1 (Strong Buy) stocks, which have historically outperformed the S&P 500, are included in the screening process [8] Company-Specific Insights - Tutor Perini Corporation (TPC) has a 2025 earnings estimate indicating 220.8% growth, with shares up 153.1% over the past year [9][11] - RF Industries (RFIL) projects a 422.2% growth in 2025 earnings, with shares surging 132.2% in a year [9][13] - A-Mark Precious Metals (AMRK) has a 2026 earnings estimate showing 58.1% year-over-year growth, although shares have declined by 40.3% in the past year [9][15]

Company Overview - Nucor Corporation (NYSE:NUE) is a North Carolina-based steel producer, responsible for approximately 25% of all raw steel production in the US [2] - The company has a diverse product lineup including bars, beams, sheets, plates, grating, fasteners, joists, overhead doors, and full metal building systems [2] - Nucor serves over 10,000 clients, with no single customer accounting for more than 5% of its revenue [2] Performance Highlights - Nucor's stock has increased by over 23.5% since the beginning of 2025, positioning it among the best-performing dividend stocks [2] Competitive Advantages - The company utilizes electric arc furnaces, which are more efficient and environmentally friendly compared to traditional blast furnaces, as they melt scrap metal instead of using coking coal and iron ore [3] - Nucor owns The David J. Joseph Company, a major scrap broker and processor in the US, ensuring a reliable supply of low-cost recycled metal [3] Dividend Policy - Nucor is recognized as a Dividend King, having achieved 52 consecutive years of dividend growth [4] - The company pays a quarterly dividend of $0.55 per share, resulting in a dividend yield of 1.56% as of September 15 [4]

Core Viewpoint - The second quarter of 2025 presented significant challenges for Hamilton Beach Brands due to trade disruptions from new tariff measures, leading to a notable decline in revenue but an improvement in gross profit margin through strategic actions taken by the company [2][3]. Financial Performance - Total revenue decreased by $28.5 million, or 18.2%, to $127.8 million compared to $156.2 million in the same quarter of 2024 [3]. - Gross profit was $35.1 million, representing 27.5% of total revenue, an increase from 25.9% in the prior year, attributed to a favorable shift in customer mix and higher-margin sales [4]. - Operating profit fell to $5.9 million from $10.0 million year-over-year [5]. - Net income was $4.5 million, or $0.33 per diluted share, down from $6.0 million, or $0.42 per diluted share, in the previous year [6]. Cost Management - Selling, general and administrative expenses (SG&A) decreased to $29.1 million from $30.4 million, primarily due to lower personnel costs, despite a one-time severance charge [5]. Cash Flow and Debt - For the six months ended June 30, 2025, net cash used in operating activities was $23.8 million, a decrease of $60.9 million from net cash provided of $37.1 million in the prior year, largely due to inventory changes [7]. - As of June 30, 2025, net debt increased to $38.7 million from $12.8 million a year earlier, with total debt remaining at $50.0 million [9][18]. Shareholder Returns - The company returned value to shareholders through share repurchases, buying back 215,297 shares for $4.0 million, and paid $1.6 million in dividends during the second quarter [8]. Market Outlook - Due to increased uncertainty from higher tariffs, particularly affecting imports from China, the company has opted not to provide specific guidance on its business outlook [10].

Company Overview - BellRing Brands, Inc. is a consumer nutrition company that produces and sells ready-to-drink protein shakes, powders, bars, and other nutrition products under brands such as Premier Protein, Dymatize, and PowerBar [3]. Allegations of Wrongdoing - On May 6, 2025, BellRing disclosed during its quarterly earnings call that it anticipated a reduction in retailer inventory levels for the third quarter of 2025. The company projected "Q3 net sales growth of low-single-digits with Premier Protein the main driver and all others flat to down" [4]. - Following this announcement, BellRing's stock price experienced a significant decline, falling by $14.88 per share, or 18.97%, to close at $63.55 per share on the same day [4]. Legal Investigation - Edelson Lechtzin LLP is investigating potential violations of federal securities laws involving BellRing, stemming from allegations of providing misleading business information to the investing public [1].

Core Viewpoint - Nucor experienced a cybersecurity incident that led to the temporary shutdown of some production operations as a precautionary measure [1][3]. Group 1: Incident Details - The company discovered unauthorized third-party access to certain information technology systems [1]. - Nucor is actively investigating the incident with the help of external cybersecurity experts and has notified federal law enforcement [5]. - The specific production operations that were shut down have not been disclosed, but the company is working to restore them [1][3]. Group 2: Company Profile - Nucor is considered the largest and most diversified steel and steel products producer in North America, manufacturing products such as bars, beams, electrical conduit, girders, and fasteners [5]. - The company's facilities are primarily located across North America [3].

Financial Data and Key Metrics Changes - Net sales for Q3 FY2025 decreased by 4% to $260.9 million compared to $271.9 million in Q3 FY2024, driven by a 7.9% decrease in sales volume, partially offset by a 4.2% increase in the weighted average sales price per pound [12][19] - Gross profit increased by $6.7 million or 13.7% to $55.9 million, with gross profit margin rising to 21.4% from 18.1% in the prior year [15][17] - Net income for Q3 FY2025 was $20.2 million or $1.72 per diluted share, compared to $13.5 million or $1.15 per diluted share in Q3 FY2024 [18] Business Line Data and Key Metrics Changes - Sales volume decreased by 9.2% in the consumer distribution channel, primarily due to an 8.3% decrease in private brand volume, with significant declines in bars volume [13] - Sales volume for branded products decreased by 12.9%, mainly due to a 33.8% reduction in Orchard Valley Harvest sales [14] - Sales volume increased by 6% in the contract manufacturing distribution channel, driven by increased granola volume processed [14] Market Data and Key Metrics Changes - The snack, nut, and trail mix category saw a 2% decline in pounds but a 2% increase in dollars, indicating rising prices [24] - Fisher snack and trail mix performed worse than the category with pound shipments down 17%, while Southern Style Nut Brand saw a 10% increase in pound shipments [25][26] - The recipe nut category was down 1% in pounds but up 10% in dollars, reflecting increased prices for walnuts and pecans [27] Company Strategy and Development Direction - The company plans to invest approximately $90 million in equipment to expand domestic production capabilities and improve infrastructure by the end of FY2026 [5][6] - The focus remains on adapting strategies to meet evolving customer needs and managing costs amid rising commodity prices and tariffs [5][10] - The company is committed to innovation and cost-saving opportunities to mitigate commodity pressures [26] Management Comments on Operating Environment and Future Outlook - Management acknowledged a challenging macroeconomic environment impacting demand for nuts and snacks, emphasizing the need for strategic adaptations [5][7] - There is confidence in the strategic investments made in production and infrastructure to drive efficiencies and deliver innovation [6][30] - Management anticipates potential decreases in commodity prices due to demand destruction from high retail prices [55] Other Important Information - The total value of inventories increased by $47.1 million or 22.4% year-over-year, primarily due to higher quantities and costs of finished goods and raw materials [18] - The weighted average cost per pound of raw nuts and dried fruit increased by 33.9% year-over-year [18] Q&A Session Summary Question: Regarding tariff exposure and passing costs to customers - Management indicated that discussions are ongoing with key customers to pass on tariff-related cost increases, particularly for high-value commodities [33][34] Question: On the profitability of the cashew and mixed nuts segment - Management confirmed that the cashew and mixed nuts segment remains profitable, although higher tariffs could impact consumer demand [36][37] Question: Expectations for gross margin levels in the next quarter - Management suggested that gross profit per pound should be assessed by excluding the impact of inventory valuation adjustments [44] Question: Details on the $90 million capital expenditure - The investment will support growth in the bar category and expand production capacity across various business segments [45][46] Question: Strategy for upcoming quarters and market volatility - Management is focused on promotional programs and pricing strategies to navigate market volatility and ensure the right product mix is available [62]

Core Viewpoint - Hamilton Beach Brands Holding Company reported a solid performance in Q1 2025, with revenue growth and improved profitability despite macroeconomic challenges [2][3]. Financial Performance - Total revenue increased by 4.0% to $133.4 million compared to $128.3 million in Q1 2024, driven by a favorable product mix and increased volume [3][12]. - Gross profit rose to $32.8 million, representing a gross margin of 24.6%, up from 23.4% in the previous year, primarily due to a favorable product mix including the addition of HealthBeacon [4][12]. - Operating profit improved to $2.3 million from a loss of $0.9 million in the prior year [5][12]. - Net income was $1.8 million, or $0.13 per diluted share, compared to a net loss of $1.2 million, or $0.08 per diluted share, in Q1 2024 [5][12]. Cash Flow and Debt Management - Cash flow from operating activities was $6.6 million, a decrease from $19.7 million in Q1 2024, attributed to changes in working capital [6][12]. - The company reported net debt of $1.7 million, significantly reduced from $23.7 million a year earlier, indicating improved financial health [8][12]. Strategic Outlook - The company is facing increased uncertainty due to recent tariff hikes, particularly affecting products sourced from China, which has led to a temporary suspension of forward-looking guidance [9]. - Management is actively working to diversify the sourcing base and implement measures to mitigate the impact of higher tariffs, with expectations for improved margins in 2026 [2][9]. Shareholder Returns - In Q1 2025, the company repurchased 141,435 shares for $2.7 million and paid $1.6 million in dividends, reflecting a commitment to returning value to shareholders [7].