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Analysts Views Turn Positive on Shake Shack (SHAK)
Yahoo Finance· 2025-12-23 05:15
Shake Shack Inc. (NYSE:SHAK) is one of the 13 Best Fast Food Stocks to Buy. On December 18, JPMorgan upgraded its rating on Shake Shack Inc. (NYSE:SHAK) from Underweight to Neutral but cut its price target from $95 to $90. This update came after a discussion between JPMorgan analysts and Shake Shack Inc.’s (NYSE:SHAK) CEO Rob Lynch at the company’s Atlanta Innovation Hub. JPMorgan pointed out that the company is shifting from an “enlightened hospitality” focused fine casual concept to a more efficient op ...
Jim Cramer on Diageo: “I See A Lot of Their Lines of Business Not Doing Well”
Yahoo Finance· 2025-12-21 15:07
Diageo plc (NYSE:DEO) is one of the stocks Jim Cramer shed light on. Inquiring about the stock, a caller noted that the company might have a “new CEO turnaround story.” Here’s what Mad Money’s host had to say in response: “Okay, let me give you my, I think that the dividend at 5.6 can keep it here. They have to come up with something very special because I see a lot of their lines of business not doing well. Okay, I’m going to throw in Constellation and Brown-Forman, downgraded again, too. I don’t own sto ...
X @Ansem
Ansem 🧸💸· 2025-11-23 02:20
RT flip mode (@flipmodesquab)@blknoiz06 this is like doing"best beer poll"budweisercoorsmillerpabst ...
Constellation Brands: Fairly Valued With No Margin Of Safety (NYSE:STZ)
Seeking Alpha· 2025-11-21 10:50
Group 1 - Constellation Brands, Inc. (STZ) is a major global manufacturer and marketer of wine, spirits, and beer, with a diverse portfolio of brands [1] - The stock price of Constellation Brands has been experiencing significant growth [1] Group 2 - Daniel Sereda serves as the chief investment analyst at a family office, managing investments across various asset classes and regions [1] - The investment group Beyond the Wall Investing, led by Daniel Sereda, provides access to critical market analysis and insights prioritized by institutional investors [1]
Lina Khan takes on NYC: Semafor's Liz Hoffman on the former FTC chair's affordability mission
CNBC Television· 2025-11-14 12:54
Former FTC chair Lena Khan helping Mayor Alexa Aron Mandami dig through some obscure laws that could let his administration target New York's soaring costs. Joining us right now is Liz Hoffman, semifor business and finance editor. Uh she's written a fascinating new newsletter that gets into uh what Lena Khan's role may be in this next administration.She's of course part of the transition team. Liz, what what what are we expecting to see from Lena County. >> Question.Yeah, the question has been over, you kno ...
Molson Coors eyes M&A to build out beyond beer portfolio
Yahoo Finance· 2025-11-06 11:12
Core Insights - Molson Coors is responding to declining beer sales and changing consumer preferences with urgency, projecting a 4.7% decline in the total beer market, which is expected to be cyclical [3][4] - The company is restructuring by cutting 400 salaried jobs, a 9% reduction in its corporate workforce, and plans to redeploy savings into M&A and brand investments [5] - Molson Coors is focusing on expanding its portfolio beyond beer, particularly in nonalcoholic categories and energy drinks, to mitigate the downturn in beer sales [8] Company Strategy - The company aims to fill gaps in its portfolio through new acquisitions, particularly in the "beyond beer space" [8] - Investment in marketing for larger brands remains a priority, while beer continues to be a foundational aspect of the business [6] - The restructuring includes reshaping the executive leadership team and eliminating the chief commercial officer role [5] Market Trends - There is a growing consumer interest in healthier options and a shift in alcohol consumption habits impacting sales [4] - Competitors like Anheuser Busch have seen significant revenue growth in non-alcoholic beer, with a 27% increase compared to less than 1% overall revenue growth [7]
X @Bloomberg
Bloomberg· 2025-10-30 07:33
Carlsberg beer volumes fell more than expected in the third quarter as consumer sentiment in a number of key markets remains subdued https://t.co/iXRiX92m0K ...
ARKO to Report Third Quarter 2025 Financial Results on November 5, 2025
Globenewswire· 2025-10-22 20:05
Core Points - ARKO Corp. will host a conference call on November 5, 2025, at 5:00 p.m. Eastern Time to discuss its Q3 2025 financial results [1][2] - The management team will present the financial results followed by a Q&A session [2] - A press release with the financial results will be issued prior to the call [2] Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators in the U.S., owning 100% of GPM Investments, LLC [4] - The company operates in four reportable segments: retail, wholesale, fleet fueling, and GPM Petroleum [4] - The retail segment includes convenience stores selling merchandise and fuel products, while the wholesale segment supplies fuel to independent dealers [4]
X @Bloomberg
Bloomberg· 2025-10-22 05:22
Volume Performance - Heineken beer volumes fell more than expected in Q3 [1] Market Outlook - The company expects more headwinds stemming from macroeconomic volatility and global inflationary pressures [1]
Constellation Brands (STZ) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-10-06 22:20
Financial Performance - Constellation Brands reported quarterly earnings of $3.63 per share, exceeding the Zacks Consensus Estimate of $3.37 per share, but down from $4.32 per share a year ago, indicating a year-over-year decline [1] - The company achieved revenues of $2.48 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 0.98%, but down from $2.92 billion in the same quarter last year [2] - Over the last four quarters, Constellation Brands has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Constellation Brands shares have declined approximately 35.7% since the beginning of the year, contrasting with the S&P 500's gain of 14.2% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.79 on revenues of $2.2 billion, and for the current fiscal year, it is $11.50 on revenues of $9.08 billion [7] - The outlook for the Beverages - Alcohol industry is currently in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] Industry Context - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - Another company in the same industry, Molson Coors Brewing, is expected to report quarterly earnings of $1.81 per share, reflecting a year-over-year change of +0.6% [9]