Let the good times roll at Chipotle (CMG) — the company said it's about to test a happy hour offering. "We're going to give it a shot and see what it looks like for us. We're calling it Happier Hour, so think maybe a couple of tacos and a beverage sometime during the middle daypart ... And we feel like it's a compelling offer, and it creates value for our consumer," Chipotle CEO Scott Boatwright told me on Yahoo Finance's Market Domination (video above). "So we have more work to do on exactly what we'l ...

Core Insights - Ingredion Incorporated reported record full-year financial results for 2025, driven by strong performance in Texture & Healthful Solutions and the LATAM segment, despite challenges in the U.S./CAN business [2][5]. Financial Performance - Reported diluted EPS for full-year 2025 was $11.18, up from $9.71 in 2024, while adjusted diluted EPS was $11.13 compared to $10.65 in 2024 [3][5]. - Cash from operations for 2025 was $944 million, down from $1,436 million in 2024, with $435 million returned to shareholders, including $224 million in share repurchases [5][28]. - The company expects full-year 2026 reported and adjusted EPS to be in the range of $11.00 to $11.80 [22]. Segment Performance - Texture & Healthful Solutions achieved 4% sales volume growth in Q4 2025, driven by demand for clean label offerings, with full-year net sales of $2,397 million, a 1% increase from 2024 [11][12]. - Food & Industrial Ingredients—LATAM segment reported a 1% increase in Q4 2025 net sales, with full-year sales of $2,341 million, down 4% from 2024 [13][14]. - Food & Industrial Ingredients—U.S./Canada experienced a 9% decline in Q4 2025 net sales, with full-year sales of $2,013 million, a 7% decrease from 2024 [15][16]. Operating Income - Reported operating income for Q4 2025 was $220 million, a 36% increase from Q4 2024, while adjusted operating income was $228 million, down 8% [9][12]. - Full-year reported operating income was $1,016 million, a 15% increase from 2024, while adjusted operating income was $1,028 million, up 1% [9][12]. Shareholder Returns - The company paid $211 million in dividends for 2025 and declared a quarterly dividend of $0.82 per share [21]. - Share repurchases totaled 1.8 million shares at a net cost of $224 million during 2025 [21]. 2026 Outlook - The company anticipates low single-digit to mid-single-digit growth in net sales for 2026, with operating income expected to increase low single-digits [23][24]. - Corporate costs for 2026 are expected to remain flat to increase low single-digits, with effective tax rates projected between 25.5% to 27.0% [25].

Core Insights - Wynn Resorts reported Q3 CY2025 revenue of $1.83 billion, exceeding Wall Street's expectations by 3.4% with an 8.3% year-on-year growth [7] - The company's non-GAAP profit of $0.86 per share fell short of analysts' consensus estimates by 25.4% [7] Company Overview - Wynn Resorts, founded by the former CEO of Mirage Resorts, is a global developer and operator of luxury hotels and casinos, recognized for its high-end properties and premium guest services [4] Revenue Growth - Over the last five years, Wynn Resorts achieved an annualized revenue growth of 18.3%, outperforming the average in the consumer discretionary sector [5] - However, the company's annualized revenue growth over the last two years slowed to 11.7%, indicating a potential decline in demand [6] Quarterly Performance - The adjusted EBITDA for Q3 was $486 million, which was below analyst estimates of $540.4 million, resulting in a margin of 26.5% [7] - The operating margin improved to 16.9%, up from 7.9% in the same quarter last year [7] Segment Performance - Revenue breakdown for Q3 shows Casino revenue contributing 29.6%, Hotel revenue 1.2%, and Dining and Entertainment revenue 10.5% [8] - Casino revenue averaged a year-on-year growth of 21% over the last two years, while Hotel and Dining and Entertainment revenues experienced declines of 5.2% and 1.4%, respectively [8] Future Outlook - Analysts project a revenue growth of 2.4% over the next 12 months, indicating a deceleration compared to the previous two years [9]

Deals & Acquisitions - Rohan Oza facilitated the blockbuster sale of prebiotic soda Poppi to Pepsi [1] - Rohan Oza has made millions for celebrities on beverage deals for years [1] People - Rohan Oza is a 'Shark Tank' veteran [1]

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Summary of China Quick Commerce Deep Dive Industry Overview - The report focuses on the **China quick commerce market**, which has shown significant growth from **RMB 69 billion in 2018** to an estimated **RMB 650 billion in 2023** [5][10] - The market is projected to reach **RMB 4,046 billion by 2030** [7][10] Market Size and Growth - The quick commerce market size has experienced a **CAGR of approximately 60%** from 2018 to 2023 [5] - Year-over-year growth rates are expected to continue, with a forecasted **YoY growth of 80%** in 2023 [5] Market Segmentation - Breakdown of the quick commerce market size in 2023: - **Food, beverage, oil, tobacco, alcohol**: RMB 277 billion (41% of total) - **Daily-use products**: RMB 108 billion (17%) - **Pharmaceuticals**: RMB 96 billion (15%) - **Home appliances**: RMB 50 billion (8%) - **Apparel and footwear**: RMB 40 billion (6%) [10][21] Online Penetration - Online penetration rates for various categories in 2023: - **Food and beverage**: 4% - **Daily-use products**: 5% - **Pharmaceuticals**: 5% - **Home appliances**: 2% [10] Long-term Profit Outlook - The industry is expected to generate **RMB 81 billion in profit by 2030**, translating to a **terminal value of RMB 695 billion** [22][23] - Investment requirements are estimated at **RMB 50-80 billion annually** for several years to achieve these targets [24] Financial Impact on Major Players - Projected financial impacts from investments in food delivery and quick commerce for major companies in 2025: - **JD**: Losses of RMB 13.5 billion to RMB 14.4 billion across quarters - **Alibaba**: Losses ranging from RMB 5.6 billion to RMB 16.8 billion - **Meituan**: Losses between RMB 2.7 billion and RMB 5.7 billion [28] Implications for Conventional E-commerce - A **30% cannibalization** from general merchandise is anticipated, with the quick commerce market GMV projected at **RMB 2.5 trillion** by 2030 [25] Key Takeaways - The quick commerce market in China is rapidly expanding, with significant growth potential and increasing online penetration across various categories - Major players are expected to face substantial financial impacts due to investments in this sector, which may affect their profitability in the short term - The long-term outlook remains positive, contingent on continued investment and market development strategies

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