Key Takeaways TechnipFMC's Subsea revenues are expected to rise 8.7% to $2.2B in the quarter.TechnipFMC's Subsea revenues are expected to rise 8.7% to $2.2B in the quarter.FTI holds a $16.8B backlog, while rising costs might have pressured Q4 margins.TechnipFMC plc (FTI) is scheduled to release its fourth-quarter fiscal 2025 results on Feb. 19, before the market opens. The Zacks Consensus Estimate for earnings is pegged at 51 cents per share on revenues of $2.55 billion.Let us examine the key drivers that m ...

Company Overview - Rich Products has acquired Great Kitchens Food Company from Brynwood Partners to enhance its position in the pizza category and drive long-term growth [1][4] - Great Kitchens operates three manufacturing facilities located in Illinois and Massachusetts, employing approximately 1,000 workers who will transition to Rich Products [1] Product and Market Position - Great Kitchens specializes in ready-to-bake branded topped pizzas and private label products, expanding its market presence through the acquisition of Uno Foods Division in 2023 [2][3] - The combination of Great Kitchens' expertise in fully topped pizzas with Rich Products' strengths in crust and dough is expected to create a comprehensive pizza partnership, enhancing innovation and customer value [3] Strategic Insights - Kevin Spratt, president of Rich Products for the US and Canada, emphasized that this acquisition is a "game-changer" for the industry, indicating a strategic move to enhance pizza capabilities [2] - Admir Basic, CEO of Great Kitchens, noted that the acquisition will provide the necessary scale to unlock new opportunities and accelerate innovation within the industry [5]

Core Viewpoint - Aryzta is expanding into the Portuguese market with a €40 million ($46.8 million) investment to build a new bun plant near Lisbon, expected to be operational by 2028 [1] Group 1: Investment and Expansion - The new facility in Portugal will enhance supply chain optimization and customer service across the Iberian Peninsula, complementing Aryzta's existing bun bakery in Spain [2] - The plant will primarily supply quick-service restaurants (QSR), including existing partnerships with major fast-food chains [3] Group 2: Business Strategy and Leadership - Under interim CEO and chairman Urs Jordi, Aryzta is taking decisive actions to reposition the business for profitable growth and improved performance by 2026 [3] - The company has been engaged in asset disposals since 2020 to reduce debt, including the sale of its take-and-bake pizza business and exit from frozen food retail [4][5] Group 3: Financial Outlook - Aryzta anticipates mid-single-digit organic growth for the year, with an EBITDA expected to exceed €305 million [7] - The company is also ramping up new production lines in Germany, Malaysia, and Switzerland, contributing to its positive growth outlook [6][7]

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Core Points - Casey's General Stores will release its second quarter fiscal 2026 results after market close on December 9, 2025, followed by a conference call on December 10 at 7:30 AM Central [1][2] - Casey's operates approximately 2,900 convenience stores and is the third-largest convenience store retailer and fifth-largest pizza chain in the U.S. [3] Financial Information - The second quarter earnings release is scheduled for December 9, 2025, with a subsequent conference call to discuss the results [1] Company Initiatives - Casey's, in partnership with Dr Pepper®, is conducting a tuition giveaway offering five $20,000 tuition prizes through the end of the year [5] - The company is running a round-up campaign to support military servicemembers, aiming to raise $1.3 million for related charities [6] - Casey's annual Cash for Classrooms campaign raised $1.3 million this year, with applications for 2026 grants now open for K-12 schools [7]

Industry Overview - Pizza remains a popular and affordable dining option for Americans, but competition is intensifying with chains like Domino's, Papa John's, and Marco's exerting pressure on traditional pizzerias [1] - Over the last five years, food and labor costs for the average restaurant have increased by 35%, alongside rising expenses for building, supplies, and credit card processing fees [2] - The National Restaurant Association indicates that restaurant owners typically maintain a pre-tax margin of only 3-5% while trying to keep menu prices low [2] Cost and Pricing Challenges - A recent study revealed that 91% of respondents reported food cost increases, up from 82% at the beginning of the year, with over half experiencing a 1% to 5% rise [3] - In response to rising food costs, 56% of restaurant operators plan to increase menu prices, which may deter customers [3] Company-Specific Developments - The Rock Wood Fired Pizza has closed all but one of its locations due to a combination of negative operating factors affecting the pizza industry [4] - Founded by Don Bellis and Jay Gigandet, The Rock Wood Fired Pizza initially thrived for 30 years, growing to seven locations before the recent closures [5][6] - The decision to close multiple locations was difficult for the company, as each restaurant had significant community ties and was part of many family gatherings [7]

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All right, let's get to it. A cross country mad dash as we get ready to uh ring the opening bell here. What do we got about six and a half, seven minutes, seven and a half minutes or so.Uh Jim, you want to talk a little dominoes. >> Yeah, look, I think that Russell Winner is doing a fantastic job. The CEO doesn't get a lot of credit for what he's doing.Maybe that can change with a much better thanex expected quarter of $48 versus 3.95%. What I really like about this, David, is is that Russell has figured ou ...