Core Insights - Mondelez (MDLZ) reported quarterly earnings of $0.73 per share, exceeding the Zacks Consensus Estimate of $0.68 per share, but down from $0.86 per share a year ago [1] - The earnings surprise was +7.35%, and the company has surpassed consensus EPS estimates three times in the last four quarters [2] - Mondelez generated revenues of $8.98 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.18% and up from $8.34 billion year-over-year [3] Earnings Performance - The company had a previous quarter earnings expectation of $0.65 per share but reported $0.74, resulting in a surprise of +13.85% [2] - The current consensus EPS estimate for the upcoming quarter is $0.82 on revenues of $9.84 billion, and for the current fiscal year, it is $3.03 on revenues of $38.49 billion [8] Stock Performance - Mondelez shares have increased approximately 16.5% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Outlook - The Food - Miscellaneous industry, to which Mondelez belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which investors can track [6]

Company Overview - Freshpet (FRPT) is expected to report a year-over-year increase in earnings, with a consensus estimate of $0.12 per share, reflecting a +500% change, and revenues projected at $267.74 million, up 13.8% from the previous year [3]. Earnings Expectations - The earnings report is anticipated to be released on August 4, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 1.32% lower over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - Freshpet has an Earnings ESP of +40.68%, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - However, the stock currently holds a Zacks Rank of 5, complicating the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Freshpet was expected to earn $0.13 per share but only achieved $0.09, resulting in a surprise of -30.77% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Ingredion (INGR), another player in the Zacks Food - Miscellaneous industry, is expected to post earnings of $2.78 per share, indicating a year-over-year change of -3.1%, with revenues projected at $1.9 billion, up 1.3% [18][19]. - Ingredion's consensus EPS estimate has been revised 2% upward in the last 30 days, but it has an Earnings ESP of 0% and a Zacks Rank of 2 [19][20].

Core Viewpoint - Freshpet is set to report earnings on August 4, 2025, with expectations of significant year-over-year growth in earnings and revenue, indicating positive business momentum [2][3]. Financial Performance - In the upcoming earnings report, analysts expect Freshpet to post earnings of $0.12 per share, reflecting a year-over-year growth of 500% [2]. - The revenue forecast for the same quarter is $267.74 million, which represents a 13.81% increase from the prior-year quarter [2]. - For the entire fiscal year, earnings are projected at $1.24 per share, showing a growth of 61.04%, while revenue is expected to reach $1.12 billion, indicating a 15.3% increase from the previous year [3]. Analyst Sentiment - Recent revisions to analyst forecasts for Freshpet are crucial as they reflect short-term business trends, with positive revisions indicating optimism about profitability [3]. - Over the past month, there has been a 2.36% decline in the Zacks Consensus EPS estimate, leading to a Zacks Rank of 4 (Sell) for Freshpet [5]. Valuation Metrics - Freshpet is currently trading at a Forward P/E ratio of 57.98, significantly higher than the industry average of 16.27, indicating a premium valuation [6]. - The company has a PEG ratio of 1.36, which is lower than the Food - Miscellaneous industry average of 1.65, suggesting a more favorable growth outlook relative to its price [7]. Industry Context - The Food - Miscellaneous industry, part of the Consumer Staples sector, holds a Zacks Industry Rank of 169, placing it in the bottom 32% of over 250 industries [7]. - The Zacks Industry Rank indicates that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive landscape [8].

Core Viewpoint - Freshpet reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.13 per share, and showing a decline from $0.21 per share a year ago, indicating a significant earnings surprise of -30.77% [1] Financial Performance - Freshpet's revenues for the quarter ended March 2025 were $263.25 million, surpassing the Zacks Consensus Estimate by 1.66% and up from $223.85 million year-over-year [2] - Over the last four quarters, the company has exceeded consensus revenue estimates three times [2] Stock Performance - Freshpet shares have declined approximately 48.4% since the beginning of the year, contrasting with the S&P 500's decline of -3.3% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $280.42 million, and for the current fiscal year, it is $1.30 on revenues of $1.16 billion [7] - The trend of estimate revisions for Freshpet has been unfavorable leading up to the earnings release [6] Industry Context - The Food - Miscellaneous industry, to which Freshpet belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook [8]