The 21-month-long rally of U.S. stock markets has shown no signs of weakening. September is historically the worst-performing month on Wall Street. But is year, with just five trading days left, major indexes are trading in the green month to date. Intermittent volatility, however, may appear due to weak economic data, earnings results below expectation or unforeseen geopolitical conflicts. In this regard, the inclusion of some defensive stocks from the food industry will safeguard your portfolio if the mar ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Eve ...

Kimberly-Clark Corporation (KMB) experienced a notable increase in its stock price, registering a 20.3% year-to-date increase. This impressive growth surpasses the Zacks Consumer Products - Staples industry's increase of 4.2%. Kimberly-Clark's success is mainly due to its strategic shift towards a volume-and-mix growth model. This approach, which leverages advanced technologies and innovative products, aims to boost operational efficiency. By focusing on supply chain integration and divesting from non-core ...

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Chefs' Warehouse (CHEF) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Staples sector should help us answer this question. Chefs' Warehouse is one of 184 companies in the Consumer Staples group. The Consumer Staples group currently sits at #12 within the Zacks Sector Rank. The Zac ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time. Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...

RIDGEFIELD, Conn., Sept. 03, 2024 (GLOBE NEWSWIRE) -- The Chefs' Warehouse, Inc. (the "Company") (Nasdaq: CHEF), a premier distributor of specialty food products in the United States, the Middle East and Canada, today announced that the Company will participate in a virtual fireside chat at CL King's 22nd Best Ideas Conference on Monday, September 16, 2024. The fireside chat will begin at 8:45 a.m. ET. Investors and interested parties may listen to a webcast of the fireside chat by visiting the Company's in ...

i 1 I E Smederevac When you really think about it, the food distribution market, it's fascinating. The logistics networks that need to be built in order to facilitate the transportation of $2.39 trillion worth of food, just for the US alone, to over 330 million people, must be massive and efficient. This is especially true when you consider the short shelf life that so much of the food that we consume has. One of the companies that operates in this amazing space that is integral to the existence of the mode ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zack ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...

财务数据和关键指标变化 - 第二季度净销售额增长8.3%至9.547亿美元,其中有7.2%的有机增长和1.1%的收购带来的增长 [30] - 毛利增长9.9%至2.29亿美元,毛利率提升约35个基点至24% [31][32] - 销售、一般及管理费用增加8.8%至1.948亿美元,主要由于折旧摊销、薪酬、设施和配送成本的增加 [33] - 调整后的营业费用增加9.8%,占净销售额的18.1% [34] - 营业利润增加33.9%至3,390万美元 [34] - 净利润增加56.6%至1,550万美元,每股收益为0.37美元 [35] - 调整后EBITDA增加10.0%至5,620万美元,调整后每股收益为0.40美元 [35] 各条业务线数据和关键指标变化 - 特色食品销售有7.5%的有机增长,主要由于客户数量增加约8.2%、商品上架增加11.3%和特色食品箱数增加4.7% [15][16] - 去除去年低毛利客户流失的影响,特色食品箱数同比增长约5.5% [16] - 主要食材类销量同比增长约2.9% [16] 各个市场数据和关键指标变化 - 国际市场表现强劲,特别是迪拜市场 [63][64] - 佛罗里达市场持续增长,新设施的投资正在发挥作用 [60][61] - 加州市场有一些放缓,但公司通过新客户拓展来弥补 [57][58][59] 公司战略和发展方向及行业竞争 - 公司保持多元化的客户群,包括高端餐厅、酒店、外卖等,以应对不同细分市场的变化 [51][52][70][71] - 公司持续投资销售团队,尤其是在高增长市场如佛罗里达、中东和加州,年增长率达20%-25% [22][23] - 公司投资新仓储设施和自有加工设施,为未来增长奠定基础 [19][20][21][64] - 公司认为行业整体新餐厅开业数量保持较高水平,尽管可能会有一些波动 [68][69][70][71] 管理层对经营环境和未来前景的评论 - 管理层认为第三季度和第四季度的客户需求和销售表现将保持正常水平 [43][44][45][46][47] - 管理层对公司未来5年的收入和利润目标保持信心,并正在为此做出相应的投资 [18][25] - 管理层认为公司的多元化客户群和灵活的销售策略有助于应对行业环境的变化 [51][52][62] 其他重要信息 - 公司在第二季度回购了价值1,000万美元的股票,并偿还了1,450万美元的债务 [37] - 公司预计2024年全年净销售额为36.65亿美元至37.85亿美元,调整后EBITDA为2.08亿美元至2.19亿美元 [39] 问答环节重要的提问和回答 问题1 **Alex Slagle 提问** 询问公司下半年的箱数增长动力和可见度 [42] **Chris Pappas 和 Jim Leddy 回答** 公司看好下半年的正常季节性需求,并表示通过新客户拓展、商品上架增加等措施来应对可能的需求波动 [43][44][45][47] 问题2 **Mark Carden 提问** 询问通胀对公司的影响 [53] **Chris Pappas 回答** 公司目前看到的通胀水平在正常范围内,主要受一些特殊品类如橄榄油和巧克力的影响 [54] 问题3 **Todd Brooks 提问** 询问不同地区市场的表现差异 [57] **Chris Pappas 和 Jim Leddy 回答** 公司各地区市场表现相对平衡,一些高端餐厅有所放缓,但公司通过拓展新客户来弥补 [58][59][60][61][62]