文章核心观点 - 纽威尔品牌公司2024年第四季度业绩预计同比下滑 但股票估值有吸引力 同时介绍了其他几家有望在本财报季盈利超预期的公司 [1][8] 纽威尔品牌公司（NWL）业绩预期 - 2025年2月7日盘前公布2024年第四季度财报 预计营收和利润同比下降 营收预计20亿美元 同比降5% 利润预计每股13美分 同比降超40% 过去七天共识预期降1美分 [1][2] - 上一季度盈利符合扎克斯共识预期 过去四个季度平均盈利超预期50.2% [2] 影响NWL第四季度业绩因素 - 宏观经济环境挑战 核心通胀高企 导致非必需和耐用品需求低迷 全球需求疲软 地缘政治冲突影响 外币兑换带来逆风 [3] - 管理层此前预计2024年整体日用品市场个位数下降 2024年第四季度净销售额同比降4 - 7% 核心销售额降2 - 5% 主要因外币不利影响 预计该季度正常化运营利润率7 - 7.7% 销售、一般和行政费用增加 [4] - 预计第四季度净销售额降4.5% 调整后每股收益降23.1% [5] NWL积极举措 - 公司采取战略举措应对艰难运营环境 前端商业能力 如创新和新业务发展 以及更精简组织结构令人鼓舞 加速提高生产力和定价行动 国际市场定价抵消通胀和汇率波动 对业绩有一定缓冲作用 [6] NWL盈利预测模型 - 扎克斯模型未明确预测该公司本季盈利超预期 目前盈利预期偏差率 - 5.03% 扎克斯评级 4（卖出） [7] NWL估值情况 - 股票估值有吸引力 远期12个月市盈率12.91倍 低于五年高位16.88倍和消费品 - 必需品行业平均21.59倍 过去三个月股价涨14.8% 而行业跌1% [8][9] 其他有望盈利超预期公司 健赞公司（KVUE） - 盈利预期偏差率 + 1.45% 扎克斯评级3 预计第四季度营收38亿美元 同比增2.9% 每股收益25美分 同比降19.4% 过去四个季度平均盈利超预期10.2% [11][12] e.l.f. 美妆（ELF） - 盈利预期偏差率 + 0.03% 扎克斯评级3 预计2025财年第三季度营收和利润增长 营收预计3.297亿美元 同比增21.7% 每股收益76美分 同比增2.7% 过去四个季度平均盈利超预期45.1% [13][14] 怪兽饮料（MNST） - 盈利预期偏差率 + 0.84% 扎克斯评级3 预计2024年第四季度营收和利润增长 营收预计18亿美元 同比增3.7% 每股收益40美分 同比增5.3% 过去四个季度平均盈利低于预期5.2% [15][16]

文章核心观点 公司召开2025财年第二季度财报电话会议，介绍参会人员并提醒财报新闻稿可在官网获取，同时提及报告含前瞻性陈述 [1][3][5] 会议基本信息 - 会议时间为2025年2月3日上午11点（美国东部时间） [1] - 会议为NAPCO Security Technologies 2025财年第二季度财报电话会议 [1][2] 参会人员 公司参会人员 - 投资者关系副总裁Francis Okoniewski [1] - 董事长兼首席执行官Dick Soloway [1][4] - 总裁兼首席运营官、首席财务官Kevin Buchel [1][4] 电话会议参会人员 - D.A. Davidson的Matt Summerville [1] - TD Cowen的Lance Vitanza [1] - Needham的Jim Ricchiuti [1] - Craig Hallum Capital Group的Jeremy Hamblin [1] - Lake Street Capital Markets的Jaeson Schmidt [1] 会议流程 - 开始时所有线路为只听模式，介绍结束后进行问答环节 [2] 财报新闻稿获取方式 - 若未查看财报新闻稿，可在公司官网www.napcosecurity.com的投资者关系板块获取 [3] 前瞻性陈述说明 - 报告包含基于管理层判断、信念、当前趋势和预期产品表现对未来业绩的预期、估计、预测和投影的前瞻性陈述，如涉及公司业务增长驱动因素（学校安全产品、经常性业务等） [5]

Serve Robotics CEO Ali Kashani envisions autonomous delivery robots transforming urban logistics by optimizing the pickup and delivery of food and other products to lower the cost of last-mile delivery for businesses.This year, it is planning to deploy 2,000 Uber Eats delivery robots — further expanding in Los Angeles and looking to deploy in Dallas and other cities. Serve was spun out of Uber a year ago, after Uber acquired Postmates in 2020. Serve had been part of Postmates. Last year, the company announc ...

文章核心观点 特朗普关税公告结束电商“最低免税额”贸易漏洞，或影响拼多多旗下Temu、Shein等中国电商平台在美国的低价策略、业务增长及数字广告支出 [1][2][4] 关税政策 - 特朗普周六签署行政命令，对从加拿大和墨西哥进口商品征收25%关税，对中国商品额外征收10%关税，周一同意暂停对墨西哥关税一个月，对中国和加拿大进口税仍保留 [1] - 行政命令中一项条款取消“最低免税额”贸易漏洞，该豁免允许价值低于800美元包裹免税进入美国 [2] 取消原因 - 议员认为“最低免税额”让中国公司绕过关税获得不公平优势，且此类包裹文件和检查少，引发产品安全担忧 [3] - 贸易组织和倡导团体推动特朗普限制“最低免税额”货物运输，因其认为这导致芬太尼进入美国 [3] 对电商平台影响 - 失去税收优势后，Temu、Shein等中国电商平台能否保持低价并维持近年在美国的快速增长尚不确定 [4] - 虽Temu和Shein此前称商业模式不依赖“最低免税额”，且已在美国开设配送中心，但花旗分析师估计Temu本地仓库项目在其整体业务中占比小 [5][6] - 花旗分析师估计到2024年底本地仓库商品交易总额对美国商品交易总额贡献超20%，新关税仍会对Temu 2025年及以后的增长产生负面影响 [7] 对数字广告影响 - 美国银行分析师称“最低免税额”取消或抑制Temu和Shein数字广告支出，以“抵消产品成本上升担忧” [7] - 美国银行分析师称Meta文件显示来自中国广告商的收入占应用家族收入的11%（2023年为6%），估计Temu和Shein广告支出占谷歌和Meta广告支出的2 - 4% [8]

Bunge Global SA (BG) is scheduled to report fourth-quarter 2024 results on Feb. 5, before market open.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The Zacks Consensus Estimate for BG’s fourth-quarter sales is pegged at $12.8 billion, indicating a 14.3% decline from the prior-year quarter’s reported figure.The consensus mark for earnings is pegged at $2.30 per share, indicating a year-over-year plunge of 37.8%. Earnings estimates have been unchanged in the past 30 days.  Image Sourc ...

文章核心观点 - 看好新兴高增长半导体晶圆制造设备公司ACM Research股票 [1] 公司情况 - ACM Research注册地在美国，主要运营地在上海，是中国领先的晶圆清洗工具供应商 [1]

CVS Health Corporation (CVS) is scheduled to report fourth-quarter 2024 results on Feb. 12, before the opening bell.See the Zacks Earnings Calendar to stay ahead of market-making news.In the last reported quarter, the company’s adjusted earnings of $1.09 exceeded the Zacks Consensus Estimate by 1.87%. CVS Health beat estimates in three of the trailing four quarters and missed in one, the average negative surprise being 2.50%.The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $97.06 billio ...

Merck & Co Inc MRK and Pfizer Inc PFE are duking it out for investor attention with fourth-quarter earnings being reported on Tuesday.Both pharmaceutical heavyweights have very different technical setups, leaving investors to wonder which stock will have the upper hand.Let's break down the charts and what the technical signals are saying about each company as they prepare to report.Merck Stock's Mixed Signals: Bullish Short-Term, But Long-Term Resistance Looms Chart created using Benzinga ProMerck stock has ...

MetLife, Inc. (MET) is set to report fourth-quarter 2024 results on Feb. 5, 2025, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) is currently pegged at $2.13 on revenues of $19.2 billion.See the Zacks Earnings Calendar to stay ahead of market-making news.The fourth-quarter earnings estimate has been revised downward over the past 60 days. However, the bottom-line projection indicates a year-over-year increase of 10.4%. The Zacks Consensus Estim ...

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.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, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond ...