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CAVA's EBITDA Momentum Builds Up: Will Profitability Keep Rising?
ZACKS· 2025-07-08 22:56
Key Takeaways CAVA posted Q1 adjusted EBITDA of $44.9M, up 34.6% year over year on strong sales and cost leverage. Same-restaurant sales rose 10.8%, driven by a 7.5% jump in guest traffic and stable operating costs. Operational upgrades like Connected Kitchen and labor models are fueling margin and throughput gains.CAVA Group, Inc. (CAVA) is firing on all cylinders, delivering one of its strongest quarters yet in terms of profitability. In the first quarter of 2025, the fast-casual Mediterranean brand rep ...
Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
ZACKS· 2025-07-08 22:45
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sco ...
Altria's Dividend Is Aging Like Fine Wine
Seeking Alpha· 2025-07-08 21:56
公司特点 - 公司股票以安全性著称 常被描述为"夜夜安枕"的投资标的 [1] - 股息增长稳定 被比作"钟表般精准" 适合股息增长投资(DGI)和股息再投资计划(DRIP)策略 [1] - 兼具合理价格成长(GARP)特性 适合长期价值投资者 [1] 投资属性 - 长期投资可配置"严肃资金" 短期交易可视为"娱乐资金" [1] - 分析师持有该公司多头仓位 包括股票、期权或其他衍生品 [2]
PepsiCo: You May Not Find A Better Opportunity To Buy (Rating Upgrade)
Seeking Alpha· 2025-07-08 21:18
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
WENDY'S APPOINTS KEN COOK AS INTERIM CEO
Prnewswire· 2025-07-08 20:45
高管变动 - Kirk Tanner将辞去Wendy's总裁兼CEO职务 于2025年7月18日生效 转任好时公司总裁兼CEO [1] - 董事会任命现任CFO Ken Cook为临时CEO 其保留CFO职位 曾担任UPS美国国内业务CFO 管理600亿美元业务 [2] - 董事会主席Art Winkleblack表示 高级管理团队已制定清晰增长战略 对临时CEO领导能力充满信心 [3] 公司战略 - 临时CEO Cook强调将执行投资者日公布的三大战略重点:提供新鲜知名食品 提供卓越客户体验 加速全球门店净增长 [3] - 董事会认为品牌在快餐行业具有最高品质 未来存在巨大增长潜力 [3] - 公司计划于2025年8月8日公布第二季度财报 [3] 董事会变动 - Bradley G Peltz当选新任董事 接替辞职的Matthew H Peltz 新任董事是Yellow Cab Holdings董事总经理 在纽约等地经营Wendy's特许经营店 [3] - 董事会主席称赞新任董事的创造力和与特许经营社区的联系将带来宝贵见解 [3] 公司背景 - Wendy's在全球拥有超过7,000家餐厅 以方形汉堡和招牌产品如辣鸡三明治 培根汉堡和霜淇淋闻名 [7] - 公司支持Dave Thomas收养基金会 致力于增加北美寄养系统儿童收养率 [7]
3 Tech Stocks Poised for Explosive EPS Growth in 2025
MarketBeat· 2025-07-08 20:02
The retail investment community has become saturated with indicators and sophisticated methods for attempting to predict future stock prices, almost completely forgetting the tried-and-tested methodologies that have worked for decades in fundamental investment strategies. By focusing on what really matters—the financials of a business—investors can cut out most of the noise happening today and steer their portfolios in the right direction for the future. One of the most important metrics in this space is th ...
Targa Resources (TRGP) Earnings Call Presentation
2025-07-08 19:40
业绩总结 - Targa在2023年实现净收入13.459亿美元,较2022年的11.955亿美元增长约12.6%[131] - Targa的非GAAP调整后EBITDA在2023年为35.3亿美元,较2022年的29.01亿美元增长约21.5%[131] - Targa预计2024财年的调整后EBITDA将超过39.5亿至40.5亿美元的上限[19] 用户数据 - Targa的天然气入口量在2024年第三季度达到约8.8 Bcf/d[26] - Targa的Permian盆地天然气入口量在2024年第三季度同比增长182%[35] - 预计2024年将新增2.2 Bcf/d的天然气处理能力,以满足不断增长的生产需求[94] 未来展望 - 2024年预计的EBITDA年复合增长率(CAGR)为9.6%[82] - 2024年预计的股息年复合增长率(CAGR)为23.7%[82] - 预计2025年调整后的自由现金流(FCF)将显著增长,主要得益于已宣布的增长项目的完成[56] 新产品和新技术研发 - Targa的NGL管道运输量在2019年至2024年期间的年复合增长率为12%[17] - Targa的LPG出口量在2019年至2024年期间的年复合增长率为30%[46] - Targa的LPG需求在中国、印度、印度尼西亚、孟加拉国及非洲多个国家持续增长[113] 市场扩张和并购 - Targa在2019年至2024年期间的EBITDA增长预计为28亿美元,净投资为137亿美元[22] - 预计2025年资本支出将显著下降,主要由于NGL运输和分馏扩展项目的完成[56] 股东回报 - 2025年普通股现金分红预计将增加33%,达到每股4.00美元年化[10] - 预计在多年的时间范围内,40-50%的调整后现金流将被返还给股东[75] - 2023年和2024年分别回购了6.47亿美元和3.74亿美元的股票[75] 负面信息 - Targa的非收费G&P合同的边际收益约90%在2026年前得到对冲[123] - 公司的杠杆比率在长期目标范围内为3.0-4.0倍[58] 可持续性和企业治理 - Targa在2023年对环境、社会责任和公司治理的可持续性措施进行了全面整合[114][115] - Targa的董事会负责监督可持续性和企业风险管理(ERM)过程[119] - Targa在2023年实现了强劲的股东回报,持续增加资本回报给股东[120]
Jeffs' Brands Announces Closing of Acquisition Transaction: Fort Technology Inc. Expected to Resume Trading on TSX Venture Exchange
Globenewswire· 2025-07-08 19:32
Jeffs’ Brands’ equity stake in the merged company is 75.02% and may increase to up to 83.29% contingent upon meeting certain pre-determined milestones Tel Aviv, Israel, July 08, 2025 (GLOBE NEWSWIRE) -- Jeffs' Brands Ltd (“Jeffs’ Brands” or the “Company”) (Nasdaq: JFBR, JFBRW), a data-driven e-commerce company operating on the Amazon Marketplace, today announced the closing on July 7, 2025 (the “Closing”) of the acquisition transaction (the “Transaction”) of Fort Products Limited (“Fort Products”), a UK-bas ...
MariMed Announces Second Quarter 2025 Earnings Date
Globenewswire· 2025-07-08 19:30
NORWOOD, Mass., July 08, 2025 (GLOBE NEWSWIRE) -- MariMed Inc. (“MariMed” or “Company”) (CSE: MRMD) (OTCQX: MRMD), a leading cannabis consumer packaged goods company and retailer, announced today it will report second quarter 2025 financial results on August 6, 2025 after the markets close. Management will host a conference call on August 7, 2025 at 8:00 a.m. EDT to discuss financial results. A webcast will be available and can be accessed via MariMed’s Investor Relations website at MariMed Q2 2025 Earnings ...
Jennifer Wolfenbarger Joins Franklin Electric as Chief Financial Officer, Bringing Extensive Financial Leadership in Global Operations
Globenewswire· 2025-07-08 04:49
文章核心观点 Franklin Electric公司宣布任命Jennifer Wolfenbarger为首席财务官兼首席会计官,她经验丰富,将助力公司财务发展 [1]。 公司人事任命 - Franklin Electric公司宣布Jennifer Wolfenbarger被任命为首席财务官兼首席会计官,她将助力公司财务发展并监督财政问责 [1] - 公司CEO Joe Ruzynski认为Jennifer经验出色,是该职位的理想人选 [3] - Jennifer表示这是支持公司增长和创新的好机会,期待与团队合作 [4] 新CFO履历 - Jennifer曾在Caterpillar、Stryker和Owens Corning等公司担任部门CFO,在Owens Corning负责40亿美元全球保温业务的战略规划等工作 [2] - 她在职业生涯中为社区贡献财务专业知识,担任三个非营利组织董事会财务主管,还曾是Owens Corning拉丁美洲女性倡议网络的执行赞助商 [3] - 她常为印第安纳大学凯利商学院学生提供专业指导,工作经历遍布多个国家和美国多个州,将搬回印第安纳州韦恩堡地区 [3] 公司概况 - Franklin Electric是水和能源系统及组件生产和营销的全球领导者,服务全球多领域客户 [4] - 公司入选2024年《新闻周刊》美国最具责任感公司、最值得信赖公司、2025年最环保公司等榜单 [4]