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Tyson Foods (TSN) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-07-23 07:01
Tyson Foods (TSN) closed at $54.47 in the latest trading session, marking a +2.18% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.06%. Meanwhile, the Dow experienced a rise of 0.41%, and the technology-dominated Nasdaq saw a decrease of 0.39%. The meat producer's shares have seen a decrease of 3.27% over the last month, not keeping up with the Consumer Staples sector's loss of 0% and the S&P 500's gain of 5.88%.The investment community will be closely monitor ...
RBGLY Deadline: RBGLY Investors Have Opportunity to Lead Reckitt Benckiser Group PLC Securities Fraud Lawsuit
Prnewswire· 2025-07-23 06:13
NEW YORK, July 22, 2025 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of American Depositary Shares ("ADSs") of Reckitt Benckiser Group PLC (OTC: RBGLY) between January 13, 2021 through July 28, 2024, both dates inclusive (the "Class Period"), of the important August 4, 2025 lead plaintiff deadline.So What: If you purchased Reckitt ADSs you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.What to ...
Cal-Maine Foods(CALM) - 2025 Q4 - Earnings Call Presentation
2025-07-23 04:00
业绩总结 - Cal-Maine Foods在2025财年的净收入为12.2亿美元,较2023财年的11.4亿美元增长了7%[32] - 2025财年Cal-Maine的收入为42.62亿美元,净收入为12.20亿美元,调整后的EBITDA为17.04亿美元,调整后的EBITDA利润率为40.0%[136] - 2025财年Cal-Maine的净收入利润率为28.6%[136] - 2025财年,Cal-Maine Foods的总收入中,鸡蛋收入占94.3%[140] 用户数据 - 2025财年销售的鸡蛋数量为12.83亿打,较2023财年的11.84亿打增长了8.8%[33] - 2025财年Cal-Maine的鸡蛋产品销售在零售市场中表现出强劲的需求,消费者积极寻求低成本的蛋白质来源[139] - 2025财年,公司的前3大客户贡献了49%的收入,主要客户包括沃尔玛、H E B和好市多[85] 未来展望 - 预计2026年鸡蛋需求将保持强劲,尽管由于高致病性禽流感(HPAI)疫情,鸡群数量有所下降[18] - 预计到2030年,约27%的家庭将位于实施无笼鸡蛋法规的州[102] 新产品和新技术研发 - 2024财年预计总收入为242百万美元,其中增值早餐蛋产品占49%[58] - 2024财年调整后EBITDA为47百万美元,增值早餐蛋产品的毛利率预计将提升[58] 市场扩张和并购 - 公司在2025年完成了对Echo Lake Foods的收购,进一步扩展了其产品组合和市场份额[4] - 通过收购ISE America, Inc.和Fassio Egg Farms, Inc.,公司分别增加了100万和120万只无笼鸡蛋产蛋母鸡的生产能力[50][51] - Cal-Maine致力于在一个高度分散的市场中追求收购机会,以支持增长和回报[127] 负面信息 - 由于高致病性禽流感(HPAI)疫情影响,2025年迄今为止,商业层鸡和雏鸡的扑杀数量为3900万只[109] 其他新策略和有价值的信息 - 公司在2025财年支付的股息总额超过4.06亿美元,过去五年平均每股股息为3.26美元[40] - 2025财年,公司的现金和投资证券总额为1,968百万美元[91] - 2025财年,公司的资本分配计划中,股息支付为330百万美元,维护资本支出为54百万美元[93] - 2025财年,饲料成本对每打壳蛋的生产成本影响为0.01美元,玉米和大豆的价格分别为每蒲式耳0.28美元和每吨25.46美元[95] - Cal-Maine在2025财年第四季度销售了311百万打鸡蛋[127] - 公司在2025财年实现了约8.1百万个鸡蛋每小时的处理能力[23] - 2025财年,Cal-Maine Foods的总收入中,壳蛋占比为68%[25] - Cal-Maine的管理团队拥有超过35年的行业经验,确保公司在市场中的竞争力[130]
5 Ideal "Safer" Dividend Buys From Bloomberg's July Watch List
Seeking Alpha· 2025-07-23 02:52
This article is from analysts at Bloomberg Intelligence who track 2,000 companies in industries from apparel and autos to finance and food as reported in the December, 2024 Bloomberg Businessweek’s annual The Year AheadGet The Full Bloomberg Dividend Focus 50 StoryClick here to subscribe to The Dividend Dogcatcher. Get more information and the follow-up to this article.Catch A Dog On Facebook about 10AM the morning of every NYSE trade day on Facebook/Dividend Dog Catcher, a Fredrik Arnold live video highlig ...
Will Higher Coffee Prices Derail The J.M. Smucker's Volume Momentum?
ZACKS· 2025-07-23 02:06
Key Takeaways SJM raised coffee prices to counter green coffee inflation and tariff-driven import cost increases. U.S. Retail Coffee sales rose 11% in Q4 FY25 on stronger net pricing, though volume/mix stayed flat. FY26 outlook expects 20% pricing but a 10% volume drop as consumers react to higher coffee prices.The J.M. Smucker Company’s ((SJM) coffee prices are influenced by several factors like raw ingredient costs, tariffs, evolving consumer patterns and broader market volatility. The company has been ...
Philip Morris Q2 Earnings Beat Estimates, FY25 EPS View Raised
ZACKS· 2025-07-22 23:55
Key Takeaways PM's Q2 adjusted EPS rose 20.1% to $1.91, beating estimates despite a slight revenue miss. Growth was fueled by smoke-free momentum in IQOS and ZYN and strong pricing in combustibles. PM raised its 2025 adjusted EPS forecast to $7.43-$7.56, up from a prior $7.36-$7.49 range.Philip Morris International Inc. (PM) reported second-quarter 2025 results, with both the top and bottom lines increasing year over year. Net sales missed the Zacks Consensus Estimate, while earnings beat the same.Results ...
爆单了!挤满外卖员,有人忍痛取消8单!实探刘强东的首家线下外卖店
21世纪经济报道· 2025-07-22 21:59
外卖行业竞争格局 - 京东推出首家线下外卖实体店"七鲜小厨",采用现炒现做模式,由公司提供生鲜食材和洗切装配服务,并配备24小时后厨直播 [7][9] - 美团已官宣"浣熊厨房"项目,北京现有9家门店,计划3年内扩展至1200家,采用集中式外卖厨房模式,向所有餐饮商家开放并提供供应链和数字化运营支持 [9] - 京东计划以10亿现金招募"菜品合伙人",投入百亿资金建设新型供应链,目标3年内在全国开设10000家七鲜小厨门店 [9] 新门店运营情况 - 七鲜小厨首日营业即出现爆单现象,午间订单号已排至400多号,但出餐速度仅达270多号,导致大量外卖订单超时40分钟以上 [1][6] - 门店因订单激增紧急调整系统,超出配送范围的地址将无法下单,工作人员主要处理订单超时问题和安抚外卖骑手情绪 [1][6] - 现场观察显示,外卖骑手接单号间隔较大,有骑手同时接到270多号和330多号的订单,两单配送距离相差11公里,难以按时完成配送 [1] 消费者反馈与市场反应 - 大量消费者因"京东首家外卖店"的宣传慕名而来,主要关注菜品是否为现炒以及口味体验 [2] - 美团浣熊厨房目前管理严格,仅允许商家和工作人员出入,暂无法观察实际备餐情况 [9] - 京东CEO刘强东曾预告将推出与美团完全不同的外卖商业模式,七鲜小厨被视为该模式的具体落地 [9]
A Safer Plate for Every Patient
GlobeNewswire News Room· 2025-07-22 21:33
Mississauga, ON, July 22, 2025 (GLOBE NEWSWIRE) -- Celiac Canada is proud to announce a new partnership with Conagra Brands Canada to support the expansion of gluten-free food service in healthcare and long-term care facilities. This collaboration aims to improve access to safe, high-quality gluten-free meals for individuals with celiac disease and gluten intolerance, ensuring they receive the nutrition they need in institutional settings.  At the heart of this initiative is the Gluten-Free Food Service in ...
NEOG INVESTOR ALERT: Neogen Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Prnewswire· 2025-07-22 21:30
SAN DIEGO, July 22, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers of Neogen Corporation (NASDAQ: NEOG) common stock between January 5, 2023 and June 3, 2025, both dates inclusive (the "Class Period"), have until September 16, 2025 to seek appointment as lead plaintiff of the Neogen class action lawsuit.  Captioned Operating Engineers Construction Industry and Miscellaneous Pension Fund v. Neogen Corporation, No. 25-cv-00802 (W.D. Mich.), the Neogen class act ...
京东七鲜小厨宣战“黑外卖”:希望帮消费者彻底解决幽灵外卖带来的食品安全问题
新浪科技· 2025-07-22 21:28
京东"万店计划"战略布局 - 公司宣布未来三年投入超百亿元资金在全国建设1万家自营外卖门店"七鲜小厨" [1] - 同步启动"菜品合伙人"招募计划 投入10亿现金为1000道招牌菜招募合作伙伴 [1] - 创始人刘强东6月透露将推出与美团完全不同的外卖商业模式 预计一个月后亮相 [1] 商业模式创新方向 - 通过供应链创新解决食品安全问题 目标实现"好吃便宜干净卫生"三要素 [1] - 采用大品牌保障的食材供应链 包括中粮中盐益海嘉里等合作伙伴 [1] - 肉类净菜实行工厂预制化处理 冷链直供门店消除传统后厨卫生隐患 [1] 市场定位与价值主张 - 核心解决幽灵外卖带来的食品安全问题 淘汰黑外卖劣质餐饮模式 [1] - 帮助优质餐饮商家扩大销售范围 将招牌菜品推向全国市场 [1] - 复用京东现有供应链优势 在调味品等品类实现资源协同 [1]