股价表现 - 公司股价近期表现强劲 过去一个月上涨5.4% 并在前一交易日创下52周新高68.59美元 [1] - 年初至今累计上涨35.7% 远超Zacks必需消费品板块3.6%的涨幅和Zacks食品杂项行业-4.1%的回报率 [1] 业绩驱动因素 - 连续四个季度盈利超预期 最近一期财报(2025年7月30日)每股收益0.52美元 超出市场预期0.45美元 营收超预期1.47% [2] - 本财年预计每股收益1.65美元(同比增长12.24%) 营收4.02亿美元(同比增长6.01%) 下一财年预计每股收益1.92美元(同比增长16.36%) 营收4.31亿美元(同比增长7.03%) [3] 估值分析 - 当前市盈率40.6倍 显著高于同业平均16.4倍 现金流倍数20.8倍 也高于同业平均9.3倍 [7] - 价值评分B级 成长评分A级 动量评分D级 综合VGM评分A级 [6] 投资评级 - 获得Zacks2(买入)评级 主要得益于分析师上调盈利预期 [8] - 符合Zacks推荐的选股标准(评级1-2级且风格评分A-B级) 显示短期仍有上涨空间 [9]

Utz Brands (UTZ) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -10.53%. A quarter ago, it was expected that this company would post earnings of $0.16 per share when it actually produced earnings of $0.16, delivering no surprise.Over the last four quarters, the company has surpassed ...

公司业绩表现 - 季度每股收益0 73美元 超出Zacks一致预期0 68美元 但低于去年同期0 86美元 [1] - 本季度盈利超预期7 35% 上一季度超预期幅度达13 85% 过去四个季度中有三次超过EPS预期 [2] - 季度营收89 8亿美元 超预期1 18% 同比增长7 68% 过去四个季度中两次超过收入预期 [3] 市场反应与估值 - 年初至今股价累计上涨16 5% 跑赢标普500指数8 6%的涨幅 [4] - 当前Zacks评级为3级(持有) 预计短期内表现与市场同步 [7] 未来展望 - 下季度共识预期为每股收益0 82美元 营收98 4亿美元 本财年预期每股收益3 03美元 营收384 9亿美元 [8] - 盈利预测修订趋势呈现混合状态 后续可能随财报发布调整 [7] 行业动态 - 所属食品杂项行业在Zacks行业排名中处于后35% 历史数据显示前50%行业表现是后50%的两倍以上 [9] - 同业公司Freshpet预计季度每股收益0 12美元 同比激增500% 营收预期2 6774亿美元 同比增长13 8% [10][11]

核心观点 - BellRing Brands预计在2025年6月季度报告中营收增长但盈利同比下降，每股收益预期为0.49美元（同比-9.3%），营收预期为5.3185亿美元（同比+3.2%）[1][3] - 公司股票价格可能因实际业绩与预期差异而波动，财报发布日期为8月4日[2] - 分析师近期上调EPS预期0.02%，显示乐观情绪，但需注意个体分析师修正方向可能不同[4] - 公司当前Zacks Rank为3（持有），且Earnings ESP为+2.06%，预示大概率超预期[12] - 过去四个季度中三次超预期，但上一季度盈利完全符合预期（0.53美元/股）[13][14] 财务数据与预期 - BellRing Brands最新准确预估高于共识预期，反映分析师近期看涨[12] - Zacks Earnings ESP模型显示，正ESP结合Zacks Rank 1-3时预测准确率近70%[10] - 行业对比：同行Chefs' Warehouse预计EPS为0.45美元（同比+12.5%），营收10.2亿美元（同比+6.8%），但ESP为0%削弱超预期确定性[18][19] 历史表现与行业参考 - BellRing Brands过去四个季度三次超预期，但最近一期零偏差[13][14] - Chefs' Warehouse连续四个季度超预期，但当前ESP未提供明确指引[19] - 盈利超预期并非股价上涨唯一因素，需结合其他催化剂综合判断[15][16]

The market expects Freshpet (FRPT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than ...

公司业绩预期 - 市场预计Ingredion在2025年6月季度营收将同比增长1.3%至19亿美元，但每股收益同比下降3.1%至2.78美元 [1][3] - 过去30天内，分析师将共识每股收益预期上调2.05%，反映对业务条件的重新评估 [4] - 公司最近四个季度均超出每股收益预期，最近一次超出幅度达21.72% [13][14] 股价影响因素 - 实际业绩与预期对比将显著影响短期股价走势，超预期可能推高股价，不及预期则可能导致下跌 [2] - 管理层在财报电话会中对业务状况的讨论将决定价格变动的持续性和未来盈利预期 [2] - 历史表现显示盈利超预期并非股价上涨的唯一因素，其他未预见催化剂同样重要 [15] 盈利预测模型分析 - Zacks盈利ESP模型通过比较最新分析师预测与共识预期来预测偏差，但Ingredion当前ESP为0%且Zacks排名第二，难以确定会超预期 [8][9][12] - 当ESP为正且Zacks排名为1-3时，预测准确率近70%，但负ESP难以预测业绩超预期 [10][11] - 同业公司Utz Brands的ESP为-2.7%且Zacks排名第三，同样难以预测会超预期 [19][20] 行业对比 - 同业公司Utz Brands预计2025年6月季度每股收益0.19美元与去年同期持平，营收预计增长1%至3.5984亿美元 [18][19] - Utz Brands过去30天共识每股收益预期上调1.4%，但最近四个季度仅两次超预期 [19][20]

Investors interested in Food - Miscellaneous stocks are likely familiar with Ingredion (INGR) and Danone (DANOY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companies with p ...

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Utz Brands (UTZ) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31 ...

Darling Ingredients (DAR) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -25.00%. A quarter ago, it was expected that this producer of natural ingredients from edible and inedible bionutrients would post earnings of $0.2 per share when it actually produced a loss of $0.16, delivering ...

Vital Farms (VITL) shares ended the last trading session 5.2% higher at $39.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 1.6% gain over the past four weeks.Vital Farms is expanding its farm network, boosting production capacity, and gaining traction through growing consumer awareness and brand strength.This company is expected to post quarterly earnings of $0.28 per share in its upcoming report, which repres ...