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Medifast's Q3 Loss Wider Than Expected, Sales Decline 36% Y/Y
ZACKS· 2025-11-05 01:21
Key Takeaways Medifast posted a Q3 loss of $0.21 per share, wider than the expected $0.01 loss.Revenues fell 36.2% to $89.4M, caused by a 35% drop in active OPTAVIA coaches.The company is pivoting from weight loss to a broader metabolic health strategy.Medifast, Inc. ((MED) delivered third-quarter 2025 results, with the top line surpassing the Zacks Consensus Estimate while the bottom line missing the same. Both the metrics showed a year-over-year decline.Management is shifting its strategy from being a wei ...
UPDATE — Sysco partners with The MICHELIN Guide for the 2025 American South MICHELIN Guide Ceremony
Globenewswire· 2025-11-04 03:29
HOUSTON, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Sysco Corporation, the official wholesale food distributor for the prestigious MICHELIN Guide in the American South, is honored to partner to announce the recipients of Michelin’s coveted stars. This partnership will be celebrated at the 2025 American South MICHELIN Guide Ceremony on November 3 in Greenville, S.C., which will showcase Sysco’s high-quality, premium products and culinary expertise. The MICHELIN Guide is renowned for its coveted ratings and in-depth r ...
Sysco partners with The MICHELIN Guide for the 2025 Carolinas MICHELIN Guide Ceremony
Globenewswire· 2025-11-04 00:00
HOUSTON, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Sysco Corporation, the official wholesale food distributor for the prestigious MICHELIN Guide in the Carolinas, is honored to partner to announce the recipients of Michelin’s coveted stars. This partnership will be celebrated at the 2025 MICHELIN Guide Carolinas Ceremony on November 3 in Greenville, S.C., which will showcase Sysco’s high-quality, premium products and culinary expertise. The MICHELIN Guide is renowned for its coveted ratings and in-depth reviews of ...
Colabor Group Announces Resignation of Director
Globenewswire· 2025-11-01 05:01
SAINT-BRUNO-DE-MONTARVILLE, Quebec, Oct. 31, 2025 (GLOBE NEWSWIRE) -- Colabor Group Inc. (TSX: GCL) (“Colabor” or the “Company”) wishes to announce that Mr. Robert Johnston has tendered his resignation as director of the Company. “On behalf of the Board of Directors, I would like to extend our sincere appreciation to Mr. Johnston for his leadership, valuable expertise, and the meaningful contributions he has made to the Board throughout his tenure,” said Mr. Denis Mathieu, Interim Chairman of the Board of D ...
Estee Lauder Q1 Earnings Beat Estimates, Sales Up 4% Y/Y
ZACKS· 2025-10-31 02:26
Key Takeaways Estee Lauder's Q1 FY26 earnings jumped 128.5% year over year, topping consensus estimates.Q1 net sales rose 4% to $3.48B, driven by fragrance strength and Asia-Pacific expansion.PRGP efficiencies lifted margins and cut costs, supporting a stronger operating performance.The Estee Lauder Companies Inc. (EL) reported first-quarter fiscal 2026 results, with the top and bottom lines beating the Zacks Consensus Estimate. Also, net sales and earnings increased year over year.Adjusted earnings of 32 c ...
SCI Q3 Earnings & Revenues Top Estimates, 2025 Cash Flow View Raised
ZACKS· 2025-10-31 02:16
核心业绩表现 - 第三季度调整后每股收益为0.87美元,超出市场预期的0.83美元,较去年同期的0.79美元增长10.1% [2] - 总收入为10.581亿美元,超出市场预期的10.41亿美元,较去年同期的10.14亿美元增长4.4% [3] - 毛利润增长5.1%至2.655亿美元,毛利率提升30个基点至25.1% [3] - 运营收入增长6.6%至2.264亿美元,运营利润率提升40个基点至21.4% [4] 分部业绩详情 - 殡葬业务总收入为5.741亿美元,略高于市场预期,但毛利润下降7.7%至9960万美元,毛利率收缩180个基点至17.3% [5] - 可比殡葬业务核心收入下降0.7%至4.542亿美元,其中即时需求收入下降3.6%,而成熟预需求收入增长4.0% [6] - 可比殡葬服务数量下降3.1%至82,057次,但平均每次服务收入增长3.1%至5,843美元 [5][7] - 可比火化率上升至64.4% [7] - 墓园业务总收入为4.84亿美元,超出市场预期,毛利润大幅增长14.6%至1.659亿美元,毛利率提升200个基点至34.3% [8][9] - 可比墓园总收入增长6.9%至4.786亿美元,其中已确认的预需求总收入增长8.9%至3.341亿美元 [10] - 可比墓园预需求和即时需求销售产值增长7%至4.498亿美元,其中预需求销售产值增长9.6% [11] 财务健康状况与现金流 - 期末现金及等价物为2.413亿美元,长期债务为49.6亿美元,总权益为15.7亿美元 [13] - 运营活动产生的净现金为2.523亿美元,若剔除特殊项目和增加的1110万美元现金税,则改善1000万美元至2.83亿美元 [13] - 第三季度资本支出为1.016亿美元,主要用于现有场地改进(3490万美元)和墓园地产开发(4500万美元) [14] 2025年业绩指引 - 确认2025年每股收益指引中值为3.85美元,并将区间收窄至3.80-3.90美元 [15] - 基于对现金税和营运资金时间安排的预期改善,公司上调了现金流指引 [16] - 运营活动产生的净现金(剔除特殊项目和现金税)预期区间上调至9.1亿-9.5亿美元 [16][18] - 2025年总资本支出指引维持3.15亿美元不变 [18]
KMB Q3 Earnings Beat Estimates, Sales In Line With the Year-Ago Level
ZACKS· 2025-10-30 23:36
Key Takeaways Kimberly-Clark's Q3 adjusted EPS of $1.82 beat estimates and matched the prior year's performance. Net sales held at $4.2 billion, as volume gains offset the impacts of the U.S. diaper business exits.Operating profit stayed flat year over year, supported by productivity and cost controls. Kimberly-Clark Corporation ((KMB) posted third-quarter 2025 results that reflected resilient consumer demand, steady volume growth and ongoing productivity gains, even as margin pressures persisted. Both the ...
Kraft Heinz Q3 Earnings Beat, '25 View Narrowed on Soft Volumes
ZACKS· 2025-10-30 00:41
公司第三季度业绩概览 - 第三季度调整后每股收益为0.61美元,超出市场共识预期的0.57美元,但同比下跌18.7% [4] - 第三季度净销售额为62.37亿美元,同比下降2.3%,略低于市场共识预期的62.47亿美元 [5] - 有机净销售额同比下降2.5%,公司模型预期为下降2.3% [5] 财务表现驱动因素 - 整体定价提升1个百分点,主要得益于咖啡等品类的战略性提价,以抵消投入成本上升 [6] - 销量/产品组合下降3.5个百分点,完全抵消了定价带来的收益,主要受北美和国际发达市场销量疲软拖累 [6][10] - 调整后毛利润为20.15亿美元,低于去年同期的21.89亿美元;调整后毛利率收缩200个基点至32.3% [7] - 调整后营业利润同比下降16.9%至11.06亿美元,主要受商品和制造成本通胀以及不利的销量/产品组合影响 [8] 分区域业绩表现 - 北美地区净销售额为46.41亿美元,同比下降3.8%;定价提升0.4个百分点,但销量/产品组合下降4.2个百分点 [9] - 国际发达市场净销售额为8.95亿美元,同比增长1.6%;有机销售额下降1.4%,定价提升1个百分点,销量/产品组合下降2.4个百分点 [9] - 新兴市场净销售额为7.01亿美元,同比增长3.8%;有机销售额增长4.7%,定价提升4个百分点,销量/产品组合提升0.7个百分点 [11] 现金流与资本分配 - 期末现金及现金等价物为21.14亿美元,长期债务为192.87亿美元,股东权益为414.5亿美元 [12] - 截至2025年9月27日的九个月内,经营活动产生的净现金为30.86亿美元,自由现金流为24.9亿美元 [12] - 年内迄今支付现金股息14亿美元,并完成4.35亿美元的股票回购;剩余回购授权额度为15亿美元 [13] 2025年全年业绩指引更新 - 将全年有机净销售额预期下调至下降3%至3.5%,原预期为下降1.5%至3.5%,反映新兴市场增长放缓及美国零售渠道持续承压 [14] - 预计按固定汇率计算的调整后营业利润将下降10%至12%,原预期为下降5%至10% [15] - 预计调整后毛利率将下降约100个基点;调整后每股收益预期区间收窄至2.50-2.57美元,原区间为2.51-2.67美元 [15] 长期战略重点 - 管理层强调在生产力计划、品牌投资以及为2026年下半年分拆为两家独立上市公司("Global Taste Elevation Co"和"North American Grocery Co")做准备方面取得稳步进展 [1][3] - 公司持续通过其品牌增长系统提供高性价比产品,并在营销、研发和制造方面进行投资以增强消费者联系和产品组合实力 [2] - 公司致力于维持财务纪律,优化资本结构,并为股东创造价值,同时执行分拆计划 [3]
Performance Food Group (PFGC) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-10-29 23:07
Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Performance Food Group (PFGC) reports results for the quarter ended September 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 r ...
The Chefs' Warehouse(CHEF) - 2025 Q3 - Earnings Call Transcript
2025-10-29 21:32
The Chefs' Warehouse (NasdaqGS:CHEF) Q3 2025 Earnings Call October 29, 2025 08:30 AM ET Company ParticipantsAlex Aldous - General Counsel, Corporate Secretary, and Chief Government Relations OfficerMark Carden - Director of Equity ResearchPeter Saleh - Managing Director of RestaurantsJim Leddy - CFOKelly Bania - Managing Director of Equity ResearchMargaret-May Binshtok - VP of Equity ResearchChris Pappas - Founder, Chairman, and CEOConference Call ParticipantsAlexander Russell Slagle - AnalystBen Klieve - S ...